All-In with Chamath, Jason, Sacks & Friedberg

(0:00) PA Senators Fetterman and McCormick join the Besties
(0:33) Bipartisanship in 2026, rejecting extremism
(6:37) All-time unpopularity in the Senate, the filibuster question, tribalism
(13:33) Fixing wealth concentration in the US
(19:51) Graham Platner, why extremism wins primaries, and what it means for the future
(28:12) How AI and energy are playing a part in PA's blue collar boom, dark money funding misinformation
(41:05) Insane level of money in politics, fixing the broken system
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(0:00) Dan Dreyfus Presents: The Future of Critical Minerals
(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks
(5:40) Impact of China cutting off the US from critical minerals
(8:18) Copper's Rise: The next 18 years need as much as the last 10,000
(12:00) Dollar Debasement: $140T in debt and why hard assets win
(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis
(19:10) How to invest in the commodity supercycle
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(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 funds beat big ones on average
(14:36) OpenAI's valuation problem and the AI price war
(19:09) AI's "Atari Stage": what comes next?
(25:23) VC's broken incentives and the future of deep tech
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EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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Follow the besties:
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(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!
(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks
(5:15) Are cyber defenders losing the race against AI attackers?
(6:50) Analytical SaaS is dead, so what survives the AI wave?
(14:06) If models become a utility, where will the money be made?
(20:35) Armchair CEO: Nikesh rates Waymo, Google, and OpenAI
(28:22) Palo Alto's M&A playbook and the path to $1 trillion
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(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!
(0:47) Secondary Markets are Booming & Competing with IPOs
(3:10) Why Companies are Staying Private So Long?
(9:22) SPVs, the Forge-Schwab Deal, Democratizing Private Market Access
(13:28) Secondary Markets as Exit Liquidity for VCs
(27:00) The Private Market Bubble?
(32:03) Hottest Secondary Companies Right Now
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EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
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Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
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