Episodes

  • The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

    The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
    Feb 21 2025
    (0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model (1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up (1:30:22) Science Corner: Asteroid update (1:35:42) Why Stripe hasn't gone public yet, despite great metrics Register for All-In at SXSW: https://allin.com/events Follow John: https://x.com/collision Follow Patrick: https://x.com/patrickc 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://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html https://x.com/Zigmanfreud/status/1890202488596492620 https://www.coworker.org/petitions/professional-dignity https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883 https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html https://arcinstitute.org https://blogs.nvidia.com/blog/evo-2-biomolecular-ai https://artificialanalysis.ai/models/grok-3 https://x.com/GavinSBaker/status/1891721991444447343 https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266 https://x.com/AsteroidWatch/status/1892338055354159256 https://x.com/AsteroidWatch/status/1892631907646447746
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    1 hr and 46 mins
  • JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant

    JD Vance's AI Speech, Techno-Optimists vs Doomers, Tariffs, AI Court Cases with Naval Ravikant
    Feb 15 2025

    (0:00) The Besties intro Naval Ravikant!

    (9:07) Naval reflects on his thoughtful tweets and reputation

    (14:17) Unique views on parenting

    (23:20) Sacks joins to talk AI: JD Vance's speech in Paris, Techno-Optimists vs Doomers

    (1:11:06) Tariffs and the US economic experiment

    (1:21:15) Thomson Reuters wins first major AI copyright decision on behalf of rights holders

    (1:35:35) Chamath's dinner with Bryan Johnson, sleep hacks

    (1:45:09) Tulsi Gabbard, RFK Jr. confirmed

    Follow Naval:

    https://x.com/naval

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

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    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/naval/status/1002103360646823936

    https://x.com/CollinRugg/status/1889349078657716680

    https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence

    https://www.cnn.com/2021/06/09/politics/kamala-harris-foreign-trip/index.html

    https://www.cnbc.com/2025/02/11/anduril-to-take-over-microsofts-22-billion-us-army-headset-program.html

    https://x.com/JDVance/status/1889640434793910659

    https://www.youtube.com/watch?v=QCNYhuISzxg

    https://www.wired.com/story/thomson-reuters-ai-copyright-lawsuit

    https://admin.bakerlaw.com/wp-content/uploads/2023/11/ECF-1-Complaint.pdf

    https://www.youtube.com/watch?v=7xTGNNLPyMI

    https://polymarket.com/event/which-trump-picks-will-be-confirmed?tid=1739471077488
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    1 hr and 50 mins
  • DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

    DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s
    Feb 7 2025
    (0:00) The Besties intro Antonio Gracias! (3:11) DOGE takes on USAID (31:44) Sacks breaks in to talk USAID (34:00) Sacks explains what he's working on: Crypto/AI Frameworks (46:41) The Democratic Party's shrinking base (52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News (1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI (1:23:21) Science Corner: GLP-1 macro study Follow Antonio: https://x.com/AntonioGracias 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://en.wikipedia.org/wiki/United_States_Agency_for_International_Development https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920 https://www.usa.gov/agencies/u-s-agency-for-international-development https://www.usaspending.gov/agency/agency-for-international-development?fy=2024 https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c https://www.usaspending.gov https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024 https://www.bbc.co.uk/mediaaction/about/funding https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid https://x.com/susancrabtree/status/1884034727046226317 https://x.com/elonmusk/status/1886627783138316442 https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357 https://x.com/Jason/status/1885082871074886110 https://x.com/anc_aesthetics/status/1886176995433763188 https://x.com/wikileaks/status/1887501752213409919 https://x.com/pm_viktororban/status/1887224829352280505 https://x.com/daily_romania/status/1887883017550430435 https://x.com/kanekoathegreat/status/1887261736618893636 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://x.com/davidsacks47/status/1886878016183394403 https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817 https://en.wikipedia.org/wiki/United_States_DOGE_Service https://x.com/libsoftiktok/status/1887585824218509380 https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf https://x.com/SawyerMerritt/status/1886899315735507255 https://www.nature.com/articles/s41591-024-03412-w
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    1 hr and 37 mins
  • DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

    DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks
    Jan 31 2025
    (0:00) The Besties intro Travis Kalanick! (2:11) Travis breaks down the future of food and the state of CloudKitchens (13:34) Sacks breaks in! (15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry (50:14) US vs China in AI, the Singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor (1:10:37) DOGE's first 10 days (1:25:13) Future of Self Driving: Uber, Waymo, Tesla (1:38:04) Fed holds rates steady, how DOGE can impact rate cuts (1:44:17) Fatal DC plane crash Follow Travis: https://x.com/travisk 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://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html https://x.com/shrihacker/status/1884414667503853749 https://x.com/balajis/status/1884975064283812270 https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024 earnings-call-transcri https://x.com/mrexits/status/1885017400308806121 https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5 https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3 https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt https://x.com/rauchg/status/1875627666113740892 https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6 https://x.com/satyanadella/status/1883753899255046301 https://en.m.wikipedia.org/wiki/Jevons_paradox https://x.com/pitdesi/status/1883192498274873513 https://x.com/rihardjarc/status/1884263865703358726 https://x.com/austen/status/1884444298130674000 https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html https://x.com/america/status/1884372526144598056 https://x.com/DOGE/status/1884396041786524032 https://fred.stlouisfed.org/series/FYFSD https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency https://x.com/Jason/status/1884671945800573018 https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633 https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html https://x.com/chamath/status/1885068981905875241
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    1 hr and 49 mins
  • Ray Dalio | The All-In Interview

    Ray Dalio | The All-In Interview
    Jan 28 2025

    (0:00) Ray Dalio joins Friedberg!

