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All-In with Chamath, Jason, Sacks & Friedberg

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Business, Entrepreneurship, Technology

4.010.4K Ratings

🗓️ 24 April 2026

⏱️ 91 minutes

🧾️ Download transcript

Summary

(0:00) Bestie intros!

(4:55) SpaceX-Cursor deal, compute as leverage

(18:33) SaaS bloodbath, debt bomb incoming, buy the dip?

(46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Apple?

(1:00:32) SPLC indictment, out of control NGOs

(1:19:03) Science Corner: Potential cause discovered for colon cancer spike in young people

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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://www.bloomberg.com/news/articles/2026-04-21/spacex-says-has-agreement-to-acquire-cursor-for-60-billion

https://www.bloomberg.com/news/articles/2026-03-02/cursor-recurring-revenue-doubles-in-three-months-to-2-billion

https://techcrunch.com/2026/04/17/sources-cursor-in-talks-to-raise-2b-at-50b-valuation-as-enterprise-growth-surges

https://polymarket.com/event/will-spacex-acquire-cursor

https://polymarket.com/event/spacex-ipo-by

https://x.com/ttunguz/status/2046815725285945820

https://x.com/elonmusk/status/2032201568335044978

https://www.reuters.com/business/thoma-bravo-nears-agreement-turn-software-firm-medallia-over-creditors-source-2026-04-22

https://www.bloomberg.com/news/articles/2026-04-02/blackstone-squeezes-thoma-bravo-and-its-ailing-software-company-medallia

https://x.com/Benioff/status/2044981547267395620

https://www.apple.com/leadership/john-ternus

https://www.bloomberg.com/news/articles/2026-04-21/apple-bets-new-ceo-john-ternus-will-bring-back-jobs-era-decisiveness

https://polymarket.com/event/next-ceo-of-apple

https://x.com/joecarlsonshow/status/2046349686253265302

https://x.com/nickshirleyy/status/2043756610955423782

https://www.justice.gov/opa/pr/federal-grand-jury-charges-southern-poverty-law-center-wire-fraud-false-statements-and

https://www.justice.gov/opa/media/1437146/dl

https://www.vice.com/en/article/2014-vice-news-awards-the-most-offensive-tweet-ubers-white-privilege

https://x.com/nickshirleyy/status/2043756610955423782

https://www.nature.com/articles/s41591-026-04342-5

Transcript

Click on a timestamp to play from that location

0:00.0

Jason, you are the unique person that is at the intersection of both the and the SPLC files. Do you have a comment? No, do you have a comment, Jason? No, I'm not in the SPLC files. Yes, you are. Yes, you are. I'm adjacent. You're SPLC adjacent and your. What does that mean? In the Venn diagram. Thank you, though, for putting me in the crosshairs of all the movies. He's got a really good way to select.

0:23.1

There's a reason why I'm carrying this, guys. Oh, my God. It's because the people. What the fuck is going on? There's a reason why I carry a stiletto at a P-35. What the fuck are you doing? There's a reason. If you want to jump the fiends, feel free.

0:40.1

Shake out is ready.

0:44.2

I'm going all this.

0:47.4

Let your winners ride.

0:50.1

Rain Man, David Sachs.

0:54.1

And it said, we open source it to the fans, and they've just gone crazy with it.

0:58.4

Love you, best.

0:58.9

I'm queen of Kinwa.

1:00.8

All right, everybody, welcome back to the greatest podcast in the universe, episode 270 of the All-In podcast, your podcaster's favorite podcast with me again

1:13.0

your sultan of science david freeberg the dick tater from out polyhapapitia and yeah the rain man is

1:21.9

back yeah it's definitely david david sacks he's definitely in dc with with pot Yeah, Potus lets him drive in the driveway. Sacks, what's going on? You pushed back. You big shot at the entire crew and pushed the show back an hour. Simple text. He's like, with POTUS. It's unbelievable. Start later. Okay. Okay, Daddy.

1:44.6

Look at him. All right. All right, big shot. What's going on? No, look, I was in D.C. today. And I was at the White House. And I just asked if the president had time and he made time. And we did have a little meeting. And so we did push back the pod for that. One thing I just want to say is just what a pleasure he has to deal with. You know, when I read in the media, they're always describing him in a certain way that, you know, he's yelling at people or he's moody or something like that. And that's never, ever been my experience with him. He's always pleasant to be with he's always genial

2:18.8

he asks questions he's interested in the subject matter it's just a completely different portrayal

2:24.4

i don't get where the media is coming from at all on this he's charming a f let's just call it what

2:29.7

it is he's charming i mean maybe if you double crossed him maybe i don't know but i've just never

2:34.0

seen any evidence of of how they described them at all. And I think on our issues of AI, I think we're really lucky that he's the president who's in the White House when this AI revolution is happening. I mean, doing old history, Sacks, what would happen if Kamala Ding-dong was in right now and we'd have like no data centers?

2:51.3

We'd have no data centers and they'd be using AI to censor us and they'd be promoting DEI values through AI that was in the Biden executive order.

2:59.9

President Trump just wants the country to win and be successful and he doesn't have these like dumer neuroses about it.

3:11.0

That's not to say we don't support any regulation at all,

3:14.6

but we should have specific solutions for specific problems as opposed to being cowering in fear over this and just trying to halt all progress.

3:20.1

And I think a really good example of that was his idea around data centers

...

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