All-In with Chamath, Jason, Sacks & Friedberg

Alle afleveringen

439 afleveringen, van nieuw naar oud

Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

22 oktober 2026 · 40 min
Afspelen

(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption Lees meer

(9:07) Open Weight vs. Frontier AI Models

(18:07) AI and Cyber Warfare

(21:14) AI Regulation and the Global AI Arms Race

(30:32) Vertical Integration and Software Consolidation

Follow Nikesh:

https://x.com/nikesharora

Follow Arvind:

https://x.com/ArvindKrishna

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/@allin

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

#allin #tech #news
Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

19 oktober 2026 · 41 min
Afspelen

(0:00) Dylan Field joins the show: Figma's origin story and mission Lees meer

(3:16) Adobe's $20B deal blocked: inside the antitrust fight

(12:29) Is AI killing SaaS? Frontier Companies vs. Figma, the "SaaS apocalypse"

(18:52) Creativity in the AI era: why taste and boldness win

(36:02) Human agency, AI's promise, and what comes next

Thanks to our partners for making this possible!

As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. Learn more at: https://CreativePlanning.com/AllIn

With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org

Follow Dylan:

https://x.com/zoink

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/@allin

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

#allin #tech #news
CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

17 oktober 2026 · 1 uur 34 min
Afspelen

(0:00) Ben Horowitz fills in for Friedberg! Lees meer

(2:18) CoreWeave's debt selloff: did the AI bubble just pop?

(31:14) AI's deflationary impact: decompiled software

(45:44) Anthropic's investor day gets mixed reactions

(1:03:45) Psyop Corner: Anthropic warns about self-replicating models on IoT devices

(1:22:19) Understanding Bill Gates the Doomer

Follow Ben:

https://x.com/bhorowitz

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/@allin

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://x.com/chamath/status/2110128893680378299

https://www.google.com/finance/quote/CRWV:NASDAQ

https://finance.yahoo.com/technology/article/yikes-coreweave-stock-tanks-on-bond-yield-woes-ceo-blames-market-acting-irrationally-203838274.html

https://247wallst.com/investing/2026/10/14/coreweave-falls-10-as-bond-yield-touches-15-and-elon-musk-says-yikes-nebius-drops-6-oracle-slips

https://polymarket.com/event/coreweave-announces-bankruptcy-by

https://x.com/FearedBuck/status/2109443893955567694

https://polymarket.com/event/ipos-before-2027

https://www.bloomberg.com/news/articles/2026-10-14/anthropic-revenue-jumps-to-16-8-billion-in-quarter-before-ipo

https://www.anthropic.com/research/self-replicating-ai

https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

https://x.com/DavidSacks/status/2109849209742450696

https://www.anthropic.com/research/distillation-defenses

https://x.com/brian_armstrong/status/2109412046244913643
Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

15 oktober 2026 · 42 min
Afspelen

(0:00) Billy Evans joins Friedberg Lees meer

(3:38) How they met, Elizabeth the person vs the headlines, indictment

(11:02) Life on trial, having a child, where she went wrong in fundraising

(19:28) Understanding the verdict, sentencing, and the mistake of staying silent

(26:09) Elizabeth calls from prison, her life in jail

(31:34) Why they did the documentary with Nathan Fielder

(35:47) The road home, restitution math, why his new company is not Theranos 2.0

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help sta…
Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

12 oktober 2026 · 25 min
Afspelen

(0:00) Martin Shkreli joins the Besties! Lees meer

(0:55) Why quantum computing is a one-trick business and why he's betting against it

(7:42) The drugs big pharma sells too cheap and his journey from hedge fund trader to pharma

(11:37) AI, drug discovery, and who actually wins

(21:32) Brilliance and rule-breaking, the gifted-kid trap & what prison taught him

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technolog…
Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

10 oktober 2026 · 1 uur 33 min
Afspelen

(0:00) Bestie intros! Lees meer

(2:53) Anthropic believes Claude might be conscious: a new religion? Lobbying the Pope, alignment risks, model welfare

(38:28) OpenAI's math breakthroughs and community backlash

(1:02:03) Riots in France, Friedberg's socialism metric, bond market

(1:21:41) Grok Bot goes headless, OpenAI launches Dots, is IP worthless?

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/@allin

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/2026/09/29/us/anthropic-claude-morals-ai.html

https://www.anthropic.com/constitution

https://x.com/andrewcurran_/status/2108244808494154089

https://www.economist.com/the-world-in-brief/2026/10/03/388af69b-8327-40a3-af5a-13c0ede56800

https://www.lesswrong.com/users/eliezer_yudkowsky

https://www.amazon.com/Anyone-Builds-Everyone-Dies-Superhuman/dp/0316595640

https://en.wikipedia.org/wiki/Roko%27s_basilisk

https://www.nytimes.com/2026/10/06/science/openai-math-problems.html

https://www.scientificamerican.com/article/openai-unleashes-hundreds-more-math-results-upon-a-field-already-in-shock/

https://terrytao.wordpress.com/2026/10/07/ahm-statement-on-openais-october-6-release-of-mathematical-documents

https://scottaaronson.blog/?p=10169

https://x.com/imjustnewatai/status/2107601711032373333

https://x.com/skdh/status/2107848423726555204

https://x.com/friedberg/status/2107856770609844491

https://www.dw.com/en/france-trade-unions-join-students-in-major-demonstration/a-79560273

https://www.nytimes.com/2026/10/02/world/europe/france-schools-protests-unrest.html

https://www.nytimes.com/2026/10/08/business/france-bond-yields.ht…
Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

3 oktober 2026 · 1 uur 22 min
Afspelen

(0:00) Bestie intros! Lees meer

(2:01) Trump's Super Intelligence Summit: Behind the scenes and how the accord was created and signed

(17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging

(45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more

(1:00:24) Midterm predictions, 2028 look ahead

(1:09:28) Media coverage of attempted terrorist hijacking

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/@allin

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://x.com/WhiteHouse/status/2105292669303791687

https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

https://www.reuters.com/world/us/us-second-quarter-gdp-revised-higher-amid-robust-consumer-spending-2026-09-30

https://www.atlantafed.org/research-and-data/data/gdpnow

https://www.bls.gov/opub/ted/2026/payroll-employment-rose-162000-in-august-2026.htm

https://www.wsj.com/opinion/u-s-economy-gdp-commerce-upward-revision-aee8692e

https://www.investing.com/news/economic-indicators/chicago-pmi-surges-signals-robust-manufacturing-expansion-93CH4925362

https://www.reuters.com/markets/us/us-inflation-rises-less-than-expected-august-consumer-spending-surges-2026-09-30

https://www.theguardian.com/business/2026/oct/01/crude-oil-exports-strait-of-hormuz-transport-gulf-region-diesel

https://polymarket.com/predictions/midterms

https://x.com/OliaOnX/status/2105333178814832963

https://x.com/NYTimesPR/status/2105328158379856153
Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs

30 september 2026 · 53 min
Afspelen

(0:00) Jake Paul joins the Chamath! Lees meer

(6:41) Turning an audience into businesses, the boxing playbook & coming for the UFC

(11:54) Attention as capital, investing without the celebrity label & why politics is next

(20:46) Drew Taggart & Alex Pall join the Besties!

(30:35) From artists to investors: picking deals, playing the sixth man & what fame buys

(37:33) Advice for famous investors, whether fame helps or hurts & the non-obvious bets

(46:10) Riding winners, getting cash back to investors & spotting bubble behavior

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects foun…
Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential

29 september 2026 · 51 min
Afspelen

(0:00) Daniel Ek joins the Besties! Lees meer

(1:14) Starting Spotify: Beating piracy and betting his own money on the record labels

(6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're sick

(36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute

(44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story

Thanks to our partners for making this possible!

As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1

Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE

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/@allin

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

#allin #tech #news
Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

26 september 2026 · 1 uur 34 min
Afspelen

(0:00) Bestie Intros: Favorite All-In Summit moments Lees meer

(3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs"

(20:03) Open Source performance and cost: What this means for frontier companies

(29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure

(53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama

(1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure

(1:27:13) Anthropic's bio research and "wet lab" in SF

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/@allin

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.deepseek.com/en/news/deepseek-v4-1-flash

https://x.com/XiaomiMiMo/status/2102138559952290106

https://x.com/0x0SojalSec/status/2101738277049131358

https://prismml.com

https://x.com/SenSanders/status/2102827319123693689

https://x.com/yipitdata/status/2102781268974793023

https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/

https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc

https://polymarket.com/event/ipos-before-2027

https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo

https://x.com/rauchg/status/2101186741042663579

https://www.anthropic.com/constitution

https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd

https://x.com/mustafasuleyman/status/2100223594534150428

https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-…
Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete

24 september 2026 · 26 min
Afspelen

(0:00) Luca Ferrari joins the Besties! Lees meer

(1:56) Crashing an AI startup, the $40,000 restart & buying product market fit

(4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard

(9:55) Debt as an accelerant, what happens if rates rise & who else is bidding

(14:58) Inside the deal desk: what gets acquired, why they don't build & the founder question

(20:22) Building a tech giant out of Milan, Europe's talent pool & the outsider advantage

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to he…
Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

23 september 2026 · 56 min
Afspelen

(0:00) Steve Hilton joins the Besties! Lees meer

(3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws

(12:09) The path to victory: the persuadable voter, the cost-of-living pitch & the case against Becerra

(21:46) Spencer Pratt joins: the message that cut through & the LA race that flipped

(26:58) The city up close: the parks, small business & who the rules actually reward

(36:54) Ballot harvesting, voter ID & whether the system is rigged or just legal

(47:13) The Palisades: the empty reservoirs, suing the state & what Spencer does next

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://ww…
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

22 september 2026 · 18 min
Afspelen

(0:00) Welcome Blake Scholl! Lees meer

(5:11) Solving the sonic boom & legalizing supersonic flight

(7:59) The pivot to powering data centers

(10:38) Jason joins: data center demand, private jets & what winning looks like

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties:

https://x.co…
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

21 september 2026 · 23 min
Afspelen

(0:00) Welcome Naveen Rao Lees meer

(4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close

(10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine

(19:46) Chamath joins: the path to product, porting existing models & building the team

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Lear…
Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

20 september 2026 · 24 min
Afspelen

(0:00) Adam Foroughi joins the Besties! Lees meer

(3:07) Discovery vs search & is your phone listening?

(10:04) IPO tumble & becoming your own best investor

(16:00) Privacy rules, Apple's crackdown & how agents change people's shopping

(20:00) How a lean team beats the giants, margin moats & building in China

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on …
Bill Gurley: Searching for Feynman

19 september 2026 · 38 min
Afspelen

(0:00) Bill Gurley takes the stage at the All-In Summit Lees meer

(1:29) Bill's Presentation: Searching for Feynman

Links to additional resources mentioned in talk and used in research:
https://www.p3.institute/searching_for_feynman_resource_links.html

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Fol…
Jared Isaacman: A New Era for NASA and American Space Exploration

18 september 2026 · 39 min
Afspelen

(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA Lees meer

(17:59) Moon base, creating new space industries, NASA's next chapter

(23:29) How to make Mars realistic

(25:30) Recruiting, moonshots, the "Nuclear NASA," new vehicles and the importance of humans in space

(32:43) Allocating capital toward scientific discovery and deep space research

(35:46) Space Race 2.0: China and Russia

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup…
Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media

18 september 2026 · 33 min
Afspelen

(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere" Lees meer

(11:42) Nick joins The Besties to discuss California's "Stop Nick Shirley Act" and recent fraud arrests

(17:03) How he got into investigative journalism and finding fraud

(23:32) Selective journalism and why Nick is a major threat to mainstream outlets

(27:34) What's next for Nick: Investigating welfare fraud, building his platform

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go furth…
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future

17 september 2026 · 44 min
Afspelen

(0:00) Dina Powell McCormick joins The Besties! Lees meer

(1:52) Impact of Meta's data center in Richland Parish, LA: $50K teacher checks, revitalizing a small town community

(11:52) How Meta is alleviating data center concerns: pollution, electricity, water, noise, aesthetics; Misinformation campaigns

(19:57) America's Workforce Academy, the job growth in re-industrializing America

(26:58) Meta's recent social media settlement, new rules for teens

(35:25) Meta glasses and Zuck's AI strategy

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products…
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

17 september 2026 · 18 min
Afspelen

(0:00) Welcome Brad Gerstner! Lees meer

(1:01) Trump Accounts, Every Child a Capitalist & The CAC Scan

(5:07) Can AI revenue pay for the CapEx?

(8:53) The Build Out Issue: Gigawatts, TAM, Token Growth, and Margin Expansion

(12:30) The risks: AI regulation, the nuclear precedent, power limits, and rising rates

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on L…
JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

15 september 2026 · 28 min
Afspelen

(0:00) VP JD Vance joins The Besties! Lees meer

(1:40) Assessing the Trump Admin so far: Border control, re-industrialization, inflation, Iran, government debt, anti-fraud

(9:28) AI approach: Dealing with Doomerism, "Frankenstein," and AI negativity

(16:23) H-1B abuse and the massive $1T+ of fraud in federal spending

(21:48) Relationship with Israel, rational foreign policy

(25:19) JD Vance's midterms message

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.g…
Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

15 september 2026 · 37 min
Afspelen

(0:00) Satya Nadella joins The Besties! Lees meer

(0:55) Dario's blog, "pacing the frontier," common sense AI safety

(6:28) The failure of AI CEO messaging, monitoring agents, what will a slowdown mean for new AI products?

(14:22) Economic incentives for frontier lab doomerism, where the AI profits are

(22:45) Microsoft's master plan for AI, how they are allocating capital

(31:00) China's slow down, changing AI perception, data center benefits

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faste…
Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger

15 september 2026 · 1 uur 4 min
Afspelen

(0:00) SpaceX's Gwynne Shotwell joins The Besties! Lees meer

(1:45) Gwynne's SpaceX story, selling rockets, and working for Elon

(6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X

(13:43) Direct to cell with Starlink, retiring rockets, competition

(18:34) Data centers in space

(22:00) Management at SpaceX

(27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right"

(36:53) Elon and Gwynne on their working relationship, Starship's future

(46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX

(52:51) Lying AIs, how to do AI peer review right

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more inform…
Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)

14 september 2026 · 47 min
Afspelen

(0:00) Jensen Huang joins The Besties! Lees meer

(1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology

(9:58) Sensible AI regulation and RSI

(16:05) Hugging Face acquisition, future of Open Source, and the race with China

(22:58) President Trump calls in live to discuss the Doomer Hoax

(31:29) The AI boom and Nvidia's capital allocation strategy

(40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai

EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startu…
AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

12 september 2026 · 1 uur 36 min
Afspelen

(0:00) Bestie intros! Lees meer

(0:35) AI Doomsday: Valid concern or Doomer psyop?

(33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO

(58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own data?

(1:19:55) Nike removed from S&P 100 after stock tanks 80%: What went wrong?

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/@allin

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://x.com/hilbertspaess/status/2097476196791709843

https://x.com/EvanHub/status/2097497037956891126

https://x.com/BernieSanders/status/2097705093520863568

https://x.com/GovPritzker/status/2097715871309312220

https://x.com/DavidSacks/status/2097861539491463331

https://www.youtube.com/watch?v=e_ZDQKq2F08

https://x.com/DavidSacks/status/2097861539491463331

https://polymarket.com/event/ipos-before-2027

https://x.com/bgurley/status/2097690522437444050

https://x.com/polynoamial/status/2097381286193316203

https://x.com/OpenAI/status/2097374640582668336

https://x.com/OpenAI/status/2097375276384567642

https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html

https://x.com/libsoftiktok/status/2096970501017010461

https://x.com/spencerpratt/status/2096390079132360936

https://x.com/DrEliDavid/status/2096519550103691364
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

5 september 2026 · 1 uur 32 min
Afspelen

(0:00) Bestie intros: Happy 50th Chamath! Lees meer

(1:17) OpenAI releases GPT-6 Astra: Have they reached AGI?

(19:01) All-In Summit: Scholarships available!

(19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban

(37:03) EAs, AI-brained influencers, and the conflicts of interest

(59:26) Mamdani bans AI in NYC schools K-8

(1:18:58) US-Venezuela oil deal

The All-In Summit is only 1 week away! You won't want to miss it: https://theallinsummit.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://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@allin

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://openai.com/index/gpt-6-astra

https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi

https://www.axios.com/2026/09/03/axios-interview-sam-altmans-sobering-siren

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026

https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027

https://x.com/chamath/status/2095511879951192279

https://x.com/Jason/status/2095521697411514626

https://scale.stanford.edu/research-in-action/understanding-evidence-base-ai-k12-education

https://www.politico.com/news/2026/09/02/trumps-seen-the-data-center-polling-and-he-still-supports-them-01061244

https://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716
Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

29 augustus 2026 · 1 uur 37 min
Afspelen

(0:00) Bestie intros: Recapping recent interviews and the state of American science Lees meer

(3:31) China's Robot Olympics, Optimus update, Grok Bot

(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed

(33:32) Bessent gets called out by Druckenmiller for bond market interference

(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed

(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules

(1:22:52) Science Corner: Moderna's mRNA cancer vaccine

Come hang with the Besties at the All-In Summit | September 13-15:

http://theallinsummit.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://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@allin

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.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html

https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027

https://polymarket.com/event/largest-company-end-of-december-2026

https://www.cnbc.com/2026/08/18/treasury-yields-.html

https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html

https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes

https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74

https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6

https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by
Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

27 augustus 2026 · 1 uur 30 min
Afspelen

(0:00) Eric Weinstein joins the show! Lees meer

(03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat

(21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas

(41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos?

(52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species?

(01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison

(01:16:12) China poaches our best scientists, AI reads the trash can corpus

Thanks to our partners for making this possible!

As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1

With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org

Follow Eric:

https://x.com/ericweinstein

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/@allin

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
Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

25 augustus 2026 · 56 min
Afspelen

(0:00) Michael Kratsios joins the show! Lees meer

(01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain

(8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses

(13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated?

(22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28

(34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American

(44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71

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/@allin

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

#allin #tech #news
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

21 augustus 2026 · 1 uur 31 min
Afspelen

(00:00) Besties are back! Lees meer

(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash

(10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"

(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement

(56:33) a16z under DOJ investigation over "interlocking directorates"

(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag

Come hang with the Besties at the All-In Summit | September 13-15:

⁠http://theallinsummit.com⁠ ⁠#AllInSummit⁠

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/@allin

Follow on LinkedIn:

https://www.linkedin.com/company/allinpodIntro

Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburgIntro

Video Credit:

https://x.com/TheZachEffect

#allin #tech #news
Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

18 augustus 2026 · 56 min
Afspelen

(0:00) The most controversial company in privacy right now, Flock CEO joins the show! Lees meer

(7:23) License plate data retention: 7 days solves 90% of crimes

(13:00) Camera vandalism, felony charges, and privacy concerns

(18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired

(28:25) AI, drones, facial recognition, and avoiding predictive policing

(39:43) Safety is a privilege and who actually needs Flock

(45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on

Thanks to our partners for making this possible!

AppLovin Ads is AppLovin's AI advertising platform reaching over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day. AppLovin Ads is now open to all advertisers. Sign up at http://applovin.com/ALLIN

Numeral is the trusted solution for U.S. sales tax, VAT, and GST, used by 3,000+ businesses globally. They handle registrations, filings, and tax rates, so you can stay ahead of risk. Learn more at https://www.numeral.com/?utm_source=all-in

Follow Garrett:

https://x.com/glangley

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/@allin

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

#allin #tech #news
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

14 augustus 2026 · 1 uur 40 min
Afspelen

(0:00) Gavin Baker joins the show! Lees meer

(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing

(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI

(56:41) All-In Summit Speaker Announcements!

(58:13) Nvidia's $500B financing plan, how the AI market could fall apart

(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers

(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy

(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B

Apply for Summit 2026:

https://allin.com/events

Follow Gavin:

https://x.com/gavinsbaker

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.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa

https://polymarket.com/event/ipos-before-2027

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026

https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion

https://x.com/elonmusk/status/2052069691372478511

https://www.meta.com/thefutureisforeveryone

https://x.com/Home_of_Fight/status/2086504599444140344

https://x.com/JensenHuang/status/2086934705207959965

https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html

https://www.google.com/finance/beta/quote/WDAY:NASDAQ

https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X

https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html
Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

13 augustus 2026 · 1 uur 12 min
Afspelen

(0:00) Jason and Friedberg welcome Rahm Emanuel Lees meer

(1:16) Lessons from working with Clinton and Obama

(7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan

(28:49) Europe: Reasons for the decay of the West

(38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans

(46:55) National debt, government interference in markets, fixing education

(1:09:24) DSA vs Democrats

Follow Rahm:

https://x.com/RahmEmanuel

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/@allin

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
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

8 augustus 2026 · 1 uur 15 min
Afspelen

(0:00) Bestie intros! Brad Gerstner fills in for Chamath Lees meer

(2:16) Major shakeups at Google: AI brain drain or better strategy?

(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?

(45:44) All-In Summit Speaker Announcements!

(48:01) Airtable sells for a 90% discount: SaaSpocalypse?

(1:05:56) Chinese AI labs are buying US training data to catch up

Apply for Summit 2026:

https://allin.com/events

Follow Brad:

https://x.com/altcap

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://x.com/the_ai_investor/status/2084687703707361429

https://x.com/Tesla/status/2085365278276284803
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

5 augustus 2026 · 48 min
Afspelen

(0:00) Saronic founders join the show! Lees meer

(4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1

(13:04) $3B destroyers vs. Marauder

(21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy

(25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?

(31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?

(36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs

Thanks to our partners for making this possible!

Creative Planning. As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1

Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE

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/@allin

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
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

1 augustus 2026 · 1 uur 37 min
Afspelen

(0:00) Bestie intros Lees meer

(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called

(20:20) China's advantage and green shoots for the US economy

(34:12) Frontier Labs say "SLOW DOWN AI"

(1:01:15) Why are frontier labs "burning books"?

(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"

(1:24:44) Science Corner: Understanding and mapping the brain

Apply for All-In Summit 2026:

https://allin.com/events

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/@allin

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.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html

https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b

https://polymarket.com/event/fed-decision-in-september-762

https://situational-awareness.ai

https://www.cnbc.com/quotes/US30Y

https://x.com/nicolasfulghum/status/2082083884578050299

https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321

https://www.pacingthefrontier.com/

https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html

https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive

vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28

https://www.google.com/finance/beta/quote/ASML:NASDAQ

https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html

https://polymarket.com/event/ipos-before-2027

https://polymarket.com/event/us-enacts-ai-safety-bill-…
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

28 juli 2026 · 1 uur 9 min
Afspelen

(0:00) Intro: Humanoids, Robots, & AI+ Lees meer

(0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids

(13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate

(15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform

(22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff"

(33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable

(42:36) Amanda McMaster: Chinese Robotics Security Risks

(47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts

(58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor?

Thanks to our partners for making this possible!

AppLovin Ads is AppLovin's AI advertising platform reaching over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day. AppLovin Ads is now open to all advertisers. Sign up at https://applovin.com/ALLIN

If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates.

Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for up to 10% off! Which is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X)

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/@allin

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credi…
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

24 juli 2026 · 1 uur 34 min
Afspelen

(0:00) Bestie intros! Lees meer

(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture

(27:38) Anthropic/OpenAI historic growth rates, China's long game

(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy

(1:07:12) Google and Tesla stocks tank on surging AI capex

(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights

Apply for All-In Summit 2026:

https://allin.com/events

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/@allin

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://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons

https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi

https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai

https://x.com/mkratsios47/status/2079933645888880708

https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747

https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks

https://stratechery.com/2026/whos-afraid-of-chinese-models

https://x.com/CommerceGov/status/2080341953086886387

https://x.com/tickerplus/status/2080123562560504240

https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking

https://x.com/sama/status/2077817060068057493

https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20

https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

https://techstartups.com/2026/07/22/nearly-200-silicon-valley…
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

20 juli 2026 · 42 min
Afspelen

(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble Lees meer

(7:50) AI's real-world limits: why enterprise AI is harder than expected

(16:38) Transitioning to an AI-First Workspace

(21:26) Health & AI: self-directed healthcare and biometric data

(24:30) Politics, wealth tax, and AI as a truth-seeking force

(35:12) Knicks & Sports Talk

Thanks to our partners for making this possible!

AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN

Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE

Follow Mark:

https://x.com/mcuban

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/@allin

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
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

18 juli 2026 · 1 uur 30 min
Afspelen

(0:00) Bestie intros! Lees meer

(1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body

(20:01) Stripe, Block, and Advent offer $53B to acquire PayPal

(37:51) Apple sues OpenAI, alleging stolen trade secrets

(42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model

(59:53) NY bans datacenters, becoming first state to enact a moratorium

(1:22:57) Science Corner: New data on reversing aging!

Adopt Ronnie the Dog:

https://www.instagram.com/reels/Da0pGahBwaW

Apply for All-In Summit 2026:

https://allin.com/events

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://x.com/chamath/status/2077502408528212144

https://x.com/demishassabis/status/2076957440109625718

https://x.com/satyanadella/status/2076323181154230284

https://x.com/Jason/status/2076231055443440105

https://x.com/SquawkCNBC/status/2077741908391031246

https://thinkingmachines.ai/news/introducing-inkling

https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415

https://x.com/politico/status/2077315780144996633

https://x.com/DavidSacks/status/1978145266269077891

https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15

https://www.tipranks.com/news/the-fly/block-contributing-to-equity-for-paypal-takeover-bid-cnbc-says-thefly-news

https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf

https://finance.yahoo.com/technology/ai/articles/apple-lawsuit-threatens-openais-hardwa…
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

15 juli 2026 · 50 min
Afspelen

(0:00) Former Intel CEO Pat Gelsinger joins Jason! Lees meer

(1:41) What Went Wrong at Intel

(15:19) Why a Taiwan Blockade Would Cripple the US Economy

(25:00) Lovable's Anton Osika: One Million New Apps a Week

(33:38) How Lovable is Bringing Down Builder Costs

Thanks to our partners for making this possible!

Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin

PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for 10% off! It is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X)

Follow Pat:

https://x.com/PGelsinger

Follow Anton:

https://x.com/antonosika

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/@allin

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

And a special thank you to Raise Summit for hosting us in Paris
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

14 juli 2026 · 52 min
Afspelen

(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs Lees meer

(15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic

(31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour

(42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models

Thanks to our partners for making this possible!

Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. https://airwallex.com/allin

Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode=

Follow Mati:

https://x.com/mati

Follow Max:

https://x.com/MaxJunestrand

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/@allin

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

And a special thank you to Raise Summit for hosting us in Paris
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

11 juli 2026 · 1 uur 42 min
Afspelen

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! Lees meer

(2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence

(27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly

(54:29) CCP considering putting export controls on Chinese models, is open source ending in China?

(1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism

Apply for Summit 2026:

https://allin.com/events

Follow Brad:

ttps://x.com/altcap

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://polymarket.com/event/ipos-before-2027

https://x.com/thejessezhang/status/2074154325933424861

https://x.com/praveenTweets/status/2074605343439810922

https://x.com/nikesharora/status/2074802778074124434

https://x.com/nikesharora/status/2074814752174522857

https://x.com/brian_armstrong/status/2070670644577280109

https://x.com/andyfang/status/2074252174226493584

https://x.com/nikesharora/status/2074630732019036574

https://x.com/finkd/status/2075218444056707458

https://x.com/alighodsi/status/2074996561306955958

https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight

https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed

https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07

https://x.com/KurtSupeCPA/thread/2074817292550984010
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

10 juli 2026 · 1 uur 4 min
Afspelen

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) Lees meer

(1:50) Reasoning, Inference, and Breaking Moore's Law

(16:28) Open Source, AI Sovereignty, and the Road to AGI

(40:54) The Innovation Behind Generative Video (Robin Rombach)

(47:31) Martin Scorsese, Robots, and the Future of Hollywood IP

Thanks to our partners for making this possible!

AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN

Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. https://www.nasdaq.com/convergence-economy

Follow Andrew:

https://x.com/andrewdfeldman

Follow Robin:

https://x.com/robrombach

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/@allin

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

4 juli 2026 · 1 uur 42 min
Afspelen

(0:00) Bestie intros: Happy Fourth of July! Lees meer

(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"

(33:52) Update on the AI jobs debate

(50:24) Anthropic's Fable 5 available after export restrictions lifted

(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO

(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union

Apply for Summit 2026:

https://allin.com/events

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://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models

https://x.com/PalantirTech/status/2072326189079757277

https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f

https://www.google.com/finance/quote/FIG:NYSE

https://x.com/DavidSacks/status/2072673187666813226

https://x.com/chamath/status/2072665199786561713

https://x.com/quxiaoyin/status/2072428278976074115

https://x.com/chamath/status/2072390507628540213

https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us

https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary

https://x.com/GavinNewsom/status/2070496029280276571

https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed

https://x.com/JeanneIves/status/2072165726526308719

https://polymarket.com/event/democratic-presidential-nominee-2028
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

29 juni 2026 · 1 uur 1 min
Afspelen

(0:00) Nate Silver joins the pod! Lees meer

(10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India

(25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base

(34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems

(45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed

(50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard

(55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC

Thanks to our partners!

Northwest Registered Agent — Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at northwestregisteredagent.com/ALLINFREE

PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at https://www.plaud.ai/allin and use code ALLIN for 10% off! It is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN10X)

Follow Nate:

https://x.com/NateSilver538

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
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

27 juni 2026 · 1 uur 42 min
Afspelen

(0:00) Gavin Baker and Travis Kalanick join the show! Lees meer

(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC

(22:51) Future of the Democratic Party, the Israel issue, social media bans

(45:12) China's open-source AI catch up, distillation, OpenAI's new chip

(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware

(1:10:17) The math behind distributed compute and datacenters in space

(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price

Follow Gavin:

https://x.com/GavinSBaker

Follow Travis:

https://x.com/travisk

Apply for Summit 2026:

https://allin.com/events

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://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579

https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710

https://x.com/thestustustudio/status/2067356255916536120

https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127

https://x.com/EndWokeness/status/2069645066252034288

https://x.com/america/status/2069622732279402804

https://x.com/realmaalouf/status/2069433391162798337

https://x.com/JoshBlockDC/status/2070108811851882691

https://x.com/EndWokeness/status/2069776474429624684

https://x.com/EndWokeness/status/2068829255786803368

https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people

https://x.com/Pirate…
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

23 juni 2026 · 1 uur 3 min
Afspelen

(0:00) David Friedberg intros GameStop CEO Ryan Cohen! Lees meer

(1:56) Building and selling Chewy for $3.35B, how to compete with Amazon in e-commerce

(11:58) Post-Chewy life, activist investing, the road to GameStop CEO, expanding into collectibles

(26:39) Why he wants to buy eBay for $56B: Massive potential, poor execution (slow growth, rising expenses, seller relationship failure)

(43:58) Ryan's three-part vision for eBay: Cut costs, expand live commerce, create digital in-game collectible marketplace

(49:33) Why eBay has rejected the offer, media bias against GameStop

Thanks to our partners!

AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN

Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. https://www.nasdaq.com

Follow Ryan:

https://x.com/ryancohen

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
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

20 juni 2026 · 1 uur 24 min
Afspelen

(0:00) Bestie intros! Lees meer

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and trillionaire reactions

(33:34) Behind the scenes of Anthropic's Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

Apply for Summit 2026:

https://allin.com/events

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://finance.yahoo.com/markets/crypto/articles/illinois-set-begin-taxing-bitcoin-172237413.html

https://www.wsj.com/livecoverage/spacex-ipo-stock-market-06-12-2026

https://www.cnbc.com/2026/06/16/spacex-spcx-cursor-acquisition-ipo.html

https://www.bbc.com/news/articles/cgrk21wnvy9o

https://www.wsj.com/livecoverage/fed-meeting-warsh-interest-rate-06-17-2026/card/musk-swaps-300-million-tesla-options-for-shares-he-can-vote-qPrqq5tcKEzb2vkcqiXg

https://www.cbsnews.com/news/spacex-spcx-stock-ipo-welder-employee-millionaire

https://www.semafor.com/article/06/13/2026/white-house-move-to-limit-anthropic-linked-to-concerns-about-chinese-access-to-mythos

https://www.wired.com/story/sk-telecom-anthropic-mythos-export-controls

https://www.washingtonpost.com/technology/2026/06/15/how-anthropic-lost-white-houses-trust-then-its-flagship-product

https://x.com/DavidSacks/status/2065853007619588171

https://www.wsj.com/tech/ai/amazon-ceos-talks-with-u-s-officials-triggered-crackdown-on-anthropic-models-dcc90578

https://www.anthropic.com/news/fable-mythos-access

https://stratechery.com/2026/anthrop…
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections

13 juni 2026 · 1 uur 42 min
Afspelen

(0:00) Besties are back! Lees meer

(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns

(29:16) The AI regulatory capture trap, pragmatic safety solutions

(37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks"

(59:22) Liquidity recap: Best moments and takeaways

(1:05:39) Inflation heats up: CPI and PPI see 3+ year highs

(1:12:27) California's loose election laws creating integrity doubts

Apply for Summit 2026:

https://allin.com/events

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.anthropic.com/news/claude-fable-5-mythos-5

https://x.com/Scobleizer/status/2064641097310335294

https://x.com/GergelyOrosz/status/2064618497150210391

https://x.com/cremieuxrecueil/status/2064433331970720187

https://x.com/Yuchenj_UW/status/2064524668208545955

https://stratechery.com

https://x.com/peter_szilagyi/status/2064620043896291671

https://darioamodei.com/post/policy-on-the-ai-exponential

https://screendna.org

https://x.com/DavidSacks/status/2065120386660880765

https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html

https://polymarket.com/event/ipos-before-2027

https://polymarket.com/event/how-high-will-inflation-get-in-2026

https://polymarket.com/event/fed-rate-hike-in-2026

https://x.com/robbystarbuck/status/2063602942637158423

https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme

https://www.dol.gov/newsroom/releases/osec/osec20260218

https://www.secretservice.gov/newsro…

Alle afleveringen

Arvind Krishna & Nikesh Arora: Quantum Threat, Open vs Frontier AI, AI Cyber Warfare & SaaS Collapse

Dylan Field: Is AI Replacing Designers?, Design is the New Code & Democratizing Creativity

CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer

Elizabeth Holmes' Husband Billy Evans: The Trial, Prison & Nathan Fielder's Documentary

Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him

Is Claude Conscious? Pope Rejects, Model Welfare Movement, OpenAI's Math Backlash, France Riots

Trump's Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions

Jake Paul & The Chainsmokers: Turning Fame into Funds, Jake Enters Politics? & Venture Bubble Signs

Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential

Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete

Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

Bill Gurley: Searching for Feynman

Jared Isaacman: A New Era for NASA and American Space Exploration

Nick Shirley: Exposing Government Fraud, Suing California & Taking on the Media

Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta's Future

Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem

JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the Midterms

Satya Nadella on the AI Doomer Slowdown, Microsoft's Master Plan & Who Wins AI

Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger

Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump)

AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay

World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections