[ The Podcast ]
About.
The All-In Podcast delivers conversations worth having. Hosted by Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg, the show features insider takes on business, technology, and society and interviews with the world's most influential thinkers.
[ Latest Episode ]
Episode #221
Gavin Baker rejoins the conversation, diving into NVIDIA's financial landscape and the implications of CoreWeave's IPO. The episode explores the resurgence of M&A and IPO activities, and the competitive landscape between the US and China in AI development. Discussion touches on China's efforts to develop its own NVIDIA-like capabilities. The team also examines the current administration's tariff strategies and potential outcomes. SignalGate is analyzed for its context and repercussions, followed by a discussion on El Salvador's deportation policies. The episode provides a comprehensive look at these pressing economic and geopolitical issues.
[ 3/22/2025 ]
Cyan Banister and David Sacks join the discussion, kicking off with insights from the Besties' recent visit to Washington, D.C., including White House encounters and cabinet interviews. The conversation shifts to the M&A landscape, highlighted by Google's $32B acquisition of Wiz, with Tim Walz sharing thoughts on Tesla's position. A deep dive into the Google/Wiz deal explores its implications for venture capital, return on invested capital, and cloud market advantages. The episode also examines tensions between the Treasury and the Fed, bond market dynamics, and deregulation impacts on consumers. The discussion wraps up with a look at space exploration, contrasting SpaceX's efforts with China's lunar ambitions.
[ 3/21/2025 ]
Chamath Palihapitiya and David Friedberg welcome Commerce Secretary Howard Lutnick to discuss his extensive career and his long-standing relationship with President Trump. Lutnick shares insights on transitioning from business to politics, including his role in Trump's transition team and the origins of DOGE. The conversation delves into economic strategies such as budget balancing, GDP improvement, and the historical context of tariffs and global trade. They explore innovative government software, AI developments, and the strategic use of a Sovereign Wealth Fund. Lutnick also reflects on his family's reactions to his political role, providing a personal touch to his professional journey.
[ 3/19/2025 ]
Chamath and Friedberg share their recent experiences in Washington D.C. before welcoming Treasury Secretary Scott Bessent. Bessent provides insights into his journey from equities to macro investing, highlighting a legendary trade against the Bank of England in 1992 and its implications for today's economic tensions between Main Street and Wall Street. The discussion shifts to the Trump Administration's economic strategies, focusing on deregulation, the Fed relationship, and debt refinancing. They explore topics such as DOGE, IRS changes, and re-engineering social security via a US Sovereign Wealth Fund. The episode concludes with reflections on affordability challenges and President Trump's influence.