Skip to content
All-In PodcastAll-In Podcast

Why Congress voted 427-1 to release the Epstein Files

An overwhelming 427-1 House vote forced the Epstein Files into the open; one host admitted being in Epstein's black book and suspects he was a spy.

Jason CalacanishostDavid FriedberghostChamath PalihapitiyahostAlan Keatingguest
Nov 22, 20251h 1mWatch on YouTube ↗

EVERY SPOKEN WORD

  1. 0:00 – 1:13

    Bestie intros LIVE from The Venetian Las Vegas

    1. JC

      All right, everybody. Welcome back to the number one podcast in the world. We are together in person. Yes, the besties are together in Vegas. It's gonna be a great time. We're here for F1 and-

    2. DS

      This is a test. This is a test.

    3. JC

      ... our friends at the Venetian have been amazing, gracious hosts. They gave us their beautiful studio here. We're gonna play some cards. We're gonna have Phil Hellmuth, uh, Jason Koon, all of our besties are coming. And-

    4. DS

      I have, I've never stayed at the Venetian before.

    5. JC

      ... the Venetian.

    6. DS

      It's amazing.

    7. JC

      Wonderful suites they gave us.

    8. DS

      It's beautiful.

    9. JC

      Uh, they VIPed us out, and this is the place you wanna play cards. They've got a beautiful brand new poker room. They got high stakes room, high tech.

    10. DS

      We'll be playing here later.

    11. JC

      We'll be playing the secret game.

    12. CP

      Playing all afternoon. And, and-

    13. JC

      Yes?

    14. CP

      ... track side for Formula 1.

    15. JC

      And we're here for F1. We're gonna be releasing-

    16. DS

      I brought a car dealer with me.

    17. JC

      Wait, you brought a car dealer with you?

    18. DS

      Yeah. You know Matthew?

    19. JC

      Oh, your car dealer from your home game is here.

    20. DS

      Yeah, yeah. Matthew, car dealer is here.

    21. JC

      Is that... Is he dead money? What's the story here? Is that a different-

    22. DS

      No, sadly.

    23. DF

      (laughs)

    24. JC

      No? Okay.

    25. DS

      No, sadly.

    26. JC

      Haven't been in the home game for a little bit and, uh, it looks like people got out of line. But anyway, thank you so much to our friends at the Venetian. Uh, they're doing a ton of poker content here, so you can look at that on their YouTube. All right, everybody. You've wanted us to talk about the Epstein files, and

  2. 1:13 – 10:06

    Epstein Files breakdown

    1. JC

      we're gonna talk about it today. In a stunning turn of events, the House and Senate voted nearly unanimously to release the Epstein files. The vote was 427 to one Chamath, uh, for the Epstein files transparency act.

    2. DS

      Who abstained? You?

    3. JC

      Uh, no.

    4. DS

      (laughs)

    5. JC

      The, uh, person who abstained (laughs) , well played, uh, was, uh, Republican Clay Higgins from, uh, Louisiana. Thanks for asking. He said, "It reveals and injures thousands of innocent people, witnesses, people who provided alibis, family members." He makes a great point, but AG Pam Bondi, of course, has addressed that already that they're not gonna release any open investigations, and they're going to, uh, remove names if it would harm anybody. Uh, the Senate passed it by unanimous consent, which requires a sign off from every senator, and Trump in a reversal signed the bill last night saying, "Give them everything." We did see some emails come out from the Epstein files last week. Friend of the pod, Larry Summers, was a main character in them, and he was communicating with Epstein up until 2019, asking him for advice, uh, on dating. He's since stepped down from OpenAI and several other public-facing roles.

    6. DS

      And was just, I think, put on leave from Harvard.

    7. JC

      I mean, what do you guys think's gonna be the fallout from this, I guess, is what people want?

    8. CP

      From the release of the files? Is that the question?

    9. JC

      Yeah, I mean, I guess we'll-

    10. CP

      Well, let's just-

    11. JC

      ... tinfoil hats on.

