Comments

Finally a cohesive episode with all four chiming in equally and getting back on track here. Good job!

I live in memphis and can tell you there is a feel of peace here. It’s quiet, I don’t hear the constant sirens etc. I don’t live in a horrible neighborhood but when I go to gas station grocery store tv I just feel safer and it’s so nice. I know those in the more dangerous neighborhoods have been thanking TRUMP and are seeing their kids out playing and feeling free. It makes me so happy.

I actually get excited when I see the original 4 now lol

I grew up here in the SF Bay Area. San Francisco was a #1 tourist attraction. As a 16 yr old I sold hand made earing as a street artist. I met people from all over the world. All the conventions were held here. There was no graffiti, filth, and excrete on our sidewalks. Today, I will not even go visit SF. BART is unsafe, and if you drive, you risk your windows will be broken. I do not want to live like this at all. It is a choice.

Friedberg fan here🎉always watch episodes with him, best of the best 👍

Saying that "AI isn't taking jobs" and then quoting the headline govt unemployment number, just as the Biden administration did for its 4 years, illustrates their laziness and inability to realize the underlying cause to the narrative they keep having to defend against. Also, I'd like to see them breakdown the unemployment numbers by age group to see the stratification of unemployment, it paints a very different picture than just speaking to the govt headline number and not going deeper.

These datacenter companies should 100% subsidize solar and battery for citizens and empower the local economy/population as opposed to the centralized power companies…or both

You are not allowed to have my chips, but you have to give me your rare earth metals!

As a Chinese, I have to say you guys have great insights regarding China’s advantages and disadvantages. The US has wise men, and I believe that’s why we can work out a solution together instead of resorting to war.

So US blocking chips, EUVs, EDA software, and others, isn't foul play or against the rules, but if china puts the EXACT same export control/licensing on it's rare earths, its a horrible act of hostility? I feel like it's just tit for tat, may the best man come out on top.

I live in Franklin township, in Indianapolis, Indiana. The pushback on the data centers was because of the potential increased cost of electricity, property taxes, and water. I felt they made empty promises that were not enforible if they failed to live up to their commitments "The axe forgets, but the tree remembers." They need to increase electricity capacity first. We shut down all our coal plants under Biden.

Way better episode than last week, calm discussions with good arguments from different sides

With regard to San Fransisco - if they can get the Mayor to request, in the media, the feds to be sent in by Trump, then there'd be far less resistance to it.

Friedberg with the optimism we all needed! Time to accelerate!

It isn’t losing jobs, it is the youth can’t get them, I have also seen a lay off in your 50’s is unemployment, permanently. GDP, or prices don’t matter when you have 0 income.

Balanced and refreshing discussion on the US and China relations from 38:58 on. Before it sounded like yeah China does not play fair when one site simply lost the game. Like US leveraging the GPUs they do the rare earth.

Huge respect to Jason when he states "It wasn't hubris, it was GREED" LOL! @47:45. Bravo!

Why can't Chamath actually acknowledge that Jason actually is making fair points (on the topic of rare Earths and Neodynium, specifically). He ALWAYS shuts down Jason - always has to have the last word, always has to correct him. He doesn't do that with Sacks and rarely with Friedberg....I think that he and Sacks just fundamentally believe that they are vastly superior to JCal intellectually (and financially, presumably), and do everything in their power to bully him with their words and their arguments.

Each of you knocked it out of the park on this one thank you so much for helping me to think better

Jason is 100% correct - I Lived the Offshoring that took place in the 70's and 80's. Consultants made an enormous amount of money working with CEO's simply offshoring to China and elsewhere to boost their Financials. It was Obscene "Greed". Thank you Jason!

Chamath fact check… In 1992, during a visit to Baotou, Inner Mongolia, Deng Xiaoping famously declared, “The Middle East has oil, China has rare earths,” signaling strategic intent to leverage China’s reserves for global dominance. This vision, under his economic reforms from the late 1970s, drove policies consolidating production and processing, establishing China’s 1990s lead in the industry.

Jcal. Huge fan of what u do here on the show. PLEASE stop saying “yum yum”

Jason has been doing a great job keep the conversations grounded since Sacks and Chamath have become Trump admin mouthpieces and Friedberg is stuck in economic theory land where an uber driver can just go work in Tech.

