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Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

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Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

All-In with Chamath, Jason, Sacks & Friedberg

2025/04/26
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

2025/04/26
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(0:00) The Besties intro Andrew Ross Sorkin (2:04) Market bump: Trump rally or a Bessent put? (18:04) Are tariffs damaging the American "brand"? Apple's investment in India (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted o...

Highlights

In this episode, Andrew Ross Sorkin joins a panel of experts to explore current financial and geopolitical trends impacting global markets. The discussion delves into trade dynamics, technology advancements, and international relations, offering insights on how these factors influence economic stability and growth.
00:00
Jason Calacanis shares a photo with Ben Stiller at a Knicks game.
10:05
America's long-term advantage in trade negotiations due to changed cash flows.
29:33
Security should precede trade in U.S.-China relations.
49:08
Russia has lost hundreds of thousands of soldiers in eastern Ukraine.
56:15
Google's delay in promoting Gemini risks worsening usage problems.
1:17:23
Elon Musk remains against using LiDAR in autonomous vehicles
1:18:35
China's discovery of a million-ton thorium reserve in Inner Mongolia.

Chapters

The Besties intro Andrew Ross Sorkin
00:00
Market bump: Trump rally or a Bessent put?
02:04
Are tariffs damaging the American "brand"? Apple's investment in India
18:04
Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea
38:18
Alphabet earnings: Massive resiliency, Google's Gemini Problem
50:00
Tesla jumps on Elon's return, pulling back from DOGE
1:05:40
Science Corner: China's Thorium Breakthrough
1:18:35

Transcript

Chamath Palihapitiya: Okay, welcome back to the All In podcast. J. Cal is not here this week. He is off in Detroit at the Knicks game. Congrats to the Knicks. Here's a photo of our boy J. Cal, hanging out with, who's that, Ben Stiller? David Sacks: Man, w...