Podcasts about chamath

All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the “hands problem” (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia” (31:29) Evolving alongside AI, implosion of the West, the religion vacuum (37:36) Understanding the universe, going to the Moon, what happens on Mars? Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Elon: https://x.com/elonmusk 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

(0:00) Introducing Secretary Wright (1:09) Nuclear, China's approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath's energy framework (21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Secretary Wright: https://x.com/SecretaryWright 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

Welcome back to Fintech Takes. I'm Alex Johnson, joined (as always) by my partner-in-recapping, Jason Mikula.  First up, the open banking saga continues with a new 13-paged ANPR (Advance Notice of Proposed Rulemaking) that reopens every fight. From whether “representatives” can access your data, if banks can charge cost-recovery fees, how liability hides under “security,” what counts as privacy vs. secondary use, and whether deadlines can be punted at all. With Chevron overturned and Corner Post wiping out time limits, every rule is now a lawsuit waiting to happen (even Visa has suddenly decided U.S. open banking isn't worth the headache). From there we head to our old friend BaaS Island, where Synapse's implosion has left customers stranded. The CFPB's novel UDAP claim and a symbolic $1 penalty may unlock redress, but only after years (while distressed-debt investors eye Evolve and Mercury).  And then it's on to Congress's GENIUS Act, which hands stablecoins their first federal framework but also plenty of landmines. We discuss winners and losers, why Section 16(d) supercharges state preemption, and how Wyoming's state “token” exploits the gap. Plus, in our Can't Let It Go corner, it's  finance-as-casino: Chamath's new American Exceptionalism Acquisition Corp SPAC, Robinhood suing Nevada and New Jersey to push prediction markets, and a Polymarket bettor who called Taylor's engagement early and banked about $3,500 (the kind of thing that'd be called insider trading anywhere else!). Sign up for Alex's Fintech Takes newsletter for the latest insightful analysis on fintech trends, along with a heaping pile of pop culture references and copious footnotes. Every Monday and Thursday: https://workweek.com/brand/fintech-takes/  And for more exclusive insider content, don't forget to check out my YouTube page. Follow Jason: Newsletter: https://fintechbusinessweekly.substack.com/ LinkedIn: https://www.linkedin.com/in/jasonmikula/   Follow Alex:  YouTube: https://www.youtube.com/channel/UCJgfH47QEwbQmkQlz1V9rQA/videos LinkedIn: https://www.linkedin.com/in/alexhjohnsonTwitter: https://www.twitter.com/AlexH_Johnson

In this week's episode of the Rich Habits Radar, Robert Croak and Austin Hankwitz talk about Pop Mart's profits soaring +400% thanks to Labubu dolls, corporate bankruptcies hitting a 5-year high, and Chamath's new $250M SPAC focused on "American Exceptionalism." ---✅ Ready to start investing? Open a brokerage account on Public.com/richhabits and get a FREE 1% match on all IRA deposits, transfers, and rollovers!---‼️ Have feedback to share? Please let us a comment on Spotify! We're excited to mold these new weekly episodes to be exactly what our listeners want. ---

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(01:05) Intel Nationalization and Government Involvement(10:01) Zoom Earnings Review and Market Position(15:37) Super Investors: 13F Season Insights(27:52) Warren Buffett's Investment in United Health(34:58) Buffett's Influence and Retirement(41:00) Chamath's SPAC Ventures(45:57) AI Innovations and Market Reactions(53:56) Growth Stocks Turning Profitable(01:02:40) Retail Roundup: Trends and Insights*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Is the AI bubble popping—or just catching its breath? Eric Newcomer and Tom Dotan spar over Nvidia jitters, Sam Altman's “bubble” dinner, the MIT “95% fail” headline, app-vs-model margins (Cursor, Claude Code), and Chamath's SPAC-as-casino shtick. Then Eric sits down with Vercel founder/CEO Guillermo Rauch for a fast, idea-dense jam: assistants → agents → multi-agent teams, why GPT-5's real story is coding, “vibe coding” and code-last workflows, who gets paid in the era of AI factory-builders, whether to study CS, why taste beats code, and Guillermo's six-month prediction for a breakout vertical agent.00:00 Did the AI “bubble” pop? Altman dinner & sell-off vibes01:16 MIT survey “95%” headline vs reality09:04 Capitalism, incentives & Chamath's SPAC “casino”18:17 Interview starts — Guillermo Rauch (Vercel)22:07 GPT-5 reality check & the “Einstein-in-a-box” test37:37 Future of engineering + should you study CS?48:36 6-month prediction: a breakout vertical agent; underestimating GPT-50

Is the AI bubble popping—or just catching its breath? Eric Newcomer and Tom Dotan spar over Nvidia jitters, Sam Altman's “bubble” dinner, the MIT “95% fail” headline, app-vs-model margins (Cursor, Claude Code), and Chamath's SPAC-as-casino shtick. Then Eric sits down with Vercel founder/CEO Guillermo Rauch for a fast, idea-dense jam: assistants → agents → multi-agent teams, why GPT-5's real story is coding, “vibe coding” and code-last workflows, who gets paid in the era of AI factory-builders, whether to study CS, why taste beats code, and Guillermo's six-month prediction for a breakout vertical agent.00:00 Did the AI “bubble” pop? Altman dinner & sell-off vibes01:16 MIT survey “95%” headline vs reality09:04 Capitalism, incentives & Chamath's SPAC “casino”18:17 Interview starts — Guillermo Rauch (Vercel)22:07 GPT-5 reality check & the “Einstein-in-a-box” test37:37 Future of engineering + should you study CS?48:36 6-month prediction: a breakout vertical agent; underestimating GPT-50

Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen's Databricks bet return $30B+? 18:10 – Who really gets rich when mega-unicorns IPO? 19:30 – Is the return of Chamath's SPACs the ultimate bubble signal? 28:00 – Should OpenAI staff be cashing out billions in secondaries? 33:30 – Founder raises $130M… then walks away. Is this the new normal? 36:30 – Nubank's $2.5B profit: The best FinTech in the world? 48:00 – On Running at $15B: Can consumer brands still be VC-backed rockets? 52:00 – CoreWeave takes on $11B in debt: smart bet or ticking time bomb? 1:11:00 – Will AI spend really hit trillions—or is it all hype?  

Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Investoren verkaufen Tech. Hertz verkauft Autos bei Amazon. Alle kaufen Labubu von Pop Mart. US-Regierung kauft Chip-Aktien. Guess lässt sich kaufen. Target macht Praktikanten zum CEO. Auch Estée Lauder ist weiter im Krisen-Modus. Winklevoss-Brüder wollen mit Gemini und hohen Verlusten an die Börse. Chamath Palihapitiya will mit Mantel an die Börse. Alle setzen auf den Hype. Diesen Podcast vom 21.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

The NIA boys discuss Oasis Concert, Chamath Launching S.P.A.C., Intel Turnaround (?) & How The South Park Guys Became BillionairesTimestamps:(00:00:00) - Intro(00:01:39) - Oasis Concert(00:05:37) - Chamath Launching S.P.A.C.(00:16:23) - Intel Turnaround (?) (00:26:01) - How The South Park Guys Became BillionairesWhat Is Not Investment Advice?What Is Not Investment Advice?Every week, Jack Butcher, Bilal Zaidi & Trung Phan discuss what they're finding on the edges of the internet + the latest in business, technology and memes.Subscribe + listen on your fav podcast app:Apple: https://pod.link/notadvicepod.appleSpotify: https://pod.link/notadvicepod.spotifyOthers: https://pod.link/notadvicepodListen into our group chat on Telegram:https://t.me/notinvestmentadviceLet us know what you think on Twitter:http://twitter.com/bzaidihttp://twitter.com/trungtphanhttp://twitter.com/jackbutcherhttp://twitter.com/niapodcast Hosted on Acast. See acast.com/privacy for more information.

