The Wildest Hot Takes From the All-In Summit 2026

Allright, we have a live one. Brad is a very special celebrity because people come up to him with how much he's impacted their lives. I have to ask, we had some incredible programming here: Jensen, we had Elon chime in with Gwynne.

What is your hottest take from the All-In Summit this year?

Well, I mean, obviously we had a lot of controversy at the end of last week, you know, that I was quite critical of on Friday. People coming out saying there's a 10% chance of an extinction event from AI.

Then we had the Dario essay that I thought was, you know, a good path forward around independent monitors on Saturday. A lot of controversy about how much that meant slowing down. We had Elon come here and say, listen, I tend to agree with Dario, the risk is augmenting, and we need to have peer review, independent peer review.

I thought that was a great idea. Jensen said, listen, the labs themselves need to control it. They need to do a better job. They need to get this under control. The president calling in while Jensen's on the, you know, on the couch and chiming in.

So everybody thinks there's chaos. I don't think it's chaos. I think what we're doing is we're open-sourcing in real time how consensus forms. The sausage making's kind of ugly. But if you really just think about everything we heard, it's boiling down to a pragmatic consensus that, yes, there's more power and more risk than we may have thought of, so we need to act responsibly.

It needs to start with the companies themselves. But we probably do need some sort of peer review. We do need to talk to China about whether or not they're willing. You know, Elon said yesterday maybe they'll participate in open-source peer review on this.

So those are important conversations, important things to explore. I think sometime in the business of podcasting or X, everybody wants you to join a tribe. You have to be all on this side or all on that side. But the constructive solution around Trump accounts and the constructive solution here is going to be a pragmatic, common-sensical middle way.

And I think you saw that unfold here. I mean, it's incredible. And I just want to say hats off to four of my besties who put this together. I mean, it's far more than a podcast. It's a community that I think is advancing important conversations.

You're part of that. But to watch that unfold in real time on stage and to move the conversation forward, it's something I'm proud to be a part of.

I don't think anybody who came here will forget that moment.

Yeah, yeah, it's extraordinary.

Seeing history unfold in front of our eyes.

Yeah. Well, congratulations to you on all the success.

Thank you. Thank you so much, Brad. Really appreciate the time. We are here at the All-In Summit with the one and only Naveen Rao, founder and CEO of Unconventional AI. Naveen, welcome.

Thanks. I'm happy to be here.

So you're taking center stage later on. What are you going to be talking about?

Well, I'm going to be talking about Unconventional. Made a ton of progress and actually going to be making some public disclosures to the world about real results on real hardware.

What are they?

Well, let's put it really succinctly. We're actually able to demonstrate many orders of magnitude of efficiency. I'm not going to talk about all of itright now, but we're talking like nanojoules per image generated. So this is something that no one's ever really been focused on.

And when you compare it to existing paradigms, we're, you know, thousands or even tens of thousands of times more efficient than existing computer chips.

And so what will be the macro impact of a more efficient chip?

Well, I think initially it'll be, it'll enable us to continue scaling. We're going to run out of energy in the next three years or so for scaling AI. So immediately we'll be able to continue scaling. Then after that, you'll start to see these drastic disruptions in price.

So that's a good thing. Bringing the price of intelligence down will make its applicability go through the roof. We'll be able to apply it to your toaster, to everything, because now it's economically viable to do so.

So there's a lot of hot topics floating around the etherright now, if you haven't seen. But I'm really curious for your take. What is your hottest takeright now?

Well, I think I'm the opposite of a doomer. I think AI is the next level of evolution of our species and takes us to places that we simply couldn't go in terms of like knowledge and development of technology.

So for me, I think it's actually kind of silly. These scenarios have not really been

proven out in any way that it's going to end humanity. I don't think we have any credible evidence other than vibesright now. So that's probably my biggest hot take is there. Show me a scenario.

Coordinated vibes.

Coordinated vibes. It's literally Hollywood. So like, you know, I posted on X about this, but like go watch like Transcendence. It's literally the same thing that everybody's talking aboutright now. So to me, it's like this is actually kind of silly and it feels like it is financially motivated.

Because the simple thing to me, if everybody is so concerned about this, stop working on it. Don't go IPO. Don't make a lot of money for your investors. Like if you're really that worried, why don't you do that?

That's not happening. So to me, it's very hard to disambiguate that there is financial gain to be had here.

It was interesting. I know you were in the audience for this too, but Satya Nadella took the stage and he was talking and comparing this to when they would have bugs at Microsoft. And what would you do when you encounter a bug?

Well, you fix it,right? And so I think he was very practical in that, in those statements is like, if you have a bug, you fix it, you move on,right? You keep building the technology. You make it safe, you put the guardrails you think you need.

And I think there has been a ton of work on this. Like frankly, the reason ChatGPT could even happen was because we were able to make it, you know, not go in bad places every time you chatted with it.

