(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first casualty and its paradigm-shifting potential (48:25) Conspiracy Corner: What are the drones over New Jersey!? (57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software (1:27:29) Google's AI turnaround, future of AI physics and video models Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Aaron Levie: <a href="https://x.com/levie">https://x.com/levie</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14"> https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14</a> <a href= "https://x.com/Jason/status/1869816646954823916">https://x.com/Jason/status/1869816646954823916</a> <a href= "https://docs.house.gov/billsthisweek/20241216/CR.pdf">https://docs.house.gov/billsthisweek/20241216/CR.pdf</a> <a href= "https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution"> https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution</a> <a href= "https://x.com/KobeissiLetter/status/1869730547851051029">https://x.com/KobeissiLetter/status/1869730547851051029</a> <a href= "https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024"> https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024</a> <a href= "https://x.com/VivekGRamaswamy/status/1869407887983821089">https://x.com/VivekGRamaswamy/status/1869407887983821089</a> <a href= "https://avalon.law.yale.edu/18th_century/fed58.asp">https://avalon.law.yale.edu/18th_century/fed58.asp</a> <a href= "https://x.com/patrickc/status/1869422495985750459">https://x.com/patrickc/status/1869422495985750459</a> <a href= "https://x.com/chamath/status/1869773044832718917">https://x.com/chamath/status/1869773044832718917</a> <a href= "https://x.com/SpeakerPelosi/status/1869871681830879256">https://x.com/SpeakerPelosi/status/1869871681830879256</a> <a href= "https://x.com/RepJayapal/status/1869823494588162475">https://x.com/RepJayapal/status/1869823494588162475</a> <a href= "https://x.com/elonmusk/status/1869485580276629975">https://x.com/elonmusk/status/1869485580276629975</a> <a href= "https://x.com/elonmusk/status/1869482581181554704">https://x.com/elonmusk/status/1869482581181554704</a> <a href= "https://x.com/elonmusk/status/1869487359420727338">https://x.com/elonmusk/status/1869487359420727338</a> <a href= "https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839"> https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839</a> <a href= "https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html"> https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html</a> <a href= "https://x.com/KanekoaTheGreat">https://x.com/KanekoaTheGreat</a> <a href= "https://x.com/AutismCapital">https://x.com/AutismCapital</a> <a href= "https://x.com/Geiger_Capital">https://x.com/Geiger_Capital</a> <a href= "https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html"> https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html</a> <a href= "https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring"> https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring</a> <a href= "https://openai.com/index/scale-the-benefits-of-ai">https://openai.com/index/scale-the-benefits-of-ai</a> <a href= "https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html"> https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html</a> <a href= "https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0"> https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0</a> <a href= "https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk"> https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk</a> <a href= "https://x.com/DailyPalantir/status/1869097046889882057">https://x.com/DailyPalantir/status/1869097046889882057</a> <a href= "https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers"> https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers</a> <a href= "https://x.com/GoogleDeepMind/status/1868703624714395907">https://x.com/GoogleDeepMind/status/1868703624714395907</a> <a href= "https://x.com/_philschmid/status/1869639246434246966">https://x.com/_philschmid/status/1869639246434246966</a>

