▶ 30:30 · $SPCX · Travis Kalanick: Elon's Colossus expanding to 555K GPUs, $18B investment; now renting capacity to Cursor

episode briefing

All-In Podcast

OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out

2026-04-17 · 8 company · 5 thematic

sentiment

6 bull2 bear0 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.

travis kalanick

Former Uber CEO now building Pronto, an 'industrial AI' company that raised $1.7B to deploy full-stack autonomy across mining, food production, and transportation by retrofitting existing heavy machinery.

quote

“Colossus, which Elon's been building. He's expanding to 555,000 GPUs across three buildings, 18 billion in investment. He If then if you look at Prometheus, Meta's planned 2026, that's 150,000 GPUs. So, this is uh what you... Elon just ann…”

—travis kalanick

episode shorts · 5

David Friedberg: The datacenter is the new temple of the wealth…

Chamath: Nancy Pelosi's returns are so good because Reg FD does…

David Friedberg: Eric Swalwell's allegations were held for the…

Why did Anthropic hold back Mythos?

“AGI is not here yet, and it's silly for folks to say it is.”

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Codex outperforms Anthropic on complex long-horizon coding tasks. OpenAI should let the consumer team run independently (worth $3-4T) while isolating an enterprise team to capture…

$ANTHROPICbullish· highdavid friedberg

Freeburg: Anthropic's innovation pace unprecedented, 90% of his org switched to Anthropic in 6 months

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$OPENAIbearish· mediumdavid sacks

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$SPCX···bullish· mediumtravis kalanick

Travis Kalanick: Elon's Colossus expanding to 555K GPUs, $18B investment; now renting capacity to Cursor

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$BE···bullish· mediumchamath palihapitiya

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$BRK.B···bearish· mediumchamath palihapitiya

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Chamath: SpaceX IPO crucial ASAP to delever; Anthropic or OpenAI should front-run each other to go public first

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