    12. DS

      No, but let's break this down. So, I think the first question is, what is the relation between the Epstein files and Donald Trump? And I think the answer is, it's flimsy. And the reason is because this is the most investigated, most litigated human being on Earth, and I think that if you had something that was incredibly salacious and accusatory of Trump, it would have been released during the Biden administration, because it would have made a lot of sense politically to try to damage his candidacy.

    13. JC

      Mm.

    14. DS

      So the fact that we haven't seen much of anything other than some photos-

    15. CP

      Yes, true.

    16. DS

      ... means that there's nothing there related to Trump. So then the question is, why didn't the Biden administration release more of the files when they had them for four years? And it's probably because there are a non-trivial number of Democratic operatives that are touched by these things.

    17. JC

      Well, also, they did have... I think the reason they didn't release them was 'cause there was an open, uh, Ghislaine Maxwell case as well, and she was appealing it, so they couldn't release it.

    18. DS

      So there, there's probably two of them, but y-

    19. JC

      Yeah.

    20. DS

      ... but you know how this works. There's innumerable number of ways to leak stuff, right?

    21. JC

      Mm-hmm.

    22. DS

      My point is, now what you're starting to see in these documents is that it seems to be tainting the Democratic establishment elite more than the Republicans. It explains why there was so few leaks in the last four years. The point is, Jeffrey Epstein was a total creep, right? That island should be covered in cement and drowned. The house should be burned to the ground and replaced with something nice. And you have to make sure that these... Uh, y- you're the one that said this, a thousand women?

    23. CP

      That's what I saw reported that there-

    24. JC

      W- they keep saying a thousand women, yeah.

    25. DS

      Okay, you have to be-

    26. CP

      Someone said a thousand women. In, in the-

    27. DS

      You have to be-

    28. CP

      Apparently, in there, there's claims that it's... Oh, it was one of the victims who said, "There's a thousand of us."

    29. DS

      Okay. I mean, you have to be incredibly careful and thoughtful to protect their rights-

    30. JC

      For sure. Yeah.

  3. 10:06 – 14:44

    Biggest Epstein questions: where did his money come from?

    1. CP

      answered, I'd wanna know where did all his money come from? Because it is not very clear how a guy who was managing money for a billionaire, Cos- Cos-

    2. JC

      Wexler.

    3. CP

      ... Wexler. We all know, like if you're a money manager, maybe you're making half a percent a year managing that money.

    4. DS

      No, that, that was documented.

    5. CP

      How he got on the money.

    6. DS

      Leon Black, who's the founder of Apollo, in one year paid Epstein $168 million for tax advice. That came out in the lawsuit that ultimately led to Leon Black resigning from Apollo.

    7. CP

      Right. But did, was it tax advice? Like-

    8. DS

      Well, that's what he said it was. Now look, I'm not trying to high roll anybody, but I've had all the tax advisors come and give me their advice.

    9. JC

      It didn't cost you 168 million.

    10. CP

      (laughs)

    11. JC

      It cost you 1200 an hour.

    12. CP

      No, it, it's cost me millions.

    13. DS

      (laughs) Give me their advice.

    14. CP

      Okay.

    15. DS

      But it's never... (laughs) I, I, I'm, I am hard pressed to understand what advice could have been given to me-

    16. CP

      Wow.

    17. JC

      Yeah.

    18. DS

      ... that, where I would have paid $168 million. Now, now that's just my-

    19. JC

      Shemmass, breaking news. Here's your accountants. They just sent the bill. It's 172 million.

    20. CP

      No, no, no. I mean...

    21. JC

      It's crazy. Right. You're right.

    22. DS

      And, and look, if you go to the, the best estate lawyers in the United States-

    23. CP

      Okay.

    24. DS

      ... it will cost you five to $10 million.

    25. CP

      What do you think he was getting paid for?

    26. JC

      I mean, was he getting a portion of the savings for doing tax loopholes? Maybe he was charging on some sort of a commission, but he had, he was a money manager for many of these like Microsoft executives, et cetera. And when Peter Thiel said, "Why did you meet with me?" He said, "Tax advice," which makes total, that's a total Peter Thiel, like legitimate, that totally tracks. Peter Thiel was known for his Roth, right? And he's known for like studying these kind of things. Makes total sense to me. I think that we're gonna have a bunch of Larry Summers-like embarrassing things. There could be embarrassing things there for Democrats, Republicans, everybody in between, the scientists obviously who went to the island and all that stuff. It's gonna be all embarrassing, and I think we're gonna get to the end of the day and we're gonna find out that some intelligence agency was somehow involved in this, and that's why it's being covered up, and that's why it's so toxic.

    27. CP

      That's your prediction?

    28. JC

      That's, uh, that's my prediction. Yes.

    29. CP

      Nostricanus has spoken.

    30. DS

      Which intelligence agency will you pick-

  4. 14:44 – 23:50

    Tether's booming business

    1. JC

      Um...

    2. DS

      I had dinner last night with Paolo Ardoino, CEO and founder of Tether.

    3. JC

      Can't wait to meet him.

    4. DS

      Amazing, amazing guy. That is an incredible business. Whole-

    5. JC

      What do they got, 150 billion in treasuries now?

    6. DS

      It is, it is an incredible... And here's why that business is incredible. This is what I love about-

    7. JC

      We're talking about Tether, the stablecoin.

    8. DS

      Tether, the stablecoin.

    9. JC

      Yes.

    10. DS

      There are 500 million people using US dollar backed stablecoins from Tether all around the world, all over Africa, all over Central America, all over Asia, number one. Number two, his user base is growing by 30 million users a quarter. It's... The financial inclusion that then ties back to US dollar hegemony is unbelievable. So if you think about Circle-

    11. CP

      So, so wait. I buy a stable... Explain it to me like I'm an idiot who's never bought a stablecoin which is what I am.

    12. DS

      Yeah. Okay, so here's-

    13. JC

      Just like, just like every week.

    14. CP

      Which is what I am. (laughs)

    15. JC

      (laughs) Yeah. Just like every other week.

    16. DS

      So, so let, let's look at these businesses as roughly the same. There's Circle, there's Tether, there's World Liberty Financial. They all have a stablecoin. What is it? Okay, so let's just say that Jason is a cash worker in India. Let's just use that example.

    17. JC

      Sure.

    18. DS

      He gets paid 100 rupees, and he's like, "You know, the rupee is constantly getting devalued. I have... I'm constantly losing purchasing power. I wanna swap that into a US dollar." So, he would create a crypto wallet, and what Tether will say is, "Great. Give me your INR, your 100 euros... oh, sorry, your 100 rupees." He... They immediately swap it to a US dollar. So, now there's a US dollar and there's a token for that dollar.

    19. CP

      Right.

    20. DS

      I give to- Jason the token for that dollar. Now I have this dollar. What do I do with it? If, when I accumulate enough of these dollars, 50 billion, 100 billion, I can take that and I would invest it in treasuries-

    21. CP

      Right.

    22. DS

      ... so that it's completely safe. That-

    23. JC

      US treasuries?

    24. DS

      US treasuries. Now, if Jason decides to send it to you and then you redeem, I can sell a little bit, $1 of those treasuries that I own, and undo the change.

    25. CP

      And does Tether earn all the interest on the treasury?

    26. JC

      Yes.

    27. DS

      So, so I'm getting to this. So, so now, Tether and Circle and World Liberty, they earn interest on that. And so now when the number gets big enough, this number gets ginormous. Then what they do, in Tether's case, is they then reinvest this capital into all kinds of distributed assets. Bitcoin, gold, real estate. But what they also do is they now invest in things like financial inclusion in Africa. So, they... He walked me through kind of a bunch of things that he's doing yesterday. It is an incredible business.

