All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros

(0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share

(28:14) David Sacks vs. New York Times

(51:24) New poverty line, America's slow descent into socialism

Follow the besties:

(0:00) Molly Bloom joins the besties live in Las Vegas!

(1:48) Did Jason actually play in "Molly's Game"?

(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game

(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie

(31:10) Best celebrity poker players, high-stakes poker archetypes, and more

(34:31) Sales coaching advice

Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.

(0:00) Bestie intros LIVE from The Venetian Las Vegas

(1:13) Epstein Files breakdown

(10:06) Biggest Epstein questions: where did his money come from?

(14:44) Tether's booming business

(23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026

(35:25) Google's Gemini 3 and TPU breakthrough

(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO

(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology

Special thanks to The Venetian Las Vegas for hosting us!:

(0:00) Brad Gerstner joins the show!

(0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications

(18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI

(30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle

(36:47) Holiday party announcement! allin.com/events for tickets

(39:19) State of the market, consumer is cracking, need for domestic/"main street" wins, is Trump losing the middle class?

(1:05:58) Zohran wins NYC, socialism's rise in America, solutions, should Republicans end the filibuster?

Join us at the All-In Holiday Spectacular!: