A
All-In with Chamath, Jason, Sacks & Friedberg
Guest
(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://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
Continue reading...
(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://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
Continue reading...