The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

Gavin Baker rejoins the conversation, diving into NVIDIA's financial landscape and the implications of CoreWeave's IPO. The episode explores the resurgence of M&A and IPO activities, and the competitive landscape between the US and China in AI development. Discussion touches on China's efforts to develop its own NVIDIA-like capabilities. The team also examines the current administration's tariff strategies and potential outcomes. SignalGate is analyzed for its context and repercussions, followed by a discussion on El Salvador's deportation policies. The episode provides a comprehensive look at these pressing economic and geopolitical issues.

White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

Cyan Banister and David Sacks join the discussion, kicking off with insights from the Besties' recent visit to Washington, D.C., including White House encounters and cabinet interviews. The conversation shifts to the M&A landscape, highlighted by Google's $32B acquisition of Wiz, with Tim Walz sharing thoughts on Tesla's position. A deep dive into the Google/Wiz deal explores its implications for venture capital, return on invested capital, and cloud market advantages. The episode also examines tensions between the Treasury and the Fed, bond market dynamics, and deregulation impacts on consumers. The discussion wraps up with a look at space exploration, contrasting SpaceX's efforts with China's lunar ambitions.

Howard Lutnick | All-In in DC!

Chamath Palihapitiya and David Friedberg welcome Commerce Secretary Howard Lutnick to discuss his extensive career and his long-standing relationship with President Trump. Lutnick shares insights on transitioning from business to politics, including his role in Trump's transition team and the origins of DOGE. The conversation delves into economic strategies such as budget balancing, GDP improvement, and the historical context of tariffs and global trade. They explore innovative government software, AI developments, and the strategic use of a Sovereign Wealth Fund. Lutnick also reflects on his family's reactions to his political role, providing a personal touch to his professional journey.

Scott Bessent | All-In in DC!

Chamath and Friedberg share their recent experiences in Washington D.C. before welcoming Treasury Secretary Scott Bessent. Bessent provides insights into his journey from equities to macro investing, highlighting a legendary trade against the Bank of England in 1992 and its implications for today's economic tensions between Main Street and Wall Street. The discussion shifts to the Trump Administration's economic strategies, focusing on deregulation, the Fed relationship, and debt refinancing. They explore topics such as DOGE, IRS changes, and re-engineering social security via a US Sovereign Wealth Fund. The episode concludes with reflections on affordability challenges and President Trump's influence.

Fixing the American Dream with Andrew Schulz

Comedian Andrew Schulz joins the crew. Friedberg kicks off with a brief Science Corner on fertility advancements. The team discusses Gavin Newsom's podcast, debating its strategic purpose. They then examine the current tariff experiment, its risks, and communication hurdles. The conversation shifts to the broken American Dream, proposing housing market solutions and social security reforms. They also discuss boosting stock market participation to align financial incentives. Schulz shares his comedy journey, leveraging YouTube for success. The episode wraps up with reflections on America, conspiracy theories, and thoughts on Trump and DOGE.

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

The episode kicks off with personal updates before diving into the week's major news and tech developments. Topics include tariffs, Trump's economic strategies, and renewable energy spending. Discussions cover campaign finance, political spending, and the CoreWeave IPO's impact on data centers. The hosts explore market dynamics between Main Street and Wall Street, the effects of lower interest rates, and US debt. They analyze US involvement in Ukraine, NATO's relevance, multipolar power dynamics, and techno-optimism. The episode also delves into AI advancements, crypto regulations, and the SEC's influence on digital asset markets, wrapping up with closing thoughts.

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

The episode kicks off with a lively intro and a dive into Twitter's latest controversies and Jeopardy's cultural impact. The conversation shifts to the rise of home robots and Stripe's expanding market presence. AI advancements and stablecoins' role in SaaS and payment sectors are explored, alongside economic trends and Trump's influence on policies. The discussion extends to political effects on economic strategies and the golden visa debate. Financial literacy and investment strategies are highlighted, followed by an analysis of Trump's executive order concerning the US Postal Service. Bezos' views on free speech and media curation are examined before wrapping up with closing thoughts.

