All-In with Chamath, Jason, Sacks & Friedberg
Trump vs Harvard, Nvidia export controls, how DEI killed Hollywood with Tim Dillon
Sat, 19 Apr 2025
(0:00) The Besties welcome Tim Dillon! (6:56) Nvidia H20 export controls, the China workaround, plausible deniability by chipmakers selling to China-linked entities (28:45) Trump vs. Harvard: Why the White House is threatening to take Harvard's tax-exempt status away (57:04) Hollywood's DEI facade, thoughts on AI, and more (1:18:06) Celebrity Jeopardy update: Friedberg is heading to the finals! (1:26:44) Science Corner: Mitochondrial Therapy Follow Tim: https://x.com/TimJDillon Check out Tim's new special: https://www.netflix.com/title/81992010 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://www.youtube.com/watch?v=wUzmVo2dZNs https://www.wsj.com/livecoverage/stock-market-trump-tariffs-trade-war-04-15-25/card/nvidia-records-5-5-billion-charge-on-new-h20-export-restrictions-LXjxlqr2m80QIrfJxnYZ https://www.wsj.com/economy/trade/trump-chip-exports-nvidia-h20-china-amd-d2c4c866 https://www.reuters.com/technology/exclusive-nvidia-offers-new-advanced-chip-china-that-meets-us-export-controls-2022-11-08 https://abachy.com/news/nvidia-unveil-new-ai-chips-chinese-market-after-us-bans-a800-and-h800 https://www.moomoo.com/community/feed/compared-to-the-h100-how-is-the-performance-of-the-111725151846805 https://www.reuters.com/technology/tsmc-could-face-1-billion-or-more-fine-us-probe-sources-say-2025-04-08 https://www.bis.gov https://www.cnbc.com/2025/04/15/us-is-unable-to-replace-rare-earths-supply-from-china-warns-csis-.html https://www.bloomberg.com/news/articles/2025-03-31/trump-administration-to-review-billions-in-grants-to-harvard https://www.harvard.edu/research-funding/wp-content/uploads/sites/16/2025/04/Letter-Sent-to-Harvard-2025-04-11.pdf https://www.harvard.edu/president/news/2025/the-promise-of-american-higher-education https://apnews.com/article/harvard-trump-administration-federal-cuts-antisemitism-0a1fb70a2c1055bda7c4c5a5c476e18d https://www.cnn.com/2025/04/16/politics/irs-harvard-tax-exempt-status/index.html https://www.boston.com/news/local-news/2024/09/05/harvard-comes-in-dead-last-in-nationwide-free-speech-rankings https://en.wikipedia.org/wiki/Bob_Jones_University_v._United_States https://en.wikipedia.org/wiki/Students_for_Fair_Admissions_v._Harvard https://www.thecrimson.com/article/2022/7/13/faculty-survey-political-leaning https://www.reuters.com/world/europe/ukraines-parliament-extends-martial-law-until-august-2025-04-16 https://www.nature.com/articles/s41586-023-06537-z https://www.nature.com/articles/d41586-025-00848-z https://www.researchgate.net/publication/389907980_Organelle-tuning_condition_robustly_fabricates_energetic_mitochondria_for_cartilage_regeneration/fulltext/67d8575e478c5a3feda50563/Organelle-tuning-condition-robustly-fabricates-energetic-mitochondria-for-cartilage-regeneration.pdf https://www.foxnews.com/media/george-clooney-calls-breaking-biden-2024-his-civic-duty-says-democrats-werent-telling-truth
Chapter 1: Who is the guest Tim Dillon and what is his background?
Don't talk over me, okay? You just sit down, Shamrock. Can you do what you did last week? Can you do what you did last week? What's that? What's that? Moderate for narcissists who all want to add one more thing?
Yeah, let the experts talk.
Yes, of course. Here comes Zach. Why can't I talk? Why can't I talk? Ah!
Can you please pass the ball? Just pass the ball. Let's pass the ball and get out of the way.
Let's welcome our guest, Tim Dillon. He's an incredibly funny comedian. He has a new special, I'm Your Mother, on Netflix. He's the host of the award-winning, now in its 10th year, Emmy-winning, award-winning. He's got the Emmy. He's got the Tony. He's still got to get the Grammy and the Oscar. The one, the only, Tim Dillon of the Tim Dillon Show Podcast.
Thank you so much. Thank you for having me. I feel like I'm having a Zoom meeting with Doge to prove what I've done in the last week. This is the last thing someone at the EPA sees. It's just these four guys. They're just staring at a guy like Chamath going, well, we tested some soil. I think we got those numbers back. That's what it feels like here.
I feel like I'm on trial just trying to justify my stupid job.
Would you like eight months severance or would you like to be fired today? Which would you prefer, Tim?
