All-In with Chamath, Jason, Sacks & Friedberg

(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?
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https://x.com/DavidSacks
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://x.com/hilbertspaess/status/2097476196791709843
https://x.com/EvanHub/status/2097497037956891126
https://x.com/BernieSanders/status/2097705093520863568
https://x.com/GovPritzker/status/2097715871309312220
https://x.com/DavidSacks/status/2097861539491463331
https://www.youtube.com/watch?v=e_ZDQKq2F08
https://x.com/DavidSacks/status/2097861539491463331
https://polymarket.com/event/ipos-before-2027
https://x.com/bgurley/status/2097690522437444050
https://x.com/polynoamial/status/2097381286193316203
https://x.com/OpenAI/status/2097374640582668336
https://x.com/OpenAI/status/2097375276384567642
https://finance.yahoo.com/markets/stocks/articles/nike-loses-spot-p-100-120000497.html
https://x.com/libsoftiktok/status/2096970501017010461
https://x.com/spencerpratt/status/2096390079132360936
https://x.com/DrEliDavid/status/2096519550103691364

(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://theallinsummit.com
 
Follow the besties: 
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https://x.com/DavidSacks
https://x.com/friedberg
 
Follow on X:
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Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
 
Intro Video Credit:
https://x.com/TheZachEffect
 
Referenced in the show:
https://openai.com/index/gpt-6-astra
https://www.washingtonpost.com/technology/2026/09/03/openai-greg-brockman-says-its-new-model-astra-is-agi
https://www.axios.com/2026/09/03/axios-interview-sam-altmans-sobering-siren
https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026
https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027
https://x.com/chamath/status/2095511879951192279
https://x.com/Jason/status/2095521697411514626
https://scale.stanford.edu/research-in-action/understanding-evidence-base-ai-k12-education
https://www.politico.com/news/2026/09/02/trumps-seen-the-data-center-polling-and-he-still-supports-them-01061244
https://abc7ny.com/post/new-york-city-public-schools-banning-ai-use-middle-school-year/19778716

(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
Come hang with the Besties at the All-In Summit | September 13-15:
http://theallinsummit.com
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
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Follow on Instagram:
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Follow on TikTok:
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Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
Intro Video Credit:
https://x.com/TheZachEffect
Referenced in the show:
https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html
https://finance.yahoo.com/markets/stocks/article/how-nvidia-silenced-the-bears-105017893.html
https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027
https://polymarket.com/event/largest-company-end-of-december-2026
https://www.cnbc.com/2026/08/18/treasury-yields-.html
https://www.cnbc.com/2026/08/24/bessent-1-trillion-treasury-general-account-bond-buybacks.html
https://seekingalpha.com/news/4636322-wall-street-sees-bessent-putting-fear-of-god-into-bond-vigilantes
https://www.wsj.com/opinion/let-the-bond-market-speak-81529d74
https://www.wsj.com/world/cia-director-john-ratcliffe-makes-surprise-trip-to-moscow-c1c68fa6
https://polymarket.com/event/russia-x-ukraine-ceasefire-agreement-by

(0:00) Eric Weinstein joins the show!
(03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat
(21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer review, fund people not ideas
(41:36) Ed Witten drove physics off a cliff, and is Renaissance Technologies a secret Los Alamos?
(52:49) Boom, Vroom, Zoom: Did stagnant physics save the human species?
(01:07:11) UAPs, multi-temporal adversaries, and Einstein's prison
(01:16:12) China poaches our best scientists, AI reads the trash can corpus
 
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Follow Eric:
https://x.com/ericweinstein
Follow the besties:
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https://x.com/DavidSacks
https://x.com/friedberg
 Follow on X:
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 Follow on Instagram:
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 Follow on TikTok:
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 Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
 Intro Video Credit:
https://x.com/TheZachEffect

(0:00) Michael Kratsios joins the show!
(01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain 
(8:16) Climate science cuts: RCP 8.5 gets pulled and the "climate emergency" narrative collapses
(13:45) $47B at NIH, Eroom's Law, and golden tickets: has American science stagnated? 
(22:24) Big bold bets: Genesis Mission, quantum by 2028, fusion by 2035, boots on the moon in '28 
(34:04) The great race with China: $33B to $670B, and 7 out of 10 STEM PhDs aren't American 
(44:09) Fauci did more damage to science than anyone in modern history, and NIH's median researcher is 71



Follow the besties: 
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
 
Follow on X:
https://x.com/theallinpod
 
Follow on Instagram:
https://www.instagram.com/theallinpod
 
Follow on TikTok:
https://www.tiktok.com/@allin
 
Follow on LinkedIn: 
https://www.linkedin.com/company/allinpod
 
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg
 
Intro Video Credit:
https://x.com/TheZachEffect



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