Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron’s Blowout Quarter

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron’s Blowout Quarter

More

Descriptions:

(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:

#allin #tech #news

1 Item

Channels

6 Items

Companies