OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

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]

Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom

(0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy 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://x.com/WallStreetApes/status/2052413443739951366 [https://x.com/WallStreetApes/status/2052413443739951366] https://www.anthropic.com/news/higher-limits-spacex [https://www.anthropic.com/news/higher-limits-spacex] https://x.com/elonmusk/status/2052073463029055926 [https://x.com/elonmusk/status/2052073463029055926] https://x.com/shaunmmaguire/status/2052075296002625942 [https://x.com/shaunmmaguire/status/2052075296002625942] https://x.ai/news/anthropic-compute-partnership [https://x.ai/news/anthropic-compute-partnership] https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard [https://www.realtor.com/news/trends/nvidia-pultegroup-span-date-center-backyard] https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil [https://www.gradesaver.com/there-will-be-blood/study-guide/a-brief-history-of-standard-oil] https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html [https://www.nytimes.com/2026/05/04/technology/trump-ai-models.html] https://x.com/SusieWiles47/status/2052192419718783246 [https://x.com/SusieWiles47/status/2052192419718783246] https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html [https://www.nytimes.com/2026/05/05/business/dealbook/trump-ai-regulation.html] https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf [https://www.whitehouse.gov/wp-content/uploads/2026/03/03.20.26-National-Policy-Framework-for-Artificial-Intelligence-Legislative-Recommendations.pdf] https://x.com/ahall_research/status/2052042535661691282 [https://x.com/ahall_research/status/2052042535661691282] https://x.com/SenSanders/status/2052116733683470556 [https://x.com/SenSanders/status/2052116733683470556]

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience 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.instagram.com/missthingthepod [https://www.instagram.com/missthingthepod] https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 [https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273] https://polymarket.com/event/ipos-before-2027 [https://polymarket.com/event/ipos-before-2027] https://x.com/aakashgupta/status/2049723185617412550 [https://x.com/aakashgupta/status/2049723185617412550] https://arxiv.org/pdf/1803.03635 [https://arxiv.org/pdf/1803.03635] https://x.com/AISecurityInst/status/2049868227740565890 [https://x.com/AISecurityInst/status/2049868227740565890] https://x.com/ns123abc/status/2049527702076449244 [https://x.com/ns123abc/status/2049527702076449244] https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28 [https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28] https://x.com/ns123abc/status/2049527702076449244 [https://x.com/ns123abc/status/2049527702076449244] https://www.google.com/finance/quote/CSCO:NASDAQ [https://www.google.com/finance/quote/CSCO:NASDAQ] https://x.com/chamath/status/2049864100143104420 [https://x.com/chamath/status/2049864100143104420] https://x.com/zerohedge/status/2049895327566561683 [https://x.com/zerohedge/status/2049895327566561683] https://x.com/lifeof_jer/status/2048103471019434248 [https://x.com/lifeof_jer/status/2048103471019434248] https://x.com/levie/status/2049163935182733396 [https://x.com/levie/status/2049163935182733396] https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing [https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing]