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All-In PodcastTrump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC
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Episode Details
EPISODE INFO
- Released
- December 13, 2024
- Duration
- 1h 28m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) The Besties welcome Keith Rabois! (4:01) Keith explains why he returned to Khosla Ventures, the differences between Founders Fund and Khosla, and his husband Jacob Helberg's role in Trump Admin (13:09) Business acumen of Trump's cabinet and appointees, diversity of opinion (25:59) Google's new quantum chip: potential impact on encryption, cryptography, and more (43:50) Apple developing new server chip for AI inference, iOS flop, why its product culture is failing (54:30) TikTok panics after appeals court upholds the "divest-or-ban" law, with a January 19th deadline (1:03:55) State of Venture Capital, why Stripe is still private, thoughts on crypto Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow Keith: https://x.com/rabois 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.tiktok.com/@frankielapenna/video/7010077215576575238 https://www.axios.com/2024/12/06/trump-billionaires-cabinet-elon-musk https://blog.google/technology/research/google-willow-quantum-chip https://www.nature.com/articles/s41586-024-08449-y https://research.google/blog/suppressing-quantum-errors-by-scaling-a-surface-code-logical-qubit https://quantumai.google/roadmap https://en.wikipedia.org/wiki/Hartmut_Neven https://en.wikipedia.org/wiki/Double-slit_experiment https://www.discovery.com/science/Double-Slit-Experiment https://en.wikipedia.org/wiki/Schr%C3%B6dinger%27s_cat https://www.theinformation.com/articles/apple-is-working-on-ai-chip-with-broadcom?rc=pxkrxo https://x.com/rabois/status/870673635375104000 https://www.amazon.com/Company-Giants-Conversations-Visionaries-Digital/dp/0070329656 https://www.cnn.com/2024/12/09/tech/bytedance-tiktok-halt-us-ban-intl/index.html https://apnews.com/article/tiktok-us-ban-sale-china-congress-de12b4d22aa8095e62cb0982a6e62235 https://apnews.com/article/tiktok-ban-congress-bill-1c48466df82f3684bd6eb21e61ebcb8d https://pitchbook.com/news/reports/q3-2024-pitchbook-nvca-venture-monitor https://www.cnbc.com/2024/12/12/servicetitan-starts-trading-on-nasdaq-after-ipo.html https://www.nytimes.com/2024/12/11/business/dealbook/ftc-trump-ferguson-khan.html https://www.ben-evans.com/benedictevans/2021/6/15/antitrust https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade #allin #tech #news
SPEAKERS
Jason Calacanis
hostChamath Palihapitiya
hostDavid Friedberg
hostNarrator
otherDavid Sacks
hostGuest
guest
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, Trump's Cabinet, Google's Quantum Chip, Apple's Flop, TikTok, State of VC explores Trump’s Business Cabinet, Quantum Shock, Apple Stumbles, TikTok Showdown, VC Reset The All-In crew hosts Keith Rabois for a wide-ranging discussion spanning his return to Khosla Ventures, the Trump administration’s emerging economic team, and the role of real business operators in government. They dive deep into Google’s new Willow quantum chip, its implications for cryptography and crypto, and contrast Google’s long-horizon R&D with Apple’s increasingly chaotic product execution and AI strategy. The panel debates the national security, reciprocity, and data-privacy stakes around TikTok as a January divest-or-ban deadline looms, and explores how tariffs, immigration policy, and industrial strategy may reshape the U.S. economy under a new Republican administration. They close with the state of venture capital, why Stripe hasn’t gone public, crypto’s speculation-heavy use case, and how public markets and M&A are slowly reopening post-2021 bubble.
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