All-In with Chamath, Jason, Sacks &amp; Friedberg

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Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis Oct 17, 2025

Show notes

(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area

(3:35) State of crime in SF, do they need the National Guard?

(20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?

(36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history

(52:59) AI PR crisis: Recent datacenters get denied

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https://x.com/TheZachEffect

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Referenced in the show:

https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html

https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3

https://x.com/the_jefferymead/status/1978130345200427334

https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php

https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research

https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961

https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e

https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html

https://truthsocial.com/@realDonaldTrump/posts/115351840469973590

https://truthsocial.com/@realDonaldTrump/posts/115350455734003647

https://mpmaterials.com/mountain-pass

https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/

https://chinapower.csis.org/tracker/china-gdp

https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15

https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan

https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124

https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf

https://nationalinterest.org/feature/can-china-rise-peacefully-10204

https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth

https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/

https://www.amazon.com/End-History-Last-Man/dp/0743284550

https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978

https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884

https://x.com/balajis/status/1937517664907460980

https://x.com/chamath/status/1978584886329082098

https://www.datacenterwatch.org/report

https://x.com/chamath/status/1977794775148601541

1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned Oct 16, 2025

Show notes

(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation"

(0:38) Why he chose this time period

(3:22) The setup: what led to the 1929 crash

(19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in 2025?

(26:21) Role of journalist vs market participant; characters of the 2025 market

(30:10) AI's potential 1929-like impact on unemployment

(35:16) Why socialism is flaring up now more than it did post-1929

(40:34) Does the US need a 2025 "New Deal" on cutting spending, tariff balancing act

(46:51) Film rights strategy

Buy Sorkin's new book:

https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966

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Referenced in the show:

https://www.amazon.com/1929-Inside-Greatest-History-Shattered/dp/0593296966

https://archive.org/details/sim_ladies-home-journal_1929-08_46_8/page/n9/mode/2up

How Orlando Bravo Built One of the Most Successful Firms in Private Equity Oct 15, 2025

Show notes

(0:00) Introducing Orlando Bravo

(1:53) Orlando's history, Puerto Rico origins, how he got into private equity

(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising

(9:01) Role of PE in the American economy, public perception, underwriting AI risks

(15:23) Deal pricing philosophy, acquiring Boeing's avionics business

(19:24) Thoma Bravo's operating playbook after acquiring a company

(26:16) Thoughts on taking Thoma Bravo public

Thanks to our partners for making this happen!

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Polymarket - The world's largest prediction market. https://www.polymarket.com/

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https://x.com/bryan_johnson

Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today Oct 14, 2025

Show notes

(0:00) Introducing Bryan Johnson

(0:46) Bryan takes the audience through a quick biological age test

(5:53) The single best longevity hack from all of his research

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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https://x.com/cathiedwood

Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon's Trillion-Dollar Pay Package Oct 14, 2025

Show notes

(0:00) Introducing Cathie Wood

(0:47) Cathie Wood on AI's once in a lifetime opportunity: doubling GDP, deflation, and more

(9:23) Cathie's bull case for Bitcoin $1M

(11:38) Opening up access to innovation for retail

(14:32) Cathie explains Ark's strategies for bull and bear markets

(16:01) Thoughts on Elon's trillion-dollar pay package

Thanks to our partners for making this happen!

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket - The world's largest prediction market. https://www.polymarket.com/

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