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IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

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IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

All-In with Chamath, Jason, Sacks & Friedberg

2025/06/21
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

2025/06/21
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most like...

Highlights

In this episode, The Besties welcome Thomas Laffont and delve into the transformative impact of AI across various industries. The discussion covers economic challenges in Los Angeles, Meta's aggressive moves in AI, predictions about tech giants leading in artificial intelligence, Apple's struggles and potential solutions, and the evolving landscape of IPOs and M&A activities.
00:00
Congratulating David Friedberg on his fourth child and Olivia Landon on twins
09:07
A LA dentist used VO3 for a viral ad, increasing his practice's demand
18:23
Meta should acquire secrets from Scale AI, Nat Friedman, and Daniel Gross
29:22
Nvidia is picked as number one and Tesla as dark - horse number two to achieve AGI.
48:02
Apple has a good chance of winning in the ambient AI assistant field.
1:11:52
Anthropic contributed 70% of net new AR in the SaaS industry in Q1.
1:23:40
Quality of the business matters more than the listing method.
1:25:40
AI can boost productivity to handle an aging population
1:43:05
Stablecoin issuers must undergo quarterly real audits to ensure one-to-one backing with real dollars.

Chapters

The Besties welcome Thomas Laffont!
00:00
State of LA, Hollywood's decline, positivity around GDP growth and AI productivity
03:26
Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree
10:19
Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more
23:58
Why Apple is fumbling AI and how they can fix it?
42:41
IPOs and M&A heating up in 2025
57:02
State of liquidity: SPACs, Direct Listings, and more
1:16:18
Amazon's "kingmaker" position, job displacement
1:25:40
Sacks joins to discuss the GENIUS Act passing the Senate
1:37:47

Transcript

Jason Calacanis: All right, everybody, welcome back to the number one podcast in the world. I'm your host and executive producer for life. It's not right, Dave Friedberg, Jason Calacanis, Jason Calacanis. David Friedberg: Not at all what you are. Jason C...