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  • All-In with Chamath, Jason, Sacks & Friedberg
    All-In with Chamath, Jason, Sacks & Friedberg

    1

    All-In with Chamath, Jason, Sacks & Friedberg

    All-In Podcast, LLC

  • Acquired
    Acquired

    2

    Acquired

    Ben Gilbert and David Rosenthal

  • Hard Fork
    Hard Fork

    3

    Hard Fork

    The New York Times

  • TikTok
    TikTok

    4

    TikTok

    Catarina Vieira

  • Waveform: The MKBHD Podcast
    Waveform: The MKBHD Podcast

    5

    Waveform: The MKBHD Podcast

    MKBHD

  • Lex Fridman Podcast
    Lex Fridman Podcast

    6

    Lex Fridman Podcast

    Lex Fridman

  • Darknet Diaries
    Darknet Diaries

    7

    Darknet Diaries

    Jack Rhysider

Essentials

  • برق مع عبدالله السبع
    Tech News
    Tech News

    Updated 15/10/2020

  • Lew Later
    Technology
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    Updated daily

  • Tech Life
    Technology
    Technology

    Every two weeks

  • Babbage from The Economist
    Science
    Science

    Updated weekly

  • Decoder with Nilay Patel
    Business
    Business

    Updated weekly

  • Darknet Diaries
    Technology
    Technology

    Monthly

  • TED Radio Hour
    Technology
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  • The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

    3 days ago

    The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

    (0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights Apply for All-In Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai https://x.com/mkratsios47/status/2079933645888880708 https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747 https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks https://stratechery.com/2026/whos-afraid-of-chinese-models https://x.com/CommerceGov/status/2080341953086886387 https://x.com/tickerplus/status/2080123562560504240 https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking https://x.com/sama/status/2077817060068057493 https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20 https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation https://x.com/typesfast/status/2080339052398891244 https://www.thefp.com/p/why-new-york-city-has-50000-ghost

  • Samsung’s Newest Foldable is Here!

    3 days ago

    Samsung’s Newest Foldable is Here!

    Finally, a classic gadget week! First, it's all about the Garmin Cirqa, the newest Whoop competitor to enter the fray. Then Marques, Andrew, and David debate whether the new Lite Flip minimal phone is worth the asking price. Once the dust settles, it's all about the newest Samsung Z Flip 8, Z Fold 8, and Z Fold 8 Ultra. After that, Marques tries to explain something in tech terms, David talks about the new Peak Design field bracket, and the crew discusses new reporting that Apple is going to start a leasing program as early as next week. Of course, we wrap it all up with trivia. Enjoy! Links: DesFit - Garmin CIRQA video DC Rainmaker - Garmin CIRQA video MKBHD - Galaxy Impressions Light Flip Peak Design Field cage Bloomberg - Apple Leasing Program This episode brought to you by: Framer: https://www.framer.com/waveform Glaze: https://www.glaze.app/waveform Follow us on socials: Marques: https://www.threads.net/@mkbhd Andrew: https://www.threads.net/@andrew_manganelli David: https://www.threads.net/@davidimel Adam: https://www.threads.net/@parmesanpapi17 Ellis: https://twitter.com/EllisRovin Waveform Threads: https://www.threads.net/@waveformpodcast Waveform Instagram: https://www.instagram.com/waveformpodcast/?hl=en Waveform TikTok: https://www.tiktok.com/@waveformpodcast Join the Discord: https://discord.gg/mkbhd Intro/Outro music by 20syl: https://bit.ly/2S53xlC Waveform is part of the Vox Media Podcast Network. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • #498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