<description>&lt;p&gt;(0:00) Bestie intros&lt;/p&gt; &lt;p&gt;(3:07) The Besties welcome Box CEO Aaron Levie!&lt;/p&gt; &lt;p&gt;(5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI&lt;/p&gt; &lt;p&gt;(18:42) DOGE's first casualty and its paradigm-shifting potential&lt;/p&gt; &lt;p&gt;(48:25) Conspiracy Corner: What are the drones over New Jersey!?&lt;/p&gt; &lt;p&gt;(57:36) Zuck joins Team Elon against OpenAI, AI's competitive landscape and downstream impact on business software&lt;/p&gt; &lt;p&gt;(1:27:29) Google's AI turnaround, future of AI physics and video models&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow Aaron Levie:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/levie"&gt;https://x.com/levie&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14"&gt; https://www.cbsnews.com/news/government-shutdown-continuing-resolution-march-14&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/Jason/status/1869816646954823916"&gt;https://x.com/Jason/status/1869816646954823916&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://docs.house.gov/billsthisweek/20241216/CR.pdf"&gt;https://docs.house.gov/billsthisweek/20241216/CR.pdf&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution"&gt; https://www.cbsnews.com/news/government-shutdown-house-vote-continuing-resolution&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/KobeissiLetter/status/1869730547851051029"&gt;https://x.com/KobeissiLetter/status/1869730547851051029&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024"&gt; https://www.cbsnews.com/news/continuing-resolution-government-shutdown-2024&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/VivekGRamaswamy/status/1869407887983821089"&gt;https://x.com/VivekGRamaswamy/status/1869407887983821089&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://avalon.law.yale.edu/18th_century/fed58.asp"&gt;https://avalon.law.yale.edu/18th_century/fed58.asp&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/patrickc/status/1869422495985750459"&gt;https://x.com/patrickc/status/1869422495985750459&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/chamath/status/1869773044832718917"&gt;https://x.com/chamath/status/1869773044832718917&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/SpeakerPelosi/status/1869871681830879256"&gt;https://x.com/SpeakerPelosi/status/1869871681830879256&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/RepJayapal/status/1869823494588162475"&gt;https://x.com/RepJayapal/status/1869823494588162475&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elonmusk/status/1869485580276629975"&gt;https://x.com/elonmusk/status/1869485580276629975&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elonmusk/status/1869482581181554704"&gt;https://x.com/elonmusk/status/1869482581181554704&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elonmusk/status/1869487359420727338"&gt;https://x.com/elonmusk/status/1869487359420727338&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839"&gt; https://www.wsj.com/politics/biden-white-house-age-function-diminished-3906a839&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html"&gt; https://www.cnbc.com/2024/12/19/faa-drone-flights-are-temporarily-banned-new-jersey.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/KanekoaTheGreat"&gt;https://x.com/KanekoaTheGreat&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/AutismCapital"&gt;https://x.com/AutismCapital&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/Geiger_Capital"&gt;https://x.com/Geiger_Capital&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html"&gt; https://www.cnbc.com/2024/09/27/openai-sees-5-billion-loss-this-year-on-3point7-billion-in-revenue.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring"&gt; https://www.axios.com/2024/12/19/openai-bret-taylor-nonprofit-restructuring&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://openai.com/index/scale-the-benefits-of-ai"&gt;https://openai.com/index/scale-the-benefits-of-ai&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html"&gt; https://www.nytimes.com/2024/09/25/technology/mira-murati-openai.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0"&gt; https://apnews.com/article/elon-musk-openai-lawsuit-sam-altman-chatgpt-36bc55dbb8b4f9e1e5675ff7564e5fa0&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk"&gt; https://www.theverge.com/2024/12/13/24320880/meta-california-ag-letter-openai-non-profit-elon-musk&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DailyPalantir/status/1869097046889882057"&gt;https://x.com/DailyPalantir/status/1869097046889882057&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers"&gt; https://www.bloomberg.com/news/articles/2024-10-28/openai-cfo-says-75-of-its-revenue-comes-from-paying-consumers&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/GoogleDeepMind/status/1868703624714395907"&gt;https://x.com/GoogleDeepMind/status/1868703624714395907&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/_philschmid/status/1869639246434246966"&gt;https://x.com/_philschmid/status/1869639246434246966&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie intros (3:07) The Besties welcome Box CEO Aaron Levie! (5:40) Thoughts on Sacks's new role, what areas he can have immediate positive impact on in crypto and AI (18:42) DOGE's first casualty and its paradigm-shifting potential (48:25)...

