(00:00) Besties are back!

(00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash

(10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI"

(30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement

(56:33) a16z under DOJ investigation over "interlocking directorates"

(1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag

Come hang with the Besties at the All-In Summit | September 13-15:

⁠http://theallinsummit.com⁠ ⁠#AllInSummit⁠

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#allin #tech #news

(0:00) The most controversial company in privacy right now, Flock CEO joins the show!

(7:23) License plate data retention: 7 days solves 90% of crimes

(13:00) Camera vandalism, felony charges, and privacy concerns

(18:15) Dirty cops exposed: Flock's audit tool got 9 Georgia officers fired

(28:25) AI, drones, facial recognition, and avoiding predictive policing

(39:43) Safety is a privilege and who actually needs Flock

(45:36) Flock's PR crisis: internal morale, churn, and 20 cities turning the cameras back on

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(0:00) Gavin Baker joins the show!

(2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing

(27:32) Zuck's AI manifesto: What it means for Meta and frontier AI

(56:41) All-In Summit Speaker Announcements!

(58:13) Nvidia's $500B financing plan, how the AI market could fall apart

(1:14:29) NJ and Mamdani take on Amazon over subcontracted drivers

(1:27:32) Grok 4.6 launch: SpaceX's high-ceiling, high-floor AI strategy

(1:35:21) Workday in talks to be acquired by Silver Lake for ~$43B

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Referenced in the show:

https://www.ft.com/content/840ac156-af1c-4a82-b260-ae791072fcfa

https://polymarket.com/event/ipos-before-2027

https://polymarket.com/event/which-company-has-best-ai-model-end-of-2026

https://www.bloomberg.com/news/articles/2026-08-13/anthropic-said-in-talks-to-buy-ai-startup-decart-for-6-billion

https://x.com/elonmusk/status/2052069691372478511

https://www.meta.com/thefutureisforeveryone

https://x.com/Home_of_Fight/status/2086504599444140344

https://x.com/JensenHuang/status/2086934705207959965

https://www.cnbc.com/2026/08/04/nj-amazon-antitrust-lawsuit-delivery-contractors.html

https://www.google.com/finance/beta/quote/WDAY:NASDAQ

https://www.amazon.com/Vision-Anointed-Self-Congratulation-Social-Policy/dp/046508995X

https://www.nytimes.com/2026/08/10/nyregion/mamdani-amazon-delivery-workers-nyc.html

(0:00) Jason and Friedberg welcome Rahm Emanuel

(1:16) Lessons from working with Clinton and Obama

(7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan

(28:49) Europe: Reasons for the decay of the West

(38:37) Immigration: US solutions, who to emulate, subsidizing college for Americans

(46:55) National debt, government interference in markets, fixing education

(1:09:24) DSA vs Democrats

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(0:00) Bestie intros! Brad Gerstner fills in for Chamath

(2:16) Major shakeups at Google: AI brain drain or better strategy?

(20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection?

(45:44) All-In Summit Speaker Announcements!

(48:01) Airtable sells for a 90% discount: SaaSpocalypse?

(1:05:56) Chinese AI labs are buying US training data to catch up

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Referenced in the show:

https://x.com/the_ai_investor/status/2084687703707361429

https://x.com/Tesla/status/2085365278276284803

(0:00) Saronic founders join the show!

(4:56) The Navy's first autonomous rescue in the Strait of Hormuz, and how China out builds America 230-to-1

(13:04) $3B destroyers vs. Marauder

(21:25) Killing cost-plus, the new primes, and why only 1% of the budget goes to autonomy

(25:55) Could 10,000 Corsairs actually lock down a 20-mile strait?

(31:25) China's arming robot dogs: will our AI weapons hurt us in Taiwan?

(36:33) Exclusive announcement: Port Alpha lands in Brownsville: 4000 acres, 10,000 jobs

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(0:00) Bestie intros

(1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called

(20:20) China's advantage and green shoots for the US economy

(34:12) Frontier Labs say "SLOW DOWN AI"

(1:01:15) Why are frontier labs "burning books"?

(1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle"

(1:24:44) Science Corner: Understanding and mapping the brain

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Referenced in the show:

https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html

https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b

https://polymarket.com/event/fed-decision-in-september-762

https://situational-awareness.ai

https://www.cnbc.com/quotes/US30Y

https://x.com/nicolasfulghum/status/2082083884578050299

https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321

https://www.pacingthefrontier.com/

https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html

https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive

vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28

https://www.google.com/finance/beta/quote/ASML:NASDAQ

https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html

https://polymarket.com/event/ipos-before-2027

https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027

https://x.com/v_nefodov/status/2082927219224060043

https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20

https://punchbowl.news/article/tech/thune-anthropic

https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae

https://x.com/OpenAI/status/2082577277246972300

https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter

https://x.com/Jason/status/2082577230941557068

https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material

https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop

https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s

https://arxiv.org/pdf/2602.16417

(0:00) Intro: Humanoids, Robots, & AI+

(0:57) ANYbotics' Dr. Péter Fankhauser: Why ANYbotics Bet the Company on Four-Legged Robot Dogs, Not Humanoids

