『All-In with Chamath, Jason, Sacks & Friedberg』のカバーアート

All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

著者: 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. マネジメント・リーダーシップ リーダーシップ 経済学
エピソード
  • Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
    2026/05/29
    (0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse Follow Bill Gurley: https://x.com/bgurley 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.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html https://www.youtube.com/watch?v=ORFrdYSvzuw https://rdad.org https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf https://www.youtube.com/watch?v=0GaKJ4Fp2x4 https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace https://darioamodei.com/essay/machines-of-loving-grace https://x.com/chamath/status/2059850242779136031 https://x.com/vivekgaripalli/status/2059651390784344491 https://x.com/edzitron/status/2059122774401311095 https://p3institute.substack.com/p/from-open-source-software-to-open https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad https://x.com/Polymarket/status/2060034216906068131 https://x.com/savipww/status/2060070450785305030 https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108
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    1 時間 35 分
  • SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
    2026/05/22
    (0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes? Follow Gavin Baker: https://x.com/GavinSBaker 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.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html https://github.com/karpathy/autoresearch https://github.com/multica-ai/andrej-karpathy-skills/stargazers https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4 https://x.com/i/broadcasts/1dxYljYVREYJX https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459 https://x.com/wallstengine/status/2057378437485216031 https://x.com/MorePerfectUS/status/2056842597117636890 https://x.com/lulumeservey/status/2057239284487201043 https://polymarket.com/event/spacex-ipo-closing-market-cap-above https://x.com/elonmusk/status/2057228707606196434 https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606 https://polymarket.com/event/may-inflation-us-annual https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html https://polymarket.com/event/fed-rate-hike-in-2026 https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html https://www.cnbc.com/quotes/US10Y
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    1 時間 42 分
  • Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
    2026/05/15

    (0:00) Salesforce CEO Marc Benioff joins the show!

    (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms

    (18:46) Taiwan, chips, AI models, and peace through trade

    (31:41) AI's impact on software: What SaaS thrives, what SaaS dies?

    (47:26) OpenAI is considering suing Apple over failed ChatGPT integration

    (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models

    (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026

    (1:11:40) Anthropic goes after "Dark SPVs"

    Follow Marc Benioff:

    https://x.com/Benioff

    Save Scooter the Dog:

    https://animalcare.lacounty.gov

    https://www.instagram.com/reels/DYJZFn0R6oY

    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

    https://x.com/altcap

    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/will-china-invade-taiwan-before-2027

    https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027

    https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html

    https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html

    https://www.instagram.com/reels/DYJZFn0R6oY

    https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html

    https://www.youtube.com/watch?v=KO53gwuqZUQ

    https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight

    https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/

    https://x.com/thinkymachines/status/2053938892152435174

    https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation

    https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams

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    1 時間 17 分
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