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All-In PodcastThe AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
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Episode Details
EPISODE INFO
- Released
- March 29, 2025
- Duration
- 1h 27m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) The Besties welcome Gavin Baker back on the show! (1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back (16:22) US vs China in AI: Manus, China building its own Nvidia, and more (28:37) The Administration's endgame for tariffs (53:05) Signalgate: context and fallout (1:09:42) El Salvador deportations Follow Gavin: https://x.com/GavinSBaker 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.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27 https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25 https://modelcontextprotocol.io/introduction https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://www.youtube.com/watch?v=A8wJc7vHcTs https://x.com/JohnArnoldFndtn/status/1905296181208416744 https://x.com/chamath/status/1904547884877701610 https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151 https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador https://x.com/Sec_Noem/status/1905034256826408982 #allin #tech #news
SPEAKERS
Chamath Palihapitiya
hostJason Calacanis
hostDavid Sacks
hostGavin Baker
guestDavid Friedberg
hostNarrator
otherNarrator
otherNarrator
otherNarrator
otherNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Chamath Palihapitiya and Jason Calacanis, The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations explores AI Arms Race, CoreWeave IPO, Tariffs, and Tough Immigration Choices This All-In Podcast episode features investor Gavin Baker joining the besties to unpack Nvidia’s massive GPU product transition, the CoreWeave IPO, and how export controls are shaping an emerging AI ‘cold war’ with China.
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