IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 21 June 2025
⏱️ 113 minutes
🧾️ Download transcript
Summary
(0:00) The Besties welcome Thomas Laffont!
(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity
(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree
(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more
(42:41) Why Apple is fumbling AI and how they can fix it?
(57:02) IPOs and M&A heating up in 2025
(1:16:18) State of liquidity: SPACs, Direct Listings, and more
(1:25:40) Amazon's "kingmaker" position, job displacement
(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate
(1:52:13) Animal trailer
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Referenced in the show:
https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html
https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution
https://x.com/JoannaStern/status/1933564098291048764
https://www.youtube.com/watch?v=wCEkK1YzqBo
https://x.com/chamath/status/1932157508698919320
https://www.renaissancecapital.com/IPO-Center/Stats/Pricings
https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai
https://x.com/chamath/status/1935369326321877153
https://x.com/chamath/status/1935740807925100853
https://www.google.com/finance/quote/COIN:NASDAQ
https://www.google.com/finance/quote/SPOT:NYSE
https://x.com/ylecun/status/1935108028891861393
https://x.com/ben_j_todd/status/1934284189928501482
https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0
https://companiesmarketcap.com/microsoft/revenue
https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0
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. |
| 0:05.1 | I'm your host, an executive producer for life. |
| 0:08.4 | It's not a right, Dave, Freiburg. |
| 0:10.0 | Jake Hal, Jason Callic. |
| 0:11.4 | Not at all. |
| 0:11.5 | Not at all what you are. |
| 0:12.7 | Make sure you tune into this weekend startups and apply to Founder University. |
| 0:16.8 | You're something very different. |
| 0:18.0 | With us again today, the Sultan of Science, David Friedberg. |
| 0:24.3 | Can I just congratulate you on your fourth baby? |
| 0:27.6 | If you double that number, you're going to be able to catch up to Chimov and his five plus three illegitimate. |
| 0:32.4 | How are you doing that, Friedberg? |
| 0:37.3 | Let your winners ride |
| 0:38.5 | Rain Man David Sack |
| 0:41.4 | I don't know |
| 0:43.1 | And it said |
| 0:45.0 | We open source it to the fans |
| 0:46.6 | And they've just gone crazy with it |
| 0:48.2 | Love you, my nice |
| 0:48.9 | Queen of Kinwa |
| 0:50.5 | How you're feeling? |
| 0:53.2 | You're tired and grumpy, aren't you? You're a little tired For me. I didn't have to do the work. Are're tired and grumpy, aren't you? |
... |
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