Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs report: what is the state of the economy? (57:52) Google avoids worst-case scenario in antitrust case 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://x.com/EdLudlow/status/1963763066988110177 https://www.whitehouse.gov/articles/2025/09/president-trump-tech-leaders-unite-american-ai-dominance https://www.youtube.com/watch?v=opn9soJ5TYM&t=11s https://truthsocial.com/@realDonaldTrump/posts/115119151783895076 https://www.congress.gov/bill/94th-congress/house-bill/3884 https://www.cbo.gov/publication/61697 https://x.com/tkl_adam/status/1963961233368924464 https://www.cbsnews.com/news/jobs-report-today-august-2025-three-takeways-federal-reserve https://www.cnbc.com/2025/09/02/google-antitrust-search-ruling.html https://polymarket.com/event/us-recession-in-2025?tid=1757216927232 https://www.wsj.com/opinion/google-antitrust-lawsuit-artificial-intelligence-amit-mehta-doj-trump-administration-d3b675b4

7 Sep 1h 7min

(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy & Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI & the Economy (35:10) Our Fragile Financial System (41:22) Government Employment & Appropriate Spending (48:18) COVID Cover Up & Dangers of Gain-of-function Research (1:01:00) Relations with China (1:05:52) Political Future Follow Senator Paul: https://x.com/senrandpaul Check out Deception: The Great Covid Cover-Up: https://www.amazon.com/Deception-Great-Cover-Up-Rand-Paul/dp/1684515130 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

5 Sep 1h 7min

(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security? (51:37) US Sovereign Wealth Fund (58:41) Why corporate bankruptcies are trending up in 2025 (1:12:12) OpenAI's novel LLM-based approach to longevity research Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.com 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.mena.launch.co https://www.politico.com/news/2025/08/25/trump-says-hes-firing-federal-reserve-governor-lisa-cook-00523841 https://www.nytimes.com/2025/08/28/us/politics/lisa-cook-trump-fed-lawsuit.html https://www.housingwire.com/articles/pulte-cook-new-criminal-referral-mortgage-fraud https://truthsocial.com/@realDonaldTrump/posts/115092130707196133 https://www.bloomberg.com/news/articles/2025-08-28/us-puts-gdp-data-on-the-blockchain-in-trump-crypto-push https://www.cnbc.com/2021/06/10/cpi-may-2021.html https://www.bloomberg.com/news/articles/2021-06-05/yellen-sees-recent-inflation-as-transitory-rather-than-permanent https://www.federalreserve.gov/newsevents/speech/powell20210827a.htm https://www.npr.org/2021/11/22/1052741845/biden-reappoints-jerome-powell-as-federal-reserve https://blockworks.co/news/powell-we-can-retire-the-term-transitory-inflation https://www.statista.com/chart/28437/interest-rate-hikes-in-past-tightening-cycles https://www.firstlinks.com.au/druckenmiller-biggest-mistake-history-fed https://www.pbs.org/newshour/economy/u-s-inflation-at-9-1-percent-a-record-high https://www.reuters.com/markets/us/futures-slip-last-trading-day-torrid-year-2022-12-30 https://www.warren.senate.gov/imo/media/doc/warren_hickenlooper_whitehouse_letter_to_fed_re_september_rate_cut.pdf https://www.washingtonpost.com/technology/2025/08/22/trump-says-intel-ceo-agreed-give-us-government-10-billion https://truthsocial.com/@realDonaldTrump/posts/114987288040725570 https://www.dallasnews.com/opinion/commentary/2025/08/08/time-for-a-pledge-to-control-government-spending https://www.spglobal.com/market-intelligence/en/news-insights/articles/2025/8/july-us-corporate-bankruptcy-filings-hit-highest-monthly-total-in-5-years-91873904 https://x.com/Pavel_Asparagus/status/1960369680457113764 https://demo.trypicnic.com https://seekingalpha.com/news/4490024-q2-gdp-growth-revised-higher-to-33-pce-increase-revised-lower-to-20 https://www.wsj.com/real-estate/commercial/the-bill-is-coming-due-on-a-record-amount-of-commercial-real-estate-debt-451ec8cb https://openai.com/index/accelerating-life-sciences-research-with-retro-biosciences

29 Aug 1h 31min

(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee (54:03) Russia/Ukraine: Trump's two summits, what endgame to expect? Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.com 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://x.com/autismcapital/status/1958566758719398351 https://fortune.com/2025/08/18/mit-report-95-percent-generative-ai-pilots-at-companies-failing-cfo https://www.cnbc.com/2025/08/18/openai-sam-altman-warns-ai-market-is-in-a-bubble.html https://www.theverge.com/command-line-newsletter/759897/sam-altman-chatgpt-openai-social-media-google-chrome-interview https://www.nytimes.com/2025/08/19/technology/mark-zuckerberg-meta-ai.html https://www.wsj.com/tech/ai/meta-ai-hiring-freeze-fda6b3c4 https://www.cnbc.com/2025/06/19/meta-tried-to-buy-safe-superintelligence-hired-ceo-daniel-gross.html https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html https://www.cnbc.com/2025/06/18/sam-altman-says-meta-tried-to-poach-openai-staff-with-100-million-bonuses-mark-zuckerberg.html https://polymarket.com/event/democratic-presidential-nominee-2028 https://www.politico.com/f/?id=00000198-c46f-da96-abff-d66f4c1e0000 https://www.businesswire.com/news/home/20250820615513/en/Statement-from-Marcus-Lemonis-Executive-Chairman-of-Bed-Bath-Beyond https://news.gallup.com/poll/693203/ukrainian-support-war-effort-collapses.aspx

