All-In with Chamath, Jason, Sacks & Friedberg · 2026-06-26 · 102 min · 17,841 words

Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter

Listen to the original audio · Transcribed with NVIDIA Parakeet · Timestamps stay in sync with the live audio

All right everybody, welcome back. Welcome back to the number one podcast in the world, the all-in podcast, episode 278. And uh Freeberg, he took a mental health day today after the socialist sweep in New York City. So we invited two guests, they both said yes. Travis Kalinick is here from Adams.

How you doing, brother? I'm good. I'm good. Good to see you. Good to see you.

Good to see you. And after a triumphant week at Starbase, the one, the only, everybody's favorite, Gavin Baker of Atreides management. How are you doing, Gavin? Great, man. Thanks for having me.

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