All-In with Chamath, Jason, Sacks & Friedberg

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman)
(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 - Industries, capital, and intelligence are converging into a single, interconnected system, and the infrastructure behind it needs to evolve just as quickly. Nasdaq was built for this moment: Powering more than 135 marketplaces and regulators globally and connecting capital to the companies shaping the future. As the innovation economy accelerates, connectivity becomes the critical asset. Nasdaq is the technology platform that makes it possible, and scalable. Learn more at https://Nasdaq.com
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

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

(0:00) Nate Silver joins the pod!
(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 Plaud.ai/allin and use code ALLIN for up to 20% off! Which is also available on Amazon: https://amzn.to/43URLff (Code: ALLIN20X)
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

(0:00) Gavin Baker and Travis Kalanick join the show!
(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/PirateWires/status/2069146641266094417
https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e
https://x.com/jietang/status/2067580270078030088

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