All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: Nostracanis appears!

(3:50) Wiz turns down Google's $23B offer, intends to IPO

(13:30) CrowdStrike's rough week

(17:51) Market update: Mag 7 sell-off?

(22:47) Sam Altman's UBI study was a mixed bag

(42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire

(48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted

(1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate

(1:08:37) Sacks responds to smear campaign

(1:26:46) Science Corner: China's nuclear buildout

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.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://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html

https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech

https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html

https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs

https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details

https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html

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

https://www.google.com/finance/quote/SPY:NYSEARCA

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

https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html

https://www.google.com/finance/quote/VIX:INDEXCBOE

https://public.websites.umich.edu/~mille/ORUS_Health.pdf

https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html

https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe

https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin

https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html

https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497

https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination

https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106

https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267

https://x.com/JoeBiden/status/1815080881981190320

https://x.com/paulg/status/1816334112086712830

https://x.com/paulg/status/1771640321446683060

https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf

https://x.com/mwseibel/status/1816542692727488784

(0:00) Bestie intros: Live from the RNC!

(1:34) Reacting to the assassination attempt against President Trump

(12:52) Impact of charged rhetoric

(21:15) Secret Service's massive failure; institutional decay

(37:02) Inside the RNC: Sacks breaks down his speech

(41:16) Trump picks JD Vance as his running mate

(58:52) All-In Summit scholarship applications are LIVE!

(59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B

Apply for the All-In Summit:

https://summit.allinpodcast.co

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Sacks RNC speech:

https://www.youtube.com/watch?v=rLArznk0Ns4

Jason's links (16:34):

https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence

https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

Referenced in the show:

https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds

https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474

https://x.com/TeslaVee/status/1813785645472690479

https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html

https://x.com/DylanByers/status/1811855698566975936

https://x.com/newrepublic/status/1810009748697448541

https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf

https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee

https://www.youtube.com/watch?v=pot7R0Affjs

https://x.com/cb_doge/status/1813289249288134660

https://x.com/mualphaxi/status/1812579998735491327

https://x.com/DavidSacks/status/1813270784942494110

https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service

https://x.com/yashar/status/1813757637584134615

https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html

https://x.com/VivekGRamaswamy/status/1812929198433964249

https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007

https://x.com/RitaPanahi/status/1813790835332595863

https://x.com/RWTNews/status/1813779819697725669

https://www.youtube.com/watch?v=h4FnpoNU8AI

https://www.youtube.com/watch?v=Xejs4gGUpjE

https://www.axios.com/2024/07/15/sequoia-capital-stripe

https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a

https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look

https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats

https://www.youtube.com/watch?v=XJP2zlH2nt8

https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting

(0:00) Bestie intros!

(4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception

(20:48) AI sentiment turns bearish due to massive spend with little revenue

(40:51) A16Z's 20K GPU cluster

(46:41) Broad implications of France elections

(1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances

Apply for All-In Summit: https://summit.allinpodcast.co

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://x.com/teddyschleifer/status/1811423421861113915

https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html

https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2

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

https://www.google.com/finance/quote/SPY:NYSEARCA

https://ycharts.com/indicators/sp_500_pe_ratio

https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens

https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024

https://youtu.be/R6hJh-OwoZw

https://www.sequoiacap.com/article/ais-600b-question

https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf

https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals

https://x.com/natfriedman/status/1668650915505803266

https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html

https://x.com/CilComLFC/status/1810110921383010563

https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html

https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520

https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214

https://x.com/greenfield64/status/1811199262350532767

https://x.com/Olivianuzzi/status/1808924240529535352

https://x.com/peterjhasson/status/1811052411584164210

https://youtu.be/kOeARghNIaY

https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out

(0:00) New format: The All-In Interview!

(0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media

(12:39) Understanding how humans are wired from an evolutionary biology perspective

(27:22) Haidt's proposals to help younger generations

(33:12) Linking themes and trends in Haidt's books with recent college protests

(48:17) Explaining traditional liberalism and conservatism

(56:55) Lightning Round: Parenting tips, Gen Z employees

Jonathan's website:

https://jonathanhaidt.com

Buy The Anxious Generation:

https://www.anxiousgeneration.com/book

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.anxiousgeneration.com/take-action

https://www.azquotes.com/quote/1385350

https://www.azquotes.com/quote/926752

https://www.thecoddling.com/chapter-1-antifragility

https://www.anxiousgeneration.com

https://www.afterbabel.com

https://letgrow.org

(0:00) Bestie Intros!

(5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?

(26:22) Cognitive decline coverup, Bestie strategy for Dems

(34:38) SCOTUS clarifies social media moderation

(47:06) SCOTUS overturns Chevron, limiting the power of federal agencies

(1:00:03) SCOTUS to hear case on restricting online porn in Texas

(1:05:27) SCOTUS rules in favor of President Trump in immunity case

Join/host a meetup: https://app.getriver.io/all-in

Apply for All-In Summit: https://summit.allinpodcast.co

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html

https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014

https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434

https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea

https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate

https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know

https://x.com/TheKevinDalton/status/1806669560852218045

https://x.com/0rf/status/1807620571934478683

https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas

https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf

https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268

https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf

https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies

https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02

https://x.com/noalpha_allbeta/status/1808265251202167183

https://x.com/ewarren/status/1808241509738631388

https://www.axios.com/2019/06/01/supreme-court-justices-ideology

https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188

https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf

https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution

https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825

https://x.com/unusual_whales/status/1808558981457326368

(0:00) Bestie intros!

(1:54) Debate recap and analysis: Hot swap incoming?

(16:53) Subverting democracy, power grab, Democratic party shakeup

(36:43) Why tech job postings are down significantly from pre-COVID levels

(42:43) OpenAI considering for-profit conversion

(54:11) The problem with safety-focused AI startups

(1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811

https://youtu.be/R6hJh-OwoZw

https://x.com/KellyO/status/1806505436457189594

https://x.com/WesternLensman/status/1806660589315658003

https://x.com/stoolpresidente/status/1806496453545586779

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

https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai

https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab

https://www.youtube.com/watch?v=YMnkqY98Cyo

https://x.com/benioff/status/1805664701298491623

https://www.youtube.com/watch?v=CwQMMzoeH9s

https://x.com/JoeBiden/status/1806739920255320347

(0:00) Bestie intros: Big house talk!

(1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization

(12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear

(20:22) Foreign policy: Ukraine/Russia

(25:05) Foreign policy: Israel/Palestine

(28:13) Abortion: Stance on a national ban

(31:09) Foreign policy: China

(32:33) COVID: Origins, Fauci relationship, deep state, bad deals

(39:39) Border: Wall, immigration, H-1Bs, recruiting global talent

(46:07) JFK Files: Full release, importance of transparency

(48:06) Debate prediction

(50:15) Post-interview debrief

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://x.com/tyler/status/1803872859938549920

https://x.com/cameron/status/1803876953860247831

https://x.com/LHSummers/status/1802097688269181436

https://x.com/davidsacks/status/179888324567070746

(0:00) Bestie intros: bringing up the energy!

(8:48) Trump fundraiser recap

(23:16) Elon's comp package approved by shareholders

(40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC

(50:17) OpenAI reportedly hits a $3.4B revenue run rate

(1:05:26) Macro debate: State of the US economy?

Follow Tim Naki:

https://www.instagram.com/tim.naki

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.instagram.com/tim.naki

https://x.com/eoghan/status/1799161733766062545

https://x.com/bennyjohnson/status/1800979079472288145

https://x.com/bennyjohnson/status/1797086962626494840

https://x.com/elonmusk/status/1801084780035154058

https://x.com/jhall/status/1795794521604718814

https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion

https://companiesmarketcap.com

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

https://x.com/chiefaioffice/status/1801022115426009309

https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en

https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en

https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

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

https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024

https://fred.stlouisfed.org/series/CES0500000003

https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf

https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html

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

https://x.com/VinnyLingham/status/1801129023168454907

https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders

https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1

https://x.com/jameslavish/status/1801248976911634648

https://x.com/peterfenton/status/1801300735520608529

(0:00) Besties intros!

(2:10) Responding to recent media coverage

(17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft

(32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop

(58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq

(1:02:34) Apple to announce OpenAI iPhone deal at WWDC

(1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@all_in_tok

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.youtube.com/watch?v=dQQhAg0mfF8

https://x.com/vkhosla/status/1769529054955446533

https://x.com/vkhosla/status/1796293773389127987

https://x.com/shaunmmaguire/status/1796415146077954329

https://x.com/DavidSacks/status/1798100723617698097

https://x.com/SawyerMerritt/status/1798779830521000426

https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html

https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a

https://companiesmarketcap.com

https://www.youtube.com/watch?v=F9cO3-MLHOM

https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519

https://www.reddit.com/user/DeepFuckingValue

https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4

https://x.com/TheRoaringKitty/status/1789807772542067105

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

https://www.youtube.com/watch?v=M-VO6dtFRes

https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301

https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue

https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb

https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html

https://www.instagram.com/tim.naki/reels

https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba

https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf

https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other

https://x.com/leonsimons8/status/1793319395080520036

(0:00) Bestie Intros: Jason's first show for his new production company

(2:15) Why Sacks and Chamath are hosting a Trump fundraiser

(18:40) House COVID investigation: findings, cover-up, what's next?

(41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades

(53:04) Crypto Corner with Chamath

(1:04:15) State of SaaS: Salesforce drops 20%, market teetering

(1:20:10) Trump verdict: guilty on 34 counts of falsifying business records

(1:37:36) Are we seeing an AI correction?

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow on X:

https://twitter.com/theallinpod

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures

https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform

https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute

https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report

https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance

https://x.com/emilyakopp/status/1795482121739354552

https://x.com/R_H_Ebright/status/1795454118594568312

https://www.youtube.com/watch?v=jGxSlW0NrB4

https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance

https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390

https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext

https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor

https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit

https://x.com/KatherineEban

https://x.com/emilyakopp

https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics

https://www.youtube.com/watch?v=nvQTXAgtA6s

https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf

https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500

https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict

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

https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down