All-In with Chamath, Jason, Sacks & Friedberg
All-In with Chamath, Jason, Sacks & Friedberg

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

May 15, 2026 · 1 h 17 min

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Show notes

() Salesforce CEO Marc Benioff joins the show!

() Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms

() Taiwan, chips, AI models, and peace through trade

() AI's impact on software: What SaaS thrives, what SaaS dies?

() OpenAI is considering suing Apple over failed ChatGPT integration

() Thinking Machines releases real-time model, future of consumer AI, multi-sensory models

() Science Corner: Impacts of a historically strong El Nino in 2026

() Anthropic goes after "Dark SPVs"

Follow Marc Benioff:

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Apply for Summit 2026:

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https://x.com/altcap

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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

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