Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 7 February 2026
⏱️ 79 minutes
🧾️ Download transcript
Summary
(0:00) Besties intros: Brad Gerstner joins the show
(3:16) Epstein Files
(15:45) SaaS stocks crash out
(35:11) Moltbook panic
(47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powell
(1:00:50) SpaceX and xAI merge
(1:10:45) Brad's major win with Trump Accounts
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Referenced in the show:
https://www.nytimes.com/2026/02/05/business/epstein-investments-palantir-coinbase-thiel.html
https://www.miamiherald.com/news/local/article214210674.html
https://x.com/stockpickerspb/status/2009363916573290715
https://x.com/galnagli/status/2017573842051334286
https://x.com/balajis/status/1937517664907460980
https://x.com/truflation/status/2019409671212396815
https://www.cnbc.com/2026/02/03/musk-xai-spacex-biggest-merger-ever.html
https://polymarket.com/event/spacex-ipo-closing-market-cap-above
Transcript
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| 0:00.0 | All right, everybody, welcome back to the number one podcast in the world, your favorite podcast, with your favorite besties in the world. |
| 0:07.4 | The All-In podcast, Chabin is traveling and couldn't make it this week. |
| 0:12.7 | So, our favorite fifth bestie in the world, the one, the only, Brad Gersner from Altimiter, here to take a victory laugh for your Trump accounts. |
| 0:23.9 | Congratulations, brother. |
| 0:25.7 | Just getting started. |
| 0:26.6 | Started here, actually. |
| 0:28.2 | Look forward to God. |
| 0:29.2 | Yeah. |
| 0:29.7 | Yeah, we'll talk about it in depth and also with us from the great state of Texas. |
| 0:34.5 | My bestie and brother in arms, David Sachs. How are you doing? Brother here. How you. How you're loving it, aren't you? Freedom. |
| 0:42.9 | Yeah. So much freedom. Well, the ice storm is over and the weather looks really good right now. We're going to have 70s all weekend. It's great. Yeah. You figured out your internet. That has been resolved. Like I said, |
| 0:55.3 | it's a lot easier to fix my internet than to fix the state of California. |
| 1:00.3 | You fixed it in one week. So yeah, I would have to say that you're trending in the right |
| 1:03.9 | direction. And with us, of course, David Freeberg of O'Hallo. How are you doing, O'Hollo? |
| 1:10.8 | Look at your little promo in your hat. You're promoing with the hat. How's O'Hallo. How are you doing, O'Hollo? Look at you a little promo in your hat. |
| 1:12.6 | You're promoing with the hat. How's O'Hollo game? We haven't heard about it for a while. I'll give you some updates on another show. Today may not be the best day. I do appreciate you asking. I hear it's going great with the potatoes. You got the merch. I got merch. Yeah, you guys can go to boosted.ohalo.com and buy your gear today. |
| 1:29.5 | Oh. |
| 1:30.2 | Here's your quick science corner for the merch. I got merch. Yeah, you guys can go to boosted.ohalo.com and buy your gear today. |
| 1:29.5 | Oh. Here's your quick science corner for the day. They found a village called the O'Hollo site. |
| 1:34.5 | It was an archaeological dig on the Sea of Galilee, 26,000 years old. And in this |
| 1:40.1 | archaeological dig, they found these little clay pots filled with seed. So it predated all of our |
| 1:44.8 | understanding of agriculture and plant breeding and seed storage. So it really reinvented our |
... |
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