Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

The All-In podcast features Jason, Chamath, Sacks, and Gerstner discussing current events, including the Israel-Hamas ceasefire deal, the deployment of the National Guard in Chicago, and a massive GPU deal between AMD and OpenAI. They analyze Trump's role in the peace negotiations, debate the implications of National Guard deployment, and delve into the AI landscape, discussing NVIDIA's dominance, the importance of energy resources, and potential market corrections. The podcast also touches on gold's rally and Polymarket's new investment, with the hosts offering insights and opinions on market trends and the future of technology.

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All-In with Chamath, Jason, Sacks & Friedberg

Introduction to the Podcast and Discussion of Israel-Hamas Ceasefire Deal

Potential Regional Impact of the Peace Deal and Trump's "Moonshot Presidency"

National Guard Deployment in Chicago and the Debate Over Immigration Enforcement

Conflicting Data on National Guard Presence and Discussion on Trump's Approval Ratings

Debate on Deportation Tactics and Compassionate Immigration Policies

Discussion on Alternative Immigration Enforcement and AMD-OpenAI Deal

The AI Infrastructure Buildout and the Importance of Energy and Supply Chain Control

The AI Race and the Potential for New Applications

AI Total Addressable Market (TAM) and Round-Tripping Concerns

The Sustainability of the AI Boom and the Importance of Avoiding Excessive Regulation

Gold Rally and Central Bank Policies

Polymarket Investment and the Democratization of Markets

Podcast Wrap-up and Closing Remarks

Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally

All-In with Chamath, Jason, Sacks & Friedberg

00:00Introduction to the Podcast and Discussion of Israel-Hamas Ceasefire Deal

Introduction to the Podcast and Discussion of Israel-Hamas Ceasefire Deal

06:32Potential Regional Impact of the Peace Deal and Trump's "Moonshot Presidency"

Potential Regional Impact of the Peace Deal and Trump's "Moonshot Presidency"

12:42National Guard Deployment in Chicago and the Debate Over Immigration Enforcement

National Guard Deployment in Chicago and the Debate Over Immigration Enforcement

18:08Conflicting Data on National Guard Presence and Discussion on Trump's Approval Ratings

Conflicting Data on National Guard Presence and Discussion on Trump's Approval Ratings

29:32Debate on Deportation Tactics and Compassionate Immigration Policies

Debate on Deportation Tactics and Compassionate Immigration Policies

37:27Discussion on Alternative Immigration Enforcement and AMD-OpenAI Deal

Discussion on Alternative Immigration Enforcement and AMD-OpenAI Deal

47:52The AI Infrastructure Buildout and the Importance of Energy and Supply Chain Control

The AI Infrastructure Buildout and the Importance of Energy and Supply Chain Control

53:56The AI Race and the Potential for New Applications

The AI Race and the Potential for New Applications

1:04:59AI Total Addressable Market (TAM) and Round-Tripping Concerns

AI Total Addressable Market (TAM) and Round-Tripping Concerns

1:12:28The Sustainability of the AI Boom and the Importance of Avoiding Excessive Regulation

The Sustainability of the AI Boom and the Importance of Avoiding Excessive Regulation

1:14:47Gold Rally and Central Bank Policies

Gold Rally and Central Bank Policies

1:20:06Polymarket Investment and the Democratization of Markets

Polymarket Investment and the Democratization of Markets

1:25:00Podcast Wrap-up and Closing Remarks

Podcast Wrap-up and Closing Remarks