Recommended Watch: Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery
(youtube.com)
(0:00) The Besties intro Andrew Ross Sorkin
(2:04) Market bump: Trump rally or a Bessent put?
(18:04) Are tariffs damaging the American "brand"? Apple's investment in India
(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea
(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem
(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE
(1:18:35) Science Corner: China's Thorium Breakthrough
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
/ theallinpod
Follow on TikTok:
/ theallinpod
Follow on LinkedIn:
/ allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/...
https://x.com/nic__carter/status/1909...
https://www.nytimes.com/2025/04/16/bu...
https://x.com/TheTranscript_/status/1...
https://www.ft.com/content/c2be45b8-c...
https://truthsocial.com/@realDonaldTrump
https://www.nytimes.com/2025/04/22/wo...
https://www.forbes.com/sites/kenrapoz...
https://x.com/EconomyApp/status/19155...
https://www.artificialintelligence-ne...
https://polymarket.com/event/how-much...
https://doge.gov/savings
https://www.scmp.com/news/china/scien...
https://www.spglobal.com/commodityins...
https://www.reuters.com/world/china/i...
#allin #tech #news
(2:04) Market bump: Trump rally or a Bessent put?
(18:04) Are tariffs damaging the American "brand"? Apple's investment in India
(38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea
(50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem
(1:05:40) Tesla jumps on Elon's return, pulling back from DOGE
(1:18:35) Science Corner: China's Thorium Breakthrough
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
/ theallinpod Follow on TikTok:
/ theallinpod Follow on LinkedIn:
/ allinpod Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.google.com/finance/quote/...
https://x.com/nic__carter/status/1909...
https://www.nytimes.com/2025/04/16/bu...
https://x.com/TheTranscript_/status/1...
https://www.ft.com/content/c2be45b8-c...
https://truthsocial.com/@realDonaldTrump
https://www.nytimes.com/2025/04/22/wo...
https://www.forbes.com/sites/kenrapoz...
https://x.com/EconomyApp/status/19155...
https://www.artificialintelligence-ne...
https://polymarket.com/event/how-much...
https://doge.gov/savings
https://www.scmp.com/news/china/scien...
https://www.spglobal.com/commodityins...
https://www.reuters.com/world/china/i...
#allin #tech #news