Some good books got mentioned when discussing World order 50:22. A very balanced discussion. Sharing the list here if interested: 1. Lee Kuan Yew - Graham Allison 2 The end of history and the last man - Francis Fukuyama 3. The clash of Civilisations- Samuel Huntington 4. The world is flat - Thomas Friedman

Best Podcast Ever!! Love you guys!

Critical thinking and communication skills, I believe are the two most important things for education. Your channel defines this not just exemplifies. It defines it. You take critical thinking and ability to argue. Communication skills to a new level. I thank you so much.

YES LEE KUAN YEW OMFG YOU GUYS FINALLY SPEAK ABOUT SINGAPORE!! SINGAPORE HAS THE BEST GEOPOLITICS READ OF THE WORLD BECAUSE IT IS CRITICAL FOR THEIR SURVIVAL AND THEY ARE PRACTICAL AND WISE PLS LET THIS PODCAST HAVE MORE WISDOM BY LEE KUAN YEW/SINGAPORE LEADERS

I’m so glad about Jasons mention on young people struggling to find jobs. I had to move to another state for employment and luckily it was with a reputable firm that allowed me to move back. But holy shit I know so many new grads who are struggling to find jobs. Interest rates being high isn’t helping either

"Bend the knee to the king of kings, which is Trump" 😂😂😂

Are you FFing kidding me? These billionaires who have every politician and deep state operative in their pocket are complaining that the public can’t see the benefit of AI rammed down their throats? Time to ramp operation Mockingbird and MK ultra up a few notches.

New Talking Point: Calling in the National Guard isn’t a Band-Aid — it’s a reset. When police departments are stretched thin, they’re constantly reacting instead of restoring order, like trying to clean a house that’s already buried in clutter. The National Guard is that deep clean — they help get things back under control so local police can actually maintain it. It’s not the long-term fix, but it’s the step that makes a long-term fix possible.

All in podcast is so informative and fun to watch. Thank you for the amount of time and energy you all put in to educate us🇺🇸

I lived in Haight-Ashbury in San Francisco for almost 30 years. Sadly, I realized, like you guys are alluding to, that many of the organizations don’t even pretend to want to get the homeless and the drug addicts off the streets, rather they operate under the premise that people have a right to live on the street and feed their addictions. I think many of these “service providers“ are closet anarchists who just don’t want “yuppies“ to be able to walk around the City without seeing poor people. It’s tragic that this segment of our population that is struggling so much are being used by people who tell themselves they are kind and compassionate. This is so revolting to me I ended up moving out of the city. It’s hard to walk around every day and see things that make you want to cry and get angry at the same time.

Strong episode, back to basics

These guys are intellectual, humor and transparency black belts. This episode was especially informative. Highly recommend it.

I lived in the US 25 years ago and even back then I remember parts of downtown SF felt like a zombie-district where you had to step over drug addicts on the pavements. I find it strange that this hasn't been dealt with way earlier. And my 2 cents on HOW to deal with the problem: well, out-of-sight -brushing it under the carpet is NOT how to deal with this. These are sick people that need care and forced rehabilitation.

As someone in that town in WI that opposed the data center you are right. The biggest concern was our electric bills and our fresh water. I have to tell you as someone paying already really high electric bills we don’t really care about GDP growth - we care about our electric bills and our fresh water. There aren’t jobs created from it so to us in small town WI there is no benefit to us

“Dragons at your Door” is a 20 year old book the describes exactly how Chinese industries come to dominate.

David's the best..."NGO's taking care of addicted homeless - their money Flock ! "

China targeted American factories and now India targets American offices

David Friedberg - Love you!

Great ideas on how to clean up SF! You’re so right “We don’t need to live like this!”

Those “jobs” aren’t paying enough…. The money printer went burrrr , and left the wages in the dust.

1:12:21 - 1:13:52 Jason is correct. Thank you Jason!

Perfect timing ❤

David Sacks doesn't seem to know what AI Agents are. The AI Czar said "job loss narrative is a fallacy is because humans are end to end. What makes them really good and irreplaceable is that they can do an entire job end to end and they can pivot their objective and figure out what their objective should be. AI is not like that. It has to be told what to do. It has to be prompted and then when it gives you a result, that result has to be validated to make sure it's not hallucinating. And then frequently you don't really get the result you're looking for. So you have to iterate and you have to re-prompt and you go through this loop where you do it over and over again until you get something that's valuable"

Thank you for listening. A balanced conversation between the four bestiezz

Thank you for the show!

