
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom
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About this episode
(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 risks for 2026
(35:25) Google's Gemini 3 and TPU breakthrough
(42:51) Investing your own money vs. LP capital, why Friedberg returned as a CEO
(48:57) Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology
Special thanks to The Venetian Las Vegas for hosting us!:
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Referenced in the show:
https://x.com/RepClayHiggins/status/1990868089056219267
https://x.com/michaeljburry/status/1991289193037746579
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025
Get every episode summarized
Each time All-In with Chamath, Jason, Sacks & Friedberg publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
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