Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs
7/10/20261 hr 4 min
(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman)
(1:50) Reasoning, Inference, and Breaking Moore's Law
(16:28) Open Source, AI Sovereignty, and the Road to AGI
(40:54) The Innovation Behind Generative Video (Robin Rombach)
(47:31) Martin Scorsese, Robots, and the Future of Hollywood IP
Thanks to our partners for making this possible!
AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN
Nasdaq - Industries, capital, and intelligence are converging into a single, interconnected system, and the infrastructure behind it needs to evolve just as quickly. Nasdaq was built for this moment: Powering more than 135 marketplaces and regulators globally and connecting capital to the companies shaping the future. As the innovation economy accelerates, connectivity becomes the critical asset. Nasdaq is the technology platform that makes it possible, and scalable. Learn more at https://Nasdaq.com
Follow Andrew:
Follow Robin:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Clips
Transcript preview
First 90 secondsSpeaker 10:00
We are in the race for super intelligence, and, uh, Andrew Feldman is back. Uh, and obviously, CEO and founder of, uh, Cerebras, doing inference chips, pioneered the space, had a successful IPO. We've talked about this a couple of times. We got to see each other in January at Davos. IPO happens. Uh, the boys and I got to sit with you recently- That was fun ... uh, at Liquidity.
Andrew Feldman· Guest0:23
That was really, that was really fun.
Speaker 10:25
Had, had a great discussion with the boys. But I wanted to deep dive with you about a couple of topics. The first one is the build-out of AI. We've never seen a build-out like this since, you know, the Great Wall of China.
Andrew Feldman· Guest0:41
[laughs] Right. Who knows since?
Speaker 10:42
The pyramids.
Andrew Feldman· Guest0:43
Right.
Speaker 10:43
I mean, it feels like the amount of capital, time, and intelligent people on the planet dedicating themselves to the build-out of something, um, I, I can't think of anything in our lifetimes with pers- perhaps, uh, you know, before our lifetimes, the war effort.
Andrew Feldman· Guest1:00
Right.
Speaker 11:01
This is a mobilization and a scale that we read about, we hear about, but you're actually doing it. You have customers who are building data centers, and you're a key piece of that.
Robin Rombach· Guest1:11
I'm going all in.
Speaker 11:13
[upbeat music] AppLovin started with an $8 domain and no VC funding, and became one of the largest ad platforms in the world. Now, that same engine powers AppLovin ads for e-commerce. Your ads run inside mobile games, reaching over a billion people with full-screen,

