The All-In Podcast
🚨classic episode alert: the besties are BACK!🚨
-- bond market chaos
-- GOP abandons DOGE as the house passes the "big, beautiful bill"
-- google's big week: disrupting search with ai and diversifying revenue away from ads
-- openai acquires jony ive's startup for $6.5b
-- sacks breaks down ai diplomacy in the middle east
-- science corner: CRISPR therapy milestone
-- is energy production the solution to america's fiscal problems?
(0:00) today's topics and bestie intros!
(2:49) bond market chaos, gop abandons doge, trump's big, beautiful bill passes the house
(38:15) google's big week: ai in search, roadmap to diversifying revenue
(46:49) openai acquires jony ive's design startup for $6.5b
(57:09) ai diplomacy: sacks breaks down his trip to the middle east and the datacenter deals
(1:15:25) science corner: crispr breakthrough!
(1:23:02) how increased energy production could solve america's fiscal problems
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🚨classic episode alert: the besties are BACK!🚨
-- bond market chaos
-- GOP abandons DOGE as the house passes the "big, beautiful bill"
-- google's big week: disrupting search with ai and diversifying revenue away from ads
-- openai acquires jony ive's startup for $6.5b
-- sacks breaks down ai diplomacy in the middle east
-- science corner: CRISPR therapy milestone
-- is energy production the solution to america's fiscal problems?
(0:00) today's topics and bestie intros!
(2:49) bond market chaos, gop abandons doge, trump's big, beautiful bill passes the house
(38:15) google's big week: ai in search, roadmap to diversifying revenue
(46:49) openai acquires jony ive's design startup for $6.5b
(57:09) ai diplomacy: sacks breaks down his trip to the middle east and the datacenter deals
(1:15:25) science corner: crispr breakthrough!
(1:23:02) how increased energy production could solve america's fiscal problems
tweet
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Offshore
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Investing visuals
Some major earnings next week! Notable names:
• Tuesday: $OKTA
• Wednesday: $NVDA, $CRM, $VEEV, $S
• Thursday: $COST, $ZS https://t.co/DMOLbWNlYo
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Some major earnings next week! Notable names:
• Tuesday: $OKTA
• Wednesday: $NVDA, $CRM, $VEEV, $S
• Thursday: $COST, $ZS https://t.co/DMOLbWNlYo
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Offshore
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App Economy Insights
📊 This Week in Visuals
✅ Intuit $INTU
🔒 Palo Alto $PANW
👔 Workday $WDAY
🏗️ Autodesk $ADSK
❄️ Snowflake $SNOW
🎯 Target $TGT
🖥️ Zoom $ZM and more!
https://t.co/KVJBKan8Yj
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📊 This Week in Visuals
✅ Intuit $INTU
🔒 Palo Alto $PANW
👔 Workday $WDAY
🏗️ Autodesk $ADSK
❄️ Snowflake $SNOW
🎯 Target $TGT
🖥️ Zoom $ZM and more!
https://t.co/KVJBKan8Yj
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Offshore
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App Economy Insights
What are you watching this week?
• Tuesday: $PDD $OKTA
• Wednesday: $NVDA $CRM $AI $VEEV $S $SNPS
• Thursday: $MRVL $COST $DELL $ESTC $ZS $BBY
All visualized in our PRO coverage on Saturday. https://t.co/RfgyBnLTc5
tweet
What are you watching this week?
• Tuesday: $PDD $OKTA
• Wednesday: $NVDA $CRM $AI $VEEV $S $SNPS
• Thursday: $MRVL $COST $DELL $ESTC $ZS $BBY
All visualized in our PRO coverage on Saturday. https://t.co/RfgyBnLTc5
tweet
Offshore
Photo
App Economy Insights
What are you watching this week?
• Tuesday: $PDD $OKTA
• Wednesday: $NVDA $CRM $AI $VEEV $S $SNPS
• Thursday: $MRVL $COST $ESTC $ZS $BBY
All visualized in our PRO coverage on Saturday. https://t.co/3HqEd3UcSr
tweet
What are you watching this week?