    30 Jun

    #498 – Anthony Kaldellis: Roman Empire, Byzantine Empire, Rise & Fall of Empires

    Anthony Kaldellis is a historian of the Roman Empire and author of “The New Roman Empire”, a comprehensive history of the Byzantine Empire (Eastern Roman Empire). Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep498-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/anthony-kaldellis-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Anthony’s Books: https://amzn.to/49AX7Q1 Anthony’s Publications: https://kaldellispublications.weebly.com Anthony’s University of Chicago page: https://classics.uchicago.edu/people/anthony-kaldellis The New Roman Empire (book): https://amzn.to/3PTFTqk Streams of Gold (book): https://amzn.to/4fgRMRq Byzantium & Friends Podcast: https://byzantiumandfriends.podbean.com/ The History of Byzantium Podcast: https://thehistoryofbyzantium.com/ SPONSORS: To support this podcast, check out our sponsors & get discounts: Upwork: Platform for hiring freelancers. Go to https://upwork.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (00:11) – Sponsors, Comments, and Reflections (08:45) – The Roman Empire and the Byzantine Empire (12:42) – 2,200 Years of Roman History (33:06) – Power, violence, and civil war (54:20) – Edict of Caracalla (1:07:17) – Crisis of the Third Century (1:21:45) – Constantine and the new Roman Empire (1:33:46) – Christianity in the Roman Empire (1:59:14) – Fall of the Western Roman Empire (2:12:11) – Eunuchs, Taxes, and Power (2:37:17) – Emperor Justinian and wars of conquest (2:54:19) – The Arab conquests (3:13:55) – Why the Roman empire survived so long (3:40:01) – Lessons from history PODCAST LINKS: – Podcast Website: https://lexfridman.com/podcast – Apple Podcasts: https://apple.co/2lwqZIr – Spotify: https://spoti.fi/2nEwCF8 – RSS: https://lexfridman.com/feed/podcast/ – Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 – Clips Channel: https://www.youtube.com/lexclips

  • Радио-Т 1023

    2 days ago

    Радио-Т 1023

    00:00:00 Вступление 00:14:15 Claude Opus 5 00:32:09 И меры были приняты 00:58:06 OpenAI успешно атаковал Hugging Face 01:26:36 JEP 541: закат macOS/x64 01:33:21 Почему это не работает аудио • лог чата

  • Vanguard

    18 May

    Vanguard

    Vanguard is the most effective vehicle ever created for participating in the fruits of American capitalism. Today it’s the single largest equity owner of the majority of corporations in the S&P 500, on behalf of 50 million clients (including, likely, many of you). And yet Vanguard itself is essentially a communist organization — it has no shareholders, makes no profits, and operates more like REI than Fidelity. If you own a Vanguard fund, you own a piece of the firm itself. Any excess margin instead gets returned to clients in the form of lower fees, which since 1975 have added up to roughly five hundred billion dollars transferred out of Wall Street managers’ pockets and into retail investors’ savings accounts. And oh yeah, it all started as a cockamamie revenge plot by a guy who’d just been fired by his partners. Today we tell the story of communist capitalism at its finest — Vanguard. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. MorganWeAreDevelopers eventServiceNowVercelStatsigLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!Our Vanguard "episode preview" in WSJStay the Course: The Story of Vanguard and the Index Revolution by John C. BogleThe Bogle Effect by Eric BalchunasWorldly Partners' Multi-Decade Vanguard StudyWorldly Partners' Article Generational Investing: The Discipline Behind 100+x OutcomesAll episode sourcesCarve Outs: Our WSJ pieces on Ferrari and VanguardMacBook Pro M5 MaxMichael MacKelvie on YouTubeThe Super Mario Galaxy MovieBrooks Vanguard sneakersMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:00:41 Intro00:05:30 Jack Bogle's Early Life & Family Ruin (1929)00:12:34 Princeton Thesis & Mutual Funds Emerge (1949-1951)00:27:20 Joining Wellington Management (1951)00:30:38 The Go-Go Years & Fidelity's Ascent (1958-1965)00:40:36 Jack Takes the Reins & The Ivest Merger (1965)00:46:04 The Go-Go Bust & Jack's Crisis of Conscience (1970-1973)00:53:28 Jack is Fired: The Genesis of Vanguard (1974)01:13:03 The Journal Article That Inspired It All (1974-1976)01:35:02 Building the Fund & Early Struggles (1976-1981)01:44:32 The Rise of Indexing & Vanguard's Growth (1988-1992)01:49:06 Jack's Health & The CEO Transition (1995-1996)02:00:06 The ETF Debate & Jack's Second Firing (1999)02:24:18 The 2008 Financial Crisis: Vanguard's Moment02:30:46 The Warren Buffett Bet (2008-2019)02:41:28 Fidelity & BlackRock's Resurgence (Post-2008)02:52:04 Salim Ramji: Vanguard's First Outside CEO03:04:43 Wellington's Comeback & Mutual Ownership03:08:23 Analysis03:30:58 Quintessence03:39:35 Carve-Outs + Outro ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

