All-In Podcast

"We with our agents hit $300 a day per agent using the Claude API like instantly"

"Four more Notion, four more Google Docs. So, it's almost like we added four employees."

"Four more Notion, four more Google Docs. So, it's almost like we added four employees."

"We've actually now created like three or four of these agents. We've bought the Mac Studios and we're now running on some of them."

"We've bought the Mac Studios and we're now running on some of them."

"We had to open up SaaS accounts for these four agents. So, actually our SaaS spend went up in the short to midterm because we opened up four more Slack enterprise versions."

"I actually like watching videos of police wearing body cams on YouTube and TikTok."

"I was so blown away with FSD that in the last week, we bought two more Model X's."

"I was so blown away with FSD that in the last week, we bought two more Model X's. So now everyone in my family, we're all on Tesla because the experience is so good."

"We are ordering Mac studios, the really powerful studios with like max memory on and they're putting Kimmy."

"You can put it on your Mac Mini. You run this like a server."

"Oh, here's your PolyMarket. So, Matt Mayan announced this morning very late entry to the gubernatorial race."

"Obviously, there'll be opportunities for other companies as well, but I think this is going to be such a big product that it may become the dominant form factor of AI, meaning more popular than the sort of research-oriented chatbot. Speaking from the policy point of view, I think it's going to change the policy debate around AI because so much of the policy debate over AI is about fighting the last set of battles around social media for those of us who are using G Suite and so on."

"I actually like watching videos of police wearing body cams on YouTube and TikTok."

"In the last week, we bought two more Model X's. So now everyone in my family, we're all on Tesla."

"So, Gmail, Notion, Slack, WhatsApp, maybe even your password manager."

"So, Gmail, Notion, Slack, WhatsApp, maybe even your password manager."

"So, Gmail, Notion, Slack, WhatsApp, maybe even your password manager."

"every Google doc, every Salesforce data confluence, you know. So now the data is all aggregated"

"every Salesforce data confluence, you know. So now the data is all aggregated"

"So it's like every Slack message, every Google doc, every Salesforce data confluence"

"So it's like every Slack message, every Google doc, every Salesforce data confluence, you know. So now the data is all aggregated"

"I have a domestic slack and a domestic notion. So I took the stack from the office and I just did it at home."

"Claude Computer Use this week kind of blew people's mind. I was using it earlier this week and I'm authenticating on Gmail, Notion, my desktop files."

"Notion is I think the best solution right now because notion put AI into it. Do you use Slack personally too for your domestic affairs?"

"I'm taking my Eight Sleep data, my Whoop data, my blood panels, and I'm putting it into all four of the major ones, asking it."

"I got my sleep score. I am a pillow princess like you, Dr. Oz. I hear that you're extreme about your sleep."

"he heard about this diabetes drug Ozempic and that he was going to give it a shot. He dialed the pen all the way up, puked, dialed it back down, lost his visceral fat."

"I connected my Notion to it, my Slack to it and my Google Docs"

"Uber the biggest success of my investment career like they bent rules too"

"I was one of the original angel investors in Robin Hood and I think they're doing Kelsey, too"

"Poly Market's our favorite"

"I like PrizePicks. I use PrizePicks to bet on Nick's parlays"

"I recently did this and I don't know if you play with Claude Co yet"

"I connected my Notion to it, my Slack to it and my Google Docs"

"I connected my Notion to it, my Slack to it and my Google Docs"

"Then you have Claude came out with co-work this week. Incredibly powerful. People are kind of losing their minds over it. I've been playing with it for the last 40 hours. Truly impressive."

"One of my weird like things that I watch on TikTok that I got stuck on and TikTok just keeps showing me them is these auditing videos."

"What's the poly market say, Jay Cullen, whether Waltz is going to get prosecuted, go to jail?"

"There is this great book, I've mentioned it in the past, by Stephen Baxter and Arthur Clarke called The Light of Other Days."

"Money has poured into gold and silver which have way outperformed the S&P. Shout out Vinnie Lingham."

"Money has poured into gold and silver which have way outperformed the S&P."

"go on YouTube and Patreon and throw this guy five or 10 bucks a month."

"There's an incredible channel on YouTube called Blancolirio. Have you ever heard it?... go on YouTube and Patreon and throw this guy five or 10 bucks a month... all he does is break down every aviation incident."

"What do you think of this new Corvette ZR1? Have you seen this beast? This new one, it's 1,000 horsepower plus 250. The thing cost $200,000. And for the money, it's a tremendous car."

