The All-Index

Episodes

The tape, week by week

97 processed episodes · 88 with scored calls. Click any episode for its scorecard.

EpisodeTakes
E275Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?9
E274SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?8
E273Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño9
E272Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom16
E271OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze11
E270SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike9
E269OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out9
E268Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence7
E267SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity8
E266Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits9
E264Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare5
E263Inside the Iran War and the Pentagon's Feud with Anthropic with Under Secretary of War Emil Michael4
E262Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
E262Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
E261Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV3
E260Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick8
E259ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping4
E258Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs3
E257All-In's 2026 Predictions8
E256Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal5
E255Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?5
E254Tucker Carlson: Rise of Nick Fuentes, Paramount vs. Netflix, Anti-AI Sentiment, Hottest Takes5
E253OpenAI's Code Red, Sacks vs New York Times, New Poverty Line?10
E252Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom11
E251Home Affordability Crisis, Palantir's Advantage, Big Short on AI, H-1B Abuse, Solar Storm Hits Earth4
E250Does OpenAI Need a Bailout? Mamdani Wins, Socialism Rising, Filibuster Nuclear Option6
E249Elon Musk: OpenAI Betrayal, His Future at Tesla, and the Next Big Thing - Grokipedia6
E248NBA Gambling Scandal, Tesla Trillion Dollar Vote, Billionaire Tax, Amazon Robots, AWS Outage8
E247Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis6
E246Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally8
E245Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy6
E244H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law2
E243Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
E242Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust3
E241Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough3
E240AI Bubble Pops, Zuck Freezes Hiring, Newsom's 2028 Surge, Russia/Ukraine Endgame3
E238OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis7
E237Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
E236Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law4
E235Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs10
E234Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO3
E23312 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner6
E232IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate20
E231ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson3
E230AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes3
E229Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO9
E228Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro4
E227Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World10
E226Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down7
E225Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery5
E224Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon2
E223The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
E222DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias3
E221The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations5
E220White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue6
E219Fixing the American Dream with Andrew Schulz
E218Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO8
E217Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy6
E216The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private4
E215JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant2
E214DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s5
E213DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks8
E212Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!8
E211Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs5
E210LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland3
E2092025 Predictions with bestie Gavin Baker20
E208DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie6
E207Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC with bestie Keith Rabois5
E206New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale9
E205DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory
E204Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI7
E203Trump wins! How it happened and what's next
E202Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!4
E201Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks4
E200Dueling Presidential interviews, SpaceX's big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY5
E199Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey5
E198In conversation with Mark Cuban4
E197OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war6
E196Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala5
E195"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?3
E194In conversation with Reid Hoffman & Robert F. Kennedy Jr.6
E193Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions2
E192Break up Google, Starbucks CEO out, Kamala's price controls, Boeing disaster, Kursk offensive11
E191Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz7
E190Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO4
E189Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG5
E188Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem6
E187Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections7
E186Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship1
E185Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more6
E184In conversation with President Trump
E183Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser8
E182DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market5
E181Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?6
E180Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls4
E179GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?11
E178In conversation with Sam Altman4