AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie
Episode publishedPodcast: All-In with Chamath, Jason, Sa...All-In with Chamath, Jason, Sacks & Friedberg
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Alright, everybody. Welcome back to the number one podcast in the world. It's your favorite podcast. It's your podcast. It's favorite podcast. It's the All In podcast episode two seven nine. With me, Friedberg, Saxe, Chamath, you know the the squad. You know the squad. We're here. It's the summer, and we're ready to rock and roll. We got a power docket. We got a rocket docket. Palantir and NVIDIA have announced a sovereign AI partnership. Where have we heard that term before? Palantir is gonna use NVIDIA's Nemotron. Nemotron, like the Pixar film, open models to build a custom frontier quality
Our clients are just to say they're unhappy with the frontier labs is to say I'm welcome at the Berkeley faculty. It's like there's just a level of discomfort and loss of trust. Sam and and Dario there's nothing more fun than debating Dario in private. So it is I'm not throwing shade at them. Okay. But something has gone completely wrong, and the basic view among enterprises in this country is I'm gonna chillax and waste my time with tokens. I'm gonna get no value, and they're gonna get my IP. When the d o Department of War goes to you and says, I need this application. Do they get to control
Alright. And so some folks refer to this as a televised nervous breakdown. We here at All Ink call that Alex Karp on a Tuesday. And we talked about this, Chamath, Sachs, Friedberg. We talked about this a whole bunch. Back in February, I coined the term intelligence sovereignty. Here, here's your victory fap. Do I wanna give all of the secrets in our organization, every piece of intellectual property to Sam Altman who's gotta make a billion dollars a year to keep up with his spend? Right? He's going to build every application. I've been talking about AI sovereignty here for a bit just in terms
Well, look, J. Cal, I gotta give you some credit there. The first part of your take was spot on. After that, it was kind of diminishing returns. I'm not sure why we had to listen to the next thirty seconds ago. But, anyway Friends like these. It started off really strong, but let's go back to the supposed crash out by Karp on CNBC. It was nothing of the sort. It was all these legacy media types making that claim, and that's the first clue that he's actually saying something insightful and maybe kind of brilliant. And I think the thing that he said that I hadn't really thought about in quite th
his business
model requires that customers don't have a lot of choice at the model layer. And what Karp is pointing out here is that if you wanna have true AI safety as an enterprise, you have to retain the ability to choose at the model layer who gets to see and use your alpha.
Yeah. This is well said. I think you you you picked that carcass to the bone a bit, but, Shamath, you're actually doing specific examples of this, at 8090. You've been testing, some of the open source models. I saw you share that on Twitter X. So maybe you could give us a little feedback on what you've learned as, the CEO of eighty ninety and, you know, your firsthand experience now with using open source for the first time in the last couple weeks for this specific use case in enterprises.
When you start a company, I mean, you guys all know this, you're not starting it for the moment that exists today. You're almost sort of trying to forecast if such and such a set of things happen, then here is the scene that gets created because it takes time to build something and it takes time to get enough reps to know what you're doing in your go to market. This, for me, was the moment that I thought would arrive, which
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