Episode Details

AI, SpaceX, Nvidia, and macro risk all collide in this sharp All-In discussion about who controls the future. This condensed recap turns the full episode into a quick takeaway, covering Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg, and guest Gavin Baker as they break down Andrej Karpathy’s move to Anthropic, recursive self-improvement in artificial intelligence, and why AI backlash is growing around job automation, power concentration, and regulation. You’ll also hear the panel on SpaceX’s potential $1.75T valuation, Starlink’s economics, orbital compute, Nvidia’s selloff and earnings, and the warning signs in bond markets, inflation, and global debt. Along the way, they explore China, U.S. tech strategy, and where real AI value may come from next. Listen now to get the key ideas in minutes.