E55: Valuing crypto projects, Rivian worth $100B+, inflation: causes and corrections and more

(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings (1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI Get All-In Tequila: https://tequila.allin.com Join us at All-In Summit: https://allin.com/summit 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/chamath/status/1939049133362319363 https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH https://x.com/Jason/status/1940546432190369871 https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981 https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01 https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/ https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech https://x.com/chamath/status/1927373268828266795 https://x.com/elonmusk/status/1939762942851027127 https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02 https://x.com/RayDalio/status/1940507002037240242 https://x.com/balajis/status/1940094433699234181 https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8 https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders https://x.com/cremieuxrecueil/status/1937644999790985324 https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01 https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025 https://polymarket.com/event/fed-decision-in-september?tid=1751571922163

4 Heinä 1h 25min

(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor (1:06:02) Science Corner: Stem cell-driven aging reversal out of China (1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair? (1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings Get All-In Tequila: https://tequila.allin.com Join us at All-In Summit: https://allin.com/summit 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://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665 https://x.com/whitehouse/status/1938053287535616085 https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html https://x.com/DavidSacks/status/1936973199734079907 https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio https://x.com/BillClinton/status/1937937455065293017 https://x.com/chuckschumer/status/1937890929689420209 https://www.cnn.com/2025/06/25/investing/stock-market-record-dow https://fred.stlouisfed.org/series/M2SL https://fred.stlouisfed.org/series/MMMFFAQ027S https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department https://polymarket.com/event/fed-decision-in-september?tid=1751083141866 https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295 https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114 https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25

28 Kesä 1h 47min

(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 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://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

21 Kesä 1h 52min

(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com 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

19 Kesä 45min

**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids, LA riots, immigration debate (46:08) Strong macro data: inflation, tariff revenue, GDP, jobs (1:14:00) Big, Beautiful Bill update: State of the bill, Senate math, how Trump should handle dissent in Congress (1:29:15) War with Iran? Follow Tucker: https://x.com/TuckerCarlson 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/opensourcezone/status/1932911958254366989 https://x.com/opensourcezone/status/1932632620140990635 https://x.com/opensourcezone/status/1932563726583882126 https://x.com/opensourcezone/status/1932633885822591032 https://x.com/opensourcezone/status/1932861766456738083 https://x.com/iapolls2022/status/1932476702644387955 https://x.com/iapolls2022/status/1933156707275874743 https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html https://www.wsj.com/articles/SB994028904620983237 https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard https://x.com/elonmusk/status/1931896196836081975 https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them https://www.nytimes.com/2025/06/10/us/politics/fetterman-la-protests-anarchy.html https://www.newsweek.com/trump-tariff-revenue-may-2079077 https://www.cnbc.com/2025/06/11/heres-the-inflation-breakdown-for-may-2025-in-one-chart.html https://www.atlantafed.org/cqer/research/gdpnow https://x.com/eliant_capital/status/1932886788030541850 https://bipartisanpolicy.org/report/deficit-tracker https://www.nytimes.com/2025/06/11/climate/world-bank-nuclear-power-funding-ban.html https://x.com/DavidSacks/status/1932933894317162546 https://www.jointheresponsibleparty.com/p/coming-soon https://trumpcard.gov

13 Kesä 1h 42min

(0:00) David Friedberg welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial astronaut (16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things (31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry (48:31) The truth behind Jared's nomination being withdrawn by President Trump Follow Jared: https://x.com/rookisaacman 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/114605559474286180 https://www.youtube.com/watch?v=3pv01sSq44w https://x.com/elonmusk/status/1439412791815950336 https://www.youtube.com/watch?v=MaJmUUtr2SI

4 Kesä 1h

(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32) Addressing overregulation at the local level (17:05) Ambitions for his post-Mayor career (21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Thanks to our partners for helping make this happen! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com Follow Mayor Suarez: https://x.com/francissuarez 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

3 Kesä 24min

(0:00) Bestie intros! (1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation (25:17) Doom vs Boom in AI: Job Destruction or Abundance? (52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues (1:17:14) US Steel/Nippon Steel deal: national champions and golden votes 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://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025 https://www.aipanic.news/p/the-ai-existential-risk-industrial https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill https://x.com/nypost/status/1760623631283954027 https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312 https://x.com/chamath/status/1927847516500009363 https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html https://x.com/DavidSacks/status/1927796514337746989 https://x.com/StephenM/status/1926715409807397204 https://x.com/neilksethi/status/1926981646718206243 https://thehill.com/opinion/finance/5320248-the-bond-market-is-missing-the-real-big-beautiful-story https://x.com/chamath/status/1928536987558105122 https://x.com/chamath/status/1927373268828266795 https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.cnbc.com/2025/01/03/biden-blocks-us-steel-takeover-by-japans-nippon-steel-citing-national-security.html https://truthsocial.com/@realDonaldTrump/posts/114558783827880495

31 Touko 1h 29min