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

<p>(0:00) Gavin Baker and Travis Kalanick join the show!</p> <p>(1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC</p> <p>(22:51) Future of the Democratic Party, the Israel issue, social media bans</p> <p>(45:12) China's open-source AI catch up, distillation, OpenAI's new chip</p> <p>(1:01:46) Micron smashes earnings, AI's memory crunch hitting Apple and consumer hardware</p> <p>(1:10:17) The math behind distributed compute and datacenters in space</p> <p>(1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price</p> <p>Follow Gavin:</p> <p><a href= "https://x.com/GavinSBaker">https://x.com/GavinSBaker</a></p> <p>Follow Travis:</p> <p><a href="https://x.com/travisk">https://x.com/travisk</a></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://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579"> https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579</a></p> <p><a href= "https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710"> https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710</a></p> <p><a href= "https://x.com/thestustustudio/status/2067356255916536120">https://x.com/thestustustudio/status/2067356255916536120</a></p> <p><a href= "https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127"> https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127</a></p> <p><a href= "https://x.com/EndWokeness/status/2069645066252034288">https://x.com/EndWokeness/status/2069645066252034288</a></p> <p><a href= "https://x.com/america/status/2069622732279402804">https://x.com/america/status/2069622732279402804</a></p> <p><a href= "https://x.com/realmaalouf/status/2069433391162798337">https://x.com/realmaalouf/status/2069433391162798337</a></p> <p><a href= "https://x.com/JoshBlockDC/status/2070108811851882691">https://x.com/JoshBlockDC/status/2070108811851882691</a></p> <p><a href= "https://x.com/EndWokeness/status/2069776474429624684">https://x.com/EndWokeness/status/2069776474429624684</a></p> <p><a href= "https://x.com/EndWokeness/status/2068829255786803368">https://x.com/EndWokeness/status/2068829255786803368</a></p> <p><a href= "https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people"> https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people</a></p> <p><a href= "https://x.com/PirateWires/status/2069146641266094417">https://x.com/PirateWires/status/2069146641266094417</a></p> <p><a href= "https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e"> https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e</a></p> <p><a href= "https://x.com/jietang/status/2067580270078030088">https://x.com/jietang/status/2067580270078030088</a></p>