White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 22 March 2025
⏱️ 91 minutes
🧾️ Download transcript
Summary
(0:00) Welcoming Cyan Banister and David Sacks!
(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more
(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla
(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage
(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation
(1:12:57) Space rescue, SpaceX vs China, lunar landing
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Intro Music Credit:
Intro Video Credit:
Referenced in the show:
Bessent interview: https://youtu.be/lSma9suyp24
Lutnick interview: https://youtu.be/182ckTL2KBA
https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html
https://x.com/Tim_Walz/status/1902197581586833643
https://x.com/elonmusk/status/1519735033950470144
https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7
https://x.com/thesamparr/status/1902385138308104685
https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223
https://www.cnbc.com/quotes/US10Y
https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Freeburg had this great story. |
| 0:01.2 | There's a machine there. |
| 0:02.7 | I've never seen this machine in my life, but he knew the machine. |
| 0:05.9 | There's a machine. |
| 0:06.5 | It's the Coca-Cola freestyle machine. |
| 0:08.2 | There's a machine that's right by the Navy mess where we had lunch and the situation room, which dispenses literally. |
| 0:14.7 | I've never seen this before. |
| 0:16.3 | This is how out of touch you are. |
| 0:17.8 | This is in every 7-11. |
| 0:19.9 | 90 different movie theater. |
| 0:22.1 | Every McDonald's. |
| 0:23.3 | Every movie theater. |
| 0:24.4 | Come on. |
| 0:25.2 | This is everywhere. |
| 0:26.6 | Everywhere. |
| 0:26.8 | You have not left. |
| 0:28.1 | I was blown away by this machine. |
| 0:29.6 | All the Coca-Cola's, all of the gatories. |
| 0:32.3 | Tomp. |
| 0:32.7 | Let me ask you a question. |
| 0:33.4 | Tomah, let me ask you a question. |
| 0:36.1 | How much is a dozen eggs? |
... |
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