A talk show about dance games hosted by SF EVOLVED staff, covering the latest Dance Dance Revolution news, songs, techniques, tips, and more, plus special guest interviews with community members and creators.
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SF EVOLVED Podcasts
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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Darts in the Dark amplifies voices for change. We talk about branding, marketing, communication, and sustainability, and through our conversations with leading voices throughout business and culture, we help shed some light on how to move your audience to take meaningful action for your business and the planet.
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Trump: Send National Guard to SF, China Rare Earths Trade War, AI's PR Crisis
1:16:15
1:16:15
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1:16:15(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 …
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1
1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
50:49
50:49
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50:49(0:00) Chamath and Friedberg welcome Andrew Ross Sorkin to discuss his new book, "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a Nation" (0:38) Why he chose this time period (3:22) The setup: what led to the 1929 crash (19:24) The characters: major players in the 1929 crash; what kind of bubble are we experiencing in…
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1
How Orlando Bravo Built One of the Most Successful Firms in Private Equity
28:57
28:57
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28:57(0:00) Introducing Orlando Bravo (1:53) Orlando’s history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing’s avionic…
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1
Bryan Johnson: The #1 Longevity Secret You Can Start Doing Today
10:39
10:39
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10:39(0:00) Introducing Bryan Johnson (0:46) Bryan takes the audience through a quick biological age test (5:53) The single best longevity hack from all of his research Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investor…
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1
Cathie Wood on How AI Can Double GDP, Bull Case for Bitcoin $1M, Elon’s Trillion-Dollar Pay Package
19:15
19:15
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19:15(0:00) Introducing Cathie Wood (0:47) Cathie Wood on AI’s once in a lifetime opportunity: doubling GDP, deflation, and more (9:23) Cathie’s bull case for Bitcoin $1M (11:38) Opening up access to innovation for retail (14:32) Cathie explains Ark’s strategies for bull and bear markets (16:01) Thoughts on Elon’s trillion-dollar pay package Thanks to o…
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1
Trump Brokers Gaza Peace Deal, National Guard in Chicago, OpenAI/AMD, AI Roundtripping, Gold Rally
1:27:51
1:27:51
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1:27:51(0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:3…
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Sequoia’s Roelof Botha: Why Venture Capital is Broken & How Great Companies Are Built
27:57
27:57
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27:57(0:00) Introducing Roelof Botha (1:08) Sequoia’s Scout program and its best-performing funds ever (3:38) State of Venture Capital: Why it’s broken, too much capital, not enough great companies (9:01) Why Sequoia separated from its China business, how they adapt to changing macro landscapes (13:05) Sequoia’s culture, picking partners, investment dec…
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YouTube CEO Neal Mohan on AI, Censorship & the Future of Creators
28:13
28:13
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28:13(0:00) Introducing YouTube CEO Neal Mohan (1:08) YouTube’s revenue split with creators (7:30) How Neal thinks about enabling monoculture and connective threads at YouTube (11:23) Censorship on YouTube, demonetization decisions, dealing with different regimes and laws globally (19:58) YouTube TV, YouTube Premium, and channel subscriptions (24:00) Ge…
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Joe Tsai on US-China Rivalry, AI's Future, Owning the Nets/Liberty, Caitlin Clark's Major Impact
27:07
27:07
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27:07(0:00) Introducing Joe Tsai (0:49) Owning the Nets and Liberty, Caitlin Clark’s impact on the WNBA, does the NBA need fixing? (6:07) Alibaba origins, China’s pullback on capitalism (10:10) US vs China rivalry: the AI race, are we destined for conflict, and what can the US learn from China? (19:46) AI application in large businesses (21:52) Managing…
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Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
1:29:31
1:29:31
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1:29:31(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1…
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1
Ro Khanna on Crime, Censorship & Congress: Fixing What’s Broken in America
54:15
54:15
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54:15(0:00) Chamath and Jason welcome Rep. Ro Khanna! (1:10) H-1Bs and immigration (8:40) Giving Trump credit as a Progressive Democrat, why bipartisanship is broken, future Democratic leaders (15:08) Tech industry: Can Democrats win back tech?; Economic patriotism, protection vs proliferation of AI (24:25) Government shutdown, what actually happens? (3…
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Multicoin Capital’s Kyle Samani on Internet Capital Markets
13:32
13:32
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13:32(0:00) Introducing Kyle Samani (1:07) History of modern capital markets (3:25) What a redesigned capital market structure would look like in 2025 (8:22) Examples of the future of internet capital markets Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and cr…
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Rick Caruso on California’s Collapse: Broken Leadership, LA Wildfire Failures & the Fix
