Fed Hesitates on Tariffs, The New Mag 7, Death of VC, Google's Value in a Post-Search World
E227 • May 9, 2025 • 96 minsThe 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!
May 6, 2025 • 52 minsIn 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!
Bonus • May 4, 2025 • 50 minsIn 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
E226 • May 3, 2025 • 95 minsIn 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
E225 • Apr 26, 2025 • 90 minsIn 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
E224 • Apr 19, 2025 • 99 minsIn 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
E223 • Apr 11, 2025 • 122 minsIn 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
E222 • Apr 4, 2025 • 114 minsAntonio 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.
All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
Apr 3, 2025 • 110 minsDive into the creator economy's impact on society and business in this episode. Featuring Andrew Schultz, the discussion covers investing in friendships and handling tough conversations. Guests Colin Rosenblum, Samir Chaudry, and Chris Williamson explore media evolution, YouTube's influence, and content strategies. Topics include podcast dynamics, streaming trends, AI in content creation, reality TV, podcasting, and educational content. Learn about podcast monetization, ad ethics, content scaling, and the studio vs. independent creator model. Discover Spotify's video approach, psychedelics in therapy, Bryan Johnson's health practices, and insights into consumer-packaged goods, events, self-education, food safety, and an AMA with Bryan Johnson.
The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
E221 • Mar 29, 2025 • 88 minsGavin 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
E220 • Mar 22, 2025 • 91 minsCyan 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!
Bonus • Mar 21, 2025 • 105 minsChamath 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!
Bonus • Mar 19, 2025 • 73 minsChamath 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
E219 • Mar 15, 2025 • 99 minsComedian 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
E218 • Mar 8, 2025 • 127 minsThe 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
E217 • Mar 1, 2025 • 75 minsThe 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
E216 • Feb 22, 2025 • 106 minsThe 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
E215 • Feb 15, 2025 • 110 minsNaval 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
E214 • Feb 7, 2025 • 97 minsThe 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
E213 • Jan 31, 2025 • 109 minsTravis 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.