All-In with Chamath, Jason, Sacks & Friedberg10 Jun

Dan Dreyfus: America's Critical Minerals Crisis is Here

(0:00) Dan Dreyfus Presents: The Future of Critical Minerals

(0:33) America's "Capital Light Era" is over, rapid supply/demand shocks

(5:40) Impact of China cutting off the US from critical minerals

(8:18) Copper's Rise: The next 18 years need as much as the last 10,000

(12:00) Dollar Debasement: $140T in debt and why hard assets win

(13:50) The Grid is Dying: Blackouts, bottlenecks, and the craft labor crisis

(19:10) How to invest in the commodity supercycle

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Thanks to our partners for making this possible!

EY - Liquidity, growth, and what's next for organizations were front and center at the Summit. EY helps turn liquidity challenges into sustainable value.

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NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.

https://www.nyse.com

Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.

https://www.plaud.ai

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

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Episoder(391)

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19 Jun 1h 24min

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

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13 Jun 1h 42min

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

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12 Jun 1h 7min

Senators John Fetterman and Dave McCormick: Bipartisanship, Money in DC, Datacenters, Graham Platner

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10 Jun 43min

Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage

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9 Jun 28min

Nikesh Arora: Mythos is Real, Analytical SaaS is Dead, and Google can be a $10T company

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8 Jun 31min

Inside the Private Stock Market Boom: SpaceX, Anthropic, OpenAI & the Rise of Secondaries

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7 Jun 39min