22 Aug 1h 11min

(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI (18:44) Behind the Hunter Biden laptop story and COVID censorship (30:17) The NGO "Leviathan" and how censorship requests were laundered, Hamilton 68 (36:38) Russiagate and the Obama intel report on the 2016 Election (47:15) Russia-Ukraine War, possible peace deal, and US foreign policy Buy The Last Line of Defense: How to Beat the Left in Court: https://www.harpercollins.com/products/the-last-line-of-defense-eric-schmitt Follow Senator Schmitt: https://x.com/senericschmitt 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

20 Aug 1h

(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC police (1:05:39) Venture Capital: is it broken and what it will look like in the future? 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.psychologytoday.com/us/blog/urban-survival/202507/the-emerging-problem-of-ai-psychosis https://openai.com/index/how-we%27re-optimizing-chatgpt https://pubmed.ncbi.nlm.nih.gov/25910392 https://www.reddit.com/r/MyBoyfriendIsAI https://time.com/7307589/ai-psychosis-chatgpt-mental-health https://x.com/jburnmurdoch/status/1953811277463122162 https://www.nimh.nih.gov/health/statistics/major-depression https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services https://www.youtube.com/watch?v=7PtX8BNLn_c https://nypost.com/2021/05/01/teachers-union-collaborated-with-cdc-on-school-reopening-emails https://www.pbs.org/newshour/politics/trump-threatens-federal-takeover-of-dc-after-attack-on-former-doge-worker https://www.whitehouse.gov/presidential-actions/2025/08/declaring-a-crime-emergency-in-the-district-of-columbia https://www.nbcwashington.com/news/local/dc-police-commander-suspended-crime-statistics/3959566/ https://x.com/greg_price11/status/1955292615420588495 https://www.kvue.com/article/news/local/homeless/austin-homeless-heal-initiative-highway-183-oak-knoll-relocation/269-d09e5261-6b52-42c0-a550-a3dcf16fa6e7 https://www.usatoday.com/story/money/2025/06/24/fannie-mae-freddie-mac-privatization/84342221007 https://www.reuters.com/business/openai-eyes-500-billion-valuation-potential-employee-share-sale-source-says-2025-08-06

15 Aug 1h 32min

(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it (52:38) Socialism, OBBB impact on energy, does socialism in the US rely on Mamdani in NYC? (1:10:00) Tariffs update: $125B+ revenue so far, India and Switzerland hit hard, Trump's ad hoc approach (1:27:51) Nvidia chips being smuggled to China (1:31:13) Apple's $700B in buybacks since 2015 and failing AI strategy (1:40:09) Summer reading recommendations Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.com Follow Ben: https://x.com/benshapiro Follow Gavin: https://x.com/GavinSBaker Follow Phil: https://x.com/pdeutch 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.bloomberg.com/news/articles/2025-08-08/openai-s-gpt-5-met-with-mixed-reviews-confusion-in-first-day https://www.anthropic.com/news/build-ai-in-america https://www.youtube.com/watch?v=whE75zEFBpU https://www.census.gov/library/visualizations/time-series/demo/historic.html https://www.justice.gov/opa/pr/two-chinese-nationals-arrested-complaint-alleging-they-illegally-shipped-china-sensitive https://www.ft.com/content/6f806f6e-61c1-4b8d-9694-90d7328a7b54

9 Aug 1h 50min

(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade deal Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Get The Besties All-In Tequila: https://tequila.allin.com 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://x.com/chamath/status/1950673622059667764 https://www.newsweek.com/microsoft-layoffs-h1b-visa-applications-2094370 https://www.wsj.com/business/media/amazon-to-pay-new-york-times-at-least-20-million-a-year-in-ai-deal-66db8503 https://x.com/simonw/status/1950592653047062578 https://fred.stlouisfed.org/series/A191RL1Q225SBEA https://www.youtube.com/watch?v=aYn8VKW6vXA https://www.cnbc.com/2025/07/30/gdp-q2-2025-.html https://www.cnn.com/business/live-news/federal-reserve-interest-rate-07-30-25 https://www.weforum.org/stories/2025/07/the-eu-us-trade-deal-explained-eu-competitiveness https://apps.bea.gov/iTable/?reqid=19&step=3&isuri=1&1921=survey&1903=84 https://www.google.com/finance/quote/SPY:NYSEARCA

1 Aug 1h 23min