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All In Podcast Episode 280 Recap and Notes July 10 2026

July 10 2026 Friedberg out on vacation, Brad Gerstner in IPOs SpaceX - already 7th largest company in the world OpenAI, Anthropic expected IPOs hoped to be quite successful (Brad is an investor of course) Intelligence is the largest TAM we have seen in the history of the world Inspite of the open source buzz, frontier models are getting higher share of enterprise spend Case for open source Some companies won’t have the revenue growth to justify frontier model cost Some countries will be happy with the just good enough open source and will prefer sovereignty Case against Complicated to setup open source (bittensor, openrouter, etc) Meta released Muse for coding Sacks joins the show CTOs are trying to control token cost Jesse Zhang Decagon boss had a good blog post on this - how to think about optimizing model costs (when stuff is new you want the best model, when stuff is mature you want to use the cheap model that you have fine tuned) Nikesh Arora tweets were also ...
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All In Interview - Andrew Feldman and Robin Rombach - Recap and Notes - July 9 2026

July 9 2026 Andrew Feldman is back Cerebras CEO Crazy Data Center buildout here Data centers are getting power of the order of small cities Demand is way outstripping our ability to build data centers Cerebras has a $25B backlog - and others are in similar position AI regulation is tricky AI progress will be amazing Robin Rombach Co-Founder and CEO of Black Forest Labs Based in Freiburg and SF Formerly worked at Stable Diffusion Co-invented latent diffusion Reported partnership with Martin Scorcese Human in the loop is very interesting use case - instead of making long full movies with AI, you can parallelize your brainstorming with AI Same multi modal model could not just do image/video processing but also be deployed in a robot
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All In Podcast Episode 279 Recap and Notes July 3 2026

July 3 2026 Palantir Nvidia partnership announced Karp appearance on CNBC went viral Made the case that companies don’t trust the big labs AI Sovereignty importance highlighted Jason has been making this case for months Sacks made an interesting case on X too Karp’s case in succinct terms (from Palantir X account): Palantir CEO Alex Karp on what customers actually want, the real business of frontier labs, and the importance of open source models: "What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it's not being transferred to someone else." Apparently Figma got rug-pulled/blind-sided by Anthropic in this way (their stock has fallen 50% after Claude Design) Claude Design, Claude Code (apparently started after noticing Cursor’s success), etc all seem similar plays This is like the Microsoft play Google also did something similar in the pa...
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All In Interview - Nate Silver - Recap and Notes - June 29 2026

June 29 2026 Nate Silver interviewed by Jason and Friedberg Knicks chat CA election - specifically LA No evidence of fraud Very partisan state Election system is bad - unacceptable that it takes so long Partisanship is the gravity that dictates every election in the US We can predict 43/50 states with 97% accuracy likely at this time itself for the 2028 election Democrat Party intra politics 3 kinds of Dems according to him Left wingers - Bernie Abundance libs - Ezra Klein Resistance lib faction - Gavin Newsom 2028 prognostications NY is more successful than CA because its more practical Gavin Newsom not doing well 2026 mid terms predictions Democrats are 80-85% chance to take the House and 40-45% chance to take the Senate Only thing Trump can do to help the Republicans is to get gas prices down
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All In Podcast Episode 278 Recap and Notes June 26 2026

June 26 2026 Friedberg out, Travis Kalanick/Gavin Baker in Socialists Sweep NY Democratic primaries 10th district - Brad Lander 13th district - Darializa Avila Chavalier 7th district - Claire Valdez Clear response by voters to their message - its working DSA platform is quite “out there” - mainstream Democrats seem to have lost their party DSA co-chair is quoted as saying they are using the Democratic Party as a ballot access vehicle How related is this to importing mass migrants in the previous administration? Did South American right wing election winners win because USAID got defunded? Truth and Justice are an immune system for society When the immune system is compromised, social ills go on the rise Communism is in all of us have you ever been lazy and wanted something for free If this is the way you want to live your life - you get Communism Voting base of DSA is downwardly mobile wealthy educated white liberals They are losing votes ...
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All In Interview - Ryan Cohen - Recap and Notes - June 23 2026

June 23 2026 Friedberg interviews Trying to acquire Ebay Started Chewy First started a jewelry website Then figured out gap in pet industry (neighborhood pet stores, PetCo/PetSmart, Amazon pet offerings weren’t working great till then) Lot of competition ( Pets.com in the background) Sold in 2017 for $3.35B You have to stay on top of everything 24/7 as a founder Will > Skill You have to attract fellow “psychopaths” who are passionate Went public for $20B a few years later Gamestop Started investing post Chewy Was asked to join the board by the CEO to help fend off other activist investor Then covid post crash made him buy more than 5% and had to file D (active) or G (passive) - chose D Then he and some associates joined the board, the stock went vertical, bunch of shorts got wiped out, got rid of all debt, raised $1.7B or so Hired a CEO and more ecommerce people thinking it would be run like Chewy Turned out to be wrong strategy Had to learn about physical ret...
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All In Podcast Episode 277 Recap and Notes June 19 2026

June 19 2026 Great American Politburo This is being formed right now in the US New oligarchs are taking their seats and forming their rule The leaders who elect themselves to dictate the economy Elizabeth Warren, Bernie Sanders, Ro Khanna They want to seize the means of production, control education and the media They lose to their minds any time someone builds something new They are the rising evil empire This is against the spirit of economic mobility in the US - the government giving you things takes this away - you become an indentured slave of the government Human agency is limitless - any time you make a system where the government gives people stuff, you are taking away that agency We are getting to the point where there is no longer any private property in the US Illinois set to begin taxing Bitcoin, Crypto transactions SpaceX IPO Cursor deal $60B consummated Chamath called it $135/share Raised ~$85B Incredible ride over 2 decades Wealth comes from the m...
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