All-In with Chamath, Jason, Sacks & Friedberg

OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

May 1, 2026·1h 20m·5-min readconversationaltechnology
Podzilla Summary (5 min)
TLDR
The All In Podcast crew dives into OpenAI's missed user and revenue targets, the compute and power constraints shaping the AI arms race, Elon Musk’s lawsuit against OpenAI, and the explosive CapEx spending by Big Tech — all while riffing on Supreme Court drama, weight-loss peptides, and g

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Mentions

Books, people, and resources mentioned in this episode.

People

ChamathJasonDavid SacksFriedbergElon MuskSam Altman

Companies

OpenAIAnthropicGoogle

Products & Tools

ChatGPT 5.5Opus 4.7

Research & Papers

MIT pruning paper

Topics

Artificial IntelligenceCybersecurityLarge Language ModelsMachine LearningSupreme CourtUs PoliticsVenture Capital

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