All-In with Chamath, Jason, Sacks & Friedberg

(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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https://x.com/yung_spielburg
Intro Video 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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Intro Music Credit:
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https://x.com/yung_spielburg
Intro Video Credit:
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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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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

(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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Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
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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
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:
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Follow on Instagram:
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Follow on LinkedIn:
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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