Teahose.
SIGN IN
NEW HERE — WHAT TEAHOSE DOES
We read the entire AI & tech firehose — so you don't have to.
PODPodcastsAll-In, No Priors, Acquired…
NEWNewslettersStratechery, Newcomer…
PAPPapersPhysical AI research
PHProduct Huntdaily launches
VCInvestor ScoutSequoia, a16z, Benchmark…
CLAUDE DISTILLS →
7 reads, 30 sec each — free, 6 AM ET.
+ a live graph of the companies, people & themes underneath.
HOME/ALL IN
POD

All In

EPISODES 66LATEST SEP 18, 2026HOST JARED ISAACMAN
01
SEP 18, 2026
Jared Isaacman: A New Era for NASA and American Space Exploration
JARED ISAACMAN
02
SEP 17, 2026
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
BRAD GERSTNER
03
SEP 17, 2026
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future
CHAMATH PALIHAPITIYA, DINA POWELL MCCORMICK, UNKNOWN SPEAKER 00, UNKNOWN SPEAKER 01, UNKNOWN SPEAKER 03, UNKNOWN SPEAKER 04, UNKNOWN SPEAKER 06, UNKNOWN SPEAKER 08, UNKNOWN SPEAKER 09, UNKNOWN SPEAKER 12
04
SEP 15, 2026
Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger
ELON MUSK, GWYNNE SHOTWELL
05
SEP 15, 2026
JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms
NULL
06
SEP 15, 2026
Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI
CHAMATH PALIHAPITIYA, SATYA NADELLA
07
SEP 11, 2026
AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
08
SEP 4, 2026
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
09
AUG 29, 2026
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, JASON CALACANIS, JASON SACKS, JASON SACKS (GUEST/EXTRA)
10
AUG 26, 2026
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics
CHAMATH PALIHAPITIYA, ERIC WEINSTEIN
11
AUG 24, 2026
Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China
MICHAEL KRATSIOS
12
AUG 18, 2026
Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety
CHAMATH PALIHAPITIYA, GARRETT LANGLEY
13
AUG 14, 2026
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
DAVID SACKS, GAVIN BAKER
14
AUG 13, 2026
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, JASON FRIEDBERG, RAHM EMANUEL
15
AUG 8, 2026
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
BRAD GERSTNER, DAVID FRIEDBERG, DAVID SACKS
16
AUG 5, 2026
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
CHAMATH PALIHAPITIYA, DAVID SACKS, DINO MAVRUCAS, VIB ALTAKAR
17
JUL 31, 2026
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
18
JUL 28, 2026
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
AMANDA MCMASTER, BERND BORNICK, DR. PÉTER FANKHAUSER, JASON CALACANIS, JONATHAN HURST, PÉTER FANKHAUSER
19
JUL 24, 2026
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
20
JUL 20, 2026
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, MARK CUBAN
21
JUL 18, 2026
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, NICK
22
JUL 15, 2026
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
ANTON OSIKA, JASON CALACANIS, JENSEN (DIALOGUE REFERENCE), PAT GELSINGER
23
JUL 13, 2026
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
DAVID SACKS, JASON CALACANIS
24
JUL 3, 2026
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
25
JUN 29, 2026
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
CHAMATH PALIHAPITIYA, DAVID SACKS, JASON CALACANIS, NATE SILVER
26
JUN 26, 2026
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
GAVIN BAKER, TRAVIS KALANICK
27
JUN 23, 2026
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
CHAMATH PALIHAPITIYA, DAVID SACKS, JASON CALACANIS, RYAN COHEN
28
JUN 19, 2026
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, SPEAKER_00, SPEAKER_03, SPEAKER_04, SPEAKER_06
29
JUN 13, 2026
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, SARAH FRIAR, SPENCER PRATT, THOMAS LAFONT
30
JUN 12, 2026
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
AARON COWEN, CHAMATH PALIHAPITIYA, DAN DREYFUS, DAVID FRIEDBERG, DAVID SACKS, GAVIN BAKER, JASON CALACANIS, KYLE SIMANI, OLEG NODELMAN
31
JUN 10, 2026
Dan Dreyfus: America's Critical Minerals Crisis is Here
CHAMATH PALIHAPITIYA, DAN DREYFUS, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
32
JUN 10, 2026
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
CHAMATH PALIHAPITIYA, DAVE MCCORMICK, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, JOHN FETTERMAN
33
JUN 9, 2026
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
BILL MARIS, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, SACKS
34
JUN 8, 2026
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, NIKESH ARORA, SARAH
35
JUN 7, 2026
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
BRAD GERSTNER, CHAMATH PALIHAPITIYA, DAVID SACKS, GAVIN BAKER, JASON CALACANIS, KELLY RODRIQUES
36
JUN 6, 2026
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
ANDREW FELDMAN, BRAD GERSTNER, CHAMATH PALIHAPITIYA, WILL MARSHALL
37
JUN 5, 2026
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
DAN LOEB
38
JUN 4, 2026
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
CHAMATH, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
39
JUN 3, 2026
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
BILL ACKMAN, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
40
JUN 2, 2026
OpenAI CFO Sarah Friar on IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, SARAH FRIAR
41
MAY 29, 2026
Pope vs AI, Anthropic's Digital God, AI Job Loss Narrative Flips, Open Source Crackdown Coming?
