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All-In with Chamath, Jason, Sacks & Friedberg

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

31 Jan 2025

Transcription

Full Episode

0.129 - 19.789 Jason Calacanis

All right, everybody, welcome back to the All In podcast. We've got an incredible crew today. Don't forget to go to our YouTube, blah, blah, blah, subscribe. And make sure you check out Freeberg's surprise drop with his hero, Ray Dalio, live on all platforms today. How did that come about? Freeberg, a little surprise drop.

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20.81 - 27.772 David Friedberg

Just great. I was talking with Ray about his new book, Which he just published on how countries go broke, obviously.

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28.032 - 30.273 Chamath Palihapitiya

Which country is going broke now, Fieber? America?

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32.293 - 56.371 David Friedberg

Well, I think he talks a lot about the historical context of what's gone on with the debt cycles in different countries. And... Basically, at the end of the book, he has a pretty, I think, important recommendation to try and get the U.S. to roughly 3% of GDP as our net deficit, net of all expense, including interest expense. So that's the recommendation to the administration.

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56.411 - 63.015 David Friedberg

I think it's pretty timely with the change in administration. Anyway, great topics to talk through and really important book.

63.715 - 87.548 Jason Calacanis

Awesome. Well done. And we are super delighted to have in the red throne, Travis Cowan. He is the co-founder and CEO of Cloud Kitchens. He also worked in the cab business for a little bit, co-founder and former CEO of Uber. And, yeah, we had a great interview at the All In Summit last year, and he's back up from his media hiatus. He's been in the lab working on Cloud Kitchens.

87.568 - 88.109 Jason Calacanis

How are you doing, brother?

88.369 - 98.338 Travis Kalanick

I'm doing really well. I got to say, just like at the Summit, Jason, it's an honor to be in the presence of... Such a prominent Uber investor.

99.059 - 107.123 Jason Calacanis

Absolutely. Absolutely. I mean, finally, somebody has recognized my contribution. The greatness of J. Cal.

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