    28. CP

      And so as a holder of the stablecoin in my wallet, I'm not earning any of that treasury yield. I just have a flat dollar denominated or dollar protected stablecoin.

    29. DS

      You have a pegged-

    30. CP

      Right, to the dollar.

  5. 23:50 – 35:25

    Michael Burry vs. Friedberg, Nvidia's blowout quarter and risks for 2026

    1. JC

      NVIDIA had a blowout quarter. Revenue up, um, 62% year over year, 22% quarter over quarter, net income 31.9 billion. That's up 65% year over year. They expect 65 billion this quarter. Uh, Jensen, friend of the pod, has said that they can't keep their product on the shelves. It's sold out everywhere. And then, at the same time, uh, Michael Burry, who has got the short on it, he's been mixing it up. He is posting in response, I think, uh, to you, Freeberg, last week, making it a defense of the, the reasonable life of an H100, of these new chipsets.... uh, you know, that NVIDIA sells, is it four years, five years, six years, seven years? When do they get replaced? When do they have a useful life and GAAP accounting? He believes, just to make it, uh, easy for the audience to understand, that major tech companies, big tech, are cooking the books in order to spike their earnings.

    2. DS

      (laughs)

    3. JC

      That this is a house of cards, and that he's gonna short, uh, Palantir because it's 100 to one sales price to sales ratio, but he's going to also, um, you know, short NVIDIA, et cetera, because of the depreciation. What's your thoughts? I know you've, uh, seen his comments. Friedberg.

    4. CP

      I downloaded the GAAP depreciation rules. I was gonna play you a Counting Corner jingle, uh, which a fan, by the way, sent me over the week.

    5. JC

      Oh, great.

    6. CP

      Uh, but I-

    7. JC

      Super fast.

    8. CP

      ... cannot get the internet working, and oh, here it is.

    9. JC

      We'll put it in post.

    10. CP

      Okay, here it is.

    11. JC

      We'll put it in post. I wanna hear it then.

    12. DF

      Depreciation and round trips too. Let's talk about some unearned revenue. Sharpen your pencils, let's see what you got. It's Accounting Corner at the All-In Pod.

    13. JC

      Very nicely done. I like it.

    14. CP

      Nice. Thank you, thank you for, uh, joining me here at Accounting Corner. And thank you to Roxanna Martinez for that incredible jingle.

    15. JC

      Awesome.

    16. CP

      Um, I think we should adopt it.

    17. JC

      Love it.

    18. CP

      Love it.

    19. JC

      Send in your jingles, folks. Jason@oreilly.com.

    20. CP

      GAAP depreciation rules, uh, Accounting Standards, uh, 360.

    21. JC

      Here we go.

    22. CP

      Depreciation must reflect the as- assets estimated-

    23. DS

      Ooh.

    24. CP

      ... useful life (laughs) , not market innovation.

    25. DS

      Ooh (snorts) .

    26. CP

      The specific language-

    27. DS

      (laughs)

    28. CP

      (laughs)

    29. JC

      Can you call us at 11:30 tonight and put us to bed? (laughs)

    30. CP

      Okay.

  6. 35:25 – 42:51

    Google's Gemini 3 and TPU breakthrough

    1. JC

      why- why are we choosing here? Okay, um, Google released Gemini 3. Uh, it's pretty great. They regained the lead on most of the benchmarks. Polymarket now has Google at 89% to finish the year as the top LLM, and all the speculation that Google was going to have their search franchise absolutely slaughtered by ChatGPT, um, has turned out to not be true, uh, at least not this year, with their searches going up, revenue going up. Uh, but the big story is speculation around Gemini 3 being trained only on Google's TPUs, not NVIDIA's GPUs. Your thoughts, Chamath?

