Person
David Friedberg
Host, All-In
Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding
Pat Gelsinger makes the case that Intel’s decline came from losing technical leadership, underinvesting in fabs, and ceding the foundry model to TSMC and the software stack to Nvidia. Anton Osika argues Lovable is turning vibe coding into a scalable platform for both builders and businesses, with massive usage, multi-model routing, and a push toward AI that can help operate companies, not just generate apps.
The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour
ElevenLabs’ Max Junestrand describes the company’s rapid growth in voice AI, from a human-sounding TTS breakthrough to a reported $600M ARR run rate with 600 employees and no product managers. The second half turns to Legora’s legal AI strategy, arguing that AI can compress billable-hour workflows, reshape law-firm pricing, and win with narrow models plus deep legal-data moats.
More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts
The episode centers on trillion-dollar AI IPOs, especially the likely sequencing of Anthropic and OpenAI, and what SpaceX’s public-market playbook suggests for pricing, liquidity, and index inclusion. It then pivots to AI economics, open source versus frontier models, China’s AI policy, and a long closing segment on Trump Accounts as a mass wealth-building and philanthropic platform.
Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
All-In’s episode covers the AI infrastructure boom, arguing that demand for inference and reasoning compute is already booked and that the buildout is reaching city-scale power levels. It then shifts to open source, model sovereignty, safety, and Black Forest Labs’ multimodal generative video work, including AI-assisted creative workflows for film and robotics.
AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
The episode centers on “AI sovereignty,” with the hosts arguing that enterprises and governments should control their own models, data, and inference stacks rather than depend entirely on frontier labs. They also debate AI job displacement, U.S. open-source/export policy, the Supreme Court’s birthright citizenship ruling, and California’s fiscal outlook.
Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028
Nate Silver argued that US politics is dominated by durable polarization, making most states and many election outcomes highly predictable. He also said California’s slow vote count reflects mail-ballot timing rather than fraud, and that Democrats’ strongest 2028 path may run through an anti-oligarch, youth-friendly insurgent message rather than Gavin Newsom.
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
The episode centered on a New York Democratic primary wave for socialist/DSA-backed candidates, with the hosts arguing it reflects a broader ideological and generational realignment in the Democratic Party. The back half shifted to AI infrastructure, China’s model catch-up, Micron’s blowout quarter, and the growing bottlenecks around memory, power, and data-center deployment.
GameStop CEO Ryan Cohen's $56B Plan to Take Over eBay
Ryan Cohen traces the operator playbook behind Chewy and GameStop, then makes the case that eBay is a neglected marketplace with major room for cost cuts and new growth. He argues that live commerce and digital collectibles could transform eBay if the company fixes seller tooling, trims expenses, and leans into its core marketplace model.
World's First Trillionaire, Anthropic Fable Banned, The New Oligarchs, Iran Peace Deal
The episode opens with a long argument about welfare, learned helplessness, and whether redistribution erodes agency before shifting to SpaceX’s blockbuster IPO and the meaning of trillionaire-scale paper wealth. The back half digs into Anthropic’s Fable/Mythos controversy, model access controls, and a debated Iran peace MoU that the hosts frame as a major de-escalation with nuclear and market implications.
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California's Broken Elections
The episode centers on a fierce backlash against Anthropic’s Fable 5 safety controls, prompt retention, and silent downgrades, with the hosts arguing about censorship, regulatory capture, and the rise of open-source alternatives. They then pivot to AI nationalization ideas, inflation and rate risks, and a long segment attacking California’s election system as structurally broken.