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All-In with Chamath, Jason, Sacks & Friedberg

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

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

🗓️ 2 May 2025

⏱️ 95 minutes

🧾️ Download transcript

Summary

(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!

(4:05) Is Sacks back?

(8:19) Reflecting on Trump's first 100 days

(28:16) Global trade disruption, how businesses are dealing with tariffs

(49:14) Amazon flip-flops on its tariff pricing feature, national security issues

(1:04:13) AI agents, 1,000,000X'ing AI, and more

Follow Aaron Levie:

https://x.com/levie

Follow Ryan Petersen:

https://x.com/typesfast

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://en.wikipedia.org/wiki/OODA_loop

https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146

https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html

https://x.com/Molson_Hart/status/1915248938753392642

https://x.com/SecScottBessent/status/1917697018551754802

https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html

https://x.com/chamath/status/1908239828283777393

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://manus.im

https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369

Transcript

Click on a timestamp to play from that location

0:00.0

I got a wrap, guys.

0:00.8

I got to catch a flight to Miami.

0:02.7

Let me do a closing here if you want to keep going.

0:04.2

You're welcome to three, two.

0:05.3

Bro, the plane just waits.

0:06.0

Just text the pilot and just tell them you're...

0:08.4

All right, listen, I'm not burning all the all-in credits, so to speak, and all of our tokens.

0:14.4

I'm kidding.

0:15.1

I'm kidding. I'm kidding.

0:16.8

I'm not like... Wait, you're worried about missing a flight? It's everything and then putting it on the all-in budget and the rest of us are flying southwest.

0:23.6

For your chairman dictator,

0:26.4

Chimoth, polyosophicalia.

0:27.2

They're going to miss a flight?

0:28.0

It's a strange concept.

0:29.0

Yeah, David Sagan.

0:29.8

What does that mean?

0:30.6

David, what's the last time you flew commercial?

0:33.1

Clinton.

0:33.8

I haven't missed a flight in about 15 years.

0:52.0

Let your winners ride. I haven't missed a flight in about 15 years. All right, everybody, welcome back to I'm going all in.

0:58.1

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

1:03.1

We're back, we're back, and what an amazing panel we have today with us.

...

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