Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

<p>(0:00) The Besties intro Andrew Ross Sorkin</p> <p>(2:04) Market bump: Trump rally or a Bessent put?</p> <p>(18:04) Are tariffs damaging the American "brand"? Apple's investment in India</p> <p>(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea</p> <p>(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem</p> <p>(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE</p> <p>(1:18:35) Science Corner: China's Thorium Breakthrough</p> <p>Follow Andrew:</p> <p><a href= "https://x.com/andrewrsorkin">https://x.com/andrewrsorkin</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.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D"> https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D</a></p> <p><a href= "https://x.com/nic__carter/status/1909066161464959070">https://x.com/nic__carter/status/1909066161464959070</a></p> <p><a href= "https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html"> https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html</a></p> <p><a href= "https://x.com/TheTranscript_/status/1915116330534998440">https://x.com/TheTranscript_/status/1915116330534998440</a></p> <p><a href= "https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372">https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372</a></p> <p><a href= "https://truthsocial.com/@realDonaldTrump">https://truthsocial.com/@realDonaldTrump</a></p> <p><a href= "https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html"> https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html</a></p> <p><a href= "https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev"> https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev</a></p> <p><a href= "https://x.com/EconomyApp/status/1915501252420784499">https://x.com/EconomyApp/status/1915501252420784499</a></p> <p><a href= "https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech"> https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech</a></p> <p><a href= "https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025"> https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025</a></p> <p><a href= "https://doge.gov/savings">https://doge.gov/savings</a></p> <p><a href= "https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet"> https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet</a></p> <p><a href= "https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty"> https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty</a></p> <p><a href= "https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28"> https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28</a></p>