Bond Crisis Looming? GOP Abandons DOGE, Google Disrupts Search with AI, OpenAI Buys Jony Ive's IO

<p>(0:00) Today's topics and bestie intros!</p> <p>(2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House</p> <p>(38:15) Google's big week: AI in search, roadmap to diversifying revenue</p> <p>(46:49) OpenAI acquires Jony Ive's design startup for $6.5B</p> <p>(57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals</p> <p>(1:15:25) Science Corner: CRISPR breakthrough!</p> <p>(1:23:02) How increased energy production could solve America's fiscal problems</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://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889"> https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889</a></p> <p><a href= "https://www.cnbc.com/quotes/US10Y">https://www.cnbc.com/quotes/US10Y</a></p> <p><a href= "https://x.com/KobeissiLetter/status/1925253934794342405">https://x.com/KobeissiLetter/status/1925253934794342405</a></p> <p><a href= "https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D"> https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D</a></p> <p><a href= "https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/"> https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/</a></p> <p><a href= "https://x.com/JessicaBRiedl/status/1925257429408756087">https://x.com/JessicaBRiedl/status/1925257429408756087</a></p> <p><a href= "https://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a></p> <p><a href= "https://www.google.com/finance/quote/GCW00:COMEX">https://www.google.com/finance/quote/GCW00:COMEX</a></p> <p><a href= "https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493"> https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493</a></p> <p><a href= "https://x.com/chamath/status/1925568992959492156">https://x.com/chamath/status/1925568992959492156</a></p> <p><a href= "https://x.com/chamath/status/1925590496103342114">https://x.com/chamath/status/1925590496103342114</a></p> <p><a href= "https://www.google.com/finance/quote/GOOG:NASDAQ">https://www.google.com/finance/quote/GOOG:NASDAQ</a></p> <p><a href= "https://blog.google/products/google-one/google-ai-ultra">https://blog.google/products/google-one/google-ai-ultra</a></p> <p><a href= "https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005"> https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005</a></p> <p><a href= "https://x.com/BenGeskin/status/1925579528933372198">https://x.com/BenGeskin/status/1925579528933372198</a></p> <p><a href= "https://x.com/DavidSacks/status/1924817118370951238">https://x.com/DavidSacks/status/1924817118370951238</a></p> <p><a href= "https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure"> https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure</a></p>