Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 03/01/2025
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) David Friedberg introduces Secretary Doug Burgum (2:11) Burgum's background and how it led to his role in the administration (10:56) The state of American energy and how we got here (22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance (34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt (42:25) Mining, overseeing the EPA, aligning agencies with outcomes Follow Secretary Burgum: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins! (1:32) How she ended up in Trump's two administrations, history of the USDA (16:56) Trump's first 100 days, what needs to be reformed in the USDA (21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration (30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background (34:33) State of US farming in 2025, labor costs, opening up new markets, and more (42:11) Working with DOGE, Farm...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its tariff pricing feature, national security issues (1:04:13) AI agents, 1,000,000X'ing AI, and more Follow Aaron Levie: Follow Ryan Petersen: 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:
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough Follow Andrew: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: ...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(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 Follow Tim: Check out Tim's new special: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music...
info_outlineAll-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...
info_outlineAll-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...
info_outlineAll-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...
info_outlineAll-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:
info_outlineAll-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: ...
info_outline(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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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/