All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Spencer Pratt vs. the Machine
(3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone
(14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About
(28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall
(38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild
(52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again
(56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight
(1:04:22) His 8-Year Vision
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://x.com/spencerpratt/status/2049497051793412557?s=20

(0:00) Bestie intros! Thoughts on the LA mayor election
(4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory
(26:48) Is Anthropic the next great monopoly? Early signals or major overreaction?
(35:21) "FDA for AI" freakout, how the White House thinks about AI safety
(52:01) Flipping AI's negative perception: Giving, healthcare and education innovation
(1:00:04) Trading the AI market, state of the economy
Apply for Summit 2026:
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Follow the besties:
https://x.com/chamath
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https://x.com/DavidSacks
https://x.com/friedberg
https://x.com/altcap
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://x.com/WallStreetApes/status/2052413443739951366
https://www.anthropic.com/news/higher-limits-spacex
https://x.com/elonmusk/status/2052073463029055926
https://x.com/shaunmmaguire/status/2052075296002625942
https://x.ai/news/anthropic-compute-partnership
https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard
https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil
https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html
https://x.com/SusieWiles47/status/2052192419718783246
https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html
https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf
https://x.com/ahall_research/status/2052042535661691282
https://x.com/SenSanders/status/2052116733683470556

(0:00) Bestie intros
(3:05) OpenAI misses targets, Codex gains on Claude
(20:02) AI cybersecurity: a market that's about to explode
(31:03) Elon vs Sam Altman lawsuit
(41:00) Big tech smashes earnings, Capex explosion
(52:44) Vibecoding nightmare: AI deleted someone's codebase
(58:33) Retatrutide craze: peptides go mainstream
(1:06:34) Friedberg's Supreme Court experience
Apply for Summit 2026:
https://allin.com/events
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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Follow on Instagram:
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Follow on TikTok:
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Follow on LinkedIn:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.instagram.com/missthingthepod
https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273
https://polymarket.com/event/ipos-before-2027
https://x.com/aakashgupta/status/2049723185617412550
https://arxiv.org/pdf/1803.03635
https://x.com/AISecurityInst/status/2049868227740565890
https://x.com/ns123abc/status/2049527702076449244
https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28
https://x.com/ns123abc/status/2049527702076449244
https://www.google.com/finance/quote/CSCO:NASDAQ
https://x.com/chamath/status/2049864100143104420
https://x.com/zerohedge/status/2049895327566561683
https://x.com/lifeof_jer/status/2048103471019434248
https://x.com/levie/status/2049163935182733396
https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing

(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor
(8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible?
(27:52) Why CA Homes Cost 3x More to Build (Unions, CEQA, and Climate Dogma)
(44:50) Why CA Schools Spend the Most but Get the Worst Results
(50:02) Crime, Homelessness, and the Failure to Enforce Laws That Already Exist
(1:01:34) Can a Republican Actually Win California?
Follow Steve:
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Follow the besties:
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https://x.com/friedberg
Follow on X:
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Follow on Instagram:
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Follow on TikTok:
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Follow on LinkedIn:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect

(0:00) Bestie intros!
(4:55) SpaceX-Cursor deal, compute as leverage
(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?
(46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?
(1:00:32) SPLC indictment, out of control NGOs
(1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people
Apply for Summit 2026:
https://allin.com/events
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://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion
https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion
https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges
https://polymarket.com/event/will-spacex-acquire-cursor
https://polymarket.com/event/spacex-ipo-by
https://x.com/ttunguz/status/2046815725285945820
https://x.com/elonmusk/status/2032201568335044978
https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22
https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia
https://x.com/Benioff/status/2044981547267395620
https://www.apple.com/leadership/john-ternus
https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness
https://polymarket.com/event/next-ceo-of-apple
https://x.com/joecarlsonshow/status/2046349686253265302
https://x.com/nickshirleyy/status/2043756610955423782
https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and
https://www.justice.gov/opa/media/1437146/dl
https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege
https://x.com/nickshirleyy/status/2043756610955423782
https://www.nature.com/articles/s41591-026-04342-5