Uploaded July 2026 | Updated September 2026, 2 weeks ago
(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:
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:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@allin
Follow on LinkedIn:
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:
cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b
polymarket.com/event/fed-decision-in-september-762
situational-awareness.ai
cnbc.com/quotes/US30Y
https://x.com/nicolasfulghum/status/2082083884578050299
theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321
pacingthefrontier.com
cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html
dwarkesh.com/p/why-compute-might-get-10x-more-expensive
vreuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28
google.com/finance/beta/quote/ASML:NASDAQ
cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
polymarket.com/event/ipos-before-2027
polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027
https://x.com/v_nefodov/status/2082927219224060043
wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20
https://punchbowl.news/article/tech/thune-anthropic
wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae
https://x.com/OpenAI/status/2082577277246972300
carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter
https://x.com/Jason/status/2082577230941557068
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
404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop
youtube.com/watch?v=d1azwUwKrPo&t=39s
arxiv.org/pdf/2602.16417
#allin #tech #news
(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:
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:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@allin
Follow on LinkedIn:
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:
cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html
wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b
polymarket.com/event/fed-decision-in-september-762
situational-awareness.ai
cnbc.com/quotes/US30Y
https://x.com/nicolasfulghum/status/2082083884578050299
theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321
pacingthefrontier.com
cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html
dwarkesh.com/p/why-compute-might-get-10x-more-expensive
vreuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28
google.com/finance/beta/quote/ASML:NASDAQ
cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
polymarket.com/event/ipos-before-2027
polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027
https://x.com/v_nefodov/status/2082927219224060043
wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20
https://punchbowl.news/article/tech/thune-anthropic
wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae
https://x.com/OpenAI/status/2082577277246972300
carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter
https://x.com/Jason/status/2082577230941557068
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
404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop
youtube.com/watch?v=d1azwUwKrPo&t=39s
arxiv.org/pdf/2602.16417
#allin #tech #news
