12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 28 June 2025
⏱️ 108 minutes
🧾️ Download transcript
Summary
(0:00) Bestie intros: The Core Four is back!
(1:38) Launching All-In Tequila!
(7:01) 12 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 role of energy independence
(39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic Primary for NYC Mayor
(1:06:02) Science Corner: Stem cell-driven aging reversal out of China
(1:18:09) Market at all-time highs after huge turnaround: bull and bear cases; Next Fed chair?
(1:32:49) AI Copyright: Anthropic and Meta receive favorable rulings
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://abcnews.go.com/Politics/nato-secretary-general-calls-trump-daddy/story?id=123197665
https://x.com/whitehouse/status/1938053287535616085
https://x.com/DavidSacks/status/1936973199734079907
https://x.com/BillClinton/status/1937937455065293017
https://x.com/chuckschumer/status/1937890929689420209
https://www.cnn.com/2025/06/25/investing/stock-market-record-dow
https://fred.stlouisfed.org/series/M2SL
https://fred.stlouisfed.org/series/MMMFFAQ027S
https://www.cbsnews.com/news/gdp-report-first-quarter-2025-declined-commerce-department
https://polymarket.com/event/fed-decision-in-september?tid=1751083141866
https://www.cnbc.com/2025/06/25/meta-llama-ai-copyright-ruling.html
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Did you guys see this White House video? |
| 0:03.0 | Oh, is there a White House video? |
| 0:04.8 | I honestly think that was the funniest post by a White House ever was the Daddy's Home video. |
| 0:15.0 | I feel like popping bottles to this. |
| 0:17.1 | Come on now. |
| 0:18.1 | Up in the club. |
| 0:19.9 | Oh, in the VIP. Popping bottle with the rain man. Come on now. Up in the club. Oh, in the VIP. |
| 0:21.8 | Pop and bottle with the rain man. |
| 0:24.4 | Let's buy two bottles of that all in tequila. |
| 0:28.9 | We get a double. |
| 0:31.0 | That is the best. |
| 0:32.1 | The backstory to that is that Mark Ruto, who's the Secretary General of NATO, |
| 0:35.6 | called Trump Daddy at the summit. |
| 0:37.9 | Yeah, he called him Daddy. |
| 0:38.7 | Oh. |
| 0:39.8 | The guy got weird. |
| 0:41.3 | Bramberg, you missed it. |
| 0:42.3 | We were just up in the club. |
| 0:43.6 | You want to go back to the club for a second? |
| 0:45.1 | I do. |
| 0:45.7 | I love the club. |
| 0:46.4 | You ready? |
... |
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