All-In with Chamath, Jason, Sacks & Friedberg

Andrew Ross Sorkin, a noted journalist and co-anchor of CNBC's Squawk Box, joins the discussion on market dynamics amidst a potential Trump rally. They analyze the implications of tariffs on America's global brand and Apple’s strategic investments in India. The conversation shifts to geopolitical tensions, including stalled negotiations in Ukraine, before diving into Alphabet's AI challenges with its Gemini project. Additionally, they explore Tesla's stock jump following Elon Musk's return and China's groundbreaking thorium discovery for energy production.

Tim Dillon, a provocative comedian and host of The Tim Dillon Show, dives into a variety of hot topics. He discusses the complex implications of Nvidia’s tech export restrictions to China and what that means for global competition. Dillon also tackles Trump’s looming threats over Harvard’s funding and the impact of diversity initiatives in Hollywood. With his trademark humor, he critiques identity politics while pondering the intersection of comedy and serious social commentary. This spirited conversation blends wit with insightful analysis.

Larry Summers, an esteemed economist and former Treasury Secretary, along with Ezra Klein, influential writer and Vox co-founder, dive into the complex world of U.S.-China trade relations. They debate the ramifications of Trump's tariffs and question the impact of China’s WTO entry on American jobs. The conversation shifts to the need for re-industrialization and evaluates the U.S. manufacturing landscape post-COVID. They also tackle the challenges of evolving political dynamics and the future direction of trade policies in a rapidly changing global economy.

(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a Dem strategy to expand their voter base? (39:55) Tariffs: Liberation Day chaos, reactions, strategy (55:26) Impact, consequences, and risks for the Trump Administration (1:13:50) How the US can thrive in a high-tariff world (1:31:33) Future US political landscape if the tariff strategy fails (1:42:27) Chamath recaps his best-performing asset of 2025 + wrap Follow Antonio: https://x.com/AntonioGracias Follow Ben: https://x.com/benshapiro Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://x.com/AntonioGracias/status/1906877800511893670 https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860 https://x.com/Geiger_Capital/status/1907553323387072774 https://x.com/enriqueabeyta/status/1907796286763409439 https://x.com/Geiger_Capital/status/1907622848149037509 https://x.com/litcapital/status/1907813630227173534 https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0 https://www.hoover.org/publications/goodfellows https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486

Join Chris Williamson, a lively podcast host, Bryan Johnson, a pioneering entrepreneur in brain-computer interfaces, and Samir, co-host of the acclaimed Colin and Samir show. They dive into the evolution of content creation, discussing the balance between short-form and long-form media. The guests share monetization strategies for creators and the importance of personal connections in the creator economy. Bryan opens up about his unique ketamine experience and addresses alarming issues in the US food industry, blending insights with engaging anecdotes throughout.

Dive into the competitive world of AI as the U.S. faces off against China in a tech rivalry. Discover the implications of CoreWeave's impending IPO and what it means for NVIDIA's foothold in the market. The conversation also takes a serious turn with discussions on tariffs and the politicized landscape of immigration policies, particularly around deportations under the previous administration. Plus, get a light-hearted touch with playful anecdotes, making complex topics surprisingly engaging.

Cyan Banister, a venture capitalist and founder of Long Journey Ventures, dives into the intricacies of tech acquisitions, highlighting Google's impressive $32B deal for Wiz. She discusses the implications of this acquisition on venture capital and emerging market trends. The conversation also touches on the tension between the Treasury and the Fed regarding monetary policy, as well as the latest advancements in space exploration and the competitive landscape with companies like SpaceX. Cyan's unique insights into unconventional investments add a contrarian flair to the discussion.

Howard Lutnick, former Commerce Secretary under Trump, shares insights from his 30+ year relationship with the president. He details his experience running the transition team and discusses balancing the budget and enhancing GDP. Lutnick dives into tariff strategies and the evolution of global trade. He advocates for building better government software and innovative tools like a sovereign wealth fund. Personal anecdotes highlight his family's reaction to his political role, providing a glimpse into the challenges and rewards of his journey.

Scott Bessent, the 79th Secretary of the Treasury and a macro investing expert, dives into fascinating topics like the 1992 trade that shook the Bank of England and its relevance to today's economy. He discusses the Trump Administration's economic strategies, including deregulation and debt refinancing. Bessent also explores the potential of a sovereign wealth fund to tackle housing shortages and improve financial security for Americans. With personal anecdotes and sharp insights, he sheds light on the complex interplay of economics and politics.

Comedian Andrew Schulz, known for his Netflix special "Life" and viral YouTube content, dives into the complexities of the American Dream. He humorously shares about his experiences with fertility challenges while weaving in insights on housing market reform and social security. Schulz critiques political pandering, discusses his rise in comedy by embracing online platforms, and reflects on contemporary culture's obsession with conspiracy theories. The conversation blends humor with deep societal issues, revealing the disconnect between corporate success and individual opportunity.