All-In with Chamath, Jason, Sacks & Friedberg

Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

All-In Podcast, LLC 1h 16m 7 months ago

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

0:00 –:––

Website

Show Notes

Tap timecodes to jump

() Bestie intros! Dreamforce and another interesting conference take the Bay Area

() State of crime in SF, do they need the National Guard?

() US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry?

() State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history

() AI PR crisis: Recent datacenters get denied

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

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:

https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html

https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3

https://x.com/the_jefferymead/status/1978130345200427334

https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php

https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research

https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961

https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e

https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html

https://truthsocial.com/@realDonaldTrump/posts/115351840469973590

https://truthsocial.com/@realDonaldTrump/posts/115350455734003647

https://mpmaterials.com/mountain-pass

https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/

https://chinapower.csis.org/tracker/china-gdp

https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15

https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan

https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124

https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf

https://nationalinterest.org/feature/can-china-rise-peacefully-10204

https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth

https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/

https://www.amazon.com/End-History-Last-Man/dp/0743284550

https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978

https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884

https://x.com/balajis/status/1937517664907460980

https://x.com/chamath/status/1978584886329082098

https://www.datacenterwatch.org/report

https://x.com/chamath/status/1977794775148601541

This episode is not processed yet. Sign in to queue the transcript and make it useful for search and Q&A.

Free to start

Skim the episode first,
then decide if it is worth listening.

Start free

Google sign-in · No credit card · 10 free transcript credits

Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis

Skim the episode first,then decide if it is worth listening.

Skim the episode first,
then decide if it is worth listening.