(0:00) David Friedberg introduces Adam Carolla!

(1:32) Palisades Fire one year out: the rebuilding crisis in LA

(7:39) Gyno-fascism and safety culture

(15:49) Media bias and gender dynamics

(28:51) DEI, Hollywood's transformation, socialism, "safe spaces and octagons"

(36:14) Is America living through the "Hard times make strong men" adage? Can two Americas coexist?

(51:23) Who should be California's next governor?

(58:04) Big Tech, AI, and the 2028 Election

When you need a partner trusted by millions, there's one platform for all business - PayPal Open.

Grow today at https://www.paypal.com/us/business.

Loans subject to approval and available locations.

Follow Adam:

https://x.com/adamcarolla

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

(0:00) California exodus, asset seizure tax, Besties to Austin?

(12:27) Biggest Political Winner

(17:45) Biggest Political Loser

(32:15) Biggest Business Winner

(40:51) Biggest Business Loser

(49:34) Biggest Business Deal

(56:15) Most Contrarian Belief

(1:03:05) Best Performing Asset

(1:08:02) Worst Performing Asset

(1:15:17) Most Anticipated Trend

(1:21:18) Most Anticipated Media

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://x.com/reidhoffman/status/2009015043258552670

https://www.nytimes.com/2026/01/09/technology/google-founders-california-wealth-tax.html

https://x.com/Daily_MailUS/status/2008903817341931618

https://fasterplease.substack.com/p/ai-and-the-radiologist-apocalypse

https://www.tipranks.com/news/atlanta-fed-doubles-q4-gdp-estimate-to-5-4-as-trade-deficit-plunges

https://www.wsj.com/business/autos/the-160-000-mechanic-job-that-ford-cant-fill-fe6fd121

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story

(2:24) Chamath intros Secretary Lutnick

(7:28) Full scope of the Commerce Department

(12:59) How Trump's tariff agenda was planned and executed, how it's going

(19:50) US-Japan trade deal, China's chaos-to-prowess strategy

(36:54) Why the India deal has not yet happened

(43:48) Pharma deals, lowering costs for Americans

(53:28) Focus on fraud, immigration, gold cards

(1:03:48) GDP: Could we see 5 or 6% growth in 2026?

(1:11:49) How the Trump Admin revamped the CHIPS Act, Nvidia deal

Follow Secretary Lutnick:

https://x.com/howardlutnick

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

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst)

(2:52) The pace of innovation and why VC's are buying hospitals

(9:30) CFOs vs CIOs and unlocking growth

(20:46) The job market and why graduates aren't getting hired

(27:33) Why education is broken

(40:03) Tech time capsule

Follow Hemant Taneja:

https://x.com/htaneja

Follow Bob Sternfels:

https://www.linkedin.com/in/bob-sternfels

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

(0:00) Intro!

(2:47) Tony Hinchcliffe roasts the Besties

(15:01) Interview: Kill Tony success, MSG rally, origin story, free speech in Europe

(36:03) The Besties play Kill Tony!

(50:14) The 2025 Bestie Awards: Business, Politics, Tech, and more

Thanks to our partners for making this happen!

IREN: https://iren.com

OKX: https://okx.com

Google Cloud: https://cloud.google.com

Follow Tony:

https://www.youtube.com/@killtony

https://x.com/TonyHinchcliffe

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

(0:00) Treasury Secretary Scott Bessent joins the show

(0:55) Recapping 2025 and the state of the economy

(3:13) Tariffs: Leverage, legal challenges, implementation

(15:20) Affordability: inflation, BLS data, interest rates

(23:00) The Fed: biggest mistakes, how we got a 15 year asset bubble, rate cycle, appetite for US debt, Fed Chair candidates

(42:44) Focus on Main Street, taking equity stakes in American companies

(50:40) Tax cuts, Trump accounts, economic legacy

Follow Secretary Bessent:

https://x.com/SecScottBessent

Referenced in the show:

https://www.international-economy.com/TIE_Sp25_Bessent.pdf

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

(0:00) Bestie intros!

(0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI

(17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests?

(32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not?

(51:44) Dog Corner!

(59:56) China's major AI breakthrough: lithography, impact on the AI race?

(1:19:43) Are the rest of the Besties moving to Texas?

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://x.com/SenSanders/status/2001057004370948131

https://x.com/RoKhanna/status/2001733168819319167

https://x.com/DavidSacks/status/2001726037848478000

https://x.com/DavidSacks/status/2001320789279203694

https://andymasley.substack.com/p/i-cant-find-any-instances-of-data

https://www.semafor.com/article/12/07/2025/ai-critics-funded-ai-coverage-at-top-newsrooms

https://connecticuthistory.org/ida-tarbell-the-woman-who-took-on-standard-oil/

https://x.com/DavidSacks/status/1987238502124409321

https://www.npr.org/2025/12/16/nx-s1-5645023/jobs-employment-labor-market

https://www.cnbc.com/2025/12/18/cpi-inflation-breakdown.html

https://fred.stlouisfed.org/series/CES9091000001

https://www.reuters.com/world/china/how-china-built-its-manhattan-project-rival-west-ai-chips-2025-12-17/

https://www.reuters.com/article/world/uk/trump-administration-pressed-dutch-hard-to-cancel-china-chip-equipment-sale-so-idUSKBN1Z50H4/

https://www.nature.com/articles/s41377-025-01923-w