Afleveringen
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(0:00) Friedberg and Chamath welcome Senator Ron Johnson
(2:30) The Reconciliation Bill process, how much the Big, Beautiful Bill will add to the national debt
(14:33) Problems with growing our way out of debt, why elected officials are avoiding the fiscal reality
(24:53) Energy rescissions, future of DOGE
(32:09) How Senator Johnson will force a real review of the Big, Beautiful Bill; future of MAGA and the Conservative movement
(54:15) Next steps if the Big, Beautiful Bill passes
(58:35) Post-interview recap
Follow Senator 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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(0:00) Today's topics and bestie intros!
(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House
(38:15) Google's big week: AI in search, roadmap to diversifying revenue
(46:49) OpenAI acquires Jony Ive's design startup for $6.5B
(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals
(1:15:25) Science Corner: CRISPR breakthrough!
(1:23:02) How increased energy production could solve America's fiscal problems
Follow the besties:
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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.barrons.com/articles/20-year-treasury-bond-auction-bba9d889
https://www.cnbc.com/quotes/US10Y
https://x.com/KobeissiLetter/status/1925253934794342405
https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D
https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/
https://x.com/JessicaBRiedl/status/1925257429408756087
https://www.google.com/finance/quote/BTC-USD
https://www.google.com/finance/quote/GCW00:COMEX
https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493
https://x.com/chamath/status/1925568992959492156
https://x.com/chamath/status/1925590496103342114
https://www.google.com/finance/quote/GOOG:NASDAQ
https://blog.google/products/google-one/google-ai-ultra
https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005
https://x.com/BenGeskin/status/1925579528933372198
https://x.com/DavidSacks/status/1924817118370951238
https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure
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Zijn er afleveringen die ontbreken?
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(0:00) The Besties welcome Antonio Gracias!
(0:30) DOGE updates: Government complexity worse than imagined, how to fix it
(9:00) Talent acquisition: How Elon attracted 10x engineers for DOGE, a better model for civil service
(15:54) Voter fraud findings: illegal immigrants voting in elections, building a zero-defect voting system
(22:12) Fixing immigration in the US
Thanks to our partners for helping make this happen!
Check out OKX: https://www.okx.com
Check out Circle: https://www.circle.com
Follow Antonio:
https://x.com/AntonioGracias
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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
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(0:00) The Besties welcome Sergey Brin!
(0:40) Sergey on his return to Google, and how an OpenAI employee played a role!
(5:58) AI's true superpower and the next jump
(12:23) AI robotics: humanoids and other form factors
(17:07) Future of foundational models and open-source
(19:59) Human-computer interaction in the age of AI
(31:09) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!
Check out OKX: https://www.okx.com
Check out Circle: https://www.circle.com
Follow the besties:
https://x.com/chamath
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Follow on X:
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Follow on Instagram:
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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/TheZachEffec
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(0:00) The Besties welcome Ben Shapiro!
(1:53) A Bestie apology to Phil Hellmuth, All-In Poker Tournament
(7:58) Trump's majorly consequential Middle East trip: Saudi, Qatar, Iran, and his vision for a "New Middle East"
(35:18) US-China deal: is the tide turning on tariffs?
(46:33) GOP divided over "Big, Beautiful Bill" due to its impact on our debt spiral
(1:18:48) Science Corner: Montana bans cell-based meat, joining Florida and others
(1:24:31) Trump's EO on pharma prices: role of PBMs, is this too much government intervention?
Follow Ben Shapiro:
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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.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-1-2-trillion-economic-commitment-in-qatar
https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-secures-historic-600-billion-investment-commitment-in-saudi-arabia
https://www.whitehouse.gov/articles/2025/05/in-riyadh-president-trump-charts-the-course-for-a-prosperous-future-in-the-middle-east
https://www.semafor.com/article/05/16/2025/qatar-commits-more-than-200-billion-in-us-investment
https://www.cnbc.com/2025/05/13/trump-saudi-investment-speech.html
https://www.cnbc.com/2025/05/13/trump-says-us-will-remove-all-sanctions-on-syria.html
https://www.reuters.com/world/what-have-china-united-states-agreed-geneva-2025-05-12
https://www.cnn.com/2019/07/02/politics/donald-trump-dictators-kim-jong-un-vladimir-putin
https://newrepublic.com/post/185836/trump-brags-dictators-orban-debate-harris
https://www.cnbc.com/quotes/US30Y
https://www.politico.com/live-updates/2025/05/14/congress/the-titanic-johnson-predicts-houses-big-beautiful-reconciliation-bill-will-sink-in-the-senate-00348310
https://fred.stlouisfed.org/series/GFDEBTN
https://fred.stlouisfed.org/series/GFDEGDQ188S
https://www.nytimes.com/2025/05/12/opinion/josh-hawley-dont-cut-medicaid.html
https://www.whitehouse.gov/fact-sheets/2025/05/fact-sheet-president-donald-j-trump-announces-actions-to-put-american-patients-first-by-lowering-drug-prices-and-stopping-foreign-free-riding-on-american-pharmaceutical-innovation/
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(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai
(2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user
(15:32) Infrastructure advantage, foundational model differentiation
(25:08) Future of human-computer interaction, hardware, competitive landscape in AI
(35:29) Energy constraints in AI
(41:20) Google's progress in quantum computing and robotics
(47:56) Culture, coddling, and talent recruitment in the age of AI
(56:50) Does he consider Alphabet a holding company searching for Google's next $100B business?
