Particle Data Platform

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"

Follow Marc Benioff:

https://x.com/Benioff

Save Scooter the Dog:

https://animalcare.lacounty.gov

https://www.instagram.com/reels/DYJZFn0R6oY

Apply for Summit 2026:

https://allin.com/events

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

https://x.com/altcap

Follow on X:

https://x.com/theallinpod

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:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

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

https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight

https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/

https://x.com/thinkymachines/status/2053938892152435174

https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation

https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams

Clips

Transcript preview

First 90 seconds
  1. Jason 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.

  2. 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.

  3. David Friedberg· Host0:15

    No software CEOs, right, to China?

  4. Marc Benioff· Guest0:17

    There's no software, uh, CEOs in China.

  5. 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.

  6. Marc Benioff· Guest0:31

    I never have been.

  7. David Friedberg· Host0:32

    Jason, you're so- Sorry, bro ...

  8. 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?

  9. Marc Benioff· Guest0:39

    Listen, um, uh, the number one thing is, hey, I'm here to support the country.

  10. Jason Calacanis· Host0:44

    Got it.

  11. Marc Benioff· Guest0:45

    It's what I do.

  12. Jason Calacanis· Host0:46

    Okay.

  13. Marc Benioff· Guest0:46

    Yeah.

  14. Jason Calacanis· Host0:46

    So you're right in the middle. You have, uh, an allegiance to America.

  15. Marc Benioff· Guest0:50

    I hope so.

  16. Jason Calacanis· Host0:51

    Yeah.

  17. Marc Benioff· Guest0:52

    I'm not a Democrat or a Republican.

  18. Jason Calacanis· Host0:54

    You're an independent like me.

  19. Marc Benioff· Guest0:55

    I am American.

  20. Jason Calacanis· Host0:56

    Okay. I like it.

  21. 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.

  22. Marc Benioff· Guest1:06

    And also, we were at that Saudi dinner, too. Weren't you there, Chamath?

  23. David Friedberg· Host1:09

    I did not go to that one.

  24. 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

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.