Podbit · All-In with Chamath, Jason, Sacks & Friedberg

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

Explore episode Jul 3, 2026

Technology

Nvidia Takes the Gloves Off: The NeMoTron Open Source Play

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthrigh… · Jul 3, 2026 Technology

Jensen Huang has had a competitive open-source model for a while but deliberately kept it quiet — because his top customers, OpenAI and Anthropic, were nervous about it. Now that those same companies are building their own chips to compete with Nvidia, the gloves are off. The Palantir-Nvidia deal is the first move in owning the full AI stack: hardware plus free frontier model.

Where this was said

Palantir-Nvidia open source deal, Alex Karp's CNBC Crashout

At 26:08 · chapter starts 0:21

Jason escalates the argument from data to survival: Lotus 1-2-3, WordPerfect, and VisiCalc were all Microsoft's 'partners' before they were replaced by Excel and Word. Sam Altman went to Y Combinator offering $2M in free tokens — not as a gift, but to map what the next generation of founders is building so OpenAI can incorporate those innovations.^{[1]

— Jason Calacanis

"Nobody who went to bed with Microsoft in the '80s, Facebook in the 2000s, or Sam Altman now in the 2020s did not wake up with their throat …"

20:00} Chamath sharpens the frame: Apple's 30% App Store tax created an incentive to leave developers enough margin to survive. OpenAI and Anthropic offer no such deal — there's no 30% tax because they intend to take 100%. The deeper issue, Chamath argues, is that you can't rent intelligence from the same company that rents it to your competitor. The result is inevitable commoditization: both companies end up with the same AI capabilities, destroying the competitive differentiation that justified building in the first place.

Something has gone completely wrong. And the basic view among enterprises in this country is, I'm going to chillax and waste my time with tokens. I'm going to get no value and they're going to get my IP.

Alex Karp

AI Sovereignty Wars, Palantir-Nvidia De…

Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane.

Alex Karp

AI Sovereignty Wars, Palantir-Nvidia De…

Technology

Intelligence Sovereignty: Why Enterprises Must Own Their AI

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthrigh… · Jul 3, 2026 Technology

Sharing your company's data with Anthropic or OpenAI is handing a competitor your playbook. As Sacks explains, the Figma-Anthropic betrayal is the template: model providers watch where value is created, then compete directly — and the customer loses twice, paying for the tools that map their own defeat.

Technology

The Figma Betrayal: Anthropic's CPO on the Board, Then Gone in 3 Days

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthrigh… · Jul 3, 2026 Technology

Anthropic's chief product officer sat on Figma's board while the company was preparing Claude Design. He resigned 3 days before launch. Figma's founder said Anthropic wasn't fully honest. The stock dropped roughly 50% this year while Anthropic's valuation surged. This isn't a one-off — it's the business model.

Technology

Anthropic's Microsoft Playbook: From Operating System to Everything

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthrigh… · Jul 3, 2026 Technology

Anthropic saw Cursor was their biggest customer and crushing it in coding — then launched Claude Code to take that category. Now they've done it with Claude Design, Claude Science, Claude Legal, Claude Financial. The pattern is Microsoft Windows all over again: dominate the platform, then capture the most profitable verticals one by one.

Business

Figma stock down ~50% this year

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthrigh… · Jul 3, 2026

After Anthropic launched Claude Design to compete directly with Figma — while Anthropic's CPO sat on Figma's board — Figma's stock fell roughly 50% this year while Anthropic's valuation surged.

They are going to use their dominant position in the model to then grab more and more territory in any interesting and lucrative vertical.

David Sacks

AI Sovereignty Wars, Palantir-Nvidia De…

Business

Half of large US companies earn below cost of capital

AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthrigh… · Jul 3, 2026

A BCG study found that with long-term interest rates returning to their historical average of 8–11%, half of large US companies cannot generate returns on capital that exceed their cost of capital.

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