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cover of episode DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

DOGE vs USAID, Crypto Framework, Google's $75B AI Spend, US Sovereign Wealth Fund, GLP-1s

2025/2/7
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript
People
A
Antonio Gracias
C
Chamath
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
F
Friedberg
J
Jason
参与Triple Click播客,讨论RPG游戏党员设定。
Topics
Jason: 我介绍了美国国际开发署(USAID)的背景,包括其成立目的、年度预算、员工人数以及在全球范围内的项目。我指出,在拜登政府领导下,USAID 的预算大幅增加,并发现了一些可疑的支出项目,例如资助越南的电动汽车充电站、危地马拉的变性手术以及爱尔兰的 DEI 音乐剧。我认为,这些支出引发了人们对资金使用方式的质疑,并强调了 Doge 部门正在进行的审查的重要性。 Antonio Gracias: 我认为Doge部门的行动与之前对Twitter的收购有相似之处。在Twitter的案例中,我们发现公司存在严重的浪费和管理不善问题,包括不必要的开支和对“觉醒思想病毒”的传播。通过采取零基预算和停止不必要的支出,我们成功地扭转了公司的局面。我认为Doge部门正在对美国政府进行类似的改革,旨在消除浪费、欺诈和滥用行为,并确保政府资金得到更有效的使用。我担心的是,美国的官僚机构正在走向盗贼统治,因此Dog部门的行动至关重要。 Chamath: 我认为Doge部门的行动并非史无前例,历史上曾有过类似的尝试,例如1941年的杜鲁门委员会和克林顿总统领导下的“重塑政府国家伙伴关系”。我认为,Doge部门的关键在于其只读审计的特性,这使得它能够公开透明地呈现数据,而不会受到操纵。我特别关注媒体与政府之间的关系,以及媒体是否受到了来自政府的资金影响,从而导致其未能客观地报道事实。我认为,我们需要对媒体的独立性进行更深入的调查。 David Sacks: 我认为美国政府存在严重的浪费和资金滥用问题,这些问题导致了巨额的财政赤字和债务。我认为,这些资金被用于资助各种左翼组织和媒体,从而影响了舆论和政治。我认为,Doge部门的行动是对这些问题的必要回应,旨在揭露真相并促使政府进行改革。我认为,我们需要对资金的流向进行更严格的审查,并确保政府资金得到更有效的使用。 Friedberg: 我认为Doge部门正在做的是零基预算,这是一种对所有政府支出进行彻底审查的方法。我认为,我们需要对政府的本质角色进行辩论,并质疑政府是否应该提供人道主义援助、安全保障和贷款等服务。我认为,通过对所有支出进行审查,我们可以更好地理解政府的本质角色,并确保政府资金得到更有效的使用。 Jay Kal: 我认为西方应该团结一致行动,美国应该发挥领导作用。我认为,我们应该努力减少世界上的苦难,但我们不应该单方面行动,也不应该试图操纵政府。我认为,USAID 应该关注最需要帮助的人,而不是将资金用于个人项目或政治目的。我认为,我们需要对人权问题进行更客观的评估,并确保我们的援助资金真正能够帮助到那些需要帮助的人。

Deep Dive

Shownotes Transcript

(0:00) The Besties intro Antonio Gracias!

(3:11) DOGE takes on USAID

(31:44) Sacks breaks in to talk USAID

(34:00) Sacks explains what he's working on: Crypto/AI Frameworks

(46:41) The Democratic Party's shrinking base

(52:33) US Sovereign Wealth Fund + Breaking DOGE/Tax News

(1:09:07) Google to spend $75B on AI buildout in 2025, future of work in the age of AI

(1:23:21) Science Corner: GLP-1 macro study

Follow Antonio:

https://x.com/AntonioGracias)

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://en.wikipedia.org/wiki/United_States_Agency_for_International_Development)

https://www.wsj.com/opinion/usaid-donald-trump-elon-musk-marco-rubio-state-department-foreign-aid-8d2a1920)

https://www.usa.gov/agencies/u-s-agency-for-international-development)

https://www.usaspending.gov/agency/agency-for-international-development?fy=2024)

https://www.whitehouse.gov/fact-sheets/2025/02/at-usaid-waste-and-abuse-runs-deep)

https://www.wsj.com/finance/banks-sell-5-5-billion-of-x-loans-after-investor-interest-surges-4b84f89c)

https://www.usaspending.gov)

https://www.foxnews.com/media/ex-politico-reporters-reveal-editors-quashed-slow-walked-negative-biden-stories-with-no-explanation)

https://www.usaspending.gov/recipient/fa0cefae-7cfb-881d-29c3-1bd39cc6a49e-C/2024)

https://www.bbc.co.uk/mediaaction/about/funding)

https://www.whitehouse.gov/presidential-actions/2025/01/reevaluating-and-realigning-united-states-foreign-aid)

https://x.com/susancrabtree/status/1884034727046226317)

https://x.com/elonmusk/status/1886627783138316442)

https://www.nbcnews.com/politics/national-security/usaid-security-leaders-removed-refusing-elon-musks-doge-employees-accercna190357)

https://x.com/Jason/status/1885082871074886110)

https://x.com/anc_aesthetics/status/1886176995433763188)

https://x.com/wikileaks/status/1887501752213409919)

https://x.com/pm_viktororban/status/1887224829352280505)

https://x.com/daily_romania/status/1887883017550430435)

https://x.com/kanekoathegreat/status/1887261736618893636)

https://www.whitehouse.gov/presidential-actions/2025/01/strengthening-american-leadership-in-digital-financial-technology)

https://x.com/davidsacks47/status/1886878016183394403)

https://www.banking.senate.gov/newsroom/majority/scott-hagerty-lummis-gillibrand-introduce-legislation-to-establish-a-stablecoin-regulatory-framework)

https://www.washingtonpost.com/opinions/2025/02/02/rahm-emanuel-democrats-voters-kitchen-table)

https://www.whitehouse.gov/presidential-actions/2025/02/a-plan-for-establishing-a-united-states-sovereign-wealth-fund)

https://www.americanprogress.org/article/scott-bessents-3-percent-deficit-target-would-require-massive-cuts-to-anti-poverty-programs-and-middle-class-tax-increases)

https://abcnews.go.com/US/judge-weigh-block-doge-accessing-treasury-department-records/story?id=118498817)

https://en.wikipedia.org/wiki/United_States_DOGE_Service)

https://x.com/libsoftiktok/status/1887585824218509380)

https://fedscoop.com/wp-content/uploads/sites/5/2025/02/show_temp.pdf)

https://www.cnbc.com/2025/02/05/alphabet-shares-fall-7percent-on-revenue-miss-heightened-ai-investments.html)

https://abc.xyz/assets/a3/91/6d1950c148fa84c7d699abe05284/2024q4-alphabet-earnings-release.pdf)

https://x.com/SawyerMerritt/status/1886899315735507255)

https://www.nature.com/articles/s41591-024-03412-w)