Show notes
(0:00) Bestie intros! Dreamforce and another interesting conference take the Bay Area (3:35) State of crime in SF, do they need the National Guard? (20:48) US to impose price floors after China puts export controls on rare earths, can America on-shore a full-stack rare earth industry? (36:15) State of US-China ahead of the Trump-Xi meeting, how we got here, China's elite mercantilism and strong economic history (52:59) AI PR crisis: Recent datacenters get denied 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.nytimes.com/2025/10/10/us/marc-benioff-san-francisco-guard.html https://www.wsj.com/opinion/san-francisco-cleans-up-for-xi-why-not-for-thee-242c67e3 https://x.com/the_jefferymead/status/1978130345200427334 https://www.sfchronicle.com/opinion/nualabishari/article/san-francisco-harm-reduction-managed-alcohol-19489131.php https://www.kqed.org/news/11985941/sf-program-isnt-just-free-beer-for-unhoused-its-backed-up-by-research https://www.nbcnews.com/politics/politics-news/jb-pritzker-won-14-million-vegas-playing-blackjack-rcna237961 https://www.ft.com/content/ca3b3254-e161-41d1-b459-bc3c83004e4e https://www.nytimes.com/2025/10/12/business/china-rare-earth-export-controls.html https://truthsocial.com/@realDonaldTrump/posts/115351840469973590 https://truthsocial.com/@realDonaldTrump/posts/115350455734003647 https://mpmaterials.com/mountain-pass https://www.reuters.com/world/china/trump-track-meet-xi-south-korea-bessent-says-2025-10-13/ https://chinapower.csis.org/tracker/china-gdp https://www.reuters.com/world/china/chinas-communist-party-holds-plenum-its-next-five-year-plan-what-does-it-mean-2025-10-15 https://www.economist.com/china/2025/10/09/xi-jinping-is-personally-involved-in-chinas-new-five-year-plan https://www.amazon.com/Lee-Kuan-Yew-Insights-international/dp/0262019124 https://www.mearsheimer.com/wp-content/uploads/2019/06/The-Australian-November-18-2005.pdf https://nationalinterest.org/feature/can-china-rise-peacefully-10204 https://www.whitecase.com/insight-alert/china-imposes-extraterritorial-jurisdiction-and-50-rule-export-controls-rare-earth https://www.jdsupra.com/legalnews/commerce-department-issues-affiliates-5215830/ https://www.amazon.com/End-History-Last-Man/dp/0743284550 https://www.amazon.com/Clash-Civilizations-Remaking-World-Order/dp/1451628978 https://www.amazon.com/World-Flat-History-Twenty-first-Century/dp/0374292884 https://x.com/balajis/status/1937517664907460980 https://x.com/chamath/status/1978584886329082098 https://www.datacenterwatch.org/report https://x.com/chamath/status/1977794775148601541