You have both options on the table. It would have been very funny if we actually were just, if as soon as Tim said that, we had Steve Davis pop on.
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Chapter 2: What are the recent NVIDIA H20 export controls and their impact on the U.S.-China tech trade?
Two white guys talking in a garage in Maine. Seems... He has a certain way.
You know, I went to... and did it there. And he has a way of just kind of like slipping you into this state of comfort. All of a sudden, I just started talking about all the money I've lost. He's great. He's great at it.
Where is this coming from? Who's GHB?
He's great at it.
It's like Megyn Kelly's great at it too. I just did her thing and, you know, she does it at her house and I just show up and she's sitting behind the desk and she goes, Hi. And you sit down and you're and then she goes, so your mother's a schizophrenic. Like immediately you start crying to Megyn Kelly. They're just good. They know what they're doing. They know what they're doing.
Let's get to the docket. H20s banned. The U.S. and China trade war has been escalating. On Monday, the White House informed NVIDIA. that they were putting an indefinite export restriction on Nvidia's H20 chips to China. And so in this filing, Nvidia said it expects a $5.5 billion hit to the quarterly earnings, stock dropped 6%.
For those of you who don't know, H20 is essentially the weaker version of the H100. It was designed actually to comply with these export restrictions on AI chips. and allow them, NVIDIA, to sell something into China. NVIDIA CEO Jensen Huang was visiting China today. He told Chinese state media, quote, the China market is very important to us, yada, yada. Sachs, you're here.
I think you got some official information for us on this. What's the story here? Wasn't this supposed to be the chip that was made for China?
In a sense. I mean, there is a long history to this. Okay. So first of all, just to be clear, we're not talking about tariffs. We're talking about export controls. And the export controls are designed to prevent certain sensitive technologies, technologies that could have a dual use potential military as well as consumer application from going to China. And this goes all the way back to 2019.
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Chapter 3: How are NVIDIA chips reportedly circumventing export controls to reach China?
Everything's incredibly... I don't know that things are messaged the right way. The whole Doge thing is a little bit of a fiasco because the messaging seemed off. Like nobody was out... really talking about what they were doing and why they were doing it. You know, I don't know how well this works, you know? I mean, you have a very integrated global economy.
You guys know more about that than I do. Are you able to unwind that? And if you do, you have to unwind it in certain areas and certain areas you're going to have to allow to probably remain relatively stable and consistent, right? I mean, if you listen to Ray Dalio, he talks about like, a disaster coming with monetary policy, right?
The whole unwinding of these economic and political structures kind of happening at once. I don't know. I think Americans do overconsume a lot of crap. I think cheap goods aren't necessarily the highest quality organizing principle of life. I think people have been sold the idea that cheap goods are more important than having a stable, functioning job and family.
I think the gig economy has been sold to Americans as a way to offer them freedom and really in chaos at the expense of the stability that used to come with, you know, a job with benefits that you stayed in for, you know, but the other component to that is, you know, We have to make sure that, like, you know, we don't have skyrocketing prices that completely decimate people either.
So I think you need to find a balance. I want to see my friends work in factories. I want them to get hurt. I want to release the safety standards. I want child labor. Children are terrorists, many of them. They start fights in malls. They have flash mobs. They run around Chicago trying to kill people that are just trying to have shellfish showers on the river. So, yes, children should work.
My friend should work in a plastics factory. DoorDash is a horrible job. You lose a finger at a factory, it's a story. Delivering burritos is a hell. Driving Uber, all these horrible, degrading things we make people do, and then tell them it's great, and then we look, you know, you should destigmatize being an electrician, a plumber, a contractor, all these things that when I was told...
You know, when I was growing up, they'd point to a guy doing construction and go, you're going to do that if you don't do your homework. And then the people that did their homework are all, you know, bankrupt. And that construction guy, you know, is... Is killing you. Is killing you. He's doing pretty well. And so what? He went to January 6th. He went there peacefully.
But the whole thing is like, I think... you need to figure out, you know, how to kind of reintroduce the idea that this gig economy, where people surf from one unfulfilling nightmare to the next, should be rethought.
Yes, better to be in a factory, losing a finger.
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Chapter 4: What is the significance of China's semiconductor development and EUV technology?
And what happens is what you described, Tim. So what is the point of fixing Harvard? It's really important because the opposite of what they do, what they do is discriminate. is a meritocracy. And we need to make that fashionable again. And the biggest reason goes back to, again, I'll just go back to the chip conversation. The Chinese are so well-organized.
If you look at the Chinese and the Indians together, those are 2.5 billion people swimming in a meritocratic soup from the day they're born. That's the only way they climb out. And it's eat or be eaten. And then when they graduate from an education system that is purely meritocratic, you know what they do? They enter a workforce that's also meritocratic.
