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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

In this episode recorded live from The Venetian Las Vegas, the hosts dive into a mix of high-stakes finance, cutting-edge technology, and strategic decision-making, setting the tone for a wide-ranging discussion that bridges investigative revelations with forward-looking innovation.
06:24
Epstein may have worked with or shared intel with intelligence agencies due to his interest in top scientists.
10:09
Leaked emails show Epstein communicating with Israelis, the CIA, and Russians
19:49
Tether has $183 billion in circulating USDT and potentially makes billions annually with only 100 employees.
31:52
All financial information is visible in the cash flow statement and balance sheet, so there's no accounting manipulation.
38:39
Short OpenAI, go long on Google, Grok, and Anthropic due to data trust issues.
47:35
Watching 'Oppenheimer' in IMAX made me realize I wasn't fulfilling my potential.
51:23
Real-time emotional reads give Keating an edge over solver-dependent players like Doug Polk.

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

Jason Calacanis: 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 amazi...