Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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The Infamous R.O Podcasts
Welcome to The Infamous R.O., where amazing things happen.
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1
All-In x Kill Tony: A Hilarious Holiday Special
1:18:19
1:18:19
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1:18:19(0:00) Intro! (2:47) Tony Hinchcliffe roasts the Besties (15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe (36:03) The Besties play Kill Tony! (50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more Thanks to our partners for making this happen! IREN: https://iren.com OKX: https://okx.com Google Cloud: …
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Scott Bessent: Fixing the Fed, Tariffs for National Security, Solving Affordability in 2026
56:58
56:58
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56:58(0:00) Treasury Secretary Scott Bessent joins the show (0:55) Recapping 2025 and the state of the economy (3:13) Tariffs: Leverage, legal challenges, implementation (15:20) Affordability: inflation, BLS data, interest rates (23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates (…
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Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?
1:30:27
1:30:27
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1:30:27(0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthr…
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Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes
1:38:31
1:38:31
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1:38:31(0:00) Tucker joins the besties! (4:11) Paramount vs Netflix: bidding war over Warner Bros Discovery (25:40) What's behind the rise of Nick Fuentes and America First? (49:13) Understanding the Anti-AI sentiment (1:21:52) Tucker in 20: Venezuela, Midterm issues, fall of Europe, Qatar, Charlie Kirk investigation, leaving NATO, supporting Israel Follo…
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1
OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?
1:14:17
1:14:17
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1:14:17(0:00) Bestie intros (0:12) OpenAI declares "Code Red" as competitors eat away ChatGPT market share (28:14) David Sacks vs. New York Times (51:24) New poverty line, America's slow descent into socialism 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/theallinp…
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1
Molly's Game Uncensored: The Truth Behind the World's Most Infamous Poker Game
38:26
38:26
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38:26(0:00) Molly Bloom joins the besties live in Las Vegas! (1:48) Did Jason actually play in "Molly's Game"? (3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game (16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie (31:10)…
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1
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
1:01:53
1:01:53
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1:01:53(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026 (35:25) Google's Gemini 3 and TPU breakthrough (42:51) Investing your own money vs. …
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Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth
55:05
55:05
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55:05(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:1…
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1
Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option
1:27:29
1:27:29
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1:27:29(0:00) Brad Gerstner joins the show! (0:49) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:33) Why Jensen Huang said "China is going to win the AI race."; the need for a federal framework on AI (30:39) OpenAI's strengths and headwinds: breakout product, trust issues, competition, b…
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Ari Emanuel on the Future of Entertainment: Hollywood, AI, Creator Economy, YouTube vs Netflix
27:25
27:25
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27:25(0:00) Introducing Ari Emanuel (1:03) Ari's background in the content business and Hollywood (4:14) How infinite distribution is changing Hollywood, the future of podcasting, creators owning advertising products (9:21) AI's impact: anticipating the 3-day workweek (12:13) Splitting time between TKO and WME, YouTube vs Netflix for creators, modern IP…
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Inside Saudi Arabia's AI Ambition: Tareq Amin on Building a New Tech Superpower
29:16
29:16
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29:16(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on th…
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Triple H on WWE's Evolution, the Rise of the Antihero, and the Psychology of Stardom
26:05
26:05
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26:05(0:00) Introducing Paul "Triple H" Levesque (0:56) The skills needed to be an effective professional wrestler, understanding the characteristics of President Trump and The Rock (5:41) The rise of the antihero / heel persona, and why modern wrestling is more morally grey (8:43) WWE vs UFC: Why they are opposites, star building (11:21) Physicality of…
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Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia
1:33:36
1:33:36
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1:33:36(0:00) Disgraziad Corner: The most disgraceful things of the week! (3:10) Elon on X's new algorithm, why there has been so much Sydney Sweeney content lately (11:35) Creating Grokipedia: Wikipedia's failures, the future of information on the internet, confirmation bias (24:52) Three years of X: Looking back on the Twitter acquisition and how it cha…
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Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
1:04:19
1:04:19
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1:04:19(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending (33:01) Culture Wars: The costly role of democratic identi…
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Nobel Peace Prize Winner: María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela
58:19
58:19
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58:19(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to cl…
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Nobel Prize in Physics Winner: John Martinis on the State of Quantum
49:59
49:59
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49:59(0:00) David Friedberg intros John Martinis, the 2025 recipient of the Nobel Prize in Physics (0:43) John's history, how he got into physics (4:54) Explainer on quantum mechanics (22:57) Quantum tunneling and the 1985 paper that led to this Nobel Prize (30:37) Understanding qubits, the state of quantum computing, and the impact of AI (40:56) US vs …
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NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage
1:24:32
1:24:32
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1:24:32(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidS…
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Joe Manchin on the Fight for America's Future: Term Limits, Bipartisanship & the 2028 Election
1:10:09
1:10:09
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1:10:09(0:00) Chamath and Jason welcome Senator Joe Manchin! (4:20) Blocking Build Back Better, defending the filibuster while dealing with paid protestors and death threats (19:39) How Biden's staff pushed him to the far left, mental acuity, how he "lost the will to fight," why Obama was an "elusive" president (28:12) Why socialism is on the rise in Amer…
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1
California Forever: The Startup Building America's Next Great City
10:50
10:50
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10:50(0:00) Introducing Jan Sramek (0:51) How California Forever is building America's next great city Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship …
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Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
1:16:15
1:16:15
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1:16:15(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we …
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1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
50:49
50:49
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50:49(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in…
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How Orlando Bravo Built One of the Most Successful Firms in Private Equity
28:57
28:57
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28:57(0:00) Introducing Orlando Bravo (1:53) Orlando's history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing's avionic…
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1
Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today
10:39
10:39
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10:39(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investor…
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1
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package
19:15
19:15
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19:15(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie's bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark's strategies for bull and bear markets (16:01) Thoughts on Elon's trillion-dollar pay package Thanks to o…
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Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
1:27:51
1:27:51
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1:27:51(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:3…
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Sequoia's Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
27:57
27:57
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27:57(0:00) Introducing Roelof Botha (1:08) Sequoia's Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it's broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia's culture, picking partners, investment dec…
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YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
28:13
28:13
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28:13(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube's revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Ge…
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Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
27:07
27:07
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27:07(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark's impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China's pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing…
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Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
1:29:31
1:29:31
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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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Ro Khanna on Crime, Censorship & Congress: Fixing What's Broken in America
54:15
54:15
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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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Multicoin Capital's Kyle Samani on Internet Capital Markets
13:32
13:32
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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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Rick Caruso on California's Collapse: Broken Leadership, LA Wildfire Failures & the Fix
22:56
22:56
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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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Arm CEO Rene Haas on AI: Nvidia Lessons, Intel's Decline and the US-China Chip War
25:05
25:05
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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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Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
1:07:50
1:07:50
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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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Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
30:40
30:40
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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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H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
1:23:48
1:23:48
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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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Eric Schmidt on AI, the Battle with China, and the Future of America
28:58
28:58
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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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Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
1:22:22
1:22:22
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1:22:22(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America (15:27) Assassination culture in America, online radicalization (30:37) Jimmy Kimmel suspended indefinitely by ABC (49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok (1:01:09) Besties discover their recent YouTube videos have been flagged as…
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Solana's Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
25:07
25:07
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25:07(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market (10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act (15:5…
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Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
25:38
25:38
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25:38(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber's business model over time (13:30) Other forms of transportation Uber could provide (16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, f…
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The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities
37:08
37:08
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37:08(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (13:56) Administrative bloat (16:12) Trump vs the Ivy League, viewpoint diversity (21:56) Impact of K-12 education declining (25:13) Will AI learning kill higher education? (29:14) Rising unemployment a…
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Tulsi Gabbard on Russiagate Hoax Evidence and How She's Reforming Politicized Intelligence Agencies
41:54
41:54
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41:54(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability (25:54) How Tulsi is received in her home state of Hawaii after switching parties,…
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Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
26:09
26:09
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26:09(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary (17:01) Criticisms around expanding access to sophisticat…
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Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit
31:48
31:48
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31:48(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robotics models, form factors, and more (14:42) AI science breakthroughs, measuring AGI (20:49) Nano-Banana and the future of creative tools, democratizati…
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Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
44:48
44:48
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44:48(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the "hands problem" (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, "Grokipedia" (31:29) Evolvin…
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Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
40:14
40:14
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40:14(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir's work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China's strategy, dealing with cartels (36:46) Why modern Progressivism i…
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The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025
28:21
28:21
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28:21(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to help companies go public faster (13:37) Evolution of markets: predictions, options, SPVs, secondarie…
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How to Save America: Mark Cuban and Tucker Carlson Debate | All-In Summit 2025
59:43
59:43
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59:43(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America's broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left? (24:27) How to make Americans believe in America again (34:12) AI job displacement (39:29)…
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Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025
30:36
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30:36(0:00) Introducing Secretary Wright (1:09) Nuclear, China's approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath's energy framework (21:42) Addressing challenges: budget cuts to research labs, residential energy cost incr…
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Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
1:07:05
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1:07:05(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs report: what is the state of the economy? (57:52) Google avoids worst-case scenario in antitrust case Follow the besties: https://x.com/chamath https://x…
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