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All-In with Chamath, Jason, Sacks & Friedberg

AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.27.1K Ratings

🗓️ 22 August 2025

⏱️ 72 minutes

🧾️ Download transcript

Summary

(0:00) Bestie intros

(1:59) What's new with the All-In Summit

(9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction?

(30:49) Meta's AI hiring freeze: are the AI talent wars slowing down?

(39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee

(54:03) Russia/Ukraine: Trump's two summits, what endgame to expect?

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https://x.com/DavidSacks

https://x.com/friedberg

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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/autismcapital/status/1958566758719398351

https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo

https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html

https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview

https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html

https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4

https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html

https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html

https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html

https://polymarket.com/event/democratic-presidential-nominee-2028

https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000

https://www.businesswire.com/news/home/20250820615513/en/Statement-from-Marcus-Lemonis-Executive-Chairman-of-Bed-Bath-Beyond

https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx

Transcript

Click on a timestamp to play from that location

0:00.0

In confidence, Sacks told me he's a little broken up about the empty nest kind of thing.

0:00.7

And by empty nest, I mean his bulldog moose is coming to live on the ranch. As the moose landed? The moose is landing next week. We're giving him a three-month trial. If he's on his best behavior, he stays. He's going to be great. He's so well-trained. What's going on? Moose is our bulldog. Yeah? And... This is loose.

0:03.3

He needs the space.

0:38.1

He needs a ranch. He's a very athletic bulldog. This dog is not a couch potato. He's like very active. He just needs the space to run around. Why don't you just buy a ranch and give him his own ranch? I buy a ranch when a best he has one a ring. Yeah, the bestie who loves bulldogs.

0:40.3

But no, he's a, he's a spectacular specimen of a bulldog.

0:44.0

Oh, he is stunning bulldog.

0:45.7

Yeah, he's a beautiful dog.

0:47.1

Great bulldog.

0:47.9

This is a trial adoption, a Saxe Calacanus adoption cycle.

0:52.3

Oh my God, this is sad.

0:53.5

You know, these bulldogs resist training.

0:56.0

Like Jason.

0:57.0

You know, like, yeah.

0:59.0

They are the most stoic, loyal, but stubborn individuals.

1:04.0

They will...

1:05.0

Overweight, stoic.

1:07.0

Not overweight.

1:09.0

This is a shelt dog.

1:10.0

How dare you? How dare you? Moose is a specimen. In terms of personality, this is founder market fit. I mean, this is like owner of pet fit. Founder bulldog fit. So what Moose would do is he would jump on the couch and just kind of lay there. So we'd like moose, no go down. So we put him down. He jumps right back up. We

1:28.6

take him down. He jumps right back up. Yeah. I mean, he can go on all night doing this. So finally,

1:33.8

you just give in and let him sit there. It's literally J-Cow. It's literally. They are.

1:37.9

Now it's his couch. Now it's his couch. It's literally J-Cow. Yeah.

...

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