(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history (52:59) AI PR crisis: Recent datacenters get denied 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.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html"> https://www.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html</a> <a href= "https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3"> https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3</a> <a href= "https://x.com/the_jefferymead/status/1978130345200427334">https://x.com/the_jefferymead/status/1978130345200427334</a> <a href= "https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php"> https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php</a> <a href= "https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research"> https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research</a> <a href= "https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961"> https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961</a> <a href= "https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e">https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e</a> <a href= "https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html"> https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html</a> <a href= "https://truthsocial.com/@realDonaldTrump/posts/115351840469973590"> https://truthsocial.com/@realDonaldTrump/posts/115351840469973590</a> <a href= "https://truthsocial.com/@realDonaldTrump/posts/115350455734003647"> https://truthsocial.com/@realDonaldTrump/posts/115350455734003647</a> <a href= "https://mpmaterials.com/mountain-pass">https://mpmaterials.com/mountain-pass</a> <a href= "https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/"> https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/</a> <a href= "https://chinapower.csis.org/tracker/china-gdp">https://chinapower.csis.org/tracker/china-gdp</a> <a href= "https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15"> https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15</a> <a href= "https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan"> https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan</a> <a href= "https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124"> https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124</a> <a href= "https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf"> https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf</a> <a href= "https://nationalinterest.org/feature/can-china-rise-peacefully-10204"> https://nationalinterest.org/feature/can-china-rise-peacefully-10204</a> <a href= "https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth"> https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth</a> <a href= "https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/"> https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/</a> <a href= "https://www.amazon.com/End-History-Last-Man/dp/0743284550">https://www.amazon.com/End-History-Last-Man/dp/0743284550</a> <a href= "https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978"> https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978</a> <a href= "https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884"> https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884</a> <a href= "https://x.com/balajis/status/1937517664907460980">https://x.com/balajis/status/1937517664907460980</a> <a href= "https://x.com/chamath/status/1978584886329082098">https://x.com/chamath/status/1978584886329082098</a> <a href= "https://www.datacenterwatch.org/report">https://www.datacenterwatch.org/report</a> <a href= "https://x.com/chamath/status/1977794775148601541">https://x.com/chamath/status/1977794775148601541</a>

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