🚨🚨friday night drop!
besties are BACK to break down the DC trip and much more:
-- @cyantist and @davidsacks join the show!
-- white house behind the scenes
-- recapping the bessent/lutnick interviews
-- @google buys @wiz_io for $32b
-- unleashing m&a, impact on vc
-- treasury vs fed tension
-- space rescue, @spacex vs china
++ so much more
(0:00) welcoming cyan banister and david sacks!
(3:23) behind the scenes of the besties in dc: white house, cabinet interviews, and more
(33:37) how m&a will be unleashed, google buys wiz for $32b, tim walz on tesla
(49:11) deep dive on google/wiz: breakup fee, impact on vc, roic, cloud advantage
(1:00:31) treasury vs fed tension, bond markets, consumers, deregulation
(1:12:59) space rescue, spacex vs china, lunar landing
thanks to our partners:
@wearehims: https://t.co/BAeryG94w1 | https://t.co/hCV2eHTxFA
@gemini: https://t.co/VK06JoqgDE
@itrustcapital (use code allin): https://t.co/zJoaQchhSc