Follow Sundar:
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Follow on Instagram:
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Follow on TikTok:
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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
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(0:00) The Besties intro Philippe Laffont!
(2:12) Miami F1 Recap!
(12:10) Fed holds rates steady on tariff uncertainty
(32:47) Google drops after Apple sees fall in search queries on Safari
(56:48) Creating a new Mag 7
(1:07:00) Private markets: Is traditional VC dead? Philippe details Coatue's new fund structure and what makes a great investor
Follow Philippe Laffont:
https://x.com/plaffont
Follow the besties:
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https://x.com/Jason
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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://polymarket.com/event/fed-decision-in-june/fed-decreases-interest-rates-by-50-bps-after-june-2025-meeting?tid=1746821096114
https://www.federalreserve.gov/newsevents/pressreleases/monetary20250507a.htm
https://www.mlex.com/mlex/antitrust/articles/2337168/apple-exec-testimony-on-search-volume-drop-hurts-google-stock-price
https://www.bloomberg.com/news/articles/2025-05-07/apple-working-to-move-to-ai-search-in-browser-amid-google-fallout
https://blog.google/products/search/statement-press-reports-about-search-traffic
https://x.com/EconomyApp/status/1915501252420784499
https://x.com/Similarweb/status/1920026287625658628
https://openai.com/index/leadership-expansion-with-fidji-simo
https://files.pitchbook.com/website/files/pdf/Q1_2025_PitchBook-NVCA_Venture_Monitor_19001.pdf
https://stockanalysis.com/ipos/statistics
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(0:00) David Friedberg introduces Secretary Doug Burgum
(2:11) Burgum's background and how it led to his role in the administration
(10:56) The state of American energy and how we got here
(22:32) America's energy emergency: AI, unlocking potential, China, increasing national risk tolerance
(34:22) Burgum's National Balance Sheet idea: How it could help reduce national debt
(42:25) Mining, overseeing the EPA, aligning agencies with outcomes
Follow Secretary Burgum:
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Follow on Instagram:
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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
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(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
Follow Secretary Rollins:
https://x.com/SecRollins
https://x.com/BrookeLRollins
Follow the besties:
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Follow on X:
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Follow on TikTok:
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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
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(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:
https://x.com/levie
Follow Ryan Petersen:
https://x.com/typesfast
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://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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(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
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.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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(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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(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
Follow Ezra:
https://x.com/ezraklein
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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Follow on Instagram:
https://www.instagram.com/theallinpod
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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://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
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(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
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
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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
-
(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
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-
(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
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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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(0:00) Welcoming Cyan Banister and David Sacks!
(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more
(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla
(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage
(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation
(1:12:57) Space rescue, SpaceX vs China, lunar landing
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
Bessent interview: https://youtu.be/lSma9suyp24
Lutnick interview: https://youtu.be/182ckTL2KBA
https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html
https://x.com/Tim_Walz/status/1902197581586833643
https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161
https://x.com/elonmusk/status/1519735033950470144
https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7
https://x.com/thesamparr/status/1902385138308104685
https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223
https://www.cnbc.com/quotes/US10Y
https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html
https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship
https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791
-
(0:00) Chamath and Friedberg welcome Commerce Secretary Howard Lutnick!
(1:10) Howard describes his 30+ year relationship with President Trump and his road from business to politics
(14:44) Running Trump's transition team, DOGE origin story, what it's like working for Trump
(38:01) Balancing the budget and fixing GDP
(52:21) Tariff history and strategy, global trade
(1:10:34) Trump Cards, building better government software, AI thoughts
(1:22:49) Sovereign Wealth Fund strategy
(1:37:16) How his family reacted to his new role
Thanks to our partners for making this happen:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
-
(0:00) Chamath and Friedberg describe their adventures in DC and welcome Treasury Secretary Scott Bessent!
(2:12) Scott's background, what drew him to equities, the role of macro investors
(7:22) The legendary trade that broke the Bank of England in 1992, and how it relates to Main Street vs Wall Street today
(21:30) Scott explains the Trump Administration's economic strategy
(32:45) How this administration plans to de-regulate the economy, Fed relationship, re-financing debt
(42:06) DOGE, DC grifts, shakeup at the IRS
(50:51) Re-engineering social security through the US SWF, how energy factors in
(1:00:02) Surprises, fixing affordability, thoughts on President Trump
Thanks to our partners for making this happen:
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Follow Secretary Bessent:
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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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-
(0:00) The Besties intro Andrew Schulz!
(3:29) Friedberg hits a quick Science Corner on the future of fertility
(9:35) Reacting to Gavin Newsom's new podcast: genius or pandering?
(19:36) Tariff experiment so far: risks, communication issues, and more
(30:44) Why the American Dream is broken and how to fix it: cracking the housing market, social security reform
(55:45) Aligning upside via increased stock market participation
(1:11:23) How Andrew blew up in comedy, going direct via YouTube, building a cancel-proof following
(1:22:25) State of America, conspiracy obsession, thoughts on Trump and DOGE
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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/chamath/status/1895948351516131515
https://x.com/ChineseEmbinUS/status/1897132043362034153
https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc
https://www.wsj.com/opinion/bidens-mortgage-relief-fuels-higher-housing-prices-policy-loans-risk-cb0a1974
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