Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

开源胜利,通用人工智能已至,斯柯塞斯的人工智能工具箱与Cerebras和黑森林实验室的CEO们

All-In with Chamath, Jason, Sacks & Friedberg

2026-07-10

1 小时 3 分钟
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(0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP Thanks to our partners for making this possible! AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN Nasdaq - Industries, capital, and intelligence are converging into a single, interconnected system, and the infrastructure behind it needs to evolve just as quickly. Nasdaq was built for this moment: Powering more than 135 marketplaces and regulators globally and connecting capital to the companies shaping the future. As the innovation economy accelerates, connectivity becomes the critical asset. Nasdaq is the technology platform that makes it possible, and scalable. Learn more at https://Nasdaq.com Follow Andrew: https://x.com/andrewdfeldman Follow Robin: https://x.com/robrombach 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/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg
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  • We are in the race for superintelligence, and Andrew Feldman is back.

  • And obviously, CEO and founder of Cerebris, doing inference chips, pioneered the space, had a successful IPO.

  • We've talked about this a couple of times.

  • We got to see each other in January at Davos.

  • IPO happens.

  • The boys and I got to sit with you recently.

  • That was fun.

  • At Liquidity.

  • That was really fun.

  • Had a great discussion with the boys.

  • But I wanted to deep dive with you about...

  • Couple of topics.

  • The first one is the build out of AI.

  • We've never seen a build out like this since, you know, the Great Wall of China.

  • Right.

  • Who knows?

  • The pyramids.

  • Right.

  • I mean, it feels like.

  • The amount of capital, time and intelligent people on the planet dedicating themselves to the build out of something.