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▶ 4:00 · AI Regulation & Policy · FINRA-style SRO proposed as least-bad AI regulation; Anthropic pushes capture via state patchwork
episode briefing
All-In Podcast

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

2026-07-18 · 15 company · 9 thematic
sentiment
12 bull1 bear2 neu
speakers
chamath palihapitiya

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.

jason calacanis

Angel investor, host of This Week in Startups and co-host of the All-In podcast. An early investor in Uber, Robinhood and Calm.

eric glyman

Eric Glyman co-founded Ramp in 2019 after selling his previous company Paribus to Capital One. He leads Ramp as a corporate card and finance automation platform that has surpassed $1B ARR and processes 2%+ of US corporate card spend.

episode shorts · 3

Chamath: Tokenmaxxing is a bridge to nowhere

David Sacks: Kathy Hochul is LYING about Datacenters!

David Friedberg: Scientists just REVERSED skin age from 70 year…

now playing · AI Regulation & Policy
AI Regulation & Policymixedscore 9/10david sacks
FINRA-style SRO proposed as least-bad AI regulation; Anthropic pushes capture via state patchwork
Demis Hassabis proposes industry-led SRO with federal oversight to avoid government 'DMV for AI'; David Sacks endorses with 5 conditions (broad representation, frontier-only, catastrophic r…
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AI-native operators (Stripe, Block, Cohen) buying stale digital incumbents (PayPal, eBay) to 'AI-ify' operations
Post-election M&A resurgence: PE + strategic consortia target non-founder-run digital assets with distribution but legacy tech. Bending Spoons proves roll-up model: buy Web 2.0 assets, inst…
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Open models (Grok, GLM, Mirror) at 1/100th cost of closed APIs; Anthropic lobbying to kill open source via regulation
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Token cost disparity 100x: OpenAI $56/M vs Grok $1.50 vs Chinese $0.50; local inference (Apple M7) threatens cloud APIs
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