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All-In with Chamath, Jason, Sacks & Friedberg

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Entrepreneurship, Business, Technology

4.010.4K Ratings

🗓️ 23 March 2026

⏱️ 98 minutes

🧾️ Download transcript

Summary

(0:00) Intro live from Nvidia GTC

(0:37) CoreWeave CEO, Michael Intrator

(32:58) Perplexity CEO, Aravind Srinivas

(1:07:11) Mistral CEO, Arthur Mensch

(1:18:57) IREN CEO, Daniel Roberts

Our episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future.
It all happens at the NYSE - https://nyse.com

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Intro Video Credit:

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Transcript

Click on a timestamp to play from that location

0:00.0

I'm here at NVIDIA's annual GTC conference, and I'm going to interview four amazing AI

0:06.1

CEOs. Stick with us.

0:07.5

I'm going all in.

0:14.8

Our episode is sponsored by the New York Stock Exchange.

0:18.3

Are you looking to change the world and raise capital?

0:21.9

Do it at the NYSE. The NYSE is a modern marketplace and a massive platform built for scale and long-term impact.

0:30.2

So if you're building for the future, the NYSE is where it happens.

0:37.1

One of the great companies of the AI era is, of course, Corweave.

0:41.4

They're building massive infrastructure for these hyperscalers.

0:44.4

And in some ways, Michael, in Trader, welcome to the program.

0:47.8

You're the original hyperscaler.

0:50.3

You guys got in very early and secured your, I don't know, which GPUs you hound up getting.

0:57.4

You were very early to this trend.

1:00.2

How did you get to it so early?

1:02.9

And how did you build out this first, I guess at the time, Neo Cloud?

1:07.6

Yeah.

1:08.0

So we didn't really start it as a Neocloud.

1:10.3

And I was running an algorithmic hedge fund focused on natural gas.

1:16.6

And when you build an algorithmic hedge fund, once the algorithms are built, you're really just monitoring it and testing different pieces and doing all that.

1:27.9

But there's also a lot of downtime.

1:29.7

And we got super interested in crypto.

1:33.5

And we're pretty nerdy.

...

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