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All In Podcast Episode 267 Recap and Notes April 10 2026

April 10 2026 Brad Gerstner back in for Friedberg Just do stuff - build and don’t ruminate Works at all levels of society and desires Anthropic Mythos Found many security vulnerabilities Good job setting up Project Glasswing - signed up a bunch of amazing companies like Google, Apple, etc to find vulnerabilities before hackers exploit them OpenAI and Google will likely do the same thing with their upcoming powerful models While Anthropic has a track record of scaring people alongside their product releases or fund raising - in this instance it does seem they have been very responsible Frontier Model Forum cooperates and coordinates on items of such high importance Why did they contact these software giants and NOT nuclear reactor makers, airplane manufacturers, airline operators, etc? Anthropic ankles OpenClaw Switch to API usage instead of $200 bundle Are they giving themselves an unfair advantage? Apparent competitors for OpenClaw Hermes Anthropic Claude ...
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All In Podcast Episode 266 Recap and Notes April 3 2026

 April 3 2026 No Sacks 😟 SpaceX IPO $1.75T reported valuation Should merge with Tesla to reduce noise and overhead for Elon Moon manufacturing and logistics might be simpler - lower gravity, no atmosphere, make it easier to move things around without friction Could be a fraction of the cost of doing the same on earth Robots will help move Humans to the moon Could be a fundamental parallel technology infrastructure This is enabling other amazing entrepreneurs - like Vast making space stations, etc This will unleash a huge economy of things that we have no idea about Last mile logistics needs to be built Space garbage collection needs to be figured out Power generation is being worked on Intersection of autonomy, robotics and space travel will expand humanity’s potential Rebuttal to socialists on earth who are trying to stop everything More 2026 IPOs Anthropic, OpenAI, Databricks Maybe Stripe, Canva, Cerebras Riskier the further down the IPO chain you’re in Cla...

All In Podcast Episode 265 Recap and Notes March 27 2026

E265: March 27 2026 Anthropic on a generational run Jensen called Opus 4.5/6 an inflection point (similar as Michael Dell) Anthropic releasing features out the wazoo - incredible pace Company made an early bet on coding/agentic coding - working really well for them They make the best coding products People pitting Anthropic and OpenAI just for drama Both companies seem to be accounting revenue differently and the businesses are quite different Emil Michael apparently smeared in article about his involvement with Anthropic and potential rivals - classic deflection by leftists OpenAI losing share? Risk is low because its very well established Could become the default consumer AI app - like how people pay for phones and electricity - OpenAI could be there Could be new platform like smartphone App store Google has a strong position here - they could release their own OpenClaw - people already trust them Impact of AI on valuations One thing that can help is looking at ho...

All In Interview - Michael Intrator, Aravind Srinivas, Arthur Mensch, Daniel Roberts - Recap and Notes - March 22 2026

March 23 2026 (from NotebookLM) Interview 1: Michael Intrader (CEO of CoreWeave) Company Background: CoreWeave didn’t start as an AI cloud company. They started in 2017 as an algorithmic natural gas hedge fund, pivoted to crypto mining (Ethereum) using GPUs, and then moved up the complexity stack to CGI rendering and medical research. The Pivot to AI: In 2020/2021, they bought A100 GPUs and donated them to a volunteer open-source project called EleutherAI. When those researchers went back to their day jobs, they demanded CoreWeave's infrastructure, which launched their AI training business. Their first large commercial client was Inflection. Where They Sit: CoreWeave operates "above the Nvidia GPUs but below the models," focusing solely on the infrastructure and software integration needed for purpose-built AI clouds. Thinks of Inference as monetization of the training of the model The "Box" Financing Model (Important Concept): Intrader explained how...

All In Interview - Matt Mahan - Recap and Notes - March 22 2026

March 22 2026 (from notebookLM) Intro Matt Mahan is the current Mayor of San Jose and is running for Governor of California. He grew up in a working-class family in Watsonville, went to college on a work-study scholarship, and spent a decade in the tech sector building civic tools like Causes and Brigade. He decided to run for local office after knocking on 10,000 doors and hearing voters complain about paying high property taxes without seeing basic services delivered. State Spending, Dysfunction, and Accountability California has increased state government spending by 75% ($150 billion) over six years, but outcomes have remained flat or worsened. Mahan points to the state's high-speed rail project as a prime example of a lack of accountability, noting that $14 billion has been spent over 20 years on consultants, lawyers, and environmental reviews without delivering a product. While there is outright fraud—such as $30 billion in fraudulent pandemic unemployment claims—...

All In Interview - Jensen Huang - Recap and Notes - March 19 2026

March 19 2026 No weekly show only for Trump, Jesus and Jensen 🙂 (from NotebookLM + myself) Groq acquisition AI Factory Jensen introduces "Dynamo," which he describes as the operating system for the next industrial revolution's "AI factory". The core technology of Dynamo is "disaggregated inference," a complex processing pipeline that spreads different workloads across heterogeneous computing like GPUs, CPUs, switches, and Groq processors. Jensen states that Nvidia has fundamentally evolved from a GPU company into an AI factory company. Agentic AI The AI industry is moving from simple large language models to "agentic processing," where AI agents use working memory, long-term memory, and utilize tools, which puts heavy demands on storage systems. Because modern data centers must run highly diverse workloads (large models, small models, diffusion, auto-regressive), Nvidia developed the Vera Rubin architecture, effectively expandin...

All In Interview - John Fetterman - Recap and Notes - March 18 2026

March 18 2026 (from NotebookLM) Political Identity & "Moral Clarity" Label shift: Fetterman ran as a "progressive" back in 2015/2016, but completely dropped the label around 2021/2022. Now he just calls himself a standard "Democrat". Weird Polling Stat: He noted a poll showing his approval rating is roughly 50/50 with Democrats, but actually higher (in the 60s) with Republicans. Core Philosophy: "Country over party" & "moral clarity". He refuses to just take the opposing view of the Republicans on every single issue, which he says the rest of his party is doing right now. Who leads the Dem Party today? -> He literally said "TDS" (Trump Derangement Syndrome) is governing the Democratic party right now. If Trump likes something, Dems automatically hate it. Foreign Policy (Israel & Iran) Israel: He is "unapologetically" supportive of Israel. Calls it a "just war" and complete...