Best Chamath Podcasts (2025)

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Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy 1:29:31

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4d ago1:29:31

1:29:31

(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1…

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OpenAI Wants To Be The Windows Of AI 20:38

10m ago20:38

20:38

Forget building apps on TOP of ChatGPT, now they’ve put the apps INSIDE of ChatGPT. Why this is a play for ChatGPT to become the Windows of the AI era. The prediction market market continues to explode. Turning down the volume on streaming ads. And why Mr. Beast is worried about AI social media. OpenAI announces Apps SDK allowing ChatGPT to launch …

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OpenAI’s Big AMD Deal 21:44

12h ago21:44

21:44

Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors? AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC) El…

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20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy ... 1:04:59

2d ago1:04:59

1:04:59

Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they’ve leapfrogged GPU limits in inference, opera…

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(BNS) How Snowflake Wrote The GTM Playbook 53:02

3d ago53:02

53:02

Make It Snow is Snowflake’s go-to-market playbook, told by longtime CRO Chris Degnan and CMO Denise Persson. The central idea: sales and marketing must operate as “one brain in two bodies.” The takeaways are practical and candid: embed with customers sooner than feels comfortable, pick a clear foil, design programs you can rerun, centralize data so…

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Apple Blocks ICEBlock 21:49

4d ago21:49

21:49

Apple removes an app after the DOJ asked them to. People are using AI, but which AI are they actually paying for? Sora is now the number one app in all the land. And in the Longreads, now is it time to blame ChatGPT for breaking up marriages? Apple takes down ICE tracking apps after pressure from Bondi DOJ (Fox Business) A new a16z report looks at …

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20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with ... 1:00:32

5d ago1:00:32

1:00:32

Ketty Slonimsky is Chief Growth Officer at Palta, the platform behind apps like Flo (the #1 female health app with 77M+ MAU), Simple, and Zing AI, where she leads a centralized growth function across the portfolio. She was previously first VP Product & Growth at HeliosX (£900M+ ARR, bootstrapped D2C healthtech), has advised companies like SonderMin…

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Apple To Bench The Vision Pro? 20:17

4d ago20:17

20:17

More fallout from the Sora explosion, including my take on using it. OpenAI is now officially the biggest startup in the galaxy. We now know what Mira Murati’s new startup is building. The Brave browser is hitting some impressive user milestones. And why are young people flocking back to… checks notes… AOL? OpenAI’s Sora 2 Copyright Infringement Ma…

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Ro Khanna on Crime, Censorship & Congress: Fixing What’s Broken in America 54:15

5d ago54:15

54:15

(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI (24:25) Government shutdown, what actually happens? (3…

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20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin ... 1:16:32

6d ago1:16:32

1:16:32

AGENDA: 03:58 Understanding Burn Multiples and Capital Efficiency in an AI World 11:54 What Metrics Founders Need to Focus on in a World of AI 19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound 33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? 36:35 OpenAI Needs the Same Energy as Japan… WTF! 41:09 How Can …

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Multicoin Capital’s Kyle Samani on Internet Capital Markets 13:32

6d ago13:32

13:32

(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital markets Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and cr…

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Sora, Sora, Sora 20:25

5d ago20:25

20:25

Why Sora is all anyone can talk about, both the new social network and the new AI model. Satya Nadella is still Microsoft’s CEO but he’s taken some things off his plate. Oura gets colorful, and a hardware company that we’ve not spoken about in years is back, with AI onboard. OpenAI's Sora app lets friends swap AI video cameos (Axios) OpenAI made a …

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Matt McCusker on Bad Bunny Super Bowl, Life as a Drug Dealer, + Schulz is Back 2:04:33

7d ago2:04:33

2:04:33

YERRR – Andrew’s back, and things get weird fast. From Bad Bunny hot takes to getting robbed, getting caught, and gangs, this episode goes off the rails.We got:– Native flutes & nocturnal emishes– Weddings, parenting guilt & TikTok scams– Sydney Sweeney tributes, and Matt on guitarAll that and more on this week’s episode of FLAGRANT. INDULGE.0:00 I…

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Rick Caruso on California’s Collapse: Broken Leadership, LA Wildfire Failures & the Fix 22:56

6d ago22:56

22:56

(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California’s incompetence, running for CA Governor vs LA Mayor (14:21) Attention to detail (17:04) State of California: What it should be, homelessness, National Guard, policing Thanks to our …

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235: Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries 54:24

6d ago54:24

54:24

The NIA boys discuss Meta Vibes (AI Videos), TikTok’s $14B Sale, EA’s $55B Takeover & Gold Flips US Treasuries Timestamps (00:00:00) - Intro (00:04:29) - Meta Vibes (AI Videos) (00:18:44) - TikTok’s $14B Sale (00:30:02) - EA’s $55B Takeover (00:41:38) - Gold Flips US Treasuries What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & …

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Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War 25:05

6d ago25:05

25:05

(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm’s history, understanding Nvidia’s dominance in AI, training vs inference, physical AI market size (10:01) China’s AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion” (15:35) Manufacturing in America: how to create a culture of e…

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Amazon’s Hardware Event 20:43

7d ago20:43

20:43

All the headline’s from Amazon’s fall hardware event. Daniel Ek is stepping back from Spotify. A new Claude model. ChatGPT gets into the shopping biz. And OpenAI is likely launching it’s own TikTok clone soon to feature AI videos. And new buzzword alert! Microsoft wants you to start “vibe working.” Amazon announces new Kindle Scribes, including one…

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Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton 1:07:50

7d ago1:07:50

1:07:50

(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope (23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the “war on science” (37:37) Zipline CEO K…

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EA Taken Private 20:48

8d ago20:48

20:48

The biggest sign yet of the state of the gaming industry, EA is being taken private. DeepSeek’s new model might start a new AI price war. OpenAI announces their parental controls for teen users. And, the Wall Street Journal says debt financing is now playing an increasing role in AI CAPEX buildout. Electronic Arts Goes Private for $52.5 Billion in …

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20VC: OpenAI and Anthropic Will Build Their Own Chips | NVIDIA Will Be Worth $10TRN | How to Solve the Energy Required for AI... Nuclear | Why China is Behind the US in the Race for AGI with Jonathan Ross ... 1:21:29

9d ago1:21:29

1:21:29

Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA’s most formidable challengers. Previously at Google, Jonathan led the team that built the first Tenso…

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Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing 30:40

8d ago30:40

30:40

(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GLP-1 pricing and capital allocation after a breakout pharma product (12:56) Why Biotech VC has plummeted, “patent hacking” in China (15:32) Dave’s health regimen: good sleep, movement, healthy diet, so…

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(BNS) You're Not Killing It. Nobody Is Killing It. VC Legend Jerry Colonna 1:14:58

11d ago1:14:58

1:14:58

One of the very first VCs of the Internet Era, and especially the NYC tech ecosystem, Jerry Colonna reflects on his journey from growing up in New York to becoming a successful journalist and venture capitalist. Jerry discusses his transition to venture capital, the founding of Flatiron with Fred Wilson, and the challenges faced during the dot-com …

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H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law 1:23:48

10d ago1:23:48

1:23:48

(0:00) Bestie intros! (2:23) H-1B overhaul: origins and exploitation (25:26) Autism linked to Tylenol usage during pregnancy (43:42) Jimmy Kimmel returns to ABC: comments and reactions (59:21) Two major AI papers (1:09:00) YouTube update (1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law Follow the besties: htt…

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Is TikTok US Only Worth $14B? 23:23

11d ago23:23

23:23

Maybe… the TikTok thing has finally reached a resolution. Again. Maybe Amazon owes us all some money. Maybe that Neon app from yesterday was a bad idea. OpenAI and Meta make some super interesting strategic AI moves. And, of course, The Weekend Longreads Suggestions. Trump signs executive order supporting proposed deal to put TikTok under US owners…

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20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships ... 54:15

12d ago54:15

54:15

James Gibson is Head of Revolut Business. Under his leadership, Revolut Business now processes over $33 billion in monthly transaction volume and generates more than $1BN in annualised revenue. AGENDA: 04:10 Is Consulting the Worst Background for Aspiring PMs 07:09 How Revolut Hires for it’s Product Team 17:21 How Revolut Sets Goals: What Works, Wh…

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Get Paid To Train AI On Your Phone Calls? 20:20

13d ago20:20

20:20

Another lawsuit against OpenAI, this time from xAI. Intel approached Apple about bailing them out. What if crypto was reversable so you could recover fraud. Drama in open source land. And would you like to get paid to train AI on your phone calls? You’re in luck! Musk's xAI accuses rival OpenAI of stealing trade secrets (Reuters) Intel Is Seeking a…

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20VC: NVIDIA Invests $100BN Into OpenAI | Is Triple, Triple, Double, Double Dead | Navan Files to go Public & Notion Hits $500M ARR | The Impact of H1B Visas on Startups in the US 1:19:34

13d ago1:19:34

1:19:34

AGENDA: 00:00 Why I am 100% Equities and 0% Cash 04:35 Nvidia's Massive $100BN Investment in OpenAI 08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment 27:30 Is Triple, Triple, Double, Double Dead 44:00 Navan Files to Go Public at $8BN 49:31 Lockup Periods and Liquidity 50:35 Impact of H-1B Visa Changes on Startups 01:02:42…

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Eric Schmidt on AI, the Battle with China, and the Future of America 28:58

12d ago28:58

28:58

(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rockets, drones, defense, and more (17:32) Future role of America, and the decline of the West (21:51) AGI: boom or bust? Thanks to our partners for making this happen! Solana - Solana is the high performa…

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234: Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation 1:02:11

13d ago1:02:11

1:02:11

The NIA boys discuss Nvidia’s $100B OpenAI Deal, Meta Ray-Ban Display & Oura’s $10B Valuation Timestamps: (00:00:00) - Intro (00:05:33) - Nvidia’s $100B OpenAI Deal (00:33:38) - Meta Ray-Ban Display (00:55:01) - Oura’s $10B Valuation What Is Not Investment Advice? Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on th…

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The AI Incentives Game 20:25

13d ago20:25

20:25

Stargate gets off the ground, or at least, announces it is. What if OpenAI leases the chips from Nvidia instead of buying them. I go a bit deep in this episode in terms of the incentives behind all these AI moves. And what happens if AI makes translation as ubiquitous as spell check? OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate …

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Dr. K on Fixing Your Anxiety, Redpill Men Are Good, & Beating Cheap Dopamine 2:43:06

14d ago2:43:06

2:43:06

YERRR – the boys linked up with Healthy Gamer GG for a marathon deep dive into the mind, ego, and trauma. Dr. K makes this episode part therapy, part philosophy, part “bro-yap,” and it gets real.Dr. Alok Kanojia and the boys are talking:– Mid-life crisis and almost becoming a monk– Emotional baggage, procrastination, and why diagnoses don’t always …

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Ouroboros All The Way Down? 20:13

14d ago20:13

20:13

Nvidia is investing $100B in OpenAI, and there are a billion angles to that fact, so get ready to dive into it. Why were there giant sim farms popping up around NYC? The new AI to help you with Candy Crush, I guess. And new buzzword alert: say hello to “workslop.” Nvidia is partnering up with OpenAI to offer compute and cash (The Verge) Altman, Hua…