Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

(0:00) Salesforce CEO Marc Benioff joins the show!

(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms

(18:46) Taiwan, chips, AI models, and peace through trade

(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?

(47:26) OpenAI is considering suing Apple over failed ChatGPT integration

(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models

(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026

(1:11:40) Anthropic goes after "Dark SPVs"

Follow Marc Benioff:

https://x.com/Benioff

Save Scooter the Dog:

https://animalcare.lacounty.gov

https://www.instagram.com/reels/DYJZFn0R6oY

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

https://x.com/altcap

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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/will-china-invade-taiwan-before-2027

https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027

https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html

https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html

https://www.instagram.com/reels/DYJZFn0R6oY

https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html

https://www.youtube.com/watch?v=KO53gwuqZUQ

https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight

https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/

https://x.com/thinkymachines/status/2053938892152435174

https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation

https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams

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Episoder(430)

Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

(0:00) Bestie Intros: Favorite All-In Summit moments (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs" (20:03) Open Source performance and cost: What this means for f...

26 Sep 1h 34min

Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete

Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete

(0:00) Luca Ferrari joins the Besties! (1:56) Crashing an AI startup, the $40,000 restart & buying product market fit (4:59) The in-house tech stack, shrinking the teams & the 10 out of 10 standard (9...

23 Sep 25min

Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

Steve Hilton & Spencer Pratt: Fixing California, Cheaper Gas, Ballot Fraud & CA Republicans

(0:00) Steve Hilton joins the Besties! (3:53) How one-party rule broke the state, regulatory bloat & who really writes the laws (12:09) The path to victory: the persuadable voter, the cost-of-living p...

23 Sep 55min

Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine

(0:00) Welcome Blake Scholl! (5:11) Solving the sonic boom & legalizing supersonic flight (7:59)  The pivot to powering data centers (10:38) Jason joins: data center demand, private jets & what winnin...

22 Sep 17min

Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind o...

21 Sep 22min

Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market

(0:00) Adam Foroughi joins the Besties! (3:07) Discovery vs search & is your phone listening? (10:04) IPO tumble & becoming your own best investor (16:00) Privacy rules, Apple's crackdown & how agents...

20 Sep 23min

Bill Gurley: Searching for Feynman

Bill Gurley: Searching for Feynman

(0:00) Bill Gurley takes the stage at the All-In Summit (1:29) Bill's Presentation: Searching for Feynman Links to additional resources mentioned in talk and used in research:  https://www.p3.institu...

19 Sep 38min

Jared Isaacman: A New Era for NASA and American Space Exploration

Jared Isaacman: A New Era for NASA and American Space Exploration

(0:00) NASA Administrator Jared Isaacman lays out the state and future of NASA (17:59) Moon base, creating new space industries, NASA's next chapter (23:29) How to make Mars realistic (25:30) Recruiti...

18 Sep 38min

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