All-In Podcast
Four tech investors debate AI policy, markets, and industry moves weekly.
3 episodes curated
Episodes
The AI Arms Race: Who's Winning and Why It Matters
Chamath, Jason, Sacks, and Friedberg debate the competitive dynamics between OpenAI, Anthropic, Google, and Meta. Capital allocation, talent wars, and which company's strategy is most likely to dominate. Includes regulatory implications.
AI Regulation: The Besties Debate SB 1047 and the EU AI Act
The four investors disagree on AI regulation — from Sacks' anti-regulation stance to Chamath's nuanced take on safety requirements. Covers California's SB 1047, the EU AI Act enforcement timeline, and what it means for startups vs incumbents.
The AI Bubble? Evaluating $200B in AI Investments
Is AI overhyped or underhyped? The besties analyze $200 billion in AI investments, separating real revenue growth from speculative positioning. Includes their personal AI investment portfolios and predictions for the next 12 months.