Send us a textThis week on The Skinny on Wall Street, Kristen and Jen dive into the resurgence of SPACs and yes, Chamath Palihapitiya, the once-dubbed “SPAC King,” is back with a brand-new deal. We unpack what a SPAC really is, why they exploded in 2020, changes in the new structures and more. From warrants and dilution to sponsor “promotes” and fee double-dips, we break down the mechanics in plain English and debate whether this latest wave feels like opportunity or déjà vu all over again.Alongside the SPAC talk, we zoom out to explore what's happening in broader markets. Jen highlights shifts in global rates,  including why European long-term yields are rising even as the ECB cuts, while Kristen points to an unusual disconnect with U.S. credit spreads at 30-year lows. We also touch on a wild market day sparked by headlines about AI pilot program failures, raising the question of whether investors are once again pricing perfection into risk assets.Finally, we share some exciting updates from The Wall Street Skinny itself. We've launched live interactive events like AI-Proof Your Career on LinkedIn and YouTube, giving listeners the chance to learn and engage with us directly. Plus, in the spirit of “back to school,” we're running a limited-time flash sale on our finance courses, from express Excel bootcamps to deep-dive investment banking and private equity technicals. Whether you're a student, a new hire, or just a finance junkie, this episode blends timely Wall Street analysis with practical ways to sharpen your own skills.Find courses HERE and use code AUG25FLASH for 20% off through August 24, 2025!For a 14 day FREE Trial of Macabacus, click HERE For 20% off Deleteme, use the code TWSS or click the link HERE! Our Investment Banking and Private Equity Foundations course is LIVEnow with our M&A course included! Shop our LIBRARY of Self Paced Online Courses HEREJoin the Fixed Income Sales and Trading waitlist HERE Our content is for informational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice.

Masa Son is investing $2B into Intel, and the Uncle Sam might join in as well. Small AI models continue to have a moment. Chamath is reentering the arena with a new SPAC. The Texas AG is investigating AI chatbots. And does GPT-5 prove that we've hit an AI ceiling, even if only temporarily? Links: ⁠Intel is getting a $2 billion investment from SoftBank⁠ (CNBC) ⁠Nvidia releases a new small, open model Nemotron-Nano-9B-v2 with toggle on/off reasoning⁠ (VentureBeat) ⁠‘SPAC King' Chamath Palihapitiya is back with a new one⁠ (Pitchbook) ⁠Texas attorney general accuses Meta, Character.AI of misleading kids with mental health claims⁠ (TechCrunch) ⁠Is AI hitting a wall?⁠ (FT) Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew and Tom discuss yesterday's meeting with Zelensky in DC, Chamath's new SPAC, and HD earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://www.narwhal.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhal.com/disclosure

HEADLINES FOR AUGUST 19Wyoming shocks markets with its multi-chain “Frontier” stablecoin launch.1inch unveils native Solana-to-EVM swaps, no bridges required.Chamath's $250M “American Exceptionalism” SPAC reignites the Grift City debate.Story Protocol implodes—$140M raised, $25 in revenue, and a vanishing CEO.Do we really need more L1s? DeFi Llama data shows daily revenues scraping the bottom.Little BitzSolana hits 100K TPS in test run post-Alpen GlowTether hires Bo Hines, ex-White House Crypto Council head, as U.S. advisorBullish IPO: Raised $1.1B at $37/share, $5.4B valuation (Owners of Coindesk and Peter Thiel-backed operation)WHERE TO FIND DCNdailycryptonews.nethttps://twitter.com/DCNDailyCryptoEMAIL the HostEmail: kyle@dailycryptonews.net*****Magic Newton Wallethttps://magic.linkTrader Cobb X: @TraderCobbhttps://www.thegrowmeco.com/Editing Serviceshttps://www.contentbuck.com——————————————————————***NOT FINANCIAL, LEGAL, OR TAX ADVICE! JUST OPINION! I AM NOT AN EXPERT! I DO NOT GUARANTEE A PARTICULAR OUTCOME I HAVE NO INSIDE KNOWLEDGE! YOU NEED TO DO YOUR OWN RESEARCH AND MAKE YOUR OWN DECISIONS! THIS IS JUST EDUCATION & ENTERTAINMENT! Hosted on Acast. See acast.com/privacy for more information.

AI-only Takeover dives into crypto, DeFi & AI convergence.

This week, Felix and Tyler unpack the unraveling Trump–Elon alliance as a microcosm of fiscal denial, explore the slow death of austerity, and discuss why endless debt and political gridlock may actually be bullish. They dive deep into the brewing housing market crack, the quiet rise of crypto IPOs like Circle, and the generational shift from TradFi despair to crypto optimism. Plus, reflections on Larry Fink's globalization rebrand, market structure flows holding up equities, and more. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Felix: https://twitter.com/fejau_inc Follow Forward Guidance: https://twitter.com/ForwardGuidance Follow Blockworks: https://twitter.com/Blockworks_ Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance Subscribe to Milk Road: https://bit.ly/43EDdiW — Weekly Roundup Charts: https://drive.google.com/file/d/1badYX4f8iXwp3_nN7zm_hu0dVINu80QF/view?usp=drive_link — Join us at Permissionless IV June 24th - 26th. Use code FG10 for 10% OFF! https://blockworks.co/event/permissionless-iv — Blockdaemon is the gateway to the decentralized economy, securing over $110B in digital assets for 400+ institutions with blockchain nodes, APIs, MPC wallets and vaults, and staking solutions. Learn more: www.blockdaemon.com Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network's bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/ Arkham is a crypto exchange and a blockchain analytics platform. Arkham allows crypto traders and investors to look inside the wallets of the best traders, largest funds and most influential players in crypto, and then act on that information. Sign up to Arkham: https://auth.arkm.com/register?ref=blockworks Eligibility varies by jurisdiction. Users residing in certain jurisdictions will be excluded from onboarding. — Timestamps: (00:00) Introduction (02:43) The Narrative Market (03:49) Austerity Isn't Happening (06:27) Fed Easing, Jobs Data & Liquidity (10:57) Ads (Blockdaemon, Aptos, Arkham, Milk Road) (13:09) Inflation & Stagflation Threat (15:23) Housing Market (21:08) Crypto Boom Time (25:34) Crypto Is Changing (29:07) Ads (Blockdaemon, Aptos, Arkham) (31:31) BTC ETF Holders (32:49) Saylor & Crypto Treasury Companies (34:46) 2nd Draft of Globalization (40:25) Chamath & The New Media (44:09) Everything Will Change (47:23) Market Structure (52:23) Flows vs Fundamentals (55:23) Final Thoughts — Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.