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

The episode begins with Valentine's Day thoughts from the Collison brothers and Chamath's fintech investment regrets. They explore stablecoins, Stripe's B2B solutions, and the credit card industry's disruption. Jamie Dimon's remote work comments ignite a debate on post-COVID corporate culture. Military spending, tech integration, and Argentina's crypto issues are discussed. The ARC Institute's sustainability efforts and genetic diversity in agriculture are highlighted. Large-scale projects, planetary defense, and Stripe's choice to stay private are examined. The episode concludes with a preview of South by Southwest appearances.

JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

Naval Ravikant shares insights on podcasting and reflects on successful investments and a new hardware venture. Jason Calacanis reminisces about past experiences. The discussion explores parenting philosophies and JD Vance's AI speech, touching on regulation and technological dominance. Immigration, political viewpoints, and AI's influence on jobs and startups are examined. The race to AGI and global competition are discussed, along with tariffs, trade policies, and supply chain reshoring. A major US AI copyright case and OpenAI's business model are analyzed. Brian Johnson's health routines are highlighted, and RFK Jr and Brooke Rolland's confirmations and Elon Musk's influence are mentioned. Naval concludes with his hardware company updates.

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

The episode begins with a discussion on healthy living and sponsor mentions. Jason shares insights into his NGO work and USAID funding challenges. Antonio Gracias joins to discuss government spending, Dogecoin, Twitter, and zero-based budgeting. The conversation shifts to political philosophy, human rights, and USAID funding scrutiny. They debate crypto regulation, AI competition with China, and Trump's policies. Legal issues for Dogecoin and Trump's tax plan are covered, along with insights into NGOs, venture capitalism, and Google's AI investments. The episode concludes with AI's job impact, GLP-1 receptor agonists, Chamath's health journey, and health advice.

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

Travis Kalanick joins the discussion to delve into the future of Cloud Kitchens and the potential of food automation. The conversation shifts to David Sacks' experiences in DC and the implications of the DeepSeek AI model. The episode explores OpenAI's valuation, competitive landscape, and the evolving AI ecosystem. The ongoing US-China tech trade war and its export controls are analyzed. The group examines DOGE initiatives and Trump's political strategies, before turning to Waymo's advancements and challenges in the autonomous vehicle industry. Economic topics include the Federal Reserve's actions, national debt concerns, and government spending. The episode concludes with reflections on a tragedy in DC and aviation safety.

Ray Dalio | The All-In Interview

Ray Dalio joins David Friedberg to discuss critical economic issues, including government debt, Bitcoin, and the risks of war. They explore the implications of rising US federal debt and the Federal Reserve's influence on interest rates and inflation. Dalio introduces his book, "How Countries Go Broke," delving into the mechanics of national debt and historical analyses. The conversation covers credit systems, debt servicing challenges, and indicators of a debt crisis. Dalio shares insights on global debt levels, wealth preservation through diversification, and strategies for economic stability. They also address AI's social implications, potential civil conflict, and the historical context of political and military challenges.

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

Thomas Laffont joins the conversation as the group dives into discussions on executive orders, industry leadership, and key takeaways from a weekend with top podcasters. They tackle government inefficiency, spending priorities, and insights from Ray Dalio's latest book. The discussion shifts to Trump's executive orders, Davos, and TikTok's valuation amidst government involvement, with a focus on US strategy and private market implications. They explore January 6th pardons, AI infrastructure, and the necessity of nuclear energy. The episode touches on Netflix's societal impact, personal meditation experiences, and the evolving crypto landscape. Sacks reflects on inauguration weekend memories and his new role before closing thoughts.

Trump's Talent, Dem Rebrand & more w/ Whip Emmer, Reps Swalwell & Khanna

In this episode, David Friedberg joins Lex Fridman before Tom Emmer discusses party politics and challenges. Topics include Social Security, cryptocurrency regulations, Trump's immigration policies, and the Democrats' border security stance. The role of the House Whip, Senate hearings, and California's resource management are explored. The Democratic Party's identity crisis, Biden's tech oligarch stance, and TikTok's impact are debated. Ro Khanna offers insights on Democratic priorities, while bipartisan views on nuclear energy and Musk's defense criticism are shared. The episode wraps up with discussions on immigration and Puerto Rico's statehood.

