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All-In PodcastTrump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
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Episode Details
EPISODE INFO
- Released
- April 26, 2025
- Duration
- 1h 29m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE (1:18:35) Science Corner: China's Thorium Breakthrough 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.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D https://x.com/nic__carter/status/1909066161464959070 https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html https://x.com/TheTranscript_/status/1915116330534998440 https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372 https://truthsocial.com/@realDonaldTrump https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev https://x.com/EconomyApp/status/1915501252420784499 https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025 https://doge.gov/savings https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28 #allin #tech #news
SPEAKERS
David Sacks
hostJason Calacanis
hostAndrew Ross Sorkin
guestChamath Palihapitiya
hostDavid Friedberg
hostNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring David Sacks and Jason Calacanis, Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery explores Trump Tariffs, China Leverage, AI Wars, Thorium Power, and Doge The episode dives into the market rally amid Trump’s aggressive tariff posture on China, debating whether the rebound reflects genuine leverage or a so‑called “Bessent put” and how much credit the administration deserves. The besties and guest host Andrew Ross Sorkin explore America’s strategic vulnerabilities to China—rare earths, supply chains, and regulatory asymmetry—while highlighting India’s emerging role as a key manufacturing and security partner.
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