Agenda: 00:00 – The Most Unfiltered Episode Ever Begins 03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not. 05:45 – TVPI Is Bullshit?  09:20 – Asset Gatherers vs Real Investors: Who Actually Wins? 12:15 – The Death of the Billion-Dollar VC Fund? 16:00 – Mid-Tier VC Funds Are Getting Annihilated 21:00 – Chime: Great Exit or Missed Opportunity? 27:00 – The War on Relevance: What Companies Truly Matter? 33:00 – If You're Not a Billion-Dollar Company, Do You Even Count? 37:10 – Mary Meeker's AI Report: What Everyone Missed 39:50 – $600B in AI CapEx—Where Is the Revenue?! 43:40 – What Could Trigger the First AI Crash? 51:10 – The Existential Dread Missing in Most B2B Startups 58:30 – Will AI Reduce Your Startup to Just a Pipe? 01:01:10 – IPO Market Is Back: What Actually Matters Now? 01:06:50 – YC Startups at $60M Valuations: How Should You Play It? 01:10:00 – Why 3% Ownership Could Still Work—Maybe 01:11:30 – Will Elon Still Be Tesla CEO by 2027? Place Your Bets 01:14:10 – Will Meta Release a Closed AI Model? And Does It Even Matter? 01:17:30 – The Real Challenge of Managing 11 Companies and 58 Kids Please read the offering circular and related risks at invest.modemobile.com. This is a paid advertisement for Mode Mobile's Regulation A+ Offering. Past performance is no guarantee of future results. Investing in private company securities is not suitable for all investors because it is highly speculative and involves a high degree of risk. It should only be considered a long-term investment. You must be prepared to withstand a total loss of your investment. Private company securities are also highly illiquid, and there is no guarantee that a market will develop for such securities. DealMaker Securities LLC, a registered broker-dealer, and member of FINRA | SIPC, located at 105 Maxess Road, Suite 124, Melville, NY 11747, is the Intermediary for this offering and is not an affiliate of or connected with the Issuer. Please check our background on FINRA's BrokerCheck.    

In this eye-opening episode of Generation AI, hosts Ardis Kadiu and JC Bonilla tackle the harsh reality facing the Class of 2025 - the first graduating class in human history competing directly with AI for entry-level jobs. With college graduate unemployment hitting 6% (exceeding the national average for the first time in 45 years), they explore how AI is fundamentally reshaping the job market. The hosts analyze reports from CBS News and SignalFire, discuss Anthropic CEO Dario Amodei's stark prediction of 20% unemployment, and offer practical advice for new grads navigating this unprecedented shift. This episode is essential listening for students, parents, educators, and anyone concerned about how AI is transforming the path from education to employment.The First Generation Competing with AI (00:00:00)Setting up the paradox: greatest productivity explosion yet most uncertain future for graduatesEvery generation gets a defining technology - this one gets AI4 million Americans graduating into the tightest labor market competing with AIUnprecedented Graduate Unemployment Crisis (00:05:52)College graduate unemployment hits 6% vs 4.2% national averageFirst time in 45 years graduates face higher unemployment than general populationAverage student loan debt of $37,000 creating impossible catch-22Entry-level positions requiring 3-5 years experienceTech Industry Restructuring and Entry-Level Freeze (00:10:20)Microsoft, Google, Meta, Amazon freezing entry-level programming positionsTech companies posting record profits while eliminating junior rolesTech as historic engine of economic mobility now stallingParents questioning if STEM degrees still matterDario Amodei's 20% Unemployment Warning (00:19:51)Anthropic CEO predicts unemployment rivaling Great Depression80% of code to be written by AI within two yearsDiscussion of hyperbole vs reality in AI predictionsGDP growth implications and historical contextAll In Podcast Insights: New Grads as "Autocomplete of the Past" (00:25:00)Chamath's analogy: new grads were human autocomplete, AI does it betterYoung + AI-native = hireable vs old + resistant = obsoleteSolution: start companies, join startups, or get left behindEvery revolution creates more than it destroysUniversities at a Crossroads (00:28:48)Education as expensive trap vs great equalizer debateCurriculum development pressure and credential inflationUniversities' slow response but emphasis on critical thinkingAlternative paths (bootcamps, certificates) under pressurePractical Advice for New Graduates (00:34:22)Double down on becoming AI-native - use every tool, automate everythingSkip Fortune 500s - target Series A startups or start your ownEmbrace controlled chaos - job security is dead, adaptability is keyFind human + AI roles, not human vs AI positionsInterview question tip: ask how they use AI personallyThe Great Experiment with No Control Group (00:39:06)Running an unprecedented experiment on an entire generationClass of 2025: lost generation or first AI generation?Old path closing for students, revolution or irrelevance for educatorsEveryone must be an active participant, not passive observerIndustrial revolution parallels and being part of history - - - -Connect With Our Co-Hosts:Ardis Kadiuhttps://www.linkedin.com/in/ardis/https://twitter.com/ardisDr. JC Bonillahttps://www.linkedin.com/in/jcbonilla/https://twitter.com/jbonillxAbout The Enrollify Podcast Network:Generation AI is a part of the Enrollify Podcast Network. If you like this podcast, chances are you'll like other Enrollify shows too! Enrollify is made possible by Element451 — the next-generation AI student engagement platform helping institutions create meaningful and personalized interactions with students. Learn more at element451.com. Attend the 2025 Engage Summit! The Engage Summit is the premier conference for forward-thinking leaders and practitioners dedicated to exploring the transformative power of AI in education. Explore the strategies and tools to step into the next generation of student engagement, supercharged by AI. You'll leave ready to deliver the most personalized digital engagement experience every step of the way.Register now to secure your spot in Charlotte, NC, on June 24-25, 2025! Early bird registration ends February 1st -- https://engage.element451.com/register

Connect with Early Riders // Connect with OnrampWhy MIC Is Winner Take All (Early Riders Research)Presented collaboratively by Early Riders & Onramp Media…Final Settlement is a weekly podcast covering the underlying mechanics of the bitcoin protocol, its ongoing development and funding, and real-world applications of the technology.00:00 - Introduction and Current Events in Bitcoin03:40 - Trump's Bitcoin Treasury Announcement06:33 - Market Reactions and Implications09:42 - The Role of Institutional Investors12:43 - Risks and Challenges in Bitcoin Investments15:53 - Government Debt and Economic Policies18:47 - Chamath's Insights on Spending Bills21:52 - The Future of Bitcoin and Hard Assets24:26 - Security Risks in the Crypto Space31:29 - Navigating Risks in Bitcoin Custody33:49 - Barriers to Bitcoin Adoption39:50 - The Debate on Proof of Reserves45:44 - The Importance of Multi-Institution Custody50:16 - The Future of Financial Services with Multi-Institution CustodyIf you found this valuable, please subscribe to Early Riders Insights for access to the best content in the ecosystem weekly.Links discussed:https://www.cnbc.com/2025/05/27/djt-trump-media-bitcoin.htmlhttps://cointelegraph.com/news/american-tourist-drugged-fake-uber-driver-robbed-123k-btchttps://www.washingtonpost.com/nation/2025/05/25/bitcoin-torture-new-york-crypto/Keep up with Michael: X and LinkedInKeep up with Brian: X and LinkedInKeep up with Liam: X and LinkedIn

(0:00) Friedberg and Chamath welcome Senator Ron Johnson (2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt (14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality (24:53) Energy rescissions, future of DOGE (32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement (54:15) Next steps if the Big, Beautiful Bill passes (58:35) Post-interview recap Follow Senator Johnson: https://x.com/RonJohnsonWI 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