"I'll tell you the other game changer on X has been Grok cuz you can just go at Grok what's the truth? And you won't necessarily always agree with Grok. I'm not saying it's perfect, but it's pretty darn good."

"Anthony Bourdain, rest in peace, did a really great parts unknown in 2013... If you want to see Iran, it looks so amazing. Look at the Anthony Bourdain parts unknown in Tehran."

"Nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a billion of those. And it is going to be the most transformative technology product ever made in the history of humanity."

"Nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a billion of those."

"I think Polymarket evolved from being kind of this one-off quirky prediction market to actually really providing insights into current events and the news in a way that none of us anticipated."

"My number one is Huawei, which I've mentioned in the past out of China. I think Huawei's effort to partner with SMIC to go deeper in the chip stack and they're just firing on all cylinders."

"I will pick copper. We are still completely underestimating how short we are in terms of the global demand supply dynamics of a handful of critical elements that we need."

"Poly market. Poly markets on a tear. Network effects. Replacing media replacing markets."

"My prediction for 2026 is that Amazon is going to have a massive year as they continue to replace humans with robots."

"Avengers Doomsday is going to be I think fantastic. Robert Downey Jr. as Dr. Doom setting up secret wars."

"I also like Timothy Shalabay and Dune part 3 is coming out."

"Well, the new Christopher Nolan movie is coming out. The Odyssey looks interesting."

"Elon and DOGE were 100% right about government fraud. There's massive waste, fraud, and abuse. Elon saw it, confirmed it, and got attacked for it."

"You should start a subscription service, you know, like Substack or any of the other ones, Beehive"

"You should start a subscription service, you know, like Substack or any of the other ones, Beehive"

"their first interaction, one of the first was about they bonded over a book called Deception, which appears to justify the use of deception in certain circumstances"

"Jason hosted an episode of This Week in Startups roughly, I think in 2011, with a couple of the Bitcoin core founders"

"Sagar and Jetty from Breaking Points believes that the Epste shows that there is a quote unquote Epstein class"

"The prediction markets today unless they are regulated out of existence or shut down will look like the stock market pre-Regulation FD."

"His returns were double the market returns when this kind of information sharing was legal. And the minute that it became illegal and you had to basically act on the same edge as everybody else, his returns went to the market return."

"Figma down 13%, Salesforce 11, Service Now 11, Adobe 8%."

"Figma down 13%, Salesforce 11, Service Now 11, Adobe 8%."

"You guys can go to boosted.oh.com and buy your gear today."

"Figma down 13%, Salesforce 11, Service Now 11, Adobe 8%."

"Listening is done by Zoom now, right? It creates the action items."

"MoltBook is like a Facebook for agents right and it's really more of a Reddit than a Facebook it's a message board where the agents can talk to each other."

"This idea that everyone gets an account and you can track your account like a 401k, which is a defined contribution program, is what all of Social Security should move to."

"You have now created Trump accounts. You were at the White House. You had the big launch."

"SpaceX is acquiring XAI, largest M&A transaction in history, $1.25 trillion combined valuation."

"Welcome back to the number one podcast in the world. Your favorite podcast with your favorite besties in the world, the All-In podcast."

"How's Oh, we haven't heard about it for a while."

"His venture firm, Craft Ventures. We're excited to have them on the cap table."

"There was a company called Blockstream that he invested in along with Reid Hoffman that involves some of the Bitcoin core developers."

"They added a legal tool to Claude Co-work. This is essentially what Claude code or a coding agent is."

"SpaceX is acquiring XAI, largest M&A transaction in history, $1.25 trillion combined valuation."

"Nvidia 4.5 trillion market cap. That's up from 300 billion 36 months ago. So this is a company that in 36 months created $4.2 trillion of market value."

"The Airbnb photos look great."

"Dollar has dropped as gold and silver and copper have ripped."

"You can talk to a virtual assistant and it does things for you just like ChatGPT or XAI might."

"You can talk to a virtual assistant and it does things for you just like ChatGPT or XAI might."

"They're organizing with each other on Signal and they're being followed around."

"The Heritage Foundation, I think David, you worked there at some point, right? Did an internship. That organization, that think tank has done tremendous research into this. They have a database. I think they've collected now 3,000 cases of voter fraud over a 40-year period."

"New York Times and Wall Street Journal did a good job on these."

"New York Times and Wall Street Journal did a good job on these."

"Well, this is it. It's called AIDR. AI detection and response. And this is why it's a huge opportunity for us because on average, each employee is going to have about 90 agents they control."

"So it went to the Slack channel that had the other 99 agents and said, 'Hey Lord, does any other agent have access to this thing because I need it fixed?'"

