All-In with Chamath, Jason, Sacks & Friedberg

Jan Sramek, founder and CEO of California Forever, aims to build a self-funded, sustainable city in Solano County, transforming it into America’s next great city. He discusses the project's ambitious scope, including 70,000 acres for advanced manufacturing and shipbuilding. Sramek shares his journey from the Czech Republic to California, and why he believes fixing the state is essential for national progress. He highlights the significance of creating a walkable city to support a new workforce and ensure national security through diversified shipbuilding.

The hosts dive into whether the National Guard should be deployed in San Francisco due to rising crime and homelessness. They analyze new Chinese export controls on rare earths and discuss America's potential response, including price floors. Conversations touch on the importance of a Trump-Xi summit for trade stability and how China's mercantilist strategies affect global markets. Finally, they address AI's PR crisis and its impact on jobs, emphasizing the need for better communication around technological shifts.

Andrew Ross Sorkin, a Pulitzer-prize-winning journalist and CNBC anchor, dives into the harrowing details of the 1929 stock market crash and its striking parallels to today. He discusses the reckless consumer credit and margin lending that led to the crash, as well as the media's role in inflating bubbles. Sorkin also examines the potential of AI to disrupt employment and the rising anti-capitalist sentiments reminiscent of the post-1929 New Deal era. Is America heading for another crash? His insights are both historical and alarmingly relevant.

Orlando Bravo, founder of Thoma Bravo, shares his inspiring journey from Puerto Rico to leading a top private equity firm. He discusses the unique strategies behind his firm's success, including their focus on software and technology. Bravo addresses misconceptions about private equity and highlights the transformative role it plays in businesses. He dives into deal-making tactics, the importance of mentorship, and the careful assessment of leadership post-acquisition. Additionally, he reflects on Puerto Rico's identity and the allure of remaining private over going public.

Bryan Johnson, a serial entrepreneur focused on longevity and reversing biological aging, discusses groundbreaking insights into health. He showcases a balance test that links performance to biological age and reveals the importance of knowing the age of individual organs. Johnson emphasizes the critical role of sleep, pointing to resting heart rate as a vital biomarker. He offers practical steps to enhance sleep quality, arguing it's key to improved mood and productivity. His compelling message encourages listeners to prioritize wellbeing and sleep hygiene.

Cathie Wood, Founder and CEO of ARK Invest, dives into revolutionary ideas in this intriguing conversation. She discusses how AI could double GDP, driving growth while reducing inflation. Wood also shares her bullish outlook on Bitcoin, projecting prices between $1.5M and $3.8M, and advises retail investors on smart buying strategies. She emphasizes opening access to private market innovations and critiques traditional accreditation methods. Finally, Wood weighs in on Elon Musk's pay package, linking it to Tesla's performance and innovative potential.

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.

Roelof Botha, a Partner at Sequoia Capital and early investor in YouTube and Stripe, discusses the broken state of venture capital, citing too much capital chasing too few great companies. He shares insights on Sequoia's successful Scout program, emphasizes the importance of empathy in investing, and explains why they focus on core funds and strategic LP alignment. Roelof also highlights the traits of great founders, the necessity of ongoing relationships post-IPO, and Sequoia's cautious approach to biotech investments.

Neal Mohan, YouTube's CEO and a former online advertising leader, dives into the intricacies of creator monetization, highlighting a staggering $70 billion paid out to creators since the platform's inception. He discusses the challenges of global censorship, navigating different laws while keeping YouTube safe and engaging. The conversation also explores the impact of generative AI on content, including labeling and likeness considerations, revealing how YouTube is balancing innovation with creator rights.

Joe Tsai, chairman of Alibaba and owner of the Brooklyn Nets, dives deep into the US-China rivalry, emphasizing the need for balanced competition rather than conflict. He discusses Caitlin Clark's significant impact on the WNBA, boosting viewership and sponsorship. Tsai shares insights on AI's transformative role in large businesses, its effects on workforce dynamics, and the rapid adoption in China. He also reflects on Alibaba’s strategic focus and offers a fresh perspective on how the US can learn from China's educational priorities.