AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
7/3/20261 hr 42 min
(0:00) Bestie intros: Happy Fourth of July!
(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"
(33:52) Update on the AI jobs debate
(50:24) Anthropic's Fable 5 available after export restrictions lifted
(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO
(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union
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Referenced in the show:
https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models
https://x.com/PalantirTech/status/2072326189079757277
https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f
https://www.google.com/finance/quote/FIG:NYSE
https://x.com/DavidSacks/status/2072673187666813226
https://x.com/chamath/status/2072665199786561713
https://x.com/quxiaoyin/status/2072428278976074115
https://x.com/chamath/status/2072390507628540213
https://x.com/GavinNewsom/status/2070496029280276571
https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed
https://x.com/JeanneIves/status/2072165726526308719
https://polymarket.com/event/democratic-presidential-nominee-2028
Clips
Transcript preview
First 90 secondsJason Calacanis· Host0:00
All right, everybody. Welcome back to the number one podcast in the world. It's your favorite podcast, it's your podcast, it's your favorite podcast. It's the All-In podcast, episode 279, with me, Friedberg, Saxe, Chamath, you know the, the squad. You know the squad. We're here. It's the summer, and we're ready to rock and roll. We got a power docket, we got a rocket docket. Palantir and NVIDIA have announced a sovereign AI partnership. Where have we heard that term before? Palantir is gonna use NVIDIA's Nemotron, Nemotron, like the Pixar film, open models to build a custom frontier quality model to serve the US government. Palantir is calling this new platform Sovereign AI Operating System. The US government agencies will own the hardware, the data, and the model weights. Palantir also shared a viral tweet manifesto laying out the concept, "Data retention is your treasure. Transfer it at your own peril. Transferring that data hands over access to your preexisting winning plays and yields the means of production for new ones." CEO Alex Karp went on CNBC to announce the partnership in a classic Karp Robin Williams style monologue. Here's a clip from his 20-minute interview where he af- wh- where he basically went after the frontier models like Anthropic. Play the clip.
Alex Karp· Soundbite1:23
Our clients are just, to say they're unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty.

