4.2 • 7.1K Ratings
🗓️ 4 July 2025
⏱️ 85 minutes
🧾️ Download transcript
(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
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Referenced in the show:
https://x.com/chamath/status/1939049133362319363
https://x.com/Jason/status/1940546432190369871
https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981
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://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://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.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
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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