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All-In with Chamath, Jason, Sacks & Friedberg — Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
Buzzing ratingBUZZING· 70%1h 36m·2026-08-29·Technology

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed (33:32) Bessent gets called out by Druckenmiller for bond market…

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What people are saying

“Petition for Friedberg to start his own pod: edit****Science Corner Pod, in addition to All-In.... I don't want the band to breakup”

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“Friedberg is only getting better each week. Like a fine wine!”

— @IsaacWendt · YouTube comment

“This whole breakdown of how institutional science punishes independent researchers while Silicon Valley giants build autonomous AI systems to centralize power shows how calculated the system really is, but it's only a fraction of what was r…”

— @zehrasokmen · YouTube comment

“Friedberg deserves his own podcast. His intelligence and skills of communication are unbelievable!”

— @sachin265 · YouTube comment

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