Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 03/08/2025
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) 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
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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