All-In Podcast
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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.
Key Points
- NVIDIA's strategic investments in neoclouds like CoreWeave are diversifying their customer base and reducing dependency on major hyperscalers, despite raising concerns about accounts receivable.
- The Trump administration's use of personal devices and Signal for sensitive communications, leading to the accidental inclusion of a journalist, highlights significant security protocol gaps and the need for better regulation and ownership of mistakes.
- The deportation of alleged gang members to El Salvador's notorious prison without due process raises serious human rights concerns and could undermine the administration's broader goals by alienating voters who value justice and fairness.
Chapters
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Transcript
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