IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 06/21/2025
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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(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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(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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(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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(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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(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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(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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(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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(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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(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...
info_outline(0:00) The Besties welcome Thomas Laffont!
(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity
(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree
(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more
(42:41) Why Apple is fumbling AI and how they can fix it?
(57:02) IPOs and M&A heating up in 2025
(1:16:18) State of liquidity: SPACs, Direct Listings, and more
(1:25:40) Amazon's "kingmaker" position, job displacement
(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate
(1:52:13) Animal trailer
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Referenced in the show:
https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html
https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution
https://x.com/JoannaStern/status/1933564098291048764
https://www.youtube.com/watch?v=wCEkK1YzqBo
https://x.com/chamath/status/1932157508698919320
https://www.renaissancecapital.com/IPO-Center/Stats/Pricings
https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai
https://x.com/chamath/status/1935369326321877153
https://x.com/chamath/status/1935740807925100853
https://www.google.com/finance/quote/COIN:NASDAQ
https://www.google.com/finance/quote/SPOT:NYSE
https://x.com/ylecun/status/1935108028891861393
https://x.com/ben_j_todd/status/1934284189928501482
https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0
https://companiesmarketcap.com/microsoft/revenue
https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0