Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

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All-In with Chamath, Jason, Sacks & Friedberg 1h 27m 6 speakers transcribed
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Jason Calacanis 0:00
All right, everybody, welcome back to the number one podcast in the world. That's right. It's your favorite podcast. It's your podcasters favorite podcast, the all in podcast. We're back, baby. Chamath Palayapatiya is here, our chairman, our dictator. How you doing, brother? Great. Yeah. Fantastic. You know, you put the Uber stock price and the Robinhood stock price together. $150,000. I'm annoying. 200, I'm insufferable. And 250, we just hit. I am off the reservation, officially hopping the fence. So yeah, life's good. All right, with us again, David Sachs, the czar.
David Sacks 0:45
By the way, what's the reason why your Robinhood stock is through the roof? Because of the crypto policies of the Trump administration.
Jason Calacanis 0:51
Yeah, it's fair. Fair. It's half of it.
David Sacks 0:53
That's why it's gone from, what is it, like $3 to $130 billion. $2.
Josh Friedberg 0:59
I paid less than a penny for my shares, but yes, it went from $13 to $150.
David Sacks 1:03
Well, this is typical liberal. You benefit from our policies, and then you trash them.
Jason Calacanis 1:07
I'm a moderate, independent moderate. Here we go. Now it's starting already. It's going to be a great week.
Josh Friedberg 1:13
Everybody buckle up.
Jason Calacanis 1:14
And what's the namaste in your payday? Our fifth bestie is back. Brad, welcome home.
Brad Gerstner 1:21
Great to be here. Great to be here. I went out and got a haircut. Welcome back into the fold.
Jason Calacanis 1:26
Welcome back.
Brad Gerstner 1:26
I got a haircut on the occasion. I mean, Jason, Jason, do you know how long it's been since I was last on this pod?
Jason Calacanis 1:33
I don't know. I've invited you like 12 times, but I think the emails, there's something going on with email. I didn't get any of my White House invitations. You didn't get any all-in invitations.
Brad Gerstner 1:41
I mean, it's been so long since I was on this pod. I went back and listened. The last show I was on, we were still talking about how great Chamath Spaks were. before they crashed the entire market and he's already back. I mean, it was before Saxipoo saved the entire crypto industry from prison and certain bankruptcy. And Jason, it was before you got so tilted with Democrats that you went completely off grid, moved to Texas and bought a bunch of guns. There it is. It's been a minute.
Josh Friedberg 2:11
So much has changed in a fortnight. Oh, my God. Well, here we are. Well, we're all back and we're having some fun. We'll have a little fun with our fifth bestie who's here.
Chamath Palihapitiya 2:20
Only a $5 billion drawdown for me between those memories.
Josh Friedberg 2:25
Who's complaining? Who's counting? Who's counting?
Unknown 2:29
I mean, after a certain number. Let your winners ride. Rain Man, David Sasson.
Jason Calacanis 2:43
We've got to start off with the Israel-Hamas ceasefire deal. Thanks to President Trump, who announced it just yesterday. We tape on Thursdays. He announced it on Wednesday. You'll listen to this on Friday, hopefully. And he announced the first phase of a multi-stage peace deal. Notably, it was on the day after the two-year anniversary of the horrific October 7th attacks. which led, obviously, to the invasion of Gaza. And this war has been particularly devastating for Gaza. Most of the region's been destroyed. 2.3 million residents have been displaced. And according to the Gaza Health Ministry, which I know some people will debate, over 67,000 Palestinians have been killed. The deal is based off of Trump's 20-point peace plan, which the White House published last week, and the Israeli government will vote on the deal today.
Jason Calacanis 3:36
Maybe even before the show comes out, even with all this tragedy, something has gone tremendously right when it comes to these peace negotiations and the peace talks. So, Sax, tell us what went so right here in those negotiations.
David Sacks 3:49
I mean, right now, it looks like both sides have agreed to this deal. And the first phase of the deal is for there to be a ceasefire to end active fighting. It's going to allow unrestricted aid into Gaza. It's going to allow the release of all remaining Israeli hostages, and Israel's going to release 2,000 Palestinian prisoners and start withdrawing Israeli troops. So that is what apparently has been agreed to. And the Middle East has a way of disappointing you. Sometimes these deals don't stick, but based on everything we understand to be the case right now,

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