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All-In with Chamath, Jason, Sacks & Friedberg

Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

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

🗓️ 24 May 2025

⏱️ 94 minutes

🧾️ Download transcript

Summary

(0:00) Today's topics and bestie intros!

(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House

(38:15) Google's big week: AI in search, roadmap to diversifying revenue

(46:49) OpenAI acquires Jony Ive's design startup for $6.5B

(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals

(1:15:25) Science Corner: CRISPR breakthrough!

(1:23:02) How increased energy production could solve America's fiscal problems

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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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://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889

https://www.cnbc.com/quotes/US10Y

https://x.com/KobeissiLetter/status/1925253934794342405

https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D

https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/

https://x.com/JessicaBRiedl/status/1925257429408756087

https://www.google.com/finance/quote/BTC-USD

https://www.google.com/finance/quote/GCW00:COMEX

https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493

https://x.com/chamath/status/1925568992959492156

https://x.com/chamath/status/1925590496103342114

https://www.google.com/finance/quote/GOOG:NASDAQ

https://blog.google/products/google-one/google-ai-ultra

https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005

https://x.com/BenGeskin/status/1925579528933372198

https://x.com/DavidSacks/status/1924817118370951238

https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure

Transcript

Click on a timestamp to play from that location

0:00.0

All right, everybody, welcome back to the number one podcast in the world, the All In

0:04.4

podcast. Today, the original squad is back. No guess, just full contact sacks. It's back. We're

0:10.9

going to break down a number of topics today, including chaos in the bond market. As Republicans

0:16.6

seemingly have abandoned the Doge agenda, and we're going to debate the big, beautiful bill,

0:22.5

which is going to add trillions for our national debt.

0:25.4

And it's a new era for Google as they released an AI-first search product.

0:30.7

Open-Ai has acquired Johnny Ives company, I.O.

0:33.6

To make some sort of gadget, they've paid over $6 billion. Is this the real deal or not? You're

0:40.0

going to find out today. And is energy the solution to every problem we have? One besties,

0:45.7

got a very interesting take. All that and more on the number one podcast in the world.

0:51.3

Stick with us. For the fourth year in a row, we're going to do the

0:55.0

All In Summit. If you guys remember, four years ago, I decided, hey, let's do a summit. And then

0:59.2

these three besties were like, no, we don't want to do a summit. Now it's become a big thing.

1:03.9

And everybody loves it. September 7th to 9th in Los Angeles. I do give you credit for that, Jacob. Yeah, if you gave me hell for a year. Okay. It sounds like an apology, but okay, sure.

1:12.9

I'm sorry.

1:13.5

You're wonderful, and I appreciate what you created.

1:15.7

Thank you very much.

1:16.5

Wow.

1:16.9

Finally, some credit.

1:17.9

Okay.

1:18.6

We all know the goal of the summit is to have the world's most important conversations

1:21.5

and this year will be no different.

...

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