All-In with Chamath, Jason, Sacks & Friedberg
White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
Sat, 22 Mar 2025
(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 Thanks to our partners for making this happen: Hims: https://www.hims.com | https://www.forhers.com Gemini: https://www.gemini.com/allin iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Cyan: https://x.com/cyantist 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: 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://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161 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 https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791
Chapter 1: What happened behind the scenes at the White House?
Freeberg had this great story. There's a machine there. I've never seen this machine in my life, but he knew the machine. There's a machine.
It's the Coca-Cola Freestyle machine.
There's a machine that's right by the Navy mess where we had lunch in the Situation Room, which dispenses literally—I've never seen this before—
This is how out of touch you are.
This is in every 7-Eleven, every movie theater, every McDonald's.
Every movie theater. It's everywhere. This is everywhere. You have not left.
I was blown away by this machine. All the Coca-Colas, all of the Gatorades.
$399.
How much? Yeah, $399.
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Chapter 2: How did the Besties experience the White House visit?
By the way, you want to know something? They didn't do it on the veggie burger. What does that say?
They're sending you a message. By the way, what's incredible about the narrowness and the smallness, there's just a door that does not look all that assuming. It's very unassuming. And there's just a small sign that says, Situation Room.
Right. There's a little corridor off of the West Wing lobby, which, by the way, like you said, if you're hanging out in the West Wing lobby, you're going to run into all sorts of interesting people. But you go down this little passageway. It's so small. The header of the door is so small that Sri Ram, you know, does AI policy. He's 6'6".
He almost concussed himself once because he hit his head at the top of the door. I think the door frame is about 6'2", is the clearance. Maybe.
Well, it was made over 100 years ago.
He literally has to duck his head every time he walks by. But in any event, if you walk to the end of that passageway, There's a little kiosk to get a coffee or you turn the other way and you're in the situation room. I mean, it's really.
You could be whacking a terrorist from 4,000 miles away or you can get a mocha. You could do both. Why choose? Cyan, you have a question. What do you think? If you're taking all this in.
Yeah, I want to know from David what his favorite piece of art is there and whether or not David and Chamath saw the Declaration of Independence.
Yeah, actually, yeah. Well, go ahead, Jamal.
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