All-In with Chamath, Jason, Sacks & Friedberg

(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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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

(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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Follow the besties:
https://x.com/chamath
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg

(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
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 Gwynne:
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Follow Elon:
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Follow the besties:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect

(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
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 Jensen:
https://x.com/JensenHuang
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

(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?
Follow the besties:
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Follow on X:
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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/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
https://x.com/spencerpratt/status/2096390079132360936
https://x.com/DrEliDavid/status/2096519550103691364