All-In Podcast

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IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
All-In Podcast· 2025-06-21 03:06
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more (42:41) Why Apple is fumbling AI and how they can fix it (57:02) IPOs and M&A heating up in 2025 (1:16:18) State of liquidity: SPACs, Direct Listings, and more (1:25:40) Amazon's "kingmaker" position, job dis ...
Tony Robbins | All-In Live from Miami
All-In Podcast· 2025-06-19 15:48
Our next guest needs no introduction. Tony Robbins. You have to figure it out.Like I always say, if you want to take the island, you burn the boats. I got a chance to work with the president of the United States. Uh Clinton, and he calls me one day, true story, and says, "Tony, they're going to impeach me in the morning." How many of you ever achieved a goal you worked your guts out for and then achieved it and went, "Is this all there is?" Horrific.Horrible. It's great to uh meet you. Thank you.You're bigg ...
Hollywood Legend Michael Ovitz on AI Media: A New World of Passive vs. Active Entertainment
All-In Podcast· 2025-06-18 19:14
Does generative AI change the nature of media, which is a shared experience, a community experience that we all talk about, or do we end up in a world where everyone's got their own media or their own content. I think it's an individual decision. It's binary.You either want passive entertainment because you're exhausted. You want your brain taken to another place. The other side of that coin on the binary side is active entertainment.Do you want to create your own ending. Do you want to change characters. D ...
🚨Chamath on why the Fed could keep holding off rate cuts: "The only answer is political."
All-In Podcast· 2025-06-17 00:17
Let's just scenario play. Yes, please. What happens if Powell rips in a 100 basis point cut.Right now, I'll tell you. So, one part which is mathematical is the interest on the debt goes down. We save 300 billion.But there's something else that happens which is the Fed does control the front end of the curve. Meaning, how do people borrow money for small amounts of time from one day to about two years. If you make that cheaper, it's a test that's true as time.What happens is people borrow more money. that fu ...
JD Vance explains the Trump Era political realignment
All-In Podcast· 2025-06-16 19:24
The Bush Republicans are now Harris Democrats and the Kennedy Democrats are now Trump Republicans. Clearly something big is happening in our politics here. Can you explain this realignment.How do you see it. One way of understanding is you have to ask yourself who has benefited and who is harmed from the last 30 years of the bipartisan consensus in this country. Right.So you want to talk about a manufacturing policy that I think promoted the offshoring of millions of good American manufacturing jobs. in the ...
🚨Chamath: "If we go to war, this totally screws everything up. You could see oil double."
All-In Podcast· 2025-06-16 14:53
Every time we're on the verge of victory, somebody in the military-industrial complex invents some escalation of something so that we can just go to war. The answer always seems to be let's go to war or let's support a war or let's enable a war. And the bull work to that has been the president.If we go to war, this totally screws everything up. You could see oil double double. What happens to the economy of the world of world GDP of everything of inflation if you have oil at 100 bucks a barrel 112 bucks a b ...
🚨 Tucker Carlson: Riots over sanctuary cities are a threat to disunion
All-In Podcast· 2025-06-16 01:55
The federal government has as a core duty the right and responsibility to enforce immigration law and police the borders. That's what the government is. That's what the federal government is really.So if you contest that, it is like a threat to disunion fundamentally. I mean I think there's a lot at stake and we reached this point because a series of paradoxically weak federal governments allowed sanctuary cities to continue literally for decades. Each one its own form of insurrection against the central go ...
Tucker Carlson on war with Iran: "I think the downsides are overwhelming."
All-In Podcast· 2025-06-14 14:26
I'm amazed by how close we are to a military action against Iran. It's no defense of Iran. Of course, I'm not a Shiite for the record, but I think it comes with perils that people are not considering or willfully ignoring.And the main one is Iran is not Iraq or it's not Libya. It's not isolated. It's a central player in bricks.90% of Iran's oil exports go to China. It just signed a defense agreement with Russia in January. It has backup.It has big allies that represent the majority of the world's population ...
Peter Thiel on college: "far worse than I even thought ... a lot of the students got ripped off."
All-In Podcast· 2025-06-06 18:35
What have you learned getting people to quit school, giving them $100,000, and then how many parents call you and get really upset that their kids are quitting school. I think the universities are far worse than I even thought when I started this thing. You know, the student debt was 300 billion in 2000, it's uh it's basically uh close to two trillion at this point.And then if you look at it by cohort, if you graduated from college in 1997, 12 years later, people still had student debt, but most of the peop ...
Miami Mayor's Three Step Formula that Made It the Happiest and Healthiest City in America
All-In Podcast· 2025-06-04 02:21
We were ranked the happiest city in America, the healthiest city in America. If you had to lay out the road map for other cities, but frankly for other states, the rest of the country, what's the road map. The Francis Suarez road map.The formula for success is simple. Keep taxes low. Keep people safe.Lean into innovation. I lower taxes to the lowest level in history. And we've seen 140% growth in 9 years.So, the economy is robust. We have the lowest unemployment in America. We have the highest median wage g ...