(0:00) Molly Bloom joins the besties live in Las Vegas!

(1:48) Did Jason actually play in "Molly's Game"?

(3:23) Molly's background, starting the game, getting strong-armed by a famous actor, getting stiffed for $250K and losing the game

(16:54) Moving the game to NYC, mob involvement, legal troubles, writing her memoir and making the movie

(31:10) Best celebrity poker players, high-stakes poker archetypes, and more

(34:31) Sales coaching advice

Thanks to Oracle! Join Oracle AI Experience to discover how Oracle is your partner for accelerating your AI journey.

https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode=

Follow Molly:

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https://x.com/DavidSacks

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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!:

https://x.com/VenetianVegas

Join us at the All-In Holiday Spectacular!:

https://allin.com/events

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

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

https://x.com/Similarweb/status/1988879389992386897

https://x.com/PokerGO/status/1987406318832132256

(0:00) Michael Burry's big short against AI

(12:00) Why Palantir is so richly valued vs other tech companies

(20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms

(36:18) H-1B debate flares up again after Trump's comments on Fox News

(42:37) Science Corner: Solar storms, coronal mass ejection, risks

(51:14) Rich Americans fleeing "the great confiscation"

Join us at the All-In Holiday Spectacular!:

https://allin.com/events

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/michaeljburry/status/1988778952299802818

https://x.com/_Investinq/status/1988847716613365845

https://x.com/michaeljburry/status/1987918650104283372

https://www.nytimes.com/2025/11/06/realestate/first-time-home-buyers.html

https://x.com/jatanackov/status/1988256651103592564

https://x.com/omapproach/status/1988410644907856075

https://x.com/latestinspace/status/1988606899932299700

https://www.swpc.noaa.gov/