White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

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All-In with Chamath, Jason, Sacks & Friedberg

Guest
(0:00) Welcoming Cyan Banister and David Sacks!

(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more

(33:37) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla

(49:11) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage

(1:00:31) Treasury vs Fed tension, Bond markets, consumers, deregulation

(1:12:59) Space rescue, SpaceX vs China, lunar landing

Thanks to our partners for making this happen:

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iTrustCapital (use code allin): https://www.itrustcapital.com/allin

Follow Cyan:

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Follow the besties:

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https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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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:

Bessent interview:

Lutnick interview:

https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html


https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161


https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7


https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223

https://www.cnbc.com/quotes/US10Y

https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html

https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship

https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791

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