22:56
22:56
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22:56(0:00) Introducing Rick Caruso (1:03) Reflecting on the disastrous LA Wildfires: Karen Bass failure, saving the Palisades Village, failure to rebuild (11:20) California’s incompetence, running for CA Governor vs LA Mayor (14:21) Attention to detail (17:04) State of California: What it should be, homelessness, National Guard, policing Thanks to our …
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1
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
25:05
25:05
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25:05(0:00) Introducing Arm CEO Rene Haas (1:08) Lessons from working with Jensen Huang (3:20) Arm’s history, understanding Nvidia’s dominance in AI, training vs inference, physical AI market size (10:01) China’s AI ecosystem, the US-Intel deal, rare earths, creating a US “national champion” (15:35) Manufacturing in America: how to create a culture of e…
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Science Corner Special: David Friedberg, Cleo Abram, Alex Filippenko, and Keller Rinaudo Cliffton
1:07:50
1:07:50
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1:07:50(0:00) Introducing Cleo Abram (1:12) Why YouTube has become the best platform for creators, techno-optimism at Huge If True (8:35) Astrophysicist Alex Filippenko on the James Webb Space Telescope (23:14) Q&A with Alex Filippenko, Cleo, and Friedberg: The universe, Fermi Paradox, black holes, NIH grants and the “war on science” (37:37) Zipline CEO K…
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1
Inside the GLP-1 Gold Rush: Eli Lilly CEO on New Breakthroughs, Addiction & Mental Health, Pricing
30:40
30:40
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30:40(0:00) Introducing Eli Lilly CEO Dave Ricks (1:43) How Eli Lilly discovered the GLP-1 impact on weight loss, counterfeit products from China (7:08) GLP-1 pricing and capital allocation after a breakout pharma product (12:56) Why Biotech VC has plummeted, “patent hacking” in China (15:32) Dave’s health regimen: good sleep, movement, healthy diet, so…
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1
H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law
1:23:48
1:23:48
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1:23:48(0:00) Bestie intros! (2:23) H-1B overhaul: origins and exploitation (25:26) Autism linked to Tylenol usage during pregnancy (43:42) Jimmy Kimmel returns to ABC: comments and reactions (59:21) Two major AI papers (1:09:00) YouTube update (1:12:53) Alphabet admits to COVID censorship under Biden, new CA online hate speech law Follow the besties: htt…
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1
Eric Schmidt on AI, the Battle with China, and the Future of America
28:58
28:58
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28:58(0:00) Introducing Eric Schmidt (1:59) Thoughts on remote work and work-life balance (3:49) Approaching AI: US vs China (8:04) Relativity Space, rockets, drones, defense, and more (17:32) Future role of America, and the decline of the West (21:51) AGI: boom or bust? Thanks to our partners for making this happen! Solana - Solana is the high performa…
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1
Charlie Kirk Murder, Assassination Culture in America, Jimmy Kimmel Suspended, Ellison Media Empire
1:22:22
1:22:22
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1:22:22(0:00) Reacting to Charlie Kirk's death: impact, legacy, and what's wrong in America (15:27) Assassination culture in America, online radicalization (30:37) Jimmy Kimmel suspended indefinitely by ABC (49:11) The Ellison Media Empire: Paramount, Warner Bros Discovery, TikTok (1:01:09) Besties discover their recent YouTube videos have been flagged as…
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1
Solana’s Anatoly Yakovenko on Crypto's Next Era: Quantum, AI, and the Future of Money
25:07
25:07
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25:07(0:00) Introducing Solana Co-Founder Anatoly Yakovenko (0:55) Crypto under Trump vs Biden, stablecoin boom, what it means for US treasuries (5:56) Traditional exchanges using blockchain vs crypto-native exchanges, how crypto gets mass market (10:02) Most exciting crypto verticals outside of finance: social, IP rights, real estate, CLARITY Act (15:5…
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Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
25:38
25:38
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25:38(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber’s self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber’s business model over time (13:30) Other forms of transportation Uber could provide (16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, f…
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1
The College Crisis: Heads of Dartmouth & Berkeley Debate the Decline of US Universities
37:08
37:08
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37:08(0:00) Introducing Dartmouth President Sian Beilock and Berkeley Chancellor Rich Lyons (1:14) The student loan burden (8:03) DEI at US universities (13:56) Administrative bloat (16:12) Trump vs the Ivy League, viewpoint diversity (21:56) Impact of K-12 education declining (25:13) Will AI learning kill higher education? (29:14) Rising unemployment a…
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1
Tulsi Gabbard on Russiagate Hoax Evidence and How She’s Reforming Politicized Intelligence Agencies
41:54
41:54
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41:54(0:00) Introducing Tulsi Gabbard, US Director of National Intelligence (1:21) The Russiagate Hoax Conspiracy and the dangers of highly politicized intelligence agencies (17:31) Russian interference in 2016, cleaning up intelligence agencies, increasing accountability (25:54) How Tulsi is received in her home state of Hawaii after switching parties,…
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1
Robinhood CEO Vlad Tenev on tokenizing stocks, expanding access to private shares, fintech's future
