All-In PodcastSocialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
Episode Details
EPISODE INFO
- Released
- June 27, 2026
- Duration
- 1h 41m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price Follow Gavin: https://x.com/GavinSBaker Follow Travis: https://x.com/travisk 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: #allin #tech #news
SPEAKERS
Jason Calacanis
hostAngel investor and podcast host; primary moderator of the All-In Podcast.
Chamath Palihapitiya
guestFounder of Social Capital and venture capitalist/tech investor.
Gavin Baker
guestManaging Partner at Atreides Management and public-markets investor.
David Friedberg
guestEntrepreneur and investor (The Production Board); known for hands-on tech/AI experimentation on All-In.
Travis Kalanick
guestCo-founder and former CEO of Uber; technology entrepreneur.
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and Chamath Palihapitiya, Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter explores nYC socialist wins, China’s AI surge, and memory-driven compute economics The hosts argue that DSA-aligned primary victories in NYC reflect a charismatic new political operator, low-turnout electoral dynamics, and deep dissatisfaction among younger voters facing housing, debt, and cost pressures.
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