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Travis Kalanick, Gavin Baker | Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter, Sonic AI
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Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In Podcast
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Jun 27, 2026
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1:41:39
Interview
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
From
All-In Podcast
Jason Calacanis
(Venture Capitalist, All-In Podcast)
•
Travis Kalanick
(Co-founder, Uber)
•
Gavin Baker
(Managing Partner and CIO, Atreides Management)
•
Chamath Palihapitiya
(Investor, analyst, and partner at the firm 8090)
•
David Sacks
(AI and crypto czar)
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Executive Summary
The Democratic Socialists of America (DSA) demonstrated significant political power by sweeping key Democratic primaries in New York, signaling a radical shift within the Democratic Party.
China's Z.AI released a powerful open-source model (GLM 5.2) that rivals US frontier models in performance at a fraction of the cost, intensifying the US-China AI race and challenging the dominance of closed models.
The AI hardware and infrastructure sector is facing major supply constraints, with Micron's high-bandwidth memory (HBM) sold out through 2026 and hyperscalers dedicating up to 40% of capex to DRAM.
Internal conflict within the US AI industry, particularly Anthropic's push for regulation, has led to rollbacks of advanced models like Fable, potentially ceding ground to Chinese competitors.
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The Rise of the Democratic Socialists of America (DSA)
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Processed Jun 27, 2026
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