Ted Cruz: Trump's First Week, Texas vs. California, Immigration, DOGE, Greenland

In this episode, Jason Calacanis and the panel welcome Senator Ted Cruz for a multifaceted discussion. They explore the history of the "Come and take it" flag, compare Texas and California's entrepreneurial landscapes, and discuss immigration and Senate challenges. Cruz shares thoughts on bipartisan strategies, enhancing prosperity, and Trump's potential second term. They also delve into DOGE's challenges, ideology versus party dynamics, and Senate confirmation hearings, concluding with Trump's geopolitical strategies.

Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs

The episode begins with Chamath's Florida trip and guest Mark Pincus sharing insights from early investments and a transformative moment. They discuss skepticism towards Democrats, media trust, and political dynamics, including Mark's lunch with President Biden. The future of the Democratic Party and populism are debated. Following a Los Angeles tragedy, California's price control policies and real estate market recovery are scrutinized. The conversation touches on surge pricing, city dynamics, and innovations. They explore TikTok's potential acquisition, US-China relations, and economic shifts, including MBA hiring declines. AI's impact on management and education is examined. Mark's UFO documentary idea adds intrigue before closing remarks.

LA's Wildfire Disaster, Zuck Flips on Free Speech, Why Trump Wants Greenland

Cyan Banister joins the conversation as the group dives into the ongoing wildfire crisis in Los Angeles, examining the systemic failures and leadership issues contributing to the devastation. They discuss the challenges of insurance and rebuilding, emphasizing the need to reclaim effective governance. The discussion shifts to Mark Zuckerberg's pivot to a free speech model at Meta, replacing third-party fact-checkers with Community Notes. NVIDIA's consumer-focused announcements at CES spark interest in potential market impacts and emerging verticals. The episode takes a lighter turn with a discussion on Trump's Greenland ambitions and a conspiracy corner exploring theories about the builders of the pyramids.

2025 Predictions with bestie Gavin Baker

In this episode, Gavin Baker from Atreides Management joins the discussion as the group kicks off with a recap of their ski trip. Political predictions for 2025 are explored, along with Chamath's insights on progressivism and the influence of money in politics. The conversation shifts to business, with predictions for the biggest winners and losers in 2025, debates on stablecoin regulation, and updates on valuations and TV deals in pro sports. The episode delves into autonomous drones, industry consolidation, and the impact of AI on employment. The hosts share their most contrarian beliefs and predictions for assets, consumer decision-making, and anticipated trends. The episode concludes with speculation on federal debt, UFOs, and extraterrestrial life.

The All-In Holiday Spectacular

The episode begins with a lively discussion on specialty drinks and an introduction to the NESKY Awards. The conversation transitions to recent AI developments, highlighting NVIDIA's role in the AI revolution and updates from OpenAI. A financial review is interspersed with comedic elements, providing a light-hearted take on current economic trends. The NESKY Awards take center stage, with categories covering business and political winners and losers, humorous acknowledgments of financial missteps, and standout CEOs and investors. The awards continue with new products, startups, flops, and notable moments in media and sports. The episode wraps up with reflections on technology and global prosperity, gratitude to the team, and warm holiday wishes.

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

In this episode, Aaron Levie joins as the new fifth bestie, and allin.com is launched. The discussion covers AI regulation, the Biden administration's proposals, crypto regulation, stablecoins, and payment systems. The hosts critique the omnibus spending bill, government inefficiencies, and consider spending cuts, referencing Elon Musk. Biden's cognitive state and bill review improvements are also discussed. A conspiracy corner delves into drone sightings over New Jersey. The episode shifts to OpenAI, AI market competition, and AI commoditization's impact on software development. It concludes with insights into AI advancements, Google's AI strategy, and warm holiday wishes.