All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor (1:06:02) Science Corner: Stem cell-driven aging reversal out of China (1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair? (1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings Get All-In Tequila: https://tequila.allin.com [https://tequila.allin.com] Join us at All-In Summit: https://allin.com/summit [https://allin.com/summit] 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://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665 [https://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665] https://x.com/whitehouse/status/1938053287535616085 [https://x.com/whitehouse/status/1938053287535616085] https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html [https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html] https://x.com/DavidSacks/status/1936973199734079907 [https://x.com/DavidSacks/status/1936973199734079907] https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio [https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio] https://x.com/BillClinton/status/1937937455065293017 [https://x.com/BillClinton/status/1937937455065293017] https://x.com/chuckschumer/status/1937890929689420209 [https://x.com/chuckschumer/status/1937890929689420209] https://www.cnn.com/2025/06/25/investing/stock-market-record-dow [https://www.cnn.com/2025/06/25/investing/stock-market-record-dow] https://fred.stlouisfed.org/series/M2SL [https://fred.stlouisfed.org/series/M2SL] https://fred.stlouisfed.org/series/MMMFFAQ027S [https://fred.stlouisfed.org/series/MMMFFAQ027S] https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department [https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department] https://polymarket.com/event/fed-decision-in-september?tid=1751083141866 [https://polymarket.com/event/fed-decision-in-september?tid=1751083141866] https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295 [https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295] https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114 [https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114] https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html [https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html] https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25 [https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25]

(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more (42:41) Why Apple is fumbling AI and how they can fix it? (57:02) IPOs and M&A heating up in 2025 (1:16:18) State of liquidity: SPACs, Direct Listings, and more (1:25:40) Amazon's "kingmaker" position, job displacement (1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate (1:52:13) Animal trailer Follow Thomas Laffont: https://x.com/thomas_coatue [https://x.com/thomas_coatue] Animal Trailer: https://www.youtube.com/watch?v=8NNW5r63oXU [https://www.youtube.com/watch?v=8NNW5r63oXU] 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://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers [https://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers] https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html [https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html] https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html [https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html] https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution [https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution] https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18 [https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18] https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5 [https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5] https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05 [https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05] https://x.com/JoannaStern/status/1933564098291048764 [https://x.com/JoannaStern/status/1933564098291048764] https://www.youtube.com/watch?v=wCEkK1YzqBo [https://www.youtube.com/watch?v=wCEkK1YzqBo] https://x.com/chamath/status/1932157508698919320 [https://x.com/chamath/status/1932157508698919320] https://www.renaissancecapital.com/IPO-Center/Stats/Pricings [https://www.renaissancecapital.com/IPO-Center/Stats/Pricings] https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai [https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai] https://x.com/chamath/status/1935369326321877153 [https://x.com/chamath/status/1935369326321877153] https://x.com/chamath/status/1935740807925100853 [https://x.com/chamath/status/1935740807925100853] https://www.google.com/finance/quote/COIN:NASDAQ [https://www.google.com/finance/quote/COIN:NASDAQ] https://www.google.com/finance/quote/SPOT:NYSE [https://www.google.com/finance/quote/SPOT:NYSE] https://x.com/ylecun/status/1935108028891861393 [https://x.com/ylecun/status/1935108028891861393] https://x.com/ben_j_todd/status/1934284189928501482 [https://x.com/ben_j_todd/status/1934284189928501482] https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0 [https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0] https://companiesmarketcap.com/microsoft/revenue [https://companiesmarketcap.com/microsoft/revenue] https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0 [https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0] https://www.youtube.com/watch?v=8NNW5r63oXU [https://www.youtube.com/watch?v=8NNW5r63oXU]

(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: https://www.okx.com [https://www.okx.com] Check out Circle: https://www.circle.com [https://www.circle.com] 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]

**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids, LA riots, immigration debate (46:08) Strong macro data: inflation, tariff revenue, GDP, jobs (1:14:00) Big, Beautiful Bill update: State of the bill, Senate math, how Trump should handle dissent in Congress (1:29:15) War with Iran? Follow Tucker: https://x.com/TuckerCarlson [https://x.com/TuckerCarlson] 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/opensourcezone/status/1932911958254366989 [https://x.com/opensourcezone/status/1932911958254366989] https://x.com/opensourcezone/status/1932632620140990635 [https://x.com/opensourcezone/status/1932632620140990635] https://x.com/opensourcezone/status/1932563726583882126 [https://x.com/opensourcezone/status/1932563726583882126] https://x.com/opensourcezone/status/1932633885822591032 [https://x.com/opensourcezone/status/1932633885822591032] https://x.com/opensourcezone/status/1932861766456738083 [https://x.com/opensourcezone/status/1932861766456738083] https://x.com/iapolls2022/status/1932476702644387955 [https://x.com/iapolls2022/status/1932476702644387955] https://x.com/iapolls2022/status/1933156707275874743 [https://x.com/iapolls2022/status/1933156707275874743] https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html [https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html] https://www.wsj.com/articles/SB994028904620983237 [https://www.wsj.com/articles/SB994028904620983237] https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard [https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard] https://x.com/elonmusk/status/1931896196836081975 [https://x.com/elonmusk/status/1931896196836081975] https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them [https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them] https://www.nytimes.com/2025/06/10/us/politics/fetterman-la-protests-anarchy.html [https://www.nytimes.com/2025/06/10/us/politics/fetterman-la-protests-anarchy.html] https://www.newsweek.com/trump-tariff-revenue-may-2079077 [https://www.newsweek.com/trump-tariff-revenue-may-2079077] https://www.cnbc.com/2025/06/11/heres-the-inflation-breakdown-for-may-2025-in-one-chart.html [https://www.cnbc.com/2025/06/11/heres-the-inflation-breakdown-for-may-2025-in-one-chart.html] https://www.atlantafed.org/cqer/research/gdpnow [https://www.atlantafed.org/cqer/research/gdpnow] https://x.com/eliant_capital/status/1932886788030541850 [https://x.com/eliant_capital/status/1932886788030541850] https://bipartisanpolicy.org/report/deficit-tracker [https://bipartisanpolicy.org/report/deficit-tracker] https://www.nytimes.com/2025/06/11/climate/world-bank-nuclear-power-funding-ban.html [https://www.nytimes.com/2025/06/11/climate/world-bank-nuclear-power-funding-ban.html] https://x.com/DavidSacks/status/1932933894317162546 [https://x.com/DavidSacks/status/1932933894317162546] https://www.jointheresponsibleparty.com/p/coming-soon [https://www.jointheresponsibleparty.com/p/coming-soon] https://trumpcard.gov [https://trumpcard.gov]

(0:00) David Friedberg welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial astronaut (16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things (31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry (48:31) The truth behind Jared's nomination being withdrawn by President Trump Follow Jared: https://x.com/rookisaacman [https://x.com/rookisaacman] 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/114605559474286180 [https://truthsocial.com/@realDonaldTrump/posts/114605559474286180] https://www.youtube.com/watch?v=3pv01sSq44w [https://www.youtube.com/watch?v=3pv01sSq44w] https://x.com/elonmusk/status/1439412791815950336 [https://x.com/elonmusk/status/1439412791815950336] https://www.youtube.com/watch?v=MaJmUUtr2SI [https://www.youtube.com/watch?v=MaJmUUtr2SI]