BILL GURLEY, CHAMATH PALIHAPITIYA, JASON CALACANIS
42
MAY 22, 2026
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, FRIEDBERG, GAVIN BAKER, JASON CALACANIS, SACKS
43
MAY 15, 2026
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, JASON CALACANIS, MARC BENIOFF
44
MAY 12, 2026
Charles & Chase Koch on How They Quietly Built a $150B Empire
CHARLES KOCH, CHASE KOCH
45
MAY 1, 2026
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACHS, JASON CALACANIS
46
APR 29, 2026
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, STEVE HILTON
47
APR 24, 2026
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, UNIDENTIFIED (APPEARS BRIEFLY), UNIDENTIFIED (BRIEF)
48
APR 17, 2026
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, TRAVIS KALANICK
49
APR 10, 2026
Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
BRAD GERSTNER, CHAMATH PALIHAPITIYA, DAVID SACKS, JAMAL PALIAPATI, JASON CALACANIS
50
APR 8, 2026
Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race
DAVID SACKS, JASON CALACANIS, JOSH SHAPIRO
51
APR 6, 2026
The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War
DAVID FRIEDBERG, SHYAM SANKAR, TRAE STEPHENS
52
APR 3, 2026
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, JASON CALACANIS
53
MAR 27, 2026
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits
CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS
54
MAR 26, 2026
Are Psychedelics the Key to Living Forever? (ft. Bryan Johnson)
BRYAN JOHNSON, DAVID FRIEDBERG, UNIDENTIFIED HOST/PARTICIPANT
55
MAR 23, 2026
Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
ARAVIND SRINIVAS, ARTHUR MENSCH, DANIEL ROBERTS, JASON CALACANIS, MICHAEL INTRATOR
56
MAR 23, 2026
How Matt Mahan Thinks He Can Save California
DAVID SACKS, MATT MAHAN
57
MAR 19, 2026
Jensen Huang LIVE: Nvidia's Future, Physical AI, Rise of the Agent, Inference Explosion, AI PR Crisis
BRAD GERSTNER, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, JENSEN HUANG
58
MAR 18, 2026
John Fetterman: The Rogue Democrat Who Broke Party Ranks
DAVID FRIEDBERG, JOHN FETTERMAN
59
MAR 17, 2026
Travis Kalanick & Michael Dell Live from Austin, Texas
BRAD GERSTNER, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS, JASON CALACANIS, MICHAEL DELL, TRAVIS KALANICK
60
MAR 13, 2026
Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
BRAD GERSTNER, CHAMATH PALIHAPITIYA, DAVID SACKS, JASON CALACANIS
61
DEC 13, 2025
Tucker Carlson: Rise of Nick Fuentes, Paramount vs Netflix, Anti-AI Sentiment, Hottest Takes
CHAMATH PALIHAPITIYA, DAVID SACKS, JASON CALACANIS, TUCKER CARLSON
62
DEC 6, 2025
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
JASON CALACANIS, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, DAVID SACKS
63
NOV 22, 2025
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
JASON CALACANIS, DAVID SACKS, CHAMATH PALIHAPITIYA, UNIDENTIFIED/UNKNOWN
64
NOV 14, 2025
Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
GOOGLE AI INFRASTRUCTURE REPRESENTATIVE, GOOGLE AI INFRASTRUCTURE REPRESENTATIVE, CHAMATH PALIHAPITIYA, DAVID FRIEDBERG, JASON CALACANIS
65
NOV 7, 2025
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
66
OCT 31, 2025
Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing — Grokipedia
ELON MUSK, DAVID SACKS, DAVID SACKS, JASON CALACANIS