All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:08:28) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Gavin Baker: https://x.com/GavinSBaker Follow Joe Lonsdale: https://x.com/JTLonsdale 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://truthsocial.com/@realDonaldTrump/posts/113603133222686186 https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html https://x.com/davidmarcus/status/1862654506774810641 https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes

(0:00) Bestie intros! (1:54) Breaking down the DOGE roadmap (24:28) Milei's impact, DOGE's tight timeline, impact on GDP growth, "default sustainable," how to communicate DOGE (48:11) WW3 risk: Biden's recent escalation (1:00:43) Science Corner: Fat cells can remember being fat! Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular 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.wsj.com/opinion/musk-and-ramaswamy-the-doge-plan-to-reform-government-supreme-court-guidance-end-executive-power-grab-fa51c020 https://x.com/BehizyTweets/status/1859364239229821022 https://x.com/sfliberty/status/1858936359949304105 https://x.com/MarioNawfal/status/1859946626271388068 https://x.com/realdogenews/status/1859233043686334791 https://x.com/popeye31jc/status/1859233598328492360 https://x.com/MattForVA/status/1859248996377612755 https://www.youtube.com/watch?v=8NLzc9kobDk https://tradingeconomics.com/argentina/inflation-cpi https://x.com/TrumpWarRoom/status/1858258226199818595 https://x.com/Pismo_B/status/1858018620456186221 https://www.nytimes.com/interactive/2024/10/31/world/europe/russia-gains-ukraine-maps.html https://www.cnn.com/2024/11/17/politics/biden-authorizes-ukraine-missiles-russian-targets/index.html https://www.nature.com/articles/s41586-024-08165-7 https://x.com/bryan_johnson/status/1860022160833806646

(0:00) Bestie intros! (7:57) Election impact on Bitcoin, crypto, and fintech stocks (21:56) M&A and IPOs: What to expect in 2025 (39:52) Pharma advertising on cable tv: Should it be allowed? Is big pharma buying influence? (58:17) FBI raids Polymarket CEO Shayne Coplan's home (1:05:51) Trump's transition picks: Strategy, highest upside/downside, and more Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular 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.google.com/finance/quote/BTC-USD https://www.sec.gov/newsroom/speeches-statements/gensler-remarks-pli-s-56th-annual-institute-securities-regulation-111424 https://fred.stlouisfed.org/series/DGS10 https://www.businessinsider.com/federal-reserve-cuts-interest-rates-quarter-point-powell-inflation-election-2024-11 https://www.cnbc.com/2024/11/13/cpi-inflation-october-2024.html https://x.com/elerianm/status/1857297087010107728 https://x.com/chamath/status/1359248379377762310 https://www.congress.gov/bill/118th-congress/house-bill/4763/text https://stockanalysis.com/ipos/statistics https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor https://www.google.com/finance/quote/TSLA:NASDAQ https://x.com/elonmusk/status/1848055198494728496 https://www.nytimes.com/2024/11/13/business/media/msnbc-fox-news-ratings-election.html https://x.com/EndWokeness/status/1856208378541769076 https://www.americanrhetoric.com/speeches/PDFFiles/Mark-Zuckerberg-Letter-on-Govt-Censorship.pdf https://www.cjr.org/the_trump_reader/trump-threatens-new-york-times-penguin-random-house-critical-coverage.php https://nypost.com/2024/11/13/business/fbi-seizes-polymarket-ceos-phone-electronics-after-betting-platform-predicts-trump-win-source https://www.bloomberg.com/news/articles/2024-11-13/polymarket-investigated-by-doj-for-letting-us-users-bet-on-platform https://www.reuters.com/legal/us-federal-court-upholds-ruling-letting-kalshiex-list-election-betting-contracts-2024-10-02 https://www.nbcnews.com/tech/tech-news/fbi-raids-polymarket-ceo-shayne-coplans-apartment-seizes-phone-source-rcna180180 https://x.com/shayne_coplan/status/1856838409861386722 https://www.cftc.gov/PressRoom/PressReleases/8478-22 https://x.com/shayne_coplan/status/1856808022481539192 https://fortune.com/crypto/2024/10/30/polymarket-trump-election-crypto-wash-trading-researchers https://x.com/WallStreetSilv/status/1852863585375977877 https://x.com/charliekirk11/status/1857237886736715971 https://x.com/VivekGRamaswamy/status/1856725762130260383

(0:00) Bestie intros! (4:55) Sacks recaps election night at Mar-a-Lago (8:28) Analyzing the results: how Trump won, why Kamala and the Democratic Party lost (25:55) The failing Democratic coalition, campaign spend disparity, Trump's advantage in earned media (37:59) What mattered most: Policy, Candidate, or Campaign? (50:44) GOP will likely win House and Senate, potential cabinet positions, avoiding neocons (1:10:42) Cabinet positions, shaking up the unelected bureaucratic branch (1:28:47) California rejects progressives (1:35:17) Abortion laws being settled around the US Get tickets for The All-In Holiday Spectacular!: https://allin.ticketsauce.com/e/all-in-holiday-spectacular 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://x.com/twobitidiot/status/1854192602985255042 https://www.270towin.com/2024-election-results-live/president https://x.com/ChrisCillizza/status/1854515791690953066 https://www.youtube.com/watch?v=_e8-KX3XKL8 https://x.com/Jason/status/1854209590424121464 https://x.com/SawyerMerritt/status/1854045298475110779 https://x.com/DavidSacks/status/1854342908356297068 https://x.com/arifleischer/status/1854270972775305291 https://www.fec.gov/data/spending-bythenumbers/?office=P https://www.usnews.com/news/national-news/articles/2024-11-01/16-billion-will-be-spent-in-the-2024-election-wheres-it-all-going https://x.com/DavidSacks/status/1829383729284067659 https://www.snopes.com/fact-check/trump-very-fine-people https://x.com/TheRabbitHole84/status/1840977783247286429 https://www.cnn.com/election/2024 https://polymarket.com/event/house-control-after-2024-election https://x.com/MarioNawfal/status/1854536321282519396 https://www.instagram.com/p/DCFJ4mlsmEG/?hl=en https://x.com/DavidSacks/status/1854202717637411199 https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies https://x.com/chamath/status/1854229735477551600 https://www.nbcnews.com/politics/2024-election/la-district-attorney-progressive-loses-re-election-gascon-rcna175906 https://www.nytimes.com/interactive/2024/11/05/us/elections/results-abortion.html