All-In with Chamath, Jason, Sacks & Friedberg

(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, becoming first state to enact a moratorium
(1:22:57) Science Corner: New data on reversing aging!
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Intro Music Credit:
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https://x.com/yung_spielburg
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Referenced in the show:
https://x.com/chamath/status/2077502408528212144
https://x.com/demishassabis/status/2076957440109625718
https://x.com/satyanadella/status/2076323181154230284
https://x.com/Jason/status/2076231055443440105
https://x.com/SquawkCNBC/status/2077741908391031246
https://thinkingmachines.ai/news/introducing-inkling
https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415
https://x.com/politico/status/2077315780144996633
https://x.com/DavidSacks/status/1978145266269077891
https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15
https://www.tipranks.com/news/the-fly/block-contributing-to-equity-for-paypal-takeover-bid-cnbc-says-thefly-news
https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf
https://finance.yahoo.com/technology/ai/articles/apple-lawsuit-threatens-openais-hardware-215438163.html
https://x.com/markgurman/status/2076306380583997665
https://www.engadget.com/2216186/elon-musk-bought-a-gas-turbine-company
https://x.com/Reuters/status/2076957424339050839
https://x.com/teddyschleifer/status/2077596563380072694
https://x.com/teddyschleifer/status/2077606887055306879
https://openai.com/index/prc-linked-influence-operations-ai-debates
https://www.politico.com/news/2026/06/10/openai-china-ai-data-centers-report-00957612
https://trends.google.com/explore?q=GMO%2C%2Fm%2F0dkz0z&date=2010-01-01%202026-07-15&geo=US
https://www.nature.com/articles/s41467-026-75141-2

(0:00) Former Intel CEO Pat Gelsinger joins Jason!
(1:41) What Went Wrong at Intel
(15:19) Why a Taiwan Blockade Would Cripple the US Economy
(25:00) Lovable's Anton Osika: One Million New Apps a Week
(33:38) How Lovable is Bringing Down Builder Costs
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And a special thank you to Raise Summit for hosting us in Paris

(0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs
(15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic
(31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour
(42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models
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Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit https://www.oracle.com/artificial-intelligence/ai-experience/?source=:ex:sn:::::AllIn&SC=:ex:sn:::::AllIn&pcode=
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Intro Music Credit:
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And a special thank you to Raise Summit for hosting us in Paris

(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
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Intro Music Credit:
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Intro Video Credit:
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Referenced in the show:
https://polymarket.com/event/ipos-before-2027
https://x.com/thejessezhang/status/2074154325933424861
https://x.com/praveenTweets/status/2074605343439810922
https://x.com/nikesharora/status/2074802778074124434
https://x.com/nikesharora/status/2074814752174522857
https://x.com/brian_armstrong/status/2070670644577280109
https://x.com/andyfang/status/2074252174226493584
https://x.com/nikesharora/status/2074630732019036574
https://x.com/finkd/status/2075218444056707458
https://x.com/alighodsi/status/2074996561306955958
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.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07
https://x.com/KurtSupeCPA/thread/2074817292550984010

(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
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Intro Music Credit:
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https://x.com/yung_spielburg