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Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

All-In with Chamath, Jason, Sacks & Friedberg

Release Date: 05/24/2025

Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy show art Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal Join us at the All-In Summit: Summit scholarship application: Get The Besties All-In Tequila: 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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Winning the AI Race Part 5: President Trump on the AI Action Plan show art Winning the AI Race Part 5: President Trump on the AI Action Plan

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : Visa: 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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Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum show art Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary Thanks to our partners for making this happen: NYSE : Visa: 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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Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller show art Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : Visa: 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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Winning the AI Race Part 2: Vice President JD Vance show art Winning the AI Race Part 2: Vice President JD Vance

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world (16:41) AI’s impact on jobs (22:02) Should America facilitate “National Champions” in strategic industries? (24:09) Working at the White House with Sacks Thanks to our partners for making this happen: NYSE : Visa: 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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Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian show art Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko Robotics (44:37) Shyam Sankar, Palantir (1:00:33) Paul Buchheit, Y Combinator (1:13:35) Kelly Loeffler, Administrator of the Small Business Administration Thanks to our partners for making this happen: NYSE :  Visa: 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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Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law show art Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy (38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US (52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted (1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act Follow Gavin Baker: Follow Bo...

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Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs show art Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence (46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome (58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026? (1:13:12) SCOTUS backs Trump over federal government RIF plans Follow Keith: Follow Travis: Get The Besties All-In Tequila: Join us at the...

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Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO show art Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings (1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI Get All-In Tequila: Join us at All-In Summit: Follow the besties: Follow on X: Follow on Instagram: Follow on...

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12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner show art 12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor (1:06:02) Science Corner: Stem cell-driven aging reversal out of China (1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair? (1:32:49) AI Copyright: Anthropic and Meta receive favorable...

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More Episodes

(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

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

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Referenced in the show:

https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889

https://www.cnbc.com/quotes/US10Y

https://x.com/KobeissiLetter/status/1925253934794342405

https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D

https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/

https://x.com/JessicaBRiedl/status/1925257429408756087

https://www.google.com/finance/quote/BTC-USD

https://www.google.com/finance/quote/GCW00:COMEX

https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493

https://x.com/chamath/status/1925568992959492156

https://x.com/chamath/status/1925590496103342114

https://www.google.com/finance/quote/GOOG:NASDAQ

https://blog.google/products/google-one/google-ai-ultra

https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005

https://x.com/BenGeskin/status/1925579528933372198

https://x.com/DavidSacks/status/1924817118370951238

https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure