Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
6/26/20261 hr 42 min
(0:00) Gavin Baker and Travis Kalanick join the show!
(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC
(22:51) Future of the Democratic Party, the Israel issue, social media bans
(45:12) China's open-source AI catch up, distillation, OpenAI's new chip
(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware
(1:10:17) The math behind distributed compute and datacenters in space
(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price
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Referenced in the show:
https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710
https://x.com/thestustustudio/status/2067356255916536120
https://x.com/EndWokeness/status/2069645066252034288
https://x.com/america/status/2069622732279402804
https://x.com/realmaalouf/status/2069433391162798337
https://x.com/JoshBlockDC/status/2070108811851882691
https://x.com/EndWokeness/status/2069776474429624684
https://x.com/EndWokeness/status/2068829255786803368
https://x.com/PirateWires/status/2069146641266094417
https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e
Clips
Transcript preview
First 90 secondsJason Calacanis· Host0:00
All right, everybody, welcome back. Welcome back to the number one podcast in the world, The All In Podcast, episode 278. And, uh, Freberg, he took a mental health day today after the socialist sweep in New York City. So we invited two guests. They both said yes. Travis Kalnick is here from Adams. How you doing, brother?
Chamath Palihapitiya· Host0:19
I'm good. I'm good. Good to see you.
Jason Calacanis· Host0:21
Good to see you. Good to see you. And after a triumphant week at Starbase, the one, the only, everybody's favorite, Gavin Baker of Atreaties Management. How are you doing, Gavin?
Gavin Baker· Guest0:35
Great, man. Thanks for having me.
Jason Calacanis· Host0:37
You still floating on cloud nine after the SpaceX IPO? Yeah?
Gavin Baker· Guest0:41
That was a very special moment, and it was a culmination of, you know- Decades ... decades of hard work. But man, to quote, uh, Bill Belichick, "On to Cincinnati."
Jason Calacanis· Host0:52
Yeah.
Chamath Palihapitiya· Host0:52
Yeah. Exactly right.
Jason Calacanis· Host0:54
Yeah. Zero-zero is, uh, the, how the Knicks talked about the next game in every series. They're like, "It's zero-zero." We come into this as if it's like the first game of the series, even if we're up two games or three games. The socialists have swept New York in the Congressional Democratic primaries. On Tuesday, New York City Mayor Mondame went three for three in the candidates which he endorsed, and they all won their primaries. Tenth district leader Brad Lander defeated two-term incumbent Dan Goldman. Tenth is one of New York's richest districts, includes the West Village, all those townhouses, uh, Wall Street,