Gavin wants to be Prez = SF cleanup

There should be an effort on the part of the AI/Data companies to subsidize efficient hvac, renewables, and batteries for the surrounding communities they want to be part of by building these data centers. That way we can reduce peak usage, enabling them to actually have sufficient infrastructure to run their data centers, and the residents have lower power bills, win win.

Clean up is because of Prop 36 passing! Stealing is illegal again

Yess please! Living in SF has been a nightmare, constantly living in fear. Forced to do so due to work but will be able to move soon. If the national guard can fix it, residents will be very grateful 🙏

Pritzker won at blackjack because Bally’s needs State support for the new casino it is building in Chicago. Draw your conclusion as to how honest that game was.

Last year, some of these guys talked about how you can run companies with only few people thanks to AI. But suddenly that doesn’t translate to job loss. And then somehow we expect uber drivers to go build data centers.

Very entertaining and informative. Thank you all!

Maybe…football fields of people hired to ride exercise bikes to generate the electricity for the data centers. Seem to recall there might have been a Black Mirror episode along these lines…

Glad you guys finally addressed the 3 major problems/criticism with these AI and data centers! 2 major data center projects in the St. Louis area have been put on hold this year. Saint Charles, MO and The Armory downtown STL. All the post from my friends express concerns of Cost of Electricity, Noise pollution, and the Water Supply! It’s all “no data centers” rather than solutions! We need to fast track SMR projects by new data centers and REDUCE electricity costs, not increase. Noice reduction, more than just insulation in the walls! Not hard! Not sure on the water solution but in the Midwest you can just dig lakes for extra water. All plant nursery’s do! Purify and recycle that water for the data centers!

ai pr disaster part of this weeks show was excellent thx. issues like this are going to be creeping up and then resolving or subsiding and evolving all along the way, would be great to hear the narratives from your side as frequently as possible (weekly). your perspective is important for investors and the general public to understand and get on board. we gotta win 🦅🗽📈🇺🇸

46:30 Look it up, China and India had 27% and 24% of the world's GDP for who knows how far back; and for about 100-150 years, around 1200-1250+ India was slightly ahead of China.

it’s interesting. What happens when you secure the border for the country and then that same city ks having a dropping crime essentially let anyone come into the city under sanctuary laws , I’m a Democrat at heart but the crime drop makes sense when you added it all together

China has been planning for decoupling with the west since their very first day of opening and reforming 45 years ago.

Great One!!

These guys are such losers lmao.

Appreciate the discussion around AI impact on jobs (finally) but there are major flaws in your assessment. As a percentage of GDP, professional, technical and scientific jobs drive way more economic activity in the U.S. (upwards of 75%) than Uber drivers or truck drivers - so why aren't you discussing them? All you keep mentioning are loss of driving jobs. Are all of the bankers, CPA's, attorneys, engineers, and scientists just supposed to go and dig ditches now that the government has all of sudden decided to make manufacturing a priority again, and all for the sake of AI no less? No thanks! Our government bent over the middle-class once already outsourcing to China - and we won't let it happen again. So unless the billionaire class doesn't want major class warfare it better figure out how to make this a soft landing FIRST and foremost, because once the professionals start losing their jobs to AI en masse your going to have a much bigger problem on your hands. Also, it doesn't help to refer to it as "doomer" scenarios when you're a billionaire and someone making $150k/year is living paycheck to paycheck and can barely scrape by due to inflation and out of control government spending. Bottom-line is the billionaires and the government need to accept major concessions, make structural economic changes, and render the middle-class whole again. And I would recommend you do it fast if you want us participate in yet another economic boondoggle (AI) like we did with so called "free trade". And if you are so certain, as you seem to be, about "AI abundance" then it shouldn't really be a problem, right? Until then we will oppose you every step of the way. Your move gents.

UUUU is a great rare earth company in USA. No debt and all permits that are required.

Great episode. They still got it

FREIDBERG MASTERCLASS 🔥🔥🔥

You guys. 🥳

What they explained is the big global version of what China does on Amazon. When the sales of a new product reaches X dollars, China knocks it off and floods it on Amazon under 30 brands. Only the scale is much bigger with commercial products/industries and commodities .

