Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
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What light‑hearted banter and promo code jokes open the episode?
How much founder mode
did you do? Are
you saying that I popped an app? I need an app right now. Hold on. You don't need anything right now. Are
you chewing it? What are you doing?
No, you put this nicotine pouch, you upper deck it. releases it and then you become a god. Is that the
app that Tucker sent you? Yeah. Tucker and I are gonna do a crossover. Wait, did you work out a side hustle here? I haven't presented it to the group for a vote yet.
You're
preempting me. Are you being paid for this plug right now? Yes. I'm just saying
If you use the promo code JCal.
Wait a second. Promo
code J Cal. Fifteen. Okay, he broke up, which is good. Is he on drugs? Is he taking drugs? He's on
drugs. No, I'm not on
drugs. And he's doing a deal with the
PSA for not taking this stuff. You're so out of control. Did you take two of them? What are you doing? I thought this stuff relaxes you. What the hell is going on?
Your internet's on the fritz too. I fixed it. I fixed it. I fixed it. That was Putin. Putin's got my internet. putting together. What flavor are you eating
or
using? Oh, today's chilled mint. Today's chilled mint. You don't seem very chill. You seem this is the first one I've been agitated and angry.
No, I'm trying to get us back to that original all in energy where we laughed and we had fun and we enjoyed each other's company.
No, but J Cal, seriously, do you have a side deal going on with Alp right now?
No, I don't have a deal. Yet I don't know if I have a deal. There's no deal. I'm texting
Tucker now just to cut you.
Let your winners ride. Rainman David Side. And it said we open source it to the fans and they've just gone crazy with it. Queen of Kinwap
All right, everybody, welcome back to what Jensen from NVIDIA has confirmed is the number one podcast in the world. Yes, the All-in Podcast is here. We had an amazing time in uh DC last week, and we'll get into that. But uh hey. Freeberg, you crushed it. On all those incredible speakers last week. Ten days you had to pull off that event, Friedberg, and you did it. Chamath and I just parachuted in to DC last week for the AI summit. Sachs was busy working with POTUS to get all those executive orders done. Take us behind the scenes, Freedberg. All of these incredible speakers. You got Lisa from AMD, you had Lutnik, I liked him. Bessent, I liked him.
We had to say no to a lot of tech company CEOs that found out about the event and wanted to speak on stage. So there was a big kind of cutoff that we had to make around making sure that we got our message across. I think if you watch the content, we talked briefly about it at the beginning, but the focus was really on trying to dispel the negative AI narrative and myth. that AI is just here to destroy jobs because there's this big economic boom that's happening, both with respect to new industries that are emerging, which is why we showcased Hadrian and others, but then also the infrastructure needed to support the AI. race with data centers, chips, mining, and energy. And so we highlighted each of those four industries.
And then the cabinet people found out about it and wanted to get involved. So we were unfortunately squeezing people on and off stage. It's kind of crazy to tell the Secretary of Treasury he has to get off the stage because he's passed his 20-minute allocation, but uh we have to line everything up so that the president could get his Secret Service detail to clear clear the stage and get set up in time. That's why we were rushing everyone. But man, what a week. What a rush. It was awesome. Thanks to David Sachs. for the leadership and pulling it all together, bringing those folks to the table. And Sax, congrats on getting your EO signed and your action plan published. That was pretty cool. Pretty awesome to meet the president and meet all those cabinet members and have all of this day come together because of the work you've been doing.
How does it feel? Zach, how are you doing in the afterglow there? I can see that you're in the afterglow. You sent me a picture of the four besties with our incredible forty seventh president.
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Chapters
7 chapters
1
What light‑hearted banter and promo code jokes open the episode?
0:00–4:38
2
How do the hosts recap the AI summit in DC and introduce the Trump AI speech?
4:38–27:27
3
What are the key takeaways and favorite moments from President Trump's AI policy speech?
27:27–40:57
4
What are the copyright and data‑scraping concerns around Common Crawl and the Amazon‑New York Times deal?
40:57–47:40
5
How is AI user privacy being addressed after Sam Altman’s warning that ChatGPT offers no legal confidentiality?
47:40–54:32
6
Why did the Fed keep rates steady despite a strong Q2 GDP print and what does it mean for future cuts?
54:32–1:00:55
7
What are the key terms and potential impact of the new US‑EU trade agreement on tariffs and investment?
1:00:55–1:23:47
Speakers
6 identifiedMore from All-In with Chamath, Jason, Sacks & Friedberg
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
Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem