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IrelandAll-In splits the AI boom into borrowing worries and bullish economics
Standalone Chamath Palihapitiya and David Friedberg clips extend the Anthropic discussion, while the Besties return for an election-night livestream.
All-In Podcast
Story of Why this story? The channel's weekly summary: what went up this week, what is drawing views now, and where the channel stands among similar channels.
Anthropic S-1 Shocker, Greatest Business Ever? Google’s $500B Wipeout, Midterm Predictions
Things we can learn from the video
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- 5:52Sacks argues Anthropic could deliver an exceptional venture outcome and explains its convertible-note accounting loss.
- 11:15Friedberg examines enterprise customers and how AI infrastructure spending flows among suppliers.
- 20:16Chamath identifies data centers, financing and power as central constraints on compute.
- 33:33Chamath presents projections comparing AI borrowing needs with new U.S. Treasury issuance.
- 46:42Chamath lays out his Anthropic investment thesis, valuation prediction and principal risks.
The optimism has a counterweight. All-In Podcast followed its expansive Anthropic discussion with "Chamath: The AI Boom Has a Borrowing Problem" and "Friedberg's Bull Case: Everyone is Making Money in AI," giving viewers two distinctly different entry points into the same boom.
The full episode remains the week's most watched upload, with roughly 760,000 views, and carries the channel's strongest daily momentum. David Sacks makes the case for an extraordinary venture-capital outcome; David Friedberg examines how money flows through the AI infrastructure stack. Chamath Palihapitiya supplies the complication: the enormous financing needs behind the enthusiasm, alongside charts showing rising debt at major technology companies.
That tension gives the shorter uploads something substantial to work with. Friedberg's bullish segment is drawing the most daily views of the newer clips, followed by Jason Calacanis's midterm prediction. The week also brought "2026 Election Night Livestream with the Besties!", moving the channel from forecasts to election-night coverage.
Across seven uploads, there was room for a different kind of business story, too. WHOOP CEO Will Ahmed discussed the wearable company's shift from hardware sales to subscriptions, its health-data business and its dispute with the FDA. That interview includes sponsor messages.
All-In added about 10,000 subscribers over the week, although daily viewing is currently below its usual level. SmoshCast and Unsubscribe Podcast posted similar subscriber gains. For All-In, the main draw remains that long Anthropic conversation, with its bullish economics and borrowing concerns now getting separate billing.
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The videos drawing views on All-In Podcast right now
Chamath: The AI Boom Has a Borrowing Problem89,060 views · 2026-10-31
2026 Election Night Livestream with the Besties!80,376 views · 2026-11-04
WHOOP CEO, Will Ahmed: 50B Hours of Health Data, a 4 Million Member D…63,179 views · 2026-10-29
Friedberg’s Bull Case: Everyone is Making Money in AI61,175 views · 2026-11-02
Jason Calacanis on Midterms: Easy sweep for the Democrats24,865 views · 2026-11-02
- Channel
- All-In Podcast
- Subscribers
- 1,170,000 ▲ 10,000 this week
- Channel views, last 7 days
- 1,636,940
- Videos published this week
- 7
- Video published
- October 30, 2026
- Video views so far
- 757,118
- Views on its first day
- 417,251
The numbers
Here is how All-In Podcast's uploads and audience moved over the week.
💡 Test your knowledge
Which wearable company does this week's guest Will Ahmed lead?
Will Ahmed appears in the week's interview as WHOOP's CEO.