Best Chamath Podcasts (2025)

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Winning the AI Race Part 5: President Trump on the AI Action Plan 57:20

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5d ago57:20

57:20

(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com 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…

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20VC: a16z's Martin Casado on Anthropic vs OpenAI: Where Value Accrues | Cursor vs Replit vs Lovable: Who Wins and Who Loses | The One Sin in AI Investing | Why Open Source is a National Security Risk ... 1:10:37

8h ago1:10:37

1:10:37

Martin Casado is a General Partner @ a16z where he leads the firms $1.25BN infrastructure fund. At a16z, Martin has led investments in companies like Cursor, dbt Labs, and Fivetran to name a few. Before joining a16z, he co-founded Nicira, acquired by VMware for $1.26B. At VMware, he served as CTO of Networking. Widely regarded as a visionary in ent…

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20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes ... 1:07:26

1d ago1:07:26

1:07:26

Fernando Fanton is one of the most respected product leaders in Europe, having held Chief Product Officer roles at Monzo and Just Eat. He previously led product and tech at Rappi, one of Latin America's most valuable startups. Today, Fernando is the CPO @ Property Finder; one of the biggest breakout unicorns from MENA. Agenda: 00:00 – Is “having a …

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Epstein Files Blocked, Trump Cancelled Colbert? & Zohran's Chances in NYC with Ezra Klein 3:00:10

5d ago3:00:10

3:00:10

YERRR – this one’s a political rollercoaster with Ezra Klein in the building, and nothing’s off limits. From Mike Johnson shutting down the Epstein vote to Trump’s sketchy second‑term plans, Ezra helps the boys connect the dots on conspiracies, power grabs, and why reform feels impossible.They get deep into Project 2025, the rising cost of educatio…

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20VC: Lovable Raises at $2BN & Hits $100M ARR | Is Cursor Worth $28BN at $1BN in ARR | How Do All Providers Deal with Anthropic Dependency Risk | Are Seed Funds F******: Have Mega Funds Won | Figma IPO ... 1:21:38

4d ago1:21:38

1:21:38

Agenda: 00:00 – Did Jason Just Kill Replit? 03:45 – Why Claude Lies To You and Cannot Be Trusted 06:50 – You Cannot Trust Agents. Period. 10:20 – Why Windsurf Was Dead Without Claude 12:30 – Cursor vs. Lovable: What’s the Better Bet? 14:40 – Should You Still Invest in Cursor at $28B? 18:05 – Would You Bet on Anthropic at $100B or OpenAI at $300B? 2…

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Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum 49:30

5d ago49:30

49:30

(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary 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.i…

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Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller 1:04:39

5d ago1:04:39

1:04:39

(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https…

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Winning the AI Race Part 2: Vice President JD Vance 26:00

5d ago26:00

26:00

(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world (16:41) AI’s impact on jobs (22:02) Should America facilitate “National Champions” in strategic industries? (24:09…

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Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian 1:34:25

5d ago1:34:25

1:34:25

(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko Robotics (44:37) Shyam Sankar, Palantir (1:00:33) Paul Buchheit, Y Combinator (1:13:35) Kelly Loeffler, Administrator of the Small Business Administrati…

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An unfiltered conversation with Matan Grinberg, CEO of Factory AI 52:22

5d ago52:22

52:22

Join Nolan Fortman and Logan Kilpatrick for a conversation with Matan Grinberg, CEO of Factory AI, about the future of software development, the launch of Factory, the challenges of scaling up autonomous coding agents, and the pivot that led to Factory building Droids. Check out Factory AI and Droids: https://www.factory.ai/…

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20VC: Scaling to $1BN+ in Revenue with No Funding: Surge AI | The Most Insane Scaling Story in Tech | 1:06:20

7d ago1:06:20

1:06:20

Edwin Chen is the Founder and CEO of Surge. Founded in 2020, Surge has scaled to $1BN+ in revenue with zero external funding. At the same time, their competitor, Scale.ai raised over $1.3BN to reach $850M ARR. Today, Surge have the world’s largest model providers as customers and have just 120 employees. Agenda: 00:00 — “Everyone Else Is Just a Bod…