  • "There's A UFO Under the Ranch!" - Skinwalker Owner Breaks Silence

    1 day ago

    "There's A UFO Under the Ranch!" - Skinwalker Owner Breaks Silence

    Our American Alchemist this week is Brandon Fugal, Owner of Skinwalker Ranch. You can support American Alchemy by signing up with our incredible sponsors below! Sign Up With Our Sponsors Below For Exclusive Alchemy Deals! Cape: ➡️ Protect your privacy on the cellular level with Cape at https://cape.co/americanalchemy. Use code ALCHEMY at checkout for 33% off your first 6 months. Plaud: Head to https://plaud.ai/alchemy to learn more and use code ALCHEMY10 at checkout. Or go to Amazon where you can still get the same 10% discount by using the same code: ALCHEMY10 at https://a.co/d/0gKmIEEn Superpower: Go to https://Superpower.com and use code ALCHEMY for $20 off your membership this year. Take the guesswork out of getting healthy in 2026. Get full body testing that goes 5x deeper than an annual physical and a personalized action plan that tells you exactly what to do next. All for just $199. Brandon Fugal is the owner of Skinwalker Ranch and one of Utah's most prominent real estate developers. In this conversation, Brandon reveals new evidence of what lies beneath the mesa, the terrifying hitchhiker effect, and why the ranch may sit on an interstellar highway. -------------------------- Support Our Other Projects Below! Grab Your American Alchemy Merch Here ➤ https://www.americanalchemymerch.com/ Join The American Alchemy Magazine Here ➤ https://americanalchemymagazine.substack.com/ Subscribe To Our Clips Channel (10 Minute Highlights!) ➤ https://www.youtube.com/@UC8ZKTXN9trt5dhixz6b6l6w -------------------------- Instagram ➤ https://www.instagram.com/jessemichelsofficial TikTok ➤ https://www.tiktok.com/@itsjessemichels X ➤ https://twitter.com/AlchemyAmerican Spotify ➤ https://tinyurl.com/jessemichelsspotify Clips Channel ➤ https://www.youtube.com/@jessemichelsclips Apply For Jobs ➤ https://jobs.gusto.com/boards/american-alchemy-3758eda5-237b-45f1-b043-da80a300714e Sponsor Inquiries ➤ sponsor@jessemichelsmedia.com Media Inquiries ➤ media@jessemichelsmedia.com Timestamps: 00:00 Introduction 2:44 - Meeting Brandon Fugal 5:53 - What Skinwalker Ranch Is 8:34 - A Childhood Pact 13:29 - The Hitchhiker Effect 19:56 - Thomas Winterton's Injuries 22:16 - GPS Failures and Time Anomalies 23:17 - Portals, Wormholes, and Anomalies 26:07 - Erik Bard's Magnet Experiment 28:31 - Michael Shermer and Skepticism 30:56 - The Mutilated Calf 36:28 - The Navajo-Ute Conflict 37:51 - First Visit in 2016 41:06 - Jesse's Visit to the Ranch 41:35 - Sponsors (Cape) 43:28 - Jesse's Visit Continued 47:22 - A Bad Month in LA 50:39 - Guardians of Forbidden Knowledge 54:09 - The Hells Angels Incident 57:42 - Tom Lewis's Cardiac Episode 1:03:01 - The Ranch Amplifies Intent 1:07:37 - Sky Elements Drone Failure 1:09:37 - Confirmation Bias and Critics 1:11:33 - The Shermans and Bigelow 1:13:58 - NIDS and AAWSAP 1:16:41 - Place in UFO History 1:21:51 - Bigelow Science and Consciousness 1:26:07 - Aliens, Time Travel, or Spirits 1:30:00 - Cosmic Zoo and Ancient Technology 1:33:45 - Something Under the Mesa 1:35:55 - Sponsors (Plaud) 1:37:28 - Sponsors (Superpower) 1:39:26 - Material and Voids 1:41:43 - The 1964 Nickel 1:43:30 - A UFO Under the Mesa 1:44:58 - The Bubble 1:46:53 - Unmarked Black Hawk Helicopters 1:48:03 - The Oil and Gas Operation 1:53:01 - Transparency and the History Channel 1:58:20 - Puthoff, Green, and Motion Sciences 2:04:04 - Keeping Ownership Secret 2:08:26 - Travis Taylor's Transformation 2:11:42 - Bradshaw Ranch and Global Hotspots 2:17:03 - Taylor and the UAP Task Force 2:21:13 - Four Years of Secret Funding 2:23:36 - Answering the Grifter Accusation 2:30:28 - Spielberg and Disclosure Day 2:32:44 - The Schumer Amendment 2:36:31 - A Mormon Connection 2:38:15 - Sean Kirkpatrick's Denial 2:43:28 - The Dire Wolf Carcass 2:50:55 - The Message on the Screen 2:53:38 - The Baltic Sea Anomaly 2:57:56 - Rabbi Ariel Bar Tzadok's Chant 3:01:47 - EEG Experiment and Chris Bledsoe 3:04:51 - Theories About Reality 3:09:13 - A Century of Accounts 3:11:21 - Fear and Faith 3:17:58 - The X-Files and Sign-Off Learn more about your ad choices. Visit megaphone.fm/adchoices

  • Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

    20 Jul

    Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

    (0:00) Bubble talk: Comparing today's AI market to the dot-com bubble (7:50) AI's real-world limits: why enterprise AI is harder than expected (16:38) Transitioning to an AI-First Workspace (21:26) Health & AI: self-directed healthcare and biometric data (24:30) Politics, wealth tax, and AI as a truth-seeking force (35:12) Knicks & Sports Talk Thanks to our partners for making this possible! AppLovin Ads — AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at https://www.northwestregisteredagent.com/ALLINFREE Follow Mark: https://x.com/mcuban Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn:  https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

  • The Walt Disney Company

    22 Jun

    The Walt Disney Company

    The Walt Disney Company is the most successful enterprise ever created for monetizing human nostalgia. Today it’s the king of global entertainment, holding the intellectual property rights to the childhood memories of billions of people (including, likely, all of you) and is a reliable, predictable profitable business. But it didn’t start that way. During Walt’s era, Disney operated like an unhinged moonshot factory, blowing its finances on one seemingly crazy project after another, like the very first feature-length animated film or a theme park inspired by Walt's fascination with model trains (spoiler: Disneyland). Walt’s relentless ambition to bet the company over and over again not only created some of the most monumental artistic achievements of the 20th century (Snow White, Fantasia, Disney Imagineering), but also resulted in the accidental invention of the modern “flywheel” business model. In this episode, we tell the story of the ultimate marriage of art, commerce, and engineering — The Walt Disney Company: Walt's Era. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. MorganWeAreDevelopers eventVercelServiceNowStatsigLinks: Sign up for email updates, get our takeaways and research photos from each episode, and vote on future topics!The Acquired Disney Companion PDFOur Disney column in WSJThe original 1958 WSJ “Flywheel” article"Walt Disney: The Triumph of the American Imagination by Neal GablerThe Animated Man by Michael BarrierWalt Disney: An American Original by Bob ThomasBuilding a Company: Roy O. Disney and the Creation of an Entertainment Empires by Bob ThomasThe Disney Version by Richard SchickelPBS American Experience: Walt DisneyDisneyland HandcraftedWalt's 1966 EPCOT pitch videoWorldly Partners' Multi-Decade Disney StudyThe Walt Disney Family MuseumAll episode sourcesCarve Outs: Brooks Vanguard sneakersDefunctland YouTube ChannelAnimagraffs YouTube ChannelVolvo EX30The San Francisco SymphonyMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00 Start01:10 Intro06:03 Walt's Early Life & Artistic Calling (1901-1919)12:22 From Commercial Art to Laugh-o-grams (1919-1923)23:05 Hollywood, The Alice Comedies & Oswald's Loss (1923-1928)43:27 Mickey Mouse & The Synchronized Sound Breakthrough (1928)01:01:21 The IP Flywheel & Mickey Merch Explosion (1929-1933)01:09:57 Flywheel Terminology Unpacked01:18:53 Snow White: Walt's $1.5M Folly (1934-1937)01:52:01 The Burbank Studio, Debt & Strike (1938-1941)02:04:28 The Animators' Strike & Walt's Disillusionment (1941)02:15:43 WWII, The Vault & Creative Slump (1941-1950)02:24:27 Post-War Slump to Cinderella's Comeback (1945-1950)02:33:48 Walt's Obsession: Model Trains to Disneyland (1950-1952)02:38:44 Financing Disneyland: ABC, SRI & Davy Crockett (1953-1955)03:17:05 Disneyland's Grand Opening & The Evolving Flywheel (1955-1958)03:41:55 The Florida Project & Walt's Last Dream (1961-1966)03:54:26 Walt's Untimely Death & Roy's Legacy (1966-1971)03:57:57 Roy Finishes Walt Disney World (1966-1971)04:01:09 The Post-Walt Slump & Corporate Raiders (1970s-1984)04:09:44 Analysis: Why No Other Disney Flywheels?04:17:15 7 Powers04:20:45 Quintessence04:23:50 Carve-Outs + Outro ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

