• Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

  • Apr 26 2025
  • Duración: 1 h y 30 m
  • Podcast

Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

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  • Resumen

  • (0:00) The Besties intro Andrew Ross Sorkin

    (2:04) Market bump: Trump rally or a Bessent put?

    (18:04) Are tariffs damaging the American "brand"? Apple's investment in India

    (38:18) Balance of power politics, Ukraine/Russia ceasefire negotiation halted over Crimea

    (50:00) Alphabet earnings: Massive resiliency, Google's Gemini Problem

    (1:05:40) Tesla jumps on Elon's return, pulling back from DOGE

    (1:18:35) Science Corner: China's Thorium Breakthrough

    Follow Andrew:

    https://x.com/andrewrsorkin

    Follow the besties:

    https://x.com/chamath

    https://x.com/Jason

    https://x.com/DavidSacks

    https://x.com/friedberg

    Follow on X:

    https://x.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@theallinpod

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://x.com/yung_spielburg

    Intro Video Credit:

    https://x.com/TheZachEffect

    Referenced in the show:

    https://www.google.com/finance/quote/.DJI:INDEXDJX?comparison=INDEXSP%3A.INX%2CINDEXNASDAQ%3A.IXIC&window=5D

    https://x.com/nic__carter/status/1909066161464959070

    https://www.nytimes.com/2025/04/16/business/china-rare-earths-us.html

    https://x.com/TheTranscript_/status/1915116330534998440

    https://www.ft.com/content/c2be45b8-cfad-4cbb-9a1a-bfd0626be372

    https://truthsocial.com/@realDonaldTrump

    https://www.nytimes.com/2025/04/22/world/europe/ukraine-cease-fire-talks.html

    https://www.forbes.com/sites/kenrapoza/2015/03/20/one-year-after-russia-annexed-crimea-locals-prefer-moscow-to-kiev

    https://x.com/EconomyApp/status/1915501252420784499

    https://www.artificialintelligence-news.com/news/chinese-firms-cloud-loophole-access-us-ai-tech

    https://polymarket.com/event/how-much-spending-will-elon-and-doge-cut-in-2025

    https://doge.gov/savings

    https://www.scmp.com/news/china/science/article/3300360/chinas-thorium-survey-finds-endless-energy-source-right-under-our-feet

    https://www.spglobal.com/commodityinsights/es/market-insights/latest-news/energy-transition/020123-china-to-maintain-renewables-growth-pace-in-2023-despite-uncertainty

    https://www.reuters.com/world/china/images-show-china-building-huge-fusion-research-facility-analysts-say-2025-01-28
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