    2. DS

      I think TPU is an incredible product. I'm biased, but I think it's an incredible architecture. This latest spin is very profound, but I also think that what we are quickly seeing is that there's going to be a highly fragmented layer of decoding chips that exist in the marketplace. Grok is one. TPU is one. Microsoft has a spin. Amazon has Inferentia. Facebook, I think, is apparently spinning up their own silicon. So, we're going to get to disaggregated decode pretty quickly.The question is, who will win? There'll be a bunch of different solutions. I think what's incredible about Google is, I don't know if you saw the stats, but they went from like 8% share to like 16% share of the entire chat market as of like this last month. That's an incredible stat. On the enterprise side, Anthropic is just absolutely crushing. So what are we seeing? We're seeing a nascent market get created. We saw an allocation of traffic that basically favored one company over everyone, and now we're starting to see a sorting function and a classifier. In all of these different markets, it's like breaking apart, right? There'll be winners in science, there'll be winners in enterprise-level coding, there's gonna be winners on the chat side. And where are the advantages going to be? On the enterprise side, it's going to be model quality. Anthropics is excellent. On the chat side, it's probably going to pivot around your existing inherent distribution. So-

    3. JC

      Which is operating system, which is your browser, which is your phone-

    4. DS

      So the only, so the only thing-

    5. JC

      ... which is Apple and Google and Microsoft.

    6. DS

      Yeah, the only thing that I would push back on what you said though is that I agree that Google has done an absolutely incredible job in defending search-

    7. JC

      Yeah.

    8. DS

      But I think what this creates is the setup where now they can cannibalize themselves versus having their market cannibalized for them. That's still going to be a very tough decision for Google to make, and it's gonna happen.

    9. JC

      I'm gonna, yeah. I'm gonna take the other side of it. I think what's gonna happen is the AI gains in advertising targeting and the number of searches is gonna go up. So while the revenue per search might go down, the number of searches goes up, and then the targeting goes up. So I'm gonna take the other side of it. I think the search franchise is going to grow and that Google's not gonna lose to ChatGPT, and I think the big loser in all this is gonna be OpenAI because they started with 100% of the market, and they're only going down. And they're facing a Google firing on all sen- cylinders, Anthropic and Grok beating them in the leaderboards pretty consistently. So I think the short in all of this, if you were gonna put on the pair trade, is short OpenAI, which I think is overvalued, um, and is gonna go down. And I think I would be long Google, Grok, and Anthropic. Um, I think that they're gonna have many challenges. Also, I don't think the startup community, I'll just add this as my final thought on it, the startup community is not trusting, uh, OpenAI with their data. If you use, uh, OpenAI and you see them releasing products like Sora, if you were in the space of doing image generation social networking, why would you trust OpenAI with your data? If you're doing, uh, a cursor, you, and OpenAI has that product, they're not gonna trust them. They're gonna go with a model like Anthropic, which is taking a more neutral, "We're not gonna go to the application level." And they're also using DeepSeek and open source models, again, 'cause they don't want to give their data and their advantage over to a person and enabling somebody who might compete with them.

    10. CP

      Let me just-

    11. JC

      Yeah, go ahead.

    12. CP

      ... make two comments.

    13. JC

      Sure.

    14. CP

      Um, number one is, I think what we will see over time is, uh, probably a differentiation of general purpose, uh, workhorses in chip architecture to more of these kind of special purpose, uh, chips that work well with certain models and certain applications. You can kind of think about inference in machine vision, in robotics. You don't necessarily need an H100 to do that. You can use a purpose-built chip to do that in a way that reduces power cost, reduces, um, ultimate kinda capital cost to deploy that in an edge environment. In the core data center environment, you may end up having models that are different for graph neural nets versus LLMs. There are gonna be different chips that'll likely fit very differently with different architectures. So, you know, I would say that the general workhorse is what we had, but now that everyone's making these investments, and you should expect that the investment dollars in chip design is only gonna ramp up, not down-

    15. JC

      Massively.

    16. CP

      ... there's gonna be differentiated chips for different markets and different applications.

