The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations
01:28:00 Share

(0:00) The Besties welcome Gavin Baker back on the show!

(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back

(16:22) US vs China in AI: Manus, China building its own Nvidia, and more

(28:37) The Administration's endgame for tariffs

(53:05) Signalgate: context and fallout

(1:09:42) El Salvador deportations

Follow Gavin:

https://x.com/GavinSBaker)

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://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27)

https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25)

https://modelcontextprotocol.io/introduction)

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo)

https://www.youtube.com/watch?v=A8wJc7vHcTs)

https://x.com/JohnArnoldFndtn/status/1905296181208416744)

https://x.com/chamath/status/1904547884877701610)

https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151)

https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua)

https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador)

https://x.com/Sec_Noem/status/1905034256826408982)