Skip to main content

Posts

All In Podcast Episode 257 Recap and Notes January 9 2026

January 9 2026 CA Exodus Sacks in Austin, Texas Moved in December Austin office for Craft Ventures Chamath started the process in December - nothing decided yet Sacks’s broker helping Chamath find a place A lot of people are hedging their bets Larry Page going to Florida maybe Chamath claims $0.5T net worth of his friends have left Even Reid Hoffman thinks the proposed wealth tax is insane This is not going away - the leftists want it to go through The problem is the fraud - fix the fraud first then decide on taxes Sergey also probably left CA is also levying more taxes based on super voting - this is why the Google founders likely left Seizing assets tax - does it get on the ballot and does it go through Friedberg - No, and so No Mamdani and Cea Weaver communist rhetoric going up Collectivism over individualism Seize people’s property Predictions show Template Last year Friedberg Gavin Jason Chamath This year Friedberg Jason Chamath Sacks ...
Recent posts

All In Interview - Howard Lutnick - Recap and Notes - January 8 2026

Jan 8 2026 AirForce One stories Commerce Secretary Howard Lutnick Last year look back on experience coming in Outcome driven - working hard and failing is failure, not working and succeeding is success In department - cut 52000 → 40000 people Government has typically many specialists, not generalists - Secretary’s job is to put those together Scope BIS - Bureau of Industry and Security Tariffs Import/Export assist model (Boeing closely follows them for example) NTIA - Telecom, Spectrum, 6G?, AI GDP published - use the census, business census Publish on the blockchain Patent office NOAA - Oceans and Atmosphere Now there is Office of space commerce Tariffs Trade deficit is not buying stuff from a supermarket Its actually them owning you 1985 US owned more of the world - $148B 2026 they own more of us - $26T Trade deals Japan Hard to open them up culturally, economically, socially, technically (all of them) So slapped 25% tariffs Japan auto industr...

All In Interview - Scott Bessent - Recap and Notes - December 22 2025

December 22 2025 Budget Deficit - goal was 3% Came down from 1.8T to 1.78T (estimated was 2.0T which would have been much worse) 40% of government spending occurred in the 4th quarter of 2024 during Biden administration trying to convince voters to their side Projecting $200-$300B contraction Year nominal growth of 6% Hoping to get it down to mid 5s Tariffs Alan Greenspan did a great job in the 90s and during Clinton years economy was roaring Folks were even worried there wouldn’t be enough government debt to service some financial actors SF Fed with 150 years of data shows that tariffs are disinflationary and do not cause inflation (see study) Tariff policy is part of national security Fentanyl imports dropping by putting pressure on China Trump retaliated to Chinese rare earth tariffs with his own tariffs Chinese won’t stop producing because of tariffs - their economy is based on volume Current tariffs is to cause a rebalancing of the economy - over time it shou...

All In Podcast Episode 256 Recap and Notes December 31 2025

December 31 2025 Minnesota Fraud Apparently its been a long time issue Jeff Baillon investigated this issue about a decade ago Other fraud investigations and issues later on in similar cases 100s of millions of dollars in fraud reported across multiple cases Nick Shirley joins the show Started out as YouTuber in high school Claims YouTube would demonetize if he had political content Claims no big backing - he is independent Started on this Minnesota fraud story recently Hasn’t thought through about his legal safety on these issues so far Learned to do door-to-door salesmanship throughout his life Mormon upbringing Youngest brother Even the judges let the fraudsters go They set aside jury convictions Minnesota CCAP - state administered program but largely funded by Federal funds Nick’s work is almost like a decentralized DOGE - exposing the government fraud The country is being eaten alive by all this fraud, waste and abuse Autis...

All In Podcast Episode 255 Recap and Notes December 19 2025

December 19 2025 Bernie vs AI Decel pitch Proposing moratorium on new data centers so “democracy” can catch up This would be the biggest own goal ever He wants us to become like Europe (that has half the share of global GDP that they had 30 years ago) He just wants to stop all progress Capitalism might lead to unequal distribution of wealth but Socialism ALWAYS leads to equal distribution of poverty and misery Jury’s still out on AI - only Nvidia is making money - everyone has put a lot of capital at risk AI is just the new lightning rod for fear so politicians can drive fear in the conversation People are justified in asking questions about AI effects - job loss, electricity prices, etc while the AI companies are circle jerking capital around We should invest like Andrew Carnegie built 2500 libraries - so people can feel part of the progress Wider Anti-AI sentiment issue Vanguard study debunks AI job loss doomer narrative As you make workers more productive, the...

All In Podcast Episode 254 Recap and Notes December 12 2025

December 12 2025 Tucker Carlson returns to the show White House Holiday Party recap - Sacks, Chamath got shoutouts, Pod got shoutout Paramount vs Netflix bidding war for Warner Bros Netflix offer accepted Paramount back with bigger counter offer Business deal vs Cultural deal Question over whether Trump should involve himself in anyway Question about media consolidation Concerns about censorship Rise of Nick Fuentes Might have got on the radar as backlash to Ben Shapiro’s efforts to censure him He is another iteration of identity politics Seems like a talented broadcaster America First vs MAGA vs America Only Should a democratically elected government lookout first for its citizens or an alternative? Is there a coordinated campaign to amplify polarizing content? Seems the bots/accounts that are amplifying this are originating from many foreign countries One could conclude that there is a deep inorganic effort to put him on the front page of the news ...

All In Podcast Episode 253 Recap and Notes December 5 2025

December 5 2025 OpenAI Code Red More competitors doing well Anthropic beating them in enterprise revenue Google coming for them OpenAI leading consumer, but Anthropic leading enterprise and API Sign of vibrant and dynamic competitive market Google did this a couple of years ago and now Gemini is good Google did this with Project Canada way back when Microsoft launched Bing This worked for the US with the Manhattan Project Tried and tested tactic - responding to an impending threat Sam deserves credit for doing this - need to treat situations seriously Clearly the ecosystem is very competitive 5 different companies ChatGPT - leading in consumer Anthropic - best coding assistant xAI - best at current events Meta has deep pockets Google doing really well with Gemini Goldilocks scenario - lots of competition and lots of growth Competition is what brings out the best in the American system ChatGPT decline in market share is increasing ...