26:09
26:09
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26:09(0:00) Introducing Vlad Tenev (0:51) Jason tells his story of investing in Robinhood (3:17) Tokenizing securities, offering tokenized shares in OpenAI and SpaceX, controversy (7:29) Operating under Trump vs Biden, why offering tokenized securities for private companies could be revolutionary (17:01) Criticisms around expanding access to sophisticat…
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Google DeepMind CEO Demis Hassabis on AI, Creativity, and a Golden Age of Science | All-In Summit
31:48
31:48
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31:48(0:00) Introducing Sir Demis Hassabis, reflecting on his Nobel Prize win (2:39) What is Google DeepMind? How does it interact with Google and Alphabet? (4:01) Genie 3 world model (9:21) State of robotics models, form factors, and more (14:42) AI science breakthroughs, measuring AGI (20:49) Nano-Banana and the future of creative tools, democratizati…
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Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
44:48
44:48
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44:48(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the “hands problem” (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia” (31:29) Evolvin…
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Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
40:14
40:14
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40:14(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir’s work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China’s strategy, dealing with cartels (36:46) Why modern Progressivism i…
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1
The New Era of the Stock Market with Nasdaq CEO Adena Friedman | All-In Summit 2025
28:21
28:21
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28:21(0:00) Introducing Adena Friedman (1:16) Nasdaq's business, expanding beyond a stock exchange (2:44) Big announcement! Nasdaq will offer tokenized securities, crypto going mainstream, the 24/5 trading schedule (7:21) How the IPO market can change to help companies go public faster (13:37) Evolution of markets: predictions, options, SPVs, secondarie…
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How to Save America: Mark Cuban and Tucker Carlson Debate | All-In Summit 2025
59:43
59:43
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59:43(0:00) Introducing Mark Cuban, sadness over Luka Doncic (2:38) America’s broken healthcare system (15:16) State of the two-party system (19:24) Introducing Tucker Carlson (20:01) The fine line between listening and pandering, is Mamdani the Trump of the Left? (24:27) How to make Americans believe in America again (34:12) AI job displacement (39:29)…
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Energy Secretary Chris Wright on the Future of American Energy | All-In Summit 2025
30:36
30:36
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30:36(0:00) Introducing Secretary Wright (1:09) Nuclear, China’s approach (4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind (11:32) Debating renewables vs nat gas and coal (18:40) Chamath’s energy framework (21:42) Addressing challenges: budget cuts to research labs, residential energy cost incr…
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Inside the White House Tech Dinner, Weak Jobs Report, Tariffs Court Challenge, Google Wins Antitrust
1:07:05
1:07:05
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1:07:05(0:00) Bestie intros (0:52) Behind the scenes of the White House Tech Dinner! (28:39) Tariff showdown headed to the Supreme Court (42:44) Other Trump Administration legal battles (46:58) Weak jobs report: what is the state of the economy? (57:52) Google avoids worst-case scenario in antitrust case Follow the besties: https://x.com/chamath https://x…
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Senator Rand Paul: Tariffs, Debt, China, and a Warning for America
1:07:53
1:07:53
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1:07:53(0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy & Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI & the Economy (35:10) Our Fragile Financial S…
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Trump Takes On the Fed, US-Intel Deal, Why Bankruptcies Are Up, OpenAI's Longevity Breakthrough
1:31:34
1:31:34
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1:31:34(0:00) Bestie intros: The Moose is loose at J-Cal Ranch! (0:46) All-In Summit updates, Jason's new program (9:45) Trump vs the Federal Reserve: Is the Fed partisan, what should a modern Fed look like? (36:45) US-Intel Deal: Sustainability, China comparison, could deals like this save Social Security? (51:37) US Sovereign Wealth Fund (58:41) Why cor…
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AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
1:11:45
1:11:45
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1:11:45(0:00) Bestie intros (1:59) What's new with the All-In Summit (9:02) AI Mania hits the brakes: sign of a bubble or a healthy correction? (30:49) Meta's AI hiring freeze: are the AI talent wars slowing down? (39:09) Gavin Newsom is the early favorite to be the 2028 Democratic nominee (54:03) Russia/Ukraine: Trump's two summits, what endgame to expec…
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Senator Eric Schmitt: Exposing the Biggest Censorship Scandal in US History
1:00:07
1:00:07
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1:00:07(0:00) Sacks and Jason welcome Senator Eric Schmitt (2:34) Biden v. Missouri, uncovering government censorship as Missouri AG (6:06) Section 230 and social media, the legacy of Russiagate, big tech censorship in the age of AI (18:44) Behind the Hunter Biden laptop story and COVID censorship (30:17) The NGO "Leviathan" and how censorship requests we…
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AI Psychosis, America's Broken Social Fabric, Trump Takes Over DC Police, Is VC Broken?