(13:18) Dr. Péter Fankhauser: China's Armed Robot Dogs Are "Stupid and Risky" — Inside the Terminator Debate

(15:01) NEO's Bernt Børnich: Neo Ships in 2026 and Becomes an Open Robot Platform

(22:18) Bernt Børnich: Robots Building Robots in Just 3 Years — "Hard Takeoff"

(33:45) Boston Dynamics' Amanda McMaster: Spot Is Now the Most Deployed Robot on Earth — Atlas is the Most Capable

(42:36) Amanda McMaster: Chinese Robotics Security Risks

(47:14) Agility Robotics' Jonathan Hurst: Why "This Time Is Different" for Humanoids After 100 Years of False Starts

(58:45) Jonathan Hurst: When Do Robots Outnumber Humans on the Factory Floor?

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(0:00) Bestie intros!

(0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture

(27:38) Anthropic/OpenAI historic growth rates, China's long game

(48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy

(1:07:12) Google and Tesla stocks tank on surging AI capex

(1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights

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Intro Music Credit:

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Referenced in the show:

https://artificialanalysis.ai/models/kimi-k3?intelligence=artificial-analysis-intelligence-index#intelligence-comparisons

https://www.axios.com/2026/07/20/ai-us-china-open-source-kimi

https://www.wired.com/story/the-white-house-is-trying-to-figure-out-what-to-do-about-chinese-ai

https://x.com/mkratsios47/status/2079933645888880708

https://polymarket.com/event/us-government-bans-an-open-source-ai-model-in-2026-20260703221501747

https://fortune.com/2025/01/29/deepseek-openais-what-is-distillation-david-sacks

https://stratechery.com/2026/whos-afraid-of-chinese-models

https://x.com/CommerceGov/status/2080341953086886387

https://x.com/tickerplus/status/2080123562560504240

https://blog.tickertrends.io/p/anthropic-vs-openai-arr-tracking

https://x.com/sama/status/2077817060068057493

https://www.reuters.com/world/us-judge-approves-anthropics-15-billion-settlement-copyright-lawsuit-2026-07-20

https://www.anthropic.com/news/detecting-and-preventing-distillation-attacks

https://techstartups.com/2026/07/22/nearly-200-silicon-valley-startups-urge-trump-not-to-ban-chinese-ai-models-warn-it-could-kill-innovation

https://x.com/typesfast/status/2080339052398891244

https://www.thefp.com/p/why-new-york-city-has-50000-ghost

(0:00) Bubble talk: Comparing today's AI market to the dot-com bubble

(7:50) AI's real-world limits: why enterprise AI is harder than expected

(16:38) Transitioning to an AI-First Workspace

(21:26) Health & AI: self-directed healthcare and biometric data

(24:30) Politics, wealth tax, and AI as a truth-seeking force

(35:12) Knicks & Sports Talk

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(0:00) Bestie intros!

(1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body

(20:01) Stripe, Block, and Advent offer $53B to acquire PayPal

(37:51) Apple sues OpenAI, alleging stolen trade secrets

(42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model

(59:53) NY bans datacenters, becoming first state to enact a moratorium

(1:22:57) Science Corner: New data on reversing aging!

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Intro Music Credit:

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Referenced in the show:

https://x.com/chamath/status/2077502408528212144

https://x.com/demishassabis/status/2076957440109625718

https://x.com/satyanadella/status/2076323181154230284

https://x.com/Jason/status/2076231055443440105

https://x.com/SquawkCNBC/status/2077741908391031246

https://thinkingmachines.ai/news/introducing-inkling

https://www.politico.com/news/2026/07/15/inside-anthropics-state-by-state-plan-to-ratchet-up-ai-rules-00998415

https://x.com/politico/status/2077315780144996633

https://x.com/DavidSacks/status/1978145266269077891

https://www.reuters.com/business/finance/stripe-advent-offer-buy-paypal-more-than-53-billion-sources-say-2026-07-15

https://www.tipranks.com/news/the-fly/block-contributing-to-equity-for-paypal-takeover-bid-cnbc-says-thefly-news

https://9to5mac.com/wp-content/uploads/sites/6/2026/07/Apple-Inc.-v.-Liu-et-al.pdf

https://finance.yahoo.com/technology/ai/articles/apple-lawsuit-threatens-openais-hardware-215438163.html

https://x.com/markgurman/status/2076306380583997665

https://www.engadget.com/2216186/elon-musk-bought-a-gas-turbine-company

https://x.com/Reuters/status/2076957424339050839

https://x.com/teddyschleifer/status/2077596563380072694

https://x.com/teddyschleifer/status/2077606887055306879

https://openai.com/index/prc-linked-influence-operations-ai-debates

https://www.politico.com/news/2026/06/10/openai-china-ai-data-centers-report-00957612

https://trends.google.com/explore?q=GMO%2C%2Fm%2F0dkz0z&date=2010-01-01%202026-07-15&geo=US

https://www.nature.com/articles/s41467-026-75141-2