About this episode

The episode discusses the recent political developments in NYC, advancements in AI technology, and Micron's impressive earnings report.

(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price Follow Gavin: https://x.com/GavinSBaker Follow Travis: https://x.com/travisk Apply for 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/@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…

People in this episode

Hosts: Chamath, Jason, David Sacks, Friedberg

Guests: Gavin Baker, Travis Kalanick

Topics covered

• politics
• technology
• AI
• business
• economics
• coding
• entrepreneurship

Keywords

• socialists
• NYC primaries
• AI technology
• Micron earnings
• distributed compute
• IPO
• OpenAI chip

Mentioned in this episode

Organizations: Democratic Party, OpenAI, Micron, Anthropic, SpaceX, Cerebras

Places: NYC

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• More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts · July 10, 2026 · 1h 42m
• Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs · July 9, 2026 · 1h 4m

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