White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

(0:00) Welcoming Cyan Banister and David Sacks! (3:23) Behind the scenes of the Besties in DC: White House, cabinet interviews, and more (33:00) How M&A will be unleashed, Google buys Wiz for $32B, Tim Walz on Tesla (49:09) Deep dive on Google/Wiz: breakup fee, impact on VC, ROIC, cloud advantage (1:00:28) Treasury vs Fed tension, Bond markets, consumers, deregulation (1:12:57) Space rescue, SpaceX vs China, lunar landing Thanks to our partners for making this happen: Hims: https://www.hims.com | https://www.forhers.com Gemini: https://www.gemini.com/allin iTrustCapital (use code allin): https://www.itrustcapital.com/allin Follow Cyan: https://x.com/cyantist Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Jason runs Founder.University, a pre-accelerator for year zero startups apply today: https://www.founder.university Follow on X: https://x.com/theallinpod Follow on Instagram:   / theallinpod   Follow on TikTok:   / theallinpod   Follow on LinkedIn:   / allinpod   Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: Bessent interview:    • Scott Bessent | All-In in DC!   Lutnick interview:    • Howard Lutnick | All-In in DC!   https://www.cnbc.com/2025/03/18/googl... https://x.com/Tim_Walz/status/1902197... https://www.nbcnews.com/politics/poli... https://x.com/elonmusk/status/1519735... https://www.ft.com/content/e6f516e8-2... https://x.com/thesamparr/status/19023... https://www.wsj.com/economy/central-b... https://www.cnbc.com/quotes/US10Y https://www.nytimes.com/2025/03/10/te... https://arstechnica.com/space/2024/11... https://www.nbcnews.com/politics/elec... #allin #tech #news