(0:00) Jason intros PA Governor Josh Shapiro

(1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud

(13:05) Wealth tax debate, what Dems are getting wrong on business

(20:17) 2024 Democratic collapse, future of the party, socialist wing

(38:12) How Congress has become "pathetic," political corruption

(47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens

(0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup

(2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo

(8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat

(12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain

(41:48) Autonomous Weapons, AI Decision-Making & Future of War

(47:15) Anthropic vs Pentagon: Ethics of AI in Combat

(50:39) Palantir Surveillance State Claims

(55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence

Axon.ai — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://axon.ai/allin.

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(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:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

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Follow on X:

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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.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals

https://companiesmarketcap.com

https://www.youtube.com/watch?v=Tf_UjBMIzNo

https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549

https://polymarket.com/event/ipos-before-2027

https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot

https://x.com/DrewPavlou/status/2038967293343096896

https://polymarket.com/event/us-x-iran-ceasefire-by

https://polymarket.com/event/us-forces-enter-iran-by

https://tradingeconomics.com/commodity/urea

https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin

https://polymarket.com/event/march-inflation-us-annual-higher-brackets

https://www.instagram.com/reels/DWhj1SrjvTU

https://www.youtube.com/@ElishaLong