The Christmas Adventurers Club Public Propaganda Team! 😂😘

He is a thought from a retired person, if there is so much manufacturing and other busineses coming into the country, why arent the busineses training young individules for the jobs they need done , instead of all these kids wasting thousnds of dollars on woke colleges in degrees that are useless ,we needto get back to the days where a business valued their employees, give them a reason to train in jobs that will benifit not just the company but the employee too!

Chamath is 100% right. China has been the center of world population and commerce most of the time in recorded history. One quibble: they didn't take their eye off the balll (as you know). They were very systematically and deliberately destroyed by the British Empire, which allowed the East India Company to smuggle opium into the country to sell for silver (which the EIC had run out of). This resulted in over 4 million people (often the mandarins, who had the silver) addicted to opium. To Friedman's point, Zheng He's fleet in the early 1400s was bigger and better in many ways than the European ships that the Portuguese and then the Dutch and others used to reach Asia. But even a Confucian society whose administrators have to pass stringent examinations in order to serve, can't operate if most of its civil servants are high. ps. And on AI, in addition to (or maybe instead of) improved messaging, the AI industry should PAY FOR the externalities, including the increase in residential energy rates. They should probably be required to "bring their own" energy rather than stealing large percentages of a capacity that was built out (as a regulated public utility, thus with government oversight and taxpayer support) to serve residential and small business use. And for crying out loud. Tell that idiot Altman to shut up about porn. The public is already becoming skeptical about the utility of language models. Altman is going to convince them!

Pritzker’s “Blackjack Winnings” = Obvious $$ Laundering.

Another fun, brilliant, interesting and insightful podcast. My number one, must listen to podcast. Thanks Guys, From the UK.

Ahh hot cup of coffee early in the morning in scandinavia and some good ol' all in podcast, perfect.

Thank you Jason, for adding a bit of balanced perspective.

“The uber drivers and accountants will get high paying jobs in the rare earth mines” An especially detached and bizarre take from the besties this week.

Honest question do Billionaires and multi millionaires live next to data centers. The answer is no so therefore it's easy to say build data centers everywhere except there richie neighborhoods. Normal middle class and down can't afford higher energy bills they've already gone crazy high since covid. Water same and nobody wants to hear noise unless it's ocean waves

Why not learn to pronounce Xi Jinping’s name correctly, Cham?😂

The thing is AI looks smarter than ordinary people now.

Sacks you sounds like the same people you were ripping on about shipping jobs overseas when talking about the concerns of datacenters on local residents. But GDP! I'm supportive but clearly there are downsides which should be addressed.

Excellent episode! Show prep is shining!

Anyone else notice Chamath saying 6-7 a few times

Appreciate the very rational analysis of China in this episode - much needed. When are you guys coming to do an episode in Shanghai?

great one

The reason why Tucson, AZ does not want a datacenter is because of water consumption and electricity costs. No one wants a datacenter in the middle of the desert that is also going through a drought.

These big capitalists want public/ govt to subsidize them all over again and provide BS to justify that

You need a real energy plan. Without that, people will not want data centers in their communities. Solar and wind can help but we need nuclear energy yesterday.

If artificial general intelligence is achieved it will replace humans in any organization that can afford to build the robots because they are more efficient, predictable, and require no benefits or salary. The example from the podcast of a car replacing a horse creating new jobs is not quite the same as a computer replacing the human. It is a very real possibility that should not be overlooked.

Great pod!

Best podcast

The pendulum swings. Last week I was crying about Jason’s bleeding heart. Now he is the star or the show. orson well’s clapping gif

Why are these Data companies putting cost burdon of electricity on residents? All Local costs are all moving upward so quickly that residents are unable to see AI benefits especially initially. David is not hearing that.

You know we’re near a top when Chamath says companies aren’t valued based on cash flow generation

Of course 4 tech guys are thinking that AI is great for society. This is like asking a child if ice cream is yummy.

Please send the national guard to Denver for 90 days. But only 90 😂

How about these guys invite Google, Amazon, etc. come build a data center in their neighborhoods?

As a downtown resident, Mayor Laurie has done a great job. He also says there's a long way to go, and I agree but he's done more already than Breed in 4 years ..

I ❤the All-In-Podcast so much that it's replaced Caroline Stanbury. I no longer focus on my physical, it's now whatever subjects that you chew on. I'll bite.

The last part is total cope lol.

