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[@theallinpod](/creator/twitter/theallinpod)
"🚨Gavin Baker on why a potential xAI + Apple partnership makes sense: "On the internet distribution wins championships." "Something that I think is interesting and relevant particularly to Grok X being the best product is the best product doesn't always win in technology." "In sports they say 'defense wins championships.' And on the internet distribution wins championships." "And Grok X has formidable competitors with lots of distribution." "And so from an industrial logic perspective something that I think makes a lot of sense particularly since OpenAI bought Jony Ive's hardware startup"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1946573319890698728) 2025-07-19 14:10:19 UTC 516.8K followers, 210.9K engagements


"Naval Ravikant: "I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us." On E215 @naval broke down his main AI fear: consolidated control enabled by regulatory capture. "If you really think you're going to create God do you want to put God on a leash with one entity controlling God" "That to me is the real fear." "I'm not scared of AI. I'm scared of what a very small number of people who control AI do to the rest of us 'for our own good.'" "I'm not an AI doomer. I don't think AI is going to end the world. That's a separate conversation.""  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1890610936769360052) 2025-02-15 03:55:47 UTC 516.4K followers, 303.9K engagements


"🚨David Friedberg: "If I saw us adding a terawatt of electricity production capacity per year I would shut the f**k up about the debt." @friedberg on E229: "The critical linchpin for all of those other points of abundance being unleashed is the energy equation and this is where I look very clearly and plainly at what China's doing versus where we're at today." "We've got stated intentions but the actions are where we're still. you know we gotta start showing up." "So the number of watts that the US can make at any given point in time is one terawatt one trillion watts." "Meanwhile right now"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1926337469722554749) 2025-05-24 18:00:17 UTC 516.6K followers, 1.5M engagements


"David Sacks on how to trade the Trump Presidency: Buy when the media panics As stocks hit all-time highs after a wild two month turnaround Sacks explained his theory: "I think there's a very easy way to trade the Trump presidency." "Anytime that the media tries to sow doom or spread panic about the Trump Administration's policies that's a good time to buy." "We saw this when Jim Cramer started touting the Black Monday that was coming and Larry Summers has been out there constantly with his TDS." "Whenever the media puts these experts on to tell you that there's chaos and doom that has proven"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1939775344858284172) 2025-06-30 19:57:36 UTC 516.3K followers, 106.2K engagements


"all-in takes dc @chamath and @friedberg sat down with @USTreasury secretary @SecScottBessent for an incredible long-form interview -- main street vs wall street -- the trump admin's economic strategy -- scott's involvement in the legendary trade that broke the bank of england in 1992 -- how to de-regulate the american economy -- doge + dc grifts ++ much more (0:00) chamath and friedberg describe their adventures in dc and welcome treasury secretary scott bessent (2:12) scott's background what drew him to equities the role of macro investors (7:22) the legendary trade that broke the bank of"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1902223565203665084) 2025-03-19 05:00:14 UTC 516.8K followers, 2.8M engagements


"Share a drink with your besties. The Besties All-In Tequila is live. Get yours:"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1943703189104001251) 2025-07-11 16:05:27 UTC 516.8K followers, 54.6K engagements


"2851 Miles by @bgurley from the @allinsummit now available in full on @x (0:00) 2851 Miles (24:44) In conversation with @bgurley"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1702908187287212257) 2023-09-16 04:52:05 UTC 516.8K followers, 6.1M engagements


"🚨Howard Lutnick on the state of tariff negotiations: Open your market to America or pay Commerce Secretary @HowardLutnick: "On August 1st whatever hasn't been settled will be settled and the tariffs go into effect." "Now nothing stops them from negotiating the next day. But they're paying on that day." "So that's next Friday. I mean that's not that far away." "So we're very busy because a lot of people are now coming to the table with their best best offer." "But the price has gone very very high." "And let's be clear what that price is: you will open your market to America." "You will open"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948825516712022278) 2025-07-25 19:19:45 UTC 516.8K followers, 49.4K engagements


