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All In Podcast Episode 290 Recap and Notes September 25 2026

September 25 2026

  • AIS 2026 Debrief

    • Shoutout to the production team
    • Highlight was the President calling in to Jensen’s talk
      • Not planned but Jensen and Trump were texting back and forth before

  • AI doomerism and push back

    • The labs are just companies
    • Curious times create curious bedfellows
      • Trump, Sacks, Elon, Lina Khan, Zuck, Jensen, Satya
    • AI liability should just be owned by the companies that are developing the problems
    • Stop calling them labs - the last time we had a lab in the social consciousness it was Covid lab and nothing happened to them - so these AI companies are pulling the same trick and avoid liability in court of public opinion
    • All In Lab

  • Pace of model release is insane

    • Sep 9 - DeepSeek 4.1 Flash
    • Sep 17 - Bonsai 2 (fork of Qwen) - 98% of the performance of the big qwen model
    • Sep 20 - Qwen-Image-2.1 open weights that outperforms Nano banana
    • Sep 22 - Mimo-V2.6 - on par with Opus 5
    • Sep 21 - Grok new release
    • Sep 22 - Anthropic Opus 5.5
    • Sep 22 - Meta Muse
    • Sep 23 - GPT Astra Sol + Luna etc
    • Open source open weight models are out there
    • Maybe we are seeing the AI productivity wave/boom here
    • The models are converging so the edge seems to remain in the harness

  • Anthropic and OpenAI IPOs delayed

    • Does Dario deserve super voting shares

    • Why does Chamath keep calling Anthropic Ant?

    • The frontier models are still the most valuable

    • In the last 12 weeks the 80-20 of closed vs open has reversed to open vs closed - this has never happened in the history of business before (the speed)

    • Bifurcation in use cases

  • Political reactions to Pacing the Frontier

    • If Dems win house and senate in mid terms and then Presidency in 2028 - they will stop AI progress

    • Weird that progress has become political

    • Obama doesn’t seem to understand Agentic AI

    • Pretty clear AI boom - if you pause it right now - will benefit mostly left leaning employees of these companies and elect the Democrats to power - the longer the AI boom goes, it will be bad for the Democrats because everyone will win

    • American economy is booming - AI build out is bigger than any infrastructure project in American history

    • This might be like the Chinese king who banned ship building and lost the world to Europe - if Bernie types get their way the US could lose

  • Muse is a hit

    • They say it was inspired by OpenClaw
    • 3M downloads in 10 days
    • Oracle data center issue? force majeure?
    • AI alignment research doubts - Claude constitution seems to include giving the model agency - then how is it aligned to human interests

  • Anthropic biolab launch

    • Claude has made a new discovery related to enzymes

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