All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding
10 Sep 2025
(0:00) Introducing Elon Musk, and reflecting on his DOGE experience (2:47) Optimus: Progress and potential, the “hands problem” (12:20) Tesla: AI5 chips, impact on FSD (16:50) SpaceX: Vision for Starlink-enabled smartphones, $17B spectrum deal, Starship update (26:16) xAI: Next-gen Grok models, Colossus 2, scaling laws, “Grokipedia” (31:29) Evolving alongside AI, implosion of the West, the religion vacuum (37:36) Understanding the universe, going to the Moon, what happens on Mars? Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IREN: https://iren.com/ Oracle: https://www.oracle.com/ Circle: https://www.circle.com/ BVNK: https://www.bvnk.com/ Follow Elon: https://x.com/elonmusk Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect
Full Episode
I believe Optimus is going to be the greatest product ever created by humanity.
Elon Musk and his XAI startup have built the largest and most powerful artificial intelligence training supercomputer in the world.
As far as I know, there's only one person in the world who could do that, you know?
This is an arms race of epic proportions. He's a big thinker. You guys went on Fox the other day with the Doge team. You saw Elon's face nodding while they were speaking with a grin ear to ear. He was proud.
He is proud. XAI has acquired X in an all stock transaction.
Tesla's first robo taxis are officially on the road.
The company's board proposed a new compensation package for the CEO that could pay him just about a trillion dollars in stock.
He gets nothing if he doesn't hit the numbers.
SpaceX will buy wireless spectrum licenses from Echo Star for its Starlink satellite network for about $17 billion. Three, two, one.
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