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All-In PodcastAll-In Podcast

Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down

Jason Calacanis on Trump’s Tariffs, Trade Shock, AI Agents, And Elite Politics Collide.

Jason CalacanishostChamath PalihapitiyahostRyan PetersenguestDavid SackshostDavid FriedberghostAaron Levieguest
May 3, 20251h 35mWatch on YouTube ↗

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Episode Details

EPISODE INFO

Released
May 3, 2025
Duration
1h 35m
Channel
All-In Podcast
Watch on YouTube
▶ Open ↗

EPISODE DESCRIPTION

(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:16) Reflecting on Trump's first 100 days (28:13) Global trade disruption, how businesses are dealing with tariffs (49:11) Amazon flip-flops on tariff pricing feature; national security issues (1:04:10) AI agents, 1,000,000X'ing AI, and more 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://en.wikipedia.org/wiki/OODA_loop https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146 https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html https://x.com/Molson_Hart/status/1915248938753392642 https://x.com/SecScottBessent/status/1917697018551754802 https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html https://x.com/chamath/status/1908239828283777393 https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://manus.im https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369 #allin #tech #news

SPEAKERS

  • Jason Calacanis

    host
  • Chamath Palihapitiya

    host
  • Ryan Petersen

    guest
  • David Sacks

    host
  • David Friedberg

    host
  • Aaron Levie

    guest
  • Narrator

    other

EPISODE SUMMARY

In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, Trump's First 100 Days, Tariffs Impact Trade, AI Agents, Amazon Backs Down explores Trump’s Tariffs, Trade Shock, AI Agents, And Elite Politics Collide This episode of the All-In Podcast dissects Trump’s first 100 days in office, the aggressive new tariff regime with China, and its cascading impact on supply chains, small businesses, and big tech. The besties and guests Ryan Petersen (Flexport) and Aaron Levie (Box) debate whether Trump’s shock-and-awe tariff strategy is necessary realpolitik or reckless ‘chaos monkey’ economics, and how poorly communicated policy is amplifying uncertainty.

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