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Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

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Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

All-In with Chamath, Jason, Sacks & Friedberg

Nov 22
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Nov 22
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(0:00) Bestie intros LIVE from The Venetian Las Vegas (1:13) Epstein Files breakdown (10:06) Biggest Epstein questions: where did his money come from? (14:44) Tether's booming business (23:50) Michael Burry vs. Friedberg, Nvidia's blowout quarter and r...

Highlights

Live from The Venetian Las Vegas during Formula One weekend, the hosts dive into a mix of high-stakes finance, technological breakthroughs, and psychological mastery under pressure.
09:04
The key question is the source of Epstein's money.
10:09
Leaked emails show Epstein in contact with CIA, Israeli, and Russian intelligence figures
14:45
Tether serves 500 million users globally and drives financial inclusion through dollar-backed tokens.
26:54
Changing chip depreciation from 3 to 6 years impacts profit by only ~12%.
38:39
Short overvalued OpenAI, go long on Google, Grok, and Anthropic due to data trust issues.
47:35
The movie Oppenheimer inspired me to become CEO of Ohalo.
48:57
Alan Keating can 'soul read' opponents, allowing him to make highly accurate reads in high-stakes games.

Chapters

Bestie intros LIVE from The Venetian Las Vegas
00:00
Epstein Files Breakdown
01:13
Biggest Epstein questions: where did his money come from?
10:06
Tether's booming business
14:44
Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026
23:50
Google's Gemini 3 and TPU breakthrough
35:25
Investing your own money vs. LP capital, why Friedberg returned as a CEO
42:51
Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology
48:57

Transcript

Chamath Palihapitiya: All right, everybody. Welcome back to the number one podcast in the world. We are together in person, Yes, the besties are together in Vegas. It's going to be a great time. We're here for F1. And our friends at the Venetian have been ...