(0:00) James Litinsky, MP Materials

(13:32) Lisa Su, AMD

(29:45) Chase Lochmiller, Crusoe

(43:26) Jensen Huang, Nvidia

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Intro Music Credit:

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https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(0:00) The Besties welcome JD Vance

(1:24) Immigration

(6:34) AI policy

(9:27) Relationship with China: Technology competition, striking a balance, trade

(12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world

(16:41) AI's impact on jobs

(22:02) Should America facilitate "National Champions" in strategic industries?

(24:09) Working at the White House with Sacks

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Intro Music Credit:

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(0:00) The besties introduce the day with Jacob Helberg

(9:08) Michael Kratsios, Director of the Office of Science and Technology Policy

(18:24) Chris Power, Hadrian

(35:15) Jake Loosararian, Gecko Robotics

(44:37) Shyam Sankar, Palantir

(1:00:33) Paul Buchheit, Y Combinator

(1:13:35) Kelly Loeffler, Administrator of the Small Business Administration

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

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(0:00) The Besties welcome Gavin Baker!

(1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis

(19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy

(38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US

(52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted

(1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says

https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html

https://polymarket.com/event/fed-decision-in-september?tid=1752872350388

https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html

https://www.cnbc.com/quotes/US30Y

https://polymarket.com/event/will-trump-remove-jerome-powell

https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair?tid=1752854752131

https://www.politico.com/live-updates/2025/07/15/congress/house-gop-crypto-bills-trump-00455645

https://www.nytimes.com/2025/07/15/us/politics/trump-ai-pittsburgh-speech.html

(0:00) The Besties welcome Travis Kalanick and Keith Rabois!

(3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens

(18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI

(40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence

(46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome

(58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026?

(1:13:12) SCOTUS backs Trump over federal government RIF plans

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Follow the besties:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html

https://www.youtube.com/watch?v=ZW5fJikPmfM

https://grok.com

https://www.youtube.com/watch?v=_wTA90BYo30

https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data

https://x.com/ArtificialAnlys/status/1943166841150644622

https://x.com/elonmusk/status/1943192643439337753

http://www.incompleteideas.net/IncIdeas/BitterLesson.html

https://x.com/chamath/status/1943177837956968499

https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser

https://x.com/perplexity_ai/status/1942969263305671143

https://x.com/elonmusk/status/1941584569523732930

https://polymarket.com/event/will-elon-register-the-america-party-by

https://ropercenter.cornell.edu/presidential-approval/highslows

https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx

https://www.whitehouse.gov/presidential-actions/2025/02/implementing-the-presidents-department-of-government-efficiency-workforce-optimization-initiative

https://www.scotusblog.com/2025/07/supreme-court-allows-trump-administration-to-implement-plans-to-significantly-reduce-the-federal-workforce

https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works

https://cei.org/publication/10kc-2025-numbers-of-rules

https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news

(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:

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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:

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Animal Trailer:

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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://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:

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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:

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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