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

    Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
    2026/08/08

    (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

    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:

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

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    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
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    1 時間 15 分
  • Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

    Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
    2026/08/05

    (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

    Thanks to our partners for making this possible!

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

    Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
    2026/07/31
    (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 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-before-2027/us-enacts-ai-safety-bill-before-2027 https://x.com/v_nefodov/status/2082927219224060043 https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20 https://punchbowl.news/article/tech/thune-anthropic https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae https://x.com/OpenAI/status/2082577277246972300 https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter https://x.com/Jason/status/2082577230941557068 https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s https://arxiv.org/pdf/2602.16417
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    1 時間 37 分
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