(0:00) Today's topics and bestie intros! (2:49) Bond market chaos, GOP abandons DOGE, Trump's big, beautiful bill passes the House (38:15) Google's big week: AI in search, roadmap to diversifying revenue (46:49) OpenAI acquires Jony Ive's design startup for $6.5B (57:09) AI Diplomacy: Sacks breaks down his trip to the Middle East and the datacenter deals (1:15:25) Science Corner: CRISPR breakthrough! (1:23:02) How increased energy production could solve America's fiscal problems 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.barrons.com/articles/20-year-treasury-bond-auction-bba9d889"> https://www.barrons.com/articles/20-year-treasury-bond-auction-bba9d889</a> <a href= "https://www.cnbc.com/quotes/US10Y">https://www.cnbc.com/quotes/US10Y</a> <a href= "https://x.com/KobeissiLetter/status/1925253934794342405">https://x.com/KobeissiLetter/status/1925253934794342405</a> <a href= "https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D"> https://www.google.com/finance/quote/.INX:INDEXSP?comparison=INDEXDJX%3A.DJI%2CINDEXNASDAQ%3A.IXIC&window=5D</a> <a href= "https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/"> https://www.pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-policy-decisions-will-worsen-fiscal-outlook/</a> <a href= "https://x.com/JessicaBRiedl/status/1925257429408756087">https://x.com/JessicaBRiedl/status/1925257429408756087</a> <a href= "https://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a> <a href= "https://www.google.com/finance/quote/GCW00:COMEX">https://www.google.com/finance/quote/GCW00:COMEX</a> <a href= "https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493"> https://polymarket.com/event/how-many-fed-rate-cuts-in-2025?tid=1747933765493</a> <a href= "https://x.com/chamath/status/1925568992959492156">https://x.com/chamath/status/1925568992959492156</a> <a href= "https://x.com/chamath/status/1925590496103342114">https://x.com/chamath/status/1925590496103342114</a> <a href= "https://www.google.com/finance/quote/GOOG:NASDAQ">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href= "https://blog.google/products/google-one/google-ai-ultra">https://blog.google/products/google-one/google-ai-ultra</a> <a href= "https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005"> https://www.wsj.com/tech/ai/what-sam-altman-told-openai-about-the-secret-device-hes-making-with-jony-ive-f1384005</a> <a href= "https://x.com/BenGeskin/status/1925579528933372198">https://x.com/BenGeskin/status/1925579528933372198</a> <a href= "https://x.com/DavidSacks/status/1924817118370951238">https://x.com/DavidSacks/status/1924817118370951238</a> <a href= "https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure"> https://mcigroup.my/top-news/malaysia-launches-regions-first-sovereign-full-stack-ai-infrastructure</a>

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