(0:00) Welcoming Cyan Banister and David Sacks!
(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more
(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla
(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage
(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation
(1:12:57) Space rescue, SpaceX vs China, lunar landing
Thanks to our partners for making this happen:
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Gemini: https://www.gemini.com/allin
iTrustCapital (use code allin): https://www.itrustcapital.com/allin
Follow Cyan:
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https://x.com/friedberg
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
Bessent interview: https://youtu.be/lSma9suyp24
Lutnick interview: https://youtu.be/182ckTL2KBA
https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html
https://x.com/Tim_Walz/status/1902197581586833643
https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161
https://x.com/elonmusk/status/1519735033950470144
https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7
https://x.com/thesamparr/status/1902385138308104685
https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223
https://www.cnbc.com/quotes/US10Y
https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html
https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship
https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791