All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bill Gurley joins the show!
(6:00) Making yourself valuable in the age of AI, first class of "AI Natives"
(17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians?
(26:54) Anthropic's Digital God: Do they believe they are creating a superior species?
(38:32) AI sovereignty, the next era of privacy, open-source crackdown coming?
(59:56) The Great AI Jobs Debate: Dario and Sam Altman flip their rhetoric, Goldman CEO says no AI job apocalypse
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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://www.vatican.va/content/leo-xiv/en/encyclicals/documents/20260515-magnifica-humanitas.html
https://www.youtube.com/watch?v=ORFrdYSvzuw
https://rdad.org
https://www-cdn.anthropic.com/9214f02e82c4489fb6cf45441d448a1ecd1a3aca/claudes-constitution.pdf
https://www.youtube.com/watch?v=0GaKJ4Fp2x4
https://allpoetry.com/All-Watched-Over-By-Machines-Of-Loving-Grace
https://darioamodei.com/essay/machines-of-loving-grace
https://x.com/chamath/status/2059850242779136031
https://x.com/vivekgaripalli/status/2059651390784344491
https://x.com/edzitron/status/2059122774401311095
https://p3institute.substack.com/p/from-open-source-software-to-open
https://www.theinformation.com/newsletters/the-briefing/anthropic-likely-generating-least-35-revenue-openai
https://www.theverge.com/tech/930447/microsoft-claude-code-discontinued-notepad
https://x.com/Polymarket/status/2060034216906068131
https://x.com/savipww/status/2060070450785305030
https://www.nytimes.com/2026/05/22/opinion/ai-job-crisis-goldman-sachs.html
https://fortune.com/2026/05/26/sam-altman-dario-amodei-walking-back-ai-jobs-apocalypse-prophecies-ipo
https://fortune.com/2026/05/05/dario-amodei-jevons-paradox-will-ai-wipe-out-white-collar-jobs
https://www.entrepreneur.com/business-news/jack-dorseys-block-cuts-4000-jobs-critics-claim/503108

(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! Breaking down the three major businesses and the case for a $2T valuation
(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?
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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://www.cnbc.com/2026/05/19/anthropic-hires-openai-cofounder-andrej-karpathy-former-tesla-ai-lead.html
https://github.com/karpathy/autoresearch
https://github.com/multica-ai/andrej-karpathy-skills/stargazers
https://techcrunch.com/2026/05/19/openai-co-founder-andrej-karpathy-joins-anthropics-pre-training-team
https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-propel-anthropic-into-its-first-profitable-quarter-7edbf2f4
https://x.com/i/broadcasts/1dxYljYVREYJX
https://apnews.com/article/trump-ai-executive-order-ee318f35acc8a2c43e47f3ebf26cb459
https://x.com/wallstengine/status/2057378437485216031
https://x.com/MorePerfectUS/status/2056842597117636890
https://x.com/lulumeservey/status/2057239284487201043
https://polymarket.com/event/spacex-ipo-closing-market-cap-above
https://x.com/elonmusk/status/2057228707606196434
https://www.sec.gov/Archives/edgar/data/1181412/000162828026036936/spaceexplorationtechnologi.htm
https://s201.q4cdn.com/141608511/files/doc_financials/2027/Q127/NVDA-F1Q27-Quarterly-Presentation-FINAL.pdf
https://www.ibtimes.co.uk/leopold-aschenbrenner-investment-shift-agi-over-ai-chips-1797606
https://polymarket.com/event/may-inflation-us-annual
https://www.cnbc.com/2026/05/15/inflation-rate-projected-to-hit-6percent-in-the-second-quarter-top-economic-forecasters-say.html
https://polymarket.com/event/fed-rate-hike-in-2026
https://www.cnbc.com/2026/05/18/treasury-yields-inflation-bond-rout-oil.html
https://www.cnbc.com/quotes/US10Y

(0:00) Salesforce CEO Marc Benioff joins the show!
(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms
(18:46) Taiwan, chips, AI models, and peace through trade
(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?
(47:26) OpenAI is considering suing Apple over failed ChatGPT integration
(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models
(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026
(1:11:40) Anthropic goes after "Dark SPVs"
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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://polymarket.com/event/will-china-invade-taiwan-before-2027
https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027
https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html
https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html
https://www.instagram.com/reels/DYJZFn0R6oY
https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html
https://www.youtube.com/watch?v=KO53gwuqZUQ
https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight
https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/
https://x.com/thinkymachines/status/2053938892152435174
https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation
https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams

(0:00) David Friedberg welcomes Charles & Chase Koch
(1:04) Koch Inc. Overview: Scale, Business Lines & History
(2:21) Building the Business: Early Days & Charles Koch Joins (1961)
(11:31) Failures, Creative Destruction & Learning from Mistakes
(19:22) Culture & Principle-Based Management
(33:53) Georgia-Pacific Acquisition & Culture Transformation
(56:17) Stand Together: Education Reform & Social Change
(1:12:37) AI, Economic Challenges & the Future of Capitalism
Thanks to our partner Axon.ai for making this possible.
Axon.ai — AppLovin's AI advertising platform reaches 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 and advertiser access is still in closed beta. The window is open at https://axon.ai/allin
Follow the besties:
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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) Spencer Pratt vs. the Machine
(3:01) Inside the Palisades Fire: Drained Reservoirs, No Sirens & Watching His House Burn on His Phone
(14:03) Why He's Running for Mayor: FireAid's $100M Scandal & the NGO Corruption Nobody Talks About
(28:10) Karen Bass at 20% & the Real State of Los Angeles: Crime, Homelessness & a City in Free Fall
(38:23) Spencer's Plan to Fix LA: Enforcing Laws, Auditing Everyone & the Billionaires Ready to Rebuild
(52:22) Hollywood, LAUSD & Small Business: What It Actually Takes to Make LA #1 Again
(56:25) The Permitting Nightmare Killing Small Business & How AI Fixes It Overnight
(1:04:22) His 8-Year Vision
Thanks to our partner Axon.ai for making this possible.
Axon.ai — AppLovin's AI advertising platform reaches 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 and advertiser access is still in closed beta. The window is open at https://axon.ai/allin
Follow Spencer:
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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/spencerpratt/status/2049497051793412557?s=20