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The All-In Podcast delivers conversations worth having. Hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg, the show features insider takes on business, technology, and society and interviews with the world's most influential thinkers.
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Episode #263
Emil Michael joins to discuss the broader implications of the US military actions against Iran and the timing behind them. The conversation delves into Trump's evolving warfare strategies, focusing on AI, drone technology, and new rules of engagement. Israel's involvement in the conflict and its strategic partnership with the US, including the Iron Beam defense system, are analyzed. The economic ramifications of the conflict, particularly oil prices and Trump's maritime insurance strategy, are explored. The episode also examines the Pentagon's decision to label Anthropic a supply-chain risk, its impact on valuation, and the state of the US defense supply chain. Finally, insights into DARPA's role and China's military posture are offered.
[  2/27/2026  ]
The episode begins with Claude's controversial list and the ongoing SaaS market downturn. The discussion then shifts to Citrini's AI letter and the rising popularity of doomer narratives, while highlighting emerging AI job opportunities. The Rate Payer Protection Pledge and the growing opposition to data centers are examined in detail. Reactions to the State of the Union address are shared, followed by a Science Corner segment exploring the potential of Yamanaka Factors in curing blindness. The episode concludes with insights into the recent SCOTUS decision on tariffs and Trump's subsequent strategic pivot.
[  2/20/2026  ]
In this episode, we explore Jeffrey Epstein's network and the media's portrayal of his crimes. Guests discuss Prince Andrew's arrest and Epstein's influence, critiquing the media's role in shaping public perception and questioning Epstein's wealth origins. We examine Les Wexner's deposition, Virginia Roberts Guiffre's claims, and the "Filthy Rich" documentary. The episode also covers financial settlements, the Epstein Victims Compensation Fund, and class action lawsuits. Kevin Bass talks about using AI to analyze Epstein files and the implications of guilt by association, concluding with the role of citizen journalism in the Epstein saga.
[  2/14/2026  ]
The episode kicks off with a warm welcome and dives into the rapid acceleration of AI, examining its transformative impact on the workforce. The conversation shifts to AI's role in venture capital, addressing enterprise concerns about integration and disruption. The hosts explore prediction markets and their societal implications, followed by an announcement for the upcoming All-In event, "Liquidity." They analyze the new Congressional Budget Office report, discussing the implications of the US debt spiral. The economic outlook is further dissected through the lens of employment and minimum wage debates. Finally, the episode touches on Ferrari's new electric vehicle, sparking a broader discussion on the luxury car market before wrapping up.
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