- (0:00) Bestie intros!
- (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
- (21:00) 2026 IPO explosion, OpenAI down round?
- (36:33) Iran War costs, fertilizer crisis, downstream impacts
- (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran
- (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
bloomberg.com/news/articles/2026-04-0...
youtube.com/watch?v=Tf_UjBMIzNo
courts.delaware.gov/supreme/oralargum...
polymarket.com/event/ipos-before-2027
bloomberg.com/news/articles/2026-04-0...
polymarket.com/event/us-x-iran-ceasef...
polymarket.com/event/us-forces-enter-...
tradingeconomics.com/commodity/urea
natesilver.net/p/trump-approval-ratin...
Raw Description
<p>(0:00) Bestie intros!</p> <p>(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier</p> <p>(21:00) 2026 IPO explosion, OpenAI down round?</p> <p>(36:33) Iran War costs, fertilizer crisis, downstream impacts</p> <p>(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran</p> <p>(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react</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.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals"> https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals</a></p> <p><a href= "https://companiesmarketcap.com">https://companiesmarketcap.com</a></p> <p><a href= "https://www.youtube.com/watch?v=Tf_UjBMIzNo">https://www.youtube.com/watch?v=Tf_UjBMIzNo</a></p> <p><a href= "https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549"> https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549</a></p> <p><a href= "https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot"> https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot</a></p> <p><a href= "https://x.com/DrewPavlou/status/2038967293343096896">https://x.com/DrewPavlou/status/2038967293343096896</a></p> <p><a href= "https://polymarket.com/event/us-x-iran-ceasefire-by">https://polymarket.com/event/us-x-iran-ceasefire-by</a></p> <p><a href= "https://polymarket.com/event/us-forces-enter-iran-by">https://polymarket.com/event/us-forces-enter-iran-by</a></p> <p><a href= "https://tradingeconomics.com/commodity/urea">https://tradingeconomics.com/commodity/urea</a></p> <p><a href= "https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin"> https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin</a></p> <p><a href= "https://polymarket.com/event/march-inflation-us-annual-higher-brackets"> https://polymarket.com/event/march-inflation-us-annual-higher-brackets</a></p> <p><a href= "https://www.instagram.com/reels/DWhj1SrjvTU">https://www.instagram.com/reels/DWhj1SrjvTU</a></p> <p><a href= "https://www.youtube.com/@ElishaLong">https://www.youtube.com/@ElishaLong</a></p>
Chapters (1/6)
Show Notes
- (0:00) Bestie intros!
- (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier
- (21:00) 2026 IPO explosion, OpenAI down round?
- (36:33) Iran War costs, fertilizer crisis, downstream impacts
- (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran
- (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
bloomberg.com/news/articles/2026-04-0...
youtube.com/watch?v=Tf_UjBMIzNo
courts.delaware.gov/supreme/oralargum...
polymarket.com/event/ipos-before-2027
bloomberg.com/news/articles/2026-04-0...
polymarket.com/event/us-x-iran-ceasef...
polymarket.com/event/us-forces-enter-...
tradingeconomics.com/commodity/urea
natesilver.net/p/trump-approval-ratin...
Raw Description
<p>(0:00) Bestie intros!</p> <p>(0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier</p> <p>(21:00) 2026 IPO explosion, OpenAI down round?</p> <p>(36:33) Iran War costs, fertilizer crisis, downstream impacts</p> <p>(49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran</p> <p>(1:04:18) Quantum Bitcoin hack possibilities, how crypto should react</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.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals"> https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals</a></p> <p><a href= "https://companiesmarketcap.com">https://companiesmarketcap.com</a></p> <p><a href= "https://www.youtube.com/watch?v=Tf_UjBMIzNo">https://www.youtube.com/watch?v=Tf_UjBMIzNo</a></p> <p><a href= "https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549"> https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549</a></p> <p><a href= "https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot"> https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot</a></p> <p><a href= "https://x.com/DrewPavlou/status/2038967293343096896">https://x.com/DrewPavlou/status/2038967293343096896</a></p> <p><a href= "https://polymarket.com/event/us-x-iran-ceasefire-by">https://polymarket.com/event/us-x-iran-ceasefire-by</a></p> <p><a href= "https://polymarket.com/event/us-forces-enter-iran-by">https://polymarket.com/event/us-forces-enter-iran-by</a></p> <p><a href= "https://tradingeconomics.com/commodity/urea">https://tradingeconomics.com/commodity/urea</a></p> <p><a href= "https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin"> https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin</a></p> <p><a href= "https://polymarket.com/event/march-inflation-us-annual-higher-brackets"> https://polymarket.com/event/march-inflation-us-annual-higher-brackets</a></p> <p><a href= "https://www.instagram.com/reels/DWhj1SrjvTU">https://www.instagram.com/reels/DWhj1SrjvTU</a></p> <p><a href= "https://www.youtube.com/@ElishaLong">https://www.youtube.com/@ElishaLong</a></p>