All-In with Chamath, Jason, Sacks & Friedberg

They debate ICE operations in Minneapolis and the political fallout from two recent deaths. A lively demo and discussion of personal AI assistants, open-source models, and agent swarms. Analysis of the falling dollar and a rally in gold and silver. Brief discussion of the California governor race and the wider political implications.

Chase Lochmiller, CEO of Crusoe, builds energy-first AI data centers in West Texas. Adam Goldstein, CEO of Archer Aviation, leads eVTOL certification and city trials. George Kurtz, CEO of CrowdStrike, tackles AI-driven cyber threats and nation-state tactics. Jeremy Allaire, CEO of Circle, focuses on USDC, stablecoin regulation, and internet-native money. They discuss AI compute infrastructure, air taxis, cyber defense, and digital-dollar plumbing.

Dr. Mehmet Oz, cardiothoracic surgeon turned CMS administrator focused on health policy and tech. He discusses AI and consumer tools reshaping primary care. They cover GLP-1 drugs, pricing and access. A deep dive into medical fraud, enforcement tactics and state accountability. Immigration, addiction and pragmatic approaches to care and enforcement are debated.

Brian Armstrong, Coinbase CEO focused on crypto adoption and stablecoins; Andrew Feldman, Cerebras CEO building wafer-scale AI compute; Jake Loosararian, Gecko Robotics CEO deploying industrial inspection robots. They discuss on-chain markets and tokenization, extreme AI compute and data-center power, and robots as the nervous system collecting domain data for real-world AI applications.

David Sacks, a Silicon Valley entrepreneur, and Michael Kratsios, a former U.S. tech official, dive into America's AI ambitions. They discuss the critical need for robust infrastructure and a unified regulatory framework to propel innovation. Both tackle the competition with China, highlighting the U.S.'s edge in technology and market share. With AI's potential to revolutionize productivity and support national labs, they argue for a proactive export strategy. The conversation also sheds light on the risks of political bias and the future of jobs amid technological advancement.

(0:00) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff" (22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship (34:42) Understanding the "Censorship Industrial Complex" in America Follow Sarah: https://x.com/UnderSecPD 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

Satya Nadella, CEO of Microsoft and a key player in the tech industry's AI transformation, shares insights from Davos. He explores the evolution of AI copilots and autonomous agents, emphasizing their potential to reshape white-collar work. Nadella discusses the fierce competition in the AI landscape, reflecting on Microsoft's strategic partnership with OpenAI and the importance of local models. He also predicts a rich ecosystem of AI solutions, with both top-down and bottom-up adoption driving enterprise change.

The hosts dive into the turmoil in Iran, examining the possibility of regime change driven by youth protests. They discuss Microsoft's groundbreaking plan to subsidize energy costs for residents while challenging hyperscalers to share the burden. The conversation shifts to OpenAI's transformative deal with Cerebras, indicating a new era for AI chips. A contentious wealth tax in California sparks a debate on the implications for billionaires, alongside a playful chat about Trump’s interest in acquiring Greenland and its strategic significance.

Marty Makary, a surgeon and public health researcher, shares his insights as the current FDA Commissioner, focusing on healthcare reforms and price transparency. He discusses 42 swift reforms at the FDA, the U.S.-China biotech race, and how to accelerate drug approvals safely. Makary also critiques outdated nutrition guidelines, advocating for a revamped Food Pyramid and addressing America’s obesity crisis with GLP-1 drugs. He delves into vaccine strategies, the importance of AI in healthcare, and explores rising autism rates and their potential causes.

Adam Carolla, a comedian and media personality, shares his insights on California's governance and its consequences. He dives into the aftermath of the Palisades Fire, criticizes regulatory red tape that hinders rebuilding, and exposes what he terms 'gyno-fascism' in safety culture. Adam also discusses media bias, the economic effects of safety standards, and the impact of DEI initiatives in Hollywood. He advocates for political change in California and predicts a shift towards freedom-oriented states as residents seek better governance.