"🚨🚨🚨 POD UP travis kalanick (@travisk) and keith rabois (@rabois) fill in for sacks and friedberg -- grok X launch wows -- learning "the bitter lesson" in ai -- ai-native browsers: hail mary waste of time or killer product -- elons third party: is now the right time -- scotus backs trump on federal rifs (0:00) the besties welcome travis kalanick and keith rabois (3:02) travis on / uber rumors and the state of cloud kitchens (18:51) xai launches grok X learning "the bitter lesson" in ai (40:36) how grok can catch chatgpt in usage openai's product excellence (46:27) perplexity and openai"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1943796269648162898) 2025-07-11 22:15:19 UTC 516.8K followers, 654.7K engagements


"Travis Kalanick Explains Cloud Kitchens: "Infrastructure for Better Food" @travisk at last year's All-In Summit: "Food is at the center of the human experience the center of humanity and just how we live." "But it's got a lot of problems: health cost convenience. It could be a hell of a lot better." "At my last gig we did Uber Eats. It was a starting point." "But the difference with food versus rides is that the infrastructure is already there. You had a bunch of cars that were XX% unutilized and so you just had to light it up." "But to do food right you needed to build the infrastructure.""  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1943057341282148783) 2025-07-09 21:19:05 UTC 516.7K followers, 31.9K engagements


"🚨 All-In Summit Speaker Announcement: Dara Khosrowshahi -- CEO Uber -- +43% YTD $190B market cap (hit new ATH in July) Dara will join the besties on stage at the 2025 All-In Summit Tickets: 2024 Recap: @dkhos @uber"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1946232955749249074) 2025-07-18 15:37:50 UTC 516.8K followers, 92.2K engagements


"Thanks to our partners for making this happen: @NYSE: @VISA:"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948165822897115347) 2025-07-23 23:38:22 UTC 516.8K followers, 24K engagements


"Winning the AI Race: Enabling the Expansion Featuring Jensen Huang Lisa Su James Litinsky and Chase Lochmiller (0:00) James Litinsky MP Materials (13:32) Lisa Su AMD (29:45) Chase Lochmiller Crusoe (43:26) Jensen Huang Nvidia"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948150035809767445) 2025-07-23 22:35:38 UTC 516.8K followers, 267.5K engagements


"Thanks to our partners for making this happen: @NYSE : @VISA :"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948165538334552064) 2025-07-23 23:37:14 UTC 516.8K followers, 21K engagements


"David Friedberg: "I think that AI may actually break education." "I think the internet was the first leg on the stool to break higher education." "The internet democratized access to information and knowledge." "You can watch MIT graduate courses. That's an incredible transition that's happened for humanity for society for the world." "AI is the next leg of the stool to break." "And I think that AI may actually break education." "It may break higher education and then eventually it may make its way all the way down to childhood in terms of rethinking from first principles how do we educate""  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1942737672662827083) 2025-07-09 00:08:50 UTC 516.8K followers, 113.3K engagements


"🚨 An All-Time Episode: The Great Tariff Debate 🤝 featuring: -- @Jason -- @chamath -- @DavidSacks -- @LHSummers -- @ezraklein (@friedberg is off this week) (0:00) bestie intros (0:58) reacting to trump targeting china and postponing all other reciprocal tariffs (21:21) measures for success of tariffs debating the impact of letting china into the wto (46:14) is the us being exploited on trade was free trade a mistake (1:02:01) recession chances how the trump administration gathers information (1:19:39) future of the democratic party abundance agenda doge (1:51:00) the besties recap the debate"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1910851771330592837) 2025-04-12 00:25:38 UTC 516.8K followers, 1.9M engagements


"Winning the AI Race: Government Unleashing Industry Featuring Scott Bessent Howard Lutnick Chris Wright and Doug Burgum (0:00) Scott Bessent Treasury Secretary (17:44) Doug Burgum Secretary of the Interior and Chris Wright Energy Secretary (35:11) Howard Lutnick Commerce Secretary @howardlutnick @SecScottBessent @SecretaryWright @SecretaryBurgum"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948163978200498493) 2025-07-23 23:31:02 UTC 516.8K followers, 240.9K engagements


