Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

<p>(0:00) Bestie intros</p> <p>(2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed</p> <p>(14:10) Clean energy subsidies phased out: What this means for energy production in the US</p> <p>(25:12) Elon/Trump; US fiscal picture post-BBB</p> <p>(43:26) US dollar down over 10% in 2025</p> <p>(53:51) Harvard's money problems: bleeding $1B/year in fight against Trump, potential investigation over bond offerings</p> <p>(1:09:13) Figma IPO, Grammarly acquires Superhuman, future of SaaS in the age of AI</p> <p>Get All-In Tequila:</p> <p><a href= "https://tequila.allin.com">https://tequila.allin.com</a></p> <p>Join us at All-In Summit:</p> <p><a href= "https://allin.com/summit">https://allin.com/summit</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://x.com/chamath/status/1939049133362319363">https://x.com/chamath/status/1939049133362319363</a></p> <p><a href= "https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH"> https://www.msn.com/en-in/news/world/jeff-bezos-needed-a-tequila-fix-venture-capitalist-chamath-palihapitiya-sent-a-plane-full-of-it-to-venice/ar-AA1HH5qH</a></p> <p><a href= "https://x.com/Jason/status/1940546432190369871">https://x.com/Jason/status/1940546432190369871</a></p> <p><a href= "https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981"> https://polymarket.com/event/reconciliation-bill-passed-by?tid=1751556469981</a></p> <p><a href= "https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01"> https://www.reuters.com/legal/government/us-senate-strikes-ai-regulation-ban-trump-megabill-2025-07-01</a></p> <p><a href= "https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/"> https://www.poynter.org/fact-checking/2025/ai-regulation-ban-one-big-beautiful-bill-trump-congress/</a></p> <p><a href= "https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech"> https://www.npr.org/2024/09/20/nx-s1-5119792/newsom-ai-bill-california-sb1047-tech</a></p> <p><a href= "https://x.com/chamath/status/1927373268828266795">https://x.com/chamath/status/1927373268828266795</a></p> <p><a href= "https://x.com/elonmusk/status/1939762942851027127">https://x.com/elonmusk/status/1939762942851027127</a></p> <p><a href= "https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02"> https://www.reuters.com/world/asia-pacific/trump-says-he-has-struck-trade-deal-with-vietnam-2025-07-02</a></p> <p><a href= "https://x.com/RayDalio/status/1940507002037240242">https://x.com/RayDalio/status/1940507002037240242</a></p> <p><a href= "https://x.com/balajis/status/1940094433699234181">https://x.com/balajis/status/1940094433699234181</a></p> <p><a href= "https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html"> https://www.nytimes.com/2025/06/30/business/dollar-decline-trump.html</a></p> <p><a href= "https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale">https://www.thecrimson.com/article/2025/4/8/april-2025-bond-sale</a></p> <p><a href= "https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8"> https://apnews.com/article/harvard-funding-trump-investigation-students-bca55ab4ec2d344dc6e01caa2af492d8</a></p> <p><a href= "https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders"> https://stefanik.house.gov/2025/6/stefanik-asks-sec-to-investigate-harvard-for-potentially-withholding-material-information-from-bondholders</a></p> <p><a href= "https://x.com/cremieuxrecueil/status/1937644999790985324">https://x.com/cremieuxrecueil/status/1937644999790985324</a></p> <p><a href= "https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f"> https://www.wsj.com/us-news/education/harvard-trump-funding-budget-cuts-1dc5bf2f</a></p> <p><a href= "https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman"> https://techcrunch.com/2025/07/01/grammarly-acquires-ai-email-client-superhuman</a></p> <p><a href= "https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01"> https://www.reuters.com/business/grammarly-acquires-email-startup-superhuman-ai-platform-push-2025-07-01</a></p> <p><a href= "https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm"> https://www.sec.gov/Archives/edgar/data/1579878/000162828025033742/figma-sx1.htm</a></p> <p><a href= "https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million"> https://www.wired.com/story/mark-zuckerberg-meta-offer-top-ai-talent-300-million</a></p> <p><a href= "https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025"> https://www.nba.com/news/shai-gilgeous-alexander-contract-extension-2025</a></p> <p><a href= "https://polymarket.com/event/fed-decision-in-september?tid=1751571922163"> https://polymarket.com/event/fed-decision-in-september?tid=1751571922163</a></p>