(0:00) Bestie intros

(2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed

(14:10) Clean energy subsidies phased out: What this means for energy production in the US

(25:12) Elon/Trump; US fiscal picture post-BBB

(43:26) US dollar down over 10% in 2025

(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings

(1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI

Get All-In Tequila:

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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/1939049133362319363

https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH

https://x.com/Jason/status/1940546432190369871

https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981

https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01

https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/

https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech

https://x.com/chamath/status/1927373268828266795

https://x.com/elonmusk/status/1939762942851027127

https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02

https://x.com/RayDalio/status/1940507002037240242

https://x.com/balajis/status/1940094433699234181

https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html

https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale

https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8

https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders

https://x.com/cremieuxrecueil/status/1937644999790985324

https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f

https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman

https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01

https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm

https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million

https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025

https://polymarket.com/event/fed-decision-in-september?tid=1751571922163

(0:00) Bestie intros: The Core Four is back!

(1:38) Launching All-In Tequila!

(7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region

(29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence

(39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor

(1:06:02) Science Corner: Stem cell-driven aging reversal out of China

(1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair?

(1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings

Get All-In Tequila:

https://tequila.allin.com

Join us at All-In Summit:

https://allin.com/summit

Follow the besties:

https://x.com/chamath

https://x.com/Jason

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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://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665

https://x.com/whitehouse/status/1938053287535616085

https://slate.com/news-and-politics/2012/09/benjamin-netanyahu-should-be-careful-about-inserting-himself-too-much-into-the-presidential-race-between-barack-obama-and-mitt-romney.html

https://x.com/DavidSacks/status/1936973199734079907

https://www.washingtonpost.com/national-security/2025/06/23/exclusive-israel-intelligence-iran-call-audio

https://x.com/BillClinton/status/1937937455065293017

https://x.com/chuckschumer/status/1937890929689420209

https://www.cnn.com/2025/06/25/investing/stock-market-record-dow

https://fred.stlouisfed.org/series/M2SL

https://fred.stlouisfed.org/series/MMMFFAQ027S

https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department

https://polymarket.com/event/fed-decision-in-september?tid=1751083141866

https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair/will-trump-announce-kevin-warsh-as-next-fed-chair-in-2025?tid=1750968570295

https://www.wsj.com/tech/ai/anthropic-lands-partial-victory-in-ai-case-set-to-shape-future-rulings-e3560114

https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html

https://www.reuters.com/sustainability/boards-policy-regulation/microsoft-sued-by-authors-over-use-books-ai-training-2025-06-25

(0:00) The Besties welcome Thomas Laffont!

(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity

(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree

(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more

(42:41) Why Apple is fumbling AI and how they can fix it?

(57:02) IPOs and M&A heating up in 2025

(1:16:18) State of liquidity: SPACs, Direct Listings, and more

(1:25:40) Amazon's "kingmaker" position, job displacement

(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate

(1:52:13) Animal trailer

Follow Thomas Laffont:

https://x.com/thomas_coatue

Animal Trailer:

https://www.youtube.com/watch?v=8NNW5r63oXU

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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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://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers

https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html

https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html

https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution

https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18

https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5

https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05

https://x.com/JoannaStern/status/1933564098291048764

https://www.youtube.com/watch?v=wCEkK1YzqBo

https://x.com/chamath/status/1932157508698919320

https://www.renaissancecapital.com/IPO-Center/Stats/Pricings

https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai

https://x.com/chamath/status/1935369326321877153

https://x.com/chamath/status/1935740807925100853

https://www.google.com/finance/quote/COIN:NASDAQ

https://www.google.com/finance/quote/SPOT:NYSE

https://x.com/ylecun/status/1935108028891861393

https://x.com/ben_j_todd/status/1934284189928501482

https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0

https://companiesmarketcap.com/microsoft/revenue

https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0

https://www.youtube.com/watch?v=8NNW5r63oXU

(0:00) The Besties welcome Tony Robbins!

(0:23) Tony's background and how it led to his career

(8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies

(21:53) SSRIs, psychedelics, importance of personal moonshots

(31:49) Maintaining focus while managing multiple businesses

(36:37) Thoughts on longevity

(42:44) 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

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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/TheZachEffect

**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week.

(0:00) The Besties welcome Tucker Carlson!

(4:25) ICE raids, LA riots, immigration debate

(46:08) Strong macro data: inflation, tariff revenue, GDP, jobs

(1:14:00) Big, Beautiful Bill update: State of the bill, Senate math, how Trump should handle dissent in Congress

(1:29:15) War with Iran?

