(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen!

(4:05) Is Sacks back?

(8:19) Reflecting on Trump's first 100 days

(28:16) Global trade disruption, how businesses are dealing with tariffs

(49:14) Amazon flip-flops on its tariff pricing feature, national security issues

(1:04:13) AI agents, 1,000,000X'ing AI, and more

Follow Aaron Levie:

https://x.com/levie

Follow Ryan Petersen:

https://x.com/typesfast

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

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://en.wikipedia.org/wiki/OODA_loop

https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146

https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html

https://x.com/Molson_Hart/status/1915248938753392642

https://x.com/SecScottBessent/status/1917697018551754802

https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html

https://x.com/chamath/status/1908239828283777393

https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo

https://manus.im

https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369

(0:00) David Friedberg welcomes Agriculture Secretary Brooke Rollins!

(1:32) How she ended up in Trump's two administrations, history of the USDA

(16:56) Trump's first 100 days, what needs to be reformed in the USDA

(21:31) SNAP's massive impact on USDA budget: soda, obesity, health challenges; how being DC outsiders helps the Trump Administration

(30:48) How she reconciles running a department with a lot of government intervention after coming from a free market background

(34:33) State of US farming in 2025, labor costs, opening up new markets, and more

(42:11) Working with DOGE, Farm Bill negotiation, stance on agricultural innovation

Follow Secretary Rollins:

https://x.com/SecRollins

https://x.com/BrookeLRollins

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

(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