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All-In PodcastHow hyperscalers bet $725B on a grid that can't keep up
The $725B hyperscaler CapEx wave is chasing electricity, not model demand. No GPUs sit dark; OpenAI's user miss is a power problem, not a product one.
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Episode Details
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
hostAngel investor and entrepreneur; primary moderator/host of the All-In Podcast.
David Sacks
hostVenture capitalist at Craft Ventures and tech executive; co-host of the All-In Podcast.
Chamath Palihapitiya
hostFounder/CEO of Social Capital; investor and co-host of the All-In Podcast.
David Friedberg
hostEntrepreneur and investor (The Production Board); co-host known for science/biotech takes on All-In.
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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