The 4 of you are no different than the Robber Barons

Standards pretty low

Some weird feedback that came to mind when watching this - The "order" that you all are in seems to be random, but I would prefer that you all stay in the same or similar order between videos. I feel like I have to kind of re-orient between videos when I hear Jason speaking and I look top left and it's Chamath picking his nose (kidding!). My preferred order is Calcanis top left, Freidberg top right, chamath bot left, david bot right (Jason is the host so he should be top left I think, the rest dont REALLY matter). That order puts the opposing viewpoints crosswise, if that makes sense. Love your content keep pumping!

47:50 Jason is correct. It was greed.

Another good one.

Much better.

Excellent episode! Good even discussion, I learned a lot about China and their businesses

Thoroughly enjoyed the conversation

Always great conversation. With some of the best minds, I always look forward.

Great show. Thank you for another episode of understandable and relatable, informative conversation.

So Good to see the four of you back together. Great Show

Intro cracked me up 😂

Excellent conversation- thanks guys

Key Points from "Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis": 1. Discussion of San Francisco crime and National Guard proposal (00:04:30) 2. San Francisco crime stats improving despite negative narrative (00:07:10) 3. Federal and local efforts to address fentanyl drug trade (00:08:20) 4. Challenges of law enforcement and politics in San Francisco (00:09:30) 5. Potential benefits and backlash of National Guard deployment (00:11:00) 6. San Francisco’s drug market cleanup example from Xi’s visit (00:11:40) 7. Critique of San Francisco’s managed alcohol and addiction programs (00:17:10) 8. San Francisco homeless budget and incentives sustaining addiction (00:19:50) 9. US-China rare earths trade tensions and export controls (00:20:50) 10. Chinese government’s market manipulation in rare earths (00:22:00) 11. US strategies: price floors vs deregulation for rare earths (00:23:00) 12. China’s mercantilist strategy dominating rare earths market (00:25:00) 13. Importance of US strategic reserves for rare earth minerals (00:29:00) 14. Environmental and regulatory challenges in US rare earth processing (00:33:30) 15. Potential US rare earth deposits and new discovery tech (00:35:30) 16. Need for top-level US-China trade agreement to reduce tensions (00:36:30) 17. Trade war risks and likelihood of tariffs or deal (00:38:30) 18. US and China both seek to reduce critical supply dependence (00:39:30) 19. China’s rise as a global power and creation of own institutions (00:41:00) 20. China’s centralized capital allocation and industrial planning (00:44:30) 21. Historical perspective: China as a reascending power (00:45:30) 22. US policy mistakes enabling China’s rare earth dominance (00:47:00) 23. Critique of 1990s globalization and end of history theory (00:49:00) 24. Contrasting views on AI’s impact on jobs and economy (00:59:50) 25. Humans and AI synergy: AI handles middle tasks, humans end-to-end (01:01:30) 26. AI’s contribution to recent US GDP growth (01:00:00) 27. Recruitment cycle precedes job displacement in AI era (01:03:00) 28. New industries and jobs created by technological revolutions (01:06:00) 29. Local opposition to data centers due to electricity, water, noise (00:53:00) 30. Need for AI industry to invest in community benefits (00:57:00) 31. Media-driven fear versus legitimate concerns about AI (01:08:00) --- ⚡ Powered by VidSift Video Knowledge Engine 🌐 Find us: VidSift dot me

Lmao Sacks - “even I don’t do that” when talking about 100k blackjack hands hahaha

Sl**Con was more important and impactful for our daily lives than Dreamforce.

It sounds like AI is getting the same treatment by the media as was done to nuclear 50 years ago.

Great job guys!

Great pod besties!

The data centers are getting push back bc a large portion of people are angry about AI being stuffed down their throats from some billionaires who are just going to get richer. The feeling of getting their jobs replaced and on top of that they have to live with high energy costs and water problems in their own backyards is just rubbing salt in the wounds.

When they talk about AI contributing to GDP growth, they're usually referring to the economic activity around those investments—like building infrastructure, creating jobs, and boosting productivity in related sectors. It's not the same as saying AI itself is directly generating output yet. A lot of it is forward-looking, expecting that those investments will lead to future productivity gains. So, while the investments show up in GDP, the actual "growth" from AI in terms of productivity may still be on the horizon. You're thinking in a very grounded way! Keep questioning—it's how we stay honest about what's real vs. hype.

