Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

<p>(0:00) Bestie intros!</p> <p>(1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble</p> <p>(17:42) IPO market, SPAC 2.0</p> <p>(27:41) The AI rollup opportunity</p> <p>(36:01) Sacks joins the show!</p> <p>(38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content?</p> <p>(45:04) Open source AI: DeepSeek's new model, pressure on US AI industry</p> <p>(1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation</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://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900"> https://apnews.com/article/ea-electronic-arts-video-game-silver-lake-pif-d17dc7dd3412a990d2c0a6758aaa6900</a></p> <p><a href= "https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost"> https://www.ign.com/articles/xbox-game-pass-ultimate-price-rises-to-30-a-month-microsoft-adds-more-day-one-games-and-throws-in-fortnite-crew-and-ubisoft-classics-to-help-justify-the-cost</a></p> <p><a href= "https://x.com/Jason/status/1973461806585966655">https://x.com/Jason/status/1973461806585966655</a></p> <p><a href= "https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai"> https://www.npr.org/2025/09/05/nx-s1-5529404/anthropic-settlement-authors-copyright-ai</a></p> <p><a href= "https://x.com/scaling01/status/1972650237266465214">https://x.com/scaling01/status/1972650237266465214</a></p> <p><a href= "https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act"> https://www.insidetechlaw.com/blog/2025/09/californias-transparency-in-frontier-artificial-intelligence-act</a></p> <p><a href= "https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis"> https://www.datacenterdynamics.com/en/news/google-withdraws-rezoning-proposal-for-468-acre-data-center-project-in-franklin-township-indianapolis</a></p>