All-In with Chamath, Jason, Sacks & Friedberg

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

(0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2 Apply for Summit 2026: https://allin.com/events [https://allin.com/events] Follow Travis: https://x.com/travisk [https://x.com/travisk] 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.texastribune.org/2025/01/22/austin-texas-rents-falling [https://www.texastribune.org/2025/01/22/austin-texas-rents-falling] https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html [https://www.cnbc.com/2026/04/13/openai-touts-amazon-alliance-in-memo-microsoft-limited-our-ability.html] https://polymarket.com/event/gpt-5pt5-released-on [https://polymarket.com/event/gpt-5pt5-released-on] https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982 [https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982] https://x.com/RihardJarc/status/2044725910566220095 [https://x.com/RihardJarc/status/2044725910566220095] https://x.com/RoundtableSpace/status/2041897604708233650 [https://x.com/RoundtableSpace/status/2041897604708233650] https://x.com/chamath/status/2043811625967530056 [https://x.com/chamath/status/2043811625967530056] https://x.com/pmarca/status/2042742413098450998 [https://x.com/pmarca/status/2042742413098450998] https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15 [https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15] https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0 [https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0] https://x.com/zerohedge/status/2043520934930239860 [https://x.com/zerohedge/status/2043520934930239860] https://x.com/APompliano/status/2041946174677217733 [https://x.com/APompliano/status/2041946174677217733] https://x.com/IAPolls2022/status/2041589297489305717 [https://x.com/IAPolls2022/status/2041589297489305717] https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today [https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today] https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009 [https://www.nbcnews.com/politics/elections/eric-swalwell-drops-bid-california-governor-sexual-misconduct-allegati-rcna277009] https://x.com/great_martis/status/2044454944808571015 [https://x.com/great_martis/status/2044454944808571015] https://x.com/GlobalMktObserv/status/2044059352466690501 [https://x.com/GlobalMktObserv/status/2044059352466690501] https://x.com/mattcerminaro/status/2044546097230626819 [https://x.com/mattcerminaro/status/2044546097230626819] https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517 [https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517] https://x.com/JoeBiden/status/1815080881981190320 [https://x.com/JoeBiden/status/1815080881981190320] https://x.com/TimRunsHisMouth/status/1815088017847333273 [https://x.com/TimRunsHisMouth/status/1815088017847333273] https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation [https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation]

Anthropic's $30B Ramp, Mythos Doomsday, OpenClaw Ankled, Iran War Ceasefire, Israel's Influence

(0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact Apply for Summit 2026: https://allin.com/events [https://allin.com/events] Follow Brad: https://x.com/altcap [https://x.com/altcap] 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.youtube.com/watch?v=INGOC6-LLv0 [https://www.youtube.com/watch?v=INGOC6-LLv0] https://openai.com/index/better-language-models [https://openai.com/index/better-language-models] https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf [https://cdn.openai.com/better-language-models/language_models_are_unsupervised_multitask_learners.pdf] https://x.com/steipete/status/2040811558427648357 [https://x.com/steipete/status/2040811558427648357] https://x.com/juliusai/status/2041292301234999668 [https://x.com/juliusai/status/2041292301234999668] https://polymarket.com/event/ipos-before-2027 [https://polymarket.com/event/ipos-before-2027] https://www.google.com/finance/quote/IGV:BATS [https://www.google.com/finance/quote/IGV:BATS] https://polymarket.com/event/anthropic-ipo-closing-market-cap-119 [https://polymarket.com/event/anthropic-ipo-closing-market-cap-119] https://truthsocial.com/@realDonaldTrump/posts/116351998782539414 [https://truthsocial.com/@realDonaldTrump/posts/116351998782539414] https://truthsocial.com/@realDonaldTrump/posts/116363336033995961 [https://truthsocial.com/@realDonaldTrump/posts/116363336033995961] https://truthsocial.com/@realDonaldTrump/posts/116365796713313030 [https://truthsocial.com/@realDonaldTrump/posts/116365796713313030] https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html [https://www.nytimes.com/2026/04/07/us/politics/trump-iran-war.html] https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6 [https://www.state.gov/releases/office-of-the-spokesperson/2026/03/secretary-of-state-marco-rubio-remarks-to-press-6]

Josh Shapiro on Trump, Iran War Chaos, Israel's Failure, the Economy, and 2028 Race

(0:00) Jason intros PA Governor Josh Shapiro (1:40) Shapiro's blueprint for PA: pro-growth, pro-freedom, less red tape, prosecuting fraud (13:05) Wealth tax debate, what Dems are getting wrong on business (20:17) 2024 Democratic collapse, future of the party, socialist wing (38:12) How Congress has become "pathetic," political corruption (47:18) Antisemitism, Netanyahu's failures, and the chaos of the Iran War Follow Gov. Shapiro: https://x.com/GovernorShapiro [https://x.com/GovernorShapiro] 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]

The Companies Changing Warfare Forever: Palantir & Anduril Execs on Drones, AI & the Future of War

(0:00) Friedberg Intros Palantir's Shyam Sankar and Anduril's Trae Stephens (0:56) Palantir Origins: CIA Analyst Joins 20-Person Startup (2:54) War, Deterrence & Silicon Valley's Defense Tech Taboo (8:39) US vs China: Drone Gap, Shipbuilding & 2027 Taiwan Threat (12:27) Anduril's Arsenal-1 Factory & Fixing US Munitions Supply Chain (41:48) Autonomous Weapons, AI Decision-Making & Future of War (47:15) Anthropic vs Pentagon: Ethics of AI in Combat (50:39) Palantir Surveillance State Claims (55:57) Anti-Defense Culture Origins: Vietnam, Snowden & Foreign Influence 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 Trae: https://x.com/traestephens [https://x.com/traestephens] Follow Shyam: https://x.com/ssankar [https://x.com/ssankar] 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]

SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity

(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react 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.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals [https://www.bloomberg.com/news/articles/2026-04-01/spacex-is-said-to-file-confidentially-for-ipo-ahead-of-ai-rivals] https://companiesmarketcap.com [https://companiesmarketcap.com] https://www.youtube.com/watch?v=Tf_UjBMIzNo [https://www.youtube.com/watch?v=Tf_UjBMIzNo] https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549 [https://courts.delaware.gov/supreme/oralarguments/download.aspx?id=5549] https://polymarket.com/event/ipos-before-2027 [https://polymarket.com/event/ipos-before-2027] https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot [https://www.bloomberg.com/news/articles/2026-04-01/openai-demand-sinks-on-secondary-market-as-anthropic-runs-hot] https://x.com/DrewPavlou/status/2038967293343096896 [https://x.com/DrewPavlou/status/2038967293343096896] https://polymarket.com/event/us-x-iran-ceasefire-by [https://polymarket.com/event/us-x-iran-ceasefire-by] https://polymarket.com/event/us-forces-enter-iran-by [https://polymarket.com/event/us-forces-enter-iran-by] https://tradingeconomics.com/commodity/urea [https://tradingeconomics.com/commodity/urea] https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin [https://www.natesilver.net/p/trump-approval-ratings-nate-silver-bulletin] https://polymarket.com/event/march-inflation-us-annual-higher-brackets [https://polymarket.com/event/march-inflation-us-annual-higher-brackets] https://www.instagram.com/reels/DWhj1SrjvTU [https://www.instagram.com/reels/DWhj1SrjvTU] https://www.youtube.com/@ElishaLong [https://www.youtube.com/@ElishaLong]