White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue
- Mar 21, 2025
- 1:30:43
- Full Episode
(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation (1:12:57) Space rescue, SpaceX vs China, lunar landing
Thanks to our partners for making this happen: Hims: https://www.hims.com | https://www.forhers.com Gemini: https://www.gemini.com/allin iTrustCapital (use code allin): https://www.itrustcapital.com/allin
Follow Cyan: https://x.com/cyantist
Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg
Jason runs Founder.University, a pre-accelerator for year zero startups apply today: https://www.founder.university
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: Bessent interview: https://youtu.be/lSma9suyp24 Lutnick interview: https://youtu.be/182ckTL2KBA https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html https://x.com/Tim_Walz/status/1902197581586833643 https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-low-voters-want-fight-trump-harder-rcna196161 https://x.com/elonmusk/status/1519735033950470144 https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7 https://x.com/thesamparr/status/1902385138308104685 https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223 https://www.cnbc.com/quotes/US10Y https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791
Brief Summary
Hosts share their White House visit experiences, discuss political insights, venture capital, and the implications of recent tech acquisitions.
Key points
- Intense White House Experience. The hosts describe their overwhelming emotions during their visit to the White House.
- A Trip of a Lifetime. The group shares their incredible experience at the White House, filled with excitement.
- Working for Purpose. The honor and excitement of working at the White House is highlighted.
- A Powerhouse in Leadership. Acknowledging the strength and capability of a key figure in the administration.
- Google's Major Acquisition. Google's acquisition of Whiz marks a significant moment in the tech industry.
- Democratic Party Division. Discussion on the split within the Democratic party and its implications.
Episode highlights
- Intense White House ExperienceThe hosts describe their overwhelming emotions during their visit to the White House.“It was so emotional for me at the end of the day.”7:20Mar 21, 2025
- A Trip of a LifetimeThe group shares their incredible experience at the White House, filled with excitement.“You can find your way into this historic space.”7:33Mar 21, 2025
- Working for PurposeThe honor and excitement of working at the White House is highlighted.“It's really an honor to work at the White House.”19:32Mar 21, 2025
- A Powerhouse in LeadershipAcknowledging the strength and capability of a key figure in the administration.“This guy is a Powerhouse.”24:25Mar 21, 2025
- Google's Major AcquisitionGoogle's acquisition of Whiz marks a significant moment in the tech industry.“This could be the starters pistol.”32:59Mar 21, 2025
- Democratic Party DivisionDiscussion on the split within the Democratic party and its implications.“The Democratic party has split into two parties: one with beliefs and one without.”42:51Mar 21, 2025
- Healthcare for AllA proposal for universal healthcare as a key issue for the Democratic party.“Rich people should pay their fair share of taxes and reform the tax code.”47:27Mar 21, 2025
- The Largest Exit in SecurityA discussion on the largest exit in the security space and its implications for venture capital.“I think this is the largest exit ever in the security space.”57:08Mar 21, 2025
