(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

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(0:00) David Friedberg welcomes Senator John Fetterman; SAVE Act thoughts

(1:08) The broken Democratic Party: TDS, what he stands for, why the party changed, losing bipartisanship, popularity with Republicans

(11:42) Iran exit strategy, NATO allies bail on the US

(17:42) Israel's influence, AIPAC, growing anti-Israel sentiment

(20:16) SAVE Act, why he supports voter ID but not this bill, election fraud

(26:41) Government shutdown, red lines with ICE and immigration, birthright citizenship, why Biden opened the border

(32:49) Debt death spiral, government fraud

(37:38) Why he's still a Democrat, national wealth tax, anti-AI sentiment, state of agriculture

Follow Sen. Fetterman:

https://x.com/SenFettermanPA

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

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Follow on Instagram:

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Intro Music Credit

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

(0:00) Travis Kalanick: Officially exiting stealth mode, what he's been working on

(5:52) How to automate the physical world, markets to go after

(11:00) Return to self-driving: Tesla, Waymo, and the autonomous race

(16:17) Leaving Los Angeles for Austin, the decline of truth and justice in California

(25:51) Actuators, robot hands, "Capital as a weapon," Middle East SWF impacted by Iran War

(36:00) Michael Dell: Dorm room to $140B in annual revenue, why Texas attracts founders

(43:46) Dell's $50B AI infrastructure bet

(1:03:50) Invest America: Michael Dell's $6.25B gift - A 401k from birth for 25M kids

This podcast was recorded LIVE at Arena Hall in Austin, Texas.

Thanks to our partners for making this event possible!:

EY:

Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW.

Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

https://ey.com/en_us/insights/emerging-technologies/pulse-ai-survey

Forge Global:

We're proud to highlight our partners at Forge Global, who are helping the world's most innovative private companies and their teams gain #liquidcourage on their terms.

Learn more here: https://forgeglobal.com/who-we-serve/private-companies/

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