All-In with Chamath, Jason, Sacks & Friedberg

Donald Trump, the 45th President of the United States, dives into America's AI agenda and the significance of reasserting leadership in technology. He discusses the importance of recent trade agreements and critiques past policies that hindered AI exports. Trump emphasizes the need for a cohesive federal regulatory approach to foster innovation and economic growth. He also outlines executive orders designed to expedite AI infrastructure development and promote ideologically neutral AI models, underscoring a commitment to accurate and unbiased technology.

Scott Bessent, former Treasury Secretary, shares insights on reducing the budget deficit while stimulating economic growth. Howard Lutnick, former Commerce Secretary, emphasizes the importance of market access for American businesses. Chris Wright and Doug Burgum, both former Energy Secretaries, discuss tackling energy production challenges essential for AI growth. They navigate the complex U.S.-China relations and highlight Japan's $550 billion investment in American infrastructure, stressing the need for balanced energy strategies and regulatory reforms.

In this discussion, James Litinsky, CEO of MP Materials and rare earth supply leader, shares insights on the crucial role of these materials in tech. Lisa Su, AMD's CEO, dives deep into the semiconductor industry's evolution and the significance of government partnerships. Chase Lochmiller from Crusoe explains how AI factories can transform energy consumption. Meanwhile, Jensen Huang, founder of NVIDIA, sheds light on groundbreaking AI chips and the future of AI technology, highlighting both the potential rewards and challenges in this fast-evolving landscape.

JD Vance, the Vice President of the United States and author of 'Hillbilly Elegy,' dives into pressing topics like immigration and the delicate balance between technology and trade with China. He shares insights on how AI is reshaping jobs and the urgent need for educational reform. Vance advocates for public-private partnerships in AI, reflecting on historical successes while stressing the importance of national security. He also lightens the mood with a funny lunch anecdote from the White House, blending seriousness with humor.

Michael Kratsios, former Director of the OSTP, discusses AI policy and America's tech leadership. Chris Power emphasizes AI-driven factories to revive U.S. manufacturing. Shyam Sankar argues AI creates jobs rather than eliminating them. Jake Loosararian explains robotics' role in physical tasks, while Kelly Loeffler focuses on empowering small businesses through innovative funding. Paul Buchheit highlights democratizing access to AI tools, fostering diverse startup innovation. Together, they explore how AI can transform energy, healthcare, and the job market.

Gavin Baker, an astute investor at Atreides Management, joins U.S. Senator Bill Hagerty, the principal author of the GENIUS Act. They delve into the complex relationship between tariffs and market dynamics, particularly as it relates to AI investments. The conversation shifts to the transformative potential of artificial general intelligence and superintelligence on the economy. They also explore the recent passing of the GENIUS Act and its implications for cryptocurrency regulation, emphasizing the critical need for modernized financial systems.

Joining the discussion are Keith Rabois, a powerhouse in tech investing with roots at PayPal and Yelp, and Travis Kalanick, the visionary behind Uber now venturing into real estate and robotics. They explore the evolution of AI with Grok 4 and its competition with ChatGPT. The conversation shifts to the rise of AI-native browsers threatening Chrome's dominance. Kalanick also shares insights on launching a third political party while the Supreme Court supports executive power, merging tech developments with political discourse.

The conversation kicks off with insights about the 'Big Beautiful Bill' and the challenges of AI regulation. Energy policies face scrutiny as clean energy subsidies are phased out while the U.S. dollar’s decline creates economic uncertainty. Harvard's financial troubles take center stage amid allegations of mismanagement. Exciting news on Figma's IPO and Grammarly's acquisition of Superhuman signal shifts in the tech landscape. The hosts emphasize innovative hiring practices that prioritize skills over degrees, fostering a new era in education and employment.

The hosts celebrate the launch of All In Tequila while diving into the recently concluded 12-day U.S.-led ceasefire in the Middle East. They discuss the surprising political upset in NYC with Zohran Mamdani's victory and explore the implications of energy independence. In Science Corner, exciting advancements in stem cell research and age reversal come to light. The market's all-time highs spark debate over economic conditions, and the complexities of AI copyright law provide insights into the future of technology.

Thomas Laffont, a Coatue investor and host of East Meets West, joins David Sacks, a prominent entrepreneur and political commentator, for a lively discussion. They dive into the resurgence of IPOs and SPACs, exploring what 2025 might hold. The duo debates AI front-runners in the Mag 7 and questions Apple's innovation strategy, suggesting it needs a serious overhaul. Additionally, they discuss the passing of the GENIUS Act, highlighting its implications for the evolving crypto landscape and regulatory clarity.