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All-In with Chamath, Jason, Sacks & Friedberg

Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.27.1K Ratings

🗓️ 4 July 2025

⏱️ 85 minutes

🧾️ Download transcript

Summary

(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; US fiscal picture post-BBB

(43:26) US dollar down over 10% in 2025

(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings

(1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI

Get All-In Tequila:

https://tequila.allin.com

Join us at All-In Summit:

https://allin.com/summit

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

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Follow on LinkedIn:

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://x.com/chamath/status/1939049133362319363

https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH

https://x.com/Jason/status/1940546432190369871

https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981

https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01

https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/

https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech

https://x.com/chamath/status/1927373268828266795

https://x.com/elonmusk/status/1939762942851027127

https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02

https://x.com/RayDalio/status/1940507002037240242

https://x.com/balajis/status/1940094433699234181

https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html

https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale

https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8

https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders

https://x.com/cremieuxrecueil/status/1937644999790985324

https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f

https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman

https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01

https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm

https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million

https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025

https://polymarket.com/event/fed-decision-in-september?tid=1751571922163

Transcript

Click on a timestamp to play from that location

0:00.0

All right, welcome to the show, everybody, number one podcast in the world.

0:03.5

And, man, going to be really exciting come September, September, 7th, and 9th, the All-In Summit in its fourth year this week, doing Freedberg's job for him because he's been a little bit busy.

0:16.0

Oh, you're not.

0:16.6

Lockdown is in.

0:19.5

Looks like, Jason, what do you do right is in why are you doing you can

0:23.0

believe it cut Nick B and every year you pre-announce a bunch of people who don't

0:29.1

show up it's literally you literally big people who what he's talking about like I got

0:33.1

Elon to come three out of three years I have gotten a couple of trillion dollars in

0:37.4

market cap for your Freiburg and more to come about it more to worry about this took up three out of three years. I have gotten a couple of trillion dollars in market

0:37.6

cap for your Freiburg. And more to come. Don't worry about it.

0:40.6

Don't worry about it. This year is going to be better than ever. Better than ever. Allend.com

0:44.4

slash summit. And lots of exciting news around the tequila boys. Freebird, did you see MSN

0:50.7

covered me sending a case of the tequila to Bezos?

0:53.7

I didn't see that.

0:57.6

What do we do now?

1:01.7

Let your winners ride.

1:04.7

Rain Man, David Saches.

1:09.1

And it said, we open source it to the the fans and they've just gone crazy with it.

1:13.0

Love you, best.

1:13.5

I'm queen of Kinwan.

1:17.4

We've been crushed with orders.

1:20.3

Apologies if we're taking a little bit of time with customer support.

...

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