All-In with Chamath, Jason, Sacks & Friedberg
Oct 21, 2026 · 40 min · 12 segments
(0:00) Arvind Krishna & Nikesh Arora talk about Quantum Computing's Threat to Encryption (9:07) Open Weight vs. Frontier AI Models (18:07) AI and Cyber Warfare (21:14) AI Regulation and the Global…
Arvind KrishnaGuest
Nikesh AroraGuest
Jason CalacanisHost
Chamath PalihapitiyaHost
If you look geopolitically for a second, it seems like we're trending to a place of haves and have-nots.
But there's a certain price of entry that may not make sense for the random pick-your... company anywhere else around the world.
What happens then when these models are so capable and effectively free? What is the actual manifestation? I'm sure you've had to think about this in terms of how you want to respond.
So how do you, how do you think about that problem, this separation of haves and have-nots?
Look, I think Arvind said that you have to make technology so cheap that it can be easily accessible by everyone, and I think we have the opportunity of making that happen.
I don't think that it's gonna be so expensive, that if you can run an economic enterprise, it should be possible in the envelope to be able to find a way to protect yourself.
I think the bigger challenge, which is more pertinent to people in the room, is I fear that we will see fast advances in compute development in two large countries in the world.
We may not see that as evenly distributed across the rest of the world, and compute is very dear right now.
And the challenge is gonna be that the further away you are from the epicenter, the less likely you will have a- access to this compute.
It's not because of economic reasons, it's purely because of supply constraints.
I think that's the bigger challenge, right? You could be a company in Europe, and you have the right intentions and motivations to go and sort of innovate, optimize, and run with it, and you may just suddenly discover that because you're far away from the epicenter, you don't get access as much as companies in the Western world, in the US or perhaps in China are gonna get.
I think, look, I like to look at history because it gives us some information on how these things roll out.
I think this is the classic labor versus capital trade-off that is happening.
People who spend more on capital than worried about labor tended to win every previous one of the seven or eight cycles like this.
What Nikesh pointed out is the two nations here are also quite willing to be capital intensive.
If you look geopolitically for a second, it seems like we're trending to a place of haves and have-nots.
But there's a certain price of entry that may not make sense for the random pick-your... company anywhere else around the world.
What happens then when these models are so capable and effectively free? What is the actual manifestation? I'm sure you've had to think about this in terms of how you want to respond.
So how do you, how do you think about that problem, this separation of haves and have-nots?
Look, I think Arvind said that you have to make technology so cheap that it can be easily accessible by everyone, and I think we have the opportunity of making that happen.
I don't think that it's gonna be so expensive, that if you can run an economic enterprise, it should be possible in the envelope to be able to find a way to protect yourself.
I think the bigger challenge, which is more pertinent to people in the room, is I fear that we will see fast advances in compute development in two large countries in the world.
We may not see that as evenly distributed across the rest of the world, and compute is very dear right now.
And the challenge is gonna be that the further away you are from the epicenter, the less likely you will have a- access to this compute.
It's not because of economic reasons, it's purely because of supply constraints.
I think that's the bigger challenge, right? You could be a company in Europe, and you have the right intentions and motivations to go and sort of innovate, optimize, and run with it, and you may just suddenly discover that because you're far away from the epicenter, you don't get access as much as companies in the Western world, in the US or perhaps in China are gonna get.
I think, look, I like to look at history because it gives us some information on how these things roll out.
I think this is the classic labor versus capital trade-off that is happening.
People who spend more on capital than worried about labor tended to win every previous one of the seven or eight cycles like this.
What Nikesh pointed out is the two nations here are also quite willing to be capital intensive.
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