All In Podcast: NYC Left Shift, China AI Catch-Up, and Micron’s Bottleneck

A fast-moving breakdown of how politics, AI, and compute constraints are reshaping the future. In the full All In Podcast episode, Chamath Palihapitiya, David Sacks, Jason Calacanis, and guest Gavin Baker debate New York’s socialist surge, China’s progress in open-weight AI models like GLM 5.2, and Micron’s blowout quarter as a sign that high-bandwidth memory is becoming a major bottleneck. Along the way, they dig into Democratic Party ideology, Israel and the 2024-style primary debate, NGO-driven spending, and the physical limits on data centers, from land and power to cooling and regulation. The conversation also touches on one-gigawatt data centers, orbital compute, and the geopolitical stakes of AI infrastructure. Listen now to get the key ideas in minutes.