(0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions to the two recent deaths (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race 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://x.com/StephenM/status/2015133481261474030">https://x.com/StephenM/status/2015133481261474030</a> <a href= "https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting"> https://www.axios.com/2026/01/27/trump-stephen-miller-massacre-minnesota-shooting</a> <a href= "https://www.youtube.com/watch?v=y2Z3ZUbL2e0">https://www.youtube.com/watch?v=y2Z3ZUbL2e0</a> <a href= "https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney"> https://www.cbsnews.com/minnesota/news/billions-paid-out-by-medicaid-in-minnesota-may-be-fraudulent-us-attorney</a> <a href= "https://www.dhs.gov/wow">https://www.dhs.gov/wow</a> <a href= "https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/"> https://nypost.com/2026/01/25/us-news/anti-ice-protesters-swarm-st-paul-hotel-they-believe-is-housing-fed-agents/</a> <a href= "https://www.youtube.com/watch?v=tke0kY4l4e4">https://www.youtube.com/watch?v=tke0kY4l4e4</a> <a href= "https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/">https://www.cbsnews.com/news/murders-plummet-crime-trends-2025/</a> <a href= "https://x.com/shellenberger/status/2016671351486967995">https://x.com/shellenberger/status/2016671351486967995</a> <a href= "https://x.com/BoLoudon/status/1942641987326185693">https://x.com/BoLoudon/status/1942641987326185693</a> <a href= "https://x.com/JamesBlairUSA/status/2016154036550930765">https://x.com/JamesBlairUSA/status/2016154036550930765</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://x.com/Geiger_Capital/status/2016564161484873748">https://x.com/Geiger_Capital/status/2016564161484873748</a> <a href= "https://x.com/RapidResponse47/status/2016537492493676905">https://x.com/RapidResponse47/status/2016537492493676905</a> <a href= "https://x.com/chamath/status/2015966444027322763">https://x.com/chamath/status/2015966444027322763</a> <a href= "https://polymarket.com/event/california-governor-election-2026">https://polymarket.com/event/california-governor-election-2026</a> <a href= "https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29"> https://www.reuters.com/world/musks-spacex-merger-talks-with-xai-ahead-planned-ipo-source-says-2026-01-29</a>

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