So we have done a lot of work there. And I'm not saying there isn't work to be done. Of course there is. Like if you want to make something, you know, we want to make bots that don't take people into like suicidal tendencies, things like this, of course we want that.

I'm not suggesting that there's no, there are no problems here. But the reality is like, show me a scenario where it goes rogue and takes over. None of that is true. Like the rhetoric we're hearingright now of like models copying themselves, complete fabrication.

Like they don't do any of that. They need infrastructure. They need tons of hardware to even run. So to me, this is just fearmongering.

Fearmongering. Also, I've heard that the biggest concern and how people think they're going to die is by humanoid robots.

Right. Which don't actually exist. Maybe they will exist at some point, sure.

And can't even run in the United States.

That'sright. I mean, I don't know if you saw the Olympics for the robots,right? They can run in a straight line maybe and then crash into something. So it's going to be a while before we have that. And I think we're going to be developing those safeguards and, you know, sort of moralistic values that robots need to take on to be deployed at scale.

But we're going to get there. I just don't see a scenario where we don't develop these things.

Allright, so as we close out, for people who don't know what Unconventional is, what is Unconventional? How did you get here?

Yeah, so we're rethinking how a computer actually works from the ground up. And a lot of it's based on concepts that we've uncovered from the brain as to why it's so power efficient. And we want to apply those into an engineered system.

And the reason that this really hasn't been done is that computers have always been built to go faster, always faster and faster than the alternative. And we never really cared about power efficiency because it didn't matter. Today we're in a strange place where computing is going to be power constrained at the global level.

So we need to think about this front and center. And really that's what we're doing at Unconventional is thinking unconventionally about the problem. Like remove assumptions that you've had for many, many years and start to think about the problem differently and build something much, much more power efficient, thousands of times more power efficient.

Allright, we have a second hot take here with Naveen. Naveen, what is your second hot take?

Well, I think we're converging on some interesting big blocks of value capture. So energy is where it all starts. Then energy is converted to intelligence with hardware. So energy to hardware to intelligence. And I think in 20 years, there will be very little value to software.

Even though it's created so much value in the preceding 50 years, I think at that point it'll basically be a de minimis part of it. So every company that's basically selling software as a value add will kind of have to pivot to something where it's like really about delivering intelligence in an efficient way.

So the SaaSpocalypse is back?

I think it's absolutely real,right? I mean, we're seeing it today, but it's more of a perception. But I think it's really going to happen later because the user interface starts to become AI. Like it just becomes an intelligence thing.

You think about a human, like you get a human who's very good at a particular task and, you know, they can add value to a company. They don't have a software layer on top. The software layer is, hey, can we please go do this thing,right?

Or go build this product or whatever. So it's very high level instructions and it becomes like basically dissolves that kind of interface layer.

What happens to all the Neo Clouds?

Well, the Neo Clouds are part of that hardware delivery, I think. So they're converting energy to hardware and sort of the facilitator of that in some sense. So I think there's going to be value there. There'll be a lot of money that runs through it for sure.

The gross margins are kind of TBD, I would say. I just don't know. But like hardware, it's clear we're going to have high gross margins and so is energy.

Awesome. Cool. Thank you.

Thank you.

Cool. Easy. Allright, we're here with Jonathan Neman, co-founder and CEO of Sweetgreen. Welcome to Sourcery. We're here at All-In Summit.

It's great to be here.

Well,right before we started filming, literally everyone in this room ran out and we just found out why.

We got the legend Jensen here.

Jensen Huang. He's going to give us a good take on lettuce.

With a very special leather jacket he's got on today.

I don't think it's vegan.

Okay, so I have to ask you your hot take. There's a lot of, okay, people think AI is controversial. There's some controversy in the food industry, specifically with lettuce. So what's going on with the lettuce?

Allright, so my hot take is that AI is not going to kill us, but processed food will. If you followed the news this summer, you saw a lot of news about a parasite called Cyclospora, which is a real thing.

So I don't want to discount the reality of it. However, I think that was blown a little bit out of proportion. And what we did is we took something that happens every single summer for as long as we know and use it as a way to scare people away from eating fresh and real foods and move them towardsultra-processed food, which we know will kill you.

And so again, my hot take is that AI won't kill you, butultra-processed foods will.

We got a lettuce psyop going on. So we can eat lettuce.

The good news is, as of last week, it's been declared that Cyclospora is over.

Oh.

So it is officially safe. But even more so, the whole time Sweetgreen was safe and 99.999% of places you were eating lettuce were safe. There was one farm from one supplier that was serving iceberg lettuce to Taco Bell that was unsafe.

And unfortunately, they scared a whole industry, you know, the whole country from eating not just lettuce, but blueberries and any kind of food. And I think that was irresponsible because the reality is, yes, we should have avoided that one supplier.

Maybe don't go eat iceberg lettuce from Taco Bell. I don't know why you're eating Taco Bell anyways. You're going to get diarrhea. But Sweetgreen, we know our farmers. We source responsibly. That's what the whole company was built on.

And so lettuce is safe. And one last thing, Sweetgreen, lettuce is only a small percentage of what we sell. We serve a lot of hot and protein-forward food as well.

What's your favorite meal at Sweetgreen?

My favorite meal at Sweetgreen is probably the miso salmon plate or the chicken, classic chicken Caesar wrap.

What's the secret about Sweetgreen we should all know when we're ordering?

Get two dressings, two different dressings, and mix them up. It's kind of like unlocks flavors in crazy ways.

Really? Yeah. Is it like fancy sauce?

Yeah. Like, you know, you mix, yeah, exactly. You mix like the green goddess with the miso, for example, and you get these like amazing flavor bombs.

For those that who have not visited every location, what's your favorite location?

Ooh, my favorite location.

How do you describe like if, you know, my mom calls me?

You're asking me to pick from one of my children. That's hard to do.

Okay. Well.

There's ones that always have like a special place in my heart because of like when we open them. Like our, you know, our first store ever in Georgetown, our first store in New York and at the Nomad, our first store here in West 3rd Street.

So those are kind of the ones that mean a lot to me.

There's nothing like a daily Sweetgreen addiction. I know everyone in New York can definitely attest to that.

We did just launch a 30-day challenge.

Really?

I don't know if anyone saw. So we had a customer that decided he was going to create a 30-day challenge for himself and only eat Sweetgreen for a month, lunch and dinner. And he tracked how it made him feel and what it did to his life.

And the results were phenomenal. If you haven't seen the video, you can see it on my X account. But it went super viral. People loved it. And so we launched a 30-day challenge that we're now doing. So we're announcing it this week.

We have 30 people who have signed up. We have hundreds and hundreds of applications.

Oh my God.

And so if you want to join, we would love to have you. But the challenge is 30 days of Sweetgreen. We fund it and you tell us how it makes you live your best life and how it makes you feel.

Was that person Brian Johnson?

It was not Brian Johnson, but he is a friend and a customer.

Amazing. Well, Jonathan, thank you so much. This was so much fun.

Thank you, Molly.

Cool. Hey y'all, welcome to Sourcery. We're here with Toby Rice, founder and CEO of EQT Energy, America's champion energy.

Of natural gas.

Of natural gas.

You don't have to do the Texas draw because I'm actually from, grew up in Massachusetts.

Oh, allright.

So from Boston. I don't know if you noticed from where we're at today, there's 38 states in this country that produce oil and gas. Massachusetts is not one of them. But I will tell you.

Really?

Yeah. And if you want to talk energy, you know, the biggest gas field in the world, it's not in Texas. It's in Pennsylvania, Western New Ohio, the Marcellus Shale. And that's where EQT operates.

So we're going to Pittsburgh.

That's it.

Okay, we're going to Pittsburgh. Allright, Toby, what is your hottest take?

My hottest takeright now is that there is a tremendous energy demand for natural gas in this country. Thanks to the AI revolution that's taking place and the massive amount of power generation that's needed to fuel it. It's going to be powered by natural gas.

We see a 20% increase in natural gas demand to fuel this power generation. Important thing for people to understand, power generation needs is not just based on the needs for AI. We think that's only about 40% of this demand.

The other part of it is getting back to keep Americans' energy bills low, power manufacturing. And people need to step back and realize that we've shut down over 174 gigawatts of reliable power generation, mostly coal and nuclear. And that is a massive hole that we need to backfill with reliable, affordable energy.

Natural gas is going to pick that up and also meet the AI needs. The other dynamic that's taking place in this countryright now, and we see it what's happening in the Middle East, energy security of the world is crippled.

And you're seeing this play out with what's happening in Iran. Global energy security is national security. Every country is felt by these geopolitical impacts. It highlights the second big driver for natural gas demand in this country. And that's providing energy security to the world.

And we express that through US LNG, liquefied natural gas. We are the, from, we went from producing hardly any natural gas in 2016 to now we are the world's largest LNG exporter as a country, something to be very proud of.

And going forward, we see natural gas demand for exports to increase another 10 to 20 BCF a day. So you step back and you look at, for a market that's around 110 BCF a day, we see a 20 to 40% increase in natural gas demand.

It's a lot of energy, but people need to understand we've got the resource in this country to make it happen. And companies like EQT are going to make sure America gets all the energy they need so they can run full throttle.

Damn. Well, okay. What is the biggest misconception in energy?

I'd say there's a couple things that we're seeing this play outright now in the AI. Actually, one of the biggest challenges we're seeing with AI, and this has been a big focus of this conversation, is the pushback on artificial intelligence, the pushback on data centers.