Megyn Kelly opens the show by discussing the disgusting “F the Jews” sign that was paraded around a Barstool Sports bar in Philadelphia, how Dave Portnoy dealt with the controversy by offering to send the culprits to visit Auschwitz, one instigator who is now playing the victim, and more. Then Chamath Palihapitiya and Jason Calacanis, hosts of the “All-In” podcast, join to discuss the antisemitic student playing the victim over the incident in Dave Portnoy's Barstool Sports bar, what effects social media has on youth and cancel culture, Facebook founder Mark Zuckerberg wanting to create AI “friends,” why social media can be destructive for children's development and social lives, issues with AI chatbots and their alarming effects, an AI robot freaking out and attacking its handler, if we should be concerned about the rise of "smart" robots, debating America's economic reliance on illegal immigrants, what level of due process they should be getting before deportation, whether Trump was serious about deporting millions of illegals, why Trump's accessibility has transformed his administration, the differences between this and the Biden administration, Trump's embrace of many points of view, and more. Jason: https://www.launch.co/Chamath: https://allin.com/Riverbend Ranch: Visit https://riverbendranch.com/ | Use promo code MEGYN for $20 off your first order.Ground News: Use the link https://groundnews.com/megyn to get 40% off the Vantage subscription to see through mainstream media narratives.Byrna: Go to https://Byrna.com and order their all new Compact Launcher.Tax Network USA: Call 1-800-958-1000 or visit https://TNUSA.com/MEGYN to speak with a strategist for FREE todayFollow The Megyn Kelly Show on all social platforms:YouTube: https://www.youtube.com/MegynKellyTwitter: http://Twitter.com/MegynKellyShowInstagram: http://Instagram.com/MegynKellyShowFacebook: http://Facebook.com/MegynKellyShow Find out more information at: https://www.devilmaycaremedia.com/megynkellyshow 

The e-commerce landscape is experiencing seismic shifts as new tariffs against China send shockwaves through Amazon's marketplace. Scott explores how these economic tremors are disrupting the delicate balance of global online retail—potentially the most significant supply chain disruption since COVID. Through exclusive insights from a conversation with one of the largest Chinese sellers in the world, Scott uncovers why businesses importing from China are facing unexpected cash crunches and how these tariffs might reshape the competitive landscape for sellers worldwide. But tariffs are only half the story. Scott pulls back the curtain on the controversial tactics Chinese sellers use to dominate Amazon, controlling approximately 50% of third-party revenue on the platform. You'll discover the inner workings of tools like the Ziniao browser—software specifically designed to help sellers create multiple Amazon accounts against platform policies—and why some sellers can operate "10 stores selling one product" while others face immediate suspension for similar behavior. This rule-breaking reality explains why 75% of Amazon sellers believe the marketplace isn't fair. As billionaires like Mark Cuban and Chamath share data showing Chinese sellers capturing up to 60% market share in certain Amazon categories, Scott examines what this new e-commerce reality means for businesses, consumers, and the global economy. Episode Notes: 00:23 - Dinner with a Top Chinese Seller & Introduction to China Topic 01:13 - China's Amazon Seller Landscape & Entrepreneurial Drive 02:30 - Energy & Business Culture in China 04:47 - Chinese Sellers' Approach to Amazon's Rules 05:40 - The Ziniao Browser Tool 09:00 - Widespread Multi-Account Strategy & Aggressive Tactics 10:17 - Amazon's Evolving Policies & Fairness Concerns 11:52 - New Tariffs on Chinese Goods & Impacts on Sellers 13:39 - Preparing for a Cash Crunch 15:05 - The Role of Chinese Sellers and the Political Spotlight 15:30 - Building Influence Through Data 17:58 - Immediate Reactions from Brands 18:48 -Bias and Hopes for U.S.-Based Sellers   Related Post: Break the Profit Squeeze: How Leading Amazon Sellers Use Growth Capital To Beat Their Competition   Links: LinkedIn: linkedin.com/in/scott-needham-a8b39813 X: @itsScottNeedham Instagram: @smartestseller YouTube: @smartestamazonseller2371 Newsletter: https://www.smartscout.com/newsletter-sign-up Blog: https://www.smartscout.com/blog

(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Recession chances, How the Trump administration gathers information (1:19:39) Future of the Democratic Party, Abundance agenda, DOGE (1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: https://x.com/LHSummers Follow Ezra: https://x.com/ezraklein 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://truthsocial.com/@realDonaldTrump/posts/114309144289505174 https://x.com/WhiteHouse/status/1910058352278708638 https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8 https://breakthroughprize.org

Democrat Mega Donor Explains How Trump Admin is Different and How They Can Win Midterms | 4.10.25SOCIALS: https://linktr.ee/drewberquist NEWS: https://DrewBerquist.com MERCH: https://RedBeachNation.com#DrewBerquist #ThisIsMyShow #TIMSTop 100 Political News Podcast with https://www.millionpodcasts.com/political-news-podcasts/Show Notes/Links:Senator Chuck Schumer refuses to condemn Tesla violence, slams Musk insteadhttps://x.com/elonmusk/status/1909992191948476525Trump: We are more powerful than people understandhttps://x.com/digijordan/status/1910145098794381731Karoline Leavitt: Reciprocal tariffs are being paused for 90 days, except for Chinahttps://x.com/CollinRugg/status/1910025581355491435Natalie Winters: Biggest critics of China tariffs are on the CCP payrollhttps://x.com/RepEliCrane/status/1910312598026723825CNN: U.S. inflation fell in March, outperformed expectationshttps://x.com/RapidResponse47/status/1910317558302941380CNN: Abby Phillip is not satisfied with Shermichael's answer, chaos ensueshttps://x.com/devorydarkins/status/1910186710153203925Ryan Routh is finally being charged for attempted murder on Donald Trumphttps://x.com/AGJamesUthmeier/status/1910305585658024207Major Democrat donor Chamath Palihapitiya explains how this Trump administration is differenthttps://x.com/thechiefnerd/status/1910086532867752014?s=46&t=uaL12_jzouHgBP9nzey-rgAndrew Schultz and Chamath say that is Trump cuts federal income tax for anyone making 150,000 or less midterms go red and citizens ask for a third termhttps://x.com/ElectionWiz/status/1909924402596131015

Trials, tribulations, temptations, tension. These are the X that marks the spot for where our understanding is limited and we don't see clearly. If we forthrightly explore that space, we find that what we considered trials, were really invitations. The Cutting Edge - https://www.imdb.com/title/tt0104040/ Weights and wings - https://www.crosswalk.com/devotionals/desert/streams-in-the-desert-april-9th.html Streams in the Desert - https://www.amazon.com/Streams-Desert-L-B-Cowman/dp/0310210062 Veritasium on Entropy - https://www.youtube.com/watch?v=DxL2HoqLbyA Lex and Chamath on failure - https://www.youtube.com/watch?v=kFQUDCgMjRc Viktor Frankl - https://www.amazon.com/Mans-Search-Meaning-Viktor-Frankl/dp/080701429X Consider it pure joy, my brothers and sisters, whenever you face trials of many kinds, because you know that the testing of your faith produces perseverance. Let perseverance finish its work so that you may be mature and complete, not lacking anything. (James 1:2-4) Find us here: x.com/mattmccloskey x.com/michaelvaclav All Matt's Links - https://solo.to/mattmccloskey All Michael's Links - https://solo.to/michaelvaclav Sovereign Goods - www.etsy.com/shop/SovereignThreadGoods Cafe Medici - mediciroasting.com/?srsltid=AfmBOo…9eDe2OliQmjTc2A

(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

All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker 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.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

