logo
episode-header-image
May 24
1h 33m

Bond crisis looming? GOP abandons DOGE, ...

All-In Podcast, LLC
About this episode

(0:00) Today's topics and bestie intros!

(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House

(38:15) Google's big week: AI in search, roadmap to diversifying revenue

(46:49) OpenAI acquires Jony Ive's design startup for $6.5B

(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals

(1:15:25) Science Corner: CRISPR breakthrough!

(1:23:02) How increased energy production could solve America's fiscal problems

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.barrons.com/articles/20-year-treasury-bond-auction-bba9d889

https://www.cnbc.com/quotes/US10Y

https://x.com/KobeissiLetter/status/1925253934794342405

https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D

https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/

https://x.com/JessicaBRiedl/status/1925257429408756087

https://www.google.com/finance/quote/BTC-USD

https://www.google.com/finance/quote/GCW00:COMEX

https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493

https://x.com/chamath/status/1925568992959492156

https://x.com/chamath/status/1925590496103342114

https://www.google.com/finance/quote/GOOG:NASDAQ

https://blog.google/products/google-one/google-ai-ultra

https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005

https://x.com/BenGeskin/status/1925579528933372198

https://x.com/DavidSacks/status/1924817118370951238

https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure

Up next
Jul 4
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:5 ... Show More
1h 25m
Jun 28
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Dem ... Show More
1h 47m
Jun 21
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stoc ... Show More
1h 52m
Recommended Episodes
Apr 12
📆 L'HEBDO 12/04 - Meta obligé de lâcher Instagram et WhatsApp ?
Cette semaine, on évoque le possible procès de Meta pour abus de position dominante, Apple qui tente de limiter la hausse des prix des ses produits, le plan européen pour l'IA, les annonces Google en IA agentique, une course de robots humanoïdes en Chine et la transformation numé ... Show More
53m 46s
Nov 2024
TWiST News: Reddit Earnings, Apple Intelligence, and more AI money | E2041
This Week in Startups is brought to you by… Runway. Looking to up-level your financial planning Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. Sign up at https://www.runway.com/twist to get your first 3 months free. Linke ... Show More
1h 30m
Jul 2024
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Silicon Valley’s Political 180, META’s Open AI disruption, the importance of a COVID Postmortem and Dr. Jay Bhattacharya, Wiz IPO, FSD 12.5, Cr ... Show More
1h 17m
Apr 2024
Tech Partying Like Its 2021 with Rick Heitzmann + A Better Way To Carpool with Joanna McFarland CEO of HopSkipDrive | Okay, Computer.
On this episode of “Okay, Computer,” Dan Nathan and Rick Heitzmann of FirstMark Capital give an update on the IPO market, and what to expect from some of the most valuable unicorns in 2024. Topics they hit include; the Reddit IPO (4:00), IPO outlook for 2024 (10:30), investing in ... Show More
1h 1m
Jul 2024
Google weighs $23B for Wiz, startups in a second Trump admin, and Sequoia's Stripe sale | E1980
Todays show: Alex Wilhelm joins Jason to discuss the role of social media and rhetoric in spreading conspiracy theories in the wake of the attempt on Trump (5:43), Silicon Valley's political landscape and views on Biden and Trump’s policies (20:14), Sequoia's strategy wit ... Show More
1h 8m
Apr 26
📆 L'HEBDO 26/04 - La tech américaine toujours en ébullition, sur fond de tension avec l'Europe
Cette semaine, plongée au cœur de l'innovation américaine, en direct du Texas et de New York, pour une radiographie de la tech et de l'entreprenariat numérique dans un contexte toujours incertain entre l'Europe et les Etats-Unis.Découvrez Frogans, l'innovation française qui veut ... Show More
54m 27s
Jun 20
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, they welcome Coatue’s Thomas and Philippe Laffont to discuss the AI Super cycle, Stablecoin and crypto, consumer AI, NVIDIA GPU’s, Macroeconomics, publc ma ... Show More
1h 1m
Jul 2
NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker
In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly become hig ... Show More
52m 58s
Feb 2025
Money Expert: The GREATEST Wealth Transfer Just Started (Don’t Miss Out!) | Chris Camillo
Ramp: Now get $250 when you join Ramp at https://ramp.com/ich Oracle: Cut your cloud bill in half—switch to OCI today https://oracle.com/iced Gusto: Try 3 months free at https://gusto.com/iced Raycon: Get Up To 20% Off At https://buyraycon.com/iced/ Subscribe to @DumbMoneyLive He ... Show More
2h 27m
May 2024
OpenAI Search, Apple’s $100B Stock Buyback, US Civil Unrest (Reacts) w/ Emil Michael
Is your startup prepared for the next US election? Learn about the forces driving today’s tech giants and tomorrow’s political landscape. In this week's Reacts episode, insiders Chris Saad, Yaniv Bernstein, and Emil Michael former Chief Business Officer of Uber, cover: Buyback Ba ... Show More
41m 30s