Podcast
All-In
Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg discuss technology, markets, startups, and politics.
Original source
Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI
The episode centers on three big AI/infrastructure stories: Google’s AI leadership shakeup, SpaceX’s blockbuster quarter, and what Airtable’s sale says about SaaS under AI pressure. The panel also debates whether U.S. data-labeling firms are accelerating China’s AI catch-up.
Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships
Saronic’s founders argue autonomous surface ships can give the U.S. Navy mass, survivability, and lower cost at a time when China dominates shipbuilding scale. The episode centers on their rescue mission in the Strait of Hormuz, the economics of destroyers versus unmanned ships, and a major new shipyard announcement in Brownsville, Texas.
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
The hosts open with a sharp warning on leverage after AI/chip stocks sold off and a hedge fund tied to Leopold Aschenbrenner reportedly faced margin pressure. The rest of the episode covers frontier AI regulation, China’s impact on chips and open source, and a long detour into Mamdani’s grocery-store plan and brain-mapping science.
The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs
All-In brings together robotics leaders from Anybotics, 1X, Boston Dynamics, and Agility to debate where humanoids make sense, how fast physical AI is scaling, and how much of the market is really industrial inspection versus home labor. The discussion centers on autonomy, safety, data strategies, China supply-chain risks, and whether robots will soon outperform humans in dangerous or repetitive work.
The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?
The hosts spent most of the episode arguing over Chinese open-source AI, distillation, and whether frontier labs are trying to lock in a government-protected duopoly. They then pivoted to AI capex and Google/Tesla earnings before ending with a heated anti-socialist discussion about NYC eviction, tenant rules, and private property rights.
Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?
Mark Cuban argues the AI boom is not a classic dot-com-style consumer bubble, but it could still wipe out overextended VCs, PE, and infrastructure investors. He says enterprise AI is far harder than expected, current models still fail at basic workflows, and the next big shift will likely come from world models, video, and AI-first teams rather than full job replacement.
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.