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Pete Buttigieg: The Left's Identity Crisis, Wealth Tax, 2024 Mistakes, Plans for 2028
All-In Podcast· 2025-10-30 18:11
(0:00) Chamath and Jason welcome Pete Buttigieg (1:31) Why the Democrats lost tech (6:40) Taxes: Federal wealth tax, wealth disparity, billionaires, the role of government in the free market (23:17) Government efficiency: Democratic DOGE, breaking ranks on debt, his plan to control spending (33:01) Culture Wars: The costly role of democratic identity politics, navigating a primary with moderate views, the two Democratic Parties (40:07) Immigration: Trump shutting the border, Biden’s failure (47:38) Working ...
Nobel Peace Prize Winner María Corina Machado on Defeating Maduro, Socialism & Freeing Venezuela
All-In Podcast· 2025-10-28 15:44
(0:00) Friedberg introduces 2025 Nobel Peace Prize Winner María Corina Machado (4:27) Venezuela before and after Chavez (15:25) Why María got involved in politics and why she was expelled (24:33) Why Maduro was chosen and Chavez's successor, China relationship, why people are fleeing (31:27) Intimidation tactics by the Maduro regime, response to claims of her being a "Western puppet" (39:30) Presidential run, election fraud, how different US regimes have viewed Venezuela (54:23) The rise of socialism in the ...
NBA Gambling Scandal, Billionaire Tax, Tesla's Future, Amazon Robots, AWS Outage, Dangerous AI Bias
All-In Podcast· 2025-10-24 23:13
(0:00) Bestie intros! (1:02) CA Billionaire Tax (17:00) Major NBA gambling scandal (29:51) Amazon's eventful week: AWS outage and leaked robotic automation plans (49:55) Tesla earnings, Optimus, Elon's pay package, "corporate terrorists" (1:03:54) Study shows AI bias 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.tikto ...
California Forever: The Startup Building America's Next Great City
All-In Podcast· 2025-10-21 20:03
The dream. Build a livable, affordable, eco-friendly community. California Forever owns more than 100 square miles of land here in Solano County, backed by Silicon Valley investors to build a new city.>> We're going back to what the Bay Area and Northern California used to do back in the 60s and 70s and 80s when it was the center for high-tech manufacturing in America. >> This new city will be entirely self-funded and sustainable. The innovation engine that we have in Northern California is really special a ...
Chamath’s Fix for AI: Big Tech Should Pay Your Electric Bill
All-In Podcast· 2025-10-20 15:10
Google was planning a $1 billion spend on a data center in Indianapolis. There was enough push back and so I think to avoid what would have been an awkward press cycle, Google just pulled it. In this same week, it happened two other times.In Wisconsin, there was a proposal very similar to Google's, but this time from Microsoft, and in the 11th hour, Microsoft pulled it. And then in the third example, there was an attempt by an Amazon data center to get built near Tucson that I think also was mothball. I do ...
"China Isn’t Rising, It’s Re-Ascending." 🚀🇨🇳
All-In Podcast· 2025-10-19 20:51
Geopolitical & Economic Perspective - China is viewed as a re-ascending power, historically holding the world's largest GDP for 70% of the years between 1500 and now [1] - China's capital allocation system is described as both rigid and flexible, with central control dictating priorities [2] Governance & Planning - Xi Jinping and his inner circle are directly involved in drafting China's 5-year business plan [3] - The 5-year plan is cascaded from the central group to the Politburo, then to provinces and prefectures for implementation [3][4] Strategic Investment & Innovation - In 2006 and 2007, prioritizing EVs led to a cascading system of venture capitalists operating against a national priority, incentivized for success [4] - This system of incentivized venture capital against national priorities has resulted in the creation of companies like BYD and Xiaomi [5]
How Orlando Bravo Built One of the Most Successful Firms in Private Equity
All-In Podcast· 2025-10-15 09:00
With one of the best track records in private equity, >> Bravo manages 179 billion in assets, >> Bravo has grown at a blistering pace. Last year, the firm returned over $13 billion to investors. In 2019, Orlando became the first Puerto Rico born billionaire. Private equity firms, the good ones, definitely beat the public markets. We are in the business of turning great innovators into great businesses. >> Ladies and gentlemen, please welcome Toma Bravo's Orlando Bravo. [Music] [Applause] [Music] See you. Th ...
This Simple Tip is Will Help You Live Longer and Sleep Better | Bryan Johnson
All-In Podcast· 2025-10-14 20:05
Health Optimization - Lowering resting heart rate before sleep is highlighted as the single best action for health improvement [1][6] - Aim for a 10% reduction in resting heart rate over a month, for example, from 60 bpm to 54 bpm [1] Sleep Quality Enhancement - Eating the final meal 4 hours before bedtime aids digestion and lowers heart rate, improving sleep quality [1][2][3] - Turning off screens an hour before bed allows the body to wind down, preventing a roused state that elevates heart rate [3][4] - Avoiding caffeine intake after noon is crucial due to its 6-hour half-life, which can disrupt sleep if consumed later in the day [4] Environmental Factors - Using amber and red lights instead of blue lights in the house can help promote relaxation [4] Relaxation Techniques - Incorporating a wind-down routine such as reading, walking, breath work, or meditation can calm the body and mind [5] Mental Well-being - High-quality sleep, achieved through optimized resting heart rate, is beneficial for mood and can alleviate anxiety or depression [6]
Bryan Johnson’s #1 Longevity Secret (It’s Not What You Think)
All-In Podcast· 2025-10-14 17:59
True or false. You, Brian Johnson, the man sitting across from me, one day, at some point, as of yet undefined in the future, you will die. False.Sold Venmo for $800 million. Has spent a fortune on a quest to stay young forever. Don't die is the general theme of what we're trying to do.It's humanity's only objective. None of us live forever except Brian Johnson. Ladies and gentlemen, please welcome Brian Johnson.Hi guys. Okay, everybody stand up. Okay, what you're going to do is you're going to choose your ...
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
All-In Podcast· 2025-10-14 02:26
Innovation and Growth - The company believes five innovation platforms (robotics, energy storage, artificial intelligence, blockchain technology, and multiomic sequencing) will drive real GDP growth from 3% to 7% or higher [6][8] - Convergence among these technologies, like robotics, energy storage, and AI in autonomous mobility, will lead to explosive growth [9][33][34] - The company views the convergence of sequencing technologies and AI in healthcare as a profound and inefficiently priced opportunity [11] Investment Strategy and Market Analysis - The company emphasizes researching by technology rather than sector or industry due to technology's permeation across all sectors [5][12] - From 2019 to 2024, the "MAG 6" (largest cash-rich stocks) tripled in valuation, while truly disruptive innovation only increased by 30%, indicating a shift towards innovation is expected [13][14] - The company anticipates a compound annual rate of return of roughly 40-45% for truly disruptive innovation over the next five years [17] - The company concentrates portfolios towards highest conviction names based on a scoring system including management, execution, moat, product, service, leadership, valuation, and thesis risk [30][31] Bitcoin and Portfolio Allocation - The company's official bull case for Bitcoin is $1.5 million per coin [18] - Modern portfolio theory suggests an optimal Bitcoin weight of 19% in a diversified portfolio could potentially drive Bitcoin to $3.8 million [19] Tesla and Elon Musk - The company's model forecasts Tesla at $8.5 trillion in 10 years, with a price target of $2,600, significantly higher than the current price of around $330 [32][33] - The company views Elon Musk's compensation package as highly motivating and aligned with achieving milestones [35]