Podcast Episodes

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

(0:00) David Friedberg intros GameStop CEO Ryan Cohen!

(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce

(11:58)…

8 hours ago

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cur…

4 days, 7 hours ago

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

(0:00) Besties are back!

(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns

(29:16) The AI regulatory capture trap…

1 week, 4 days ago

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

(0:00) Chamath explains the Best Ideas format

(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts

(13:07) Bornite Capital's Dan Drey…

1 week, 5 days ago

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

(0:00) PA Senators Fetterman and McCormick join the Besties

(0:33) Bipartisanship in 2026, rejecting extremism

(6:37) All-time unpopularity in the Se…

1 week, 6 days ago

Dan Dreyfus: America's Critical Minerals Crisis is Here

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals

(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks

(5:40) Impact o…

2 weeks ago

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

(0:00) Bill Maris joins the Besties!

(0:33) Four critical lessons from a career in technology

(5:58) Building Google Ventures with data and machine l…

2 weeks ago

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties!

(0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks

(5:15)…

2 weeks, 1 day ago

Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!

(0:47) Secondary Markets are Booming & Competing with IPOs

(3:10) Why Compan…

2 weeks, 2 days ago

The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel

(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!

(2:05) Both CEOs on going public: Impact on employees, custom…

2 weeks, 3 days ago