All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
(0:00) Chamath explains the Best Ideas format (2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts (13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy (27:19) EcoR1 Capital's Ol...
12 Jun 1h 7min
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
(0:00) PA Senators Fetterman and McCormick join the Besties (0:33) Bipartisanship in 2026, rejecting extremism (6:37) All-time unpopularity in the Senate, the filibuster question, tribalism (13:33) Fi...
10 Jun 43min
Dan Dreyfus: America's Critical Minerals Crisis is Here
(0:00) Dan Dreyfus Presents: The Future of Critical Minerals (0:33) America's "Capital Light Era" is over, rapid supply/demand shocks (5:40) Impact of China cutting off the US from critical minerals (...
10 Jun 24min
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
(0:00) Bill Maris joins the Besties! (0:33) Four critical lessons from a career in technology (5:58) Building Google Ventures with data and machine learning (9:51) Why small VC funds beat big ones on ...
9 Jun 28min
Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company
(0:00) Palo Alto Networks CEO Nikesh Arora joins the Besties! (0:47) Claude Mythos found years of vulnerabilities in Palo Alto's code in weeks (5:15) Are cyber defenders losing the race against AI att...
8 Jun 31min
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties! (0:47) Secondary Markets are Booming & Competing with IPOs (3:10) Why Companies are Staying Private So Long? (9:22) SPVs, the F...
7 Jun 39min
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties! (2:05) Both CEOs on going public: Impact on employees, customers, and business operations (13:18) Timelines for ...
6 Jun 32min
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
(0:00) Dan Loeb joins the Besties! (0:34) Investor journey: From message boards to a multibillion dollar hedge fund (3:15) Third Point's early days: mentors and market turmoil (8:47) Strategy shift: E...
5 Jun 31min
