Best Chamath Podcasts (2025)

1
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner 1:47:33

3d ago1:47:33

1:47:33

(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic…

1
20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund 1:23:15

26d ago1:23:15

1:23:15

Agenda: 00:00 – The Most Unfiltered Episode Ever Begins 03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not. 05:45 – TVPI Is Bullshit? 09:20 – Asset Gatherers vs Real Investors: Who Actually Wins? 12:15 – The Death of the Billion-Dollar VC Fund? 16:00 – Mid-Tier VC Funds Are Getting Annihilated 21:00 – Chime: Great Exit or Missed Opportunity…

1
20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs ... 1:01:32

16h ago1:01:32

1:01:32

Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Phil…

1
Week in Review at Sinclair Range – June 27, 2025 25:41

3d ago25:41

25:41

A look inside the process of doing deals and running a business. Segments: - Lesson learned of the week - Interesting file / deal of the week - Struggles of the week - Scott’s observation of the weekBy Scott Sinclair

1
20Sales: How to Layer Enterprise Sales on PLG | How to Sell AI Tools To Enterprises That Are Scared | Should Reps Own Their Own Pipeline | Mistakes All Founders Make When Moving From Founder-Led to Rep ... 1:17:24

3d ago1:17:24

1:17:24

Kim Graves is GM, Americas at Notion, where she oversees all Sales and Customer Success efforts across the region. She brings extensive experience in building and scaling high-performing sales organizations, most notably at Slack where she helped grow revenue from $6M to over $1.5B. In addition to her operational role, Kim serves as a founding part…

1
20VC: Nat Friedman and Daniel Gross Bought with Zuck's $100BN AI Budget | Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens | Why Larry Ellison is the Smartest Man in Tech | Substance ... 1:13:57

5d ago1:13:57

1:13:57

Agenda: 04:21 - The Meta Acquisition Bombshell: Nat Friedman & Daniel Gross Join Facebook?! 06:00 - Facebook’s $100 Billion Gamble: Can Zuck Buy the Future? 09:27 - The “Magic Room” Theory: Why Only Insiders Get Billion-Dollar Paydays 11:27 - Is Loyalty Dead in Silicon Valley? The Great Talent Exodus 16:00 - Harvey’s $5 Billion Valuation: Genius or…

1
Ali Siddiq on Life in Prison, Fighting the Ruff Ryders, & If Drake Can Rep Houston 3:07:54

5d ago3:07:54

3:07:54

YERRR – the guys sat down with the OG & storytelling assassin Ali Siddiq, and he did not disappoint. From surviving prison to owning the stage, Ali breaks down how he turned pain into punchlines. This ep is hilarious, raw and real. All that and more on this week’s episode of FLAGRANT. INDULGE.00:00 Intro1:01 People think Ali's Indian2:43 Bill Russe…

1
20VC: The Wild Story Raising $450M From Masa and Softbank | Why My Biggest Mistakes Came From Listening to VCs | Why 100 VCs Turned Us Down | Why European Founders Are Tougher Than US Founders with Johannes ... 1:16:45

7d ago1:16:45

1:16:45

Johannes Reck is the Founder and CEO of GetYourGuide, the $2BN company that started with a holiday to China and nothing to do. For the first two years, GetYourGuide received only 5 bookings. Today the platform is worth $2BN. They have raised from some of the best, including an amazing story with Masa Son and Softbank. In Today’s Episode We Discuss:…

1
An unfiltered conversation with Sahil Lavingia, CEO of Gumroad 1:08:31

9d ago1:08:31

1:08:31

Join Nolan Fortman and Logan Kilpatrick for a conversation about AI, the future of work, autonomous coding agents, and more with Sahil Lavingia, the CEO and founder of Gumroad & Antiwork. Sahil has been a builder for over 10 years, initially raising a small VC round then series A for Gumroad and is now building as an AI first product company. It wa…

1
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate 1:52:45

10d ago1:52:45

1:52:45

(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more (42:41) Why Apple is fumbling AI and how they …

1
20Product: How Duolingo Build Product 10x Faster with AI | Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases | Why Small Teams are the Future of Product | Why PMs Will Become ... 1:19:24

10d ago1:19:24

1:19:24

Cem Kansu is the Chief Product Officer at Duolingo, where he leads product strategy for over 90 million monthly active learners. Since joining Duolingo, Cem has played a pivotal role in driving record user engagement, revenue growth, and product innovation, including the launch of Duolingo Math and the wildly successful Duolingo Music. Under his le…

1
Tony Robbins | All-In Live from Miami 45:05

7d ago45:05

45:05

(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42…

1
20VC: Scale's $14.8BN Acquisition: Is Scale a Dead Man Walking / What Did Meta Buy | Chime IPO: Are IPOs Hotter Than Ever | Ramp Hits $16BN Diluting Only 1% | Salesforce, Slack and Dropbox Falling Behind ... 1:06:44

