All-In with Chamath, Jason, Sacks & Friedberg Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
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Oct 10, 2025 
Brad Gerstner, founder and CEO of an investment firm, joins the conversation to dive into a range of hot topics. He discusses Trump's recent Gaza peace deal, highlighting the diplomatic pressure that led to this breakthrough. The talk shifts to the deployment of the National Guard in Chicago and its implications. Brad then analyzes OpenAI's strategic deal with AMD and explores concerns around the AI market's stability. Finally, he shares insights on the recent gold rally, tying it to geopolitical factors and investor behavior.
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Brad Returns With A Haircut
- Brad Gerstner returned to the pod and joked about getting a haircut for the occasion.
- He referenced past discussions about Chamath and David’s roles in crypto and market events.
Trump’s Hands-On Mediation
- The reported Gaza ceasefire deal is a rare breakthrough driven by intense U.S. pressure on both sides.
- David O. Sacks highlights Trump’s willingness to coerce Israel and Hamas as central to the outcome.
Peace Enables Economic Transition
- Stability in the Middle East unlocks economic focus on monetizing oil and diversifying economies.
- Chamath argues peace accelerates investment in renewables, private equity, tourism, and tech.