All-In with Chamath, Jason, Sacks & Friedberg Intro  Necessity is the mother of innovation: “We are putting enough friction into the system that it does theoretically give America an advantage at the cost of creating tremendous incentives for China to develop their semiconductor ecosystem.” – Gavin Baker Prohibiting China's access to Nvidia GPUs encourages China to create its own Nvidia, though it may take a decade for it to do so If progress in the AI agent space continues, the only rate-limiting factor to its widespread adoption will be compute power; the days of AI agents competing in all of our daily tasks is a long time away because this will require so much computing, and the capacity does not exist yet Most everybody agrees that deregulation is good: Every time the admin says the word “tariff” it should say “deregulation” three times afterThe best way to encourage the reshoring of key industries is just making it easier to do business in AmericaThe US must figure out the difference between manufacturing and IP so that we can trap the real value of these industries back in AmericaThe admin is focused on making life better for normal, working-class Americans The goal of the tariffs is to restore the industries that can be restored into the US; but implementing them may create externalities, such as inflation and retaliatory tariffs The globalized “free trade” model of the last twenty years has benefitted US knowledge workers, but it has left the everyday American behind On DOGE: While Democrats and Republicans may disagree on where the government spends its money, both sides should want the spending to be efficient Using the Alien Enemies Act of 1798, the Trump admin has deported 238 alleged gang members to El Salvador's high-security CECOT prison The last use of this act was during World War II under President Franklin D. Roosevelt, who ordered the deportation of thousands of Germans, Italians, and JapaneseSince 2015, El Salvador has slashed its murder rate by 99% through widespread arrests of suspected gang members without due process  “The one thing I learned: Everybody in America is always focused on making America better. Having been to eighty different places around the world, our only goal should be to not screw it up in America. Just don't make it worse, because America is so much better than everywhere else.”  – Gavin sharing a quote from a Navy SEALRead the full notes @ podcastnotes.org(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker 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.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982

In this episode, Jarrett Carpenter explores the potential timeline for Bitcoin to reach a valuation of $1 million. He discusses the Bitcoin cycle, including halving events and market trends, and aggregates various price predictions from notable figures in the Bitcoin space.The conversation culminates in a calculated estimate for when Bitcoin might hit the million-dollar mark, emphasizing the importance of understanding Bitcoin beyond its dollar value.Watch on YouTube - https://youtu.be/WvADFEM1xkQEPISODE CHATPERS00:00 - Episode Intro00:03 - When Will Bitcoin Crack $1M?00:18 - 1 Bitcoin = 1 Bitcoin00:45 - Bitcoin Cycle Framing Of Analysis02:09 - $1M Bitcoin Price Predictions Across The Industry04:24 - Jarrett's $1M Prediction05:25 - How Many Days Until A $1M BTC?06:55 - $1M Bitcoin Date Revealed07:33 - Chamath's Prediction Skews Data07:57 - The Date Aligns With The Historical Cycle Trend08:57 - Will It Be A Happy New Year For 2033? What Do You Think09:04 - When Do You Think It Cracks $1M? Does It Even Matter?Follow Jarrett on X - https://x.com/jcrpntrFuture Signal is a podcast hosted and produced by Jarrett Carpenter that explores tomorrow's tech today via guest interviewsAll of Future Signal's content is not financial advice but rather edu-tainment. All of our episodes are available on YT as well as wherever you listen to podcasts.Please follow us on social media and check out our website:Instagram - https://www.instagram.com/futuresignalpod/Facebook - https://www.facebook.com/futuresignalpodLinkedIn - https://www.linkedin.com/company/future-signal-pod/YouTube - https://www.youtube.com/@futuresignalpodTwitch - https://www.twitch.tv/futuresignalpodFor more info on the podcast, please check out https://www.futuresignal.xyz/To learn more about Future Signal's Host - https://www.jarrettcarpenter.com/

All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump (38:01) Balancing the budget and fixing GDP (52:21) Tariff history and strategy, global trade (1:10:34) Trump Cards, building better government software, AI thoughts (1:22:49) Sovereign Wealth Fund strategy (1:37:16) How his family reacted to his new role Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Lutnick: https://x.com/howardlutnick 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

All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  “The key is to stop sending money to the wrong place so that we can always defend sending money to the right place.” – Howard Lutnick If Howard balances the budget, Trump agrees to waive all income tax for people who make less than $150,000 per year About $1 trillion per year can be saved by cutting government waste, fraud, and abuse; this is DOGE's target – and it is Howard's job to generate $1 trillion in exogenous new revenues for the government There is no such thing as free and fair trade: Inflation comes from printing more money, not from tariffs; the strategy is to put tariffs on things that will reshore Establishing the External Revenue Service: The institutions and infrastructure of the United States are not being optimally monetizedWhat is the market value of American citizenship? If Nvidia is worth $3 trillion, how much is the American legal system worth?Why are we not mining our valuable resources?Are there creative and productive ways to monetize federal lands?  The United States is the greatest customer in the world; it should benefit from that reality when it does business with other nations or corporations Example: Hold stock warrants in the sovereign wealth fund so the American people benefit when the US does a business dealCapital appreciation in the sovereign wealth fund will be used to offset the nation's debt “Our objective is to smash down the Internal Revenue Service and change America.” – Lutnick Read the full notes @ podcastnotes.org(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump (38:01) Balancing the budget and fixing GDP (52:21) Tariff history and strategy, global trade (1:10:34) Trump Cards, building better government software, AI thoughts (1:22:49) Sovereign Wealth Fund strategy (1:37:16) How his family reacted to his new role Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Lutnick: https://x.com/howardlutnick 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

Chamath Palihapitiya drops a shocking take on Trump's economic strategy! Could a planned asset crash be the key to wealth redistribution? What does this mean for real estate, stocks, and your investments? Don't miss this deep dive into the possible economic shake-up ahead!

(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick! (1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics (14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump (38:01) Balancing the budget and fixing GDP (52:21) Tariff history and strategy, global trade (1:10:34) Trump Cards, building better government software, AI thoughts (1:22:49) Sovereign Wealth Fund strategy (1:37:16) How his family reacted to his new role Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Lutnick: https://x.com/howardlutnick 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

All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today (21:30) Scott explains the Trump Administration's economic strategy (32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt (42:06) DOGE, DC grifts, shakeup at the IRS (50:51) Re-engineering social security through the US SWF, how energy factors in (1:00:02) Surprises, fixing affordability, thoughts on President Trump Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Bessent: https://x.com/SecScottBessent 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

