Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO

债券危机隐现?共和党抛弃DOGE,谷歌用AI颠覆搜索,OpenAI收购Jony Ive的IO

All-In with Chamath, Jason, Sacks & Friedberg

2025-05-24

1 小时 33 分钟
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单集简介 ...

(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design startup for $6.5B (57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals (1:15:25) Science Corner: CRISPR breakthrough! (1:23:02) How increased energy production could solve America's fiscal problems 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.barrons.com/articles/20-year-treasury-bond-auction-bba9d889 https://www.cnbc.com/quotes/US10Y https://x.com/KobeissiLetter/status/1925253934794342405 https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/ https://x.com/JessicaBRiedl/status/1925257429408756087 https://www.google.com/finance/quote/BTC-USD https://www.google.com/finance/quote/GCW00:COMEX https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493 https://x.com/chamath/status/1925568992959492156 https://x.com/chamath/status/1925590496103342114 https://www.google.com/finance/quote/GOOG:NASDAQ https://blog.google/products/google-one/google-ai-ultra https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005 https://x.com/BenGeskin/status/1925579528933372198 https://x.com/DavidSacks/status/1924817118370951238 https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure
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单集文稿 ...

  • All right, everybody, welcome back to the number one podcast in the world, the All In Podcast.

  • Today, the original squad is back.

  • No guests, just full contact sacks.

  • It's back.

  • We're going to break down a number of topics today,

  • including chaos in the bond market, as Republicans seemingly have abandoned the Doge agenda.

  • And we're going to debate the big, beautiful bill,

  • which is going to add trillions for our national debt.

  • And it's a new era for Google as they release an AI first Search product.

  • OpenAI has acquired Johnny Ives company I.O.

  • to make some sort of gadget.

  • They've paid over six billion dollars.

  • Is this the real deal or not?

  • You're going to find out today.

  • And is energy the solution to every problem we have?

  • One Bestie's got a very interesting tape.

  • All that and more on the number one podcast in the world.

  • Stick with us for the fourth year in a row.

  • We're going to do the all-in summit.

  • If you guys remember four years ago, I decided, hey, let's do a summit.