Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

Trump's First Week: Inauguration Recap, Executive Actions, TikTok, Stargate + Sacks is Back!

(0:00) The Besties intro Thomas Laffont!

(6:22) Behind the scenes: Inauguration Weekend recap!

(15:58) Biggest takeaways from DC during the Inauguration

(31:38) Trump Executive Action breakdown

(33:39) TikTok's grace period extended, valuing the business, US new equity strategy?

(57:01) Jan 6th pardons, birthright citizenship

(1:09:49) Stargate: $500B AI investment, is Masa the GOAT?, bull case for OpenAI

(1:23:41) How electricity production capacity plays into the global AI race

(1:36:20) Netflix's stock rise correlates with some alarming societal trends

(1:47:40) BREAKING: AI/Crypto Czar David Sacks joins to discuss the President's three new EOs

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow Thomas Laffont:

https://www.linkedin.com/in/thomas-laffont-02430914

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/dontcallmeraylo/status/1882444994264629402

https://x.com/craigkellyXXX/status/1882170281722339700

https://www.wdsu.com/article/donald-trump-executive-orders-inauguration-parade/63486993

https://www.whitehouse.gov/presidential-actions

https://www.nytimes.com/2025/01/21/us/trump-birthright-citizenship.html

https://constitution.congress.gov/constitution/amendment-14

https://avalon.law.yale.edu/18th_century/fed74.asp

https://x.com/OpenAI/status/1881830103858172059

https://x.com/sama/status/1882106524090482701

https://x.com/GavinSBaker/status/1882081746877063677

https://x.com/elonmusk/status/1881923570458304780

https://x.com/elonmusk/status/1882303826214162580

https://x.com/satyanadella/status/1882340818289307954

https://x.com/GregKamradt/status/1881762305152872654

https://x.com/chamath/status/1881773205498876255

https://x.com/documentingbtc/status/1882530869010989287

https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology

https://www.whitehouse.gov/presidential-actions/2025/01/removing-barriers-to-american-leadership-in-artificial-intelligence

https://www.whitehouse.gov/presidential-actions/2025/01/presidents-council-of-advisors-on-science-and-technology

https://www.goodreads.com/quotes/489251-in-this-age-in-this-country-public-sentiment-is-everything

https://x.com/SpeakerJohnson/status/1882083118032846868

Episoder(348)

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked

(0:00) Bestie intros: Jason comes in hot, All-In's new Chairman Dictator, Holiday party recap, and more (7:54) Understanding the trade disruption in the Red Sea: Houthis, global impact on trade, the d...

23 Des 20231h 47min

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

E157: Epic legal win, OpenAI licensing deals, FCC targets Elon, Alex Jones reinstated & more

(0:00) Bestie intros: Mullets! (2:56) Recapping Friedberg's holiday party (9:29) Jury rules in favor of Epic Games over Google: How to handle the app store duopoly? (23:21) OpenAI inks deal with Axel ...

16 Des 20231h 39min

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

(0:00) Bestie intro! (3:12) Ivy League antisemitism hearings (21:55) State of the economy for consumers (34:55) Signs of life in SaaS, VC shutdowns, and more (44:59) Why Friedberg chose to take the ro...

8 Des 20231h 32min

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

E155: In conversation with Tucker Carlson, plus OpenAI chaos explained

(0:00) Bestie intros! Tucker Carlson joins the show (0:59) Tucker's departure from Fox News (10:49) The state of American society and the importance of rediscovering national alignment (30:53) Why pro...

1 Des 20232h 9min

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

E154: Presidential Candidate Dean Phillips in conversation with the Besties + Xi's SF visit & more

(0:00) Bestie intros! (1:25) Democratic Presidential Candidate Dean Phillips shares his business background (13:11) Dean's time in Congress: witnessing legal corruption, thoughts on Biden's mental sta...

17 Nov 20231h 56min

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

(0:00) Bestie Intros: Sacks keeps receipts! (1:14) Jared Kushner joins the show: background, Trump's campaign validation (13:12) State of Israel vs Hamas, escalation risks (23:04) Historical context a...

11 Nov 20231h 50min

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's "Cronkite Moment" & more

(0:00) Bestie intros, All-In CEO talk, and Chamath's research product (10:49) Ukraine has its "Cronkite Moment" (16:56) Market outlook: are we in for a Q4 rally? (22:05) CRE chaos: SF's firesales, und...

3 Nov 20231h 28min

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more

(0:00) Bestie intros! (1:16) WW3 risk, is WSJ trying to escalate US vs Iran? (22:02) Nuclear risks (33:28) Best case scenarios for de-escalation (40:34) Murky macro picture: Main Street disconnects fr...

27 Okt 20231h 43min

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