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All-In

Industry veterans Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg cover economics, technology, politics, society, and poker.

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All-InEN · 107 min

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

Chamath PalihapitiyaJason CalacanisDavid SacksDavid FriedbergCyan Banister

The LA fires expose a governance and insurance failure, with catastrophe risk repriced toward 1-in-20 while regulation drives carriers from high-value neighborhoods.Rebuilding economics are impaired by $3M insurance caps versus $7–8M median homes, $1,000 per square foot costs, and Coastal Commission delays lasting decades.The unresolved burden falls on homeowners, insurers, or taxpayers, while Nvidia’s $3,000 edge-compute bet and Greenland’s shipping strategy offer separate competitive signals to monitor.