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie

(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion (25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more (43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing (54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline (1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Keith: <a href="https://x.com/rabois">https://x.com/rabois</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.tiktok.com/@frankielapenna/video/7010077215576575238">https://www.tiktok.com/@frankielapenna/video/7010077215576575238</a> <a href= "https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk"> https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk</a> <a href= "https://blog.google/technology/research/google-willow-quantum-chip"> https://blog.google/technology/research/google-willow-quantum-chip</a> <a href= "https://www.nature.com/articles/s41586-024-08449-y">https://www.nature.com/articles/s41586-024-08449-y</a> <a href= "https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit"> https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit</a> <a href= "https://quantumai.google/roadmap">https://quantumai.google/roadmap</a> <a href= "https://en.wikipedia.org/wiki/Hartmut_Neven">https://en.wikipedia.org/wiki/Hartmut_Neven</a> <a href= "https://en.wikipedia.org/wiki/Double-slit_experiment">https://en.wikipedia.org/wiki/Double-slit_experiment</a> <a href= "https://www.discovery.com/science/Double-Slit-Experiment">https://www.discovery.com/science/Double-Slit-Experiment</a> <a href= "https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat">https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat</a> <a href= "https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo"> https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo</a> <a href= "https://x.com/rabois/status/870673635375104000">https://x.com/rabois/status/870673635375104000</a> <a href= "https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656"> https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656</a> <a href= "https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html"> https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html</a> <a href= "https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235"> https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235</a> <a href= "https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d"> https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d</a> <a href= "https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor"> https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor</a> <a href= "https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html"> https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html</a> <a href= "https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html"> https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html</a> <a href= "https://www.ben-evans.com/benedictevans/2021/6/15/antitrust">https://www.ben-evans.com/benedictevans/2021/6/15/antitrust</a> <a href= "https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade"> https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade</a>

<description>&lt;p&gt;(0:00) The Besties welcome Keith Rabois!&lt;/p&gt; &lt;p&gt;(4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin&lt;/p&gt; &lt;p&gt;(13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion&lt;/p&gt; &lt;p&gt;(25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more&lt;/p&gt; &lt;p&gt;(43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing&lt;/p&gt; &lt;p&gt;(54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline&lt;/p&gt; &lt;p&gt;(1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow Keith:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/rabois"&gt;https://x.com/rabois&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@frankielapenna/video/7010077215576575238"&gt;https://www.tiktok.com/@frankielapenna/video/7010077215576575238&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk"&gt; https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://blog.google/technology/research/google-willow-quantum-chip"&gt; https://blog.google/technology/research/google-willow-quantum-chip&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nature.com/articles/s41586-024-08449-y"&gt;https://www.nature.com/articles/s41586-024-08449-y&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit"&gt; https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://quantumai.google/roadmap"&gt;https://quantumai.google/roadmap&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://en.wikipedia.org/wiki/Hartmut_Neven"&gt;https://en.wikipedia.org/wiki/Hartmut_Neven&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://en.wikipedia.org/wiki/Double-slit_experiment"&gt;https://en.wikipedia.org/wiki/Double-slit_experiment&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.discovery.com/science/Double-Slit-Experiment"&gt;https://www.discovery.com/science/Double-Slit-Experiment&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat"&gt;https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo"&gt; https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/rabois/status/870673635375104000"&gt;https://x.com/rabois/status/870673635375104000&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656"&gt; https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html"&gt; https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235"&gt; https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d"&gt; https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor"&gt; https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html"&gt; https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html"&gt; https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.ben-evans.com/benedictevans/2021/6/15/antitrust"&gt;https://www.ben-evans.com/benedictevans/2021/6/15/antitrust&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade"&gt; https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade&lt;/a&gt;&lt;/p&gt;</description>

(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and...

Trump's Cabinet, Google's Quantum Chip, Apple's iOS Flop, TikTok Ban, State of VC with Keith Rabois

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:08:28) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!: <a href= "https://allin.com/events">https://allin.com/events</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow Gavin Baker: <a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a> Follow Joe Lonsdale: <a href= "https://x.com/JTLonsdale">https://x.com/JTLonsdale</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://truthsocial.com/@realDonaldTrump/posts/113603133222686186"> https://truthsocial.com/@realDonaldTrump/posts/113603133222686186</a> <a href= "https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html"> https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html</a> <a href= "https://x.com/davidmarcus/status/1862654506774810641">https://x.com/davidmarcus/status/1862654506774810641</a> <a href= "https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade"> https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade</a> <a href= "https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f">https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f</a> <a href= "https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot"> https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot</a> <a href= "https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn"> https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn</a> <a href= "https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes"> https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes</a>

