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All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
All-In with Chamath, Jason, Sacks & Friedberg

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

All-In Podcast, LLC 1h 29m 8 months ago
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Show Notes

Tap timecodes to jump
() Bestie intros!
() EA acquired for $55B in biggest LBO ever, why PE is in trouble
() IPO market, SPAC 2.0
() The AI rollup opportunity
() Sacks joins the show!
() OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?
() Open source AI: DeepSeek's new model, pressure on US AI industry
() State AI regulation frenzy: States' rights vs Federal control, overregulation
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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://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900
https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost
https://x.com/Jason/status/1973461806585966655
https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai
https://x.com/scaling01/status/1972650237266465214
https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act
https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis

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