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All-In PodcastIPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
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Episode Details
EPISODE INFO
- Released
- June 21, 2025
- Duration
- 1h 52m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more (42:41) Why Apple is fumbling AI and how they can fix it (57:02) IPOs and M&A heating up in 2025 (1:16:18) State of liquidity: SPACs, Direct Listings, and more (1:25:40) Amazon's "kingmaker" position, job displacement (1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate (1:52:13) Animal trailer Follow Thomas Laffont: https://x.com/thomas_coatue Animal Trailer: https://www.youtube.com/watch?v=8NNW5r63oXU 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://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18 https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5 https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05 https://x.com/JoannaStern/status/1933564098291048764 https://www.youtube.com/watch?v=wCEkK1YzqBo https://x.com/chamath/status/1932157508698919320 https://www.renaissancecapital.com/IPO-Center/Stats/Pricings https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai https://x.com/chamath/status/1935369326321877153 https://x.com/chamath/status/1935740807925100853 https://www.google.com/finance/quote/COIN:NASDAQ https://www.google.com/finance/quote/SPOT:NYSE https://x.com/ylecun/status/1935108028891861393 https://x.com/ben_j_todd/status/1934284189928501482 https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0 https://companiesmarketcap.com/microsoft/revenue https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0 https://www.youtube.com/watch?v=8NNW5r63oXU #allin #tech #news
SPEAKERS
Jason Calacanis
hostDavid Friedberg
hostNarrator
otherChamath Palihapitiya
hostThomas Laffont
guestMark Zuckerberg
guestDavid Sacks
hostJournalist/Interviewer (Apple segment)
guestApple Executive (interviewee)
guestNarrator
otherNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Friedberg, IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate explores Zuck’s AI Land Grab, Mag 7 Rifts, Apple Stalls, SPACs Stir This episode of the All‑In Podcast ranges from Meta’s aggressive AI push and the emerging divergence within the “Mag 7” tech giants, to the comeback of IPOs and SPACs, and the passage of the GENIUS stablecoin Act in the U.S. Senate.
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