<description>&lt;p&gt;(0:00) Bestie announcement!&lt;/p&gt; &lt;p&gt;(2:53) Gavin Baker and Joe Lonsdale join the show&lt;/p&gt; &lt;p&gt;(4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position&lt;/p&gt; &lt;p&gt;(20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets&lt;/p&gt; &lt;p&gt;(41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition&lt;/p&gt; &lt;p&gt;(49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next&lt;/p&gt; &lt;p&gt;(1:08:28) UnitedHealth CEO murdered, reactions&lt;/p&gt; &lt;p&gt;Get virtual tickets for The All-In Holiday Spectacular!:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://allin.com/events"&gt;https://allin.com/events&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow Gavin Baker:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/GavinSBaker"&gt;https://x.com/GavinSBaker&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow Joe Lonsdale:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/JTLonsdale"&gt;https://x.com/JTLonsdale&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://truthsocial.com/@realDonaldTrump/posts/113603133222686186"&gt; https://truthsocial.com/@realDonaldTrump/posts/113603133222686186&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html"&gt; https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/davidmarcus/status/1862654506774810641"&gt;https://x.com/davidmarcus/status/1862654506774810641&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade"&gt; https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f"&gt;https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot"&gt; https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&amp;cid=social_twitter_abcn"&gt; https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&amp;cid=social_twitter_abcn&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes"&gt; https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means...

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!: <a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020"> https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020</a> <a href= "https://x.com/BehizyTweets/status/1859364239229821022">https://x.com/BehizyTweets/status/1859364239229821022</a> <a href= "https://x.com/sfliberty/status/1858936359949304105">https://x.com/sfliberty/status/1858936359949304105</a> <a href= "https://x.com/MarioNawfal/status/1859946626271388068">https://x.com/MarioNawfal/status/1859946626271388068</a> <a href= "https://x.com/realdogenews/status/1859233043686334791">https://x.com/realdogenews/status/1859233043686334791</a> <a href= "https://x.com/popeye31jc/status/1859233598328492360">https://x.com/popeye31jc/status/1859233598328492360</a> <a href= "https://x.com/MattForVA/status/1859248996377612755">https://x.com/MattForVA/status/1859248996377612755</a> <a href= "https://www.youtube.com/watch?v=8NLzc9kobDk">https://www.youtube.com/watch?v=8NLzc9kobDk</a> <a href= "https://tradingeconomics.com/argentina/inflation-cpi">https://tradingeconomics.com/argentina/inflation-cpi</a> <a href= "https://x.com/TrumpWarRoom/status/1858258226199818595">https://x.com/TrumpWarRoom/status/1858258226199818595</a> <a href= "https://x.com/Pismo_B/status/1858018620456186221">https://x.com/Pismo_B/status/1858018620456186221</a> <a href= "https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html"> https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html</a> <a href= "https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html"> https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html</a> <a href= "https://www.nature.com/articles/s41586-024-08165-7">https://www.nature.com/articles/s41586-024-08165-7</a> <a href= "https://x.com/bryan_johnson/status/1860022160833806646">https://x.com/bryan_johnson/status/1860022160833806646</a>

