Podcast

All-In with Chamath, Jason, Sacks & Friedberg

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

Website ↗ Last published 30 October 2026 442 posts collected by Sputnik

Hosts

All-In with Chamath, Jason, Sacks & Friedberg is hosted by Jason Calacanis , David Friedberg , Chamath Palihapitiya and David Sacks .

Said on All-In with Chamath, Jason, Sacks & Friedberg

“We've become a state where if you do the right thing, you're punished. And if you do the wrong thing, you're rewarded. That is upside down. But that's the story beneath everything. And that's what we need to turn around. That's what this election is actually about.” — Steve Hilton, All-In with Chamath, Jason, Sacks & Friedberg

Steve Hilton · 2026-09-23 Permalink → Listen →

“I've always said from the beginning of this that it's not going to be easy to win. It's going to be very difficult because of the structural factors in California, but it's not impossible. And given the seriousness of our predicament and how much I think the whole country depends on a successful, growing, thriving, leading California, then we should go for it. I always say California means to America what America means to the world.” — Steve Hilton, All-In with Chamath, Jason, Sacks & Friedberg

Steve Hilton · 2026-04-29 Permalink → Listen →

“Last year, the Google Cloud business for this quarter was generating $3.5 billion of operating income. This quarter, it's over $11 billion of operating income. And this is a lot like the SpaceX AI story, where the value of the compute infrastructure that's been built is just tremendous. The question is, does Google actually have the models that sit on top of it?” — David Friedberg, All-In with Chamath, Jason, Sacks & Friedberg

David Friedberg · 2026-10-30 Permalink → Listen →

“We keep seeing Jevons paradox play out at every level, which is as you cut the cost of tokens … more and more use cases, enterprises use it more and more. And the net result is that the total demand just keeps going up and the total revenue and market size keeps growing. Also, just to reiterate a point that you made earlier in the program, the new applications that are coming all consume a lot more tokens than the ones that we started with, right? Like agents use a lot more tokens than prompting, and cyber defense is going to use a lot more tokens than just doing, you know, a pen test once a year.” — David Sacks, All-In with Chamath, Jason, Sacks & Friedberg

David Sacks · 2026-10-30 Permalink → Listen →

“Only one or 2% of people in corporate America are even using these tools. We are greatly underestimating the uptick here. … I think the utilization of these things is going 500x. The token usage is 500x. That means we're going to have not enough compute, and everybody's got the build out completely wrong. There won't be enough. And people are going to look back on this moment and say, why didn't you build more compute? Why didn't you spend more on CapEx?” — Jason Calacanis, All-In with Chamath, Jason, Sacks & Friedberg

Jason Calacanis · 2026-10-30 Permalink → Listen →

“I've never seen something in my adult working life where a handful of companies are effectively competing with governments now for capital. … You've never seen companies, in an organized manner, have one very narrow thing that they need money for that is a one-way bet … that attracts the same amount of money that would otherwise go to a traditional two-, three-, four-, five-year bond auction. It's kind of nutty, actually.” — Chamath Palihapitiya, All-In with Chamath, Jason, Sacks & Friedberg

Chamath Palihapitiya · 2026-10-30 Permalink → Listen →

“The entire United States economy is levered to the AI complex. So very narrowly, we're talking about seven or eight companies that set the tone for the entire country. And whether we like it or not, that is where we are.” — Chamath Palihapitiya, All-In with Chamath, Jason, Sacks & Friedberg

Chamath Palihapitiya · 2026-10-30 Permalink → Listen →

“In the S1, Anthropic shows how many customers they have that are spending 100K or more. … 200 customers in 2024, end of year, 1,500 end of 2025, and at the end of September, 11,900 customers spending 100K or more. … The addressable customer base is about a million customers. So they're only, call it, 1% of total customer penetration potential.” — David Friedberg, All-In with Chamath, Jason, Sacks & Friedberg

David Friedberg · 2026-10-30 Permalink → Listen →

“Microsoft's revenue went from $198 billion to $332 billion in the last four years, while staff only increased by 2,000 people. … You would have thought before AI that if somebody said we're going to get close to doubling revenues at this kind of scale, you probably would have thought that headcount would have doubled too. And the reality is headcount stayed flat.” — Chamath Palihapitiya, All-In with Chamath, Jason, Sacks & Friedberg

Chamath Palihapitiya · 2026-10-30 Permalink → Listen →

“I think this is probably going to be the biggest venture outcome of all time, especially given the time in which this was created. This is only a six-year-old company. I think the exit here is going to be on par with SpaceX's IPO, but SpaceX has been around for like 20-something years. So this is probably the fastest value creation of any venture-backed company in history.” — David Sacks, All-In with Chamath, Jason, Sacks & Friedberg

David Sacks · 2026-10-30 Permalink → Listen →

“When you're a hardware business, you're incentivized to ship new hardware every 12 months, whether or not it's actually innovative, because you always need that next dollar from a hardware sale. And also, when you're a pure hardware company, you're not incentivized to be innovating on top of the existing product, because you want to convince people to buy the next thing. And for us, we're actually with the opposite incentives.” — Will Ahmed, All-In with Chamath, Jason, Sacks & Friedberg

Will Ahmed · 2026-10-29 Permalink → Listen →

“This is the first time we have dwelled so much on the dark side of technology in history. … And my thesis is it started with the godfathers or whatever you want to call them, the builders of this technology. They have over-indexed and dwelled harder on the dark side of this, causing this narrative. I think we need a narrative shift.” — Nikesh Arora, All-In with Chamath, Jason, Sacks & Friedberg

Nikesh Arora · 2026-10-23 Permalink → Listen →

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