IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

The episode begins with congratulations on new arrivals and reflections on the East Meets West conference, focusing on LA's restaurant recovery. The discussion then turns to AI's transformative impact on the US economy, healthcare, and advertising, with emphasis on Meta's AI investments and historical tech trends. Insights are shared on the Max Seven tech companies and the AI race. Tesla's humanoid robot, NVIDIA's risks, and Apple's tech stagnation are examined. AI's influence on IPOs, market trends, and the SaaS slowdown is discussed, including consumption-based pricing. Chamath's SPAC insights and Thomas Laffont's market analysis delve into AI's workforce impact and Amazon's AI focus. The episode ends with regulatory shifts in crypto, stablecoin debates, f

ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

Tucker Carlson joins us to discuss immigration policies, public opinion, and federal enforcement, including National Guard deployment. We explore deportation strategies, assimilation, and the need for high-skilled immigrants, highlighting bipartisan roles. The episode compares Trump and Democrat immigration policies, examines American cities, economic forecasts, and Republican economic orthodoxy. We also cover tariffs, Jerome Powell's predictions, globalist agendas, and the Federal Reserve's political influence. The episode concludes with insights into foreign policy and tensions with Iran.

Jared Isaacman: What went wrong at NASA | The All-In Interview

Jared Isaacman joins David Friedberg to discuss his journey from entrepreneur to space enthusiast, highlighting his ambitions within the space industry. The conversation explores Isaacman's relationship with Elon Musk and his investments in SpaceX, along with his nomination for NASA administrator during the Trump administration. They delve into NASA's bureaucratic challenges, budget constraints, and the Artemis program, comparing it to China's more streamlined approach. The episode examines the private sector's critical role in space exploration, addressing the need for space superiority and efficiency in government spending. Isaacman shares his future plans in space exploration, touching on national debt and Dogecoin speculation.

The Formula for Building America's Happiest City: Miami Mayor Francis Suarez | All-In Live

Miami Mayor Francis Suarez joins the discussion, sharing insights into the city's remarkable achievements in reducing homelessness and homicides. He outlines the strategic initiatives and policies that have positioned Miami as one of America's happiest and healthiest cities. The conversation delves into the challenges of local overregulation and Suarez's approach to fostering a business-friendly environment. Looking beyond his mayoral tenure, Suarez discusses his future ambitions and potential career paths. The episode concludes with acknowledgments to partners, highlighting the intersection of technology, finance, and governance.

AI Doom vs Boom, EA Cult Returns, BBB Upside, US Steel and Golden Votes

This episode begins with an announcement of the All-In Summit and delves into AI's multifaceted impact. The discussion covers AI doomerism, safety concerns, economic repercussions, and societal changes, including job displacement. It explores AI fundraising, existential risks, and the politics of AI regulation and global governance. Automation's deflationary benefits and AI's role in economic growth and productivity are examined. The conversation also touches on AI's influence on management, US-China AI competition, and fiscal policy. Chamath and Jason discuss GDP, energy policy, and the steel industry, ending with debates on strategic industry intervention, Social Security reform, and critiques of political leadership and spending.

Nico Rosberg on the Booming Business of F1 | All-In Live from Miami

Nico Rosberg joins the All-In crew to discuss his illustrious Formula One career, including the sport's growth, rivalries, and his decision to retire. The conversation shifts to the impressive ROI and technological advancements driven by Formula One. Nico shares his journey transitioning to venture capital, offering insights into Europe's investment landscape and emerging opportunities. He provides a personal glimpse into his investment strategies and interests. The episode wraps up with closing remarks and an announcement for the upcoming All In Summit, highlighting the convergence of sports, technology, and finance.

