The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The Besties welcome John and Patrick Collison!

(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators

(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy

(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years

(43:51) Crypto Corner: Milei's Memecoin embarrassment

(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model

(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up

(1:30:22) Science Corner: Asteroid update

(1:35:42) Why Stripe hasn't gone public yet, despite great metrics

Register for All-In at SXSW:

https://allin.com/events

Follow John:

https://x.com/collision

Follow Patrick:

https://x.com/patrickc

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:

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Follow on TikTok:

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Follow on LinkedIn:

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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.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html

https://x.com/Zigmanfreud/status/1890202488596492620

https://www.coworker.org/petitions/professional-dignity

https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings

https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts

https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883

https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html

https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html

https://arcinstitute.org

https://blogs.nvidia.com/blog/evo-2-biomolecular-ai

https://artificialanalysis.ai/models/grok-3

https://x.com/GavinSBaker/status/1891721991444447343

https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266

https://x.com/AsteroidWatch/status/1892338055354159256

https://x.com/AsteroidWatch/status/1892631907646447746

More description

(0:00) The Besties welcome John and Patrick Collison!

(4:28) Stripe's business evolution: $1T in volume/year, stablecoins, challenging the Visa/Mastercard duopoly, publishing economic indicators

(20:31) Jamie Dimon's leaked rant on remote work and bureaucracy

(34:22) DOGE for Defense: Trump ordered the Pentagon to look at cutting the defense budget by 8%/year over the next five years

(43:51) Crypto Corner: Milei's Memecoin embarrassment

(1:00:18) John and Patrick break down the Arc Institute and its new Evo 2 AI model

(1:18:04) Grok 3 takes the LLM lead, lessons learned from Elon's Colossus scale up

(1:30:22) Science Corner: Asteroid update

(1:35:42) Why Stripe hasn't gone public yet, despite great metrics

Register for All-In at SXSW:

https://allin.com/events

Follow John:

https://x.com/collision

Follow Patrick:

https://x.com/patrickc

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.cnbc.com/2024/10/23/stripes-1point1-billion-deal-for-bridge-marks-much-needed-win-for-vc.html

https://x.com/Zigmanfreud/status/1890202488596492620

https://www.coworker.org/petitions/professional-dignity

https://www.bloomberg.com/news/articles/2023-01-03/shopify-ceo-tobi-lutke-tells-employees-to-just-say-no-to-meetings

https://www.washingtonpost.com/national-security/2025/02/19/trump-pentagon-budget-cuts

https://www.amazon.com/Boyd-Fighter-Pilot-Who-Changed/dp/0316796883

https://www.cnn.com/2025/02/16/americas/argentina-milei-libra-cryptocurrency-impeachment-calls-intl-latam/index.html

https://www.cnn.com/2025/02/18/americas/argentina-milei-defends-libra-crypto-tweet-intl-latam/index.html

https://arcinstitute.org

https://blogs.nvidia.com/blog/evo-2-biomolecular-ai

https://artificialanalysis.ai/models/grok-3

https://x.com/GavinSBaker/status/1891721991444447343

https://www.amazon.com/Henry-J-Kaiser-Builder-American/dp/0292742266

https://x.com/AsteroidWatch/status/1892338055354159256

https://x.com/AsteroidWatch/status/1892631907646447746

2025-02-21 105 min
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