4.2 • 7.1K Ratings
🗓️ 10 October 2025
⏱️ 88 minutes
🧾️ Download transcript
(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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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/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://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://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
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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