All-In with Chamath, Jason, Sacks & Friedberg
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
All-In with Chamath, Jason, Sacks & Friedberg
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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2 topicsAI Job Displacement and Economic Impact
A wave of AI-driven workforce cuts is reshaping corporate strategy and stoking fears of a structural unemployment crisis [1]. Companies racing to cut 10–25% of staff via AI are rewarded by markets — Block's stock jumped 30% after Jack Dorsey halved its workforce — creating a competitive incentive that analysts warn could cascade into a depression-level unemployment event [2]. Forecasters like Mo Gawdat argue AGI has effectively arrived and predict 30% of jobs in certain sectors will vanish by 2028, with serious economic disruption visible as early as 2027 [3], while optimists point to explosive AI platform growth and new use cases as evidence of net economic expansion [4].
Aircraft Engine Lease Rate Softening
Lease rates for current-generation aircraft engines are beginning to ease from historic peaks, though they remain significantly elevated compared to long-run averages [1]. The softening reflects incremental shifts in airline demand patterns and a gradual rebalancing of supply, even as roughly 50% of the global fleet is now leased [1]. Beyond pure rate dynamics, lessors are evolving into strategic partners by expanding into MRO capabilities and parts businesses, deepening their role in airline operations [1].
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Last 5 episodesJun 07, 2026
Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries
<p>(0:00) Brad Gerstner, Gavin Baker, and Kelly Rodriques join the Besties!</p> <p>(0:47) Secondary…
Jun 06, 2026
The IPO Comeback: Why Tech Giants Are Finally Going Public | All-In Liquidity IPO Panel
<p>(0:00) CEOs Andrew Feldman (Cerebras) and Will Marshall (Planet Labs) join the Besties!</p> <p>(2…