All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Welcome Will Ahmed, CEO of WHOOP
(0:59) WHOOP's $500 Hardware Problem & the Subscription Pivot
(6:59) Inside 50 Billion Hours of 24/7 Health Data
(19:31) WHOOP's AI Coach, Journal Insights & GLP-1 Tracking
(34:57) WHOOP vs. the FDA & Competitor Wearables
(44:33) Lightning Round & LeBron James becomes a WHOOP Ambassador
 
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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 
 
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#allin #tech #news

(0:00) Bestie intros!
(0:11) Ken Griffin's AI bubble warning
(8:19) Palo Alto Networks CEO Nikesh Arora joins
(14:24) AI Cyber panic: PHP exploits and the tumultuous year ahead
(44:17) France on the brink: Riots, immigration referendum, debt crisis
(1:31:49) Trump's second half strategy, Press Secretary J-Cal?
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Referenced in the show:
https://www.bloomberg.com/news/articles/2026-10-20/ken-griffin-says-ai-almost-certainly-in-a-bubble-right-now
https://x.com/chamath/status/2112757725369348417
https://abcnews.com/Technology/urgent-security-fix-issued-code-vital-estimated-70/story?id=137447718
https://thephp.foundation/blog/2026/10/21/todays-php-security-release-and-how-were-strengthening-php-security
https://x.com/eastdakota/status/2113079352682570051
https://x.com/nsacyber/status/2112903220209098897
https://abliteration.ai
https://www.nytimes.com/2026/10/21/world/europe/macron-trump-france-protests.html
https://www.reuters.com/world/europe/french-10-year-bond-yields-hit-5-highest-since-2002-2026-10-21
https://www.wsj.com/finance/investing/french-government-bond-yields-rise-spread-widens-as-treasury-yields-fall-e67fc4cd
https://x.com/visegrad24/status/2111542897598455888
https://polymarket.com/event/france-declares-state-of-emergency-byptptpt
https://polymarket.com/event/moodys-or-sp-downgrades-france-byptptpt
https://x.com/GOP_is_Gutless/status/2112157762981347373

(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
 
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#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 
 
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Intro Music Credit:
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Intro Video Credit:
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#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
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Intro Music Credit:
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Intro Video Credit:
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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