    17. JC

      100%.

    18. CP

      And that's where there's a risk to NVIDIA. The other kind of-

    19. JC

      Who do you think has the best-

    20. CP

      The other bla-

    21. JC

      ... chance of challenging NVIDIA?

    22. CP

      So this is where I was gonna go. The, the other black swan that I think is missing in the equation today, and I, my, my early prediction for 2026 is Huawei, um, where I think that there's, uh, lithography technology that exists in China that is not publicly discussed that is gonna be deployed in Huawei and all these fabs that they're building in mainland China. And Huawei can create, at a very low cost, probably very high volume and probably in reasonably short order, chips that can start to rival, um, for certain market applications, chips that might be expensive and long for the time.

    23. JC

      Give a timeline for that. Two years, three years out when we start to see that have an impact on NVIDIA?

    24. CP

      I think they're, I think they're starting to make, I think they start to make announcements. And by the way, remember, chip architecture, and even Jensen's talked about this, is being redesigned with AI so AI can design better chips, and so-

    25. JC

      Okay, so announcements 2026, impact '27?

    26. CP

      Probably fair, sure.

    27. JC

      Okay, great. Love it.

    28. DS

      Is this what it'll be like when we have to be in a studio, when we get to this level of scale where our show actually matters and we need to be in a studio?

    29. JC

      I mean, we could be in a studio together, yeah. I mean, we'd have to, um...

    30. CP

      The show would've never happened or worked.

  7. 42:51 – 48:57

    Investing your own money vs. LP capital, why Friedberg returned as a CEO

    1. JC

      I'm happy for you.

    2. DS

      I shoulda just done it with all my own money.

    3. JC

      Uh, that is actually the question, I mean, that a lot of people have. Do you feel you're a better investor when you're investing your money? Or do you think you're better when you have the discipline of having to report in to LPs? It's actually a good question.

    4. DS

      My returns have been better when I've been by myself, but I think that there is something really valuable about working for other people, which it does keep you accountable. I mean, what's happened is my dispersion has increased massively investing on my own. Which means, I cut the losers off far longer than I would've if I was running a fund, because I think what I signed up for when I was running a fund was never lose money. Ever. And return the money as quickly as possible and then run the upside. And so, I would've traded a 7X with high vol for a guaranteed three and three and a half X because I think that was my responsibility-

    5. JC

      Yes.

    6. DS

      ... as the GP, because my LPs were Memorial Sloan Kettering, the Mayo Clinic. I wanted to give them the money back because they have programs.

    7. JC

      Right.

    8. DS

      And it's not my job to hold the money back. With myself, I can keep it out, so then the ups are higher but then the lows are also lower.

    9. JC

      Yes.

    10. DS

      Because some of these things just get annihilated like, look, like Relativity Space, you know, I took a $400 million goose egg.

    11. JC

      Yeah. And this is the challenge, Friedberg, you're-

    12. DS

      Eric Schmidt shows up and he's like, "Here, it's a billion dollars. Pay to play." And I'm like, "Okay, I'm not gonna do it."

    13. JC

      Yeah.

    14. DS

      So it goes through.

    15. JC

      Friedberg, you had a s- a venture studio for a little while, you had to deal with outside investors. Now you're obviously in the driver's seat, CEO of Ohalo. You also had that pressure you have to answer to LPs. Did it make you better at the job? Or did it make you-

    16. CP

      No, I still do. Same investor. My venture studio owns the majority of Ohalo.

    17. JC

      Right. So, just-

    18. CP

      So it's our biggest driver of value, so I'm spending all my time on Ohalo. That's kinda my shift.

    19. JC

      But do you run- do you run the production board still?

    20. CP

      Yeah.

    21. JC

      Like, are there investments that you do?

    22. CP

      I'm on a few other boards. Um-

    23. JC

      But no active investing? You don't do it?