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Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law 1:19:29

10d ago1:19:29

1:19:29

(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy (38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and …

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20VC: Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale | Did Google Overlook a Goldmine in the Core Asset and Did Founders Leave a Sinking Ship | How Cursor and Cognition ... 48:08

10d ago48:08

48:08

Scott Wu is the co-founder and CEO of Cognition, the company behind Devin, the world’s first AI software engineer. On Friday last week they pulled off the acquisition of the year, acquiring Windsurf, following their licensing agreement with Google. Previously a world-class competitive programmer, he was a gold medalist at the International Olympiad…

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The Full Evidence Epstein was a Spy w/ Saagar Enjeti 3:00:02

11d ago3:00:02

3:00:02

YERRR – the guys sat down with Saagar Enjeti to break down the madness behind Jeffrey Epstein and the web of power protecting him. From the leaked files to Ghislaine’s role, Saagar lays out how the story goes way deeper than the headlines. He digs into the media silence, the political connections, and why nobody at the top ever seems to pay. All th…

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20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P ... 1:21:58

11d ago1:21:58

1:21:58

Agenda: 00:00 Windsurf was dead—then this deal changed everything 05:00 The Windsurf x Google x Cognition saga explained 09:00 The OpenAI deal collapsed—what really happened 15:00 FTC rules forced a brutal deal structure—who lost? 17:00 The investors’ returns: who actually made money? 21:30 Will Google’s corp dev team get fired over this? 23:00 Cog…

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Did Trump Betray His Voters? Feat: Pod Save America & Ro Khanna 2:01:34

13d ago2:01:34

2:01:34

YERRR – this week’s episode is politics turned all the way up. First, the guys from Pod Save America pulled up to chop it up on the chaos in D.C. Then Congressman Ro Khanna slid through to break down what’s actually getting done in Washington with his new Senate Bill about releasing the Epstein files, and his idea for the future of the Democratic P…

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20VC: Vlad Tenev on Robinhood’s $85BN Resurgence | Tokenizing SpaceX & OpenAI | Building Nine Revenue Lines Over $100M | Why Crypto Will Be Robinhood's Biggest Revenue Line | Why Stablecoins Will Replace ... 57:52

14d ago57:52

57:52

Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood’s stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine l…

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Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs 1:30:50

18d ago1:30:50

1:30:50

(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence (46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome (5…

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20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025 1:15:51

17d ago1:15:51

1:15:51

Kieran Flanagan is the CMO at HubSpot, where he’s led the transformation of their growth strategy from SEO-led to multi-channel and AI-powered. Formerly SVP of Marketing, he helped scale HubSpot’s user base to millions and revenue past $2B. Before HubSpot, he drove breakout growth at Marketo and Salesforce. Kieran is one of the most respected voice…

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Why Trump is Covering for Epstein & How Diddy Got Off 2:06:40

18d ago2:06:40

2:06:40

YERRR the boys are diving headfirst into the the headlines this week: From Diddy’s dropped charges, to new Epstein revelations & why the silence from certain elites is louder than ever.All that and more on this week’s episode of FLAGRANT. INDULGE.0:00 FREE GHISLAINE + EPSTEIN WAS INNOCENT17:40 Was this a cover-up? "He was intelligence"24:36 Mutuall…

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20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just ... 1:07:29

18d ago1:07:29

1:07:29

Agenda: [00:00] The AI Talent Crisis No One’s Ready For [03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta [12:00] Meta’s AI Talent Magnet: Will It Actually Work? [15:00] Cursor Is Breaking the Market: Can Anyone Compete? [18:30] OpenAI’s SBC Bombshell: More Stock Comp Than Revenue [22:00] CoreWeave’s Pow…

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20VC: Scott Galloway on Are Billionaires Happy & The Impact of Money on Psychology and Self-Worth | Becoming a Better Father & Husband | Why We Should Drink More and Not Work From Home | The Tinder Effect ... 1:10:50

21d ago1:10:50

1:10:50

Scott Galloway is a Professor of Marketing at NYU Stern, where he’s taught for over two decades. He’s the founder of several successful companies, including L2 (acquired by Gartner for over $150M), Red Envelope, and Prophet. He’s a New York Times bestselling author of four books on business and tech, and co-hosts the award-winning Pivot podcast. Ga…

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An unfiltered conversation with Brett Adcock, CEO of Figure AI 50:04

23d ago50:04

50:04

Join Nolan Fortman and Logan Kilpatrick for a conversation with Brett Adcock, CEO of Figure AI, a general purpose robotics company. We talk about how robotics are the ultimate deployment vector of AGI, the challenges of robotics, and the timeline until home robots hit mainstream.

