Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
5/15/20261 hr 17 min
(0:00) Salesforce CEO Marc Benioff joins the show!
(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms
(18:46) Taiwan, chips, AI models, and peace through trade
(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?
(47:26) OpenAI is considering suing Apple over failed ChatGPT integration
(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models
(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026
(1:11:40) Anthropic goes after "Dark SPVs"
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Referenced in the show:
https://polymarket.com/event/will-china-invade-taiwan-before-2027
https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027
https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html
https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html
https://www.instagram.com/reels/DYJZFn0R6oY
https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html
https://www.youtube.com/watch?v=KO53gwuqZUQ
Clips
Transcript preview
First 90 secondsJason Calacanis· Host0:00
All right, everybody. Welcome back to the number one podcast in the world, The All-In Podcast, episode two hundred and seventy-three. It's a huge week. Sachs is out, so we got to get Marc Benioff, CEO of Salesforce.
Marc Benioff· Guest0:11
I'm the only one left here, so- You're the only one left ... that's why, that's how I made it on.
David Friedberg· Host0:15
No software CEOs, right, to China?
Marc Benioff· Guest0:17
There's no software, uh, CEOs in China.
Jason Calacanis· Host0:19
Hmm. Interesting. But did you get- Yeah ... the invite? What's your, what's your status with this administration? 'Cause you were obviously very famous for, you know, being a Democrat on the left, um, and, uh- [laughs] I'm not a Democrat on the left.
Marc Benioff· Guest0:31
I never have been.
David Friedberg· Host0:32
Jason, you're so- Sorry, bro ...
Jason Calacanis· Host0:33
what are you talking about? You, you do- You're so right wing Bro, I'm not ... wait, you're donating to all these folks, and now you're- No, bro ... kind of in Trump's camp? What is it?
Marc Benioff· Guest0:39
Listen, um, uh, the number one thing is, hey, I'm here to support the country.
Jason Calacanis· Host0:44
Got it.
Marc Benioff· Guest0:45
It's what I do.
Jason Calacanis· Host0:46
Okay.
Marc Benioff· Guest0:46
Yeah.
Jason Calacanis· Host0:46
So you're right in the middle. You have, uh, an allegiance to America.
Marc Benioff· Guest0:50
I hope so.
Jason Calacanis· Host0:51
Yeah.
Marc Benioff· Guest0:52
I'm not a Democrat or a Republican.
Jason Calacanis· Host0:54
You're an independent like me.
Marc Benioff· Guest0:55
I am American.
Jason Calacanis· Host0:56
Okay. I like it.
David Friedberg· Host0:57
Benioff got the invite to the two hottest tickets. He got the invite to Windsor Castle in Tales, and then he got the invite, uh, when Prince Charles came here too, I saw. He was in Tales then too.
Marc Benioff· Guest1:06
And also, we were at that Saudi dinner, too. Weren't you there, Chamath?
David Friedberg· Host1:09
I did not go to that one.
Jason Calacanis· Host1:11
All right. Well, we have a big docket here. The Trump-Xi summit has begun. That is the number one story right now after a two-month delay because of the war in Iran. This is the first visit to China since 2017. Seventh face-to-face meeting for Trump and President