(0:00) The Besties welcome John and Patrick Collison! (4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators (20:31) Jamie Dimon's leaked rant on remote work and bureaucracy (34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years (43:51) Crypto Corner: Milei's Memecoin embarrassment (1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model (1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up (1:30:22) Science Corner: Asteroid update (1:35:42) Why Stripe hasn't gone public yet, despite great metrics Register for All-In at SXSW: <a href= "https://allin.com/events">https://allin.com/events</a> Follow John: <a href= "https://x.com/collision">https://x.com/collision</a> Follow Patrick: <a href="https://x.com/patrickc">https://x.com/patrickc</a> Follow the besties: <a href="https://x.com/chamath">https://x.com/chamath</a> <a href="https://x.com/Jason">https://x.com/Jason</a> <a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a> <a href= "https://x.com/friedberg">https://x.com/friedberg</a> Follow on X: <a href= "https://x.com/theallinpod">https://x.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a> Intro Video Credit: <a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a> Referenced in the show: <a href= "https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html"> https://www.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html</a> <a href= "https://x.com/Zigmanfreud/status/1890202488596492620">https://x.com/Zigmanfreud/status/1890202488596492620</a> <a href= "https://www.coworker.org/petitions/professional-dignity">https://www.coworker.org/petitions/professional-dignity</a> <a href= "https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings"> https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings</a> <a href= "https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts"> https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts</a> <a href= "https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883"> https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883</a> <a href= "https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html"> https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html</a> <a href= "https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html"> https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html</a> <a href= "https://arcinstitute.org">https://arcinstitute.org</a> <a href= "https://blogs.nvidia.com/blog/evo-2-biomolecular-ai">https://blogs.nvidia.com/blog/evo-2-biomolecular-ai</a> <a href= "https://artificialanalysis.ai/models/grok-3">https://artificialanalysis.ai/models/grok-3</a> <a href= "https://x.com/GavinSBaker/status/1891721991444447343">https://x.com/GavinSBaker/status/1891721991444447343</a> <a href= "https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266"> https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266</a> <a href= "https://x.com/AsteroidWatch/status/1892338055354159256">https://x.com/AsteroidWatch/status/1892338055354159256</a> <a href= "https://x.com/AsteroidWatch/status/1892631907646447746">https://x.com/AsteroidWatch/status/1892631907646447746</a>

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