All-In with Chamath, Jason, Sacks & Friedberg

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

April 17, 2026 · 1 h 31 min

🎙️ Full episode

0:00 / 1:30:57

No time for the whole episode?

A debrief is a short AI summary of this episode, written and voiced: the key takeaways, notable quotes, and the moments worth hearing in full. It takes a few minutes to make. Free during the beta, up to 5 new debriefs a week.

Show notes

() Bestie intros: Travis Kalanick joins the show!

() Mamdani taxes the rich: new pied-à-terre tax coming to NYC

() OpenAI's identity crisis: Leaked memo, enterprise pivot, Anhropic valuation flip () Big Tech's compute dominance: How will this impact frontier labs?

() Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster?

() The Price is Wrong: Name That Overvalued Startup ROUND 1

() Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine

() State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations

() The Price is Wrong: Name That Overvalued Startup ROUND 2

Apply for Summit 2026:

https://allin.com/events

Follow Travis:

https://x.com/travisk

Follow the besties:

https://x.com/chamath

https://x.com/Jason