Episodes

The episode begins with congratulations on new arrivals and reflections on the East Meets West conference, focusing on LA's restaurant recovery. The discussion then turns to AI's transformative impact on the US economy, healthcare, and advertising, with emphasis on Meta's AI investments and historical tech trends. Insights are shared on the Max Seven tech companies and the AI race. Tesla's humanoid robot, NVIDIA's risks, and Apple's tech stagnation are examined. AI's influence on IPOs, market trends, and the SaaS slowdown is discussed, including consumption-based pricing. Chamath's SPAC insights and Thomas Laffont's market analysis delve into AI's workforce impact and Amazon's AI focus. The episode ends with regulatory shifts in crypto, stablecoin debates, f

Tucker Carlson joins us to discuss immigration policies, public opinion, and federal enforcement, including National Guard deployment. We explore deportation strategies, assimilation, and the need for high-skilled immigrants, highlighting bipartisan roles. The episode compares Trump and Democrat immigration policies, examines American cities, economic forecasts, and Republican economic orthodoxy. We also cover tariffs, Jerome Powell's predictions, globalist agendas, and the Federal Reserve's political influence. The episode concludes with insights into foreign policy and tensions with Iran.

Jared Isaacman joins David Friedberg to discuss his journey from entrepreneur to space enthusiast, highlighting his ambitions within the space industry. The conversation explores Isaacman's relationship with Elon Musk and his investments in SpaceX, along with his nomination for NASA administrator during the Trump administration. They delve into NASA's bureaucratic challenges, budget constraints, and the Artemis program, comparing it to China's more streamlined approach. The episode examines the private sector's critical role in space exploration, addressing the need for space superiority and efficiency in government spending. Isaacman shares his future plans in space exploration, touching on national debt and Dogecoin speculation.

Miami Mayor Francis Suarez joins the discussion, sharing insights into the city's remarkable achievements in reducing homelessness and homicides. He outlines the strategic initiatives and policies that have positioned Miami as one of America's happiest and healthiest cities. The conversation delves into the challenges of local overregulation and Suarez's approach to fostering a business-friendly environment. Looking beyond his mayoral tenure, Suarez discusses his future ambitions and potential career paths. The episode concludes with acknowledgments to partners, highlighting the intersection of technology, finance, and governance.

This episode begins with an announcement of the All-In Summit and delves into AI's multifaceted impact. The discussion covers AI doomerism, safety concerns, economic repercussions, and societal changes, including job displacement. It explores AI fundraising, existential risks, and the politics of AI regulation and global governance. Automation's deflationary benefits and AI's role in economic growth and productivity are examined. The conversation also touches on AI's influence on management, US-China AI competition, and fiscal policy. Chamath and Jason discuss GDP, energy policy, and the steel industry, ending with debates on strategic industry intervention, Social Security reform, and critiques of political leadership and spending.

Nico Rosberg joins the All-In crew to discuss his illustrious Formula One career, including the sport's growth, rivalries, and his decision to retire. The conversation shifts to the impressive ROI and technological advancements driven by Formula One. Nico shares his journey transitioning to venture capital, offering insights into Europe's investment landscape and emerging opportunities. He provides a personal glimpse into his investment strategies and interests. The episode wraps up with closing remarks and an announcement for the upcoming All In Summit, highlighting the convergence of sports, technology, and finance.

Senator Ron Johnson discusses the US fiscal landscape, tackling budget reconciliation, mandatory spending challenges, and future debt projections. The episode explores discretionary vs. mandatory spending, the debt spiral, and solutions involving interest rates and spending adjustments. Congressional spending motivations, the carried interest loophole, energy policies, and nuclear power are examined. Legislative processes, spending debates, and monetizing federal assets are discussed. Concerns about the conservative movement and representative democracy's sustainability are addressed, along with government productivity, employment, debt hierarchy, asset value, inflation, and the broader US fiscal condition.

The besties dive into the bond market chaos and the implications of the GOP's decision to abandon DOGE. The conversation then covers Trump's legislative success with his bill passing the House. Google's advancements in AI search and their strategy to diversify revenue are examined, followed by OpenAI's significant acquisition of Jony Ive's design startup. David Sacks shares insights from his Middle East trip, focusing on AI diplomacy and datacenter deals. The Science Corner highlights a CRISPR breakthrough, and the episode concludes with a conversation on how increased energy production could address America's fiscal challenges.