All-In PodcastBond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO
Episode Details
EPISODE INFO
- Released
- May 24, 2025
- Duration
- 1h 33m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(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 #allin #tech #news
SPEAKERS
Jason Calacanis
hostDavid Friedberg
hostChamath Palihapitiya
host
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, Bond crisis looming? GOP abandons DOGE, Google disrupts Search with AI, OpenAI buys Jony Ive's IO explores bond Market Warning, Google’s AI Pivot, OpenAI’s $6.5B Hardware Bet The episode opens with an extended deep dive into a shaky U.S. bond auction, the GOP-backed “Big Beautiful Bill,” and why the hosts see a looming debt and interest-rate spiral exacerbated by political unwillingness to embrace austerity. They argue that higher-for-longer rates could trigger non-linear debt dynamics, crowd out spending, and push investors into gold, Bitcoin, and away from Treasuries, with Japan’s bond market turmoil as an added systemic risk.
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