Senator Ron Johnson | The All-In Interview

Senator Ron Johnson discusses the US fiscal landscape, tackling budget reconciliation, mandatory spending challenges, and future debt projections. The episode explores discretionary vs. mandatory spending, the debt spiral, and solutions involving interest rates and spending adjustments. Congressional spending motivations, the carried interest loophole, energy policies, and nuclear power are examined. Legislative processes, spending debates, and monetizing federal assets are discussed. Concerns about the conservative movement and representative democracy's sustainability are addressed, along with government productivity, employment, debt hierarchy, asset value, inflation, and the broader US fiscal condition.

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

The besties dive into the bond market chaos and the implications of the GOP's decision to abandon DOGE. The conversation then covers Trump's legislative success with his bill passing the House. Google's advancements in AI search and their strategy to diversify revenue are examined, followed by OpenAI's significant acquisition of Jony Ive's design startup. David Sacks shares insights from his Middle East trip, focusing on AI diplomacy and datacenter deals. The Science Corner highlights a CRISPR breakthrough, and the episode concludes with a conversation on how increased energy production could address America's fiscal challenges.

Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami

Antonio Gracias joins to discuss the intricacies of government systems and potential solutions for simplifying their complexity. The conversation touches on DOGE updates and how Elon Musk's recruitment strategies attracted top-tier engineers, sparking ideas for improving civil service models. The discussion shifts to voter fraud, examining the implications of illegal immigrants participating in elections and the development of a zero-defect voting system. The episode also delves into immigration reform in the US, highlighting challenges and proposing strategies for more effective policies. The episode wraps up with insights on governance and systemic improvements.

Sergey Brin, Google Co-Founder | All-In Live from Miami

In this episode, Sergey Brin joins to discuss the rapid advancements in AI and its implications across multiple industries. The conversation explores the exponential growth of AI, focusing on its transformative impact on sectors such as robotics and programming. A debate ensues on the merits of specialized versus general AI models and the dynamics between open and closed source approaches. The discussion also delves into the future of human-computer interaction, AI's evolutionary role, and advancements in AI hardware and voice interfaces. Sergey Brin concludes with insights on accessing Gemini AI models, followed by announcements for the upcoming All In Summit in Los Angeles.

Trump's Big Week: Middle East Trip, China Deal, Pharma EO, "Big, Beautiful Bill" with Ben Shapiro

In this episode, the discussion kicks off with an announcement about the All In Summit and a lively poker debate. Ben Shapiro joins to delve into Trump's Middle East strategy, exploring the Abraham Accords and media narratives. Chamath discusses global influence, focusing on the Belt and Road Initiative and economic dynamics. The conversation shifts to the Qatar plane controversy and the US-China trade deal, touching on regulatory parity and tariffs. Economic topics include consumer behavior, the GOP's tax bill, and fiscal policies. The episode also tackles environmental concerns, cellular meat bans, and healthcare costs, concluding with reflections on US fiscal challenges and responsible spending.

Sundar Pichai | The All-In Interview

In this episode, Sundar Pichai, CEO of Alphabet, discusses his career journey and AI's transformative impact on Google. Topics include the Innovator's Dilemma, AI evolution, and innovations in Google Search. The conversation covers the competitive AI landscape with insights on Gemini AI, ChatGPT, and Meta AI, as well as Google's AI strategies involving TPUs and NVIDIA. Pichai also touches on LLMs, YouTube data, hardware investments, and the global AI scene, including China's advancements. The episode concludes with reflections on Google's cultural shifts, COVID-19's impact, and Alphabet's innovation strategy.

Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World

The episode begins with a recap of a restaurant experience and the Miami F1 event before introducing guest Philippe Laffont. Discussion includes the All-In Summit announcement, Federal Reserve rate decisions, and economic indicators. Tariffs, trade deals, and their market impact are explored, followed by insights into Microsoft's AI developments and Google's antitrust issues. Philippe Laffont shares views on top companies, IPOs, and venture capital trends, discussing new fund structures and tech investing strategies. The episode concludes with the "MAG seven" and recent news, ending with a look at the Pelosi index performance.

Doug Burgum | All-In in DC!

