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All-In
Industry veterans Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg cover economics, technology, politics, society, and poker.
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Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO
Chamath PalihapitiyaJason CalacanisDavid SacksDavid FriedbergJoe Lonsdale
The panel frames tariffs as a border lever, industrial-policy experiment, and attempt to rebase dollar dependence, with predictable rates favoring commodities and sectors that have domestic substitutes.CoreWeave shows the other side of the AI infrastructure trade: $1.9 billion of 2024 revenue and 250,000 Nvidia GPUs alongside almost $8 billion of debt, nearly $1 billion of losses, and roughly 60% Microsoft concentration.