E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

Follow the crew:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/MikeSylvan

Referenced in the show:

M1 Money Stock

https://fred.stlouisfed.org/series/M1

Friedberg's Spy Situation

https://www.justice.gov/opa/pr/chinese-national-who-worked-monsanto-indicted-economic-espionage-charges

Sacks' thoughts on Wilkinson cancellation

https://twitter.com/DavidSacks/status/1352432977460957185

Show Notes:

0:00 Bestie intro, Inauguration talk, Impeachment implications

20:22 Trump as a successful change agent, Facebook's Oversight Board overseeing Trump's appeal

34:07 Will Big Tech be regulated like utilities? Friedberg tells a spy story

44:15 Breaking down the $1.9T Stimulus package, needs for infrastructure bill, worst-case scenarios

55:06 How the tech ecosystem plays into inequality & how to fix it

1:04:00 Recalling California Governor Gavin Newsom, California's lockdown incompetence

1:17:32 Sacks rebukes cancel culture, this time from the right-wing mob

Jaksot(348)

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount ...

21 Tammi 32min

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:1...

17 Tammi 1h 10min

Supercharging a New FDA: Marty Makary on Science, Power & Patients

Supercharging a New FDA: Marty Makary on Science, Power & Patients

(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals saf...

15 Tammi 1h 29min

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DE...

13 Tammi 1h 9min

All-In's 2026 Predictions

All-In's 2026 Predictions

(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) ...

10 Tammi 1h 31min

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda wa...

9 Tammi 1h 27min

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking g...

8 Tammi 51min

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouT...

31 Joulu 20251h 43min

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