All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
- 1 hour 38 minutesTrump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
(0:00) The Besties welcome Tim Dillon!
(6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities
(28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away
(57:04) Hollywood's DEI facade, thoughts on AI, and more
(1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals!
(1:26:44) Science Corner: Mitochondrial Therapy
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Referenced in the show:
https://www.youtube.com/watch?v=wUzmVo2dZNs
https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866
https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800
https://www.harvard.edu/president/news/2025/the-promise-of-american-higher-education
https://www.cnn.com/2025/04/16/politics/irs-harvard-tax-exempt-status/index.html
https://en.wikipedia.org/wiki/Bob_Jones_University_v._United_States
https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard
https://www.thecrimson.com/article/2022/7/13/faculty-survey-political-leaning
https://www.reuters.com/world/europe/ukraines-parliament-extends-martial-law-until-august-2025-04-16
https://www.nature.com/articles/s41586-023-06537-z
19 April 2025, 12:14 am - 2 hours 1 minuteThe Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
(0:00) Bestie intros!
(0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs
(21:21) Measures for success of tariffs, debating the impact of letting China into the WTO
(46:14) Is the US being exploited on trade? Was free trade a mistake?
(1:02:01) Recession chances, How the Trump administration gathers information
(1:19:39) Future of the Democratic Party, Abundance agenda, DOGE
(1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony
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Referenced in the show:
https://truthsocial.com/@realDonaldTrump/posts/114309144289505174
https://x.com/WhiteHouse/status/1910058352278708638
https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8
11 April 2025, 9:47 pm - 1 hour 54 minutesDOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
(0:00) The Besties welcome Ben Shapiro and Antonio Gracias
(1:54) Why Antonio is helping out and what it's like working with DOGE
(4:56) DOGE's latest findings: illegal immigration, social security, and more
(27:59) Was Biden's open border policy a Dem strategy to expand their voter base?
(39:55) Tariffs: Liberation Day chaos, reactions, strategy
(55:26) Impact, consequences, and risks for the Trump Administration
(1:13:50) How the US can thrive in a high-tariff world
(1:31:33) Future US political landscape if the tariff strategy fails
(1:42:27) Chamath recaps his best-performing asset of 2025 + wrap
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Referenced in the show:
https://x.com/AntonioGracias/status/1906877800511893670
https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860
https://x.com/Geiger_Capital/status/1907553323387072774
https://x.com/enriqueabeyta/status/1907796286763409439
https://x.com/Geiger_Capital/status/1907622848149037509
https://x.com/litcapital/status/1907813630227173534
https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0
https://www.hoover.org/publications/goodfellows
https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486
5 April 2025, 7:03 pm - 1 hour 50 minutesAll-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
(0:00) Friedberg and Jason are live from Austin!
(2:51) How building an audience has impacted the Besties
(11:15) Colin & Samir join the Besties!
(12:01) Evolution of short-form and long-form content
(22:18) Business models for creatives
(35:04) Advice to up and coming creators
(42:10) Chris Williamson joins the Besties!
(50:17) Making it seem effortless
(57:47) Monetizing content
(1:05:02) Scaling a one-man show
(1:19:15) Bryan Johnson joins the Besties!
(1:20:13) Spotify’s move to video
(1:21:21) Bryan’s Ketamine experience
(1:28:03) Creators and value props
(1:36:52) Issues with the US food industry
(1:43:10) Top tips for healthy living
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3 April 2025, 1:15 am - 1 hour 28 minutesThe AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
(0:00) The Besties welcome Gavin Baker back on the show!
(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back
(16:22) US vs China in AI: Manus, China building its own Nvidia, and more
(28:37) The Administration's endgame for tariffs
(53:05) Signalgate: context and fallout
(1:09:42) El Salvador deportations
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Referenced in the show:
https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25
https://modelcontextprotocol.io/introduction
https://www.youtube.com/watch?v=A8wJc7vHcTs
https://x.com/JohnArnoldFndtn/status/1905296181208416744
https://x.com/chamath/status/1904547884877701610
https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador
29 March 2025, 1:40 am - 1 hour 30 minutesWhite House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
(0:00) Welcoming Cyan Banister and David Sacks!
(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more
(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla
(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage
(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation
(1:12:57) Space rescue, SpaceX vs China, lunar landing
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Referenced in the show:
Bessent interview: https://youtu.be/lSma9suyp24
Lutnick interview: https://youtu.be/182ckTL2KBA
https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html
https://x.com/Tim_Walz/status/1902197581586833643
https://x.com/elonmusk/status/1519735033950470144
https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7
https://x.com/thesamparr/status/1902385138308104685
https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223
https://www.cnbc.com/quotes/US10Y
https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html
22 March 2025, 2:17 am - 1 hour 44 minutesHoward Lutnick | All-In in DC!
(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!
