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DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

All-In with Chamath, Jason, Sacks & Friedberg

Release Date: 12/20/2024

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein show art The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

All-In with Chamath, Jason, Sacks & Friedberg

(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 Follow Larry: Follow Ezra: Follow the besties: Follow on X: Follow on Instagram: Follow on...

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DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias show art DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

All-In with Chamath, Jason, Sacks & Friedberg

(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...

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All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson show art All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson

All-In with Chamath, Jason, Sacks & Friedberg

(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...

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The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations show art The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

All-In with Chamath, Jason, Sacks & Friedberg

(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 Follow Gavin: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit: Referenced in the show:

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White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue show art White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

All-In with Chamath, Jason, Sacks & Friedberg

(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 Thanks to our partners for making this happen: Hims: https://www.hims.com | Gemini: iTrustCapital (use code allin): Follow Cyan: Follow the besties: Follow on X: ...

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Howard Lutnick | All-In in DC! show art Howard Lutnick | All-In in DC!

All-In with Chamath, Jason, Sacks & Friedberg

(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 Thanks to our partners for making this happen: Gemini: Hims: | ...

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Scott Bessent | All-In in DC! show art Scott Bessent | All-In in DC!

All-In with Chamath, Jason, Sacks & Friedberg

(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...

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Fixing the American Dream with Andrew Schulz show art Fixing the American Dream with Andrew Schulz

All-In with Chamath, Jason, Sacks & Friedberg

(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...

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Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO show art Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

All-In with Chamath, Jason, Sacks & Friedberg

(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...

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Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy show art Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

All-In with Chamath, Jason, Sacks & Friedberg

(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 Follow the besties: Follow on X: Follow on Instagram: Follow on...

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More Episodes

(0:00) Bestie intros

(3:07) The Besties welcome Box CEO Aaron Levie!

(5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI

(18:42) DOGE's first casualty and its paradigm-shifting potential

(48:25) Conspiracy Corner: What are the drones over New Jersey!?

(57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software

(1:27:29) Google's AI turnaround, future of AI physics and video models

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Aaron Levie:

https://x.com/levie

Follow on X:

https://x.com/theallinpod

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.cbsnews.com/news/government-shutdown-continuing-resolution-march-14

https://x.com/Jason/status/1869816646954823916

https://docs.house.gov/billsthisweek/20241216/CR.pdf

https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution

https://x.com/KobeissiLetter/status/1869730547851051029

https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024

https://x.com/VivekGRamaswamy/status/1869407887983821089

https://avalon.law.yale.edu/18th_century/fed58.asp

https://x.com/patrickc/status/1869422495985750459

https://x.com/chamath/status/1869773044832718917

https://x.com/SpeakerPelosi/status/1869871681830879256

https://x.com/RepJayapal/status/1869823494588162475

https://x.com/elonmusk/status/1869485580276629975

https://x.com/elonmusk/status/1869482581181554704

https://x.com/elonmusk/status/1869487359420727338

https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839

https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html

https://x.com/KanekoaTheGreat

https://x.com/AutismCapital

https://x.com/Geiger_Capital

https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html

https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring

https://openai.com/index/scale-the-benefits-of-ai

https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html

https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0

https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk

https://x.com/DailyPalantir/status/1869097046889882057

https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers

https://x.com/GoogleDeepMind/status/1868703624714395907

https://x.com/_philschmid/status/1869639246434246966