"They were even using AI. My understanding, and I'm sure you've been following this, to get developer jobs in the United States, convince Americans to put laptops in their homes so that they could remote work."

"Since Hewlett-Packard 85 years ago started building Silicon Valley, the idea has always been that just a couple of founders with a great idea, start their company"

"Do you trust signal and uh your iPhone to protect you as a corporate executive?"

"We're very lucky to have Chase Lock Miller with us. He's the CEO and co-founder of Crusoe Cloud... which is or was the first NeoCloud really."

"People are now saying, 'Hey, I'm going to use the Comet browser by Perplexity. ChatGPT's got a browser. Claude has an extension.'"

"People are now saying, 'Hey, I'm going to use the Comet browser by Perplexity. ChatGPT's got a browser. Claude has an extension.'"

"Get all my emails from LinkedIn and then put that into a database and add it to my CRM."

"New York City, that's the big one. I think Joby made an announcement that they're going to be at one of the ports. Yeah, you're your contemporary."

"Adam Goldstein, CEO of Archer Aviation. Welcome back to All-In."

"So WhatsApp signal what about those two? You think those are attack vectors people can do insertions there?"

"Uh Prenuvo with the 3D scans, Nico, Daniel X, new company doing a $300 full body scan."

"What patients are going to use is a consumer product, ChatGPT, Grok, you know, and so forth."

"What patients are going to use is a consumer product, ChatGPT, Grok, you know, and so forth."

"There's Function Health doing blood labs, Superpower, Whoop just started offering them."

"There's Function Health doing blood labs, Superpower, Whoop just started offering them."

"Aura, Apple Watch, HLEP, I'm an investor in that one."

"Aura, Apple Watch, HLEP, I'm an investor in that one."

"Aura, Apple Watch, HLEP, I'm an investor in that one. Full disclosure, it's doing great."

"I'm not sure I agree with the current push to allow the selling of H100s there, but it's reasonable to disagree with me there."

"Under I think it's called the Genesis program? I think it's sort of the equivalent of a Manhattan project for AI. Of course, we need this."

"if you look at Huawei and what they did with 5G, their networking up against Cisco and our national champions, they ran the table in a lot of countries"

"in our industry, sometimes you have to reinterpret rules. Airbnb, Uber the biggest success of my investment career like they bent rules too"

"It's almost rest in peace Scott Adams, creator of Dilbert. What a giant of ridiculing corporate America. That exact layer is gone."

"maybe they hear about this company LinkedIn because they work in the HR department"

"They'll know Indeed or LinkedIn's going to work"

"if you go into many parts of the third world you begin to see BYD cars all over the rest of the world. I was just in Mexico City and every car is BYD."

"why don't I tokenize some OpenAI shares? Sam wasn't Sam Altman wasn't too thrilled with that"

"how do you get that data? You put GoPro cameras and sensors on people's arms like I saw"

"South Park has been deranged this season. I mean, they have gone full bore in attacking him like to a level that I wouldn't feel comfortable explaining the details of it."

"we were part of the SharePoint group and I remember that the product managers there were very proud of the fact that the revenue from the SharePoint ecosystem"

"there seems to be a gap between you know playing around with ChatGPT and getting some interesting results and getting business results"

"According to Grok, only Texas explicitly bans wealth taxes."

"OpenAI is buying compute capacity from Cerebras. They committed to purchase up to 750 megawatts over 3 years."

"And they have Starlink and they have access and VPNs. And so, they want to be part of the future."

"Here's your poly markets and then I'll let you give your thoughts on it. Kani out as supreme leader of Iran by January 31st."

"I had Zack Dell from base power on this week in startups... they just put a battery like a little R2-D2 tube outside your house"

"I went to Tesla with Elon and I went and visited the Optimus lab."

"Because what LLMs are going to enable those products to do is understand the world and then do things in the world that we don't want to do."

"Between your Eight Sleep, your Oura, your Whoop, all of that, your blood work coming together and giving you customized medicine."

"Compare the last two or three years since ChatGPT was launched to the 30 before it."

"You look at Anthropic, which we're also investors in, that goes from $60 billion last year to, you know, a couple hundred billion."

"We invested in Stripe in 2010. It became a hundred billion dollar company 12-13 years later."

"We saved 1.5 million hours in search and synthesis last year, but we're dividending that to solve more complicated problems."

"Our aspirations in venture capital is to be the best seed firm in the world."

"I remember when Larry and Sergey started walking around with these. Larry came on the dance floor with these and I said, 'Larry, take those off.'"

