All-In with Chamath, Jason, Sacks & Friedberg

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.

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CxMT's Record-Breaking Shanghai Debut

NPR News: 07-27-2026 7AM EDT · Jul 27, 2026 Technology

Chinese chipmaker CxMT became the most valuable company listed on China's stock exchanges after its shares soared on debut in Shanghai. Its chips power AI servers and consumer smartphones — a direct play on China's race to build semiconductor independence amid U.S. export restrictions.

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Anthropic's Open Source Argument Is Self-Serving

Steven Sinofsky: AI Doesn't Need New Rules Yet · Jul 27, 2026 Technology

When Anthropic argues that restricting open source is the best way to hurt China, the actual translation is: restricting open source is the best way to help Anthropic by eliminating a competitor. Sinofsky calls it un-American and un-tech — an industry that was built on open academic research trying to pull up the ladder behind it.