How hyperscalers bet $725B on a grid that can't keep up

ℹ️ EPISODE INFO

Released

May 1, 2026

Duration

1h 20m

Channel

All-In Podcast

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

(0:00) Bestie intros (3:05) OpenAI misses targets, Codex gains on Claude (20:02) AI cybersecurity: a market that's about to explode (31:03) Elon vs Sam Altman lawsuit (41:00) Big tech smashes earnings, Capex explosion (52:44) Vibecoding nightmare: AI deleted someone's codebase (58:33) Retatrutide craze: peptides go mainstream (1:06:34) Friedberg's Supreme Court experience 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: https://www.instagram.com/missthingthepod https://www.wsj.com/tech/ai/openai-misses-key-revenue-user-targets-in-high-stakes-sprint-toward-ipo-94a95273 https://polymarket.com/event/ipos-before-2027 https://x.com/aakashgupta/status/2049723185617412550 https://arxiv.org/pdf/1803.03635 https://x.com/AISecurityInst/status/2049868227740565890 https://x.com/ns123abc/status/2049527702076449244 https://www.reuters.com/legal/litigation/openai-trial-pitting-elon-musk-against-sam-altman-kicks-off-2026-04-28 https://x.com/ns123abc/status/2049527702076449244 https://www.google.com/finance/quote/CSCO:NASDAQ https://x.com/chamath/status/2049864100143104420 https://x.com/zerohedge/status/2049895327566561683 https://x.com/lifeof_jer/status/2048103471019434248 https://x.com/levie/status/2049163935182733396 https://www.foxnews.com/media/carville-tells-dems-quietly-prepare-power-grab-dc-puerto-rico-statehood-supreme-court-packing #allin #tech #news

🎤 SPEAKERS

• Jason Calacanis

  host

  Angel investor and entrepreneur; primary moderator/host of the All-In Podcast.

• David Friedberg

  host

  Entrepreneur and investor (The Production Board); co-host known for science/biotech takes on All-In.

• Chamath Palihapitiya

  host

  Founder/CEO of Social Capital; investor and co-host of the All-In Podcast.

🧾 EPISODE SUMMARY

In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, How hyperscalers bet $725B on a grid that can't keep up explores openAI growth stumbles as compute, cyber, and peptides surge forward OpenAI reportedly missed user and revenue targets, raising concerns about its massive compute spend commitments and IPO readiness.

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