The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

(0:00) The Besties welcome John and Patrick Collison!

(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators

(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy

(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years

(43:51) Crypto Corner: Milei's Memecoin embarrassment

(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model

(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up

(1:30:22) Science Corner: Asteroid update

(1:35:42) Why Stripe hasn't gone public yet, despite great metrics

Register for All-In at SXSW:

https://allin.com/events

Follow John:

https://x.com/collision

Follow Patrick:

https://x.com/patrickc

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://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html

https://x.com/Zigmanfreud/status/1890202488596492620

https://www.coworker.org/petitions/professional-dignity

https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings

https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts

https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883

https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html

https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html

https://arcinstitute.org

https://blogs.nvidia.com/blog/evo-2-biomolecular-ai

https://artificialanalysis.ai/models/grok-3

https://x.com/GavinSBaker/status/1891721991444447343

https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266

https://x.com/AsteroidWatch/status/1892338055354159256

https://x.com/AsteroidWatch/status/1892631907646447746

Episoder(349)

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

E52: Trump's SPAC, peak venture liquidity, tech as an economic ladder, Dems overplaying their hand

Show Notes: 0:00 Bestie weight loss strategies, poker recap 13:19 Trump SPAC, how he can leverage the capital intelligently, building vs. acquiring, and more 33:43 Peak venture returns, tech landscape...

23 Okt 20211h 27min

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

E51: Supply Chain Shortages, Inflation, DeSantis, Ted Sarandos Netflix Memo, Cancel Culture, Fan Q&A

Show Notes: 00:00 Cold Open 01:19 Titles 01:01 Intro Banter 04:24 Supply chain, labor shortage, 34:04 Taiwan 43:14 Sacks Desantis 47:00 Dave Chappelle 01:08:24 FDA 01:23:27 Question 1 01:27:08 Questi...

16 Okt 20211h 33min

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

E50: Crypto investing deep dive, Facebook's whistleblower fallout, Chappelle's new special & more

Show Notes: 0:00 Mercury is in retrograde & impacting the besties 2:01 Sacks on Solana, sophisticated crypto strategies, crypto deep dive 26:23 Building regulatory framework for utility tokens, instit...

9 Okt 20211h 23min

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

E49: Coinbase CEO reflects on controversial blog, state of the markets, 1000 unicorns, tax reform & more

Show Notes: 0:00 Brian Armstrong follows up on his one-year old blog post "Coinbase is a mission focused company" 19:27 Authoritarianism on the left 33:04 Newsom's new vaccine mandate, NBA vaccine cov...

2 Okt 20211h 29min

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

E48: The role of decentralization, China/US break down & more with Bestie Guestie Balaji Srinivasan

Show Notes: 0:00 Bestie Guestie Balaji Srinivasan is introduced 6:01 Balaji's day in the life, Coinbase background, comparing crypto with early 2000's p2p music industry, China's lawful evil 16:09 Chi...

25 Sep 20211h 28min

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

E47: Facebook's week from hell, Ellen Pao on sexism in Elizabeth Holmes coverage, Newsom's win, frauds & more

Show Notes: 0:00 Besties intro, TPB Symposium recap, rapid generations in tech 7:00 UBI, incentives for success, social safety nets 19:45 Newsom's recall victory in California, where the GOP went wron...

18 Sep 20211h 35min

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

E46: False Ivermectin narratives, regulatory grift, wartime mentality in solving issues & more | LIVE from TPB Symposium!

Show Notes: 0:00 Open: LIVE from TPB Symposium 1:18 False Ivermectin story fools Rolling Stone, Rachel Maddow & more 15:47 Biden's recently announced vaccine mandates, why US hasn't been able to solve...

14 Sep 20211h 12min

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

E45: Theranos & VC fraud risks, China bans video games, Texas SB8, Apple app store, CA fires, Rogan

Show Notes: 00:00 Besties recap, it's Chamath's Birthday, Callin app 08:58 What should protocol be for conferences & live events? 12:58 Fake it before you make it, the Elizabeth Holmes Theranos trial ...

4 Sep 20211h 24min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
utbytte
pengepodden-2
pengesnakk
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
tid-er-penger-en-podcast-med-peter-warren
okonomiamatorene
stormkast-med-valebrokk-stordalen
rss-fa-makro
rss-andelige-tanker-med-camillo
rss-markedspuls-2