Episodios

  • Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down
    May 2 2025

    (0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!

    (4:05) Is Sacks back?

    (8:19) Reflecting on Trump's first 100 days

    (28:16) Global trade disruption, how businesses are dealing with tariffs

    (49:14) Amazon flip-flops on its tariff pricing feature, national security issues

    (1:04:13) AI agents, 1,000,000X'ing AI, and more

    Follow Aaron Levie:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://en.wikipedia.org/wiki/OODA_loop

    https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146

    https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html

    https://x.com/Molson_Hart/status/1915248938753392642

    https://x.com/SecScottBessent/status/1917697018551754802

    https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html

    https://x.com/chamath/status/1908239828283777393

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

    https://manus.im

    https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo

    https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369

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    1 h y 35 m
  • Brooke Rollins, Secretary of Agriculture | All-In in DC!
    May 2 2025

    (0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins!

    (1:32) How she ended up in Trump's two administrations, history of the USDA

    (16:56) Trump's first 100 days, what needs to be reformed in the USDA

    (21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration

    (30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background

    (34:33) State of US farming in 2025, labor costs, opening up new markets, and more

    (42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    50 m
  • Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
    Apr 26 2025

    (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

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    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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    1 h y 30 m
  • Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
    Apr 19 2025
    (0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: https://x.com/TimJDillon Check out Tim's new special: https://www.netflix.com/title/81992010 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.youtube.com/watch?v=wUzmVo2dZNs https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866 https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08 https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800 https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805 https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08 https://www.bis.gov https://www.cnbc.com/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html https://www.bloomberg.com/news/articles/2025-03-31/trump-administration-to-review-billions-in-grants-to-harvard https://www.harvard.edu/research-funding/wp-content/uploads/sites/16/2025/04/Letter-Sent-to-Harvard-2025-04-11.pdf https://www.harvard.edu/president/news/2025/the-promise-of-american-higher-education https://apnews.com/article/harvard-trump-administration-federal-cuts-antisemitism-0a1fb70a2c1055bda7c4c5a5c476e18d https://www.cnn.com/2025/04/16/politics/irs-harvard-tax-exempt-status/index.html https://www.boston.com/news/local-news/2024/09/05/harvard-comes-in-dead-last-in-nationwide-free-speech-rankings https://en.wikipedia.org/wiki/Bob_Jones_University_v._United_States https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard https://www.thecrimson.com/article/2022/7/13/faculty-survey-political-leaning https://www.reuters.com/world/europe/ukraines-parliament-extends-martial-law-until-august-2025-04-16 https://www.nature.com/articles/s41586-023-06537-z https://www.nature.com/articles/d41586-025-00848-z https://www.researchgate.net/publication/389907980_Organelle-tuning_condition_robustly_fabricates_energetic_mitochondria_for_cartilage_regeneration/fulltext/67d8575e478c5a3feda50563/Organelle-tuning-condition-robustly-fabricates-energetic-mitochondria-for-cartilage-regeneration.pdf https://www.foxnews.com/media/george-clooney-calls-breaking-biden-2024-his-civic-duty-says-democrats-werent-telling-truth
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    1 h y 39 m
  • The Great Tariff Debate with David Sacks, Larry Summers, and Ezra Klein
    Apr 11 2025

    (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

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    https://x.com/ezraklein

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    https://x.com/chamath

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    https://x.com/DavidSacks

    https://x.com/friedberg

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://truthsocial.com/@realDonaldTrump/posts/114309144289505174

    https://x.com/WhiteHouse/status/1910058352278708638

    https://www.wsj.com/politics/policy/why-trump-blinked-on-tariffs-b588aea8

    https://breakthroughprize.org

    Más Menos
    2 h y 2 m
  • DOGE updates + Liberation Day Tariff Reactions with Ben Shapiro and Antonio Gracias
    Apr 5 2025

    (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

    Follow Ben:

    https://x.com/benshapiro

    Follow the besties:

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    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/AntonioGracias/status/1906877800511893670

    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/enriqueabeyta/status/1907796286763409439

    https://x.com/Geiger_Capital/status/1907622848149037509

    https://x.com/litcapital/status/1907813630227173534

    https://www.wsj.com/tech/ai/asml-euv-machine-lithography-chips-967954d0

    https://www.hoover.org/publications/goodfellows

    https://www.ft.com/content/bcb1d331-5d8e-4cac-811e-eac7d9448486

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    1 h y 54 m
  • All-In Live from Austin: Colin and Samir, Chris Williamson, and Bryan Johnson
    Apr 3 2025

    (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 to get $50 in bitcoin when you sign up and trade.

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    Follow Colin and Samir:

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    https://x.com/ChrisWillx

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    https://x.com/bryan_johnson

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

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    1 h y 50 m
  • The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
    Mar 29 2025

    (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:

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    https://x.com/friedberg

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    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

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    1 h y 28 m
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