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)

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

E134: Ukraine counteroffensive, China tensions, COVID Patient Zero, RFK Jr reaction & more

(0:00) Bestie intros!: Bad conference lunches, hair fluffers, and focus groups (12:36) Zuck vs. Elon cage match (15:50) Ukraine / Russia updates: underwhelming counteroffensive, reported peace deal re...

24 Jun 20231h 33min

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

E133: Market melt-up, IPO update, AI startups overheat, Reddit revolts & more with Brad Gerstner

(0:00) Bestie intros: Chamath flies public + Poker recap (8:12) FED pauses hikes momentarily, IPO window status, state of the market (25:10) Film, cold plunge, and sauna talk (33:25) AI's impact on te...

16 Jun 20231h 58min

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

E132: SEC goes after crypto giants, Sequoia splits, LIV/PGA, Messi's deal + LIVE Q&A!

(0:00) Bestie intros! (1:48) Why RFK Jr. is resonating (7:52) US crypto crackdown: action against Binance & Coinbase (26:08) Sequoia splits off its China and India/SE Asia businesses (41:55) PGA merge...

10 Jun 20231h 42min

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

(0:00) Bestie intros + Vegas recap! (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president! (30:43) Debt ceiling agreement, US debt situation,...

2 Jun 20231h 35min

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more

(0:00) Bestie intros! (3:03) Sacks goes behind the scenes on the DeSantis Twitter Spaces experience (28:18) Debt ceiling, government spending, and lack of accountability (40:44) Ways to force more gov...

26 Mai 20231h 37min

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more

(0:00) Bestie intros!: Reddit Performance Reviews (5:14) Quick AIS 2023 update (6:27) AI Senate hearing: Sam Altman playing chess with regulators, open-source viability (21:25) Regulatory capture angl...

19 Mai 20231h 28min

E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more

E128: Google enters AI wars, Druck's warning, Trump crushes CNN & more

(0:00) All-In Summit 2023 announcement! (3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma (18:33) AI regulation updates (23:41) Druckenmiller's warning, macro overview (40...

12 Mai 20231h 19min

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

E127: Presidential Candidate Robert F. Kennedy Jr. in conversation with the Besties

(0:00) Bestie intros! (0:49) Jason and Sacks intro Robert F. Kennedy Jr. (3:46) Foreign policy: Ukraine / Russia (17:17) Foreign policy: Taiwan / China (18:57) Government spending: Fiscal responsibili...

5 Mai 20232h 1min

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