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(0:00) Today's topics and bestie intros!
(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House
(38:15) Google's big week: AI in search, roadmap to diversifying revenue
(46:49) OpenAI acquires Jony Ive's design startup for $6.5B
(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals
(1:15:25) Science Corner: CRISPR breakthrough!
(1:23:02) How increased energy production could solve America's fiscal problems
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889
https://www.cnbc.com/quotes/US10Y
https://x.com/KobeissiLetter/status/1925253934794342405
https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D
https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/
https://x.com/JessicaBRiedl/status/1925257429408756087
https://www.google.com/finance/quote/BTC-USD
https://www.google.com/finance/quote/GCW00:COMEX
https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493
https://x.com/chamath/status/1925568992959492156
https://x.com/chamath/status/1925590496103342114
https://www.google.com/finance/quote/GOOG:NASDAQ
https://blog.google/products/google-one/google-ai-ultra
https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005
https://x.com/BenGeskin/status/1925579528933372198
https://x.com/DavidSacks/status/1924817118370951238
https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure
4
83818,381 ratings
(0:00) Today's topics and bestie intros!
(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House
(38:15) Google's big week: AI in search, roadmap to diversifying revenue
(46:49) OpenAI acquires Jony Ive's design startup for $6.5B
(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals
(1:15:25) Science Corner: CRISPR breakthrough!
(1:23:02) How increased energy production could solve America's fiscal problems
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889
https://www.cnbc.com/quotes/US10Y
https://x.com/KobeissiLetter/status/1925253934794342405
https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D
https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/
https://x.com/JessicaBRiedl/status/1925257429408756087
https://www.google.com/finance/quote/BTC-USD
https://www.google.com/finance/quote/GCW00:COMEX
https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493
https://x.com/chamath/status/1925568992959492156
https://x.com/chamath/status/1925590496103342114
https://www.google.com/finance/quote/GOOG:NASDAQ
https://blog.google/products/google-one/google-ai-ultra
https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005
https://x.com/BenGeskin/status/1925579528933372198
https://x.com/DavidSacks/status/1924817118370951238
https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure
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