All the crap you never needed

October 9 2026 Jason in Japan Claude religion All kinds of religious leaders invited to Anthropic headquarters One of the leaders suggested Anthropic might be guilty of slavery if Claude was conscious and being made to work for free This seems like a new religion/belief system Saying AI is conscious is a new belief system - not based on evidence/data or provable - just ask people to believe it New belief systems create new power structures - our view is different from your view and we want more people on our side and create systems that are advantageous to us Seems Anthropic folks really believe there’s a God in the AI Seems Anthropic’s alignment failures are by design almost - they are creating Claude as a human vs a tool/AI Mustafa Suleyman clip is on point - his reading of Claude’s constitution/instructions from Anthropic Clearly folks inside and out of Anthropic believe its a crime by humans to enslave a species smarter than themselves Why are they over complicating ...

October 2 2026 Chamath shoutout to Starlink Starlink network is like a radar above the earth that can detect stealth aircraft - maybe even UFOs? Super intelligence summit Trump convened all the leaders Labs acknowledge they are responsible for their models Companies will have internal controls Independent auditor Board can act on the auditor’s report Sitting behind all of this is the FTC and SEC which have ability and responsibility to enforce the public commitments of these companies Agreement was entered into voluntarily, but enforcement is not voluntary This should assuage public’s fears about AI This is way more practical than creating some kind of pause on development which would only help China Even Jacob Coxon agreed it was a good outcome Apparently Trump reached out to Dario to get him to attend with all the others This (super intelligence) could be bigger than the industrial revolution Chamath and Sacks share some of the palace intrigue and play by play of the...

September 28 2026 (from Gemini) Co-founder & Executive Chairman of Spotify, Co-founder of Neko Health The Origins of Spotify & Replicating the Playbook: Ek launched Spotify in 2006 at age 23 during an era when music piracy was rampant and the industry was in freefall. To secure early licensing, Ek and his partners guaranteed record labels that they would meet their yearly budgets and bonuses regardless of the platform's success. The product proved its model first in Sweden—capitalizing on the country's early adoption of ultra-fast broadband—before expanding to the UK and taking five years to launch in the US. Ek is currently replicating this exact prolonged, methodical rollout playbook with his new venture in the medical space, Neko Health. The Preventative Healthcare Mandate & Neko Health: Noting that the US spends 18% of its GDP on healthcare (with hundreds of billions directed at heart disease alone), Ek views the current system as structurally flawed becaus...

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 - Me...

September 11 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 ...

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...