All-In with Chamath, Jason, Sacks & Friedberg

Filtered episodes(7)

• 📋Intelligent Report
  Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

  Published Sep 22, 2026

  Blake Scholl

  (0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59) The pivot to powering data centers (10:38) Jason joins: data center demand, private jets & what winning looks like Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure that turn AI into business outcome

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• 📋Intelligent Report
  Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

  Published Sep 21, 2026

  Naveen Rao

  (0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine (19:46) Chamath joins: the path to product, porting existing models & building the team Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle

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• 📋Intelligent Report
  Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

  Published Sep 20, 2026

  (0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search & is your phone listening? (10:04) IPO tumble & becoming your own best investor (16:00) Privacy rules, Apple's crackdown & how agents change people's shopping (20:00) How a lean team beats the giants, margin moats & building in China Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Orac

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• 📋Intelligent Report
  Bill Gurley: Searching for Feynman

  Published Sep 19, 2026

  Bill Gurley

  (0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research: https://www.p3.institute/searching_for_feynman_resource_links.html Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/ Oracle connects the data, applications, and infrastructure tha

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• 📋Intelligent Report
  Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

  Published Sep 17, 2026

  Brad Gerstner

  (0:00) Welcome Brad Gerstner! (1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan (5:07) Can AI revenue pay for the CapEx? (8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion (12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates Thanks to our partners for making this possible! IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com Oracl

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• 📋Intelligent Report
  Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

  Published Jul 10, 2026

  (0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP Thanks to our partners for making this possible! AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a

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• StandardSummaries only
  Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis

  Published Mar 19, 2026

  (0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39

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