IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

<p>(0:00) The Besties welcome Thomas Laffont!</p> <p>(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity</p> <p>(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree</p> <p>(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more</p> <p>(42:41) Why Apple is fumbling AI and how they can fix it?</p> <p>(57:02) IPOs and M&A heating up in 2025</p> <p>(1:16:18) State of liquidity: SPACs, Direct Listings, and more</p> <p>(1:25:40) Amazon's "kingmaker" position, job displacement</p> <p>(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate</p> <p>(1:52:13) Animal trailer</p> <p>Follow Thomas Laffont:</p> <p><a href= "https://x.com/thomas_coatue">https://x.com/thomas_coatue</a></p> <p>Animal Trailer:</p> <p><a href= "https://www.youtube.com/watch?v=8NNW5r63oXU">https://www.youtube.com/watch?v=8NNW5r63oXU</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://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers"> https://techcrunch.com/2025/06/17/sam-altman-says-meta-tried-and-failed-to-poach-openais-talent-with-100m-offers</a></p> <p><a href= "https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html"> https://www.cnbc.com/2025/06/10/zuckerberg-makes-metas-biggest-bet-on-ai-14-billion-scale-ai-deal.html</a></p> <p><a href= "https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html">https://www.nytimes.com/2025/06/12/technology/meta-scale-ai.html</a></p> <p><a href= "https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution"> https://scale.com/blog/scale-ai-announces-next-phase-of-company-evolution</a></p> <p><a href= "https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18"> https://www.reuters.com/business/meta-talks-hire-former-github-ceo-nat-friedman-join-ai-efforts-information-2025-06-18</a></p> <p><a href= "https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5"> https://techcrunch.com/2012/09/11/mark-zuckerberg-our-biggest-mistake-with-mobile-was-betting-too-much-on-html5</a></p> <p><a href= "https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05"> https://www.reuters.com/technology/china-launch-new-40-bln-state-fund-boost-chip-industry-sources-say-2023-09-05</a></p> <p><a href= "https://x.com/JoannaStern/status/1933564098291048764">https://x.com/JoannaStern/status/1933564098291048764</a></p> <p><a href= "https://www.youtube.com/watch?v=wCEkK1YzqBo">https://www.youtube.com/watch?v=wCEkK1YzqBo</a></p> <p><a href= "https://x.com/chamath/status/1932157508698919320">https://x.com/chamath/status/1932157508698919320</a></p> <p><a href= "https://www.renaissancecapital.com/IPO-Center/Stats/Pricings">https://www.renaissancecapital.com/IPO-Center/Stats/Pricings</a></p> <p><a href= "https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai"> https://www.aboutamazon.com/news/company-news/amazon-ceo-andy-jassy-on-generative-ai</a></p> <p><a href= "https://x.com/chamath/status/1935369326321877153">https://x.com/chamath/status/1935369326321877153</a></p> <p><a href= "https://x.com/chamath/status/1935740807925100853">https://x.com/chamath/status/1935740807925100853</a></p> <p><a href= "https://www.google.com/finance/quote/COIN:NASDAQ">https://www.google.com/finance/quote/COIN:NASDAQ</a></p> <p><a href= "https://www.google.com/finance/quote/SPOT:NYSE">https://www.google.com/finance/quote/SPOT:NYSE</a></p> <p><a href= "https://x.com/ylecun/status/1935108028891861393">https://x.com/ylecun/status/1935108028891861393</a></p> <p><a href= "https://x.com/ben_j_todd/status/1934284189928501482">https://x.com/ben_j_todd/status/1934284189928501482</a></p> <p><a href= "https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0"> https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0</a></p> <p><a href= "https://companiesmarketcap.com/microsoft/revenue">https://companiesmarketcap.com/microsoft/revenue</a></p> <p><a href= "https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0"> https://apnews.com/article/election-2024-senate-ohio-brown-moreno-74c4b91e5866215d4201377fefcadad0</a></p> <p><a href= "https://www.youtube.com/watch?v=8NNW5r63oXU">https://www.youtube.com/watch?v=8NNW5r63oXU</a></p>