(0:00) Bestie intros!: Friedberg for Governor of California?
(2:25) Anthropic's generational run
(15:45) OpenAI: getting focused or panic mode?
(36:56) AI valuation impacts, moats, and disruption
(43:58) Liquidity speaker announcements, the 100x AI moment
(50:35) Two landmark social media verdicts against Meta
(1:12:46) Sacks and Friedberg join PCAST!
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://polymarket.com/event/which-company-has-the-best-ai-model-end-of-march-751
https://www.wsj.com/tech/ai/openai-chatgpt-side-projects-16b3a825
https://www.reuters.com/business/openai-sweetens-private-equity-pitch-amid-enterprise-turf-war-with-anthropic-2026-03-23
https://www.levernews.com/the-pentagons-ai-gatekeeper-holds-stock-in-anthropics-rival
https://x.com/LauraLoomer/status/2037111057701818519
https://x.com/chamath/status/2033385903520129161
https://x.com/TheIcahnist/status/2036902492080837015
https://www.google.com/finance/quote/GOOG:NASDAQ
https://www.google.com/finance/quote/LVMUY:OTCMKTS
https://x.com/cryptopunk7213/status/2023572182090109380
https://www.google.com/finance/quote/RACE:NYSE?comparison=OTCMKTS
https://x.com/Vjay031/status/1985631799448662441
https://www.latimes.com/california/story/2026-03-25/social-media-lawsuit-trial-meta-google-verdict

SHARE

COMMENT

VOICE_COMMENT

COMMENT_PAGE

CLAP

PICK

VOTE

AI_SUMMARIZE

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

AI_SUMMARIZE_EPISODE

All-In with Chamath, Jason, Sacks & Friedberg

Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

5e91543a418a84a04666d32f/luRrBkRui5iONPtSTnvjm7x0J2r8.mp3