(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price Follow Gavin: https://x.com/GavinSBaker [https://x.com/GavinSBaker] Follow Travis: https://x.com/travisk [https://x.com/travisk] Apply for Summit 2026: https://allin.com/events [https://allin.com/events] Follow the besties: https://x.com/chamath [https://x.com/chamath] https://x.com/Jason [https://x.com/Jason] https://x.com/DavidSacks [https://x.com/DavidSacks] https://x.com/friedberg [https://x.com/friedberg] Follow on X: https://x.com/theallinpod [https://x.com/theallinpod] Follow on Instagram: https://www.instagram.com/theallinpod [https://www.instagram.com/theallinpod] Follow on TikTok: https://www.tiktok.com/@theallinpod [https://www.tiktok.com/@theallinpod] Follow on LinkedIn: https://www.linkedin.com/company/allinpod [https://www.linkedin.com/company/allinpod] Intro Music Credit: https://rb.gy/tppkzl [https://rb.gy/tppkzl] https://x.com/yung_spielburg [https://x.com/yung_spielburg] Intro Video Credit: https://x.com/TheZachEffect [https://x.com/TheZachEffect] Referenced in the show: https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579 [https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579] https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710 [https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710] https://x.com/thestustustudio/status/2067356255916536120 [https://x.com/thestustustudio/status/2067356255916536120] https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127 [https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127] https://x.com/EndWokeness/status/2069645066252034288 [https://x.com/EndWokeness/status/2069645066252034288] https://x.com/america/status/2069622732279402804 [https://x.com/america/status/2069622732279402804] https://x.com/realmaalouf/status/2069433391162798337 [https://x.com/realmaalouf/status/2069433391162798337] https://x.com/JoshBlockDC/status/2070108811851882691 [https://x.com/JoshBlockDC/status/2070108811851882691] https://x.com/EndWokeness/status/2069776474429624684 [https://x.com/EndWokeness/status/2069776474429624684] https://x.com/EndWokeness/status/2068829255786803368 [https://x.com/EndWokeness/status/2068829255786803368] https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people [https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people] https://x.com/PirateWires/status/2069146641266094417 [https://x.com/PirateWires/status/2069146641266094417] https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e [https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e] https://x.com/jietang/status/2067580270078030088 [https://x.com/jietang/status/2067580270078030088]