All-In PodcastTrump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
Episode Details
EPISODE INFO
- Released
- July 19, 2025
- Duration
- 1h 19m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy (38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and what it means for crypto in the US (52:42) AI Infrastructure: $90B in new investments announced, Nvidia H20 export restrictions lifted (1:06:06) Sacks interviews Senator Bill Hagerty on the passing of the GENIUS Act Follow Gavin Baker: https://x.com/GavinSBaker Follow Bo Hines: https://x.com/bohines Follow Senator Bill Hagerty: https://x.com/SenatorHagerty Get The Besties All-In Tequila: https://tequila.allin.com Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ 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.bloomberg.com/news/articles/2025-07-16/trump-likely-to-fire-powell-soon-white-house-official-says https://www.nytimes.com/2025/07/16/us/politics/trump-powell-firing-letter.html https://polymarket.com/event/fed-decision-in-september?tid=1752872350388 https://www.cnbc.com/2025/07/15/cpi-inflation-report-june-2025.html https://www.cnbc.com/quotes/US30Y https://polymarket.com/event/will-trump-remove-jerome-powell https://polymarket.com/event/who-will-trump-announce-as-next-fed-chair?tid=1752854752131 https://www.politico.com/live-updates/2025/07/15/congress/house-gop-crypto-bills-trump-00455645 https://www.nytimes.com/2025/07/15/us/politics/trump-ai-pittsburgh-speech.html #allin #tech #news
SPEAKERS
Jason Calacanis
hostGavin Baker
guestChamath Palihapitiya
hostNarrator
otherDavid Sacks
hostBo Hines
guestKirsten Gillibrand
guest
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Gavin Baker, Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law explores trump’s AI, Debt, and Crypto Gambit: Power, Chips, and Dollar Dominance This episode of the All-In Podcast weaves together U.S. macroeconomics, AI competition, energy policy, and crypto regulation against the backdrop of Trump-era policymaking. Gavin Baker and the besties unpack the implications of firing Fed Chair Jerome Powell, surging long-term interest rates, and a rapidly worsening U.S. debt burden. They then dive into the emerging $10 trillion-plus AGI/ASI opportunity, NVIDIA’s chip export chess match with China, and how AI will reshape productivity and energy demand.
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