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Jun 21
1h 52m

IPOs and SPACs are Back, Mag 7 Showdown,...

All-In Podcast, LLC
About this episode

(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 stock divergences, and more

(42:41) Why Apple is fumbling AI and how they can fix it?

(57:02) IPOs and M&A heating up in 2025

(1:16:18) State of liquidity: SPACs, Direct Listings, and more

(1:25:40) Amazon's "kingmaker" position, job displacement

(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate

(1:52:13) Animal trailer

Follow Thomas Laffont:

https://x.com/thomas_coatue

Animal Trailer:

https://www.youtube.com/watch?v=8NNW5r63oXU

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

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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://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers

https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html

https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html

https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution

https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18

https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5

https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05

https://x.com/JoannaStern/status/1933564098291048764

https://www.youtube.com/watch?v=wCEkK1YzqBo

https://x.com/chamath/status/1932157508698919320

https://www.renaissancecapital.com/IPO-Center/Stats/Pricings

https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai

https://x.com/chamath/status/1935369326321877153

https://x.com/chamath/status/1935740807925100853

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

https://www.google.com/finance/quote/SPOT:NYSE

https://x.com/ylecun/status/1935108028891861393

https://x.com/ben_j_todd/status/1934284189928501482

https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0

https://companiesmarketcap.com/microsoft/revenue

https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0

https://www.youtube.com/watch?v=8NNW5r63oXU

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