The AI Cold War, Signalgate, CoreWeave IPO, Tariff Endgames, El Salvador Deportations

<p>(0:00) The Besties welcome Gavin Baker back on the show!</p> <p>(1:20) Nvidia balance sheet questions, CoreWeave IPO, M&A/IPO bounce back</p> <p>(16:22) US vs China in AI: Manus, China building its own Nvidia, and more</p> <p>(28:37) The Administration's endgame for tariffs</p> <p>(53:05) Signalgate: context and fallout</p> <p>(1:09:42) El Salvador deportations</p> <p>Follow Gavin:</p> <p><a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</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://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27"> https://www.reuters.com/technology/coreweave-planning-cut-us-ipo-size-price-below-range-source-says-2025-03-27</a></p> <p><a href= "https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25"> https://www.reuters.com/world/us/us-adds-dozens-entities-export-restriction-list-2025-03-25</a></p> <p><a href= "https://modelcontextprotocol.io/introduction">https://modelcontextprotocol.io/introduction</a></p> <p><a href= "https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo"> https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo</a></p> <p><a href= "https://www.youtube.com/watch?v=A8wJc7vHcTs">https://www.youtube.com/watch?v=A8wJc7vHcTs</a></p> <p><a href= "https://x.com/JohnArnoldFndtn/status/1905296181208416744">https://x.com/JohnArnoldFndtn/status/1905296181208416744</a></p> <p><a href= "https://x.com/chamath/status/1904547884877701610">https://x.com/chamath/status/1904547884877701610</a></p> <p><a href= "https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151"> https://www.theatlantic.com/politics/archive/2025/03/trump-administration-accidentally-texted-me-its-war-plans/682151</a></p> <p><a href= "https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua"> https://www.whitehouse.gov/presidential-actions/2025/03/invocation-of-the-alien-enemies-act-regarding-the-invasion-of-the-united-states-by-tren-de-aragua</a></p> <p><a href= "https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador"> https://www.statista.com/statistics/696152/homicide-rate-in-el-salvador</a></p> <p><a href= "https://x.com/Sec_Noem/status/1905034256826408982">https://x.com/Sec_Noem/status/1905034256826408982</a></p>