Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

史上最大杠杆收购，SPAC 2.0时代，开源人工智能模型，国家人工智能监管狂潮

All-In with Chamath, Jason, Sacks & Friedberg

2025-10-04

1 小时 29 分钟

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单集简介 ...

(0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 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://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900 https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost https://x.com/Jason/status/1973461806585966655 https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai https://x.com/scaling01/status/1972650237266465214 https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis

All right, everybody, welcome back to the number one podcast in the world.
Of course, that's the all-in podcast.
I'm your host, Jason Callaghanis, with me again, your chairman,
dictator, Chamath Palihapatiya, and the Sultan of Science, David Freeberg.
David Sacks will be calling in from the skift.
He's in some deep negotiations for the United States of America.
Skift.
From the skift.
Skift.
It's not, it's not tea at the end, it's just skift.
No tea.
No, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no,
no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no,
no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no, no,
no, no, no, no, no, no, no, no, no, no, no, no,
no, no, no, no, no, no, no, What do they do if you don't pass?
They remove you from your, you probably get a cure period.
We should do a push-up contest.
That would be great.
Winner take off.

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Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

史上最大杠杆收购，SPAC 2.0时代，开源人工智能模型，国家人工智能监管狂潮

All-In with Chamath, Jason, Sacks & Friedberg

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