All-In

Daniel Ek

Spotify passed 700 million active users and 300 million premium subscribers; Daniel Ek became executive chairman January 1 and returned to building.Neko's $499 unit-economic-positive visit combines 53 blood markers, 6,000 images and clinician review in roughly an hour.Over 100,000 scans found serious, previously undiagnosed conditions in roughly 1% of members; population outcomes and budget effects remain unresolved.

David Friedberg × Bryan Johnson

Johnson frames 5-MeO-DMT as a potential longevity modality disrupting age-stiffened brain patterns, but his reset remains subjective pending MRI, Kernel and EEG analysis.Earlier psilocybin sessions coincided with altered connectivity, a blood-glucose shift from the top 99.5% to 99.9%, and microbiome changes, without proof of causality or durability.Governance remains central: supervision may reduce psychosis and founder risks, while mitochondrial, FOXO3 and organoid programs remain exploratory.

Chamath Palihapitiya × Jason Calacanis × David Sacks × David Friedberg × Dr. Mehmet Oz

Healthcare is framed as productive capital: one extra working year for the average American could be worth $3 trillion, while lower-cost care—not simply more spending—is the prerequisite.Negotiated GLP-1 prices could fall from about $1,200 to near $200 and repay taxpayers within two years, while AI may make GPs five to 10 times more efficient.The upside depends on hybrid deployment, interoperability and verification, as suspected hospice and home-care fraud could reach $3.5 billion in Los Angeles County and 20%–30% overall.

David Friedberg × Marty Makary

FDA’s reform agenda targets development speed through centralized reviews, AI completeness checks, one pivotal trial, and fewer animal-testing requirements, potentially saving some companies $100 million to $300 million.Continuous evidence, computational models, and bespoke pathways for cell and gene therapies could increase portfolio throughput while detecting safety signals earlier than conventional review cycles.The competitive test is whether faster U.S. trials can close China’s biotech gap without sacrificing trust, as vaccine, food, pricing, and enforcement reforms remain politically contested.

Dave Ricks

Lilly’s GLP-1 franchise reflects an 18-year compounding bet, with tirzepatide reaching $8.1 billion in Q2 revenue and roughly 20 million prescription users globally as the opportunity expands beyond weight loss.Lilly cut its direct price to $499 and expects an oral drug next year, but reimbursement, patent expiry, R&D funding, biotech distress, and conditional brain-health applications remain key variables.

Chamath Palihapitiya × Jason Calacanis × David Sacks × David Friedberg

The $100K H-1B fee could reset a lottery serving roughly five times the 85,000 annual slots, pricing out labor arbitrage concentrated in IT consulting while remaining about $15K yearly over seven years for scarce talent.Meanwhile, AI efficiency claims, China-focused recruitment, and California’s SB 771 create catalysts and risks to monitor, but Sacks questions the papers’ reproducibility and expects the robot revolution to require more electricity.

Chamath Palihapitiya × Jason Calacanis × David Sacks × David Friedberg

Trump’s challenge to Lisa Cook tests central-bank independence, while the panel debated replacing Fed rate-setting with market signals and preserving supervision and payments.The 10% Intel stake converts $8-9 billion of CHIPS support into taxpayer upside, as 446 bankruptcies and $2.2 trillion of maturing commercial-real-estate debt expose refinancing risk.

Chamath Palihapitiya × Jason Calacanis × David Sacks × David Friedberg × Tony Robbins

Robbins frames behavioral change as measurable infrastructure built from physiology, strategy, and progress, reporting 93% of participants symptom-free at six weeks and 72% lower negative emotions after one year.His philanthropy and 114 companies show wealth as fuel for larger moonshots, but his longevity predictions of becoming “a year younger” annually within five to 10 years rest on personal testimony rather than independently presented evidence.