All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption
(9:07) Open Weight vs. Frontier AI Models
(18:07) AI and Cyber Warfare
(21:14) AI Regulation and the Global AI Arms Race
(30:32) Vertical Integration and Software Consolidation
 
Follow Nikesh:
https://x.com/nikesharora
 
Follow Arvind:
https://x.com/ArvindKrishna
 
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/@allin
 
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
 
#allin #tech #news

(0:00) Dylan Field joins the show: Figma's origin story and mission
(3:16) Adobe's $20B deal blocked: inside the antitrust fight
(12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse"
(18:52) Creativity in the AI era: why taste and boldness win
(36:02) Human agency, AI's promise, and what comes next
 
Thanks to our partners for making this possible!
As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at: https://CreativePlanning.com/AllIn
With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org 
 
Follow Dylan:
https://x.com/zoink
 
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/@allin
 
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
 
#allin #tech #news

(0:00) Ben Horowitz fills in for Friedberg!
(2:18) CoreWeave's debt selloff: did the AI bubble just pop?
(31:14) AI's deflationary impact: decompiled software
(45:44) Anthropic's investor day gets mixed reactions
(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices
(1:22:19) Understanding Bill Gates the Doomer
Follow Ben:
https://x.com/bhorowitz
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/@allin
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
Referenced in the show:
https://x.com/chamath/status/2110128893680378299
https://www.google.com/finance/quote/CRWV:NASDAQ
https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html
https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips
https://polymarket.com/event/coreweave-announces-bankruptcy-by
https://x.com/FearedBuck/status/2109443893955567694
https://polymarket.com/event/ipos-before-2027
https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo
https://www.anthropic.com/research/self-replicating-ai
https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks
https://x.com/DavidSacks/status/2109849209742450696
https://www.anthropic.com/research/distillation-defenses
https://x.com/brian_armstrong/status/2109412046244913643

(0:00) Billy Evans joins Friedberg
(3:38) How they met, Elizabeth the person vs the headlines, indictment
(11:02) Life on trial, having a child, where she went wrong in fundraising
(19:28) Understanding the verdict, sentencing, and the mistake of staying silent
(26:09) Elizabeth calls from prison, her life in jail
(31:34) Why they did the documentary with Nathan Fielder
(35:47) The road home, restitution math, why his new company is not Theranos 2.0
Thanks to our partners for making this possible!
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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/@allin
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

(0:00) Martin Shkreli joins the Besties!
(0:55) Why quantum computing is a one-trick business and why he's betting against it
(7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma
(11:37) AI, drug discovery, and who actually wins
(21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taught him
 
Thanks to our partners for making this possible!
 
IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/
 
Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai
EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com
 
Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com
 
Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/
 
Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com
 
PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com
 
Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/
 
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
 
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/@allin
 
Follow on LinkedIn: 
https://www.linkedin.com/company/allinpod
 
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
 
#allin #tech #news