Hank says, “With more advanced chemical and metallurgical engineering strategies you may have less environmental impact..”

I know this is anecdotal, but I’m always more sober when I’ve had a few beers.

Love it…. Very funny 😂

Enjoyed the show

Some of those college kids have been “promised” they’d make huge salaries when they graduated, and then they’re disappointed when it doesn’t happen. It’s sometimes less that they can’t get a job, but more that they couldn’t find the job they expected. (I had one of those kids. We had to work hard to lower his expectations for his first job.)

Shout out Jason for calling this out 1:13:50

“Weakness and a lack of knowledge are not obstacles to survival; arrogance is.” — The Three-Body Problem

This rare earth situation has been a long term issue dating to the early 2000’s. Lynas in Australia established production at a mine in Australia well over a decade ago. But has had issues with processing, initially building a plant in Malaysia and was forced to move those to Australia after it faced ongoing local resistance in Malaysia. There are quite a few known raw earth assets in Australia, but prices have not supported investment, the LYC experience has also deterred early stage investment. The stock price has never recover its 2011 highs pre FID. Not all assets have the same ores, as there are many types of rare earth.

Hey Jason @All In why did you not let the panel react to your final statement on CS Jobs. That would have been a very interesting discussion.

I couldn’t see Bryan Johnson today - guess he finally achieved total cellular transparency.

Hmm we started with vocal advocacy for federal intervention in cities and then progressed toward more direct government involvement in markets. Not what I was expecting 😅

In San Francisco, a neighborhood hired their own protective security which improved their area, it wasn’t the police nor the city that made the dent in their situation.

J Cal using the pod to workshop his PowerPoint presentation is classic

Your talk about cornering the market in rare earths by China reminded me how the USA did that in central America with milk and chicken. We sent TONS of free powdered milk down to Guatemala to "Help," totally killing the local economy. We also would dump our dark meat there as Americans would pay more then the whole chicken was worth for just the white meat.

Chamath was on point with AI PR

Loved the episode

On the Tucson deal, the developer has said it still aims to proceed in the county (without city annexation/water).

Had anyone seen the streets in Kensington, PA?? Yikes😪😪

The number one podcast in the world....

Time to go drinking in San Fran 😂😂😂

When are you actually delivering the all in tequila that we paid for early this summer??

Ha ha ha ha, the Gavin example is perfect because cleaning them up doesn't do anything, they just come back.

How bout one week compulsory aligator alcatraz - no phones allowed!!! Wheres the Eric Cartmenez of the left?

I'd love an easy AI-product to extract only what Friedberg is saying!

My 14 year old got addicted to nicotine because he watched your show.

Great episode! Excellent points on all topics, from all four. However, one glaring omission in the National Guard in San Francisco discussion reinforced something that has been bothering me since the start of Trump 2.0. All 4 besties are crazy smart and accomplished and clearly good guys. However, only JCal consistently sees the full picture on the social and political issues. I agree with everything that was said about the situation in SF being a choice, etc. Great analysis. But even Jcal did not fully address a key point. Most people would not be against the National Guard helping ICE or local police, if the point was ONLY to reduce crime. Everyone is against crime. The ICE and National Guard opposition is to ripping away our neighbors who have been here illegally for 20 years, with American kids, doing MUCH HARD WORK that was paid for by U.S. citizens. Illegal residents are not just trading goods and services among themselves. Most people, including billionaires, have a sense of fairness. Until the U.S. citizens who benefit greatly from the labor of illegal residents are punished, many people will not support ICE operations, backed by National Guard troops. JCal did make this point in another episode - deport criminals, aggressively issue escalating fines on U.S. citizens who pay for illegal labor, keep the boarder sealed, and give visas or green cards to decent people who have done a lot of shit work for many of us. If illegal residence in itself is such a Stephen-Miller-level horrific crime, then why no jail time for any citizens who benefit from their labor? Anyway, @JCal please keep calling strikes on the other 3!

I think it'd be a great conversation next week to discuss Chamath's new SPAC with Don Jr. I'm a bit concerned about the son of the President being able to operate so freely in the markets.

Yeah Buddy 🎉!!

Let’s go!!

Sounds like that was a good table with Sacks

"we do not have to live this way..at this point it's a choice" exactly.

the day the guard shows up in SF is a signal day

This is one the the best episodes you’ve had. Everyone was sharpppp

Just how good are these guys! Great wotk❤

Always insightful and great banter. .

