Social Security

18 statements across 14 episodes · 3 bullish · 9 bearish · 10 people on the record · first statement May 5, 2023 by David Friedberg · said 137 times in 44 episodes since 2020 · across every show →

Mentions by year

brought up most by David Friedberg (77), Jason Calacanis (19), Rand Paul (8), Chamath Palihapitiya (8), Howard Lutnick (6), Dean Phillips (6), Senator Ron Johnson (3), Donald J. Trump (2)

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08152020202120222023202420252026episodes it came up in
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2026 25 mentions in 8 episodes 3 per episode
2025 51 mentions in 12 episodes 4 per episode
2024 12 mentions in 6 episodes 2 per episode
2023 42 mentions in 14 episodes 3 per episode
2022 5 mentions in 2 episodes 3 per episode
2021 1 mention in 1 episode
2020 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Social Security, oldest first

May 5, 2023 bearish
Assertion Supported
Friedberg: Social Security is projected to go bankrupt by 2035
“Right now it's projected social security will go bankrupt in 2035, 20 34, around that range.”
David Friedberg May 5, 2023 ▶ 23:55 In conversation with Robert F. Kennedy Jr.
May 5, 2023 positive
Disclosure
RFK Jr.: Altering Social Security, Medicaid, or Medicare is a red line
“I would say it's a red line for me to touch Social Security or Medicaid or Medicare.”
Robert F. Kennedy Jr. May 5, 2023 ▶ 26:04 In conversation with Robert F. Kennedy Jr.
May 26, 2023 negative
Insight
Palihapitiya: Campaigning on entitlement cuts is a political non-starter
“I think that if you start to go and talk about austerity and cutting social security and healthcare benefits, it's literally a non-starter. People close their eyes, they plug their ears and you get nowhere.”
Chamath Palihapitiya May 26, 2023 ▶ 43:00 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
Aug 4, 2023
Assertion Supported
Poll shows 82% of US voters oppose Social Security cuts for under-50s
“A poll was done. And on that poll, 82% of voters oppose the push to cut Social Security for Americans under 50.”
David Friedberg Aug 4, 2023 ▶ 53:24 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
Aug 4, 2023 negative
Opinion
Sacks: Social Security reform cannot succeed without bipartisan support
“You cannot touch social security as a single party effort. It has to be bipartisan.”
David Sacks Aug 4, 2023 ▶ 54:18 E140: LK-99, Sclerotic establishments, Fitch downgrades US debt, Trump indicted... again
Sep 8, 2023 neutral
Disclosure
Christie advocates raising Social Security retirement age and means testing
“On the entitlement side, I think I'm the only person who's been talking about this and saying out loud, we've got to consider raising retirement age and we've got to consider means testing and eligibility for social security.”
Chris Christie Sep 8, 2023 ▶ 6:49 In conversation with Chris Christie
Jan 20, 2025 neutral
Disclosure
Emmer: Trump administration promised not to touch Social Security, Medicare, or Medicaid
“We've said we're not going to touch Social Security. Medicare and Medicaid. That was the president who said that.”
Tom Emmer Jan 20, 2025 ▶ 15:18 Inauguration Interviews: Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna
Jan 20, 2025 neutral
Prediction Not checkable as stated
Calacanis: DOGE cannot make major budget cuts without touching entitlement and defense
“No, I think Doge is going to reduce the size of certain things, but unless you were to do Social Security and do the military, those two things, I think, are the bulk of our budget, and so you really have to take those away in a significant way, and that's jus…”
Jason Calacanis Jan 20, 2025 ▶ 2:32:35 All-In Inauguration Day Livestream with the Besties from Washington, DC!
Jan 20, 2025 bearish
Assertion Not checkable as stated
Friedberg: Washington politicians privately agree Social Security breaks by 2030–2032
“But behind closed doors, everyone says, 2030, 2032 is when it's gonna break, and so that's when everyone's kind of lining up, or thinking about, so no one even wants to deal with it.”
David Friedberg Jan 20, 2025 ▶ 2:35:56 All-In Inauguration Day Livestream with the Besties from Washington, DC!
Feb 7, 2025 bearish
Prediction Open · timeframe Feb 2033
Friedberg: Social Security will be functionally bankrupt in eight years
“Social Security's functionally going to be bankrupt in eight years.”
David Friedberg Feb 7, 2025 ▶ 1:00:58 DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
Mar 19, 2025 neutral
Assertion Partly supported
Calacanis compares Australia's $3 trillion superannuation fund to US Social Security
“The Australian superannuation, they've got 30 managers, and they have as much in their on their balance sheet today in their fund than Social Security does, about three trillion dollars, and they have seven percent of our population.”
Jason Calacanis Mar 19, 2025 ▶ 56:04 The Shocking Truth About DC Spending & Corruption - Scott Bessent
May 21, 2025 positive
Disclosure
DOGE publicly released Social Security website metrics after improving performance
“You know, we were, as an example, at Social Security, we were criticized for the web setup time. Well, turns out web setup time has been better since we got there than after, imagine we have engineers. And we've now published the metrics on the website publicl…”
Antonio Gracias May 21, 2025 ▶ 7:26 Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami
May 31, 2025 bearish
Prediction Open · timeframe Dec 2032
Friedberg: US Social Security will be functionally bankrupt by 2032
“We have until 2032 when social security will be functionally bankrupt and everyone's going to get overtaxed and kids are going to end up having to pay through inflation for the benefits of the retirees of the last generation.”
David Friedberg May 31, 2025 ▶ 1:26:30 AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes
Sep 5, 2025 bearish
Prediction Not checkable as stated
Paul: Social Security cannot survive without raising the retirement age to 70
“But it's not going to be around unless you raise the age to 70. That's the only way it sticks around.”
Rand Paul Sep 5, 2025 ▶ 24:59 Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
Sep 5, 2025 negative
Insight
Paul: Raising retirement age alone will no longer save Social Security
“The age doesn't fix Social Security anymore. You gotta means test it.”
Rand Paul Sep 5, 2025 ▶ 29:38 Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
Feb 28, 2026 neutral
Assertion Supported
Calacanis: COBOL code runs 95% of US ATMs and Social Security payments
“It runs 95% of ATMs in the US, and it powers Social Security payments.”
Jason Calacanis Feb 28, 2026 ▶ 2:24 Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
Jul 11, 2026 bullish
Opinion
Gerstner: Trump Accounts are biggest US social contract change since 1935
“It's the largest change to our social contract since 1935 and social security.”
Brad Gerstner Jul 11, 2026 ▶ 1:23:12 OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
Aug 29, 2026 bearish
Prediction Open · timeframe Dec 2032
Friedberg: Social Security and state defaults will force bailouts by 2032
“Then the next big thing is going to happen around 2030 to 20 32. And that's really where social security doesn't have any money to pay anymore. And I think during that era is also when a lot of the states are going to become bankrupt. We're not going to be abl…”
David Friedberg Aug 29, 2026 ▶ 51:27 Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine
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