Uploaded July 2026 | Updated September 2026, 2 weeks ago
(0:00) Bestie intros!
(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture
(27:38) Anthropic/OpenAI historic growth rates, China's long game
(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy
(1:07:12) Google and Tesla stocks tank on surging AI capex
(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights
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:
artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons
axios.com/2026/07/20/ai-us-china-open-source-kimi
wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai
https://x.com/mkratsios47/status/2079933645888880708
polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747
fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks
stratechery.com/2026/whos-afraid-of-chinese-models
https://x.com/CommerceGov/status/2080341953086886387
https://x.com/tickerplus/status/2080123562560504240
blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking
https://x.com/sama/status/2077817060068057493
reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20
anthropic.com/news/detecting-and-preventing-distillation-attacks
techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation
https://x.com/typesfast/status/2080339052398891244
thefp.com/p/why-new-york-city-has-50000-ghost
#allin #tech #news
(0:00) Bestie intros!
(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture
(27:38) Anthropic/OpenAI historic growth rates, China's long game
(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy
(1:07:12) Google and Tesla stocks tank on surging AI capex
(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights
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:
artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons
axios.com/2026/07/20/ai-us-china-open-source-kimi
wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai
https://x.com/mkratsios47/status/2079933645888880708
polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747
fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks
stratechery.com/2026/whos-afraid-of-chinese-models
https://x.com/CommerceGov/status/2080341953086886387
https://x.com/tickerplus/status/2080123562560504240
blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking
https://x.com/sama/status/2077817060068057493
reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20
anthropic.com/news/detecting-and-preventing-distillation-attacks
techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation
https://x.com/typesfast/status/2080339052398891244
thefp.com/p/why-new-york-city-has-50000-ghost
#allin #tech #news
