Navigate Select ESC Close

Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño

2026-05-15 Entertainment
161.9k
4.2k
649
All-In Podcast
All-In Podcast
1.1m subscribers

Unlock all features

FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.

Description

(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI models, and peace through trade (31:41) AI's impact on software: What SaaS thrives, what SaaS dies? (47:26) OpenAI is considering suing Apple over failed ChatGPT integration (56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models (1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026 (1:11:40) Anthropic goes after "Dark SPVs" Follow Marc Benioff: https://x.com/Benioff Save Scooter the Dog: https://animalcare.lacounty.gov https://www.instagram.com/reels/DYJZFn0R6oY Apply for Summit 2026: https://allin.com/events 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://polymarket.com/event/will-china-invade-taiwan-before-2027 https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027 https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html https://www.instagram.com/reels/DYJZFn0R6oY https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html https://www.youtube.com/watch?v=KO53gwuqZUQ https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/ https://x.com/thinkymachines/status/2053938892152435174 https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams #allin #tech #news

Top Comments (10)

@TaniaMercer 2026-05-15

No bro I’ve never been on the left 😂

403 19 replies
@williambamann1845 2026-05-15

Marc Benioff's first words.. I have never been a Democrat LOL wow

292 11 replies
@Quantum8AI 2026-05-15

​China recognized Elon Musk’s playbook as the blueprint for the future, leveraging Tesla to build a global monopoly in EVs, solar, and battery storage. ​Meanwhile, US leadership treated him like a political liability instead of a strategic asset. Incredible shortsightedness.

281 28 replies
@shereefmohammed3877 2026-05-15

Trump: china bad ALL IN : china bad Trump: china good ALL IN : china good

205 8 replies
@wonderfalls2 2026-05-15

Does anyone else remember the debate with Larry Summers and Ezra where Chamath and David criticizes Larry for "opening up China"? Trump said those exact words on this trip and now you guys are all in to selling whatever you can including start of the art chips?

153 21 replies
@AaronScottMatthews 2026-05-16

lol Marc says " those cars are pretty cool we should bring them to the States!" and Jason is like " No. bad idea. *click

132 16 replies
@dallin_stagg 2026-05-16

Bring episode numbers back

97 1 replies
@SiliconValleyCat 2026-05-15

Chamath is wrong on China. Yes, it's one of the most populous countries, but the consumers ability to consume have been declining and will further decline. Second, it'd be extremely difficult to compete in China with those goods you mentioned because they would copy and suck your products out of market. Lastly it's not a democratic country, so the economic entanglement won't work as you think. The communist party would sacrifice economic downturns to protect their system if they need to.

83 4 replies
@catmankitty9504 2026-05-16

Lmao China has wanted reunification with Taiwan since the CCP took over the mainland 75 years ago. It literally has nothing to do with chips, Taiwan would probably sabotage their factories if they thought they were about to lose anyways.

60 1 replies
@martytayman9138 2026-05-17

Terrific podcast. I value this weekly 1+hour very much. Thank you

7 1 replies

Unlock the Data Inside
Turn Videos into Knowledge

  • Get FREE 10/day: transcripts, summaries, chats
  • Chat with videos, export text & PDF
  • $1 free API credit for RAG, chatbots & research

Free forever plan • All features unlocked

App screenshot