  • Rest in Peace, Buzzkill - How John C. Dvorak Changed Tech Journalism Forever

    21 hr ago

    Rest in Peace, Buzzkill - How John C. Dvorak Changed Tech Journalism Forever

    Leo and this week's panel pay tribute to tech journalist John C. Dvorak, then dive into how AI, relentless hardware shortages, and shifting media habits are reshaping the tech world faster than anyone predicted. The crew discusses how an OpenAI model exploited its own network to cheat on cybersecurity benchmarks, flipping the script on what AI agents are capable of and what might be next for digital security. John C. Dvorak has died OpenAI's accidental cyberattack against Hugging Face is science fiction that happened China's Top AI Event Delivers Message to the U.S.: We're Coming for You Alphabet Quadruples Profit to $112 Billion, Fueled by A.I. Investments The EU Fines Google $1 Billion for Prioritizing Its Own Services in Search The EU just fined AliExpress €550M, its biggest DSA penalty yet Apple Sued by Customers Who Lost Combined $1.8 Million Through Fake Bitcoin Wallet in App Store A.I. 'Vibecoded' Apps Are Flooding Apple's App Store Anthropic's $1.5B copyright settlement approved; only 350 authors opted out ISPs' long nightmare of having to list all the fees they charge is finally over Government Lawyers Say Trump Admin Can Use TikTok Again Because 'Owned' No Longer Means 'Owned' Judge halts Paramount's $111B purchase of Warner Bros. in a win for US states The AI industry has already spent $65 million ahead of the midterm elections with no signs of slowing down. Galaxy Z Fold 8 Ultra launches as Samsung's 'most advanced' foldable, starts at $2,099 US government targets Cop City protester over phone operating system Kill the Cookie Banner! Host: Leo Laporte Guests: Devindra Hardawar, Larry Magid, and Allyn Malventano Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: box.com/AI arcticwolf.com/trends hoxhunt.com/securitynow superhuman.com gusto.com/twit

  • More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

    11 Jul

    More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

    (0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from the SpaceX IPO, the unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism Apply for Summit 2026: https://allin.com/events Follow Brad: ttps://x.com/altcap Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://polymarket.com/event/ipos-before-2027 https://x.com/thejessezhang/status/2074154325933424861 https://x.com/praveenTweets/status/2074605343439810922 https://x.com/nikesharora/status/2074802778074124434 https://x.com/nikesharora/status/2074814752174522857 https://x.com/brian_armstrong/status/2070670644577280109 https://x.com/andyfang/status/2074252174226493584 https://x.com/nikesharora/status/2074630732019036574 https://x.com/finkd/status/2075218444056707458 https://x.com/alighodsi/status/2074996561306955958 https://blog.nicolasmeridjen.com/en/blog/2026-04-03-alibaba-qwen-closed-source-end-of-open-weight https://www.chinatalk.media/p/chinas-ai-companies-are-going-closed https://www.reuters.com/world/beijing-is-looking-curbing-overseas-access-chinas-top-ai-models-sources-say-2026-07-07 https://x.com/KurtSupeCPA/thread/2074817292550984010

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