Discussing Anthropic’s IPO filing on All-In
Chamath and the besties discussed Anthropic’s filing, AI infrastructure needs, Google’s market decline, and their final midterm predictions.
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Chamath Palihapitiya
Chamath Palihapitiya is an investor, All-In co-host, and the writer behind Learn With Me, sharing conversations and research on technology, business, and the economy.
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A closer look at the memory chip business
Chamath published a Deep Dive on memory chips, asking whether AI demand changes the industry’s familiar cycle of rising profits and expanding supply.
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Talking AI and cybersecurity with Nikesh Arora
Nikesh Arora joined Chamath, Jason, and Friedberg to discuss enterprise AI, cyber defense, open-source infrastructure, and the risks of autonomous agents.
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Ben Horowitz joins an AI financing discussion
Chamath, Jason, and Sacks welcomed Ben Horowitz for a conversation about CoreWeave’s debt, AI financing, Anthropic, and the value of power and compute.
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Debating AI consciousness and practical progress
On All-In, Chamath and the besties discussed Claude consciousness claims, model welfare, AI advances, and the place of intellectual property.
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