Friedberg is awesome

This is the best podcast ❤

One of the best episodes ever! Im a big fan but minute for minute this was the top or damn close.

Amazing

Glad we got Friedberg to experience SF as it is and give it a reasonable assesment that lines up with exactly how I've experienced SF prior and current.

That last segment on AI job displacement was 🔥🔥🔥

Superb episode

I really enjoyed the discussion around China.

The best all-in so far imho .

this was good; I miss the old (under governor arnold ) san francisco when my kids could take the bus into the city in middle school on weekends and i didn't have to worry about what happened.

Thanks jcal for running through tech company employee counts at the end of the episode. You backed your point with relevant data - and that feels closer to what I’m seeing at the ground level. While ai may eventually a lift on job creation - today’s market isn’t at rosy as the other besties are making out it out to be - at least in tech and among younger workers.

Great point from Jason on the big guys static job numbers

One of the best intros we’ve gotten in all In history!! Kudos!!!!

Excellent as always!❤

Great job chaps. Always enlightening

Best one in quite some time. Reminded me of the earlier podcasts. Well done.

Thank you all.

Amazing episode and very informative. Thank you guys! The best podcast around discussing these important topics.

One of your best episodes in a while guys. The knowledge shared today was 👌👊

A great one! Thank you all

Love this podcast!

great episode - you guys are the best.

Thank you for this week’s Knowledge 🙏🏾🙏🏾🙏🏾

Favorite opening so far

Great pod gentlemen 🙏🥂

Thank you Gents!

Really great episode!👍👍👍

52:55 WTF was that cut,! rare earth don’t look over here😂

I don't like that I'm an avid listener. You guys are without a doubt the best source for latest/greatest knowledge and a pulse on the administration for business owners. If "Pandering to Trump" was a drinking game on this podcast, I'd have died 6 years ago.

Would’ve liked to hear someone touch on the water usage aspect of some of these data centers. Putting one in drought ridden AZ where there’s Alr water issues does not seem like the best choice

3:28 the intro felt like it was the BESTIES again! Felt the friendship

The Venetians ran boat building assembly lines down the canals well before Henry Ford did it for cars

This opening has me dying! 😂

Awesome episode! The explanation by David Friedberg on the true nature of Job replacement In the next big revolution - AI

Friedberg’s Model T / Horse and buggy analogy was spot on and one of the best ways I’ve heard this articulated. ~1:04:00

As much as I enjoy and learn from this pod, I come back to, "everybody talks their book".

The best morning tech update by my favorite tech Kings ! Cheray

These discussions are GREAT!

Great episode and actual fact based conversation. Love it!

Best episode in a while!

Things aren't improving. My wife was with our son, and his wife was caring for our grandchild. They parked their car and returned to find it had been broken into, just on the first day. Everyone was shocked because it was considered a “good neighborhood.” The surprising part is that my wife's iPhone detected the stolen headphones, so the thief was still within a 30-foot radius. 😮 She pieced this together an hour later, after the shock of the event had passed somewhat.

Spoke with a tech recruiter the other day. In his world,Seattle,new jobs are nonexistent and those who have them are seeing salary cuts. One man’s view.

Best podcast worldwide

wow ... a retro all-in session ... i'm all in

47:48 green it was indeed 😁

Your guy humor is awesome

2 of the 3 states that cancelled projects: Indiana and Wisconsin along with the rust belt took the brunt of the negative effects and job loss from Offshoring, There are residents in those states who lived through that and saw what it did to family members, friends and neighbors. Consider your audience and read the room.

Gotta admit i liked the Crowder interview

Always enjoy the groups perspective even if I do not always agree. When it comes to electricity I am concerned about how it will affect my bill. I live near pittsburgh pa and at least 3 local power plants have been shut down and my electric cost has more than doubled. Build power plants and they will come. I have been in IT for 40 years and I love AI and how it has helped me personally.

Thanks you for the learning! I think Chamath is pointing to something that can make paternal capitalism great again.

Every 3 Boomers retiring/leaving work force will be replaced by 1 person …..btw almost a 1 million subscribers fella let’s go!

I used to love to go to fisherman's warf, that was when you could go there.

Action Angle 🇨🇴🇲

The KING YEA!

The opening is making me blush.