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All In Podcast Episode 242 Recap and Notes September 6 2025

September 6 2025

  • Jason/Sacks banter
  • White House Tech dinner

    • Lot of big leaders - representing ~half the tech industry by market cap

      • Gates, Zuck, Cook, Brin, Pichai, Altman, etc

    • Big moment for Sacks

    • Lot of comity in the room - largely on the same page wrt what was happening in the economy and world and what they needed for the tech industry to do well in the world

      • Pro innovation, pro exports, pro energy, pro worker

    • Friedberg had a good podcast with Rand Paul

    • Sacks, Chamath, Friedberg got to hang with the President in the White House and chill

    • Karoline Leavitt etc seemed very competent

    • Incredible scenes

    • Melania Trump championing AI for education for kids

    • Consensus in the room seemed to be that current administration is doing a better job letting the leaders do their work vs the Biden administration

    • Biden/Kamala didn’t pursue this group and didn’t engage with them

    • Trump 2.0 is engaging the business community and meeting them where they are

    • This doesn’t mean they become republicans but folks have to engage

  • Trump tariffs not legal ruled by US appeals court

    • President does have 5 statutes in his favor

    • Lot of folks don’t like them

    • Tariffs maybe have forced a stabilization of the dollar?

    • $500B raised due to tariffs

    • Will be hard for future presidents to turn off this revenue source

    • Can Presidents keep their right to declare emergencies to push forward their legislative agendas?

      • Democratic Presidents did that too in the past according to Rand Paul - it was hard to deal with
      • Republicans not interested right now because Trump is in power - what will happen when a Democrat is in charge?
  • Trump executive actions and legal battles
    • DC crime
  • Weak jobs report

    • Lots of revisions

    • Low numbers added

    • Mostly part time being added

    • Crazy numbers

    • Has always been a problem in terms of inaccuracy

    • Have historically low unemployment

    • Wage growth 3.7% this year vs 2.7% inflation

  • Google anti-trust case
    • Vindication of free market capitalism and competition
    • Sacks admits he was wrong to call for Google being broken up a couple of years ago
    • Google is in the fight of its life
    • 90% of AI consumer revenue going to OpenAI - they also have a lot of competition
  • All in Summit 2025

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