    24. CP

      I'm not doing any new investing. Actually, a lot of folks moved into Ohalo or moved out to stop doing new investing, and then slowly we're kind of, as we have a liquidity event, we'll do a distribution. But the goal is for TPB to end up being a holding company with just Ohalo in it. That's where all the value is gonna come from. So we're- we- we've- we actually just did a distribution and then we're gonna do kind of distributions as we have other kind of events for the other things that are in our portfolio. And then we'll just focus on Ohalo .

    25. JC

      When you came into this venture studio model, did you anticipate, which is what most people do anticipate with venture studios, that you'd have one breakout-

    26. CP

      Here's- here's the-

    27. JC

      ... and you would go all in on that?

    28. CP

      No. I was delusional.

    29. JC

      Okay.

    30. CP

      Um, in 2011, two years before I sold Climate Corp, I started a company called Metro Mile. I was the chairman of the board of the company. I hired an outside CEO, fired him in a year, brought the c- promoted the CTO to be CEO. For years I worked with him as the chairman of the board. I invested close to $10 million of my own money in this company. Spent years on it. It had raised a series B, a series C, series D, was doing great. I'm like, "Man, this is awesome. I can be a chairman, not a CEO, run these companies. This goes great." Scale to like whatever it was, $100 million of revenue. I started Eatsa, which as you guys recall-

  8. 48:57 – 1:01:51

    Alan Keating joins the show to talk poker strategy, thriving in chaos, risk psychology

    1. JC

      you had, uh, and it sounds like you made the right decision. All right, next up on the program, one of our favorite human beings. (clapping) You know him from High Stakes Poker. The one, the only, the Mad Man of the poker tables and the mensch in our poker group, Alan Keating. Welcome.

    2. DS

      Alan Keating. What's up?

    3. JC

      Good to see you, brother.

    4. AK

      Thank you for the kind introduction. (laughs)

    5. JC

      Have a seat, have a seat.

    6. AK

      What's up, brother? How are you?

    7. DS

      You're sitting, you're sitting next to me.

    8. AK

      Oh, good, good, good.

    9. JC

      Now, Alan-

    10. DS

      Come on in. Just like at dinner last night.

    11. AK

      Yeah. (laughing)

    12. DS

      You were to my right.

    13. AK

      Thankfully. (laughs)

    14. JC

      Let me, uh, let me introduce-

    15. DS

      So, tomorrow, you want out to dinner last night.

    16. JC

      Hold on, let me just do a proper introduction so the audience understands who Alan Keating is.

    17. DS

      What happened?

    18. JC

      We'll get to it. Alan Keating-

    19. AK

      Oh, no.

    20. JC

      Just type that into, um, uh, YouTube, watch a bunch of Alan Keating clips. Alan, uh, very famously-

    21. DS

      Paraforest Keating, that's what I call him.

    22. JC

      Paraforest Keating.

    23. DS

      Two-sevens.

    24. AK

      He saw the hand you drew.

    25. JC

      Alan Keating, uh...

    26. AK

      I saw that, I was incredible. That was legendary.

    27. JC

      Alan Keating ran, uh, the high stakes game here, the elite Big Game for many years. Um, then he started investing in companies. He was the seed investor in a little company known as Polymarket. Uh, and he's gotten into, uh, our friend group, I don't know how many years ago Chamath, you brought him in and he fit right in, and we started hanging out-

    28. DS

      10.

    29. JC

      10 years ago. And, uh, we got to know him. In that time, he also started to play high stakes on TV, stopped running the Big Game here in Vegas. And on TV, you're known for playing way above the rim, in a way that, to call it non-traditional, would be an understatement. Take us through-

    30. DS

      No.

Episode duration: 1:01:52

Install uListen for AI-powered chat & search across the full episode — Get Full Transcript

Transcript of episode 4tgV87SM-r0

Get more out of YouTube videos.

High quality summaries for YouTube videos. Accurate transcripts to search & find moments. Powered by ChatGPT & Claude AI.

Add to Chrome