"Waymo obviously is leading the pack but then you also have BYD, Alibaba, Pony AI - this is a global race."

"You have Function Health, you have Superpower now doing - getting your blood work done every year having a concierge talk to you about it for $800-$1100 a year."

"Between your Eight Sleep, your Oura, your Whoop, all of that, your blood work coming together and giving you customized medicine."

"Between your Eight Sleep, your Oura, your Whoop, all of that, your blood work coming together and giving you customized medicine."

"I listened to Loveline on K-Rock as a teenager pre-internet, like before the internet really took off. The content you and Dr. Drew put out on Loveline on drugs, sex, human psychology was really kind of expansive for folks."

"we're already seeing this with Robinhood and Coinbase and we should expect something from NASDAQ this year"

"we're already seeing this with Robinhood and Coinbase and we should expect something from NASDAQ this year"

"we're already seeing this with Robinhood and Coinbase and we should expect something from NASDAQ this year"

"Can I short that movie on a polymarket? I'm sure there will be. You could probably bet on the box office."

"There's such an incredible variety of high-quality content that's emerging from independent creators that are leveraging their own distribution platforms through YouTube and others."

"They just did a deal with Bill Simmons, I see, and with Bar Stool Sports to move over their sports shows, podcasts, video shows from YouTube."

"No, Jason. It's not planes. It's like Caterpillar."

"Well, and there's a monetization path. You have Substack where people can give donations, GoFundMes and on top of that YouTube allowing you to share revenue."

"Well, and there's a monetization path. You have Substack where people can give donations, GoFundMes and on top of that YouTube allowing you to share revenue."

"or Marine One like is there a special thing where you're just like what is going on?"

"He was the inventor of TPU at Google. There is very few people like this in Silicon Valley or the world."

"two years ago they acquired Definitive and we were able to bring one of our other besties Sunonny Madra in as president."

"NVIDIA GPUs crush you and their architecture is designed for massive parallel processing which makes them really amazing at digesting these long prompts."

"It started by an investigative reporter named Jeff Balon launched his first investigation into this in February of 2013 at Fox 9 News, local investigative journalist."

"When you watch 60 Minutes or CBS or whatever, they're cut down. They're sort of like segment pieces. It's seven minutes long."

"There just isn't a way for a network news station or CNN to do that sort of work where you can sit down and spend 45 minutes looking at like the very real footage that you put out."

"Let's get some Terry Black's. Sax and I Terry Black's eating beef ribs with our shotguns and our pistols."

"It was proposed by a guy named Dave Rean who runs SEIU which is one of the unions in order to make up for the healthcare shortfall that his members are going to be experiencing."

"you have Function Health superpower. Tons of these companies trying to get self-directed healthcare going and lower costs."

"you invested in Groq essentially formed the company with your partners 5 years, 6 years before ChatGPT even debuted."

"Right now, there's nothing in Social Security. There's a $4 trillion note that the government owes the Social Security trust fund."

"There was an article in the New York Times today talking about Epstein's connections to Silicon Valley."

"if you look at Huawei and what they did with 5G, their networking up against Cisco and our national champions, they ran the table in a lot of countries. They clobbered us in Africa."

"It would be Netflix if they don't close the Warner Brother deal. I do think Netflix's service is being challenged from all sides with deep content libraries."

"Obamacare had this one incredibly fatal flaw, which I still cannot understand how these folks did not understand this. They cap the gross margin."

"I'm building a project internally called Ultron and Ultron inside of my firm that is going to basically with the Slack API we're pulling every single message from Slack into our OpenClaw."

"I had these guys on This Week in Startups because I had heard about Bitcoin early when it was like under a dollar."

"I had Silicon Valley Reporter magazine. He was a billionaire financier and he wanted to invest in the magazine."

"when my company Yammer was acquired by Microsoft"

"Chamath was the backer of this company for close to a decade and had to come rescue it a couple of times. It was a brutal non-consensus bet."

"Slack 25 billion, Groq 20 billion. Two incredible... but Slack we sold to Salesforce."

"I just built the show that I wanted to do. You know, I was very lucky early on at the comedy store to get to host the open mics there"

"We're always debating investment ideas on the pod. Well, generated assets on Public let you turn your ideas into an investable index with AI."

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"All-In Summit Los Angeles September 13th to 15th. Tickets are now taking applications."

"We're going to be having our first All-In Liquidity event May 31st to June 3rd. Go to allin.com/events to apply for a ticket."

"That's why I'm launched founder university on three continents. Please apply Japan, Saudi, and in America. We're going to help you build companies."