New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.2 • 7.1K Ratings

🗓️ 7 December 2024

⏱️ 84 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(0:00) Bestie announcement!

(2:53) Gavin Baker and Joe Lonsdale join the show

(4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position

(20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets

(41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition

(49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next

(1:08:28) UnitedHealth CEO murdered, reactions

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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/113603133222686186

https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html

https://x.com/davidmarcus/status/1862654506774810641

https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade

https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f

https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot

https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn

https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes

Transcript

Click on a timestamp to play from that location

0:00.0	Hey, everybody, hey everybody, before we drop this week's amazing episode, just some quick
0:05.7	information for you. Sacks and Chimov both had the week off. So we had two amazing friends
0:11.2	of the pot on, Gavin Baker from Atreides and Joe Lonsdale from 8VC. What a treat to have them on
0:16.8	the program. But there is some big news, huh, Freiburg? Yeah, well, the news dropped after we
0:21.6	recorded. So it's not going to be referenced and the show might feel a little stale, but
0:26.5	here we go. Our friend, David Sacks, is the White House AI and Cryptozar of the United States
0:33.5	of America. Congratulations to our boy. Amazing. Super thrilled. That is a big reason why he wasn't
0:38.7	able to join us for the show. He was in the middle of getting this news ramped up. Yes.
0:42.5	It came out. We had already recorded. Yeah, take that into account as we go into the show.
0:46.3	Yes. And according to Trump's Truth Social Post, Sacks will quote, guide policy for the
0:52.9	administration in artificial intelligence and cryptocurrency.
0:56.3	He will also lead the Presidential Council of Advisors for Science and Technology.
1:01.5	How great is that, free bird?
1:02.8	Wow, science corner in the White House? Can't wait.
1:05.7	It's going to be fun. It's going to be amazing.
1:07.0	Pretty awesome.
1:08.3	I have no announcements. The rumors about me becoming press secretary
1:11.5	are obviously premature but if asked to serve i will serve my country okay let's get to it don't worry
1:17.8	besties all in isn't going anywhere we'll be here every week for you except maybe thanksgiving
1:22.9	or a holiday now and again all right let's start the show huh show. Huh, Freiburg? Great episode. Let's go.
1:28.3	All right, everybody. Welcome to the All In podcast. I am your host, Jason Callicanis.
1:34.3	How are you doing, Friedberg? I'm hanging in there. I'm waiting for the tsunami to hit.
	...

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