E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

The All-In podcast episode features a discussion among Jason, Friedberg, Chamath, and Sacks, beginning with Friedberg's NASA Zoom interview with astronaut Woody Hoburg. The conversation shifts to a potential All-In tequila brand, debating pricing and quality, followed by Chamath's reflections on expressing success and high-quality products. The group then analyzes Nvidia's earnings and the future of AI compute, touching on competition, capacity, and potential overspending, drawing parallels to the dot-com era's fiber overinvestment. They discuss Arm's upcoming IPO, SoftBank's deleveraging, and the state of public and private markets, including M&A activity and the importance of profitability for startups. Finally, the hosts analyze the first GOP debate, highlighting winners and losers, Trump's influence, and the strategic positioning of candidates like Vivek Ramaswamy, while also debating the role of electability, principles, and experience in politics.