# All-In

Markdown copy of https://realalpha.app/shows/all-in/ on Real Alpha, the best minutes from long interviews with the people building AI. Cite and link the page, not this copy.

[Best AI podcasts](https://realalpha.app/best/ai-podcasts/)

News shows · [No. 3 of 37 AI podcasts](https://realalpha.app/best/ai-podcasts/#all-in)

All-In is a tech news show, hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks and David Friedberg, with a new episode a few times a week.

20 moments cut from 7 episodes, 5 with an AI builder talking, mostly on enterprise AI and AI business models.

Also [No. 2 of 18 tech podcasts](https://realalpha.app/best/tech-podcasts/#all-in) and [No. 1 of 17 business podcasts](https://realalpha.app/best/business-podcasts/#all-in).

- [Chamath Palihapitiya](https://realalpha.app/hosts/)
- [Jason Calacanis](https://realalpha.app/hosts/)
- [David Sacks](https://realalpha.app/hosts/)
- [David Friedberg](https://realalpha.app/hosts/)

**New episodes**

A few times a week

**Latest**

Oct 21, 2026

**Moments cut**

20

**Episodes cut**

7

What its moments are about

- Enterprise AI 3
- AI business models 3
- Investing in AI 3
- Data centers & energy 3
- Frontier models 3
- Cybersecurity 2

## Best moments from All-In

From its most-watched episodes, best first. Each plays right here.

1. All-In · Oct 17, 2026 · 7 min
   **[CoreWeave’s main risk is refinancing its fixed-price contracts](https://realalpha.app/s/coreweaves-main-risk-is-refinancing-its-fixed-price/)**
   > “The most important thing that you should always look at is how the sharps, the super smart money, prices risk.”
   All-In [6:01](https://realalpha.app/v/_b3LfMflIGs/?t=361)
2. All-In · Oct 2, 2026 · 5 min
   **[Cyber defense will force governments to allocate GPUs](https://realalpha.app/s/cyber-defense-will-force-governments-to-allocate-gpus/)**
   > “So the attempt to try and centralize and manage the control of the software, I think is a fool's errand.”
   All-In [20:34](https://realalpha.app/v/ZJKs08oU1zg/?t=1234)
3. All-In · Oct 10, 2026 · 5 min
   **[Math proofs fall fastest where the whole test loop runs in software](https://realalpha.app/s/math-proofs-fall-fastest-where-the-whole-test-loop-runs-in/)**
   > “The real question for AI is where can you apply that loop model in a way that you can make a better prediction or better idea, each loop”
   All-In [41:01](https://realalpha.app/v/TBLHdXABwAg/?t=2461)
4. All-In · Sep 9, 2025 · 7 min
   **[Palantir says its safeguards make data analytics harder to abuse](https://realalpha.app/s/palantir-says-its-safeguards-make-data-analytics-harder-to/)**
   > “If you want to do data analytics in a way that eviscerates our civil liberties, you don't want ACLs, you don't want branching”
   All-In [15:18](https://realalpha.app/v/Y-IH7EVrBbQ/?t=918)
5. All-In · Oct 12, 2026 · 3 min
   **[Quantum computing has one real trick and no business case](https://realalpha.app/s/quantum-computing-has-one-real-trick-and-no-business-case/)**
   > “The modern quantum computers run at a clock speed of hundreds of hertz or thousands of hertz, not at the gigahertz that we're used to.”
   All-In [3:13](https://realalpha.app/v/yZR8QW4qQmM/?t=193)
6. All-In · Oct 15, 2026 · 3 min
   **[How 13 counts and a point system turned into an 11-year sentence](https://realalpha.app/s/how-13-counts-and-a-point-system-turned-into-an-11-year/)**
   > “Of the 12 and a half million tests that she ran, the government brought forward four patients that they accused her of defrauding with inaccurate results.”
   All-In [20:14](https://realalpha.app/v/2tAywoHiIpo/?t=1214)

## The best All-In episodes

Ranked as our lists rank shows: a point for each best minute we cut from it, one more when an AI builder is talking, and one more when it cleared our views bar.

1. 01 [Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win](https://realalpha.app/v/Y-IH7EVrBbQ/) Sep 9, 2025 · 3 moments
2. 02 [Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse](https://realalpha.app/v/yzk44lz-RGI/) Oct 21, 2026 · 3 moments
3. 03 [CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer](https://realalpha.app/v/_b3LfMflIGs/) Oct 17, 2026 · 3 moments
4. 04 [Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions](https://realalpha.app/v/ZJKs08oU1zg/) Oct 2, 2026 · 3 moments
5. 05 [Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him](https://realalpha.app/v/yZR8QW4qQmM/) Oct 12, 2026 · 3 moments

## The 6 guests we’ve cut

- [Alex Karp](https://realalpha.app/builders/alex-karp/) Co-founder & CEO, Palantir 4 moments
- [Arvind Krishna](https://realalpha.app/builders/arvind-krishna/) Chairman & CEO, IBM 3 moments
- [Ben Horowitz](https://realalpha.app/people/ben-horowitz/) Co-founder & General Partner, Andreessen Horowitz 7 moments
- [Billy Evans](https://realalpha.app/people/billy-evans/) 5 moments
- [Nikesh Arora](https://realalpha.app/people/nikesh-arora/) Chairman & CEO, Palo Alto Networks 3 moments
- [Martin Shkreli](https://realalpha.app/people/martin-shkreli/) 3 moments

## Recent episodes

- All-In
  **[Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse](https://realalpha.app/v/yzk44lz-RGI/)**
  Arvind Krishna & Nikesh Arora
  [0:28](https://realalpha.app/v/yzk44lz-RGI/?t=28) of 40:00 · Oct 21
- All-In
  **[Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity](https://realalpha.app/v/2Zj6uMv3kTA/)**
  Dylan Field · Figma
  92.7K views · Oct 19
- All-In
  **[CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer](https://realalpha.app/v/_b3LfMflIGs/)**
  Ben Horowitz
  [5:58](https://realalpha.app/v/_b3LfMflIGs/?t=358) of 1:34:06 · Oct 17
- All-In
  **[Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder’s Documentary](https://realalpha.app/v/2tAywoHiIpo/)**
  Billy Evans
  [19:20](https://realalpha.app/v/2tAywoHiIpo/?t=1160) of 41:55 · Oct 15
- All-In
  **[Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him](https://realalpha.app/v/yZR8QW4qQmM/)**
  Martin Shkreli
  [1:45](https://realalpha.app/v/yZR8QW4qQmM/?t=105) of 25:17 · Oct 12
- All-In
  **[Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots](https://realalpha.app/v/TBLHdXABwAg/)**
  [39:21](https://realalpha.app/v/TBLHdXABwAg/?t=2361) of 1:33:15 · Oct 10

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