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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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They're Opening the Stock Market to Everyone. Here's What That Actually Means
Jason CalacanisChamath PalihapitiyaPaul AtkinsMichael Selig
SEC Chair Atkins wants to restore the IPO as a financing round through material-disclosure reform, less litigation, and review of quarterly reporting and accreditation rules.CFTC Chair Selig is replacing regulation by enforcement with purpose-fit frameworks for crypto, prediction markets, AI, and blockchain, while agencies pursue coordinated oversight.Tokenization could enable T+0 settlement and broader onshore innovation, but autonomous trading, manipulation, leverage, and gambling-related harms remain unresolved monitoring risks.
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.