You know, we're in a worldright now where the good news is that everybody's talking about artificial intelligence. Everybody's talking about energy. That's the good news. The problem is that the conversation starts with fear. And people are concerned about what they're going to lose.

People need to be concerned with what we can create. And with abundant energy coupled with intelligence, we have the opportunity to create abundance. One thing that people don't understand, people do not understand how much energy is needed in this world.

It's a big thing to get your head wrapped around. But understand this, 3 billion people in this world live on less electricity than it takes to run a fridge. Think about that.

Really?

Billions in this world are living in poverty. And when we look at what are the ways that we can help eliminate poverty, giving people access to energy is one of the fastest, most efficient ways to lift people up.

When people get more energy, the quality of life improves. The longer they live, the more energy people have, the wealthier they get. And this is the opportunity we have for the world. In a world where people are saying we need to constrict and restrain our energy production and consumption, we actually need to be expanding that.

Because to give the billions in this world, in addition to providing security for developed world energy security, we would need to triple the amount of energy that's produced and consumed in this world, all forms, triply. Solar, wind, natural gas, nuclear, we need to triple all forms of energy.

And if we can do that, the amount of wealth that we're going to create, we're going to increase our global GDP five times over. In addition to lifting billions out of poverty and the moral benefits we get of doing that.

So whether you care about energy, you care about business, or you care about making the world a better place, you should care about energy.

Double dam.

Where's that Texas dam?

Dam.

There you go.

What else you got?

I mean, listen, that's a pretty big one. But this is one of the reasons why we're here, because it's what we've seen in the political debate with industry. You know, the oil and gas industry, really the ESG movement that took place, swept through this country, really starting in 2018, up until this new administration took over, was a very dark cloud that made it very difficult for market forces to get the cheapest, most reliable, cleanest energy to the marketplace.

And that's caused, had some very negative impacts. Americans' energy bills are up over 40% because of what happened when political force overrides market forces. And unfortunately, what we're seeing happen with AI and the pushback that's coming in place, and this pushback is real, I mean, 80% of the public saying that they don't support data centers.

I mean, ICE is more popular in this country, the immigration. ICE is more popular than data centersright now. We're seeing a lot of the techniques that were used to help shut down energy development in this country are now being used to shut down intelligence.

And it's something that we're very concerned about. But I'm optimistic because with all that force that was put on the energy industry, we were able to get through that. And we were able to get through it. And now we are the world's largest energy producer.

America has gone from being energy dependent to an energy powerhouse on the world stage. We produce more energy and natural gas than any other country in the world. We've got some amazing countries like EQT. If we were a country, we'd be the 12th largest natural gas producing country in the world.

So we can persevere, but we really got to start talking about the pros that we have. And one of the biggest opportunities that I see that people aren't talking about, and this is why we have to get itright, because if we can bring energy into this world coupled with artificial intelligence, that is the recipe so that we can create abundance.

Abundance for Americans, abundance for our allies, abundance for the billions that are living impoverished lives. That's why it's so important we get itright. And how does artificial intelligence help create that abundance? Energy is not going to be the only thing that helps make people's lives better.

We need to make sure that energy translates to wealth. And intelligence in the form of education, in the form of technology, in the form of adoption, in the form of running businesses and creating smart policies, these are all the things where intelligence is going to help make sure we have a very high correlation and a very successful translation.

We're not just playing for data centers. We're playing for abundance in the world. This is a much bigger playing field. And this is one of the most exciting times to be a part of this debate. And we're excited in our role to lead a business as important as EQT to help make sure great things happen with the application of industry.

Okay, Toby Rice for president. Thank you very much, Toby. This is awesome.

Thank you, Molly.

We are here with Wen from Genspark AI. Wen, welcome to the All-In Summit.

Thank you. Thank you, Molly, for having me.

So for people who don't know what Genspark is, what is it?

So Genspark is a Palo Alto-based technology company. We built AI agents for knowledge workers, the 1 billion plus global knowledge workers. So in the past, we human beings, we have to do so much grunt work to get the real work done.

We have to craft every document word by word, you know, presentations pixel by pixel. With Genspark, you no longer have to do that. You command your Genspark super agents. They would run around and then get the busy work done for you.

You focus on being strategic and creative so everybody could work like a Jensen Huang,right? Like he says, I love working. That's because he doesn't have to do the grunt work. And so goes with Jamie Dimon. He has a fleet of associates running around to do the work for him.

So yeah, that's what we do. We put a fleet of Goldman Sachs analysts in your pocket so you can be strategic and creative.

Yeah. Genspark, work like Jensen.

Yes.

Okay, so what is your hottest takeright now?

My hottest take, based off this morning, is we won't slow down. So look, our view at Genspark is this. To Jensen's point, over the weekend on X, AGI is already here. But it's not everywhere. Not only because it is domain focused in certain areas, so you see glimpses of hope that, oh wow, it's so good.

