All-In PodcastNew SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale
Episode Details
EPISODE INFO
- Released
- December 7, 2024
- Duration
- 1h 24m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:07) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (40:52) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:07) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:07:56) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Gavin Baker: https://x.com/GavinSBaker Follow Joe Lonsdale: https://x.com/JTLonsdale 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://truthsocial.com/@realDonaldTrump/posts/113603133222686186 https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html https://x.com/davidmarcus/status/1862654506774810641 https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes #allin #tech #news
SPEAKERS
Jason Calacanis
hostDavid Friedberg
hostJoe Lonsdale
guestGavin Baker
guestNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Friedberg, New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale explores trump’s Deregulation Agenda, Bitcoin Surge, xAI Bet Reshape Power, Markets The episode features guest hosts Gavin Baker and Joe Lonsdale with David Friedberg and Jason Calacanis dissecting the post‑election “Trump bump,” focusing on deregulation, debt, energy policy, and America’s competitive position vs. China. They analyze Trump’s nomination of Paul Atkins as SEC Chair and what a more pro‑market, pro‑crypto regulator means for capital markets, accreditation rules, and Bitcoin’s role relative to the U.S. dollar and BRICS. A major portion of the discussion dives into AI: Elon Musk’s xAI supercomputer in Memphis, GPU coherence breakthroughs, scaling laws, and what Grok‑3 could do to the competitive landscape versus OpenAI and others. The show closes with the shocking assassination of UnitedHealth’s CEO, using it to explore anger at the healthcare system, the “oppressor vs. oppressed” mindset, and the risks of personalizing corporate responsibility.
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