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 welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial astronaut (16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things (31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry (48:31) The truth behind Jared's nomination being withdrawn by President Trump Follow Jared: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow...
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(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32) Addressing overregulation at the local level (17:05) Ambitions for his post-Mayor career (21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Thanks to our partners for helping make this happen! Check out OKX: Check out Circle: Follow Mayor Suarez: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation (25:17) Doom vs Boom in AI: Job Destruction or Abundance? (52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues (1:17:14) US Steel/Nippon Steel deal: national champions and golden votes 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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(0:00) The Besties welcome Nico Rosberg! (0:27) Nico's history with F1, what makes a great driver (6:24) The business of F1 (10:05) Teammate rivalries, why "Drive to Survive" works, future growth (16:48) Post-F1 career, best angel investments, becoming a VC (22:16) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: Check out Circle: Follow Nico: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video Credit:
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(0:00) Friedberg and Chamath welcome Senator Ron Johnson (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt (14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality (24:53) Energy rescissions, future of DOGE (32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement (54:15) Next steps if the Big, Beautiful Bill passes (58:35) Post-interview recap Follow Senator Johnson: Follow the besties: Follow on X: Follow on Instagram: ...
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(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design startup for $6.5B (57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals (1:15:25) Science Corner: CRISPR breakthrough! (1:23:02) How increased energy production could solve America's fiscal problems 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) The Besties welcome Antonio Gracias! (0:30) DOGE updates: Government complexity worse than imagined, how to fix it (9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service (15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system (22:12) Fixing immigration in the US Thanks to our partners for helping make this happen! Check out OKX: Check out Circle: Follow Antonio: 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 Sergey Brin! (0:40) Sergey on his return to Google, and how an OpenAI employee played a role! (5:58) AI's true superpower and the next jump (12:23) AI robotics: humanoids and other form factors (17:07) Future of foundational models and open-source (19:59) Human-computer interaction in the age of AI (31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: Check out Circle: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn: Intro Music Credit: Intro Video...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) The Besties welcome Ben Shapiro! (1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament (7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East" (35:18) US-China deal: is the tide turning on tariffs? (46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral (1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others (1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention? Follow Ben Shapiro: Follow the besties: Follow on X: ...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai (2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user (15:32) Infrastructure advantage, foundational model differentiation (25:08) Future of human-computer interaction, hardware, competitive landscape in AI (35:29) Energy constraints in AI (41:20) Google's progress in quantum computing and robotics (47:56) Culture, coddling, and talent recruitment in the age of AI (56:50) Does he consider Alphabet a holding company searching for Google's next $100B business? Follow Sundar: Follow the besties: ...
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