But also because if you look at today's world, the vast majority of the people have not touched AI.

Yeah.

The heavy users or the people who can maneuver the coding agents, that's in a single million. People who are paying 20 bucks to do agentic AI is in the order of magnitude tens of millions. People who have free chats are in the order of magnitude hundreds of millions.

The vast majority of the world has not touched AI just yet. And why? It's not because it's not there. It's because it's hard to maneuver it. If you have, I'm a mechanical engineer by training from MIT. I got my PhD from MIT.

I don't know how to code. It's been decades. It's been years. Not decades. I'm not. But the thing is, I don't even know how to draw the full power out of Fable 5 with my bare hands. I don't know.

So imagine for the 1 billion plus global knowledge workers. I mean, if you don't code, it's like if you use Block Cowork, you ask Cowork to build a presentation for you. It asks you to download 10 things from the GitHub.

I don't even know what those 10 things are. So we built a product that is so easy to use that you don't feel like you need to drive a Formula One racing car to get the full power out of those intelligence engines.

We built an FSD vehicle. You just tell us your destination. You don't even need to touch the steering wheel. We get you to the destination. It should be as easy as how you use a Google. So that is kind of the bridge we're trying to build.

And that is the gap that we believe that is currently the biggest problem for AI. If people don't have easy access to something, they don't know about it. If they don't know about it, there's fear. Step zero is you got to create opportunities for real human beings, for normal people to get access to your tech and benefit from it.

Turn tokens into values. And then there's a lot less fear. There's a lot more, I'd say. So basically, don't leave. We don't want to leave anyone behind,right? Don't leave anyone behind. We are in this together. Let's do this together.

That is my hottest take. Yeah, it's not about slowing down. It's not about slowing down. Safety is absolutely important. When NVIDIA launched the Open Secure AI Alliance, we were one of the very initial members. We're now contributing to the entire community on how to map out the telemetrics of agentic AI, especially in the productivity world.

That's where we live in. And being able to trace and audit all the agentic behaviors. You wanted to understand what is normal, what is good, what is bad. That is how you contribute. It's about putting more controls in place, but it's not about slowing down.

Allright, speed on up. Thank you so much, Wen.

Thank you.

Anything else?

No, I just love your show. And I mean, appreciate the opportunity and always excited to exchange ideas with you.

Amazing. I love it. Mic drop moment. Thank you.

Thank you.

Okay. Allright. We are here at the All-In Summit with Geoff Woo, the one and only of Anti Fund. Geoff, welcome.

Good to see you. It's always good to see friends at these events. So good to hang out.

So you've been traveling around the world and seeing lots of things, meeting with many founders, probably a little to do with AI and what's going on. I have to ask you, what is your hot takeright now?

I don't believe in free will. I don't know what consciousness is. So I think some people will say that, hey, is GPT-7, GPT-8, are they going to be conscious? And I don't even think humans are conscious. So what I mean by that is I think our instincts to want to do things are programmed by your genetics.

And then you have some nurture in your environment to start off your starting parameters. And I think you're on autopilot on your inputs. And then your neural nets are relatively set. And I think our neocortex is just explaining a story of why you're making decisions.

So I think we're just an observer of a story that is predetermined for us. So I think it's like, are we making consciousness in AI? I don't think that GPT-7, 8, whatever AI models will ever have consciousness. I don't think you need to be conscious to be smart.

So that's really like shaken what I want to spend time thinking about or valuing. Because

I think humans pride ourselves on being intelligent. That's what distinguishes us from animals. But if we've birthed something that is straight up smarter than us, and what does that mean in terms of free will, consciousness?

So there's something I'm still grappling with. I feel like we all should have like a singularity midlife crisis.

But I think it's bad to not believe in free will. I think that's like a very negative loop towards nihilism and hedonism or just like a weird spiral. So my hot take is I don't think humans have free will, but we should pretend that we can mold our destiny in a better, more positive way.

So what do we do?

I mean, I think my other hot take is like either looks max and vibes max, or all you do is spend a bunch of tokens before singularity takes us out. So I think it's like be super autist, super AI max in the most respectable way.

Because I think these are subsized tokens. And the singularity, I believe, is here. It's not evenly distributed. So take advantage of all these subsized tokens that OpenAI and Cognition, all these companies are giving you guys. So spend all your time maximizing and spending and burning as much tokens to get ahead while money is still meaningful and status is meaningful.

Or just be the coolest, most authentic, vibes, looks human. And because I wonder like what status games will be played in five years. So I think we're already seeing that IQ points are offloadable to compute. I think very soon, physical labor, robots will do physical labor.

I think humans always have anurgency or drive to compete on status in some way. So I think a lot about what I think about is what are the new status games to play?