• Tuesday: $PDD $OKTA
• Wednesday: $NVDA $CRM $AI $VEEV $S $SNPS
• Thursday: $MRVL $COST $ESTC $ZS $BBY
All visualized in our PRO coverage on Saturday. https://t.co/3HqEd3UcSr
tweet
Offshore
Photo
Wall St Engine
UPCOMING KEY EVENTS – WEEK OF MAY 25, 2025
Mon: U.S. Markets are Closed
Tues: $PDD, $AZO, $OKTA
Wed: FOMC Minutes + $M, $DKS, $NVDA, $CRM, $ELF
Thu: $BBY, $RY, $FL, $COST, $MRVL, $ZS, $ULTA https://t.co/DpknJp1ymH
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UPCOMING KEY EVENTS – WEEK OF MAY 25, 2025
Mon: U.S. Markets are Closed
Tues: $PDD, $AZO, $OKTA
Wed: FOMC Minutes + $M, $DKS, $NVDA, $CRM, $ELF
Thu: $BBY, $RY, $FL, $COST, $MRVL, $ZS, $ULTA https://t.co/DpknJp1ymH
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Offshore
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Wall St Engine
Elon Musk says he's back to spending 24/7 at work, sleeping in conference rooms, server rooms, and factories. Says he has to stay super focused on X, xAI, and $TSLA — plus there's a Starship launch next week. https://t.co/xj9RiQxM21
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Elon Musk says he's back to spending 24/7 at work, sleeping in conference rooms, server rooms, and factories. Says he has to stay super focused on X, xAI, and $TSLA — plus there's a Starship launch next week. https://t.co/xj9RiQxM21
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Wall St Engine
BofA: Nvidia's NVLink still leads AI interconnects, with 1.8TB/s vs. UALink’s 800GB/s. UALink, backed by $AMD/Broadcom, might trail NVLink by 1-2 generations but may help rivals challenge $NVDA by 2027. NVLink Fusion also opens a $12B TAM by letting select partners (ex-AMD) access NVLink for custom chips.
For AMD, UALink fills a key gap, rounding out its full AI rack stack: MI series chips, ROCm software, ZT Systems hardware, Ultra Ethernet, and now intra-rack networking via UALink — with deployments expected to begin with MI400 systems in late 2026.
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BofA: Nvidia's NVLink still leads AI interconnects, with 1.8TB/s vs. UALink’s 800GB/s. UALink, backed by $AMD/Broadcom, might trail NVLink by 1-2 generations but may help rivals challenge $NVDA by 2027. NVLink Fusion also opens a $12B TAM by letting select partners (ex-AMD) access NVLink for custom chips.
For AMD, UALink fills a key gap, rounding out its full AI rack stack: MI series chips, ROCm software, ZT Systems hardware, Ultra Ethernet, and now intra-rack networking via UALink — with deployments expected to begin with MI400 systems in late 2026.
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Offshore
Video
The All-In Podcast
🚨David Friedberg: "If I saw us adding a terawatt of electricity production capacity per year, I would shut the f**k up about the debt."
@friedberg on E229:
"The critical linchpin for all of those other points of abundance being unleashed is the energy equation, and this is where I look very clearly and plainly at what China's doing versus where we're at today."
"We've got stated intentions, but the actions are where we're still... you know, we gotta start showing up."
"So the number of watts that the US can make at any given point in time is one terawatt, one trillion watts."
"Meanwhile, right now China is making three terawatts and they're scaling up to make eight."
"We are at one, going to two over the next 15 years."
@DavidSacks:
"Let's assume that we have enough power."
Friedberg:
"If we have enough power, the $38T of debt doesn't matter."
Sacks:
"That's a pretty important conclusion because if that's true and we can grow our way out of this problem, then that is an alternative to having this austerity approach."
tweet
🚨David Friedberg: "If I saw us adding a terawatt of electricity production capacity per year, I would shut the f**k up about the debt."
@friedberg on E229:
"The critical linchpin for all of those other points of abundance being unleashed is the energy equation, and this is where I look very clearly and plainly at what China's doing versus where we're at today."
"We've got stated intentions, but the actions are where we're still... you know, we gotta start showing up."
"So the number of watts that the US can make at any given point in time is one terawatt, one trillion watts."
"Meanwhile, right now China is making three terawatts and they're scaling up to make eight."
"We are at one, going to two over the next 15 years."
@DavidSacks:
"Let's assume that we have enough power."
Friedberg:
"If we have enough power, the $38T of debt doesn't matter."
Sacks:
"That's a pretty important conclusion because if that's true and we can grow our way out of this problem, then that is an alternative to having this austerity approach."
tweet