All-In with Chamath, Jason, Sacks & Friedberg Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
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Nov 22, 2025 The hosts dive into the implications of the Epstein Files release, questioning where his wealth originated and the delayed disclosure from the Biden administration. Tether's global business model and profitability are explored, alongside the risks it faces. NVIDIA's record quarter sparks a debate over Burry’s skepticism about depreciation. Google’s advancements with Gemini 3 and upcoming competition are discussed, while the return of Friedberg to a CEO role is examined. Finally, poker expert Alan Keating shares strategies for managing high-stakes pressure.
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Epstein Files Release Signals Public Accountability
- The Epstein files release is meant to respond to public demand and will be handled carefully to protect victims and ongoing investigations.
- David Friedberg and Chamath Palihapitiya predict embarrassing revelations across elites and possible intelligence links, not focused political hits.
Epstein's Money Is The Core Mystery
- The central unanswered question is where Jeffrey Epstein's wealth originated and why he had access to top scientists and billionaires.
- Chamath suggests intelligence-compromise or asset-use as plausible explanations for Epstein's influence and secrecy.
Tether Powers Dollar Access And Yields
- Tether's stablecoin supports financial inclusion for hundreds of millions by pegging local currency to USD and investing reserves in treasuries.
- Paolo Ardoino's model earns interest on reserves and redeploys capital, creating large margins but inviting competition and regulatory scrutiny.