So I have to push you on that because as much as you spend time in San Francisco and New York, you also spend time in the mainstream world at fights with normal humans that are not in Silicon Valley.

So what do you see in those worlds? Do they care about AI? What is the...

I think that's something that is really important to Anti Fund and Jake and Logan. I think people

need to better understand what is happening in the world. So I think one of our values, and I think what you do is great. How do you translate all the technical, weird matrix multiplications that are happening in a random data center?

Is this going to evaporate all our water? Is like green goo coming out of this stuff? And I think, and I understand it. It's like half the country is scared of this stuff. I think I've always been, I think one way to put it about it is like we all are going to die, but we don't think about death all the time.

We try to know that there is going to be a theoretical endpoint. I guess another hot take is I don't think we'll die anymore in the sense that if AI can solve millennium problems, it solved Navier-Stokes rumors that it solved Hodge conjecture.

I think biology is a computable problem. So I think biology will be tractable. And therefore,

you know, I think we have a chance to actually live forever, which will be interesting and fun. I think life is great. I want to experience more cool stuff. But yeah, I think

it's, I think I think every single industrial revolution, whether it's Enlightenment, Industrial Revolution, I think there's like a new reset on purpose.

I feel like maybe our generation doesn't have a lot of purpose.

I think it started with COVID too.

Yeah.

Like it's just been a systemic cascade of not having a purpose, not being around people. And then throw this onto it and you have no reason to have a job. Like you're not going to have a job. Like it's just brutal.

Yeah. So I think we all have a choice. We could either be passive towards our moment in history and just be like, I'm helpless. Just kind of give up, be directionless. Or I think you seize the moment.

Like I don't know. I'm going to give you your flowers. I see you creating good content, educating people, connecting all the dots. And I think we should have more people out there trying to live a very meaningful, self-actualized life.

And I think AI is a really useful tool to allow us to do that. Like we can have fewer people doing more and more things. And I think we can either say, hey, let's go all doomer. We could say the same thing with nuclear weapons.

I think we went through that crisis in the '50s and '60s in the Cold War. And I think it's like a very interesting moment now. It's like, OK, AI is very powerful, but AI is a tool. And do you want to be the Luddite that's scared of the fires, scared of the combustion engines, scared of nuclear fission?

To me, it's inevitable. You're not going to be able to stop it. Even if all Americans were like, hey, let's ban this, it doesn't matter. Like the world is really big. It's not an authoritarian dictatorship. We have a democracy, but there's other jurisdictions, other countries that are not going to stop.

So to me, it's like, OK, game theory is de facto on to accelerate. Let's not be reckless about it. But how do we anticipate and take advantage of that momentum?

Yeah.

That's my mindset.

I was just in Italy. I was just in France. No one's talking about this. I don't think it's going to touch them.

Yeah. But like my hot take is that France and Italy are going to be Disneyland for rich Americans and rich Chinese people. And it already is. And I think it's like increasingly going to just be you get your fancy leather products and you have some wine and you go see some beautiful Amalfi Coastline and it's just like Disneyland.

And everyone there is in the hospitality business. There's no judgment there. It's a great lifestyle experience.

But I think you get to choose. Do you want to be the, do you want to host Disneyland or do you want to go to Disneyland? And then how do we democratize access where more people can enjoy the abundance that is possible?

Pretty good hot takes there. Geoff Woo, thank you. Cool. Great job. OK, we're here at the All-In Summit with Nick Shirley. Welcome.

Thank you very much. Happy to be here.

So you're going to be taking the stage today?

Yes. We're taking the stage and presenting a new video, a premiere. I've never premiered a video in front of a live audience. So today will be the first day.

And what is your sweatshirt?

We're here in the California, Republic. We're here in Los Angelesright now. So we got to let everyone know where we're at. And today, actually, Newsom said that my fraud wasn't real, that I exposed. But today, actually, literally just a few hours ago, they charged 12 individuals of $10 million that were in my own video here exposing San Diego.

Really?

Yes.

OK, so now I have to ask you our real question. What is your hottest takeright now?

California should stop building the high-speed rail. It's not even a hot take. It is just a take with pure common sense. They've spent over $15 billion on this train. They haven't even laid a single track. They haven't connected a single city.

And to finish it, it's projected to cost more than $200 billion. China built one in 2008. And they've already built over 30,000 miles connecting the whole entire country of China. We did ours in 2008 as well and have connected absolutely zero cities.

So what do they do with all that money? Do you have any idea?

Some contractors are literally, California is literally paying contractors because they cannot work on the high-speed rail. Over $500 million went to these contractors because they literally couldn't work because California didn't pave the way for them to work. So your tax dollars, everyone's tax dollars are just going to all these contractors who actually aren't even working.

And then all the wasteful spending and the people who are getting the contracts, there's a lot of shady stuff happening as well.

So where do you, how do you, OK, I have to ask process-wise. How do you set up what you're going to expose next?

