The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 21 February 2025
⏱️ 106 minutes
🧾️ Download transcript
Summary
(0:00) The Besties welcome John and Patrick Collison!
(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators
(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy
(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years
(43:51) Crypto Corner: Milei's Memecoin embarrassment
(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model
(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up
(1:30:22) Science Corner: Asteroid update
(1:35:42) Why Stripe hasn't gone public yet, despite great metrics
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Referenced in the show:
https://x.com/Zigmanfreud/status/1890202488596492620
https://www.coworker.org/petitions/professional-dignity
https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts
https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883
https://blogs.nvidia.com/blog/evo-2-biomolecular-ai
https://artificialanalysis.ai/models/grok-3
https://x.com/GavinSBaker/status/1891721991444447343
https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266
Transcript
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| 0:00.0 | All right, everybody, welcome back to the number one podcast in the world. I am your host, |
| 0:07.5 | Jason Kalakanis, and with me again, a couple of my besties, David Friedberg, you know him as our |
| 0:14.1 | Sultan of Science. Lots to get into today, Sultan. How are you doing? I'm keeping busy. Thank you. |
| 0:19.8 | Keeping busy. Jamath and i on valentine's day |
| 0:22.4 | we had a little trio we were on mk altru's |
| 0:25.8 | podcast and it hit number four |
| 0:28.0 | all in podcast of course number one |
| 0:29.9 | um reflections on our meg and kelly |
| 0:32.9 | our triumphant meg and callie valent |
| 0:35.5 | megant cali valentine's spectacular |
| 0:36.7 | i was fine it was good okay wow thanks you're such a our triumphant Maggie and Kelly Valentine's spectacular. |
| 0:38.9 | I was fine. |
| 0:39.5 | It was good. |
| 0:40.5 | Okay. |
| 0:41.0 | Wow, thanks. |
| 0:45.1 | You're such a great performer here, giving me so much to work with Chimath, as always. |
| 0:46.6 | But it was a great, great pod. |
| 0:48.7 | Shout out to our friend and friend of the pod. |
| 0:53.9 | Megan Kelly and awesome, we've got an incredible duo. For the first first time we've invited a duo to join us in |
| 0:58.2 | the Red Throne. David Sacks' seat. He's busy saving the country, but we're really excited. |
| 1:04.2 | Colson brothers are with us. Thank you for having us. You guys want to hear a great lost porn story. |
| 1:09.3 | John has one for you. The last time we met Chamath was 18 years ago when we were working on our prior startup |
... |
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