(1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics
(14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump
(38:01) Balancing the budget and fixing GDP
(52:21) Tariff history and strategy, global trade
(1:10:34) Trump Cards, building better government software, AI thoughts
(1:22:49) Sovereign Wealth Fund strategy
(1:37:16) How his family reacted to his new role
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20 March 2025, 9:34 pm - 1 hour 13 minutesScott Bessent | All-In in DC!
(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent!
(2:12) Scott's background, what drew him to equities, the role of macro investors
(7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today
(21:30) Scott explains the Trump Administration's economic strategy
(32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt
(42:06) DOGE, DC grifts, shakeup at the IRS
(50:51) Re-engineering social security through the US SWF, how energy factors in
(1:00:02) Surprises, fixing affordability, thoughts on President Trump
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19 March 2025, 3:34 am - 1 hour 39 minutesFixing the American Dream with Andrew Schulz
(0:00) The Besties intro Andrew Schulz!
(3:29) Friedberg hits a quick Science Corner on the future of fertility
(9:35) Reacting to Gavin Newsom's new podcast: genius or pandering?
(19:36) Tariff experiment so far: risks, communication issues, and more
(30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform
(55:45) Aligning upside via increased stock market participation
(1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following
(1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGE
GET TICKETS for All-In Live: Miami
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Referenced in the show:
https://x.com/chamath/status/1895948351516131515
https://x.com/ChineseEmbinUS/status/1897132043362034153
https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc
15 March 2025, 12:22 am - 2 hours 6 minutesTariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
(0:00) The Besties welcome Joe Lonsdale!
(3:51) Jason recaps an eventful week in Washington
(8:29) Trump's tariffs: endgame, impact, chaos, master plan
(26:25) DOGE, IRA grifting, do campaign contributions need to be capped?
(53:42) CoreWeave IPO
(1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy
(1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts
(1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models
(1:33:47) All-In for F1 Miami!
(1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile
(1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day
(1:57:23) Importance of disclosures and updates on a market structure bill
GET TICKETS for All-In Live: Miami
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Referenced in the show:
https://truthsocial.com/@realDonaldTrump/posts/114093526901586124
https://x.com/JTLonsdale/status/1896245689488920748
https://x.com/Jason/status/1896235076456739138
https://truthsocial.com/@realDonaldTrump/posts/114093946326587357
https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03
https://x.com/AutismCapital/status/1896655215899893968
https://x.com/USATODAY/status/1897248477081460849
https://truthsocial.com/@realDonaldTrump/posts/114116432894994278
https://truthsocial.com/@realDonaldTrump/posts/114112015891353323
https://fred.stlouisfed.org/series/USGOVT
https://x.com/DOGE/status/1897464303428755692
https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc
https://www.thefp.com/p/a-20-billion-slush-fund-nonprofits
https://x.com/bariweiss/status/1896992192197013888
https://truthsocial.com/@realDonaldTrump/posts/114117008305421663
https://x.com/chamath/status/1895948351516131515
https://x.com/chamath/status/1895948351516131515
https://x.com/unusual_whales/status/1897737394964906437
https://x.com/great_martis/status/1897194563800064153
https://x.com/great_martis/status/1897581115952804248
https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm
https://x.com/chamath/status/1896052861500604884
https://www.newsweek.com/map-global-thorium-reserves-country-2039893
https://x.com/dmartkc/status/1896260059640025113
https://x.com/ryangrim/status/1896306748052623852
https://x.com/_Andre_Ellis/status/1896935969041104981
https://x.com/KyleSamani/status/1897130321021411750
8 March 2025, 12:58 am - 1 hour 15 minutesEpstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
(0:00) Bestie intros
(1:41) Epstein files first release underwhelms
(4:40) Friedberg recaps his experience on Celebrity Jeopardy!
(14:22) State of autonomous robots
(21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building
(29:12) State of the market: stocks, tariffs, spending bill, the "great reset"
(49:07) Trump's Gold Card
(56:19) Sophisticated investor test, changing accreditation laws
(1:06:57) USPS, Bezos refocuses the WaPo's opinion page
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Intro Music Credit:
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Referenced in the show:
https://x.com/bennyjohnson/status/1895195194947183047
https://x.com/adcock_brett/status/1895175400160133543
https://x.com/markjeffrey/status/1892735775550406828
https://x.com/pitdesi/status/1895117427480109238
https://x.com/jmover/status/1895129169882661100
https://coinmarketcap.com/currencies/tether
https://coinmarketcap.com/currencies/usd-coin
https://fred.stlouisfed.org/series/UNRATE
https://www.cnbc.com/2025/02/12/cpi-january-2025.html
https://x.com/StealthQE4/status/1894227465616171361
https://www.youtube.com/watch?v=7-ttACozP8s
https://www.cnbc.com/quotes/US10Y
https://x.com/chamath/status/1888371069322686895
https://x.com/Jason/status/1706067572226244789
https://www.washingtonpost.com/business/2025/02/20/trump-usps-takeover-dejoy/
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