Antonio Gracias: DOGE updates, Voter fraud, Finding 'Big Balls' | All-In Live from Miami

Watch on YouTube ↗  |  May 21, 2025 at 17:08  |  28:39  |  All-In Podcast
Speakers
Antonio Gracias — Founder and CEO of Valor Equity Partners, SpaceX Board Member
Chamath Palihapitiya — CEO, Social Capital
Jason Calacanis — Angel Investor / Founder, LAUNCH

Summary

The All-In hosts interview Antonio Gracias live in Miami about his eight weeks working with DOGE. He describes the federal government as far more complex than Twitter/X was, argues roughly 15 percent of spending could be cut without touching core entitlements, and details hand-sampled checks of DHS data against state voter rolls that found non-citizens who registered and voted. He also makes a pro-immigration economic argument and proposes Real ID plus the federal SAVE database as the fix for voter-roll integrity. The conversation is political and operational and contains no securities, sectors or assets presented as investment ideas.

  • Antonio Gracias describes eight weeks inside DOGE mapping government systems end to end.
  • He claims about 15 percent of federal spending, roughly a trillion dollars, is cuttable without touching core entitlements.
  • He says cuts mainly hit NGOs and beltway consultants, and that most exits were voluntary severance packages.
  • Transparent published metrics, not pay, are presented as the key civil-service incentive.
  • Hand sampling of DHS data against voter rolls produced three arrests and one indictment for non-citizen voting.
  • Real ID plus the federal SAVE citizenship database, now made free to states, is proposed as the fix.
  • Gracias backs both high-skilled and unskilled legal immigration, citing roughly 7 million US job openings.
  • Closing partner reads mention OKX, Circle and USDC, Polymarket, Solana, BVNK and Google Cloud, with no investment views.
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