OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
4/17/20261 hr 31 min
(0:00) Bestie intros: Travis Kalanick joins the show!
(0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC
(11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip
(27:28) Big Tech's compute dominance: How will this impact frontier labs?
(33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster?
(54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1
(59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine
(1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations
(1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2
Apply for Summit 2026:
Follow Travis:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://www.texastribune.org/2025/01/22/austin-texas-rents-falling
https://polymarket.com/event/gpt-5pt5-released-on
https://www.ft.com/content/04ac7917-940b-4606-be5f-9eb895a7d982
https://x.com/RihardJarc/status/2044725910566220095
https://x.com/RoundtableSpace/status/2041897604708233650
https://x.com/chamath/status/2043811625967530056
https://x.com/pmarca/status/2042742413098450998
https://www.reuters.com/business/allbirds-shares-jump-over-400-plans-pivot-ai-sneakers-2026-04-15
https://www.wsj.com/business/data-centers-are-a-gold-rush-for-construction-workers-6e3c5ce0
https://x.com/zerohedge/status/2043520934930239860
https://x.com/APompliano/status/2041946174677217733
https://x.com/IAPolls2022/status/2041589297489305717
https://www.tmz.com/2026/04/13/tmzdc-staff-starts-today
https://x.com/great_martis/status/2044454944808571015
https://x.com/GlobalMktObserv/status/2044059352466690501
https://x.com/mattcerminaro/status/2044546097230626819
https://www.politico.com/news/2026/04/13/influencers-allegations-eric-swalwell-00869517
https://x.com/JoeBiden/status/1815080881981190320
https://x.com/TimRunsHisMouth/status/1815088017847333273
https://www.npr.org/2024/07/08/nx-s1-5032737/biden-tells-democrats-stop-speculation
Clips
Transcript preview
First 90 secondsJason Calacanis· Host0:00
All right, everybody. Welcome back to the number one podcast in the world. We've got the core four here, and dare I say- The king of Adams ... the king of Adams, yes. Captain Travis Kalanick is here. How you doing, brother?
Travis Kalanick· Guest0:16
I'm pretty good. Pretty good. I'm, uh, sitting here doing the podcast just next door to David.
Jason Calacanis· Host0:22
Ah, yes. There you go.
David Sacks· Host0:23
Don't reveal our locations.
Jason Calacanis· Host0:25
Please don't dox.
Travis Kalanick· Guest0:26
I didn't put my address out there, dude.
David Sacks· Host0:28
No, that's true.
Jason Calacanis· Host0:29
Don't worry. Mondami did. He's outside your houses right now [laughs] asking them to foreclose on them.
David Sacks· Host0:34
Oh, he's trying to collect 3.9% or something?
Jason Calacanis· Host0:36
Yeah. He's, he... They decided- The pied-à-terre tax ... there's no rich people left in [laughs] New York, so he's looking for other cities to tax.
Chamath Palihapitiya· Host0:42
Sorry. Is it, is it, is it 3.9% a year? Is it per year, or is it one off sum?
David Sacks· Host0:45
I don't know if the percentage has been released yet, but the speculation I've seen is 3.9%, but I don't think that's final. But yeah, it's a pied-à-terre ta-tax, so if you have a- But every year? ... second home. Yeah, every year.
Chamath Palihapitiya· Host0:55
Wow.
Jason Calacanis· Host0:57
And by the way, it's for any home over five million. [scoffs] There's no homes under five million in Manhattan. This is not a rich person tax. [laughs] This is within 15 miles of Midtown Manhattan, you're paying an extra tax. Uh, I don't, I don't even- But only, but J Kal, only if it's a pied-à-terre.
David Sacks· Host1:14
So what it means is- Right ... that the most- Second homes ... Well, yeah, but the most elastic part of the market is what they're targeting for this tax. So in other words, people who don't live in New York who just have it as a second or third home who could buy that property anywhere- Yeah ... are now being