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The All-In Podcast · June 26, 2026 · 01:41:43

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Gavin Baker, Travis Kalanick
Show Notes

Chamath, Jason, Sacks, and Friedberg welcome investors Gavin Baker and Travis Kalanick. They break down a wave of socialist primary wins in NYC and what it means for the Democratic Party's future. The conversation shifts to China's open-source AI catch-up via distillation, Micron's record earnings and the AI memory crunch hitting consumer hardware, the math behind space-based datacenters, and IPO updates for Anthropic, SpaceX, and Cerebras.

This summary was generated from show notes and public descriptions, not from a full transcript review. Details may contain inaccuracies.

Highlights

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Socialists Sweep NYC Primaries0:01:05
Socialist candidates endorsed by Zaki Mamdani won multiple congressional primaries in New York City, signaling a leftward shift in the Democratic Party.
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China's AI Catch-Up via Distillation0:45:12
China's open-source AI models are rapidly catching up to Western counterparts using distillation techniques.
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Micron's Blowout Quarter and the AI Memory Crunch1:01:46
Micron reported record earnings driven by AI demand, highlighting a memory supply crunch that is now hitting consumer hardware like Apple devices.
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The Math of Space-Based Datacenters1:10:17
The group examines the feasibility of distributed compute and putting datacenters in space to leverage solar energy and cooling advantages.
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IPO Updates: Anthropic, SpaceX, Cerebras1:27:22
IPO market updates include Anthropic's eye-popping $3 trillion valuation, SpaceX's planned float, and Cerebras shares dropping below their deal price.
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