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All In Podcast Episode 259 Recap and Notes January 30 2026

January 30 2026 Davos trip recap More business centric More American presence Trump effect Larry Fink is the new one running it so new influence Lutnick let the folks there have it on their decel agenda Climate agenda “bloom is off the rose” Great powers define the international system - not second/mid tier powers Before US intervention Europe has had a bloody war history - since 1945 there has been not as much conflict because of American influence Europe is desperate to keep US in NATO - so they are responding to Trump asking them to pay their fair share Greenland is the hot new issue - Trump took use-of-force off the table so hopefully a peaceful/reasonable solution can be negotiated Minneapolis and ICE Stephen Miller, Kristy Noem, Greg Bovino involved Trump pivots to Tom Homan Most states ICE isn’t having a problem so this issue is unique to Minnesota Minnesota has an organized resistance to ICE Media and leftists are ignoring the reality and creating...

All In Interview - Jeremy Allaire, George Kurtz, Adam Goldstein, Chase Lochmiller - Recap and Notes - January 25 2026

January 25 2026 Jeremy Allaire - Circle Co Founder Chaos is a ladder Stablecoins need trust Banks are threatened Genius Act (passed in US after other countries had already passed regulations earlier) But Banks can also benefit from this Its just another payment network So a big bank is using USDC for moving their global money Tether Tax filing, reconciliation, etc could all be done more easily with USDC Money velocity increasing will help innovation accelerate because it removes friction Socialism is here Georgy Kurtz - Co Founder Crowdstrike LLMs are a scary attack vector Davos is a good place to do business They have found 100s of fake/fraud employees Its a lot easier to get someone employed than to break into the system 🙂 Claims its coming from North Korea The managers still valued the high quality of the work inspite of being informed about the potential spying 🙂 Russia is still #1 in cybersecurity risk China is right there too China is very powerfu...

All In Interview - Dr. Mehmet Oz - Recap and Notes - January 23 2026

January 23 2026 (from NotebookLM) Head of CMS Introduction Setting the Scene: The podcast is recording live from Davos with a picturesque background that looks like a "green screen" but is real. The hosts joke about the "virtue signaling ESG DEI executives" nearby and solar panels that aren't plugged in. Dr. Oz’s Role: Dr. Oz is introduced as the "Administrator for CMS" (Centers for Medicare & Medicaid Services), transitioning from being "America's Doctor" to a civil servant. Transition to Public Service & Working with Trump Motivation: Oz views himself as being in the "change business." He believes healthcare offers no luxury for delay and felt he could make a more significant impact in this role than as a TV host. He calls it the "best job" he's ever had. Trump’s Management Style: ◦ Contrary to the expectation that government requires slow consensus building, Oz describes President Trump...

All In Interview - Brian Armstrong, Andrew Feldman and Jake Loosararian - January 23 2026

January 23 2026 (from NotebookLM) Part 1: Brian Armstrong (CEO, Coinbase) – Crypto Trends & Regulation Political Climate & Regulation ◦ Davos Atmosphere: Shifted from "ESG/DEI" focus to "brass tacks" business and deal-making, largely attributed to the "Trump effect". ◦ US Administration Shift: The Biden administration was viewed as unlawfully hostile to crypto. The Trump administration is seen as pro-business/crypto, creating a legal path for the industry and aiming to make the US the "crypto capital". ◦ Global Competition: China is paying interest on CBDCs (Central Bank Digital Currencies), creating pressure for the US to repatriate capital. Banking & Stablecoins ◦ Adoption: 5 of the top 20 global banks use Coinbase for crypto infrastructure. Some banks view crypto as an "existential" threat (similar to Amazon vs. Barnes & Noble), while others see opportunity. ◦ "The Genius Act" (Legislation):...

All In Discussion - Davos - Maria Bartiromo, David Sacks, Michael Kratsios - Recap and Notes - January 22 2026

January 22 2026 The State of the AI Race & US Leadership Current Standing: The U.S. is currently leading the global AI race. David Sacks notes that American companies continue to innovate with better models, chips, and data centers. Strategic Pillars: Michael Kratsios outlines three pillars of the U.S. strategy: Innovation: Maintaining a lead over competitors. Infrastructure: Building the necessary physical support (data centers/energy). Export: Sharing American technology with the world. Policy Shift: The speakers highlight a shift from the previous administration. President Trump’s approach promotes "permissionless innovation," contrasting with the Biden administration's executive order and "diffusion rule," which added hundreds of pages of regulations that treated AI as a highly regulated industry,,. Infrastructure, Energy, and Economics Demand vs. Bubble: Sacks dismisses fears that AI infrastructure is a bubble comparable to ...

All In Interview - Davos - Sarah B Rogers - Recap and Notes - January 22 2026

January 22 2026 (notes from NotebookLM) Guest Context: Sarah B. Rogers Role: Rogers serves as the Under Secretary for Public Diplomacy. While traditional diplomacy involves government-to-government relationships, her role focuses on the relationship between the U.S. government and foreign publics. Modern Focus: Her portfolio has evolved with the internet to address the "information ecosystem," dealing with "disinformation," and managing the tension between American free speech values and foreign regulations. The Conflict: U.S. Free Speech vs. European Regulation Rogers and the hosts discuss a widening divide between the U.S. (focused on the First Amendment and individual conscience) and Europe (focused on "technocratic regulation" and safety). 1. The United Kingdom: The Online Safety Act (OSA) Scope: The OSA imposes age-gating and requires platforms to assess risks for "upsetting" content, even if it is legal in the U.S.. Enforceme...