Yeah. So I rely heavily upon the people of the United States to give me information, tell me about what's going on inside their communities. Nick Shirley can't be everywhere, but my social media and my Instagram messages and my X messages can be everywhere.

So I read those a lot. So when people are talking about what's going on inside their community, I'm listening. I'm pretty much like a congressman for the whole entire United States.

Yeah.

As far as I listen to quite literally everyone, whether it be in Alaska, Kensington, Philadelphia, the streets of LA, you name it.

Are you at all worried? I know you have some security concerns personally.

Yeah. It is very, like I probably don't even realize how dangerous it is. But like every day I wake up to somebody saying like, you're going to be killed next. Like they'll say, Nick Shirley, so-so, when will they be killed?

So why do you keep on doing it if it is so dangerous to you?

At the end of the day, this stuff needs to get exposed. Because if it doesn't get exposed, our dollars in our country will actually just continue to fall. And I do feel likeright now we are at a point where, for instance, my Minnesota video has been one of the most impactful videos in American history.

Over 30 bills relating to fraud were created after that. So I've personally seen it firsthand how my journalism can actually affect the country. So that's why I do it. Because I'm not here just to make a video about a certain subject or topic.

I'm here to make a difference.

So how can people support you?

Yeah. The best way is just by following, liking, sharing. People can go buy a California hoodie, go to nickshirley.us. But just the main thing is just watching, supporting, sharing, and caring.

Amazing. Awesome. Well, thank you so much, Nick Shirley.

Perfect. Thank you.

OK, we're here at the All-In Summit with the one and only Jake Paul of the Anti Fund. Jake, what's your hottest take?

It might not be my hottest take, but it is a hot take. I think we need an amended and updated constitution. It was written in 1781, I believe. And life is just so much different now. And especially, I think the Second Amendment was made so that if the government was doing ridiculous things to us and controlling us in harmful ways, that the citizens could upthrow them, which is obviously what happened and why people came to the United States initially.

They revolted and fought back and became independent. And so I think as weapons systems get more advanced, a pistol or a shotgun is not going to be able to upthrow the government if we the people decide that the United States government is taking advantage of us and that we maybe need to be able to bear more advanced weapons systems as citizens.

You're talking drones. What are we talking here?

Drones. Drone EMPs.

You know,

RPGs potentially, anti-helicopter. I don't know what it is. But if the government can just come in with autonomous robots and just take us all out and we are now powerless, essentially the Second Amendment is just a hobby now for people to go and shoot guns.

So I don't know what it looks like, but I feel like in the very short term, near future, there's going to be such systems that will make us powerless against our own government. And I don't think that that is a smart thing because then at some point in time, we must be obedient as American citizens.

Allright, we're here at the All-In Summit with Kent Draper, the Chief Commercial Officer at IREN. Welcome.

Thank you for having me.

Allright. So I have to say we are at the next big thing. This is the largest booth here. This is insane. How did you guys get this set up?

Well, we were part of this last year as well. And it's a fantastic conference, amazing list of people all throughout the tech space, investors. So very relevant to us. And we wanted to expand our presence this year.

Well, IREN is global. I saw you guys also at the Raise AI Summit. So you're doing something. So I have to ask you now, what is your hottest take?

I think probably the hottest take at the moment from my perspective is execution. Building AI infrastructure is hard. And we're in the very early stages of this industry. And it's going to take a while for that to come out.

But the companies that can execute will be in a great position in this industry. And we've had a long track record of execution, including most recently handing over our first phase of our large Microsoft deal. So we feel as if we're in a very good space from that perspective.

So you're an AI neocloud. But for people who don't have a deeper understanding of what IREN is, what is IREN?

IREN is a vertically integrated neocloud. So a little different to others. We actually own the underlying data center infrastructure. And to my point around execution, we think that is important because it gives us better control of our ability to scale over time and better control over our time to first token and delivery.

So that is our key differentiation relative to others.

OK. Well, there's a lot of kind of concern here around AI and the doomerism around it. So what's your take on that?

Yeah. It's interesting to see. I mean, I think the space is so exciting at the moment. If you look at some of the developments in the industry, things like physical AI, for example, hugely exciting. And one of the reasons we got into this industry is because delivery in the physical world is hard.

And we didn't think it could keep up with the digital world. And now the digital world is actually helping with manufacturing and building and robotics. So I think this industry has a huge future ahead of it. It's going to continue to grow.

Even if you stop any further progress in terms of model development, the industry is going to continue to evolve. And the demand for compute is going to continue to accelerate even just with the existing models we have today.

So I think the future is still very much ahead of us.

I recently interviewed Andrew Feldman of Cerebris. And the one thing we talked about was we're still trying to keep up with the demand of today. We are not there yet. So what are you most looking forward to in the next 12 months?

