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All-In with Chamath, Jason, Sacks & Friedberg

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

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

🗓️ 10 October 2025

⏱️ 88 minutes

🧾️ Download transcript

Summary

(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?

(1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets

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https://x.com/Jason

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://truthsocial.com/@realDonaldTrump/posts/115340993884364431

https://x.com/RapidResponse47/status/1972726021196562494

https://x.com/JasonJournoDC/status/1976080696209760487

https://www.washingtonpost.com/archive/opinions/2005/05/23/israels-lawyer/7ab0416c-9761-4d4a-80a9-82b7e15e5d22

https://www.washingtonpost.com/opinions/2025/10/09/gaza-ceasefire-deal-trump-nobel-prize

https://x.com/BillAckman/status/1976307397099471229

https://polymarket.com/event/will-hamas-release-all-israeli-hostages-by-october-31?tid=1760021581013

https://www.newsweek.com/ice-rappel-black-hawk-helicopters-chicago-10809228

https://www.chicago.gov/city/en/depts/mayor/press_room/press_releases/2025/october/city-property-executive-order.html

https://www.whitehouse.gov/articles/2025/10/chicago-mayors-ice-free-zones-shield-violent-criminal-illegals-abandon-citizens

https://x.com/libsoftiktok/status/1965294885373947928

https://x.com/CollinRugg/status/1972716966831120601

https://x.com/unlimited_ls/status/1975302286969631204

https://www.newsweek.com/donald-trumps-approval-rating-boost-cities-crime-crackdown-10840101

https://www.washingtonpost.com/dc-md-va/2025/08/20/dc-poll-trump-crime-police/

https://marylandmatters.org/2025/09/05/moore-orders-state-police-to-assist-baltimore-cops-in-crime-reduction-efforts

https://www.politico.com/newsletters/west-wing-playbook-remaking-government/2025/04/28/musk-and-doge-have-a-poll-problem-00313461

https://x.com/wallstreetapes/status/1976030014614421936

https://x.com/ericldaugh/status/1976020869752508907

https://www.wsj.com/tech/ai/openai-amd-deal-ai-chips-ed92cc42

https://finance.yahoo.com/news/tether-gold-xaut-hits-1b-080222337.html

https://www.cnbc.com/2025/10/07/nyse-owner-intercontinental-exchange-2-billion-polymarket-stake.html

https://polymarket.com/event/will-polymarket-us-go-live-in-2025?tid=1760113275545

Transcript

Click on a timestamp to play from that location

0:00.0

All right, everybody, welcome back to the number one podcast in the world. That's right. It's your

0:06.9

favorite podcast. It's your podcaster's favorite podcast, the All In Podcast. We're back, baby.

0:13.3

Chamath Polyopatia is here. Our chairman, our dictator. How you doing, brother? Great. Yeah.

0:21.1

F*** fantastic. You know, you? Fri, fantastic.

0:22.7

You know, you put the Uber stock price and the Robin Hood stock price together, $150,

0:28.5

I'm annoying.

0:30.4

200?

0:31.4

I'm insufferable.

0:32.8

And 250, we just hit.

0:35.7

I am off the reservation officially hopping the fence. So yeah, life's good.

0:42.2

All right. With us again, David Sacks, the czar. By the way, what's the reason why your

0:47.4

Robin Hood stock is through the roof? Because of the crypto policies of the Trump administration.

0:51.3

Yeah, it's fair. Fair. It's half of it. That's why it's gone from,

0:54.2

what is it, like $3 to $130 billion. Two, two dollars. I paid less than a penny for my shares,

1:00.9

but yes, it went from 13. Well, this is typical liberal. You benefit from our policies and then

1:06.6

you trash them. I'm a moderate, independent moderate. Here we go. Now it's starting already. It's

1:11.9

going to be a great week. Everybody buckle up. And what's the namest thing in your payday? Our fifth

1:18.4

bestie is back. Brad, welcome home. It's great to be here. Great to be here. I went out and got a

1:23.5

hair. Welcome back into the fold. Welcome back. I got a haircut on the occasion. I mean, Jason, Jason, do you know how long it's been since I was last on this pod? I don't know. I've invited you like 12 times, but I think the emails, there's something going on with email. I didn't get any of my White House invitations. You didn't get any of all-in invitations. I mean, it's been so long since, it's been so long since I was on this pod.

1:45.0

I went back and listened. The last show I was on, we were still talking about how great

1:49.4

Chama Spacks were before they crashed the entire market and he's already back. I mean, it was

1:55.8

before Saxipu saved the entire crypto industry from prison and certain bankruptcy. And Jason, it was before you got so tilted with Democrats that you went completely off-grid, moved to Texas, and bought a bunch of guns. There it is. It's been a minute. It's been a minute. It's been a minute. It's been a minute. Oh, my God. Wow, here we are. Well, we'll all back and we're having some fun.

...

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