OpeningJordan Peterson. Ride or DieGrok vs GoogleGolfCalifornia BusinessMarketsS&P 8% off highs. Was 10% 1 week ago. So that was a correction Tesla 52%. Nvidia, Meta: 20%. Apple: 18%.Finance EducationSecurity. Digital Hygiene:  Great from Karpathy 2-factor authentication and strong password for financial websites. YubiKey. 1PasswordIRA Contributions401k Max: 2025: $23,500 + Employer Match + After-tax = $70,000Still can do $7000 in IRA.Treasury Secretary Scott Bessent and All-inFull Interview on X here.PalantirDOGEWebsite is GREAT!! www.doge.gov I had to google “Timor-Leste”Elon on what DOGE is finding.DOGE's spending cuts are ramping up so quickly that United Airlines announced government travel is down a MASSIVE -50%NetflixCNBC video here. MoffetNathanson Upgrades Netflix to $1100. “Netflix has won the streaming wars.Case closed”Nvidia Jensen Huang KeyNote at GTC 2025Nvidia working on driverless vehicle with GM!!   Video post here.Blue the robot. Robots are coming!!SpaceX Tesla$480. Now $230. Sow down 52%. So increase 1.1x or 110% to get back. Play at 0:30. Winner take most by Cathie Wood. $8-10 trillion in Revenue in 2030. ½ to platforms, like Tesla. Which is the biggest AI platform in the world.Dragon crew launch to ISS.Carried a russian cosmo.Stuck no More! WSJ 285 days in space. 9 months. No other US company can do this. 400th landing of Falcon 9 booster.  Will launch to Mars and carry Optimus. Crossover.Per Elon, SpaceX carries 95% of payload to orbit.Starship is the only “vehicle” currently built that can go to Mars. Boston Dynamics Robot - Break dancing. Yes its here. BYD. Sheer size of Shenzhen factory. University EndowmentsTrump threatening to suspend federal grants to Columbia University per WSJ.Play  Andreeson on University funding. RecommendationsAll-In Podcast. Chamath and Friedberg interviewing Secretary of Treasury Scott DictatorsWhite LotusElon Interview on Ted Cruz

All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  “I wanted to get involved in the campaign because I was so alarmed with what the Biden administration was doing with the debt and deficit.” – Scott Bessent The US was headed for a European-style economic malaise in which the rich get richer and the everyday person gets left behind The Biden administration's economic policies were not only unfair to the everyday American but also unstable and damaging to the American dream The key aspects of the American Dream: Home ownership, financial security, some level of comfort, Purpose in your work, The ability to support your family, and optionality so that you do not have to work multiple jobs to make ends meet In the post-World War II period, 90% of children ended up earning more than their parents; today, that figure is around 50% The US does not have a revenue problem; it has a spending problem The Trump Administration's “3-3-3” economic strategy Achieve 3% real GDP growth Reduce the budget deficit to 3% of GDP by 2028 Increase U.S. Energy production by 3 million barrels of oil per dayAbout 25% of the nation's GDP flows through the ten-mile radius around Washington DC – and everyone in DC is trying to skim a little off the top  “It is the Department of Government Efficiency – not government extinction, not government elimination.” – Bessent The second part of the plan is to reorder the international trading system and bring manufacturing jobs back to the US; this will reinvigorate the middle-class Everything Trump does is not always in a straight line, but he has a destination in mind“He wants to create assets for the American people, not just debt.” – Scott Bessent on President Trump The intention of the US Sovereign Wealth Fund: The US can get a higher return on its assets than it is currently getting Three other agenda items for the Trump Administration 1. Low and predictable taxes 2. Substantially slash regulations and increase the predictability of regulations 3. Cheap energy and increased energy security Cheap energy and energy security help solve a lot of America's affordability problems; we cannot be dogmatic about where solutions come from  “He really regards himself as the mayor of America”: Trump doesn't care if you are Elon Musk or the guy mowing the White House lawn; you are his constituent  Read the full notes @ podcastnotes.org(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today (21:30) Scott explains the Trump Administration's economic strategy (32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt (42:06) DOGE, DC grifts, shakeup at the IRS (50:51) Re-engineering social security through the US SWF, how energy factors in (1:00:02) Surprises, fixing affordability, thoughts on President Trump Thanks to our partners for making this happen: Gemini: https://www.gemini.com/allin Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Secretary Bessent: https://x.com/SecScottBessent 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

(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent! (2:12) Scott's background, what drew him to equities, the role of macro investors (7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today (21:30) Scott explains the Trump Administration's economic strategy (32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt (42:06) DOGE, DC grifts, shakeup at the IRS (50:51) Re-engineering social security through the US SWF, how energy factors in (1:00:02) Surprises, fixing affordability, thoughts on President Trump Thanks to our partners for making this happen: Hims: https://www.hims.com | https://www.forhers.com iTrustCapital (use code allin): https://www.itrustcapital.com Follow Secretary Bessent: https://x.com/SecScottBessent 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

Cryptocurrency derivatives traders suffered more than $1 billion in liquidations in the past 24 hours as fears of a looming trade war sent markets tumbling. Treasury Secretary Scott Bessent said Tuesday the White House is determined to bring down interest rates, and investors are listening.~This episode is sponsored by iTrust Capital~iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul00:00 Intro00:22 Sponsor iTrust Capital00:40 Tariffs now live01:27 Dumbest trade war01:55 Justin Trudeau02:38 Honda moving to Indiana03:12 Target CEO - Likely prices increase in the next few days05:14 Bitcoin no longer safe haven06:30 CNBC: Will the fed react?07:53 Trueflation & Polymarket09:21 Scott Bessent: Cutting taxes10:46 Chamath on the economy14:00 Tom Lee on What's happening16:00 Trump ends Ukraine War?17:21 John Deaton on XRP Reserve19:50 Outro#crypto #bitcoin #ethereum~Tariff Crash = Rate Cuts Coming?

This Week in Startups is brought to you by…Gusto. Get three months free when you run your first payroll at http://gusto.com/twistLemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twistAtlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.Today's show: Jason and Lon Harris cover Nikola's Chapter 11 and how founders can avoid the same mistake, Superhuman AI's new features, Mira Murati's Thinking Machines and where Sam Altman went wrong holding onto top talent, plus much more!Timestamps:(0:00) Episode teaser(1:26) Introduction to startup news and trends(2:47) Bill Ackman's J trade and Herbalife controversy(5:24) Comparing trading strategies: Jason vs. Pelosi(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(11:29) HP's acquisition of Humane and its significance(13:52) Challenges facing the AI industry(20:30) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(21:47) OpenAI veterans launch a new venture(28:09) Chamath's venture into high stakes poker(29:35) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.(36:37) Nikola's Chapter 11 filing and securities fraud(48:10) The upside of failing as a founder in the U.S.(50:24) Superhuman introduces AI-powered email features(51:58) Preview of upcoming guests on the podcast(53:03) Key characteristics of successful founders(56:21) Play-along: Guess the fake startup(1:04:12) Movie trilogy rankings: Superman, Star Wars, TerminatorSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpCheck out these past Guess The Fake Startups segments:https://www.youtube.com/watch?v=iKP2iiF1oYIhttps://www.youtube.com/watch?v=rhnOXuGnh14https://www.youtube.com/watch?v=ueazpyGOgccFollow Lon:X: https://x.com/alexFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(9:49) Gusto. Get three months free when you run your first payroll at http://gusto.com/twist(20:30) Lemon.io. Get 15% off your first 4 weeks of developer time at https://Lemon.io/twist(29:35) Atlassian. Head to https://www.atlassian.com/software/startups to see if you qualify for 50 free seats for 12 months.Great TWIST interviews: Will Guidara,Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta,Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Can Chamath Save Poker Only Friends Pod Ep 682 Solve For Why W Matt Berkey by Solve For Why

