(0:00) Intro live from Nvidia GTC

(0:37) CoreWeave CEO, Michael Intrator

(32:58) Perplexity CEO, Aravind Srinivas

(1:07:11) Mistral CEO, Arthur Mensch

(1:18:57) IREN CEO, Daniel Roberts

Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
It all happens at the NYSE - https://nyse.com

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(0:00) Matt Mahan: Why He's Running for Governor

(1:51) How California Went From Bad to Worse

(12:05) Public Sector Unions & Lobbying in Sacramento

(19:05) California's Housing Crisis: Regulation & Fees

(34:52) California Energy Crisis: Gas Taxes & Green Policy

(43:57) The $1 Trillion Pension Time Bomb

(1:02:37) Trump, Tariffs & the Rise of Dangerous Populism

(1:09:14) Immigration Reform: ICE & the Path to Legal Status

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#allin #tech #news

(0:00) Jensen Huang joins the show!

(1:00) Acquiring Groq and the inference explosion

(9:27) Decision making at the world's most valuable company

(11:22) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing

(17:12) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes

(21:22) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future

(31:24) Open source, global diffusion, Iran/Taiwan supply chain impact

(40:19) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions

(48:06) Datacenters in space, AI healthcare, Robotics

(56:44) OpenAI/Anthropic revenue potential, how to build an AI moat

(59:38) Advice to young people on excelling in the AI era

Thanks to Airwallex for making this happen:

Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance.

https://airwallex.com/allin

Follow the besties:

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