Paul Olufemi

[The All-In Podcast @theallinpod]

America's Next 250: Remember Who We Are

All-In Summit's Opening Video:

[The All-In Podcast @theallinpod]

BIG EPISODE 🚨: AI Kills Everybody or Doomer Psyop?

-- AI Researcher's Doomsday Warning Goes Viral

-- OpenAI’s Math Breakthrough: AI Training Privacy and Agent Swarm Innovation

-- Nike’s $200B Collapse: How Business Mistakes and Corporate Wokeism Killed an Iconic Brand

(0:00) Bestie intros!

(0:35) AI Doomsday: Valid concern or Doomer psyop?

(33:40) Steelmanning AI Doomsday scenarios and the impact on Anthropic's IPO

(58:45) OpenAI says it cracked a 200 year old math problem, but did it front-run users with their own data?

(1:19:55) Nike removed from S&P 100 after stock tanks 80%: What went wrong? $NKE

[The All-In Podcast @theallinpod]

🚨 POD UP!

@chamath , @Jason , @DavidSacks and @friedberg discuss:

-- OpenAI Ships GPT-6 "Astra": Is AGI Already Here?

-- The Hugging Face "Hack": Agent Breakout Or Leaked API Keys?

-- Bernie Sanders Demands A Total AI Pause

-- Jensen Buys Hugging Face, Nvidia Goes Open Source $NVDA

-- Mamdani Bans AI For 600,000 NYC Students

-- Trump's Venezuela Oil Deal: 65B Barrels

(0:00) Bestie intros: Happy 50th Chamath!
(1:17) OpenAI releases GPT-6 Astra: Have they reached AGI?
(19:01) All-In Summit: Scholarships available!
(19:56) Dwarkesh's Hugging Face hack article sparks a Bernie Sanders AI ban
(37:03) EAs, AI-brained influencers, and the conflicts of interest
(59:26) Mamdani bans AI in NYC schools K-8
(1:18:58) US-Venezuela oil deal

The All-In Summit is only 1 week away! You won't want to miss it: https://t.co/6Khb1HoLF4

[The All-In Podcast @theallinpod]

THE BESTIES ARE BACK! 🚨

-- China's Robot Olympics and the Optimus Future $TSLA

-- $NVDA and $CRM Rip on Big Earnings: Narrative Violations

-- Bessent vs. Druckenmiller: Yield Curve Suppression, Debt Spiral, How to Fix?

-- Druck's AI WSJ Op-Ed Controversy

-- CIA Chief Visits Moscow

-- Science Corner: $MRNA Cancer Vaccine

(0:00) Bestie intros: Recapping recent interviews and the state of American science

(3:31) China's Robot Olympics, Optimus update, Grok Bot

(9:05) Nvidia and Salesforce rip after big earnings: AI Capex Bubble and SaaSpocalypse narratives get reversed

(33:32) Bessent gets called out by Druckenmiller for bond market interference

(1:01:33) AI writing controversy: Druck used AI to write his WSJ Op-ed

(1:15:00) CIA Chief visits Moscow, Meta's settlement and new teen rules

(1:22:52) Science Corner: Moderna's mRNA cancer vaccine

[The All-In Podcast @theallinpod]

🚨 POD UP! The Core Four are back!

-- Dario Amodei Breaks His Silence: Regulatory Capture or Real Concern?

-- The Anti-Data Center Revolt: Abbott, Shapiro, and the GOP Panic Memo

-- A "DMV for AI"? Sacks Says the Open Source Ban Is Coming

-- Friedberg's RSI Thesis: Why Regulating AI May Be a Fool's Errand

-- a16z Under DOJ Investigation Over a 1914 Law

-- Midterms Toss-Up: 53% of Young Conservatives Want Government Grocery Stores

(00:00) Besties are back!

(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash

(10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"

(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement

(56:33) a16z under DOJ investigation over "interlocking directorates"

(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag

Come hang with the Besties at the All-In Summit | September 13-15:
https://t.co/ctguerI0TE #AllInSummit

[The All-In Podcast @theallinpod]

🚨 SUMMER FRIDAY POD!

