AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

<p>(0:00) Bestie intros: Happy Fourth of July!</p> <p>(0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout"</p> <p>(33:52) Update on the AI jobs debate</p> <p>(50:24) Anthropic's Fable 5 available after export restrictions lifted</p> <p>(59:06) SCOTUS upholds birthright citizenship, striking Trump's EO</p> <p>(1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union</p> <p>Apply for Summit 2026:</p> <p><a href= "https://allin.com/events">https://allin.com/events</a></p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models"> https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models</a></p> <p><a href= "https://x.com/PalantirTech/status/2072326189079757277">https://x.com/PalantirTech/status/2072326189079757277</a></p> <p><a href= "https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f"> https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f</a></p> <p><a href= "https://www.google.com/finance/quote/FIG:NYSE">https://www.google.com/finance/quote/FIG:NYSE</a></p> <p><a href= "https://x.com/DavidSacks/status/2072673187666813226">https://x.com/DavidSacks/status/2072673187666813226</a></p> <p><a href= "https://x.com/chamath/status/2072665199786561713">https://x.com/chamath/status/2072665199786561713</a></p> <p><a href= "https://x.com/quxiaoyin/status/2072428278976074115">https://x.com/quxiaoyin/status/2072428278976074115</a></p> <p><a href= "https://x.com/chamath/status/2072390507628540213">https://x.com/chamath/status/2072390507628540213</a></p> <p><a href= "https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us"> https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us</a></p> <p><a href= "https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary"> https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary</a></p> <p><a href= "https://x.com/GavinNewsom/status/2070496029280276571">https://x.com/GavinNewsom/status/2070496029280276571</a></p> <p><a href= "https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed"> https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed</a></p> <p><a href= "https://x.com/JeanneIves/status/2072165726526308719">https://x.com/JeanneIves/status/2072165726526308719</a></p> <p><a href= "https://polymarket.com/event/democratic-presidential-nominee-2028"> https://polymarket.com/event/democratic-presidential-nominee-2028</a></p>