12d ago1:06:44

1:06:44

Agenda: 00:00 – Meta’s $14.8B Deal for Scale: The Analysis 05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave? 13:00 – Who is the Winner from All Scale Customers Leaving? 21:30 – Who Made the Most Money From Scale? 24:00 – LPs Just Got $14B Back. Are They Reinvesting? 26:45 – Chime IPO: The Breakdown 29:20 – Ramp Hits $16B Valuation:…

1
History Hyenas on Israel & Iran, Kanye is MLKs Dream, & the History of the Ottoman Empire 2:29:29

12d ago2:29:29

2:29:29

YERRR – the boys from History Hyenas pulled up and it was instant chaos. Chrissy D and Yanny P brought the wildest takes on history, politics, and whatever unhinged topic came to mind. All that and more on this week’s episode of FLAGRANT. INDULGE. 00:00 Air India Crash + 9/11 Conspiracies 3:42 What's happening in Iran? 6:58 Ladder 14 Takeover 16:16…

1
20VC: How We Made $800M on Coursera | We Lost Money on Uber and Made Money on Lyft | We Did 3x on Postmates in 18 Months | DPI is King, MOIC is BS | We Dodged Theranos and I Still Lost Millions with Larry ... 1:34:40

15d ago1:34:40

1:34:40

Larry Aschebrook is the Founder and Managing Partner of G Squared in what is one of the wildest stories of venture capital. Larry started G Squared with nothing, dialling for dollars having personally invested in Twitter and Uber. In his first fund, Larry made sizable bets into SpaceX, Palantir, Alibaba and Twitter. Larry has also had mega losses a…

1
ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson 1:42:28

17d ago1:42:28

1:42:28

**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids, LA riots, immigration debate (46:08) Strong macro data: inflation, tariff revenue, GDP, jobs (1:14:00) Big, Beautiful Bill update: State of the bill,…

1
20VC: SpaceX, Tesla, Neuralink: Elon’s Empire After the Firestorm | Are Circle and Coreweave Meme Stocks: IPO Analysis | Anduril Raises $2.6BN & Becomes Founders Fund's 1st and 2nd Largest Check Ever ... 1:16:12

19d ago1:16:12

1:16:12

Agenda: 00:03 – Circle’s IPO: Investors Just Left $BNs on the Table 00:06 – CoreWeave & Circle: Are We Back to Meme Stock Madness? 00:11 – Should Stripe and Databricks Finally Go Public? 00:17 – US Stock Markets: How They DOMINATE the Global Game 00:21 – 50% of Unicorns Are DOOMED. What Happens Now? 00:25 – Founders Fund Just Dropped $1B on Anduril…

1
Mentalist Oz Pearlman Reads Minds and Breaks Flagrant 2:21:48

19d ago2:21:48

2:21:48

YERRR – the guys sat down with mind-reading menace Oz Pearlman to get their brains absolutely violated. Oz pulls off mental stunts that make zero sense and then explains none of it...He breaks down the psychology behind magic, how he hustled his way from Wall Street to the world stage, and why messing with people’s minds is the ultimate flex. All t…

1
20VC: Fiverr CEO: ‘If You’re Not Adapting to AI, F* You. You’re Done | Why "Time to Copy" is the Most Important Metric in Startups Today | Why 99% of AI Companies Today Will Die | Why Governments Will ... 1:06:00

22d ago1:06:00

1:06:00

Micha Kaufman is the Founder and CEO of Fiverr, the leading online marketplace for freelance services. Fiverr has had an insane ride in the public markets, in 2019 the company went public with a $650M market cap, at their peak that hit over $8BN. Today, facing a wave of AI, the company has a market cap of $1.121BN on an estimated $430M EOY revenues…

1
20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson 1:25:51

25d ago1:25:51

1:25:51

Matt Pohlson is the co-founder and Chairman of Omaze, the most insane story in startups that you have never heard. From near death experience to working with Arnold Schwarzenegger, George Clooney and The Pope. Omaze has raised over $200 million for charity by offering once-in-a-lifetime celebrity experiences and luxury house draws. He's a master st…

1
Post-Liberation Day Landscape with Harry Hardy from Fidelity International 24:59

25d ago24:59

24:59

Is the US still the world’s reserve currency? What other investments might replace US government bonds? I sat down with Harry Hardy from Fidelity International recently and we discussed why the US remains an important market but also why it’s wise to diversify and how active management may help you outperform.…

1
Jared Isaacman: What went wrong at NASA | The All-In Interview 1:00:45

26d ago1:00:45

1:00:45

(0:00) David Friedberg welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial astronaut (16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things (31:52) Breaking down NASA's proposed budget cuts…

1
Shane Gillis & Steve Gerben get Catfished, Gay Jokes with the Boys, & Tires 2 1:51:03

26d ago1:51:03

1:51:03

YERRR the legends Shane Gillis and Steve Gerben pulled up to Flagrant, straight outta Netflix’s Tires, to talk comedy, chaos, and building a hit out of an auto shop. From wild writers’ room moments to how life has changed for them, Shane and Steve keep it raw and hilarious. They get into their Philly roots, their bedroom habits and their recent tri…

