IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

Jun 20, 2025 All-In Podcast
(0:00) The Besties welcome Thomas Laffont!
(3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity
(10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree
(23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stock divergences, and more
(42:41) Why Apple is fumbling AI and how they can fix it
(57:02) IPOs and M&A heating up in 2025
(1:16:18) State of liquidity: SPACs, Direct Listings, and more
(1:25:40) Amazon's "kingmaker" position, job displacement
(1:37:47) Sacks joins to discuss the GENIUS Act passing the Senate
(1:52:13) Animal trailer

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Animal Trailer:
• animal. | Official Trailer

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Intro Music Credit:
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Referenced in the show:
https://techcrunch.com/2025/06/17/sam...
https://www.cnbc.com/2025/06/10/zucke...
https://www.nytimes.com/2025/06/12/te...
https://scale.com/blog/scale-ai-annou...
https://www.reuters.com/business/meta...
https://techcrunch.com/2012/09/11/mar...
https://www.reuters.com/technology/ch...
https://x.com/JoannaStern/status/1933...
• Apple Execs on What Went Wrong with Siri, ...
https://x.com/chamath/status/19321575...
https://www.renaissancecapital.com/IP...
https://www.aboutamazon.com/news/comp...
https://x.com/chamath/status/19353693...
https://x.com/chamath/status/19357408...
https://www.google.com/finance/quote/...
https://www.google.com/finance/quote/...
https://x.com/ylecun/status/193510802...
https://x.com/ben_j_todd/status/19342...
https://apnews.com/article/election-2...
https://companiesmarketcap.com/micros...
https://apnews.com/article/election-2...
• animal. | Official Trailer

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