(0:00) Bestie intros + quick Davos recap

(9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths

(45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI

(1:09:58) De-dollarization, gold and silver ripping

(1:20:05) California governor race

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https://x.com/DavidSacks

https://x.com/friedberg

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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/StephenM/status/2015133481261474030

https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting

https://www.youtube.com/watch?v=y2Z3ZUbL2e0

https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney

https://www.dhs.gov/wow

https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/

https://www.youtube.com/watch?v=tke0kY4l4e4

https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/

https://x.com/shellenberger/status/2016671351486967995

https://x.com/BoLoudon/status/1942641987326185693

https://x.com/JamesBlairUSA/status/2016154036550930765

https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

https://x.com/Geiger_Capital/status/2016564161484873748

https://x.com/RapidResponse47/status/2016537492493676905

https://x.com/chamath/status/2015966444027322763

https://polymarket.com/event/california-governor-election-2026

https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29

(0:00) Intro

(0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world

(52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more

(1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them

(1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout

On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at https://public.com— investing for those who take it seriously.

Follow Jeremy:

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Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

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Follow on X:

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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) The Besties introduce Dr. Oz

(3:26) Trump's vision for healthcare in America

(13:26) AI & self-directed healthcare

(30:10) The future of GLP-1s and affordability

(35:06) The Medical Fraud Crisis

(44:02) California fraud and accountability

(56:57) Immigration and addiction

Follow Dr. Oz:

https://x.com/DrOz

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

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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://www.nature.com/articles/s41746-025-01671-6