Episodes

The episode begins with a recap of a restaurant experience and the Miami F1 event before introducing guest Philippe Laffont. Discussion includes the All-In Summit announcement, Federal Reserve rate decisions, and economic indicators. Tariffs, trade deals, and their market impact are explored, followed by insights into Microsoft's AI developments and Google's antitrust issues. Philippe Laffont shares views on top companies, IPOs, and venture capital trends, discussing new fund structures and tech investing strategies. The episode concludes with the "MAG seven" and recent news, ending with a look at the Pelosi index performance.

In this episode, the discussion begins at Sabine Pass with an exploration of the Cheniere LNG facility's historical context. Doug Burgum joins to discuss energy policies, emphasizing energy security and the global impact of US versus China's energy production. The conversation covers initiatives and challenges in energy technologies and regulatory frameworks, alongside America's financial health and leveraging natural resources. Coastal restoration and the decline of the mining industry are assessed, focusing on the country's natural resources. Reflections on political leadership and technological inefficiencies in government are shared, concluding with appreciation and closing remarks.

In this episode, Brooke Rollins joins David Friedberg to discuss her background and role in the Trump administration, as well as the launch of the America First Policy Institute. They delve into food security, national security, and the impact of taxpayer dollars on sugary drinks. Rollins shares insights from her first hundred days at the USDA, exploring challenges and reforms in the SNAP program. The conversation covers lobbying, political leverage, and policy-making in agriculture, emphasizing food security as a national concern and American farmers' perspectives. They also address labor shortages, immigration issues, innovation in agriculture, and regulatory frameworks protecting farmers' interests.

In this episode, Aaron Levie from Box and Ryan Petersen from Flexport join the discussion. The team speculates on whether Sacks is back before diving into an analysis of Trump's first 100 days in office. The conversation shifts to global trade disruptions and how businesses are adapting to the evolving tariff landscape. They also explore Amazon's inconsistent stance on tariff pricing features and the associated national security implications. The discussion then transitions to AI, including the potential exponential growth of AI capabilities. The episode concludes with insights from the guests on how these developments impact their industries and the broader economic landscape.

In this episode, Andrew Ross Sorkin joins the discussion, starting with an All In Summit announcement. The conversation covers the market rally, economic conditions, and media narratives. Trade negotiations, regulatory parity, and national security are examined, along with Ken Griffin's remarks and globalism's impact on trade. Apple's manufacturing shift to India and geopolitical strategies are explored. The Ukrainian conflict, Alphabet's, and Tesla's earnings are analyzed, including Elon Musk's management of Doge and US deficit issues. The science corner discusses thorium reserves and energy production, concluding with Sorkin's experiences and insights.

In this episode, Tim Dillon dives into US-China trade, focusing on technology and NVIDIA export restrictions. The discussion touches on Trump's trade policies, the gig economy, AI, and chip sales. Harvard's funding, meritocracy, and free speech issues are explored, including DEI's impact on power structures and comedy. The episode covers Hollywood's content changes, Chamath's Federal Reserve appointment, the Ukraine war, and media narratives. Friedberg shares insights, and the science corner highlights mitochondrial health. The episode wraps up with talk of George Clooney, White Lotus, and podcast crossover ideas.

In this episode, the conversation kicks off with reactions to Trump's strategic decision to target China by postponing other reciprocal tariffs. The discussion evaluates success measures for tariffs and debates the consequences of China's entry into the WTO. The question of whether the US is being exploited in trade agreements and if free trade was a misstep is explored. The team assesses the likelihood of a recession and the Trump administration's methods for information gathering. Shifting focus to politics, the future trajectory of the Democratic Party and the concept of an abundance agenda are examined. The episode concludes with reflections on a recent debate and Chamath's insights from the Breakthrough Prize Ceremony.

Antonio Gracias delves into social security fraud, asylum applications, and unauthorized voting, sparking a debate on immigration policy and its electoral impact. The discussion shifts to the economic fallout of leaving California, Trump's tariffs, and their effects on corporate debt and deregulation. Insights into welfare, military spending, and historical tariffs are shared. The episode explores global economic shifts, AI's role in strategy, and onshoring jobs. Ben Shapiro discusses politics, education, and tariffs, while Chamath shares investment ideas and insights into Daily Wire's revenue. Reflections on the US economic landscape and innovation close the episode.