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

Mar 21, 2025 #FullEpisodes

(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

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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:
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...

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