Gavin Baker fills in for Chamath and Friedberg, joining Sacks and Jason

BIG DOCKET:

-- Anthropic Targeting $2T Valuation in October IPO

-- Zuck's AI Manifesto, Impact on $META

-- $NVDA $500B AI Bet

-- Grok's Major Comeback, $SPCX's Strategy

-- NJ and Mamdani vs $AMZN

(0:00) Gavin Baker joins the show!

(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing

(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI

(56:41) All-In Summit Speaker Announcements!

(58:13) Nvidia's $500B financing plan, how the AI market could fall apart

(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers

(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy

(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B

[Chamath Palihapitiya @chamath]

Speaker lineup for this year’s Summit is 🔥

[The All-In Podcast @theallinpod]

🚨 The All-In Summit 2026 Speaker Announcement:

Jensen Huang (@JensenHuang), CEO of NVIDIA
Satya Nadella (@satyanadella), CEO of Microsoft
Jared Isaacman (@rookisaacman), NASA Administrator
Gwynne Shotwell (@Gwynne_Shotwell), President and COO of SpaceX
Martin Shkreli (@MartinShkreli), Investor
Nick Shirley (@nickshirleyy), Independent Journalist
Jake Paul (@jakepaul), Investor and Entrepreneur

Plus, appearances from your favorite Besties Guesties, Brad Gerstner (@altcap) and Bill Gurley (@bgurley)!

More speaker announcements coming soon. Be there when it happens this September 13-15: https://t.co/e4PyODqQ9b #AllInSummit

[The All-In Podcast @theallinpod]

POD UP!🚨 Fifth Bestie @altcap Joins the Show!

Brad fills in for @chamath and the Besties discuss:

-- Google's AI Shakeup: Brain Drain or Strategy? $GOOG

-- SpaceX's Massive Quarter: Terafab, Capex, EWS, $1T Projection $SPCX

-- Airtable Sells for a 90% Discount, Signs of SaaSpocalypse? $BSP

-- US Data is Fueling Chinese AI

(0:00) Bestie intros! Brad Gerstner fills in for Chamath

(2:16) Major shakeups at Google: AI brain drain or better strategy?

(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?

(45:44) All-In Summit Speaker Announcements!

(48:01) Airtable sells for a 90% discount: SaaSpocalypse?

(1:05:56) Chinese AI labs are buying US training data to catch up

[Chamath Palihapitiya @chamath]

Pod!!!!

[The All-In Podcast @theallinpod]

🚨 POD UP! The Core Four is BACK

The Besties discuss:

-- Can the AI Industry Regulate Itself?

-- Stripe Bids $53B for PayPal w/ Block and Advent ($PYPL)

-- The Death of Tokenmaxxing?

-- Apple Sues OpenAI ($AAPL)

-- Grok Build Data Leak ($SPCX)

-- The Datacenter Psyop, NY's Ban

-- Science Corner: Aging Reversal Breakthrough?

(0:00) Bestie intros!

(1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body

(20:01) Stripe, Block, and Advent offer $53B to acquire PayPal

(37:51) Apple sues OpenAI, alleging stolen trade secrets

(42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model

(59:53) NY bans datacenters, China catches up

(1:22:57) Science Corner: New data on reversing aging!

[The All-In Podcast @theallinpod]

🚨 POD UP! Fifth Bestie Brad Gerstner is BACK!

@altcap fills in for @friedberg:

-- OpenAI vs Anthropic IPOs

-- The Open Source Decision in July 2026

-- Meta's New Model, Zuck's Price War

-- China to Crack Down on Open Source?

-- Trump Accounts Launch

(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 SpaceX, 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

[The All-In Podcast @theallinpod]

FOURTH OF JULY WEEKEND POD! 🚨

Besties are BACK!