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Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO 1:25:11

24d ago1:25:11

1:25:11

(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:51) Harvard's money problems: bleeding $1B/year in fight against Trump,…

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20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and ... 1:11:17

25d ago1:11:17

1:11:17

AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal. 08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva? 16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off? 21:30 – How Index Is Returning $3.5B on 2 Deals 24:00 – Melio’s $2.5B Exit: In…

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Zohran Wins NYC, Schulz in Street Fighter Movie + Surprise UFC Pop In 2:20:32

27d ago2:20:32

2:20:32

YERRR – this week’s episode is a moovieeeeee. From Venezuela to Volkanovski, the boys cover everything. Mamdani’s got political motion, the Flagrant foreign party was all over Europe: Ibiza partying, Paris fighting and Spanish excellence, and Mark went to prison. But it doesn’t stop there – ALEX VOLKANOVSKI pulls up to break down his Ilia fight, wh…

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20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs ... 1:01:32

28d ago1:01:32

1:01:32

Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Phil…

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12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner 1:47:33

1M ago1:47:33

1:47:33

(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic…

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20Sales: How to Layer Enterprise Sales on PLG | How to Sell AI Tools To Enterprises That Are Scared | Should Reps Own Their Own Pipeline | Mistakes All Founders Make When Moving From Founder-Led to Rep ... 1:17:24

1M ago1:17:24

1:17:24

Kim Graves is GM, Americas at Notion, where she oversees all Sales and Customer Success efforts across the region. She brings extensive experience in building and scaling high-performing sales organizations, most notably at Slack where she helped grow revenue from $6M to over $1.5B. In addition to her operational role, Kim serves as a founding part…

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20VC: Nat Friedman and Daniel Gross Bought with Zuck's $100BN AI Budget | Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens | Why Larry Ellison is the Smartest Man in Tech | Substance ... 1:13:57

1M ago1:13:57

1:13:57

Agenda: 04:21 - The Meta Acquisition Bombshell: Nat Friedman & Daniel Gross Join Facebook?! 06:00 - Facebook’s $100 Billion Gamble: Can Zuck Buy the Future? 09:27 - The “Magic Room” Theory: Why Only Insiders Get Billion-Dollar Paydays 11:27 - Is Loyalty Dead in Silicon Valley? The Great Talent Exodus 16:00 - Harvey’s $5 Billion Valuation: Genius or…

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Ali Siddiq on Life in Prison, Fighting the Ruff Ryders, & If Drake Can Rep Houston 3:07:54

1M ago3:07:54

3:07:54

YERRR – the guys sat down with the OG & storytelling assassin Ali Siddiq, and he did not disappoint. From surviving prison to owning the stage, Ali breaks down how he turned pain into punchlines. This ep is hilarious, raw and real. All that and more on this week’s episode of FLAGRANT. INDULGE.00:00 Intro1:01 People think Ali's Indian2:43 Bill Russe…

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20VC: The Wild Story Raising $450M From Masa and Softbank | Why My Biggest Mistakes Came From Listening to VCs | Why 100 VCs Turned Us Down | Why European Founders Are Tougher Than US Founders with Johannes ... 1:16:45

1M ago1:16:45

1:16:45

Johannes Reck is the Founder and CEO of GetYourGuide, the $2BN company that started with a holiday to China and nothing to do. For the first two years, GetYourGuide received only 5 bookings. Today the platform is worth $2BN. They have raised from some of the best, including an amazing story with Masa Son and Softbank. In Today’s Episode We Discuss:…