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All-In with Chamath, Jason, Sacks & Friedberg — Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
Scout ratingSCOUT· 65%1h 36m·2026-07-31·Technology

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"? (1:14:45) Socialism Corner: Mamdani's grocery stores and the…

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*All Friedberg:* 15:12 – Treasury yields, deficits, and AI market exuberance (4 min) 19:17 – Iran war, inflation, and China commoditizing AI models (2 min) 28:14 – China's nuclear fusion breakthrough (2 min) 49:58 – AI founders' self-import…

@12SmallStepsForMan · YouTube comment

I would trust Friedberg to run every single aspect of my life.

@Jp4habs · YouTube comment

Chamath kicked my Ass in stare Contest. I don't think he blinked once.

@TheDogAteMyBlueChews · YouTube comment

Oh My God, Chamath’s reaction to Freiburg’s emphasis on infinite energy..

@mahzaibaziz2233 · YouTube comment

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