(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react 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.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals"> https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals</a> <a href= "https://companiesmarketcap.com">https://companiesmarketcap.com</a> <a href= "https://www.youtube.com/watch?v=Tf_UjBMIzNo">https://www.youtube.com/watch?v=Tf_UjBMIzNo</a> <a href= "https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549"> https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549</a> <a href= "https://polymarket.com/event/ipos-before-2027">https://polymarket.com/event/ipos-before-2027</a> <a href= "https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot"> https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot</a> <a href= "https://x.com/DrewPavlou/status/2038967293343096896">https://x.com/DrewPavlou/status/2038967293343096896</a> <a href= "https://polymarket.com/event/us-x-iran-ceasefire-by">https://polymarket.com/event/us-x-iran-ceasefire-by</a> <a href= "https://polymarket.com/event/us-forces-enter-iran-by">https://polymarket.com/event/us-forces-enter-iran-by</a> <a href= "https://tradingeconomics.com/commodity/urea">https://tradingeconomics.com/commodity/urea</a> <a href= "https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin"> https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin</a> <a href= "https://polymarket.com/event/march-inflation-us-annual-higher-brackets"> https://polymarket.com/event/march-inflation-us-annual-higher-brackets</a> <a href= "https://www.instagram.com/reels/DWhj1SrjvTU">https://www.instagram.com/reels/DWhj1SrjvTU</a> <a href= "https://www.youtube.com/@ElishaLong">https://www.youtube.com/@ElishaLong</a>

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