1
Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami 24:03

27d ago24:03

24:03

(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32) Addressing overregulation at the local level (17:05) Ambitions for his post-Mayor career (21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarke…

1
An unfiltered conversation with Anjney Midha, General Partner at A16Z 58:28

28d ago58:28

58:28

Join Nolan Fortman and Logan Kilpatrick as they sit down with legendary investor and builder Anjney Midha to chat all things AI. From foundation model progress, to evals, to how to find the next generation of AI enabled products, Anjney shares his deep insights around AI as one of the critical figures in the ecosystem.…

1
20VC: Windsurf Founder on Will Model Companies Own the App Layer | Why Moats Do Not Exist in a World of AI | Why the Notion of Single Person $BN Companies is BS | Lovable vs Bolt & Cursor vs Windsurf ... 1:05:58

29d ago1:05:58

1:05:58

Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a million users and generates over 50% of all committed software across thousands of companies. Prior to Windsurf, Varun graduated with a Master’s in Computer Science from MIT and led a team at Nuro focused on large-scale deep learning infrastructure for au…

1
AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes 1:29:41

1M ago1:29:41

1:29:41

(0:00) Bestie intros! (1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation (25:17) Doom vs Boom in AI: Job Destruction or Abundance? (52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues (1:17:14) US Steel/Nippon Steel deal: national champions and golden votes Foll…

1
20Sales: From $2M ARR to $40M ARR: The Playbook | How to Use AI To Supercharge Your Sales Team | Why Pipeline Reviews are BS | The Sales Call Script that Closes 99% of Prospects and How to Hire the Best ... 1:18:34

1M ago1:18:34

1:18:34

Kyle Norton is the Chief Revenue Officer at Owner.com, where he scaled revenue from $2M to $40M ARR in under 3 years while selling to one of the toughest markets: SMB restaurants. Before Owner, Kyle led sales at Shopify, where he helped architect one of the most operationally elite GTM orgs in SaaS. Agenda: 00:00 – From Shopify to $40M ARR at Owner…

1
20VC: OpenAI's $6BN Jony Ive Deal | YC Is Both Chanel and Walmart—and Has Officially Won | Builder.ai Implodes and Hinge IPOs: Who Wins & Who Loses | Seed Is Easy. Series A Is Brutal & The Dirty Truth ... 1:19:44

1M ago1:19:44

1:19:44

Agenda: 00:00 – Why “Fund Returners” Are a Myth in Late-Stage VC 05:02 – Builder.ai Implodes: $500M Gone & Fraud Allegations Begin 11:40 – The Dirty Truth About Late-Stage Venture Math 15:57 – The Hinge IPO: Who Won, Who Lost, and Why It’s a Game Changer 23:03 – The Chime Bombshell: Late-Stage VCs Forced to Crystallize Huge Losses 27:14 – Why YC Is…

1
Nico Rosberg on the Booming Business of F1 | All-In Live from Miami 24:34

1M ago24:34

24:34

(0:00) The Besties welcome Nico Rosberg! (0:27) Nico's history with F1, what makes a great driver (6:24) The business of F1 (10:05) Teammate rivalries, why "Drive to Survive" works, future growth (16:48) Post-F1 career, best angel investments, becoming a VC (22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud…

1
CNN Exposed by Tim Dillon, Bernie Ep Reaction, & Knicks in 7 1:50:26

1M ago1:50:26

1:50:26

YERRR – the boys are back! We're talking Bernie reaction, Tim Dillon & CNN, Macron getting attacked, Crypto billionaires getting tortured in NYC, & can the Knicks pull it off?? Nothing’s off the table today. All that and more on this week’s episode of FLAGRANT. INDULGE.0:00 start0:15 number 2 podcast4:30 is Philly underrated??7:00 Macron's domestic…

1
20VC: The Most Insane Story in Startups: Airwallex: The Angel That Turned $1M into $1BN | The Fund That Pulled a Term Sheet & Lost $1BN | Rejecting Stripe's $1.2BN Offer | Scaling to $1BN in Revenue ... 1:26:48

1M ago1:26:48

1:26:48

Airwallex is the most insane story in startups: The best angel investment ever: The angel that turned $1M into $1BN. One of the world's best VCs pulled a term sheet and lost $1BN. The company turned down a $1.2BN offer from Stripe. The company scaled to $1BN in transaction volume in 9 months. The company has never not grown 100% in a year. Jack Zha…

1
Senator Ron Johnson on the Senate showdown over Trump's Big Beautiful Bill | All-In Interview 1:01:39

1M ago1:01:39

1:01:39

(0:00) Friedberg and Chamath welcome Senator Ron Johnson (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt (14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality (24:53) Energy rescissions, future of DOGE (32:09) How Senator Johnson will force a r…

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