Follow Tucker:

https://x.com/TuckerCarlson

Follow the besties:

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Follow on Instagram:

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Follow on LinkedIn:

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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/opensourcezone/status/1932911958254366989

https://x.com/opensourcezone/status/1932632620140990635

https://x.com/opensourcezone/status/1932563726583882126

https://x.com/opensourcezone/status/1932633885822591032

https://x.com/opensourcezone/status/1932861766456738083

https://x.com/iapolls2022/status/1932476702644387955

https://x.com/iapolls2022/status/1933156707275874743

https://www.realclearpolitics.com/video/2025/06/09/lapd_chief_we_are_overwhelmed_by_riots_no_limit_to_what_theyre_doing_to_our_officers.html

https://www.wsj.com/articles/SB994028904620983237

https://nypost.com/2022/09/16/marthas-vineyard-migrants-sent-to-cape-cod-mass-calls-national-guard

https://x.com/elonmusk/status/1931896196836081975

https://nypost.com/2023/08/19/biden-sells-border-wall-parts-to-thwart-gop-push-to-use-them

https://www.nytimes.com/2025/06/10/us/politics/fetterman-la-protests-anarchy.html

https://www.newsweek.com/trump-tariff-revenue-may-2079077

https://www.cnbc.com/2025/06/11/heres-the-inflation-breakdown-for-may-2025-in-one-chart.html

https://www.atlantafed.org/cqer/research/gdpnow

https://x.com/eliant_capital/status/1932886788030541850

https://bipartisanpolicy.org/report/deficit-tracker

https://www.nytimes.com/2025/06/11/climate/world-bank-nuclear-power-funding-ban.html

https://x.com/DavidSacks/status/1932933894317162546

https://www.jointheresponsibleparty.com/p/coming-soon

https://trumpcard.gov

(0:00) David Friedberg welcomes Jared Isaacman

(1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut

(7:15) Relationship with Elon Musk, road to becoming a commercial astronaut

(16:37) Becoming Trump's nominee to lead NASA, the major issues at NASA and his plan to fix things

(31:52) Breaking down NASA's proposed budget cuts, the space race against China, private vs public space industry

(48:31) The truth behind Jared's nomination being withdrawn by President Trump

Follow Jared:

https://x.com/rookisaacman

Follow the besties:

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https://x.com/friedberg

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/TheZachEffect

Referenced in the show:

https://truthsocial.com/@realDonaldTrump/posts/114605559474286180

https://www.youtube.com/watch?v=3pv01sSq44w

https://x.com/elonmusk/status/1439412791815950336

https://www.youtube.com/watch?v=MaJmUUtr2SI

(0:00) The Besties welcome Mayor Francis Suarez!

(0:23) How Miami significantly decreased homelessness and homicides

(5:17) Formula for turning Miami into America's happiest and healthiest city

(10:32) Addressing overregulation at the local level

(17:05) Ambitions for his post-Mayor career

(21:39) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud!

Thanks to our partners for helping make this happen!

Check out OKX: https://www.okx.com

Check out Circle: https://www.circle.com

Follow Mayor Suarez:

https://x.com/francissuarez

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

(0:00) Bestie intros!

(1:25) The AI Doomer Ecosystem: goals, astroturfing, Biden connections, effective altruist rebrand, global AI regulation

(25:17) Doom vs Boom in AI: Job Destruction or Abundance?

(52:44) Big, Beautiful Bill cleanup and upside: DOGE angle, CBO issues

(1:17:14) US Steel/Nippon Steel deal: national champions and golden votes

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:

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Follow on TikTok:

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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://nypost.com/2025/05/28/business/ai-could-cause-bloodbath-for-white-collar-jobs-spike-unemployment-to-20-anthropic-ceo

https://polymarket.com/event/us-enacts-ai-safety-bill-in-2025

https://www.aipanic.news/p/the-ai-existential-risk-industrial

https://www.semafor.com/article/05/30/2025/anthropic-emerges-as-an-adversary-to-trumps-big-bill

https://x.com/nypost/status/1760623631283954027

https://www.telegraph.co.uk/news/2024/02/23/google-gemini-ai-images-wrong-woke

https://www.thefp.com/p/ex-google-employees-woke-gemini-culture-broken

https://www.campusreform.org/article/biden-admins-new-ai-executive-order-prioritizes-dei/24312

https://x.com/chamath/status/1927847516500009363

https://www.cnbc.com/2025/05/13/microsoft-is-cutting-3percent-of-workers-across-the-software-company.html

https://x.com/DavidSacks/status/1927796514337746989

https://x.com/StephenM/status/1926715409807397204

https://x.com/neilksethi/status/1926981646718206243

https://thehill.com/opinion/finance/5320248-the-bond-market-is-missing-the-real-big-beautiful-story

https://x.com/chamath/status/1928536987558105122

https://x.com/chamath/status/1927373268828266795

https://fred.stlouisfed.org/series/FYFRGDA188S

https://fred.stlouisfed.org/series/FYONGDA188S

https://www.cnbc.com/2025/01/03/biden-blocks-us-steel-takeover-by-japans-nippon-steel-citing-national-security.html

https://truthsocial.com/@realDonaldTrump/posts/114558783827880495

(0:00) The Besties welcome Nico Rosberg!

(0:27) Nico's history with F1, what makes a great driver

(6:24) The business of F1

(10:05) Teammate rivalries, why "Drive to Survive" works, future growth

(16:48) Post-F1 career, best angel investments, becoming a VC

(22:16) 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 Nico:

https://x.com/nicorosberg

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 TikTok:

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Follow on LinkedIn:

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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) 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:

https://x.com/RonJohnsonWI

Follow the besties:

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Follow on X:

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Follow on Instagram:

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Follow on LinkedIn:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect