All-In with Chamath, Jason, Sacks & Friedberg

SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?

May 22, 2026·1h 42m·6-min readconversationaltechnology
Podzilla Summary (6 min)
TLDR
This week on the All In Podcast, hosts Chamath, Jason, and David Sacks are joined by Gavin Baker to dissect the seismic shifts in AI and tech, from Andrej Karpathy joining Anthropic to SpaceX’s record-breaking IPO filing and NVIDIA’s blowout earnings. The conversation dives into recursive s

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Guest

G

Gavin Baker

conversational on All-In with Chamath, Jason, Sacks & Friedberg

Mentions

Books, people, and resources mentioned in this episode.

People

Gavin BakerAndrej KarpathyChamathDavid SacksJasonFriedbergElon MuskLeopold Aschenbrenner

Companies

AnthropicSpaceXNVIDIAOpenAIGoogle

Products & Tools

Gemini NanoColossusFlock Safety

Research & Papers

The Bitter Lesson

Topics

Artificial IntelligenceDeep LearningLarge Language ModelsMachine LearningMacroeconomicsSemiconductorsSpace ExplorationTech Industry

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