"🚨Keith Rabois on Perplexity's AI browser: "It's a great Hail Mary attempt" because " absent something like this Perplexity is toast." @jason: "OpenAI and Perplexity are going after the browser." "Perplexity launched Comet for their $200/month tier." "This is a really interesting category. Having your browser connected to agents lets you do really interesting things." @rabois: "I think it's a great Hail Mary attempt by Perplexity." "I think absent something like this Perplexity is toast." "Like per the stat about ChatGPT going to a billion users it's becoming the verb you know the way you"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1944927055868575952) 2025-07-15 01:08:39 UTC 516.8K followers, 45K engagements


"🚨Nvidia CEO Jensen Huang: " I've created more billionaires on my management team than any CEO in the world." Chamath: "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 $300M 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"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948502303969083836) 2025-07-24 21:55:25 UTC 516.8K followers, 424.9K engagements


"🧠David Friedberg explains the great hope of Artificial Superintelligence: Massive leverage on time to solve thousand-year problems "I don't think that humans are limited in our ability to solve problems." "I think we're limited in terms of time and what digital intelligence gives us is leverage on time so that we can now tackle ever more complex tasks." "This idea of superintelligence is that it could give us immense leverage in solving that complex problem that we otherwise may be challenged to solve over decades or hundreds of years or think about one day solving a problem that would take"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1946992700781191260) 2025-07-20 17:56:47 UTC 516.8K followers, 51.9K engagements


"The Besties All-In Tequila is live. Get yours:"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1939137170230648935) 2025-06-29 01:41:43 UTC 516.8K followers, 250.9K engagements


"Winning the AI Race: Vice President JD Vance @JDVance sits down with the Besties (0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition striking a balance trade (12:42) Diplomatic relations when AI is at-scale operating in a multipolar world (16:41) AIs impact on jobs (22:02) Should America facilitate National Champions in strategic industries (24:09) Working at the White House with Sacks @VP"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948137470211801561) 2025-07-23 21:45:42 UTC 516.8K followers, 269.3K engagements


"🚨🚨 new all-in interview: jared isaacman on what went wrong at nasa @rookisaacman joins @friedberg for an incredible conversation on: -- being nominated by president trump to lead nasa -- the problems at nasa and his plan to fix them: misalignment bureaucracy external forces -- breaking down the proposed budget cuts to nasa -- why china caught up in defense and space and how to change america's trajectory -- private vs public in the space industry -- why his nomination was withdrawn days before he was set to be confirmed (0:00) @friedberg welcomes @rookisaacman (1:10) jared's background:"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1930328560805216624) 2025-06-04 18:19:27 UTC 516.8K followers, 1.2M engagements


"BESTIES ARE BACK 🚨 huge week: -- XX day war ends in us-led ceasefire -- how markets digested it + future of the region -- why socialism won in nyc what it means for the democratic establishment -- stocks hit all-time highs completing wild turnaround -- science corner: aging reversal out of china -- anthropic and meta get favorable rulings on ai copyright (0:00) bestie intros: the core four is back (1:38) launching all-in tequila (7:01) XX day war ends in us-led ceasefire: what it means for the future of the region (29:48) how markets digested the last few weeks in the middle east crucial"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1938828918665945433) 2025-06-28 05:16:50 UTC 516.8K followers, 484.2K engagements


"🚨 all-in takes DC is back @friedberg is joined by secretary of agriculture @SecRollins -- reforming the usda -- massive impact of food stamps on the usda budget -- the trump admin's outsider advantage -- state of farming in 2025: labor innovation expanding markets -- working with doge ++ much more (0:00) friedberg welcomes secretary rollins (1:32) how she ended up in trump's two administrations history of the usda (16:56) trump's first XXX days what needs to be reformed in the usda (21:31) snap's massive impact on usda budget: soda obesity health challenges; how being dc outsiders helps the"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1919076462415454281) 2025-05-04 17:07:38 UTC 516.8K followers, 400.6K engagements


"E215: the besties are joined by @naval -- jd vance's ai speech -- techno-optimists vs doomers -- immigration -- tariffs -- ai court cases -- parenting + sleep hacks (0:00) the besties intro naval ravikant (9:07) naval reflects on his thoughtful tweets and reputation (14:17) unique views on parenting (23:20) @DavidSacks joins to talk ai: @JDVance's speech in paris techno-optimists vs doomers (1:11:06) tariffs and the us economic experiment (1:21:15) thomson reuters wins first major ai copyright case on behalf of rights holders (1:35:35) @chamath's dinner with @bryan_johnson sleep hacks"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1890590388030689321) 2025-02-15 02:34:08 UTC 516.8K followers, 1.7M engagements