-- AI Sovereignty Wars

-- Palantir-Nvidia Deal

-- Alex Karp's CNBC "Crash Out"

-- Fable 5 Restrictions Lifted

-- SCOTUS Birthright Ruling

-- Newsom’s CA Budget Lie

-- Could California break apart the Union?

(0:00) Bestie intros: Happy Fourth of July!

(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crash Out"

(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

[The All-In Podcast @theallinpod]

POD UP! 🚨

Gavin Baker and Travis Kalanick fill in for Friedberg

-- Mamdani's Socialists Sweep NYC

-- China Catches Up in AI Coding

-- Micron's Blowout Quarter, AI Memory Crunch

-- IPO Update: Anthropic $3T!?

++ much more!

(0:00) @GavinSBaker and @travisk 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 hits 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

[The All-In Podcast @theallinpod]

POD UP! 🚨

Besties are back to discuss:

-- SpaceX's record IPO, Cursor deal, and the first trillionaire

-- The modern politburo and the new oligarchy (@friedberg cooks)

-- Behind the scenes of the Anthropic Fable ban

-- Iran War peace deal

(0:00) Bestie intros!

(2:41) The New Oligarchs, America's incoming politburo, and learned helplessness

(14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions

(33:34) Behind the scenes of the Anthropic Fable ban

(1:01:18) Claude psychoanalyzes its creator, Dario Amodei

(1:14:31) Iran War MOU and the market impact

[The All-In Podcast @theallinpod]

LATE NIGHT DROP! 🚨

Big show. Core four are back.

-- Anthropic's Fable Backlash

-- Nationalizing AI, and the "Capitalist Cucks"

-- Inflation Heats Up

-- California’s Broken Election System

(0:00) Besties are back!

(0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns

(29:16) The AI regulatory capture trap, pragmatic safety solutions

(37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks"

(59:22) Liquidity recap: Best moments and takeaways

(1:05:39) Inflation heats up: CPI and PPI see 3+ year highs

(1:12:27) California's loose election laws creating integrity doubts

[The All-In Podcast @theallinpod]

LIQUIDITY: The IPO Comeback Panel

@altcap, @andrewdfeldman, and @Will4Planet join @Jason and @chamath for a panel on the 2026 IPO market from a founder's perspective.

(0:00) CEOs Andrew Feldman (@cerebras) and Will Marshall (@planet) join the Besties!

(2:05) Both CEOs on going public: Impact on employees, customers, and business operations

(13:18) Timelines for datacenters in space

(19:28) Cerebras business breakdown, AI's impact on the silicon market

(24:45) How Founder/CEOs think about liquidity on the road to going public

Thanks to our partners for making this possible!

EY (@EYnews) - Great tech starts with a big idea. From startup to scale, EY helps tech founders get financials right early so they can focus on what’s next.
https://t.co/2RztVYiTEM

NYSE (@NYSE) - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://t.co/cUEk8dbFI4

Plaud (@PLAUDAI) - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://t.co/PWuXqT54NI

[The All-In Podcast @theallinpod]

ALL-IN POD IS LIVE! 🚨

Massive show

Gavin Baker (@GavinSBaker) subs in for Sacks to talk:

-- Andrej Karpathy Joining Anthropic: Impact on the AI Race?

-- SpaceX S-1 Breakdown: The $2T Case, Elon Web Services, Datacenters in Space

-- Nvidia’s Big Beat and Shock Selloff

-- Why America Has Turned on AI

-- Trump Pulls AI Order

-- Market Update: Inflation, Bond Crisis?

-- Did the US-China Summit Flop?

(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! Three major businesses and the case for $2T

(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?

[David Sacks @DavidSacks]

💪

[The All-In Podcast @theallinpod]

POD UP! 🚨

Fifth Bestie Brad Gerstner (@altcap) fills in for Friedberg

-- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory

-- Dario's potential monopoly... could Anthropic overtake the Mag 7?

-- The "FDA for AI" panic: Policy flip or fake news?

-- Trading the AI market, state of the economy

(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