So it's compounded into their psyche that you just have to perform. Whereas what we do is we do all of these fake things that make people feel really bad about themselves. They look at other people that think that shouldn't deserve to be in places, get places. And so we have to turn that tide. And so whatever it takes, the most severe and extreme measures must be undertaken to fix this.
That's my point of view.
Tim, your thoughts on Trump wanting to take away the nonprofit stance of Harvey?
I went to one of these encampments during the protests. I wanted to see it for myself to see what was going on. There was a lot of... You'd see a non-binary Asian dressed up like a Hamas. And I think that's fun. I think it's college. So I think that people are going to... Express views that are often, you know, probably anti-American. I don't think we can... You can't shield yourself from that.
I don't like deporting people that are, you know, critical of Israel, for example, unless they've committed crimes and you can provide, they're providing material support, you know, if you can prove they're providing. Due process. Due process. Well, you need to provide, you know, if they're providing material support to Hamas or something like that, that's a different story.
But if they're here on a legal resident visa, they should be allowed the space to, you know, express themselves as any other American citizen would. Now, that being said, It is impossible to look at higher education in America right now and not be embarrassed. Truly, truly. The word is embarrassment.
These should be the shining example of, as Chamath was saying, institutions that prepare people for the real world. But what they really are, they've all been captured in this quasi-religious cult of insanity.
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Chapter 5: What are the implications of the U.S. export controls on China’s AI and semiconductor ambitions?
And then Harvard will be found guilty like they were in that 2023 case and they'll change their policy and they'll manipulate it and they'll play some new game and there'll be a new court case and we'll keep going back and forth with them. Or We can just say, stop it right now. Stop the DEI nonsense.
Actually abide by both the letter and spirit of the Supreme Court decision, Students for Fair Admissions versus Harvard, and stop engaging in racial discrimination. And this is why I think the administration is correct here in pressing Harvard on this. Now, look, if Harvard wants to keep playing these games, they can. No one is saying that they have to get rid of DEI.
They just have to give up their federal funding the way that Bob Jones University did. But the problem is that Harvard wants to have its cake and eat it too, right? They want to basically keep engaging in racial discrimination through these DEI policies, but they want federal funding, and you can't have both.
Do you think that these universities or universities in general that receive federal funding have become more ideologically, call it liberal, I would call it a little bit more kind of socialist-oriented universities? because they're dependent on federal funding? Do you see what I'm saying? Like, is it the case that this ideology accrues over time when you are much more dependent on the government?
You mean there's no market feedback that keeps you in check?
There's no private market. There's nothing that ultimately translates into a system where you're necessarily needing to be competitive for capital, competitive for talent. The accumulation of federal dollars over time makes you say, I deserve federal dollars and the people that think that you deserve federal dollars- You're making a really good point and I think you could be right.
Nick, can you please throw up the chart that I sent you, which is the amount of research between China and America? Okay, first look at this. So again, you make these plans and you're like, where are we going to put the money? Okay. China says, guys, we are going to learn how to catch up to America in terms of spending on science. This is gross domestic expenditures on science.
And what you see is China from basically nothing in 2001 is now neck and neck with the United States, spending half a trillion dollars a year on core fundamental science research. So what happens as a byproduct of that? Okay, so you spend more on the way in. So China is listening to the market feedback. Freiburg, let's go and explore this idea that there is no market feedback in America.
What are the long run implications? And you see it on this chart, which is, this is a simple chart that says, what percentage of all of the foundational research comes from the United States versus comes from China. And what's crazy about this chart is right around 2019, China passed the United States. This chart, by the way, only measures research that is published in English, okay?
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Chapter 6: Why is the Trump administration threatening Harvard’s tax-exempt status?
I was able to do all kinds of stuff like that. To me, it's like those jobs, right? Yes. Some of those, I don't think the entire economy should be the gig economy, but I do think Some of those jobs are going to be eliminated by AI are the jobs that allow people to get good at other things while they're doing them.
So people that are in entertainment and music and stuff like that, we want them to be able to support themselves while they enrich us culturally in other ways.
Crazy breaking news story right now. Sorry, Sachs, I didn't mean to have this blindside you here. And I know you were at the administration. You don't speak for the administration necessarily on this issue. But it looks like the Federal Reserve has a new chairman. It's just breaking news here.
That's so racist.
It says, hot off the water, Trump is named Chamath. That's for the Federal Reserve. I think all these fundraisers worked out for you. But there is a note. They asked Chamath to be more Sri Lankan. So to the extent you could be more Sri Lankan,
Is Chamath Sri Lankan? Is he really Sri Lankan? I have, but that's so racist. He is literally Sri Lankan. I read a great book about the Tamil Tigers many years ago. Do you remember them? Yes. They invented suicide bombing. They did. Listen, be proud. Be proud of stuff.
Even if it's not great.
Are you saying, Tim, that the great export of Sri Lanka was suicide vast? I'm saying be proud of stuff.
That was the ethnic minority that was fighting for a homeland. I was part of the ethnic majority. You were the one trying to avoid the suicide mess. No, my dad was the one that spoke out against the war. That's why we had to skedaddle and claim refugee status.
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Chapter 7: What are the controversies around Harvard’s DEI programs and admissions policies?
There's no elections. By the way, I like Sachs on this. And I think when they told Putin that a comedian was now the president of the Ukraine, Putin probably said, listen, are they serious? Are they even trying anymore? Is the CIA even trying anymore? Are you serious? Wait, the guy who played the president in a TV show is now the actual president? Yes.
And Putin's getting this information sitting there in his palace. Like, I mean... So, I mean, listen, all war's tragedy, it's all terrible and bad, but, you know, we also, I think David's done a phenomenal job, by the way, of looking at how you get to certain places.
Absolutely.
Yeah, yeah, yeah.
And I think the, you do a lot of private shows, yeah? You do a lot of private shows, Tim. The private shows with the dictators, the despots, the monarchies, they pay what? Three to one? Four to one?
They want to laugh. These people, they want to laugh. You know, I mean, Duterte likes to laugh.
Duterte.
You know, these people want to laugh. And I'm not here. MBS wants to laugh. I'm not here to pass judgment on the audience. I'm here to bring... Well, it's actually funny. I did like one private gig. I don't get booked on a lot of private gigs, but I got one big Bitcoin guy in Romania had me go to his birthday party. And it was just this older oligarch type guy. And they all spoke Romanian.
It was very hard. And they paid me $100,000 to do 20 minutes and they didn't really understand anything. And then one guy just stood up, and I guess he recognized me. He started yelling, Jorgen! Jorgen! And then sat down. So I am open. I'm open to performing for anyone, really, truly.
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Chapter 8: How does federal funding influence ideological trends at universities like Harvard?
He wanted to be a NATO. He wanted to be our ally. We were above him. But you know what the best quality of, of Putin is? We're not funding him. He's not asking for American money. The rest of these dictators, we keep funding.
He's not asking for a dollar. I also like that he's well-read. He's not coming to the White House begging.
He's not coming to the White House every three months begging for more hundreds of billions.
But any criticism of the Ukraine war means that you love Putin and want to live in Russia and think Russia's great. It's a very weird Manichaean sense of good and evil that was instituted by George W. Bush right after 9-11 when he said, you're with us or against us. And with us means we're going to democratize the Middle East, which I fell for because I was 17 and on cocaine.
But in hindsight, it didn't work tremendously well. And I just, it's always very skeptical. I'm very skeptical of these narratives where they say, so if you find any fault at all in what you're doing, in what we're doing, you're giving, you're aiding and abetting a dictator. It makes no sense to me.
Speaking of the 90s and cocaine, Friedberg, what's inside?
You'll notice he's moving on, Tim. He doesn't know how to respond to that.
No, no. Friedberg is really upset the last couple of weeks that he got preempted. I'm trying to do right by Friedberg and the Friedberg stans who are just absolutely mental now that we haven't talked about his incredible victory on Jeopardy and we haven't gotten to Science Corner in a couple of weeks. Congrats. Tim, if you were ever, what game show do you want to be on, Tim? None of them.
None of them. None. All the money on Celebrity Jeopardy. Which one would you want to host, Tim? No game shows. You wouldn't host a game show. You must have been offered.
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Chapter 9: How did the peak DEI and cancellation culture affect comedians like Tim Dillon?
I mean, same continent? She hit the same continent, right? It's just filling people with rage looking at these people that aren't even celebrities and on top of that are morons. I mean, you have an obligation to either be a celebrity or be a nerd.
It did say the Balkans. It did say the Balkans. It did say the Balkans. This is a little rough. I mean... A little brutal. Hey, save the show, Dave.
Please, give us a science corner. I'll do a quick science corner.
And the name of the game here, Tillian, just since your first time on the show, is somehow, if you can get around the horn and put in a Uranus joke, you'll just kill with the audience.
I'm going to try to do that. My producer right now, we're setting up a company in Bhutan. That's my whole thing now. Oh, you're going to be flipping H-100s? I just learned so much on the front half of this show. It's a company in Bhutan. Give us the chips. Wink, wink. You're not going to Beijing at all. Wink. My godson's Chinese.
They go in the back. They go through the front, maybe the side door.
my godson truly i swear to god they brought him to my home when he was four months old because you know i'm single and i have a little bit of money not compared to you but compared to these people and they said would you he's you would you be his godfather he's chinese absolutely i said high end let's go four years later they tell me they go he's actually filipino i'm not even kidding so this is why you can't trust anyone in this country about anything even your adoption you're
Wow. Oh my God. A corrupt adoption.
Incredible.
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