    (0:50) The current US fiscal situation

    (6:23) Breaking down "The Big Debt Cycle," a potential US debt spiral, and the impact on real wealth

    (24:54) USD vs other currencies and assets, best hedges against the dollar

    (33:20) Portfolio construction, how China increases risk for US AI companies, why this market reminds Ray of 1998-1999

    (41:45) How the US can avoid a debt crisis

    (53:29) DOGE, Trump, and AI's greatest risk

    (1:05:31) Chances of conflict between the US and China

    Follow the Besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Ray Dalio:

    https://x.com/RayDalio

    Read Part 1 of "How Countries Go Broke":

    https://x.com/RayDalio/status/1878840018770210979

    Pre-order "How Countries Go Broke":

    https://www.amazon.com/Principles-Investment-Economic-Ray-Dalio/dp/1501124064

    Follow on X:

    https://x.com/theallinpod

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    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://tradingeconomics.com/united-states/government-debt-to-gdp

    https://www.crfb.org/press-releases/treasury-confirms-calendar-year-2024-deficit-tops-20-trillion

    https://www.cbo.gov/publication/61172

    https://www.institutionalinvestor.com/article/2bstne1l09npgdk1s5yww/corner-office/ray-dalio-makes-his-exit-from-bridgewater

    https://fred.stlouisfed.org/series/M2SL

    https://www.jpmorgan.com/insights/outlook/economic-outlook/fed-meeting-september-2024

    https://www.forbes.com/sites/robertfarrington/2024/11/08/fed-cut-interest-rates-so-why-do-mortgage-rates-keep-climbing

    https://www.chathamfinancial.com/insights/fomc-recap-december-2024

    https://www.cnbc.com/2025/01/14/a-global-bond-sell-off-is-deepening-as-hopes-for-multiple-fed-rate-cuts-fizzle.html
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    1 hr and 16 mins
  • Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

    Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!
    Jan 25 2025
    (0:00) The Besties intro Thomas Laffont! (6:22) Behind the scenes: Inauguration Weekend recap! (15:58) Biggest takeaways from DC during the Inauguration (31:38) Trump Executive Action breakdown (33:39) TikTok's grace period extended, valuing the business, US new equity strategy? (57:01) Jan 6th pardons, birthright citizenship (1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI (1:23:41) How electricity production capacity plays into the global AI race (1:36:20) Netflix's stock rise correlates with some alarming societal trends (1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Thomas Laffont: https://www.linkedin.com/in/thomas-laffont-02430914 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/dontcallmeraylo/status/1882444994264629402 https://x.com/craigkellyXXX/status/1882170281722339700 https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993 https://www.whitehouse.gov/presidential-actions https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html https://constitution.congress.gov/constitution/amendment-14 https://avalon.law.yale.edu/18th_century/fed74.asp https://x.com/OpenAI/status/1881830103858172059 https://x.com/sama/status/1882106524090482701 https://x.com/GavinSBaker/status/1882081746877063677 https://x.com/elonmusk/status/1881923570458304780 https://x.com/elonmusk/status/1882303826214162580 https://x.com/satyanadella/status/1882340818289307954 https://x.com/GregKamradt/status/1881762305152872654 https://x.com/chamath/status/1881773205498876255 https://x.com/documentingbtc/status/1882530869010989287 https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence https://www.whitehouse.gov/presidential-actions/2025/01/presidents-council-of-advisors-on-science-and-technology https://www.goodreads.com/quotes/489251-in-this-age-in-this-country-public-sentiment-is-everything https://x.com/SpeakerJohnson/status/1882083118032846868
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    2 hrs and 6 mins
  • Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna

    Inauguration Interviews: Trump's Talent, Democratic Rebrand & more with House Whip Emmer, Reps Swalwell & Khanna
    Jan 20 2025

    (0:00) House Whip Tom Emmer on Trump's political talent, the Biden conspiracy, taking back the Democratic party, immigration, the role of Whip

    (33:53) California Rep. Eric Swalwell on where Democrats went wrong, how to rebrand the party, TikTok ban, and more

    (1:08:01) California Rep. Ro Khanna on reforming the Democratic party, Bob Iger as LA Mayor, CA Leadership, TikTok ban

    Follow the Besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Whip Emmer:

    https://x.com/GOPMajorityWhip

    Follow Rep. Swalwell:

    https://x.com/ericswalwell

    Follow Rep. Khanna:

    https://x.com/RoKhanna

    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
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    1 hr and 45 mins
  • Senator Ted Cruz | The All-In Inauguration Series

    Senator Ted Cruz | The All-In Inauguration Series
    Jan 19 2025

    (0:00) Besties intro Senator Ted Cruz; history of the "Come and take it" flag

    (2:21) Texas vs. California: how to approach building and entrepreneurship

    (10:25) Thoughts on immigration, serving in the Senate, over-politicization

    (16:55) How to create a bipartisan consensus on immigration, increasing prosperity through opportunity

    (23:54) How Sen. Cruz would approach Trump's first two weeks of his second term

    (29:02) DOGE's two major challenges, unlimited Congressional terms, ideology over party, the great political flip

    (35:22) Trump's strategy on Greenland/Denmark, Panama Canal, and Canada

    (42:45) Thoughts on Senate confirmation hearings

    Follow the Besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow Senator Cruz:

    https://x.com/tedcruz

    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
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    48 mins