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

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

All-In with Chamath, Jason, Sacks & Friedberg

2025/05/02
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

2025/05/02
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its tarif...

Highlights

In this episode, the hosts discuss global trade disruptions and tariffs with guests Aaron Levie from Box and Ryan Petersen from Flexport. They analyze Trump's first 100 days in office, focusing on economic policies and border control achievements. The conversation also delves into Amazon's tariff pricing feature and national security issues related to supply chains.
02:22
Leftists embracing Milton Friedman's free-market values
06:22
Create a new, younger, hipper Trump-aligned private club in D.C.
19:22
Trump inherited a weak economy and made cuts in government spending.
33:13
High, persistent tariffs could lead to a trade cliff and many small-business bankruptcies.
56:43
Market performance positively impacted by Trump's trade policies since April 2nd.
1:21:38
Exponential AI compute growth may lead to a million-fold increase by 2029.

Chapters

The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!
00:00
Is Sacks back?
04:05
Reflecting on Trump's first 100 days
08:16
Global trade disruption, how businesses are dealing with tariffs
28:13
Amazon flip-flops on its tariff pricing feature, national security issues
49:11
AI agents, 1,000,000X'ing AI, and more
1:04:10

Transcript

Jason Calacanis: I got to wrap, guys. I got to catch a flight to Miami. Let me do a closing here. If you want to keep going. You're welcome to three, two. David Friedberg: Bro, the plane just waves. Just text the pilot and just tell them you're. Jason Ca...