In this episode, the discussion begins at Sabine Pass with an exploration of the Cheniere LNG facility's historical context. Doug Burgum joins to discuss energy policies, emphasizing energy security and the global impact of US versus China's energy production. The conversation covers initiatives and challenges in energy technologies and regulatory frameworks, alongside America's financial health and leveraging natural resources. Coastal restoration and the decline of the mining industry are assessed, focusing on the country's natural resources. Reflections on political leadership and technological inefficiencies in government are shared, concluding with appreciation and closing remarks.

Brooke Rollins | All-In in DC!

In this episode, Brooke Rollins joins David Friedberg to discuss her background and role in the Trump administration, as well as the launch of the America First Policy Institute. They delve into food security, national security, and the impact of taxpayer dollars on sugary drinks. Rollins shares insights from her first hundred days at the USDA, exploring challenges and reforms in the SNAP program. The conversation covers lobbying, political leverage, and policy-making in agriculture, emphasizing food security as a national concern and American farmers' perspectives. They also address labor shortages, immigration issues, innovation in agriculture, and regulatory frameworks protecting farmers' interests.

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

In this episode, Aaron Levie from Box and Ryan Petersen from Flexport join the discussion. The team speculates on whether Sacks is back before diving into an analysis of Trump's first 100 days in office. The conversation shifts to global trade disruptions and how businesses are adapting to the evolving tariff landscape. They also explore Amazon's inconsistent stance on tariff pricing features and the associated national security implications. The discussion then transitions to AI, including the potential exponential growth of AI capabilities. The episode concludes with insights from the guests on how these developments impact their industries and the broader economic landscape.

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

In this episode, Andrew Ross Sorkin joins the discussion, starting with an All In Summit announcement. The conversation covers the market rally, economic conditions, and media narratives. Trade negotiations, regulatory parity, and national security are examined, along with Ken Griffin's remarks and globalism's impact on trade. Apple's manufacturing shift to India and geopolitical strategies are explored. The Ukrainian conflict, Alphabet's, and Tesla's earnings are analyzed, including Elon Musk's management of Doge and US deficit issues. The science corner discusses thorium reserves and energy production, concluding with Sorkin's experiences and insights.

Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon

In this episode, Tim Dillon dives into US-China trade, focusing on technology and NVIDIA export restrictions. The discussion touches on Trump's trade policies, the gig economy, AI, and chip sales. Harvard's funding, meritocracy, and free speech issues are explored, including DEI's impact on power structures and comedy. The episode covers Hollywood's content changes, Chamath's Federal Reserve appointment, the Ukraine war, and media narratives. Friedberg shares insights, and the science corner highlights mitochondrial health. The episode wraps up with talk of George Clooney, White Lotus, and podcast crossover ideas.

The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein

In this episode, the conversation kicks off with reactions to Trump's strategic decision to target China by postponing other reciprocal tariffs. The discussion evaluates success measures for tariffs and debates the consequences of China's entry into the WTO. The question of whether the US is being exploited in trade agreements and if free trade was a misstep is explored. The team assesses the likelihood of a recession and the Trump administration's methods for information gathering. Shifting focus to politics, the future trajectory of the Democratic Party and the concept of an abundance agenda are examined. The episode concludes with reflections on a recent debate and Chamath's insights from the Breakthrough Prize Ceremony.

DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias

Antonio Gracias delves into social security fraud, asylum applications, and unauthorized voting, sparking a debate on immigration policy and its electoral impact. The discussion shifts to the economic fallout of leaving California, Trump's tariffs, and their effects on corporate debt and deregulation. Insights into welfare, military spending, and historical tariffs are shared. The episode explores global economic shifts, AI's role in strategy, and onshoring jobs. Ben Shapiro discusses politics, education, and tariffs, while Chamath shares investment ideas and insights into Daily Wire's revenue. Reflections on the US economic landscape and innovation close the episode.