Yeah, absolutely. I mean, the demand still far exceeds supply. And it's great for us as a provider because if we can get compute online, there will be a revenue stream. So we're hugely excited about that. We've already sold out our 26 capacity.

We have a very large secure pipeline of projects as we move forward here. So demand continues to be a consistent theme in this industry. And supply side is actually getting harder. So you're only going to see that position exacerbate over time.

Damn. OK. Anything else?

No. I mean, thank you for having me. As you can see, I'm excited by the future. So yeah, looking forward to what's to come.

Well, it's a pleasure to have you on. I know I keep on seeing IREN literally everywhere. You guys have a big following online as well. So you're doing something.

Yeah. No. Well, thank you. Appreciate the time.

Thank you. Allright. Cool. Allright. We are here at the All-In Summit with Michael Brandt, CEO of Ketone-IQ. Michael, what is your hottest takeright now?

My hottest take is that the human body is the next major platform for innovation and that your body is the most advanced piece of technology that you own. And we're seeing this proliferation of innovation on and in the human body.

We're seeing it all over the place. You have peptides, GLPs. You have wearables. There's a sensor that measures your poop and will tell you feedback on your gut microbiome. And that I think it's the most underrated of the next platforms.

Because we think about AI, defense tech, all the different verticals. I think the human body is the most exciting platform for innovation, both on the software side, just everyone's uploading their blood into ChatGPT, Anthropic to tell them what's up before they go to their doctor, as well as on the production side, just proliferation of new primitives, new inputs.

If you think about the human body as an API, we're getting really good at the read. And we're also developing new capabilities on the write.

So what is your biohacking stack?

Well, top of the stack, I started Ketone-IQ. Your body makes ketones naturally. A lot of people maybe have heard of intermittent fasting or a ketogenic diet. Or even if you go on a long run, when you push your body to your limits, you make a lot of ketones.

And it's a very efficient fuel, especially for your brain. And so that was a light bulb moment for me starting the business is that ketones are the superfuel. Your body makes them. Everyone has ketones in their body. Why can't you go to the store and buy a shot of that superfuel and just feel a nice mental pick-me-up?

And so that was the Genesis moment. That's the top of my stack, the first thing I have in the day. I think there's a lot of things. It depends on your outcome. I think a lukewarm take I have is that optimization is evolving from it used to be more monolithic, Gatica style, where we're all optimizing towards this human dot JPEG.

And I think what we're seeing now is that there's very different modalities. Some people want to be able to breathe underwater. Other people want to neuromax and be really smart. Someone else wants to dunk a basketball.

Who wants to breathe underwater?

For instance.

What?

That you're seeing a bifurcation of different people.

You almost got me there.

I mean, someone out there would think it would be cool that people are basically modifying their body. People want to looksmax and will put all of their energy into looksmaxing. Someone else wants to neuromax. Someone else wants to live longer.

And those might be at odds with one another. And so there isn't this perfect optimization path. So for me, I'm a competitive marathon runner. I run 10 miles every day. And I also run a business. So I'm trying to endurance max, get my VO2 up.

And I'm trying to be the best possible CEO, team leader, value creator inside of Ketone-IQ.

So what is the best way to take your daily Ketone-IQ?

Take it first thing in the morning. You can have it with caffeine or instead of caffeine. It stacks with everything else.

If you take it with caffeine, will you just jolt off into outer space?

They work through different mechanisms of action,right? Caffeine is a stimulant. It makes you feel not sleepy. Ketones provide your brain with actual energy that converts into ATP very efficiently. And so together, different mechanisms of action, you're able to be really sharp.

And so some people will have it with caffeine. Some people will have it instead of caffeine.

Is there a max limit to how many you can take a day?

We say do not have more than three. A lot of people like having it later in the day too because caffeine has this long half-life. I think a lot of people know that if you have caffeine, 3:00, 4:00, 5:00 p.m., it'll.

I know this guy has about 3 Celsiuses, maybe 6 a day.

Hey, different.

We're pointing to Brett.

Everyone has different levels of caffeine sensitivity and tolerance. And for a lot of people, it's in your system. It has a half-life to it. And so having it later in the day can interfere with your sleep, which then interferes with your performance the next day.

So a lot of people like Ketone-IQ later in the day. It doesn't interfere with their sleep, but it gives them that mental sharpness for kind of a second win in the afternoon. And then, yeah, it stacks with caffeine or nicotine or Adderall or whatever else.

Meth?

Meth. I haven't tried that. It may be. A lot of different psychoactive compounds that people are taking to neuromax, ketones will stack well on top of it because a lot of what people are taking excites brain activity. And then ketones provide the actual caloric energy for your neurons to be able to do more work.

So it stacks well with a lot of different compounds.

Awesome. A lovely health lesson here today with Michael, CEO of Ketone-IQ. Thank you.

Thanks, Molly.