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Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO

2025-03-08 Entertainment
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All-In Podcast
All-In Podcast
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Description

(0:00) The Besties welcome Joe Lonsdale! (3:51) Jason recaps an eventful week in Washington (8:29) Trump's tariffs: endgame, impact, chaos, master plan (26:25) DOGE, IRA grifting, do campaign contributions need to be capped? (53:42) CoreWeave IPO (1:03:36) Trump 2.0 favoring Main Street over Wall Street, bond market breakdown, re-balancing the economy (1:14:19) State of Ukraine/Russia, the Western alliance, and how techno-optimism plays into the future of defense pacts (1:24:31) GPT-4.5, Grok 3 on X, and the Golden Age of language models (1:33:47) Announcing All-In Live: Miami (1:37:34) David Sacks joins Jason to break down the Strategic Bitcoin Reserve and Digital Asset Stockpile (1:48:30) Sacks addresses clearing all of his crypto-related positions prior to Inauguration Day (1:57:23) Importance of disclosures and updates on a market structure bill GET TICKETS for All-In Live: Miami https://allin.com/events Follow Joe: https://x.com/JTLonsdale Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://truthsocial.com/@realDonaldTrump/posts/114093526901586124 https://x.com/JTLonsdale/status/1896245689488920748 https://x.com/Jason/status/1896235076456739138 https://truthsocial.com/@realDonaldTrump/posts/114093946326587357 https://www.reuters.com/technology/tsmc-ceo-meet-with-trump-tout-investment-plans-2025-03-03 https://x.com/AutismCapital/status/1896655215899893968 https://x.com/USATODAY/status/1897248477081460849 https://www.nbcnews.com/politics/supreme-court/supreme-court-rejects-trump-administrations-bid-avoid-paying-usaid-con-rcna194230 https://truthsocial.com/@realDonaldTrump/posts/114116432894994278 https://truthsocial.com/@realDonaldTrump/posts/114112015891353323 https://www.reuters.com/business/autos-transportation/trump-auto-tariff-rate-will-be-around-25-2025-02-18 https://fred.stlouisfed.org/series/USGOVT https://x.com/DOGE/status/1897464303428755692 https://electrek.co/2025/02/07/renewables-90-percent-new-us-capacity-2024-ferc https://www.thefp.com/p/a-20-billion-slush-fund-nonprofits https://x.com/bariweiss/status/1896992192197013888 https://truthsocial.com/@realDonaldTrump/posts/114117008305421663 https://x.com/chamath/status/1895948351516131515 https://x.com/chamath/status/1895948351516131515 https://x.com/unusual_whales/status/1897737394964906437 https://x.com/great_martis/status/1897194563800064153 https://x.com/great_martis/status/1897581115952804248 https://www.sec.gov/Archives/edgar/data/1769628/000119312525044231/d899798ds1.htm https://x.com/chamath/status/1896052861500604884 https://www.newsweek.com/map-global-thorium-reserves-country-2039893 https://apnews.com/article/donald-trump-bitcoin-cryptocurrency-stockpile-6f1314f5e99bbf47cc3ee6fc6178588d https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology https://www.whitehouse.gov/presidential-actions/2025/03/establishment-of-the-strategic-bitcoin-reserveand-united-states-digital-asset-stockpile https://x.com/dmartkc/status/1896260059640025113 https://x.com/ryangrim/status/1896306748052623852 https://x.com/_Andre_Ellis/status/1896935969041104981 https://x.com/KyleSamani/status/1897130321021411750 https://x.com/pbartstephens/status/1897008176467468349 https://x.com/HHorsley/status/1897461451675328879 #allin #tech #news

Top Comments (10)

@kylefree33 2025-03-08

Last week someone commented that the podcast has been neutered since the election. They are absolutely correct.

746 30 replies
@kylefree33 2025-03-08

You know it is bad when all of the normally silent observers actually start to comment.

129 4 replies
@futuropasado 2025-03-08

I get that Sacks is with Trump now, but what made this Pod great was honesty and criticism where is due.

398 15 replies
@SatStacks 2025-03-10

Man, I wasn't having the greatest of days and then I watched this episode and laughed so hard. Changed my whole mood. Thank you guys.

1
@KapilBhatia-n6n 2025-03-10

@Jason, thanks for simplifying and breaking down technical terms, lingo's and heavy topic. I truly appreciate and admire, how you breakdown complex topic and make it relatable across audiences. I admire your leadership, presence and ability to quickly convert difficult topics into relatable subjects. Thanks a lot.

0
@frank1moher 2025-03-13

It's great to see these guys finally catching flak from viewers for participating in the dismantling of the U.S.

4
@nivita9830 2025-03-08

I think the way this podcast is changing makes one thing apparent: Trump was very smart to bring these guys (and Elon) "all-in" ... power move that guarantees they are more 'forgiving' of anything he/his administration gets wrong and more willing to give him the benefit of the doubt on decisions with (seemingly) unpredictable outcomes.

6
@Name-dv5dz 2025-03-10

Really hope the guys actually read the comments on this episode and take it to heart, it’s shameful how people could be so disconnected to the average American, what ever the payoff is for giving up a back bone it will never be enough.

3
@drmiteshtrivedi 2025-03-08

Thank you, David for coming on. Thank you All-In for the Ukraine update

1
@RockBottomIs 2025-03-08

Chamath's market analysis from 1:03:00 onwards is absolutely phenomenal. Clear thinking and a deep understanding of second-order effects.

2

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