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The All-In Summit returned to Los Angeles this year with one of its biggest lineups yet: Elon Musk, Jensen Huang, Satya Nadella, Gwynne Shotwell, Jared Isaacman, Brad Gerstner, Bill Gurley, Dina Powell McCormick, Jake Paul, Nick Shirley, Blake Scholl, Martin Shkreli & more — alongside hosts Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg.
→ Listen on X, Spotify, YouTube, Apple
Over three days, some of the biggest names across technology, AI, investing, energy, space, media and politics came together for conversations about where the world is heading.. spoiler alert it’s not extinction.
I asked 10 founders, CEOs, investors & creators 1 question..
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
00:00 — Brad Gerstner, Altimeter: AI Safety
02:28 — Naveen Rao, CEO of Unconventional AI: AI Doom, Energy Efficiency & the SaaSpocalypse
09:00 — Jonathan Neman, CEO of Sweetgreen: AI vs. Processed Food
13:14 — Toby Rice, CEO of EQT: AI, Natural Gas & America’s Energy Demand
20:49 — Wen Sang, COO of Genspark: Why AI Should Speed Up, Not Slow Down
25:10 — Geoff Woo, Anti Fund: Free Will, Consciousness & the Singularity
33:24 — Nick Shirley: California High-Speed Rail & Government Spending
36:35 — Jake Paul, Anti Fund: Updating the Constitution
38:47 — Kent Draper, CCO of IREN: AI Infrastructure & Compute Demand
42:37 — Michael Brandt, CEO of Ketone-IQ: The Human Body as the Next Technology Platform
TLDR: The Answers Went Everywhere
AI doom, the end of SaaS, energy and data centers, AI infrastructure, processed food, consciousness and free will, the human body as a technology platform and even whether the U.S. Constitution needs an update.
→ Listen on X, Spotify, YouTube, Apple
Brad Gerstner — Founder & CEO, Altimeter Capital
AI safety, the debate over slowing AI development, independent peer review and watching the AI debate between Elon Musk, Jensen Huang and others unfold in real time.
Naveen Rao — Founder & CEO, Unconventional AI
Why AI doom is “fear-mongering,” nanojoules per image, building AI hardware thousands of times more energy efficient and why he believes software could become a de minimis part of the value stack.
Jonathan Neman — Co-Founder & CEO, Sweetgreen
“AI’s not gonna kill us, but processed food will.” The lettuce scare, ultra-processed food and why he thinks people are being pushed away from fresh food.
Toby Rice — President & CEO, EQT
AI’s massive energy requirements, natural gas, LNG, data centers and why energy + intelligence could create a new era of abundance.
Wen Sang — Co-Founder & COO, Genspark
Why AI needs to speed up, not slow down; bringing AI agents to 1B+ knowledge workers; and building a “fleet of Goldman Sachs analysts in your pocket.”
Geoff Woo — Co-Founder & Managing Partner, Anti Fund
Why he doesn’t believe humans have free will, whether AI needs consciousness, the singularity, longevity and what happens to status and purpose when intelligence becomes abundant.
Nick Shirley — Independent Journalist
California high-speed rail, government spending and why he believes the project should be stopped.
PS: You can support Nick Shirley's work by subscribing on X, grabbing a Califraudia Republic tee, or donating on his website.
Jake Paul — Co-Founder & Managing Partner, Anti Fund
Why he believes the U.S. Constitution needs to be updated for a world of autonomous systems and increasingly advanced technology.
Kent Draper — Chief Commercial Officer, IREN
Why execution is becoming the differentiator in AI infrastructure, vertically integrated neoclouds, physical AI and why compute demand continues to exceed supply.
Michael Brandt — Co-Founder & CEO, Ketone-IQ
Why the human body is the next major technology platform, biohacking, wearables, peptides, GLP-1s, ketones and treating the body like an API.
The All-In Summit is the annual gathering from the All-In Podcast, bringing together major founders, CEOs, investors, technologists, policymakers & creators for conversations spanning tech, business, markets & society.
It’s already open for sign-ups for 2027, apply to attend!
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The material presented on Molly O’Shea’s website are my opinions only and are provided for informational purposes and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy, or investment product. Any analysis or discussion of investments, sectors or the market generally are based on current information, including from public sources, that I consider reliable, but I do not represent that any research or the information provided is accurate or complete, and it should not be relied on as such. My views and opinions expressed in any website content are current at the time of publication and are subject to change. Past performance is not indicative of future results.
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