All-In with Chamath, Jason, Sacks &amp; Friedberg

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Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla Merger Sep 15, 2026

Show notes

(0:00) SpaceX's Gwynne Shotwell joins The Besties!

(1:45) Gwynne's SpaceX story, selling rockets, and working for Elon

(6:45) Running modern day SpaceX: AI, Starlink, Rockets, and X

(13:43) Direct to cell with Starlink, retiring rockets, competition

(18:34) Data centers in space

(22:00) Management at SpaceX

(27:37) Elon Musk joins: AI's real risk, model peer review, what he meant by "Dario is right"

(36:53) Elon and Gwynne on their working relationship, Starship's future

(46:16) Terafab, Tesla, Flying cars?, merging Tesla and SpaceX

(52:51) Lying AIs, how to do AI peer review right

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Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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Jensen Huang: The Doomer Hoax, Superintelligence Is Here, and The Future of AI (ft. President Trump) Sep 14, 2026

Show notes

(0:00) Jensen Huang joins The Besties!

(1:39) Thoughts on Dario's blog, Frontier Labs calling to slow down AI, and Doomer psychology

(9:58) Sensible AI regulation and RSI

(16:05) Hugging Face acquisition, future of Open Source, and the race with China

(22:58) President Trump calls in live to discuss the Doomer Hoax

(31:29) The AI boom and Nvidia's capital allocation strategy

(40:21) Nvidia's Open Source model ambitions, thoughts on Elon's Terafab

Thanks to our partners for making this possible!

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EY helps tech innovators scale from startup to exit to megacap. You build the future. We'll handle the rest. http://www.ey.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

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AI Kills Everybody or Doomer Psyop? OpenAI's Math Breakthrough, Nike's $200B Collapse Sep 11, 2026

Show notes

(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/hilbertspaess/status/2097476196791709843

Referenced in the show:

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

GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal Sep 04, 2026

Show notes

(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

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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

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine Aug 29, 2026

Show notes

(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

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https://www.cnbc.com/2026/08/27/nvidia-nvda-q2-earnings.html

Referenced in the show:

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

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics Aug 26, 2026

Show notes

(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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Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China Aug 24, 2026

Show notes

(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

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#allin #tech #news

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up Aug 21, 2026

Show notes

(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:

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#allin #tech #news

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety Aug 18, 2026

Show notes

(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

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