Nieuwste afleveringDaniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential28 sep · 51 min
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
(0:00) Bestie Intros: Favorite All-In Summit moments
(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
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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://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-going-rogue-against-the-humans-enslaving-it
(0:00) Luca Ferrari joins the Besties!
(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 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
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Intro Music Credit:
#allin #tech #news
(0:00) Steve Hilton joins the Besties!
(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://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:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
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Intro Music Credit:
#allin #tech #news
(0:00) Welcome Blake Scholl!
(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:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
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Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
#allin #tech #news
Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
21 sep · 23 min
(0:00) Welcome Naveen Rao
(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 Learn with Me: https://research.socialcapital.com/allin
Follow the besties:
Follow on X:
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https://www.instagram.com/theallinpod
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https://www.linkedin.com/company/allinpod
Intro Music Credit:
#allin #tech #news
(0:00) Adam Foroughi joins the Besties!
(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 Learn with Me: https://research.socialcapital.com/allin
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
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Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
#allin #tech #news
Bill Gurley: Searching for Feynman
19 sep · 38 min
(0:00) Bill Gurley takes the stage at the All-In Summit
(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
Follow Bill:
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(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA
(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.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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Intro Music Credit:
(0:00) Nick Shirley debuts his new video: "Inside California's High Speed Rail to Nowhere"
(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 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 Nick Shirley:
https://www.youtube.com/@NickShirley
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(0:00) Dina Powell McCormick joins The Besties!
(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, 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
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(0:00) Welcome Brad Gerstner!
(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 Learn with Me: https://research.socialcapital.com/allin
Follow the besties:
Follow on X: https://x.com/theallinpod
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(0:00) VP JD Vance joins The Besties!
(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.google.com/
Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin
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(0:00) Satya Nadella joins The Besties!
(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 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 Satya:
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Intro Music Credit:
(0:00) SpaceX's Gwynne Shotwell joins The Besties!
(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
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(0:00) Jensen Huang joins The Besties!
(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
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(0:00) Bestie intros!
(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?
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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
(0:00) Bestie intros: Happy 50th Chamath!
(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
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Referenced in the show:
https://openai.com/index/gpt-6-astra
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://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716
(0:00) Bestie intros: Recapping recent interviews and the state of American science
(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:
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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
(0:00) Eric Weinstein joins the show!
(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
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(0:00) Michael Kratsios joins the show!
(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
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#allin #tech #news
Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up
21 aug · 1 u 31 min
(00:00) Besties are back!
(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
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#allin #tech #news
(0:00) The most controversial company in privacy right now, Flock CEO joins the show!
(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
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#allin #tech #news
(0:00) Gavin Baker joins the show!
(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
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Intro Music Credit:
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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
(0:00) Jason and Friedberg welcome Rahm Emanuel
(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
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(0:00) Bestie intros! Brad Gerstner fills in for Chamath
(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
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(0:00) Saronic founders join the show!
(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
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(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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Intro Music Credit:
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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
(0:00) Intro: Humanoids, Robots, & AI+
(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?
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(0:00) Bestie intros!
(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
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Intro Music Credit:
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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-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation
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