"Thanks to our partners for making this happen: @NYSE : @VISA :"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948165456944066584) 2025-07-23 23:36:54 UTC 516.8K followers, 18.6K engagements


"POD UP happy fourth of july besties 🌭🎇 -- big beautiful bill -- ai regulation moratorium removed -- impact of killing clean energy incentives -- elon/trump -- us fiscal situation post-BBB -- dollar down big -- harvard's money problems -- figma ipo (0:00) bestie intros (2:58) big beautiful bill: senate revision ai regulation moratorium killed (14:10) clean energy subsidies phased out: what this means for energy production in the us (25:12) elon/trump (43:26) us dollar down over XX% in 2025 (53:51) harvard's money problems: bleeding $1b/year in fight against trump potential investigation over"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1941147883597692930) 2025-07-04 14:51:34 UTC 516.8K followers, 346.8K engagements


"🚨 Chamath explains Grok 4's breakthrough and how Elon leapfrogged the competition in AI: @elonmusk and the team at xAI understood "The Bitter Lesson" by @RichardSSutton @chamath: "(The Bitter Lesson) basically says in a nutshell that you're always better off when you're trying to solve an AI problem taking a general learning approach that can scale with computation. Because it ultimately proves to be the most effective." "The alternative would be something that's much more human labored and human involved that requires human knowledge." "So the first method what it essentially allows you to"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1944096833191784774) 2025-07-12 18:09:39 UTC 516.8K followers, 598K engagements


"🚨Scott Bessent: "I think the most important thing we can do is make it easy to build things again stay out of the way and not overregulate." Treasury Secretary @SecScottBessent: "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." "TSMC wants to build a gigantic fab system in Arizona and I think it might be able to produce up to X% of the chips that the United States needs." "And they're dealing with local building inspectors." "Evidently these chip design plants"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948557182074495387) 2025-07-25 01:33:29 UTC 516.8K followers, 95.8K engagements


"🚨 pod up -- @GavinSBaker joins -- trump vs powell -- solving the debt crisis -- the $XX trillion agi prize -- agi vs superintelligence -- nvidia h20 export restrictions lifted -- @BoHines joins with sacks to talk genius act / clarity act -- post-show: @SenatorHagerty joins sacks for a quick chat after the passing of the genius act (0:00) the besties welcome gavin baker (1:51) markets: pricing in tariffs trump vs. powell solving the debt crisis (19:24) the $XX trillion agi prize what agi and superintelligence look like in the economy (38:33) sacks and bo hines join to discuss the genius act"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1946410330600374367) 2025-07-19 03:22:40 UTC 516.8K followers, 136.9K engagements


"Thanks to our partners for making this happen: @NYSE: @VISA:"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948165695100878918) 2025-07-23 23:37:51 UTC 516.8K followers, 22.4K engagements


"Winning the AI Race Part 5: President Trump on the AI Action Plan (0:00) President Trump on the AI Action Plan (54:14) Executive Order signing @POTUS @realDonaldTrump @WhiteHouse"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948191518075838793) 2025-07-24 01:20:28 UTC 516.8K followers, 309.2K engagements


"🚨JD Vance: "I don't want companies to fire 9000 American workers and then go and say 'We can't find workers here in America.' That's a bullsh*t story." @JDVance: "You see some Silicon Valley technology firms especially the big firms say that they are desperate for workers that they can't find workers that they have to use 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." "Well wait a second. If you're not hiring American workers coming out of colleges for these jobs then how can"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1948803521664745578) 2025-07-25 17:52:21 UTC 516.8K followers, 83K engagements


"🚨 All-In Summit scholarships are going fast Join the besties at the world's greatest conference. 🗓 When: Sept 7-9 🌴 Where: Los Angeles CA ✅ Apply: Thanks @AthleticBrewing for supporting our scholarship program"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1946999206750585291) 2025-07-20 18:22:39 UTC 516.8K followers, 29.2K engagements


"🚨 All-In Summit Speaker Announcement: Joe Tsai -- Chairman Alibaba -- Owner Brooklyn Nets Joe will join the besties on stage at the 2025 All-In Summit Tickets: 2024 Recap: @joetsai1999 @AlibabaGroup"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1947713188956438617) 2025-07-22 17:39:45 UTC 516.8K followers, 87K engagements


"🚨 All-In Summit Speaker Announcement: Cathie Wood -- Founder CEO CIO of ARK Invest -- $20B+ under management Cathie will join the besties on stage at the 2025 All-In Summit Tickets: 2024 Recap: @CathieDWood @ARKInvest"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1944834668161061077) 2025-07-14 19:01:32 UTC 516.7K followers, 73.7K engagements


"🚨 All-In Summit Speaker Announcement: Roelof Botha -- Managing Partner Sequoia Capital -- Early investments in YouTube Instagram Block (Square) Roelof will join the besties on stage at the 2025 All-In Summit Tickets: 2024 Recap: @roelofbotha @sequoia"  
![@theallinpod Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1234260054368342016.png) [@theallinpod](/creator/x/theallinpod) on [X](/post/tweet/1945640023656747348) 2025-07-17 00:21:44 UTC 516.8K followers, 142.3K engagements


"🚨Chamath on why the Fed could keep holding off rate cuts: "The only answer is political." The FOMC's June rate cut decision is happening this week. It is expected they will keep rates unchanged. The chances of a Summer rate cut are extremely small. According to Polymarket: -- June: XX% chance of "No change" -- July: XX% chance of "No change" Chamath's take: "Let's just scenario play. What happens if Powell rips in a XXX 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 $300B." "But there's something else that happens"  
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"Chamath: President Trump Should Be Allowed to Right-size the Federal Government @Jason: "SCOTUS made a big decision here." "They've sided with Trump for plans for federal workforce RIFs reductions in workforce." @chamath: "I think President Trump should have absolute leeway to decide how the people that report to him act and do their job." "There are more than 2000 federal agencies." "Employees plus contractors I think number almost X million people." "If you put X million people into 2000 agencies and then you give them very poor and outdated technology which unfortunately most of the"  
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"Winning the AI Race: Enabling the Expansion Featuring Michael Kratsios Kelly Loeffler Chris Power Shyam Sankar Paul Buchheit Jake Loosararian (0:00) The Besties introduce the day with Jacob Helberg (9:08) Michael Kratsios Director of the Office of Science and Technology Policy (18:24) Chris Power Hadrian (35:15) Jake Loosararian Gecko Robotics (44:37) Shyam Sankar Palantir (1:00:33) Paul Buchheit Y Combinator (1:13:35) Kelly Loeffler Administrator of the Small Business Administration"  
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"Thanks to our partners for making this happen: @NYSE: @Visa:"  
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"Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack Jason: "The game here is who wins the AI prize five years from now" "Chamath who's your number one and number two" Chamath: " Tesla's one and Google's two." "And the reason is because they are the closest to having that vertically integrated stack that I spoke about." TESLA X "I think that Tesla has the best vision models." "Now with xAI they'll have one of the best LLMs and reasoning models." "And they'll be able to eventually stick that on Dojo." "And then all of that will be in all of the"  
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"🚨Travis Kalanick: Consumer software CEOs are freaking out about what to do when AI agents take over. @travisk: "As you guys know I've been spending my time on real estate and construction and robotics." "And so I've been out of this kind of consumer software game for a long time." "But it's super interesting over the last six months there have been a number of consumer software CEOs when I hang out with them or whatever they're like 'How are we gonna keep doing what we do when the agents take over'" @Jason: "The paradigm shift is so profound that the idea that you would visit a webpage goes"  
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"David Friedberg Destroys the House Spending Bill: "Americans should be ashamed." "If you are an American you should feel shame that your elected officials are proposing that this is the bill that gets passed." "Absolute disgraziad." "That we vaporize this much money that we put ourselves this much further in debt that we do not treat the situation as the fiscal emergency that it is." " We are now burning an additional $2.5T a year adding to our debt load." "We are in a fiscal crisis and we're not willing to admit it." " And I've said this from day one that DOGE can only do so much. And"  
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