All-In PodcastTrump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
Episode Details
EPISODE INFO
- Released
- October 18, 2025
- Duration
- 1h 16m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history (52:59) AI PR crisis: Recent datacenters get denied 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.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3 https://x.com/the_jefferymead/status/1978130345200427334 https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961 https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html https://truthsocial.com/@realDonaldTrump/posts/115351840469973590 https://truthsocial.com/@realDonaldTrump/posts/115350455734003647 https://mpmaterials.com/mountain-pass https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/ https://chinapower.csis.org/tracker/china-gdp https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15 https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124 https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf https://nationalinterest.org/feature/can-china-rise-peacefully-10204 https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/ https://www.amazon.com/End-History-Last-Man/dp/0743284550 https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978 https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884 https://x.com/balajis/status/1937517664907460980 https://x.com/chamath/status/1978584886329082098 https://www.datacenterwatch.org/report https://x.com/chamath/status/1977794775148601541 #allin #tech #news
SPEAKERS
Jason Calacanis
hostChamath Palihapitiya
hostDavid Friedberg
hostGuest
guest
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis explores trump, China, And AI: National Guard, Rare Earths, And Backlash The episode opens with banter from Dreamforce in San Francisco, then pivots into a serious debate about crime, homelessness, and whether Trump’s proposed National Guard deployment to San Francisco is warranted given recent improvements. The discussion then moves to China’s new export controls on rare earth minerals, U.S. dependence on Chinese supply chains, and how price floors, deregulation, and strategic reserves might rebuild domestic capability. The hosts zoom out to the larger U.S.–China rivalry, tracing how WTO policy and corporate incentives helped create today’s dependency and multipolar world. Finally, they examine AI’s emerging PR crisis: data-center backlash over power and water, fears of job loss, and how to communicate AI’s benefits while addressing real local and economic concerns.
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