Midterm Blood Bath, $4T AI Sell Off, Data Center Freeze, What’s Next for Trump
The All-In hosts dissect a Democratic midterm sweep, debating whether the Iran war or a broken economy drove it, then cover the $4 trillion AI sell-off, data center freezes and OpenAI's math breakthrough.
The gist
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Sacks blames the Iran war and its effects, saying inflation rose from 2.4% to 3.7% on gas and diesel costs, and ending the war is his top fix.
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Chamath argues ideology barely mattered, noting Democrats won 11 of 15 redrawn Republican seats, and says voters are rejecting an economy that fails wage earners.
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Calacanis points to the Silver Bulletin chart showing Trump's net approval falling from about plus 5 to minus 28, starting well before the war.
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Sacks expects fully permitted data centers to finish in 2027 but few new approvals after, while Chamath says hyperscalers that own power gain leverage over renters.
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Calacanis says his firm Launch spends roughly $40,000 to $50,000 a year on Grok and Claude and estimates about $2 million in value.
"I had pointed out this chart and this is the Silver Bulletin, which just absolutely nailed this cycle. They did a great job. Nate Silver is phenomenal at what he does, and here if you look at it, it's really worth looking at."
▶ Play at 29:05"We're spending like $50,000 a year, I think $40-50,000, on these subscriptions. Grok, Claude being the main ones. I estimate we're getting $2 million in value from that... the velocity of our investments is going up because we've automated everything."
▶ Play at 1:12:5636 creators recommend it, including This Week in Startups, Riley Brown, and Claire Vo.
See all on the Grok page"We're spending like $50,000 a year, I think $40-50,000, on these subscriptions. Grok, Claude being the main ones. I estimate we're getting $2 million in value from that... the velocity of our investments is going up because we've automated everything."
▶ Play at 1:12:56250 creators recommend it, including Riley Brown, Chris Koerner, and This Week in Startups.
See all on the Claude pageWhat they recommend · 3 picks
"I had pointed out this chart and this is the Silver Bulletin, which just absolutely nailed this cycle. They did a great job. Nate Silver is phenomenal at what he does, and here ..."
"We're spending like $50,000 a year, I think $40-50,000, on these subscriptions. Grok, Claude being the main ones. I estimate we're getting $2 million in value from that... the v..."
"We're spending like $50,000 a year, I think $40-50,000, on these subscriptions. Grok, Claude being the main ones. I estimate we're getting $2 million in value from that... the v..."
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