AI Bubble vs 1999: Why 100x Multiples Threaten Late-Stage Startups
The All-In crew breaks down AI valuations, Anthropic's monster IPO, and why selling secondary shares at Series A kills investor trust.
GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal
With Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg · Sunday, September 6, 2026
The Besties analyze OpenAI's GPT-6 Astra release and the debate over whether AGI has arrived, along with surging tech valuations and San Francisco real estate spikes ahead of the Anthropic IPO. They break down the political and cybersecurity fallout from the Hugging Face AI agent hack, investigate undisclosed conflicts of interest within the Effective Altruism movement, critique NYC's ban on generative AI in K-8 public schools, and evaluate the geopolitical implications of the US-Venezuela 100-year oil concession deal.
Why the Hugging Face Agent Hack Is Misunderstood
The Hugging Face agent hack was an exposed API key error, not a rogue breakout. Here is why dynamic AI defense will beat static code.
Why AI Doomerism Is a Regulatory Trap
How Effective Altruism doomer narratives push closed-source AI monopolies and why Nvidia is backing open source to fight back.
Why Banning AI in Public Schools Deepens Class Divides
The All-In crew breaks down NYC's K-8 AI ban, Stanford research on learning gains, and how tech restrictions hurt public school students.
OpenAI, Anthropic, and the Two-Tier AI Market
David Sacks and Chamath Palihapitiya break down the OpenAI-Anthropic duopoly, commodity open-source models, and GPT-6 Astra.
Why the US Venezuela Oil Deal Focuses on Heavy Crude
The All-In hosts analyze the 100-year US-Venezuela oil concession and why heavy crude matters for Gulf Coast refineries.