Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

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

4.2 • 7.1K Ratings

🗓️ 26 April 2025

⏱️ 90 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(0:00) The Besties intro Andrew Ross Sorkin

(2:04) Market bump: Trump rally or a Bessent put?

(18:04) Are tariffs damaging the American "brand"? Apple's investment in India

(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea

(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem

(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE

(1:18:35) Science Corner: China's Thorium Breakthrough

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

https://x.com/nic__carter/status/1909066161464959070

https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html

https://x.com/TheTranscript_/status/1915116330534998440

https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372

https://truthsocial.com/@realDonaldTrump

https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html

https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev

https://x.com/EconomyApp/status/1915501252420784499

https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech

https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025

https://doge.gov/savings

https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet

https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty

https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28

Transcript

Click on a timestamp to play from that location

0:00.0	Okay, welcome back to the All In podcast.
0:04.4	J-Cal is not here this week.
0:06.8	He is off in Detroit at the Knicks game.
0:10.1	Congrats to the Knicks.
0:11.2	Here's a photo of our boy J-Cal hanging out with, who's that, Ben Stiller?
0:16.3	Man, what I'm going to have been stiller?
0:17.7	That looks like Shalame, right next to him.
0:20.3	Timothy.
0:20.6	That's Shalema. Sharmame a Shalamay right next to him. Timothy. That's Shalema.
0:21.5	Shalom.
0:22.7	Shalom.
0:22.9	I think so.
0:23.5	Shalom.
0:24.1	Shalom.
0:24.1	You know, Ben Stiller was once referred to as the Jewish Tom Cruise.
0:30.8	But he has not held up like Tom Cruise.
0:33.5	I got to say that.
0:34.6	He should have joined the church of Scientology.
0:36.7	Keep it up. You got to represent for us a little better.
0:57.3	Sitting in.
1:04.3	Sitting in this week is our boy Andrew Ross Sorkin, journalist, author, extraordinaire.
1:05.7	Andrew, welcome to the show.
	...

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