The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

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

🗓️ 29 March 2025

⏱️ 88 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(0:00) The Besties welcome Gavin Baker back on the show!

(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back

(16:22) US vs China in AI: Manus, China building its own Nvidia, and more

(28:37) The Administration's endgame for tariffs

(53:05) Signalgate: context and fallout

(1:09:42) El Salvador deportations

Follow Gavin:

https://x.com/GavinSBaker

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

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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://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27

https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25

https://modelcontextprotocol.io/introduction

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://www.youtube.com/watch?v=A8wJc7vHcTs

https://x.com/JohnArnoldFndtn/status/1905296181208416744

https://x.com/chamath/status/1904547884877701610

https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151

https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua

https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador

https://x.com/Sec_Noem/status/1905034256826408982

Transcript

Click on a timestamp to play from that location

0:00.0	When I wasn't able to use the R word, I would use Defichente for two people, Jason and Fulham.
0:06.9	And Friedberg's dog, Marshall Friedberg.
0:09.2	Oh, come on.
0:10.1	I can't stand Marshall Friedberg.
0:12.2	That little bastardino jumps on the table, eats the food nuts.
0:16.7	The worst.
0:17.6	The worst.
0:18.2	I ate Marshall Friedberg.
0:19.3	I ate him.
0:20.1	I can't stand this bastard.
0:22.8	A little guy.
0:23.5	He's just a little guy.
0:25.1	He sits like a moron.
0:26.7	He sits like a defi chanted.
0:29.6	Look at this dweeb and this defianted.
0:32.9	Now Nick, show them my dogs.
0:34.4	Beautiful dogs.
0:36.5	Valentina Zanini.
0:37.5	She's the breeder of breeders.
0:39.2	Look at these two beautifully elegant.
0:41.7	Oh, look at Oki Jirka.
0:42.8	Look how well-behaved they are.
	...

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