All-In Podcast

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馃毃 All-In Summit Speaker Announcement: Cleo Abram
All-In Podcast路 2025-07-29 19:35
Cleo, you're one of the fastest growing channels on YouTube right now. Former box journalist that left to go independent on YouTube. >> She went from 0 to 5 million subscribers in just 3 years.>> I don't know many other YouTube creators who are going to go to those lights. There's a lot of very lucrative fear-mongering going on. That's why I want to bring a more optimistic point of view into the conversation to help people imagine what could go right.That's why I went independent. ...
Energy Secretary Chris Wright: "Nuclear is the single biggest issue I work on."
All-In Podcast路 2025-07-28 19:45
Nuclear Energy Development - Next generation Gen 4 reactors are critical, with three reactors expected to be operational at Idaho National Lab next summer [1] - The company is supplying Halo fuel for these next generation reactors [1] - The company has committed to providing fuel to five next-generation reactor companies and plans to expand to a dozen [2] Government Support and Industry Growth - Tax credits for nuclear energy were included in a major bill to support the industry, which had been suppressed for three decades [2] - The industry may require assistance to initiate growth, even from a free market perspective [2] Future Outlook - The nuclear energy industry anticipates a transition to a free market within approximately 10 years [3] - This transition is dependent on the learning curve associated with small modular reactors, supply chain development, and volume production to reduce costs [3]
Nvidia CEO Jensen Huang: Exporting the American Tech Stack is Vital to Winning the AI Race
All-In Podcast路 2025-07-28 16:27
Deepseek when it came out, it was a great win for the United States. Imagine if Deep Seek came out and it only ran on Huawei. Could you imagine if QN came out and it only worked on non-American tech stack. Could you imagine if Kim came out and it only worked on non-American tech stack.And these are the top three open models in the world today. It is downloaded hundreds of millions of times. So the fact of the matter is American tech stack all over the world being the world's standard is vital to the future ...
Nvidia CEO Jensen Huang on comp: "If you take care of people, everything else takes care of itself."
All-In Podcast路 2025-07-26 17:43
Somebody who was inside your organization told me with the options that uh you have a secret pool of options and that you will randomly just if somebody does a great job drop a bunch of RSUs on top of them and that you have this little bag of options you carry around and that you leave them out. >> That's nuts. >> Is that true.>> Yeah, I'm carrying in my pocket right now. So listen, so this is what happens. I review everybody's compensation up to this day.>> Yeah. >> At the end of every cycle, I go through ...
馃毃Scott Bessent on the economy: AI will allow us to "run it hot"
All-In Podcast路 2025-07-26 14:19
We're full speed ahead. June was the first positive June for the Treasury since 2015. We actually had a surplus and we did that in a good way.We took in more revenues, some from tariffs, and we brought down spending. When I think about what we can do here, what I'm really excited about is the idea, you know, with AI that we can go back to the paradigm when I was younger in the '9s. Allan Greenspan was able to run the economy very hot because it was the IT boom and we had this very powerful non-inflationary ...
馃毃Howard Lutnick on the state of tariff negotiations: Open your market to America or pay
All-In Podcast路 2025-07-25 19:23
Trade Negotiations & Tariffs - The tariff issue is expected to be settled by August 1st, with tariffs going into effect on that day [1] - While negotiations can continue after August 1st, payments based on existing tariffs will be due [1] - The US is seeking market access for American ranchers, farmers, and fishermen [2] - Tariffs, such as 26%, 27%, 31%, and 19%, will be imposed if markets are not opened to American products [2] Market Access & Pricing - Increased activity as parties present their "best offer," but the "price" for market access has significantly increased [2] - The "price" involves opening markets to American goods [2]
馃毃JD Vance on tech companies firing Americans and applying for more visas: "That's a bullsh*t story."
All-In Podcast路 2025-07-25 17:49
You see some Silicon Valley technology firms, especially the big firms, say that they are desperate for workers, that they can't find for work workers, that they have to use, you know, overseas visa programs to find workers. And yet, at the same time, the college educated employment rate for STEM graduates in this country seems to be declining. Yeah.Well, wait a second. If you're not hiring American workers coming out of colleges for these jobs, then how can you say that you have a massive shortage in these ...
馃毃Scott Bessent: "I think the most important thing we can do is make it easy to build things again."
All-In Podcast路 2025-07-25 01:36
I think the most important thing we can do is make it easy to build things again and stay out of the way and not overregulate. I would say one of the surprises that I've had and I've had a lot of them when I went from civilian to public servant has been that in the US we've made it so hard to build things. Right.TSMC wants to build a gigantic FAB system in Arizona and I think it might be able to produce up to 7% of the chips that the United States needs and they're dealing with local building inspectors. Ev ...
Jensen Huang: "鈥奍've created more billionaires on my management team than any CEO in the world."
All-In Podcast路 2025-07-24 22:00
We see this capital being applied to human capital in a way that we never thought was possible. It used to be NBA players signing $300 million contracts. Now it's model researchers.And then there was a post this weekend that said that there was a person that was offered a billion dollars over four years by Meta. Now, if that's happening at this layer, why hasn't it happened at your layer. Because you are the enabler of all of that.And how do you think all of this human capital is going to actually play out. ...
Winning the AI Race: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit
All-In Podcast路 2025-07-23 21:04
5 4 3 2 1 zero. All engine running. Liftoff. We have a liftoff. That's one small step for man, one giant lift for mankind. The world's largest airliner. Each wing is big enough to hold five tennis courts. This new technology made it possible to meet the user's crucial needs. Enter the computer and a new age. What a computer is to me is it's the most remarkable tool that we've ever come up with. And it's the equivalent of a bicycle for our minds. Here I am playing a game of chess with a computer which is ana ...