▶ 31:02 · $AMD · Chamath: OpenAI-AMD chip deal provoked Jensen's open-source counter-offensive

episode briefing

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

2026-08-29 · 13 company · 8 thematic

sentiment

9 bull1 bear3 neu

speakers

Founder and CEO of Social Capital and a co-host of the All-In podcast. An early Facebook executive who became a prominent venture and SPAC investor.

david sacks

Co-founder of Craft Ventures and a co-host of the All-In podcast. Part of the PayPal mafia and founder of Yammer; active on AI and tech policy.

david friedberg

Co-host of the All-In podcast and a serial founder, including The Climate Corporation. Focuses on science, agriculture and deep tech.

quote

“Sam Alman poked the tiger. If you look at what he did, he had done that huge hundred billion dollar deal with Nvidia back in 2025 and then he announced the AMD deal and Jensen was clearly not pleased about that... I think he's speed runnin…”

—chamath palihapitiya

episode shorts · 5

David Friedberg: America’s $40 Trillion Debt Problem Is About T…

Jason Calacanis: “Elon's Optimus will be the best-selling produ…

David Friedberg: Government Spending Ruins Everything it Touches

Sacks: China’s Biggest AI Advantage Over America Is Optimism

Chamath: “This could be the beginning of a death spiral.”

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