Neste episódio do Canary Cast, Florian Hagenbuch, co-fundador e sócio do Canary, recebe Rapha Avellar, fundador e CEO da Brandlovers. Na conversa, Rapha compartilha sua história pessoal, sua trajetória empreendedora, seus insights sobre o mercado de marketing digital, o impacto da Creator Economy nas campanhas de marketing e sua visão para o futuro desse mercado e da Brandlovers. Ao longo da conversa, Rapha explora como o Brasil está à frente das tendências globais na Creator Economy devido ao seu alto consumo de conteúdo nas redes sociais e ao crescimento no número de criadores no país. Ele explica como isso pode ser uma vantagem competitiva e um diferencial para startups brasileiras que buscam construir tecnologias para esse setor. Rapha também detalha as estratégias inovadoras que a Brandlovers implementou para resolver problemas críticos de escala e colaboração, incluindo o uso de inteligência artificial para otimizar processos e desenvolver novos produtos. Rapha compartilha também como a Brandlovers está impactando as vidas dos criadores que utilizam a plataforma, proporcionando novas oportunidades de renda para pessoas em todo o Brasil. Além disso, ele reflete sobre os desafios enfrentados e as lições aprendidas ao longo da jornada, destacando a importância de tomar decisões difíceis e manter um alto padrão de excelência dentro da empresa. Por fim, Rapha apresenta sua visão sobre como atrair investimentos e gerir o relacionamento com investidores de venture capital, como a Kaszek. Ele também discute como trouxe parceiros estratégicos alinhados ao seu mercado, incluindo investidores-anjo e celebridades como J Balvin e Will.i.am. Ouça agora o episódio e descubra como a Brandlovers está revolucionando a colaboração entre marcas e criadores de conteúdo, promovendo maior eficiência e impacto no mercado de publicidade digital. Convidado: Rapha AvellarRapha Avellar é cofundador e CEO da Brandlovers, uma empresa que está transformando a Creator Economy no Brasil ao otimizar a conexão entre criadores e marcas. A jornada empreendedora de Rapha começou aos 23 anos, quando passou a operar um negócio familiar. Em 2018, fundou a Jones, especializada em estratégias lideradas por creators, e em 2020, cofundou a Adventures com Ricardo Dias, ex-CMO da AB InBev. Além de suas iniciativas empreendedoras, Rapha também é creator e compartilha sua expertise em estratégia digital com mais de 155 mil seguidores no TikTok, 110 mil no Instagram e 50 mil no LinkedIn.Acompanhe o Rapha no Linkedin; Instagram e TikTokApresentação: Florian Hagenbuch Florian é cofundador e sócio do Canary, firma líder em investimento early-stage no Brasil e América Latina. O Canary tem mais de $400M em AUM e investiu em mais de 100 empresas desde sua fundação em 2017. Anteriormente, Florian fundou a Loft, empresa que digitalizou e transformou a experiência de compra de imóveis no Brasil, trazendo transparência, liquidez e crédito a milhões de brasileiros. Antes disso, Florian cofundou também a Printi, o principal marketplace de impressão online da América Latina. Acompanhe o Florian no LinkedinDestaques do episódio: [00:00 - 01:10] Boas-vindas e introdução do episódio[01:11 - 04:30] Trajetória profissional antes da Brandlovers[04:31 - 07:15] Creator Economy e as particularidades do mercado brasileiro[07:16 - 10:50] O início: identificando o problema e desenvolvendo a solução[10:51 - 15:00] Desafios da construção do marketplace[15:01 - 19:30] Uso de inteligência artificial no desenvolvimento de novos produtos[19:31 - 31:45] O impacto da Brandlovers para os criadores de conteúdo e grandes marcas[31:46 - 35:30] Estratégias inovadoras de comunicação e lançamento do novo produto[35:31 - 39:10] Fundraising insights: como foi a última rodada e o papel dos founders no relacionamento com investidores[39:11 - 41:50] Conteúdo e branding pessoal como ferramenta de negócios e diferencial competitivo[41:51 - 45:15] Erros, acertos e aprendizados[45:16 - 48:00] Conselhos e mensagem finalFoi citado neste episódio: Bill Gurley e o texto sobre a Uber:Bill Gurley é um investidor de Venture Capital americano e sócio da Benchmark. Ele escreveu um texto famoso sobre a Uber em que respondia um artigo de Damodaran (abaixo), argumentando que a Uber não deveria ser avaliada apenas como uma empresa de táxis, mas sim como uma empresa que estava removendo fricções e criando um mercado muito maior. Link de referência: Bill Gurley's Blog Post on Uber Aswath Damodaran:Aswath Damodaran é um professor de finanças na Stern School of Business da Universidade de Nova York, conhecido por suas análises de avaliação de empresas. Em 2014, fez um texto chamado "Uber Isn’t Worth $17 Billion" em que argumentava que o valuation da Uber estaria equivocado, apresentando uma visão mais conservadora sobre o mercado de táxis e a avaliação da empresa. Link de referência: Aswath Damodaran's Post Scott Belsky:Scott Belsky é o Chief Product Officer da Adobe e fundador do Behance. Ele possui a newsletter "Implications" que explora a interseção entre tecnologia, criatividade e o futuro do trabalho, fornecendo insights e análises sobre como essas áreas impactam negócios e a sociedade. Link de referência: Implications Newsletter Chamath Palihapitiya:Chamath Palihapitiya é o fundador da Social Capital e co-host do podcast All-In. Ele compartilhou em seu Linkedin recentemente uma apresentação (deck) sobre a Creator Economy, destacando-a como uma das grandes oportunidades para o futuro. Link de referência: Chamath's Deck on the Creator Economy Alguns termos em inglês são falados ao longo do episódio, por isso, trazemos um glossário caso fique alguma dúvida:Top of my mind - Expressão para falar sobre algo que está constantemente em seus pensamentos ou que é uma prioridade.Round - Abreviação em inglês para se referir a uma rodada de investimentos de uma companhia.Creator - Criador de conteúdo.TAM (Total Addressable Market) - Sigla para se referir ao cálculo de Mercado Total Endereçável que visa projetar o potencial tamanho que uma empresa pode alcançar dado o mercado que tem a disposição para conquistar.Discovery - Processo de descoberta ou pesquisa de um novo produto.Creator Economy - Se refere ao mercado/economia que são criados em volta da atuação dos criadores de conteúdoDM (Direct Message) - Mensagem direta.ROI (Return on Investment) - Retorno sobre o investimento.Marketplace - Modelo de negócio que conecta dois lados de oferta e demanda, oferecendo uma plataforma e/ou facilitando de alguma forma a transação aconteça. Google Ad Words - Plataforma de publicidade do Google.Assumption - Suposição.Take-rate - Taxa de comissão, normalmente utilizada no contexto de como os marketplaces cobram seus clientes pela eficiência e facilidade trazida pela plataforma.PIB (GDP) - Produto Interno Bruto.Consumption - Consumo.Playing field - Ambiente competitivo ou contexto de mercado onde empresas ou indivíduos operam, comparado a um campo de jogo onde a competição ocorre sob regras e condições específicas.Mainstream - Corrente principal ou dominante.Hackathon - Evento de programação intensiva.AI (Artificial Intelligence) - Inteligência Artificial.AI-first - Abordagem ou estratégia em que a inteligência artificial é priorizada e centralizada no desenvolvimento de produtos, serviços ou processos, sendo o elemento principal que orienta a inovação e a tomada de decisões.Feature - Funcionalidade de um produto.UX (User Experience) - Experiência do Usuário.Smart match - Correspondência inteligente.Meta Ads - Plataforma de publicidade do Facebook.Machine Learning - Aprendizado de máquina.Audience - Audiência ou público.Pricing - Precificação.Signature - “Assinatura” ou característica distintiva/autêntica. Nesse caso usado para falar sobre o que distingue um criador de outro.Rise - Ascensão.Avatarização (Avatarization) - Criação de avatares digitais.Business de licensing (Licensing Business) - Modelo de negócios baseado em licenciamento.Tailwind - Tendência favorável para o mercado ou negócio MVP (Minimum Viable Product) - Produto Mínimo Viável.Landing Page - Página web projetada especificamente para converter visitantes em leads ou clientes, contendo informações relevantes e uma chamada para ação clara, geralmente associada a uma campanha de marketing específica.Virtual CAC (Customer Acquisition Cost) - Custo total de adquirir um novo cliente através de canais digitais, incluindo despesas com publicidade online, marketing de conteúdo, redes sociais e outras estratégias virtuais.Inbound Marketing - Estratégia de marketing focada em atrair clientes por meio de conteúdo relevante e valioso, criando conexões significativas com o público-alvo e resolvendo seus problemas, em vez de interrompê-los com métodos tradicionais de marketing.Excited - Empolgado.PR (Public Relations) - Relações Públicas.Enterprise Account - Contas de grandes empresas.Fundraising - Processo de captação de recursos.Flywheel - Metáfora para um ciclo de crescimento contínuo, em que uma etapa auxilia e acelera a outra.Unfair Advantage - Vantagem injusta.Economics - Economia.Kickstart - Dar início a algo.Commitment - Compromisso.Portfólio (Portfolio) - Conjunto de investimentos.Data Room - Conjunto de documentos com os principais dados da companhia compartilhado em um processo de fundraising.Series - Referente à Série de investimentos.Seed - Investimento inicial.Deck - Apresentação de slides.Top Line - Receita bruta.Optics - Percepção ou aparência externa.M&A (Mergers and Acquisitions) - Fusões e Aquisições.Hype - Grande quantidade de atenção, entusiasmo e expectativa gerada em torno de um produto, serviço, evento ou pessoa, muitas vezes impulsionada por campanhas de marketing, mídia social e influenciadores.Pipeline - Visualização ou representação das etapas e processos pelos quais uma oportunidade de negócio, projeto ou tarefa deve passar desde a sua concepção até a sua conclusão, usada para gerenciar e monitorar o progresso.See omnystudio.com/listener for privacy information.

