All-In Podcast, October 16, 2026

…obviously. Adding to Chamat's little tweet was a friend of the pod, Elon Musk, who decided to contribute five letters, one word that has since…

…problems with atoms building things in the physical world. That's hard enough. Elon basically has said, look, this is a really difficult problem. Even our…

and then every single open source model being hosted and Elon saying, hey, we'll just route you with our orchestration level to the best model,…

…put it on spot, because you're talking about, as you said, a $20 billion spread. But this is where Elon has a big advantage because

let's call it what it is rug pulling uh elon on it being a non-profit and becoming a commercial enterprise we'll leave that on the…

…one sooner. You would be where every other tech podcast is in the 400s. And joining us this week in replacement of the true start.

…a significant player at scale? And what would that say for the IPOs, the two biggest in the history of business and public markets, Anthropic…

Let's use Microsoft. You brought them up before, right? And Microsoft comes to us and says, we'd like to buy some Confidium. And we say,…

…all the bandwidth that had gotten built out And they had a massive amount of debt, not unlike we're building today, although not as big.

…and then your solutions. And so I think a lot of this doomerism can be explained by his desire to reestablish that central power structure…