Episodes

The episode kicks off with friends catching up on Anthropic's Mythos model controversy and the rise of AGI models. They discuss AI safety, industry-government coordination, and challenges in security and open-source software. They explore OpenClaw's strategy, Anthropic's growth, compute costs, and AI investments. The conversation moves to Polymarket IPOs, venture capital trends, and the future of enterprise software. It also touches on geopolitical tensions in Iran, X's auto-translate feature, and community engagement, wrapping up with updates on the All-In Summit and personal anecdotes.

Josh Shapiro shares his journey as Governor of Pennsylvania, discussing sports fandom, government efficiency, and public trust. He outlines strategies to combat fraud, waste, and abuse, alongside pro-business initiatives and tax cuts. The conversation covers wealth disparity, federal tax policies, and Democratic Party strategies, including VP selection. Economic issues, Trump's policies, housing, college affordability, and socialist movements are examined. The discussion also touches on Congress' role, collaboration challenges, corruption allegations, and the Israel-Palestine conflict, concluding with Shapiro's closing thoughts and future guest plans.

Shyam Sankar and Trae Stephens discuss the evolution of defense technology in Silicon Valley. They explore Palantir's origins, the region's shifting attitudes toward defense tech, and the role of Silicon Valley in national defense. The conversation covers defense readiness challenges, Anduril's innovative Arsenal One factory, and the shift from software to hardware. They emphasize the need for government investment and bipartisan support for innovation. Topics also include ethics in warfare, tech companies' responsibilities, and the cultural disconnect between elite institutions and the military. Finally, they discuss the future of American leadership and education in a multipolar world.

This episode explores the potential SpaceX IPO and its impact on Tesla, highlighting Elon Musk's leadership and the future of space exploration. Topics include SpaceX's role in internet access, data centers, and reducing space costs. Economic opportunities in space, like mining, robotics, and tourism, are discussed. The hosts also analyze the IPO surge, market risks, and AGI's effect on valuations. They touch on investor competition, early public offering performance, Middle Eastern capital flows, the Iran conflict, energy independence, and quantum computing's cybersecurity risks. The episode concludes with Friedberg's potato seed update, poker stories, and reflections on DAOs and Chamath's Tau.

The episode kicks off with updates and banter before exploring Anthropic's strategy against OpenAI and its market implications. The hosts discuss OpenAI's market share, enterprise focus, and private equity's role in AI. They cover consumer AI apps, subscription trends, and monetization models, followed by Google's AI initiatives and Workspace Studio automation. They evaluate company valuations and superintelligence's market influence, emphasizing business durability. The episode also addresses AI's impact on productivity, Meta's legal challenges regarding child safety, and broader tech implications. It concludes with thoughts on President Trump's science council and industrial tech leadership.

Live from NVIDIA's GTC conference, Jason Calacanis hosts Michael Intrator, Aravind Srinivas, and Arthur Mensch to discuss the future of GPU technology and AI. They explore CoreWeave's journey from GPU adoption to crypto mining, and strategies for risk management and scaling. Topics include large-scale computing, GPU demand, and financing. Aravind Srinivas talks about Perplexity AI's evolution and future operating systems, while Arthur Mensch covers Mistral AI's NVIDIA partnership and synthetic data. Daniel Roberts wraps up with insights on Iris Energy's renewable data centers and trends in custom silicon and nuclear energy computing.

In this episode, David Friedberg chats with Matt Mahan about his political journey and civic tech efforts in California. Mahan discusses government inefficiencies, his achievements in San Jose, and legislative motivations. They explore labor unions, political incentives in Sacramento, and issues like homelessness, mental health, and housing affordability. Mahan also tackles the drug crisis, public safety, green energy policies, and challenges with homeowners insurance and public employee retirement liabilities. They examine California's state budget, healthcare, economic inequality, and the political landscape, including Governor Newsom's performance and immigration policy.

In this episode featuring Jensen Huang, we explore the global tech and AI landscape, focusing on NVIDIA's role in AI computing and future strategies. Discover Grok's impact, embedded AI applications, data centers, and NVIDIA's decision-making. We discuss AI's influence on industries, open-source development, and regulatory issues. Topics include AI model diversity, efficiency, global tech diffusion, national security, and supply chain impacts. NVIDIA's strategies in autonomous vehicles and AI hardware competition are highlighted, along with revenue predictions, data centers in space, and AI's healthcare role. Concluding with robotics and AI's economic effects across sectors.