Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
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Who are the hosts and guests of this episode?
All right, everybody, welcome back to the number one podcast in the world. Man, we're starting off with three of the four original band members. Chamath Palihapitiya, he's your chairman dictator. The sultan of science, David Freberg. And of course, I'm your host, Jason Calacanis. and david sachs from the original band will be on the second half of the show we're going to do some of the classics yes we get some of the classics including ukraine ukraine ukraine coming up on the second half of the show in our greatest hits revival tour but with us again sitting in the red throne is the one the only joe lonsdale is back He is, if you can imagine, further right than Keith Reboy and Sachs. They tell him to pump the brakes. Welcome back to the program, Joe Lonsdale. How you doing, brother?
Hey, Jason. Doing great here in Texas today.
Ah, yes. I see you right over the hill on the ranch. Our ranches are within 20 minutes of each other. Joe Lonsdale and I are shooting guns at our ranches.
Are you on a ranch, Joe? Well, I bought a bunch of the homes and connected them, so it's kind of like a ranch, but it's actually a suburb.
It's more like a compound.
He has a compound.
What is the economic impact of Trump's tariffs?
Suburb.
Suburb.
That creaking sound you hear are the libs rolling in the guillotines. Yes, he bought the small town he lives in. Joe Lonsdale's here. Of course, he is a venture capitalist, the founder of 8VC. They've got six Billy in AUM, co-founded Palantir, OpenGov, and Adapar, $3 billion-plus companies he co-founded. And... an early investor in Andro. I'm in the market for secondary shares. You know how to reach me, folks. If you're selling your secondary in Andro, I'm building a position for obvious reasons. And Oculus Wish, Oscar Health, amongst his other investments. Hey, what was the feedback, Joe, on your first appearance here on the All In pod?
People loved it. You know, you guys gave me no warning. So I was like on a mobile phone sideways, but it worked out. It was great. Everyone saw it. I guess it looks like people actually watch your show, Jason. It was surprising. Apparently.
People tune in from time to time, and that's why we call it the number one podcast in the world. How are you doing, Chamath Palihapitiya? How are you doing, brother? I'm doing really well. Okay. Once again, giving me a ton to work with there.
And Friedberg- Wait, what would you like to know? Why don't you ask me a question?
Oh, well, I asked you how you're doing. Maybe you say, oh, I had a great time with my kids. I took them to Disneyland or I don't know, chef made an amazing arugula. You used to give me some color to work with here.
Nat was in Rome all last week. Great. What was she doing in Rome? She had to go see her factory. She also had to go and renew her visa at the U.S. Embassy there.
Okay, so she's renewing her visa. Hopefully, she'll be able to get back in the country. I know we've tightened up the borders.
Well, she's on an EB-2 visa. She should switch to this EB-5 as soon as it's announced. Ooh, yes, you can get the golden visa.
And I think you already put a down payment on. Freiburg, how was your week? How's everything going at O'Hallow? You having a productive week?
That's one of my... management team members told me today, it's a very complex business. That's usually not a good sign. Is that a way of saying everything's good? No, no, we were good. I was on the road this week. I just got back.
I mean, it's hard. Running a business is hard. You hire the smartest people you know. And what happens? They bring you all the problems they can't solve. So it's never easy. We've got an incredible docket today. Let's just start with I'll give you a quick recap, boys, of the week since we last taped. To say the zone was flooded, in the words of Steve Bannon, would be an understatement. Here's your Trump tsunami for the week. Thursday, when we taped the Epstein file dump fiasco. You remember that, Joe, right? Big zero, big nothing burger. Then, Friday, Zelensky was dressed down and kicked out of the White House. by the vice president and presidents. Markets collapsed. They rebounded. On Saturday, we got a beautiful day off. Video of Trump dancing down a catwalk to YMCA.
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Chapters
6 chapters
1
Who are the hosts and guests of this episode?
0:31–1:40
2
What is the economic impact of Trump's tariffs?
1:40–15:31
3
How does government spending affect the economy?
15:31–55:31
4
What role do super PACs play in political influence?
55:31–1:13:58
5
What is CoreWeave and why is its IPO significant?
1:13:58–1:29:03
6
How is the current market environment impacting Main Street vs. Wall Street?
1:29:03–2:06:17
Speakers
6 identifiedMore from All-In with Chamath, Jason, Sacks & Friedberg
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Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
Bill Gurley: Searching for Feynman
Jared Isaacman: A New Era for NASA and American Space Exploration