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All In Podcast Episode 289 Recap and Notes September 11 2026

September 11 2026

All In Podcast Episode 288 Recap and Notes September 4 2026

September 4 2026 Chamath 50th Birthday Chamath got a birthday letter from POTUS Chamath’s son was an intern at the White House in the summer and might have got it set up for him OpenAI Astra Greg Brockman claims AGI Altman is also hyping up future releases Benchmark results are apparently off the charts Gemini also dropped a good model, GrokBot looks good, open source models are very good, Anthropic will definitely have a good response - so seems American AI models are doing well - Sacks gets some credit for sure Besties think its like the late 90s internet boom/frenzy One difference is the revenue seems to be real - in the dotcom boom it was more speculation SF AI boom is leading to a mansion shortage 🙂 If you add up every IPO that SF has ever had - it will be just 1/4th of the Anthropic IPO AIS 2026 Dwarkesh coverage of OpenAI/HuggingFace hack Seems frontier labs are now using this as a reason to push for regulation that will become regulatory capture This will ...

All In Podcast Episode 287 Recap and Notes August 28 2026

August 28 2026 Eric Weinstein interview debrief China’s Robot Olympics AI optimism in China is 80% - in the US that’s 30% Jason pumping Optimus Besties pumping GrokBot Nvidia rising and SaaSPocalypse end? Record setting performance Stock up 9% Great numbers and great guidance (70% growth next year - Wall St expected 45%) World’s most valuable company at $5.5T Salesforce also up big Chamath called this in May episode Friedberg was on the Salesforce earnings call explaining how hard it is to make a business level CRM, more than vibe coding The SaaSPocalypse is a vertical SaasPocalypse, not for general purpose tools like CRM, Salesforce, etc Salesforce / Anthropic partnership Benioff is willing to let Claude be the user front end He is betting that Salesforce will be the best system of record The AI Agent will be able to use Salesforce better than any Salesforce administrator and you can work with it better - unlocking trapped value They might have their own agents...

All In Interview - Michael Kratsios - Recap and Notes - August 24 2026

August 24 2026 (from gemini) Michael Kratsios – Director of the White House Office of Science and Technology Policy (OSTP) The OSTP Mandate & "Science: A New Golden Age" : The Office of Science and Technology Policy coordinates the fragmented U.S. science apparatus across the NSF, Department of Energy national labs, DARPA/Department of War, and the NIH. Kratsios rejects the notion that the administration is "anti-science," pointing to the flagship policy blueprint Science: A New Golden Age . The administration's goal is to double U.S. scientific output by empowering individual researchers, cutting bureaucratic red tape, and restoring empirical inquiry and the scientific method over institutional dogma. Politicization, Dogma, and Rebuilding Public Trust : Kratsios argues that the broader scientific community has suffered a severe loss of public trust over the last two decades, culminating during the COVID-19 pandemic. When public health leadership (such ...

All In Podcast Episode 286 Recap and Notes August 21 2026

August 21 2026 Dario defends himself Denies his rhetoric has been too negative about AI Rejects regulatory capture accusations Data center rhetoric is actually working because Texas and Pennsylvania are doing some kind of regulation to stop/slow them down Treasury yields are going up so why will folks invest in Data centers? Should industry use an SRO to self regulate? China was able to land a rocket with steel faster than SpaceX because Elon is still waiting for FAA approval China winning AI will change American economy Open source AI ban is coming They are laying the ground FINRA/FAA for AI Will create standards that open models won’t be able to meet China move to control tech companies back fired on them - US AI regulation will have similar results here - FDI will fall off a cliff in response to bad regulation Americans need to be convinced that AI is not coming after them AI has only led to net job creation - the job loss narrative is however still taking hold Da...

All In Interview - Garret Langley - Recap and Notes - August 17 2026

August 17 2026 (from Gemini) Garrett Langley – Founder and CEO of Flock Safety Scale, Community Footprint & Public Safety Impact : Founded nine years ago, Flock Safety has expanded into roughly 6,000 cities across the United States. Over the past year, the technology helped law enforcement solve over one million crimes and recover more than 10,000 missing persons (including Amber Alerts, abducted children, and elderly individuals with dementia). In a single representative month, the platform assisted in finding 1,125 missing people and recovering over 20,000 stolen vehicles. ALPR Technology Boundaries vs. Competitor Overreach : Flock’s automated license plate reading (ALPR) cameras take still images of vehicles and capture identifying external characteristics—such as license plates, makes, models, colors, roof racks, bumper stickers, dents, and missing hubcaps. Langley emphasizes clear product boundaries that differentiate Flock from competitors: the system does not perform fa...