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(0:00) The Besties welcome John and Patrick Collison!
(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators
(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy
(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years
(43:51) Crypto Corner: Milei's Memecoin embarrassment
(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model
(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up
(1:30:22) Science Corner: Asteroid update
(1:35:42) Why Stripe hasn't gone public yet, despite great metrics
Register for All-In at SXSW:
https://allin.com/events
Follow John:
https://x.com/collision
Follow Patrick:
https://x.com/patrickc
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.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html
https://x.com/Zigmanfreud/status/1890202488596492620
https://www.coworker.org/petitions/professional-dignity
https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings
https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts
https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883
https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html
https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html
https://arcinstitute.org
https://blogs.nvidia.com/blog/evo-2-biomolecular-ai
https://artificialanalysis.ai/models/grok-3
https://x.com/GavinSBaker/status/1891721991444447343
https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266
https://x.com/AsteroidWatch/status/1892338055354159256
https://x.com/AsteroidWatch/status/1892631907646447746
4.1
80488,048 ratings
(0:00) The Besties welcome John and Patrick Collison!
(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators
(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy
(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years
(43:51) Crypto Corner: Milei's Memecoin embarrassment
(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model
(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up
(1:30:22) Science Corner: Asteroid update
(1:35:42) Why Stripe hasn't gone public yet, despite great metrics
Register for All-In at SXSW:
https://allin.com/events
Follow John:
https://x.com/collision
Follow Patrick:
https://x.com/patrickc
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.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html
https://x.com/Zigmanfreud/status/1890202488596492620
https://www.coworker.org/petitions/professional-dignity
https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings
https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts
https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883
https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html
https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html
https://arcinstitute.org
https://blogs.nvidia.com/blog/evo-2-biomolecular-ai
https://artificialanalysis.ai/models/grok-3
https://x.com/GavinSBaker/status/1891721991444447343
https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266
https://x.com/AsteroidWatch/status/1892338055354159256
https://x.com/AsteroidWatch/status/1892631907646447746
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