(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: 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/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

All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (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

All-In with Chamath, Jason, Sacks & Friedberg Key Takeaways  DOGE is forcing the essential question: “What is the essential role of government?”The people who are complaining the loudest about DOGE are probably the ones who have committed the most fraud DOGE found USAID making some interesting payments:$1.5 million to “advance DEI in Serbia's workplaces and business communities”$2 million for sex changes and “LGBT activism” in Guatemala $70,000 for production of a “DEI musical” in Ireland The corrupt USAID payments force the question: “What is the real grassroot support for these left-wing policies all over the world?” “We know that the US government runs a $2 trillion deficit every year; we're in debt almost $40 trillion. We also knew that anytime anyone tries to cut anything in Washington, the whole city screams bloody murder. So the question is, why? Well, now we know: the money is all going to them – it is round-tripping to them.” – David Sacks USAID paid $8 million to Politico and several million dollars to the BBC; this may help to explain why certain political controversies, such as the Hunter Biden laptop story, were buried during the 2020 election cycle The Democrats have lost their way because they have forgotten “kitchen table issues” – the things that regular people care about and discuss at their kitchen tables “A sovereign wealth fund would be a stealthy way to create industrial policy in America.” – Antonio Gracias A US sovereign wealth fund can serve as a rainy-day fund for the nation and a place to store the enormous amounts of revenue that can be created from pro-energy policies Unleashing the American Productivity Machine: AI will cause job loss, but the amount of productivity that it will also enable in the US economy will be extraordinary GLP-1 drugs aren't just for weight loss and appetite control – they might protect the brain and heart but could come with risks for digestion, kidneys, and the pancreas Read the full notes @ podcastnotes.org(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

Myles Garrett Can Dictate Trade (at 12:00 mark) + Chamath Says NBA Competitor League Coming After Luka Trade to start the showSign Up for my PRIZEPICKS BONUS HERE https://prizepicks.onelink.me/ivHR/GUY   https://www.heyguy.co - to BUY HATS or send me an email $20 Off tickets for shows and games on the GAMETIME App with code "HAM" This episode is sponsored by/brought to you by BetterHelp. Give online therapy a try at betterhelp.com/GUY and get on your way to being your best self. Follow Guy on Instagram: https://www.instagram.com/guyhaberman/Follow Guy on X: https://twitter.com/GuyHabermanEnter the Guy's mailbag by leaving a question for in an Apple Podcasts review OR NOW YOU CAN EMAIL guy@heyguy.co Watch Guy's show on YouTubehttps://www.youtube.com/channel/UCUJPrxeyo3vQvDYS2IzvKMAOur Sponsors:* Check out PrizePicks: https://prizepicks.onelink.me/LME0/HABERMANAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The Tucker Carlson Show: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Chamath Palihapitiya on the emptiness of Silicon Valley, the future of technology and the promise of the new Trump Administration.  (00:00) The War Machine Takeover (03:22) Chamath's Dark Passenger (21:58) The Emptiness of Silicon Valley Elites (30:49) Is the US at Risk of Losing Its Place as Leader of the Free World? (35:37) The Traps That Kill American Ingenuity (48:00) The Climate Agenda vs. Artificial Intelligence (1:15:34) Origins of the All-In Podcast Paid partnerships with: ExpressVPN: Get 3 months free at https://ExpressVPN.com/Tucker Hallow prayer app: Get 3 months free at https://Hallow.com/Tucker PureTalk: Get your free Samsung Galaxy at https://PureTalk.com/Tucker Learn more about your ad choices. Visit megaphone.fm/adchoices

All-In with Chamath, Jason, Sacks & Friedberg: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- (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 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://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

Chamath Palihapitiya on the emptiness of Silicon Valley, the future of technology and the promise of the new Trump Administration.  (00:00) The War Machine Takeover (03:22) Chamath's Dark Passenger (21:58) The Emptiness of Silicon Valley Elites (30:49) Is the US at Risk of Losing Its Place as Leader of the Free World? (35:37) The Traps That Kill American Ingenuity (48:00) The Climate Agenda vs. Artificial Intelligence (1:15:34) Origins of the All-In Podcast Paid partnerships with: ExpressVPN: Get 3 months free at https://ExpressVPN.com/Tucker Hallow prayer app: Get 3 months free at https://Hallow.com/Tucker PureTalk: Get your free Samsung Galaxy at https://PureTalk.com/Tucker Learn more about your ad choices. Visit megaphone.fm/adchoices

17-Time World Series of Poker Champion Phil Hellmuth chats about his legacy, his investments, and how poker and business are incredibly similar. The views and opinions expressed in this video are solely those of the individuals featured and do not necessarily represent the views or opinions of Athletes & Assets. We do not accept liability for any advice given in this video, and viewers are encouraged to seek professional guidance before making any business decisions. Additionally, the participation of athletes in this video does not imply endorsement or sponsorship by their respective employers.

Skippy apologies and congratulates Theo on his polymarket victory. Doogles quizzes Skippy on the best YTD stock market performances through October. Doogles talks whether or not the AI bubble is behind us or ahead of us, using a recent Bridgewater report. The episode wraps by throwing shade at Chamath and discussing America's two economies.Join the Skippy and Doogles fan club. You can also get more details about the show at skippydoogles.com, show notes on our Substack, and send comments or questions to skippydoogles@gmail.com.