The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

(0:00) The Besties welcome Gavin Baker back on the show!

(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back

(16:22) US vs China in AI: Manus, China building its own Nvidia, and more

(28:37) The Administration's endgame for tariffs

(53:05) Signalgate: context and fallout

(1:09:42) El Salvador deportations

Follow Gavin:

https://x.com/GavinSBaker

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.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27

https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25

https://modelcontextprotocol.io/introduction

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://www.youtube.com/watch?v=A8wJc7vHcTs

https://x.com/JohnArnoldFndtn/status/1905296181208416744

https://x.com/chamath/status/1904547884877701610

https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151

https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua

https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador

https://x.com/Sec_Noem/status/1905034256826408982

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(376)

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome

Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome

(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong Abo...

3 Mar 49min

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot

(0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, and Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection ...

28 Feb 1h 21min

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

Epstein Files Special: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files

(0:00) David Sacks introduces Saagar Enjeti and Michael Tracey (1:04) Reacting to the arrest of Prince Andrew in the UK, Epstein's global finance network (11:24) Who was Jeffrey Epstein, and what is t...

20 Feb 1h 47min

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

Debt Spiral or NEW Golden Age? Super Bowl Insider Trading, Booming Token Budgets, Ferrari's New EV

(0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate i...

13 Feb 1h 13min

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

CZ's Untold Story: The Rise, Fall, and Redemption of Binance's Founder

(0:00) From China to Canada (6:13) CZ's Early Career: Shockingly Normal (17:39) First Company in Shanghai (23:08) Discovering Bitcoin (30:11) Going All-In on Crypto (41:27) Founding Binance (1:03:57) ...

10 Feb 1h 57min

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

Epstein Files, Is SaaS Dead?, Moltbook Panic, SpaceX xAI Merger, Trump's Fed Pick

(0:00) Besties intros: Brad Gerstner joins the show (3:16) Epstein Files (15:45) SaaS stocks crash out (35:11) Moltbook panic (47:37) Trump selects Kevin Warsh as new Fed Chair, replacing Jerome Powel...

7 Feb 1h 19min

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

ICE Chaos in Minneapolis, Clawdbot Takeover, Why the Dollar is Dropping

(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, en...

30 Jan 1h 30min

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026

(0:00) Intro (0:50) Circle CEO Jeremy Allaire on stablecoins post-GENIUS Act, interest rate impact, growth in 2026, and the future of money in an AI world (52:33) CrowdStrike CEO George Kurtz on cyber...

25 Jan 2h 14min

Populært innen Business og økonomi

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