Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
All-In with Chamath, Jason, Sacks & Friedberg
Release Date: 10/17/2025
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race 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) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cybersecurity in the AI era, most capable hacker nations, and more (1:17:53) Archer CEO Adam Goldstein on the state of eVTOLs in 2026 and when to expect them (1:42:27) Crusoe CEO Chase Lochmiller on powering the trillion-dollar AI buildout On Public, you can invest in stocks, options, bonds, and crypto. Plus, build your own custom index with AI. Get started at — investing for those who take it...
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(0:00) The Besties introduce Dr. Oz (3:26) Trump’s vision for healthcare in America (13:26) AI & self-directed healthcare (30:10) The future of GLP-1s and affordability (35:06) The Medical Fraud Crisis (44:02) California fraud and accountability (56:57) Immigration and addiction Follow Dr. Oz: 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) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next....
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo (1:21) The cost of infrastructure build-out, energy challenges (12:41) Where AI will be most impactful (22:39) The China Threat, globalization strategy (39:12) America’s entrepreneurial AI outlook Follow Michael: Follow Maria: 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) Jason and Sacks welcome Sarah B. Rogers! (2:22) Free speech, EU censorship, OSA/DSA overreach? (13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff" (22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship (34:42) Understanding the "Censorship Industrial Complex" in America Follow Sarah: 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) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount (10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic (12:39) Views on diffusion, how the US tech stack can win globally (19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model? (26:08) What SaaS adoption looks like in the age of AI Follow Satya: Follow the besties: Follow on X: Follow on...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon (35:09) Billionaire backlash in California: Wealth Tax exodus (56:13) Greenland acquisition: Why it's crucial 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) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines (33:13) Reshaping the failed Food Pyramid (41:29) GLP-1s and America’s Obesity Epidemic (49:54) Rethinking vaccines from first principles (59:40) Lowering drug prices, the power of AI for healthcare (1:18:57) What causes autism? Follow Marty Makary: Follow the besties: Follow on X: Follow on Instagram: Follow on TikTok: Follow on LinkedIn:...
info_outlineAll-In with Chamath, Jason, Sacks & Friedberg
(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons" (36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist? (51:23) Who should be California's next governor? (58:04) Big Tech, AI, and the 2028 Election When you need a partner trusted by millions, there’s one platform for all business - PayPal Open. Grow today at . Loans subject to...
info_outline(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area
(3:35) State of crime in SF, do they need the National Guard?
(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?
(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history
(52:59) AI PR crisis: Recent datacenters get denied
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Referenced in the show:
https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html
https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3
https://x.com/the_jefferymead/status/1978130345200427334
https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e
https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html
https://truthsocial.com/@realDonaldTrump/posts/115351840469973590
https://truthsocial.com/@realDonaldTrump/posts/115350455734003647
https://mpmaterials.com/mountain-pass
https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/
https://chinapower.csis.org/tracker/china-gdp
https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124
https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf
https://nationalinterest.org/feature/can-china-rise-peacefully-10204
https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/
https://www.amazon.com/End-History-Last-Man/dp/0743284550
https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978
https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884
https://x.com/balajis/status/1937517664907460980
https://x.com/chamath/status/1978584886329082098