All-In with Chamath, Jason, Sacks & Friedberg

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.

The hosts dive into the California wealth tax debate, sparking discussions about migration and business impacts. They predict the biggest political winners and losers for 2026, highlighting the tech landscape’s controversies. Notable mentions include business winners like Huawei and the risks of state pension liabilities. AI's role in reshaping job markets and the possible resolution of US-China tensions generate animated debates. Let's not forget the anticipated trends in media and significant asset performances that are sure to shake things up!

Howard Lutnick, the United States Secretary of Commerce, shares insights from his impactful role and past as a business leader. He humorously recounts an Air Force One story and discusses the scope of the Commerce Department. Lutnick explains the intricacies of tariffs, revealing how they are utilized to reshape trade dynamics. The conversation also dives into strategies for achieving 5-6% GDP growth by 2026, negotiation challenges with India, and efforts to lower pharmaceutical costs while tackling fraud. It's a compelling blend of policy and humor!