How Machiavelli's Florence bargained with Cesare Borgia for survival – Ada Palmer
Dwarkesh Patel and historian Ada Palmer discuss the tumultuous political landscape of Machiavelli's Italy, characterized by constant regime change and papal co…
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Tech.
Semiconductors, software, and the people building them. Dwarkesh Podcast and All-In.
28 episodesin tech
112 articlescovered
112 articlescovered
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
This episode delves into the controversy surrounding Anthropic's Fable 5 AI model, including concerns over censorship, surveillance, and anti-competitive pract…
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
This episode features the 'Best Ideas Pitch Competition,' where four guest investors present their top investment ideas. Aaron Cowen pitches MGM Resorts, Danie…
Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner
Senators John Fetterman and Dave McCormick discuss the importance of bipartisanship, especially in a highly polarized political climate, using Pennsylvania as…
Dan Dreyfus: The Next AI Bottleneck is Copper
The episode features Dan Dreyfus of Fortnite Capital, who discusses the United States' critical shift from a capital-light economy to one requiring trillions i…
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
Bill Maris, founder of Section 32 and former CEO of Google Ventures, shares four lessons from his entrepreneurial and investing career, ranging from early star…
Sarah Paine - Why Putin and Xi can't escape geography
Sarah Paine presents a geopolitical framework differentiating continental and maritime powers, exploring their historical characteristics, strategic approaches…
Palo Alto Networks CEO: "AI Found 5 Years of Bugs in 6 Weeks"
Nesh Aurora, CEO of Palo Alto Networks, discusses AI's transformative impact on cybersecurity, revealing how their Mythos AI found years of vulnerabilities in…
The better AI gets, the smaller its share of the economy might get – Alex Imas and Phil Trammell
Dwarkesh Patel, Alex Imas, and Phil Trammell discuss the economic implications of advanced AI and automation. They explore what will become scarce, the future…
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
This episode features a panel discussion with Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) about their companies' journeys going public. They delv…
Why Secondary Markets Are Eating the IPO | All-In Liquidity Secondary Markets Panel
This episode delves into the growing significance of private secondary markets, discussing how they are transforming company exits and competing with tradition…
Dan Loeb: The Lost Art of Short Selling, and Why Stock Picking is Back
This episode features activist investor Dan Loeb discussing his career evolution from early internet 'troll' to managing Third Point, his investment philosophy…
Thomas Laffont: The $4T AI IPO Wave Is Coming… and We’ve Never Seen Anything Like It
In this episode, Thomas Laffont from Coatue presents an in-depth analysis of the current unicorn economy, highlighting the unprecedented growth of AI companies…
Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
This episode delves into Pope Leo XIV's first encyclical on AI, sparking a debate on the necessity and dangers of regulating artificial intelligence, particula…
SpaceX’s $2T Case, Nvidia’s Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
The episode delves into several significant tech and economic topics, including the implications of Andrej Karpathy joining Anthropic to advance AI self-improv…
Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
This episode delves into the geopolitical and economic implications of the Trump-Xi summit, Mark Benioff's perspective on the 'SaaSpocalypse' and Salesforce's…
What rebuilding AlphaGo teaches us about self-play, RL, and future of LLMs - Eric Jang
Eric Jang discusses his experience rebuilding AlphaGo from scratch, detailing the intricacies of Monte Carlo Tree Search (MCTS) and neural network architecture…
Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back
In this episode, Spencer Pratt discusses his bid for Mayor of Los Angeles, recounting his personal experience with the Palisades Fire and alleging corruption w…
Elon’s Anthropic Deal, The Next AI Monopoly?, “FDA for AI” Panic, Trading the AI Boom
This episode discusses Elon Musk's strategic compute deal with Anthropic, exploring its implications for XAI's revenue and the broader AI hyperscaler market. T…
David Reich – The Bronze Age was an inflection point in human evolution
David Reich discusses new research demonstrating widespread natural selection in human history, overturning the previous 'quiescent' view. The Bronze Age is id…
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze
This episode covers OpenAI's financial struggles contrasting with its product successes, the escalating legal battle between Elon Musk and OpenAI, and the mass…
CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win
California gubernatorial candidate Steve Hilton discusses his background and outlines his policy proposals for the state, drawing parallels between current Cal…
How GPT-5, Claude, and Gemini are actually trained and served – Reiner Pope
Reiner Pope, CEO of MatX, breaks down the intricate details of how large language models like GPT-5, Claude, and Gemini are trained and served in cluster envir…
SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
This episode of the All-In Podcast dissects the strategic SpaceX-Cursor acquisition, the growing "SaaS debt bomb" impacting private equity, and Apple's CEO tra…
Jensen Huang – Will Nvidia’s moat persist?
This episode features Dwarkesh Patel and Nvidia CEO Jensen Huang, discussing the persistence of Nvidia's market dominance in the face of AI advancements. They…
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
This episode covers a wide range of current events, from New York's controversial pied-à-terre tax and its economic implications to OpenAI's strategic shift am…
Anthropic’s $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence
This episode of the All-In Podcast discusses Anthropic's controversial decision to withhold its Mythos AI model due to safety concerns, sparking debate on indu…
All-In's 2026 Predictions
In this 2026 predictions episode, the hosts discuss a range of political and economic forecasts. Key topics include the controversial California wealth tax, th…