All-In with Chamath, Jason, Sacks & Friedberg

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

All-In Podcast, LLC 1h 36m 29 days ago

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

0:00 –:––

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Show Notes

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() Bestie intros

() Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called

() China's advantage and green shoots for the US economy

() Frontier Labs say "SLOW DOWN AI"

() Why are frontier labs "burning books"?

() Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"

() Science Corner: Understanding and mapping the brain

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Intro Music Credit:

https://rb.gy/tppkzl

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Intro Video Credit:

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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

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Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Skim the episode first,then decide if it is worth listening.

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