About This Episode
<p>(0:00) Salesforce CEO Marc Benioff joins the show!</p> <p>(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms</p> <p>(18:46) Taiwan, chips, AI models, and peace through trade</p> <p>(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?</p> <p>(47:26) OpenAI is considering suing Apple over failed ChatGPT integration</p> <p>(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models</p> <p>(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026</p> <p>(1:11:40) Anthropic goes after "Dark SPVs"</p> <p>Follow Marc Benioff:</p> <p><a href="https://x.com/Benioff">https://x.com/Benioff</a></p> <p>Save Scooter the Dog:</p> <p><a href="https://animalcare.lacounty.gov">https://animalcare.lacounty.gov</a></p> <p><a href="https://www.instagram.com/reels/DYJZFn0R6oY">https://www.instagram.com/reels/DYJZFn0R6oY</a></p> <p>Apply for Summit 2026:</p> <p><a href="https://allin.com/events">https://allin.com/events</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href="https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href="https://x.com/friedberg">https://x.com/friedberg</a></p> <p><a href="https://x.com/altcap">https://x.com/altcap</a></p> <p>Follow on X:</p> <p><a href="https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href="https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href="https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href="https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href="https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href="https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href="https://polymarket.com/event/will-china-invade-taiwan-before-2027"> https://polymarket.com/event/will-china-invade-taiwan-before-2027</a></p> <p><a href="https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027"> https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027</a></p> <p><a href="https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html"> https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html</a></p> <p><a href="https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html"> https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html</a></p> <p><a href="https://www.instagram.com/reels/DYJZFn0R6oY">https://www.instagram.com/reels/DYJZFn0R6oY</a></p> <p><a href="https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html"> https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html</a></p> <p><a href="https://www.youtube.com/watch?v=KO53gwuqZUQ">https://www.youtube.com/watch?v=KO53gwuqZUQ</a></p> <p><a href="https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight"> https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight</a></p> <p><a href="https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/"> https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/</a></p> <p><a href="https://x.com/thinkymachines/status/2053938892152435174">https://x.com/thinkymachines/status/2053938892152435174</a></p> <p><a href="https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation"> https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation</a></p> <p><a href="https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams"> https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams</a></p>