SpaceX-Cursor Deal, SaaS Debt Bomb, New Apple CEO, SPLC Indictment, Colon Cancer Spike
All-In covers AI dealmaking, SaaS fragility, Apple succession, nonprofit misconduct allegations, and a public-health science corner.
The Supply and Demand of AI Tokens | Dylan Patel Interview
AI tokens are becoming a strategic bottleneck, reshaping software, infrastructure, and even public debate
Elon's $60B Cursor Bet, Claude kills SaaS, and OpenAI's Mass Departures | EP #249
Frontier AI is moving from software features to platform power, with major implications for jobs, startups, and infrastructure
GLP-1s, Peptides, and The Trillion-Dollar Health Revolution
A sweeping case that GLP-1s may be the first proof point of a much broader health and longevity revolution
Sam Altman’s Attack, Amazon vs. Starlink, and What Opus 4.7 Actually Means | #248
AI progress, social backlash, and the next wave of human-machine transformation
The GPT Moment for Robotics Is Here
Robotics is nearing a foundation-model inflection point, with cloud-controlled systems, cross-embodiment learning, and real warehouse deployments suggesting the field is moving from demos to scalable products.
Elon Musk vs. Sam Altman, AI Job Loss, and OpenAI’s $852B Valuation | EP #247
A wide-ranging AI megatrends episode on frontier lab power struggles, job displacement, energy abundance, biotech acceleration, robotics, quantum risk, and the next wave of scientific breakthroughs.
The history and future of AI at Google, with Sundar Pichai
Sundar Pichai outlines how Google built its AI stack, why Search is evolving rather than being replaced, and where compute, capital, and internal adoption become the real bottlenecks.
An AI state of the union: We’ve passed the inflection point & dark factories are coming
AI coding has crossed an inflection point, and the bottleneck is shifting from writing code to deciding what to build, verifying quality, and securing agents.
Marc Andreessen on The Future of VC: Will a16z Go Public & Why Introspection is Dangerous?
Marc Andreessen on venture risk, founder psychology, AI concentration, and why a16z is not rushing to go public
NVIDIA's $1 Trillion Prediction, Anthropic Beats OpenAI, Tesla vs. TSMC & The CS Job Collapse | 240
A wide-ranging AI and robotics episode centered on NVIDIA’s trillion-dollar ambitions, the enterprise AI battle between Anthropic and OpenAI, Tesla’s chip ambitions, and the labor shock from automation.
Simon Willison: Engineering practices that make coding agents work - The Pragmatic Summit
Simon Willison on how coding agents become reliable: tests, templates, and sandboxing
OpenClaw Explained: Baby AGI, Security Threats, Mac Mini Became Everyone's Supercomputer | #237
OpenClaw as a blueprint for local, agentic AI—powerful, private, and still heavily supervised
Unlearn Negative Thoughts & Behaviors Patterns | Dr. Alok Kanojia (Healthy Gamer)
A wide-ranging conversation on distress tolerance, ego, meditation, and how modern media shapes mental health