Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

(0:00) The Besties intro Andrew Ross Sorkin

(2:04) Market bump: Trump rally or a Bessent put?

(18:04) Are tariffs damaging the American "brand"? Apple's investment in India

(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea

(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem

(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE

(1:18:35) Science Corner: China's Thorium Breakthrough

Follow Andrew:

https://x.com/andrewrsorkin

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.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D

https://x.com/nic__carter/status/1909066161464959070

https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html

https://x.com/TheTranscript_/status/1915116330534998440

https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372

https://truthsocial.com/@realDonaldTrump

https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html

https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev

https://x.com/EconomyApp/status/1915501252420784499

https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech

https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025

https://doge.gov/savings

https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet

https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty

https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28

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Episoder(376)

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

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(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace thr...

15 Mai 1h 16min

Charles & Chase Koch on How They Quietly Built a $150B Empire

Charles & Chase Koch on How They Quietly Built a $150B Empire

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12 Mai 1h 35min

Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back

Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back

(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal ...

10 Mai 1h 11min

Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great ...

8 Mai 1h 22min

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings...

1 Mai 1h 20min

CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

(0:00) Intro: Steve Hilton is a Republican Brit Running for CA Governor (8:34) Zero Tax Under $100K and a 7.5% Flat Rate: Is It Fiscally Possible? (27:52) Why CA Homes Cost 3x More to Build (Unions, C...

29 Apr 1h 8min

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike

(0:00) Bestie intros! (4:55) SpaceX-Cursor deal, compute as leverage (18:33) SaaS bloodbath, debt bomb incoming, buy the dip? (46:20) New Apple CEO: John Ternus succeeds Tim Cook, what's next for Appl...

24 Apr 1h 30min

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OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuat...

17 Apr 1h 30min

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