(0:00) Matt Mahan: Why He's Running for Governor

(1:51) How California Went From Bad to Worse

(12:05) Public Sector Unions & Lobbying in Sacramento

(19:05) California's Housing Crisis: Regulation & Fees

(34:52) California Energy Crisis: Gas Taxes & Green Policy

(43:57) The $1 Trillion Pension Time Bomb

(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism

(1:09:14) Immigration Reform: ICE & the Path to Legal Status

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#allin #tech #news

(0:00) Jensen Huang joins the show!

(1:00) Acquiring Groq and the inference explosion

(9:27) Decision making at the world's most valuable company

(11:22) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing

(17:12) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes

(21:22) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future

(31:24) Open source, global diffusion, Iran/Taiwan supply chain impact

(40:19) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions

(48:06) Datacenters in space, AI healthcare, Robotics

(56:44) OpenAI/Anthropic revenue potential, how to build an AI moat

(59:38) Advice to young people on excelling in the AI era

Thanks to Airwallex for making this happen:

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(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts

(1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans

(11:42) Iran exit strategy, NATO allies bail on the US

(17:42) Israel's influence, AIPAC, growing anti-Israel sentiment

(20:16) SAVE Act, why he supports voter ID but not this bill, election fraud

(26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border

(32:49) Debt death spiral, government fraud

(37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture

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(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on

(5:52) How to automate the physical world, markets to go after

(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race

(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California

(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War

(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders

(43:46) Dell's $50B AI infrastructure bet

(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids

This podcast was recorded LIVE at Arena Hall in Austin, Texas.

Thanks to our partners for making this event possible!:

EY:

Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW.

Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey

Forge Global:

We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms.

Learn more here: https://forgeglobal.com/who-we-serve/private-companies/

De'Longhi

Athena

Polymarket

(0:00) Jason and Chamath welcome SEC's Paul Atkins and CFTC's Michael Selig

(0:53) Atkins on how US markets have changed over his 40 year career

(3:04) Top priorities across both agencies: Fixing the IPO drought, crypto regulation, cutting unnecessary rules

(8:16) AI trading bots, autonomous hedge funds, and investing with leverage

(15:30) Ending the "Turf War" between the SEC and CFTC, super app vision

(19:15) Prediction markets, insider trading, gray area

(26:56) Trump advocates for changing quarterly earnings to bi-annual

(30:30) Changing the accreditation rules a priority for 2026

(34:56) HFT firms that dominate the futures markets, swap reporting

(40:36) VC fund formation

(46:18) US markets vs the world, crypto classification

(52:54) Biggest risks: Market manipulation, crypto scams, and the Gen Z gambling crisis

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CFTC Chair Michael Selig:

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(0:00) The Besties welcome legendary Harvard professor Graham Allison

(1:14) Iran Conflict: Strategy, Netanyahu's influence, Trump's motivation, redefining Middle East security

(11:44) Iran endgame scenarios: Democracy, extremism, second-order effects

(21:07) Israel: Is Netanyahu destroying Israel's democracy?

(24:28) China: Taiwan invasion, trade, and Trump's April meeting

(39:50) Greenland: Importance, deal scenarios, EU socialism angle

(48:58) Nuclear proliferation: 80-80-9 framework explained

(56:20) Rising socialism in America: wealth inequality and political risk

Thanks to our partner Airwallex!

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(0:00) Jason intros Prince Reza Pahlavi

(1:09) Pahlavi's take on the war and vision for Iran's future, Democracy, and return

(8:53) Trump's surrender conditions, core principles, role in transition and potential leadership

(17:14) Thoughts on the people and spirit of Iran

(21:33) Shervin Pishevar joins: thoughts on the current regime killing 40k+ protestors, future of the Middle East

(33:59) Future leader and government of Iran, plan for transition

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