1 month ago

627

Finance & Crypto Tech Reviews all in podcast all in podcast all-in podcast Chamath Palihapitiya Jason Calacanis David Sacks David Friedberg

Sep 28, 2025 All-In Summit 2025
(0:00) Introducing Eli Lilly CEO Dave Ricks
(1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China
(7:08) GLP-1 pricing and capital allocation after a breakout pharma product
(12:56) Why Biotech VC has plummeted, “patent hacking” in China
(15:32) Dave’s health regimen: good sleep, movement, healthy diet, social relationships, reading
(18:32) Unexpected impacts of GLP-1s, helping with addictions, potential mental health use cases
(21:16) Thoughts on RFK Jr, Big Pharma’s influence on the media, how AI empowers patients
(25:27) Impact of proposed NIH cuts, explaining the “PBM boogeyman”, next major pharma breakthrough

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-int...

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

Athletic Brewing: https://www.athleticbrewing.com/

Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg