The All-In Podcast (@theallinpod) / X

The All-In Podcast

3,549 posts

The All-In Podcast

@theallinpod

@chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.

The Poker Table

Joined March 2020

Pinned
The All-In Podcast
@theallinpod
13h
LIQUIDITY: PA Senators John Fetterman and Dave McCormick join The Besties -- Bipartisanship in 2026 -- Why the Senate is the least popular it's ever been, and the filibuster question -- Insane amount of money in US politics -- Datacenters, AI, and PA's blue collar boom --
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45K
The All-In Podcast
@theallinpod
Jun 10
LIQUIDITY: Dan Dreyfus on the Future of Critical Minerals -- Copper as the next AI bottleneck -- Investing in the commodity supercycle -- Dollar debasement -- Blue collar boom, rebuilding American infrastructure (0:00) Dan Dreyfus Presents: The Future of Critical Minerals
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140K
The All-In Podcast
@theallinpod
Jun 9
LIQUIDITY: Bill Maris on Broken VC Math and Google's Secret Weapon Against OpenAI and Anthropic (0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC
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46K
The All-In Podcast
@theallinpod
Jun 8
LIQUIDITY: Palo Alto Networks CEO Nikesh Arora @nikesharora joins The Besties: -- The Claude Mythos hype is real (found 5 years worth of bugs in 6 weeks) -- Analytical SaaS is DEAD, infra software is undervalued -- M&A playbook -- Armchair CEO: Google first to $10T? (0:00)
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128K
The All-In Podcast
@theallinpod
Jun 7
LIQUIDITY: Inside the Private Stock Market Boom Brad Gerstner (@altcap), Gavin Baker (@GavinSBaker), and Kelly Rodriques (@Forge_Global) join @Jason and @chamath to discuss the secondary market gold rush. (0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!
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124K
The All-In Podcast
@theallinpod
Jun 6
LIQUIDITY: The IPO Comeback Panel @altcap, @andrewdfeldman, and @Will4Planet join @Jason and @chamath for a panel on the 2026 IPO market from a founder's perspective. (0:00) CEOs Andrew Feldman (@cerebras) and Will Marshall (@planet) join the Besties! (2:05) Both CEOs on going
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85K
The All-In Podcast reposted
Chamath Palihapitiya
@chamath
Jun 5
Beast…Dan Loeb.
The All-In Podcast
@theallinpod
Jun 5
LIQUIDITY: Dan Loeb on the Lost Art of Short Selling, and Why Stock Picking is Back @DanielSLoeb1 joins the Besties on stage in Napa! (0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early
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162K
The All-In Podcast
@theallinpod
Jun 5
LIQUIDITY: Dan Loeb on the Lost Art of Short Selling, and Why Stock Picking is Back @DanielSLoeb1 joins the Besties on stage in Napa! (0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early
00:00
228K
The All-In Podcast reposted
David Sacks
@DavidSacks
Jun 4
Amazing presentation on the unicorn economy by Coatue’s Thomas Laffont at the All-In Liquidity Summit.
The All-In Podcast
00:00
The All-In Podcast
129K
The All-In Podcast
@theallinpod
Jun 4
LIQUIDITY: Thomas Laffont on the $4T AI IPO Wave from SpaceX, Anthropic, and OpenAI Coatue's Thomas Laffont is BACK with the Besties for another incredible presentation + Q&A -- The $4T AI IPO Wave -- 2026's Unicorn Economy -- The 10X Paradox -- Unprecedented Liquidity (0:00)
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207K
The All-In Podcast
@theallinpod
Jun 4
The Besties + Chef Thomas Keller at The French Laundry Thanks to the amazing team for an unforgettable night! And thanks to @NYSE for making this possible!
163K
The All-In Podcast reposted
Bill Ackman
@BillAckman
Jun 3
My All-In interview segmented by topic. Interesting to be interviewed by four protagonists. We discuss $PS, $PSUS, $HHH, $SPCX, and more.
The All-In Podcast
@theallinpod
Jun 3
LIQUIDITY: Bill Ackman joins the Besties! -- Investment evolution: activist, long-term holdings -- Importance of business model quality in the AI era -- What the market is missing -- Building the next Berkshire (0:00) @BillAckman joins the show! (0:30) Evolving investment
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292K
The All-In Podcast
@theallinpod
Jun 3
LIQUIDITY: Bill Ackman joins the Besties! -- Investment evolution: activist, long-term holdings -- Importance of business model quality in the AI era -- What the market is missing -- Building the next Berkshire (0:00) @BillAckman joins the show! (0:30) Evolving investment
00:00
363K