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

2026-06-27 Entertainment
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All-In Podcast
All-In Podcast
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Description

(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 Follow Travis: https://x.com/travisk 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: #allin #tech #news

Top Comments (10)

@MoBattah 2026-06-27

“Friedberg took a mental health day today after the socialist sweep in NYC” is too funny

570 11 replies
@thomasgledhill3101 2026-06-27

You guys should get someone on the left to explain the Mamdani sweep. Pod needs an outside perspective on Ai and the K shaped economy.

532 61 replies
@masterchief-ka 2026-06-27

These folks are completely disconnected from rest of the world

349 25 replies
@timwilson8913 2026-06-27

I am a Capitalist... the idea that a.i will level inequality, is certifiably insane 😂

282 38 replies
@mainecdesign 2026-06-27

“AI is the great leveler” as the frontier models are being restricted to the government and specific large companies 😂

269 22 replies
@smilingstar99 2026-06-27

Great interview. Travis & Gavin make some great points.

178 3 replies
@simonhall8376 2026-06-27

Have you guy's ever thought about getting one of these socialists on your pod? I'd like to see the debate please!

160 10 replies
@bethanysprague2644 2026-06-27

In the last month alone, I personally know 6 people actively job hunting. All experienced, all educated. They've applied to dozens of companies and can barely get a callback. They're beyond frustrated. So when the panel waves off the labor market as "job loss misinformation," I have to ask: is it really? Because what I'm seeing on the ground tells a different story.

68 5 replies
@rekaahne7190 2026-06-28

Flat basketballs make me more anxious than ballot harvesting.

10
@mwcui 2026-06-28

Having Travis give an operator in the physical work perspective, is great perspective

5

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