All-In with Chamath, Jason, Sacks & Friedberg · 2026-07-31 · 97 min · 18,079 words

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

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All right, everybody, welcome back. Welcome back. to the number one podcast in the world. The core four. Fantastic for the original

Quartet is here. Did we peek at like uh number two? Or number three last week? Is that what happened? I think it was number four. four in the world. So yeah, I mean usually we're number one in the world. U S trending. US trending. We we're usually number one globally, but yeah. And sometimes number four US I forgot my Starlink, so let me apologize to everybody. That was a critical era when you're on the road or on the water.

But you know, it'll be fine. I had five huge leads come in this week. The Glen Gary, Glenn. Enterprise leads. Enterprise sales is a bear because it's super Chunky. But the deals are ginormous.

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