All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Intro
(0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption
(38:51) Cerebras CEO, Andrew Feldman on Compute Power
(1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots
This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://www.nyse.com/
Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next.
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(0:00) Introducing David Sacks and Michael Kratsios, moderated by Maria Bartiromo
(1:21) The cost of infrastructure build-out, energy challenges
(12:41) Where AI will be most impactful
(22:39) The China Threat, globalization strategy
(39:12) America's entrepreneurial AI outlook
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(0:00) Jason and Sacks welcome Sarah B. Rogers!
(2:22) Free speech, EU censorship, OSA/DSA overreach?
(13:44) Censorship on mass migration policies, major fines against US companies, the DSA as a "censorship tariff"
(22:59) AI deepfakes, giving freedom the benefit of the doubt, Biden-era censorship
(34:42) Understanding the "Censorship Industrial Complex" in America
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(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella
(1:31) Future of AI copilots and agents, impact on white collar work
(8:01) How Microsoft has scaled revenue and profits with flat headcount
(10:50) The extreme competition in AI: Microsoft, xAI, Google, OpenAI, Anthropic
(12:39) Views on diffusion, how the US tech stack can win globally
(19:59) OpenAI deal, owning the IP, thoughts on open-source winning AI, Microsoft's AI stack, do they need a foundation model?
(26:08) What SaaS adoption looks like in the age of AI
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(0:00) Bestie intros!
(4:18) Iran's breaking point: regime change coming?
(14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs
(31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon
(35:09) Billionaire backlash in California: Wealth Tax exodus
(56:13) Greenland acquisition: Why it's crucial
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Intro Video Credit
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Referenced in the show:
https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31
https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026
https://home.treasury.gov/news/press-releases/sb0364
https://truthsocial.com/@realDonaldTrump/posts/115884759090137876
https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0
https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4
https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f
https://x.com/chamath/status/2011486582386106387
https://x.com/friedberg/status/2011703965143220457
https://x.com/chamath/status/2011197387830935777
https://polymarket.com/event/will-trump-acquire-greenland-before-2027
https://x.com/chamath/status/2011197387830935777