All-In with Chamath, Jason, Sacks & Friedberg

Philippe Laffont, founder of Coatue Management, dives into the shifting landscape of technology investments. He discusses the Federal Reserve's rate strategy amidst tariff uncertainties and the implications for the tech sector. The conversation turns to Google's struggles with search queries and the rise of AI competitors, emphasizing the need for innovation. Laffont also addresses the evolving dynamics of venture capital, questioning whether traditional models are becoming obsolete while exploring new fund structures that could redefine successful investing.

Doug Burgum, the Secretary of the Interior and former governor of North Dakota, dives into America's energy landscape and its transformation towards independence. He discusses innovative ideas like the National Balance Sheet for reducing national debt and the critical need for balancing energy production with environmental stewardship. Burgum also emphasizes the importance of reassessing America's risk tolerance, especially in relation to energy security and technology, shedding light on the challenges and opportunities within the infrastructure of American energy.

Brooke Rollins, the 33rd Secretary of Agriculture and former domestic policy advisor in the Trump administration, dives into her transformative role at the USDA. She discusses SNAP's substantial budget impact and its connection to public health issues like obesity. Balancing a free-market background with government intervention poses unique challenges. Rollins shares insights on the future of U.S. farming, labor costs, and the importance of innovation in agriculture, all while navigating the complex farm bill negotiations to support farmers effectively.

Ryan Petersen, CEO of Flexport, a leader in global trade and logistics, joins Aaron Levie, co-founder and CEO of Box, a trailblazer in cloud computing. They delve into Trump’s first 100 days in office, reflecting on its political and economic impacts. The conversation shifts to the challenges businesses face from tariffs and the complexities of navigating trade. Exciting discussions about the future of AI agents reveal their potential to revolutionize logistics and enterprise operations, opening new opportunities in technology.

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.