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

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

2025/4/26
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
Andrew Ross Sorkin
美国知名金融记者和作家，担任《纽约时报》金融专栏作家和CNBC《早间交易》共同主播。
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Friedberg
美国企业家、商人和天使投资者，创立并领导了The Climate Corporation和The Production Board。
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。
S
Scott Besant
Topics
Chamath Palihapitiya: 我认为市场上涨并非因为存在某种政府干预机制（put），而是因为市场参与者认识到政府不会坐视经济崩溃。这与媒体的解读不同，他们更倾向于将市场反弹归功于贝森特。 David Sacks: 我认为特朗普政府的策略是通过强硬的开局来获得谈判筹码，最终达成协议。美国贸易逆差的实际情况已经发生变化，这为贸易谈判提供了新的杠杆。 David Friedberg: 我认为苹果将iPhone生产转移到印度是一个地缘政治上的明智之举，这反映了企业将安全放在首位，然后才是贸易的趋势。 Scott Besant: 我对中美贸易关系的看法，以及对中国加入WTO的评价。我认为目前的贸易体系存在不公平竞争，这损害了美国企业的利益。关税协议是否会影响美国的国际形象，以及公众对美国品牌的信任，这是一个值得关注的问题。

Deep Dive

Shownotes Transcript

(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 over Crimea

(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem

(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE

(1:18:35) Science Corner: China's Thorium Breakthrough

Follow Andrew:

https://x.com/andrewrsorkin)

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)

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https://www.instagram.com/theallinpod)

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https://www.tiktok.com/@theallinpod)

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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.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D)

https://x.com/nic__carter/status/1909066161464959070)

https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html)

https://x.com/TheTranscript_/status/1915116330534998440)

https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372)

https://truthsocial.com/@realDonaldTrump)

https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html)

https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev)

https://x.com/EconomyApp/status/1915501252420784499)

https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech)

https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025)

https://doge.gov/savings)

https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet)

https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty)

https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28)