<description>&lt;p&gt;(0:00) Bestie intros!&lt;/p&gt; &lt;p&gt;(1:54) &lt;span data-slate-fragment= "JTVCJTdCJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmNoaWxkcmVuJTIyJTNBJTVCJTdCJTIydGV4dCUyMiUzQSUyMkJyZWFraW5nJTIwZG93biUyMHRoZSUyMERPR0UlMjByb2FkbWFwJTIyJTdEJTVEJTdEJTVE"&gt; Breaking down the DOGE roadmap&lt;/span&gt;&lt;/p&gt; &lt;p&gt;(24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE&lt;/p&gt; &lt;p&gt;(48:11) WW3 risk: Biden's recent escalation&lt;/p&gt; &lt;p&gt;(1:00:43) Science Corner: Fat cells can remember being fat!&lt;/p&gt; &lt;p&gt;Get tickets for The All-In Holiday Spectacular!:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular"&gt;https://allin.ticketsauce.com/e/all-in-holiday-spectacular&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020"&gt; https://www.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/BehizyTweets/status/1859364239229821022"&gt;https://x.com/BehizyTweets/status/1859364239229821022&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/sfliberty/status/1858936359949304105"&gt;https://x.com/sfliberty/status/1858936359949304105&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/MarioNawfal/status/1859946626271388068"&gt;https://x.com/MarioNawfal/status/1859946626271388068&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/realdogenews/status/1859233043686334791"&gt;https://x.com/realdogenews/status/1859233043686334791&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/popeye31jc/status/1859233598328492360"&gt;https://x.com/popeye31jc/status/1859233598328492360&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/MattForVA/status/1859248996377612755"&gt;https://x.com/MattForVA/status/1859248996377612755&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.youtube.com/watch?v=8NLzc9kobDk"&gt;https://www.youtube.com/watch?v=8NLzc9kobDk&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://tradingeconomics.com/argentina/inflation-cpi"&gt;https://tradingeconomics.com/argentina/inflation-cpi&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TrumpWarRoom/status/1858258226199818595"&gt;https://x.com/TrumpWarRoom/status/1858258226199818595&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/Pismo_B/status/1858018620456186221"&gt;https://x.com/Pismo_B/status/1858018620456186221&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html"&gt; https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html"&gt; https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nature.com/articles/s41586-024-08165-7"&gt;https://www.nature.com/articles/s41586-024-08165-7&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/bryan_johnson/status/1860022160833806646"&gt;https://x.com/bryan_johnson/status/1860022160833806646&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie intros! (1:54)  Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat...

DOGE unveils a roadmap, Unlocking GDP Growth, WW3 escalation, Fat cell memory

(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: <a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular">https://allin.ticketsauce.com/e/all-in-holiday-spectacular</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a> <a href= "https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424"> https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424</a> <a href= "https://fred.stlouisfed.org/series/DGS10">https://fred.stlouisfed.org/series/DGS10</a> <a href= "https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11"> https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11</a> <a href= "https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html">https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html</a> <a href= "https://x.com/elerianm/status/1857297087010107728">https://x.com/elerianm/status/1857297087010107728</a> <a href= "https://x.com/chamath/status/1359248379377762310">https://x.com/chamath/status/1359248379377762310</a> <a href= "https://www.congress.gov/bill/118th-congress/house-bill/4763/text"> https://www.congress.gov/bill/118th-congress/house-bill/4763/text</a> <a href= "https://stockanalysis.com/ipos/statistics">https://stockanalysis.com/ipos/statistics</a> <a href= "https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor"> https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor</a> <a href= "https://www.google.com/finance/quote/TSLA:NASDAQ">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href= "https://x.com/elonmusk/status/1848055198494728496">https://x.com/elonmusk/status/1848055198494728496</a> <a href= "https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html"> https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html</a> <a href= "https://x.com/EndWokeness/status/1856208378541769076">https://x.com/EndWokeness/status/1856208378541769076</a> <a href= "https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf"> https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf</a> <a href= "https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php"> https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php</a> <a href= "https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source"> https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source</a> <a href= "https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform"> https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform</a> <a href= "https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02"> https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02</a> <a href= "https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180"> https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180</a> <a href= "https://x.com/shayne_coplan/status/1856838409861386722">https://x.com/shayne_coplan/status/1856838409861386722</a> <a href= "https://www.cftc.gov/PressRoom/PressReleases/8478-22">https://www.cftc.gov/PressRoom/PressReleases/8478-22</a> <a href= "https://x.com/shayne_coplan/status/1856808022481539192">https://x.com/shayne_coplan/status/1856808022481539192</a> <a href= "https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers"> https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers</a> <a href= "https://x.com/WallStreetSilv/status/1852863585375977877">https://x.com/WallStreetSilv/status/1852863585375977877</a> <a href= "https://x.com/charliekirk11/status/1857237886736715971">https://x.com/charliekirk11/status/1857237886736715971</a> <a href= "https://x.com/VivekGRamaswamy/status/1856725762130260383">https://x.com/VivekGRamaswamy/status/1856725762130260383</a>

