(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?

(30:25) Extreme rhetoric: Importance of dialing this down

(36:29) Censorship and lawfare on both sides

(40:32) Crime issues in major cities, why Democrats are losing on safety, common sense solutions

(47:46) Mamdani's surge: is Zohran the future of the party?

(51:15) Congressional stock trading ban

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(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

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IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

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Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

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(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

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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 event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

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(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 excellence?

(18:34) US export controls, building in the UK

(23:42) US-China AI arms race

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 event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com

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(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 Keller Rinaudo Cliffton on the future of drone delivery

(53:29) Q&A with Keller Rinaudo Cliffton, Cleo, and Friedberg: Instant delivery explosion, competitors, impact on healthcare

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 event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - https://www.polymarket.com/

Follow Cleo:

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Intro Music Credit:

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(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, social relationships, reading

(18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases

(21:16) Thoughts on RFK Jr, Big Pharma’s influence on the media, how AI empowers patients

(25:27) Impact of proposed NIH cuts, explaining the “PBM boogeyman”, next major pharma breakthrough

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 event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

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(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

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

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Referenced in the show:

https://polymarket.com/event/will-courts-block-trumps-100k-h1b-by-september-30

https://www.cnbc.com/2015/08/18/trump-sort-of-right-on-silicon-valley-visas-calacanis.html

https://x.com/RobertMSterling/status/1873174358535110953

https://www.firstpost.com/explainers/deepseek-employees-travel-ban-china-13872040.html

https://www.axios.com/2019/12/29/trump-att-outsourcing-h1b-visa-foreign-workers

https://hub.jhu.edu/2019/11/05/acetaminophen-pregnancy-autism-adhd/

https://x.com/ThaaatColin/status/1958690862185230539

https://x.com/ThaaatColin/status/1958690862185230539

https://polymarket.com/event/jimmy-kimmel-out-by-september-30?tid=1758935046582

https://x.com/sahilkapur/status/1970211641124847711

https://x.com/shawn_farash/status/1971289990283002022

https://x.com/Scott_Wiener/status/1970307297999007773

https://x.com/thackerpd/status/1971246303243010172

https://support.google.com/youtube/answer/7354993?hl=en

https://judiciary.house.gov/media/press-releases/google-admits-censorship-under-biden-promises-end-bans-youtube-accounts

https://arxiv.org/pdf/2509.13351

https://www.nature.com/articles/s43588-025-00854-1#Abs1

(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 performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Eric:

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Intro Music Credit:

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https://x.com/yung_spielburg

(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 "Restricted"

(1:06:23) All-In Summit recap

Follow the besties:

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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/charliekirk11/status/1909391943802703899

https://www.bbc.com/news/articles/c99g1e0z2ero

https://networkcontagion.us/reports/4-7-25-ncri-assassination-culture-brief

https://www.rollingstone.com/politics/politics-features/randi-weingarten-excerpt-fascists-hate-critical-thinking-1235428379

https://www.theguardian.com/us-news/2017/aug/18/new-yorker-and-economist-covers-slam-trumps-defence-of-white-supremacists

https://x.com/jk_rowling/status/1966256971134234678

https://x.com/megynkelly/status/1968477822982480298

https://x.com/LizMacDonaldFOX/status/1968837993797665085

https://www.nexstar.tv/nexstar-abc-affiliates-to-preempt-jimmy-kimmel-live-indefinitely-beginning-tonight

https://x.com/bennyjohnson/status/1968359685045838041

https://x.com/TheChiefNerd/status/1968492589201396052

https://www.nbcnews.com/pop-culture/tv/jon-stewart-rips-paramount-cbs-diatribe-cancellation-colbert-late-show-rcna220144

https://latenighter.com/features/analyst-network-late-night-talk-shows-became-unprofitable-in-2023

https://x.com/stoolpresidente/status/1968474692886340002

https://variety.com/2025/tv/news/paramount-warner-bros-discovery-acquisition-consolidation-analysis-1236515947

https://www.wsj.com/tech/details-emerge-on-u-s-china-tiktok-deal-594e009f

https://polymarket.com/event/who-will-acquire-tiktok-559?tid=1758241123068

https://arxiv.org/pdf/2209.07663

(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

(15:57) Quantum computing, AI’s impact on crypto

(18:48) Bitcoin: resiliency, market cornering, risks, future

(22:45) Ethereum, Visa/Mastercard

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Follow Anatoly:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg