Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
All-In with Chamath, Jason, Sacks & Friedberg | 31 jul 2026 | 01:36:34
(0:00) Bestie intros
(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
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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-before-2027/us-enacts-ai-safety-bill-before-2027