All-In with Chamath, Jason, Sacks & Friedberg

Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?

(0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse Follow Bill Gurley: https://x.com/bgurley [https://x.com/bgurley] Apply for Summit 2026: https://allin.com/events [https://allin.com/events] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html [https://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html] https://www.youtube.com/watch?v=ORFrdYSvzuw [https://www.youtube.com/watch?v=ORFrdYSvzuw] https://rdad.org [https://rdad.org] https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf [https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf] https://www.youtube.com/watch?v=0GaKJ4Fp2x4 [https://www.youtube.com/watch?v=0GaKJ4Fp2x4] https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace [https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace] https://darioamodei.com/essay/machines-of-loving-grace [https://darioamodei.com/essay/machines-of-loving-grace] https://x.com/chamath/status/2059850242779136031 [https://x.com/chamath/status/2059850242779136031] https://x.com/vivekgaripalli/status/2059651390784344491 [https://x.com/vivekgaripalli/status/2059651390784344491] https://x.com/edzitron/status/2059122774401311095 [https://x.com/edzitron/status/2059122774401311095] https://p3institute.substack.com/p/from-open-source-software-to-open [https://p3institute.substack.com/p/from-open-source-software-to-open] https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai [https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai] https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad [https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad] https://x.com/Polymarket/status/2060034216906068131 [https://x.com/Polymarket/status/2060034216906068131] https://x.com/savipww/status/2060070450785305030 [https://x.com/savipww/status/2060070450785305030] https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html [https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html] https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo [https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo] https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs [https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs] https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108 [https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108]

SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

(0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Breaking down the three major businesses and the case for a $2T valuation (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes? Follow Gavin Baker: https://x.com/GavinSBaker [https://x.com/GavinSBaker] Apply for Summit 2026: https://allin.com/events [https://allin.com/events] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html [https://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html] https://github.com/karpathy/autoresearch [https://github.com/karpathy/autoresearch] https://github.com/multica-ai/andrej-karpathy-skills/stargazers [https://github.com/multica-ai/andrej-karpathy-skills/stargazers] https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team [https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team] https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4 [https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4] https://x.com/i/broadcasts/1dxYljYVREYJX [https://x.com/i/broadcasts/1dxYljYVREYJX] https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459 [https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459] https://x.com/wallstengine/status/2057378437485216031 [https://x.com/wallstengine/status/2057378437485216031] https://x.com/MorePerfectUS/status/2056842597117636890 [https://x.com/MorePerfectUS/status/2056842597117636890] https://x.com/lulumeservey/status/2057239284487201043 [https://x.com/lulumeservey/status/2057239284487201043] https://polymarket.com/event/spacex-ipo-closing-market-cap-above [https://polymarket.com/event/spacex-ipo-closing-market-cap-above] https://x.com/elonmusk/status/2057228707606196434 [https://x.com/elonmusk/status/2057228707606196434] https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm [https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm] https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf [https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf] https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606 [https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606] https://polymarket.com/event/may-inflation-us-annual [https://polymarket.com/event/may-inflation-us-annual] https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html [https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html] https://polymarket.com/event/fed-rate-hike-in-2026 [https://polymarket.com/event/fed-rate-hike-in-2026] https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html [https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html] https://www.cnbc.com/quotes/US10Y [https://www.cnbc.com/quotes/US10Y]

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026 (1:11:40) Anthropic goes after "Dark SPVs" Follow Marc Benioff: https://x.com/Benioff [https://x.com/Benioff] Save Scooter the Dog: https://animalcare.lacounty.gov [https://animalcare.lacounty.gov] https://www.instagram.com/reels/DYJZFn0R6oY [https://www.instagram.com/reels/DYJZFn0R6oY] Apply for Summit 2026: https://allin.com/events [https://allin.com/events] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] https://x.com/altcap [https://x.com/altcap] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://polymarket.com/event/will-china-invade-taiwan-before-2027 [https://polymarket.com/event/will-china-invade-taiwan-before-2027] https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027 [https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027] https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html [https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html] https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html [https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html] https://www.instagram.com/reels/DYJZFn0R6oY [https://www.instagram.com/reels/DYJZFn0R6oY] https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html [https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html] https://www.youtube.com/watch?v=KO53gwuqZUQ [https://www.youtube.com/watch?v=KO53gwuqZUQ] https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight [https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight] https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/ [https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/] https://x.com/thinkymachines/status/2053938892152435174 [https://x.com/thinkymachines/status/2053938892152435174] https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation [https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation] https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams [https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams]

Charles & Chase Koch on How They Quietly Built a $150B Empire

(0:00) David Friedberg welcomes Charles & Chase Koch (1:04) Koch Inc. Overview: Scale, Business Lines & History (2:21) Building the Business: Early Days & Charles Koch Joins (1961) (11:31) Failures, Creative Destruction & Learning from Mistakes (19:22) Culture & Principle-Based Management (33:53) Georgia-Pacific Acquisition & Culture Transformation (56:17) Stand Together: Education Reform & Social Change (1:12:37) AI, Economic Challenges & the Future of Capitalism Thanks to our partner Axon.ai for making this possible. Axon.ai — 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://axon.ai/allin [https://axon.ai/allin] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect]

Spencer Pratt on Fixing LA: Wildfires, Homelessness, Corruption & the Fight to Take It Back

(0:00) Spencer Pratt vs. the Machine (3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone (14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About (28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall (38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild (52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again (56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight (1:04:22) His 8-Year Vision Thanks to our partner Axon.ai for making this possible. Axon.ai — 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://axon.ai/allin [https://axon.ai/allin] Follow Spencer: https://x.com/spencerpratt [https://x.com/spencerpratt] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://x.com/spencerpratt/status/2049497051793412557?s=20 [https://x.com/spencerpratt/status/2049497051793412557?s=20]