SHOW DIRECTORY
All-In
Industry veterans Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg cover economics, technology, politics, society, and poker.
SOURCE DESCRIPTION · RSS
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy
Chamath PalihapitiyaJason CalacanisDavid SacksDavid Friedberg
EA’s $55 billion take-private at $210 per share bets gaming IP can escape Xbox and PlayStation tolls through AI and direct distribution.DeepSeek-V3.2-Exp makes model choice an economic variable, with API costs up to 50% lower than Claude, though migrations take weeks or months.Power and regulation could constrain AI’s upside: shifting just 40 peak hours might unlock 80 gigawatts, while more than 1,000 state AI bills and 118 enacted laws risk 50 incompatible regimes.