All-In

Blake Scholl × Jason Calacanis

Boom’s 42 MW, water-free, behind-the-meter data-center system repurposes its Mach 1.7 engine core, with the first engine due next month, while vertical integration targets multiple gigawatts annually and more than 10 GW added to the grid over five years.Overture targets a $3,500 round-trip break-even fare and a four-year goal, but the actual service date remains uncertain as regulatory momentum accelerates.

Chamath Palihapitiya × Jason Calacanis × David Sacks × David Friedberg × Gwynne Shotwell × Elon Musk

Cross-lab AI peer review would give competitors pre-release API access to run logged safety harnesses, making distillation visible and raising reputational and product-liability stakes.Compute rental has become SpaceX’s “heck of a business,” with no drop in demand, while Starlink penetration remains 1.5–2%.Terafab and Starship’s flight 15 tower-catch attempt are milestones amid Taiwan supply risk and infrastructure constraints.

Jason Calacanis × David Sacks × David Friedberg × Brad Gerstner

Google’s infrastructure-first capital shift is coinciding with senior AI departures, while Sacks sees Anthropic and OpenAI forming a premium frontier duopoly as cheaper models pressure weights toward commodity pricing.SpaceX reported $7.8B revenue, up 92% YoY, and Starlink’s cash generation could fund expansion, but the proposed $300B-scale AI buildout leaves financing, spot pricing, and demand sensitivity as key risks.

Jason Calacanis × Dino Mavrookas × Vibhav Altekar

Corsair’s rescue of two U.S. pilots in the Strait of Hormuz moved maritime autonomy from demonstration to operational trust, while Saronic’s 230-to-1 China-U.S. shipbuilding comparison frames industrial capacity as the central strategic gap.Its Marauder thesis targets payload economics through lower-cost, fixed-price autonomous vessels, with Brownsville and Louisiana yards adding scale; production, authorization thresholds, and the eventual manned-unmanned mix remain key variables.

David Friedberg × Shyam Sankar × Trae Stephens

US military power is increasingly constrained by factory capacity, with Ukraine consuming “10 years of production in 10 weeks,” a 10,000-to-one drone gap, and a 223x shipbuilding disadvantage versus China.Anduril’s five-million-square-foot Arsenal-1 is designed as a modular manufacturing platform for attritable systems, addressing the economics of replacing $2 million interceptors with $20,000 drones.The high-low mix may shift massively over five to 10 years, but Stephens estimates roughly 18 months even with unlimited cash to establish a sustainable industrial base.

David Friedberg × Cleo Abram × Alex Filippenko × Keller Rinaudo Cliffton

Cleo Abram’s six-million-subscriber Huge If True shows optimistic, technically serious creator media can scale globally, with sponsors funding ambitious work and streamers potentially extending validated YouTube IP.Webb is revealing unexpectedly early galaxies while Zipline demonstrates autonomous delivery at commercial scale, but US science cuts threaten the talent needed to analyze extraordinary data and expand critical infrastructure.