(0:00) Bestie announcement! (2:53) Gavin Baker and Joe Lonsdale join the show (4:14) State of the Trump Bump: Debt focus, Deregulation, America's lucky position (20:08) Trump nominates Paul Atkins as SEC Chair, replacing Gary Gensler: What this means for crypto and other markets (41:07) Thoughts on Michael Saylor's Bitcoin play, state of defense tech, and the US/China AI competition (49:25) xAI's massive GPU cluster, expanding to 1M GPUs, how Grok 3 will test AI scaling laws, and what's next (1:08:28) UnitedHealth CEO murdered, reactions Get virtual tickets for The All-In Holiday Spectacular!: <a href= "https://allin.com/events">https://allin.com/events</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 Gavin Baker: <a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a> Follow Joe Lonsdale: <a href= "https://x.com/JTLonsdale">https://x.com/JTLonsdale</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://truthsocial.com/@realDonaldTrump/posts/113603133222686186"> https://truthsocial.com/@realDonaldTrump/posts/113603133222686186</a> <a href= "https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html"> https://www.nytimes.com/2024/12/04/business/trump-sec-paul-atkins.html</a> <a href= "https://x.com/davidmarcus/status/1862654506774810641">https://x.com/davidmarcus/status/1862654506774810641</a> <a href= "https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade"> https://www.bloomberg.com/news/articles/2024-12-05/convertible-bond-arbs-are-making-microstrategy-wall-street-s-hottest-trade</a> <a href= "https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f">https://www.ft.com/content/9c0516cf-dd12-4665-aa22-712de854fe2f</a> <a href= "https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot"> https://www.nytimes.com/live/2024/12/04/nyregion/brian-thompson-uhc-ceo-shot</a> <a href= "https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn"> https://abcnews.go.com/US/man-shot-chest-midtown-manhattan-masked-gunman-large/story?id=116446382&cid=social_twitter_abcn</a> <a href= "https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes"> https://nypost.com/2024/12/06/media/taylor-lorenz-defends-unitedhealthcare-ceo-brian-thompson-jokes</a>

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