SHOW DIRECTORY
All-In
Industry veterans Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg cover economics, technology, politics, society, and poker.
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Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
Chamath PalihapitiyaJason CalacanisDavid SacksDavid FriedbergAlan Keating
Tether’s stablecoin model converts dollar demand into a high-margin Treasury-yield engine, with scale and distribution supporting extraordinary economics while falling rates, regulation and competition from Circle, Stripe, Visa and others threaten its margins.Google’s Gemini 3 gains share as custom silicon broadens the long-run challenge to Nvidia, while Huawei remains a conditional catalyst whose potential lithography progress could matter around 2027.
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
Chamath PalihapitiyaJason CalacanisDavid FriedbergThomas LaffontDavid Sacks
Meta is treating AI as a threat to perhaps half of its $1.7 trillion value, pairing reported $100 million talent offers with a $14 billion-plus Scale AI stake.That insurance addresses labeling and agent knowledge, but Chamath says Meta still lacks tightly coupled compute and silicon, making infrastructure integration the key risk as the Mag 7 separates into distinct AI wagers.