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PERSON DIRECTORY

David Friedberg

Host of All-In. David Friedberg appears in 119 indexed conversations across All-In. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.

119 EPISODES1 SHOW
2 episodes2 active
Language
All-InEN · 79 min

Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law

Chamath PalihapitiyaJason CalacanisDavid SacksDavid FriedbergGavin BakerBo HinesBill Hagerty

A Powell firing could damage Fed independence while refinancing $36 trillion of debt near the 5% 30-year yield pushes interest expense toward $2 trillion.GENIUS makes regulated dollar stablecoins payment infrastructure and a potential Treasury-demand catalyst, while CLARITY remains the next legislative milestone.

All-InEN · 97 min

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

Chamath PalihapitiyaJason CalacanisDavid SacksDavid FriedbergAntonio Gracias

Crypto’s policy path is stablecoin legislation followed by a FIT21-style market-structure bill, with Sacks citing alignment among all four relevant committee chairs and passage within several months as plausible.Google’s $75B 2025 capex plan looks like a utilization and ROIC test: a 20% return plus six-year amortization requires roughly $27B in incremental annual operating profit.A US sovereign wealth fund remains divided between strategic reinvestment and disciplined asset sales, while GLP-1 benefits and muscle and bone-density loss remain unresolved.