All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros! (0:58) Reacting to Trump targeting China and postponing all other reciprocal tariffs (21:21) Measures for success of tariffs, debating the impact of letting China into the WTO (46:14) Is the US being exploited on trade? Was free trade a mistake? (1:02:01) Recession chances, How the Trump administration gathers information (1:19:39) Future of the Democratic Party, Abundance agenda, DOGE (1:51:00) The Besties recap the debate and Chamath recaps the Breakthrough Prize Ceremony Follow Larry: https://x.com/LHSummers [https://x.com/LHSummers] Follow Ezra: https://x.com/ezraklein [https://x.com/ezraklein] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://truthsocial.com/@realDonaldTrump/posts/114309144289505174 [https://truthsocial.com/@realDonaldTrump/posts/114309144289505174] https://x.com/WhiteHouse/status/1910058352278708638 [https://x.com/WhiteHouse/status/1910058352278708638] https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8 [https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8] https://breakthroughprize.org [https://breakthroughprize.org]

(0:00) The Besties welcome Ben Shapiro and Antonio Gracias (1:54) Why Antonio is helping out and what it's like working with DOGE (4:56) DOGE's latest findings: illegal immigration, social security, and more (27:59) Was Biden's open border policy a Dem strategy to expand their voter base? (39:55) Tariffs: Liberation Day chaos, reactions, strategy (55:26) Impact, consequences, and risks for the Trump Administration (1:13:50) How the US can thrive in a high-tariff world (1:31:33) Future US political landscape if the tariff strategy fails (1:42:27) Chamath recaps his best-performing asset of 2025 + wrap Follow Antonio: https://x.com/AntonioGracias [https://x.com/AntonioGracias] Follow Ben: https://x.com/benshapiro [https://x.com/benshapiro] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://x.com/AntonioGracias/status/1906877800511893670 [https://x.com/AntonioGracias/status/1906877800511893670] https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860 [https://polymarket.com/event/magnificent-7-shrinks-below-30-of-sp-500-in-2025?tid=1743434648860] https://x.com/Geiger_Capital/status/1907553323387072774 [https://x.com/Geiger_Capital/status/1907553323387072774] https://x.com/enriqueabeyta/status/1907796286763409439 [https://x.com/enriqueabeyta/status/1907796286763409439] https://x.com/Geiger_Capital/status/1907622848149037509 [https://x.com/Geiger_Capital/status/1907622848149037509] https://x.com/litcapital/status/1907813630227173534 [https://x.com/litcapital/status/1907813630227173534] https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0 [https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0] https://www.hoover.org/publications/goodfellows [https://www.hoover.org/publications/goodfellows] https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486 [https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486]

(0:00) Friedberg and Jason are live from Austin! (2:51) How building an audience has impacted the Besties (11:15) Colin & Samir join the Besties! (12:01) Evolution of short-form and long-form content (22:18) Business models for creatives (35:04) Advice to up and coming creators (42:10) Chris Williamson joins the Besties! (50:17) Making it seem effortless (57:47) Monetizing content (1:05:02) Scaling a one-man show (1:19:15) Bryan Johnson joins the Besties! (1:20:13) Spotify’s move to video (1:21:21) Bryan’s Ketamine experience (1:28:03) Creators and value props (1:36:52) Issues with the US food industry (1:43:10) Top tips for healthy living Thanks to our partners for making this happen: Gemini: Go to https://www.gemini.com/allin [https://www.gemini.com/allin] to get $50 in bitcoin when you sign up and trade. Function Health: Go to https://www.functionhealth.com/allin [https://www.functionhealth.com/allin] and use gift code ALLIN100 at checkout to get a $100 credit toward membership - limited to the first 1K listeners. NIAGEN Plus IVs: Visit https://www.niagenplus.com [https://www.niagenplus.com] to discover the future of cellular performance. Follow Colin and Samir: https://www.youtube.com/@ColinandSamir [https://www.youtube.com/@ColinandSamir] https://x.com/ColinandSamir [https://x.com/ColinandSamir] Follow Chris Williamson: https://www.youtube.com/@ChrisWillx [https://www.youtube.com/@ChrisWillx] https://x.com/ChrisWillx [https://x.com/ChrisWillx] Follow Bryan Johnson: https://www.youtube.com/@BryanJohnson [https://www.youtube.com/@BryanJohnson]   https://x.com/bryan_johnson [https://x.com/bryan_johnson] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect]

(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 [https://x.com/GavinSBaker] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [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/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://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25] https://modelcontextprotocol.io/introduction [https://modelcontextprotocol.io/introduction] https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo [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://www.youtube.com/watch?v=A8wJc7vHcTs] https://x.com/JohnArnoldFndtn/status/1905296181208416744 [https://x.com/JohnArnoldFndtn/status/1905296181208416744] https://x.com/chamath/status/1904547884877701610 [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.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.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://www.statista.com/statistics/696152/homicide-rate-in-el-salvador] https://x.com/Sec_Noem/status/1905034256826408982 [https://x.com/Sec_Noem/status/1905034256826408982]

(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation (1:12:57) Space rescue, SpaceX vs China, lunar landing Thanks to our partners for making this happen: Hims: https://www.hims.com | https://www.forhers.com [https://www.forhers.com] Gemini: https://www.gemini.com/allin [https://www.gemini.com/allin] iTrustCapital (use code allin): https://www.itrustcapital.com/allin [https://www.itrustcapital.com/allin] Follow Cyan: https://x.com/cyantist [https://x.com/cyantist] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: Bessent interview: https://youtu.be/lSma9suyp24 [https://youtu.be/lSma9suyp24] Lutnick interview: https://youtu.be/182ckTL2KBA [https://youtu.be/182ckTL2KBA] https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html [https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html] https://x.com/Tim_Walz/status/1902197581586833643 [https://x.com/Tim_Walz/status/1902197581586833643] https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161 [https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161] https://x.com/elonmusk/status/1519735033950470144 [https://x.com/elonmusk/status/1519735033950470144] https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7 [https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7] https://x.com/thesamparr/status/1902385138308104685 [https://x.com/thesamparr/status/1902385138308104685] https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223 [https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223] https://www.cnbc.com/quotes/US10Y [https://www.cnbc.com/quotes/US10Y] https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html [https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html] https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship [https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship] https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791 [https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791]