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All In Podcast Episode 212 Recap and Notes January 24 2025

January 24 2025

  • Thomas Laffont joins the pod
    • Coatue
    • Was Chris Evans agent
    • Highest rated speaker at AIS
  • Inauguration pics
  • Inauguration takeaways
    • Business friendly
    • American strength affirmation
    • Trump doesn’t seem to be playing favorites - Elon as well his rivals were all there
    • DOGE will find it hard
      • Seems to be established as a government agency
    • Trump dunked on Davos
      • Its now a counter indicator
      • Trump won and the globalist elite lost
  • Trump Executive Action
    • 26 EOs on Day 1 - all time record
    • DOGE
      • Lead, Engineer, HR specialist, attorney
      • Vivek leaving 😟
    • Tiktok ban suspended for 75 days
    • Jan 6 pardons
    • Ending birthright citizenship for children of illegal immigrants
    • Energy
    • Hiring freeze and RTO for federal employees
    • Regulatory freeze
  • Tiktok
    • Started with a simple idea
    • Great DAU
    • Great avg time per user
    • US business should be quite valuable
    • If it can’t exist without Trump’s consent - then the US government can name their price for the asset
    • Chamath predicts this deal will be a template for the future for America to share on the upside for these companies
    • Seems to be a good upside of having sharp business people in the administration
    • Counter - is it good for US government to be incentivized to favor Tiktok vs Meta
    • What precedent does this set? Should China ask for a portion of Tesla?
  • Jan 6 pardons
    • Seems its too indiscriminate
    • Maybe its a response to all the leniency in other cases like BLM, Antifa riots, etc
    • Seems pardon power has gone too far
  • Birthright citizenship
  • Stargate
    • Masa is the goat
      • Softbank
      • ARM
      • Almost with NVidia
    • ChatGPT is dominant
    • CapEx - is it useful?
    • Trump administration is equal opportunity - he went with Sam, Larry and Masa inspite of Elon
  • Electricity production
    • Chinese grid is more powerful than US grid
    • 1600TwH vs 9000 TwH 😟
    • Constellation Energy
    • US will need nuclear
      • Nuclear capacity in US has been very flat
    • US energy production is probably bigger national security risk than the border even
  • Netflix stock rise
    • Netflix stock vs percentage of Americans taking SSRI vs labor participation rate - these 3 graphs - show a terrible trend for society
    • How much is this just a substituting old media for new media
  • Broadcom teaser
    • Hock Tan - legend - bought it at $3.5B - now its $1.1T+
  • Crypto czar David Sacks!!!!
    • 3 EOs
      • Crypto
      • AI
      • PCAST
        • President’s Council of Advisors on Science and Technology
    • Crypto EO
      • Internal working group - make US world leader in crypto
      • Sacks, SEC Head, Sec of Treasury - and other department heads - Sacks will chair it
    • AI EO
      • Rescinds Biden EO
      • Dominate in AI
      • National Security Advisor Mike Waltz, Sacks and Office of Science and Technology Policy Michael Kratsios
    • PCAST EO
    • Inauguration thoughts
      • Sacks got to be on the dais
      • Lincoln message of public sentiment is quite powerful

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