White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

<p>(0:00) Welcoming Cyan Banister and David Sacks!</p> <p>(3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more</p> <p>(33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla</p> <p>(49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage</p> <p>(1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation</p> <p>(1:12:57) Space rescue, SpaceX vs China, lunar landing</p> <p>Thanks to our partners for making this happen:</p> <p>Hims: https://www.hims.com | <a href= "https://www.forhers.com">https://www.forhers.com</a></p> <p>Gemini: <a href= "https://www.gemini.com/allin">https://www.gemini.com/allin</a></p> <p>iTrustCapital (use code allin): <a href= "https://www.itrustcapital.com/allin">https://www.itrustcapital.com/allin</a></p> <p>Follow Cyan:</p> <p><a href="https://x.com/cyantist">https://x.com/cyantist</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>Bessent interview: <a href= "https://youtu.be/lSma9suyp24">https://youtu.be/lSma9suyp24</a></p> <p>Lutnick interview: <a href= "https://youtu.be/182ckTL2KBA">https://youtu.be/182ckTL2KBA</a></p> <p><a href= "https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html"> https://www.cnbc.com/2025/03/18/google-to-acquire-cloud-security-startup-wiz-for-32-billion.html</a></p> <p><a href= "https://x.com/Tim_Walz/status/1902197581586833643">https://x.com/Tim_Walz/status/1902197581586833643</a></p> <p><a href= "https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161"> https://www.nbcnews.com/politics/politics-news/democratic-party-hits-new-polling-lowvoters-want-fight-trump-harder-rcna196161</a></p> <p><a href= "https://x.com/elonmusk/status/1519735033950470144">https://x.com/elonmusk/status/1519735033950470144</a></p> <p><a href= "https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7">https://www.ft.com/content/e6f516e8-2262-44d2-a030-7071b62b0be7</a></p> <p><a href= "https://x.com/thesamparr/status/1902385138308104685">https://x.com/thesamparr/status/1902385138308104685</a></p> <p><a href= "https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223"> https://www.wsj.com/economy/central-banking/interest-rates-decision-federal-reserve-ed172223</a></p> <p><a href= "https://www.cnbc.com/quotes/US10Y">https://www.cnbc.com/quotes/US10Y</a></p> <p><a href= "https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html"> https://www.nytimes.com/2025/03/10/technology/eric-schmidt-relativity-space.html</a></p> <p><a href= "https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship"> https://arstechnica.com/space/2024/11/chinas-long-term-lunar-plans-now-depend-on-developing-its-own-starship</a></p> <p><a href= "https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791"> https://www.nbcnews.com/politics/elections/steve-kornacki-white-men-white-women-gap-gender-gap-rcna196791</a></p>