1:32:22
1:32:22
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1:32:22(0:00) Bestie intros! (4:45) AI Psychosis: what it looks like and why it's happening (20:13) Why the social fabric in America is breaking down (35:55) Fixing the incentives that created the student debt crisis (48:52) Trump takes federal control of DC police (1:05:39) Venture Capital: is it broken and what it will look like in the future? Follow th…
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OpenAI's GPT-5 Flop, AI's Unlimited Market, China's Big Advantage, Rise in Socialism, Housing Crisis
1:50:43
1:50:43
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1:50:43(0:00) Bestie intros! Gavin Baker, Ben Shapiro, and Phil Deutch join the show (7:32) GPT-5 underwhelms, benchmark saturation, OpenAI's product excellence (18:14) AI's TAM, ROIC, and energy implications (27:27) China's major advantage and how the US can counter it (43:46) Political parties picking winners, energy subsidy reversal, how the bureaucrat…
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Trump AI Speech & Action Plan, DC Summit Recap, Hot GDP Print, Trade Deals, Altman Warns No Privacy
1:23:51
1:23:51
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1:23:51(0:00) Bestie intros! (1:44) Recapping "Winning the AI Race" in DC: Trump's speech, best moments, key takeaways (16:39) AI Executive Orders, unbiased AI, spiciest moments (34:32) Copyright, fair use, and patents in the Age of AI (56:37) Sam Altman highlights AI chatbot privacy issues (1:02:48) Hot GDP print, Fed refuses to cut, major US-EU trade de…
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Winning the AI Race Part 5: President Trump on the AI Action Plan
57:20
57:20
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57:20(0:00) President Trump on the AI Agenda (54:14) Executive Order signing Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com 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…
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Winning the AI Race Part 4: Scott Bessent, Howard Lutnick, Chris Wright, and Doug Burgum
49:30
49:30
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49:30(0:00) Scott Bessent, Treasury Secretary (17:44) Doug Burgum, Secretary of the Interior and Chris Wright, Energy Secretary (35:11) Howard Lutnick, Commerce Secretary Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidS…
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Winning the AI Race Part 3: Jensen Huang, Lisa Su, James Litinsky, Chase Lochmiller
1:04:39
1:04:39
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1:04:39(0:00) James Litinsky, MP Materials (13:32) Lisa Su, AMD (29:45) Chase Lochmiller, Crusoe (43:26) Jensen Huang, Nvidia Thanks to our partners for making this happen: NYSE : https://www.nyse.com Visa: https://usa.visa.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https…
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Winning the AI Race Part 2: Vice President JD Vance
26:00
26:00
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26:00(0:00) The Besties welcome JD Vance (1:24) Immigration (6:34) AI policy (9:27) Relationship with China: Technology competition, striking a balance, trade (12:42) Diplomatic relations when AI is at-scale, operating in a multipolar world (16:41) AI’s impact on jobs (22:02) Should America facilitate “National Champions” in strategic industries? (24:09…
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Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit, Jake Loosararian
1:34:25
1:34:25
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1:34:25(0:00) The besties introduce the day with Jacob Helberg (9:08) Michael Kratsios, Director of the Office of Science and Technology Policy (18:24) Chris Power, Hadrian (35:15) Jake Loosararian, Gecko Robotics (44:37) Shyam Sankar, Palantir (1:00:33) Paul Buchheit, Y Combinator (1:13:35) Kelly Loeffler, Administrator of the Small Business Administrati…
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Trump vs Powell, Solving the Debt Crisis, The $10T AGI Prize, GENIUS Act Becomes Law
1:19:29
1:19:29
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1:19:29(0:00) The Besties welcome Gavin Baker! (1:51) Markets: Pricing in tariffs, Trump vs. Powell, solving the debt crisis (19:24) The $10 trillion AGI prize, what artificial general intelligence and superintelligence looks like in the economy (38:33) Sacks and Bo Hines join to discuss the GENIUS Act and the CLARITY Act passing the House this week, and …
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1
Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs
1:30:50
1:30:50
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1:30:50(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence (46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome (5…
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1
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
1:25:11
1:25:11
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1:25:11(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:51) Harvard's money problems: bleeding $1B/year in fight against Trump,…
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12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
1:47:33
1:47:33
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1:47:33(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Democratic Socialist Zohran Mamdani upsets Andrew Cuomo in the Democratic…
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IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
1:52:45
1:52:45
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1:52:45(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 …
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(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42…
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ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson
1:42:28
1:42:28
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1:42:28**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids, LA riots, immigration debate (46:08) Strong macro data: inflation, tariff revenue, GDP, jobs (1:14:00) Big, Beautiful Bill update: State of the bill,…
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