<description>&lt;p&gt;(0:00) Bestie intros!&lt;/p&gt; &lt;p&gt;(7:57) Election impact on Bitcoin, crypto, and fintech stocks&lt;/p&gt; &lt;p&gt;(21:56) M&amp;A and IPOs: What to expect in 2025&lt;/p&gt; &lt;p&gt;(39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence?&lt;/p&gt; &lt;p&gt;(58:17) FBI raids Polymarket CEO Shayne Coplan's home&lt;/p&gt; &lt;p&gt;(1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more&lt;/p&gt; &lt;p&gt;Get tickets for The All-In Holiday Spectacular!:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://allin.ticketsauce.com/e/all-in-holiday-spectacular"&gt;https://allin.ticketsauce.com/e/all-in-holiday-spectacular&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow the besties:&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/chamath"&gt;https://x.com/chamath&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href="https://x.com/Jason"&gt;https://x.com/Jason&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/DavidSacks"&gt;https://x.com/DavidSacks&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/friedberg"&gt;https://x.com/friedberg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on X:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/theallinpod"&gt;https://x.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on Instagram:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.instagram.com/theallinpod"&gt;https://www.instagram.com/theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on TikTok:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.tiktok.com/@theallinpod"&gt;https://www.tiktok.com/@theallinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Follow on LinkedIn:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.linkedin.com/company/allinpod"&gt;https://www.linkedin.com/company/allinpod&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Music Credit:&lt;/p&gt; &lt;p&gt;&lt;a href="https://rb.gy/tppkzl"&gt;https://rb.gy/tppkzl&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/yung_spielburg"&gt;https://x.com/yung_spielburg&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Intro Video Credit:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/TheZachEffect"&gt;https://x.com/TheZachEffect&lt;/a&gt;&lt;/p&gt; &lt;p&gt;Referenced in the show:&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/BTC-USD"&gt;https://www.google.com/finance/quote/BTC-USD&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424"&gt; https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fred.stlouisfed.org/series/DGS10"&gt;https://fred.stlouisfed.org/series/DGS10&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11"&gt; https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html"&gt;https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elerianm/status/1857297087010107728"&gt;https://x.com/elerianm/status/1857297087010107728&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/chamath/status/1359248379377762310"&gt;https://x.com/chamath/status/1359248379377762310&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.congress.gov/bill/118th-congress/house-bill/4763/text"&gt; https://www.congress.gov/bill/118th-congress/house-bill/4763/text&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://stockanalysis.com/ipos/statistics"&gt;https://stockanalysis.com/ipos/statistics&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor"&gt; https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.google.com/finance/quote/TSLA:NASDAQ"&gt;https://www.google.com/finance/quote/TSLA:NASDAQ&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/elonmusk/status/1848055198494728496"&gt;https://x.com/elonmusk/status/1848055198494728496&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html"&gt; https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/EndWokeness/status/1856208378541769076"&gt;https://x.com/EndWokeness/status/1856208378541769076&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf"&gt; https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php"&gt; https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source"&gt; https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform"&gt; https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02"&gt; https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180"&gt; https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/shayne_coplan/status/1856838409861386722"&gt;https://x.com/shayne_coplan/status/1856838409861386722&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://www.cftc.gov/PressRoom/PressReleases/8478-22"&gt;https://www.cftc.gov/PressRoom/PressReleases/8478-22&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/shayne_coplan/status/1856808022481539192"&gt;https://x.com/shayne_coplan/status/1856808022481539192&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers"&gt; https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/WallStreetSilv/status/1852863585375977877"&gt;https://x.com/WallStreetSilv/status/1852863585375977877&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/charliekirk11/status/1857237886736715971"&gt;https://x.com/charliekirk11/status/1857237886736715971&lt;/a&gt;&lt;/p&gt; &lt;p&gt;&lt;a href= "https://x.com/VivekGRamaswamy/status/1856725762130260383"&gt;https://x.com/VivekGRamaswamy/status/1856725762130260383&lt;/a&gt;&lt;/p&gt;</description>

(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids...

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

All-In with Chamath, Jason, Sacks & Friedberg

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