All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic mode?
(36:56) AI valuation impacts, moats, and disruption
(43:58) Liquidity speaker announcements, the 100x AI moment
(50:35) Two landmark social media verdicts against Meta
(1:12:46) Sacks and Friedberg join PCAST!
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Referenced in the show:
https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751
https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23
https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival
https://x.com/LauraLoomer/status/2037111057701818519
https://x.com/chamath/status/2033385903520129161
https://x.com/TheIcahnist/status/2036902492080837015
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.google.com/finance/quote/LVMUY:OTCMKTS
https://x.com/cryptopunk7213/status/2023572182090109380
https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS
https://x.com/Vjay031/status/1985631799448662441
https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict

(0:00) David Friedberg intros Bryan Johnson
(0:54) Why Bryan Johnson did 5-MeO-DMT
(12:56) What brain scans actually show
(18:36) Psychosis, bad trips, and life-altering decisions
(26:23) The next frontier: organoids and gene therapy
(33:26) GLP-1s, abundance, and human optimization
(35:35) The longevity drug nobody's talking about?
Thanks to our partner for making this happen!
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(0:00) Intro live from Nvidia GTC
(0:37) CoreWeave CEO, Michael Intrator
(32:58) Perplexity CEO, Aravind Srinivas
(1:07:11) Mistral CEO, Arthur Mensch
(1:18:57) IREN CEO, Daniel Roberts
Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
It all happens at the NYSE - https://nyse.com
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(0:00) Matt Mahan: Why He's Running for Governor
(1:51) How California Went From Bad to Worse
(12:05) Public Sector Unions & Lobbying in Sacramento
(19:05) California's Housing Crisis: Regulation & Fees
(34:52) California Energy Crisis: Gas Taxes & Green Policy
(43:57) The $1 Trillion Pension Time Bomb
(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism
(1:09:14) Immigration Reform: ICE & the Path to Legal Status
 
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#allin #tech #news

(0:00) Jensen Huang joins the show!
(0:26) Acquiring Groq and the inference explosion
(8:53) Decision making at the world's most valuable company
(10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing
(16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes
(20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future
(30:50) Open source, global diffusion, Iran/Taiwan supply chain impact
(39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions
(47:32) Datacenters in space, AI healthcare, Robotics
(56:10) OpenAI/Anthropic revenue potential, how to build an AI moat
(59:04) Advice to young people on excelling in the AI era
Follow the besties:
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Intro Music Credit:
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Intro Video Credit:
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