More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

(0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: https://allin.com/events [https://allin.com/events] Follow Brad: ttps://x.com/altcap [ttps://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://polymarket.com/event/ipos-before-2027 [https://polymarket.com/event/ipos-before-2027] https://x.com/thejessezhang/status/2074154325933424861 [https://x.com/thejessezhang/status/2074154325933424861] https://x.com/praveenTweets/status/2074605343439810922 [https://x.com/praveenTweets/status/2074605343439810922] https://x.com/nikesharora/status/2074802778074124434 [https://x.com/nikesharora/status/2074802778074124434] https://x.com/nikesharora/status/2074814752174522857 [https://x.com/nikesharora/status/2074814752174522857] https://x.com/brian_armstrong/status/2070670644577280109 [https://x.com/brian_armstrong/status/2070670644577280109] https://x.com/andyfang/status/2074252174226493584 [https://x.com/andyfang/status/2074252174226493584] https://x.com/nikesharora/status/2074630732019036574 [https://x.com/nikesharora/status/2074630732019036574] https://x.com/finkd/status/2075218444056707458 [https://x.com/finkd/status/2075218444056707458] https://x.com/alighodsi/status/2074996561306955958 [https://x.com/alighodsi/status/2074996561306955958] https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight [https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight] https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed [https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed] https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07 [https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07] https://x.com/KurtSupeCPA/thread/2074817292550984010 [https://x.com/KurtSupeCPA/thread/2074817292550984010]

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP Thanks to our partners for making this possible! AppLovin Ads - 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://applovin.com/ALLIN [https://applovin.com/ALLIN] Nasdaq - Industries, capital, and intelligence are converging into a single, interconnected system, and the infrastructure behind it needs to evolve just as quickly. Nasdaq was built for this moment: Powering more than 135 marketplaces and regulators globally and connecting capital to the companies shaping the future. As the innovation economy accelerates, connectivity becomes the critical asset. Nasdaq is the technology platform that makes it possible, and scalable. Learn more at https://Nasdaq.com [https://Nasdaq.com] Follow Andrew: https://x.com/andrewdfeldman [https://x.com/andrewdfeldman] Follow Robin: https://x.com/robrombach [https://x.com/robrombach] 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/@allin [https://www.tiktok.com/@allin] 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]

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union 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://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models [https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models] https://x.com/PalantirTech/status/2072326189079757277 [https://x.com/PalantirTech/status/2072326189079757277] https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f [https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f] https://www.google.com/finance/quote/FIG:NYSE [https://www.google.com/finance/quote/FIG:NYSE] https://x.com/DavidSacks/status/2072673187666813226 [https://x.com/DavidSacks/status/2072673187666813226] https://x.com/chamath/status/2072665199786561713 [https://x.com/chamath/status/2072665199786561713] https://x.com/quxiaoyin/status/2072428278976074115 [https://x.com/quxiaoyin/status/2072428278976074115] https://x.com/chamath/status/2072390507628540213 [https://x.com/chamath/status/2072390507628540213] https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us [https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us] https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary [https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary] https://x.com/GavinNewsom/status/2070496029280276571 [https://x.com/GavinNewsom/status/2070496029280276571] https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed [https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed] https://x.com/JeanneIves/status/2072165726526308719 [https://x.com/JeanneIves/status/2072165726526308719] https://polymarket.com/event/democratic-presidential-nominee-2028 [https://polymarket.com/event/democratic-presidential-nominee-2028]

Nate Silver Predicts: Democrats Take the House, Newsom Is Fading & AOC Might Win It All in 2028

(0:00) Nate Silver joins the pod! (10:02) California's ballot counting problem: Raman's late-mail surge, ballot harvesting claims, and why the US counts slower than India (25:18) Democrats' three-way civil war: The left, the abundance libs, and Newsom's "resistance lib" base (34:48) The winning 2028 playbook: Anti-oligarch messaging, why young men want control, and immigrants fleeing the Dems (45:48) How algorithmic social media entrenches polarization: Elon's X, filter bubbles, and the death of the chronological feed (50:01) 2026 midterm predictions: 85-90% Dem House takeover, Senate toss-up, and the Iran/gas price wildcard (55:20) Newsom is collapsing in polls: Nate's 2028 Dem bet is AOC Thanks to our partners! Northwest Registered Agent — Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at northwestregisteredagent.com/ALLINFREE [http://northwestregisteredagent.com/ALLINFREE] PLAUD — If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at Plaud.ai/allin [http://plaud.ai/allin] and use code ALLIN for up to 20% off! Which is also available on Amazon: https://amzn.to/43URLff [https://amzn.to/43URLff] (Code: ALLIN20X) Follow Nate: https://x.com/NateSilver538 [https://x.com/NateSilver538] 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]

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price Follow Gavin: https://x.com/GavinSBaker [https://x.com/GavinSBaker] Follow Travis: https://x.com/travisk [https://x.com/travisk] 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://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579 [https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579] https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710 [https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710] https://x.com/thestustustudio/status/2067356255916536120 [https://x.com/thestustustudio/status/2067356255916536120] https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127 [https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127] https://x.com/EndWokeness/status/2069645066252034288 [https://x.com/EndWokeness/status/2069645066252034288] https://x.com/america/status/2069622732279402804 [https://x.com/america/status/2069622732279402804] https://x.com/realmaalouf/status/2069433391162798337 [https://x.com/realmaalouf/status/2069433391162798337] https://x.com/JoshBlockDC/status/2070108811851882691 [https://x.com/JoshBlockDC/status/2070108811851882691] https://x.com/EndWokeness/status/2069776474429624684 [https://x.com/EndWokeness/status/2069776474429624684] https://x.com/EndWokeness/status/2068829255786803368 [https://x.com/EndWokeness/status/2068829255786803368] https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people [https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people] https://x.com/PirateWires/status/2069146641266094417 [https://x.com/PirateWires/status/2069146641266094417] https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e [https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e] https://x.com/jietang/status/2067580270078030088 [https://x.com/jietang/status/2067580270078030088]