
All-In with Chamath, Jason, Sacks & Friedberg
Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
Samstag, 1. August 2026 · 1 h 37
Kapitelklicken springt direkt hin
Shownotes
() Bestie intros
() Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called
() China's advantage and green shoots for the US economy
() Frontier Labs say "SLOW DOWN AI"
() Why are frontier labs "burning books"?
() Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"
() Science Corner: Understanding and mapping the brain
Apply for All-In Summit 2026:
allin.com/events
Follow the besties:
x.com/chamath
x.com/Jason
x.com/DavidSacks
x.com/friedberg
Follow on X:
x.com/theallinpod
Follow on Instagram:
instagram.com/theallinpod
Follow on TikTok:
tiktok.com/@allin
Follow on LinkedIn:
linkedin.com/company/allinpod
Intro Music Credit:
rb.gy/tppkzl
x.com/yung_spielburg
Intro Video Credit:
x.com/TheZachEffect
Referenced in the show:
cnbc.com/2026/07/30/leopold-aschenbrenners-hed…
wsj.com/finance/citadel-buys-situational-aware…
polymarket.com/event/fed-decision-in-september…
situational-awareness.ai
cnbc.com/quotes/US30Y
x.com/nicolasfulghum/status/2082083884578050299
theprint.in/science/breakthrough-china-artific…
pacingthefrontier.com
cnbc.com/2026/07/29/openai-cfo-sarah-friar-tel…
dwarkesh.com/p/why-compute-might-get-10x-more-…
vreuters.com/world/china/china-starts-productio…
google.com/finance/beta/quote/ASML:NASDAQ
cnbc.com/2026/07/27/cxmt-china-market-debut-ch…
polymarket.com/event/ipos-before-2027
polymarket.com/event/us-enacts-ai-safety-bill-…
x.com/v_nefodov/status/2082927219224060043
wsj.com/opinion/the-ai-future-is-for-everyone-…
punchbowl.news/article/tech/thune-anthropic
wsj.com/tech/ai/anthropic-doubles-midterm-spen…
x.com/OpenAI/status/2082577277246972300
carltonfields.com/insights/publications/2025/n…
x.com/Jason/status/2082577230941557068
tomshardware.com/tech-industry/artificial-inte…
404media.co/ai-companies-are-buying-tons-of-ol…
youtube.com/watch?v=d1azwUwKrPo&t=39s
arxiv.org/pdf/2602.16417