(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: 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 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   Thanks to our partners for making this possible!  As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1 With over nine million acres protected across all fifty states, The Conservation Fund secures the irreplaceable lands we love. Learn more at http://conservationfund.org Follow Eric: https://x.com/ericweinstein 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  

(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 #allin #tech #news  

(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: ⁠http://theallinsummit.com⁠ ⁠#AllInSummit⁠ 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/allinpodIntro   Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburgIntro   Video Credit: https://x.com/TheZachEffect   #allin #tech #news

(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and privacy concerns (18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired (28:25) AI, drones, facial recognition, and avoiding predictive policing (39:43) Safety is a privilege and who actually needs Flock (45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on   Thanks to our partners for making this possible!  AppLovin Ads is AppLovin's AI advertising platform reaching 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. AppLovin Ads is now open to all advertisers. Sign up at http://applovin.com/ALLIN  Numeral is the trusted solution for U.S. sales tax, VAT, and GST, used by 3,000+ businesses globally. They handle registrations, filings, and tax rates, so you can stay ahead of risk. Learn more at https://www.numeral.com/?utm_source=all-in   Follow Garrett: https://x.com/glangley     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    #allin #tech #news  

(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 Apply for Summit 2026: https://allin.com/events Follow Gavin: https://x.com/gavinsbaker 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/@theallinpod 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.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026 https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion https://x.com/elonmusk/status/2052069691372478511 https://www.meta.com/thefutureisforeveryone https://x.com/Home_of_Fight/status/2086504599444140344 https://x.com/JensenHuang/status/2086934705207959965 https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html https://www.google.com/finance/beta/quote/WDAY:NASDAQ https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html

(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reasons for the decay of the West (38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans (46:55) National debt, government interference in markets, fixing education (1:09:24) DSA vs Democrats Follow Rahm: https://x.com/RahmEmanuel 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

(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 Apply for Summit 2026: https://allin.com/events Follow Brad: https://x.com/altcap 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/@theallinpod 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://x.com/the_ai_investor/status/2084687703707361429 https://x.com/Tesla/status/2085365278276284803

(0:00) Saronic founders join the show! (4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1 (13:04) $3B destroyers vs. Marauder (21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy (25:55) Could 10,000 Corsairs actually lock down a 20-mile strait? (31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan? (36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs Thanks to our partners for making this possible! Creative Planning. As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. https://ad.doubleclick.net/ddm/trackclk/N2598215.3565131ALLIN/B36182939.452362736;dc_trk_aid=646454825;dc_trk_cid=260464105;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1 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 https://www.northwestregisteredagent.com/ALLINFREE 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

(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"? (1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle" (1:24:44) Science Corner: Understanding and mapping the brain Apply for All-In Summit 2026: https://allin.com/events 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 Referenced in the show: https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b https://polymarket.com/event/fed-decision-in-september-762 https://situational-awareness.ai https://www.cnbc.com/quotes/US30Y https://x.com/nicolasfulghum/status/2082083884578050299 https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321 https://www.pacingthefrontier.com/ https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28 https://www.google.com/finance/beta/quote/ASML:NASDAQ https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027 https://x.com/v_nefodov/status/2082927219224060043 https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20 https://punchbowl.news/article/tech/thune-anthropic https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae https://x.com/OpenAI/status/2082577277246972300 https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter https://x.com/Jason/status/2082577230941557068 https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s https://arxiv.org/pdf/2602.16417