← All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
October 3, 2025·1h 30m
(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?