Trump-Xi Summit, Benioff: "Not My First SaaSpocalypse," OpenAI vs Apple, Multi-Sensory AI, El Niño
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.0 • 10.4K Ratings
🗓️ 15 May 2026
⏱️ 77 minutes
🧾️ Download transcript
Summary
(0:00) Salesforce CEO Marc Benioff joins the show!
(1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms
(18:46) Taiwan, chips, AI models, and peace through trade
(31:41) AI's impact on software: What SaaS thrives, what SaaS dies?
(47:26) OpenAI is considering suing Apple over failed ChatGPT integration
(56:54) Thinking Machines releases real-time model, future of consumer AI, multi-sensory models
(1:02:24) Science Corner: Impacts of a historically strong El Nino in 2026
(1:11:40) Anthropic goes after "Dark SPVs"
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Referenced in the show:
https://polymarket.com/event/will-china-invade-taiwan-before-2027
https://polymarket.com/event/will-china-invade-taiwan-by-december-31-2027
https://www.nytimes.com/2026/05/14/world/asia/china-xi-trump-taiwan-warning.html
https://www.nytimes.com/2026/05/13/technology/andreessen-horowitz-politics.html
https://www.instagram.com/reels/DYJZFn0R6oY
https://finance.yahoo.com/sectors/technology/articles/openai-launches-4-billion-ai-134916653.html
https://www.youtube.com/watch?v=KO53gwuqZUQ
Transcript
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| 0:00.0 | All right, everybody, welcome back to the number one podcast in the world, the All In Podcast, episode 273. It's a huge week. Sacks is out. So we got to get Mark Beniof, CEO of Salesforce. I'm the only one left here. You're the only one left. That's how I made it on. No software CEOs, right? To China? There's no software CEOs in China in China interesting but did you get the invite |
| 0:22.7 | what's your what's your status with this administration because you were obviously very |
| 0:26.2 | famous for you know being a Democrat on the left um and I'm not a Democrat on the left I'd never |
| 0:32.2 | have been Jason you're talking about yeah you don't wait you're donated to all these folks. And now you're kind of in Trump's camp? What is it? Listen, the number one thing is, hey, I'm here to support the country. That's what I do. Okay. So you're right in the middle. You have an allegiance to America. I hope so. Yeah. I'm not a Democrat or Republican. I am an American. Okay. I like it. |
| 0:57.8 | Beniof got the invite to the two hottest tickets. He got the invite to Windsor Castle in Tails. |
| 1:02.7 | And then he got the invite when Prince Charles came here, too, I saw. He was in Tails then too. |
| 1:06.9 | And also we were at that Saudi dinner, too. Weren't you there at your mouth? I did not go to that one. |
| 1:11.6 | All right. Well, we have a big docket here that Trump-She summit has begun. |
| 1:16.6 | That is the number one story right now after a two-month delay because of the war in Iran. |
| 1:21.6 | This is the first visit to China since 2017. |
| 1:26.6 | Seventh face-to-face meeting for Trump and President Xi. There are 12 |
| 1:31.4 | hours, 15 hours ahead of us today. Thursday was officially day one. Here's what happened. |
| 1:38.2 | China agreed that the Strait of Hormuz should remain open with no military commitment and that Iran should not have a |
| 1:47.3 | nuclear weapon. So we're in sync on that. On Taiwan, this is a little spicy. She warned that, |
| 1:52.8 | quote, if handled poorly, the two countries will collide or even clash, putting the entire |
| 1:58.5 | U.S.-China relationship in an extremely dangerous situation. |
| 2:02.9 | Polymarket says Taiwan is safe for 2026. Only 6% chance China invades this year on 23 million |
| 2:10.9 | in volume, which is a lot of volume, 17% chance, roughly triple. That something happens by the end of 2027. There's been a lot of |
| 2:20.2 | debate. Some people say it will happen after Trump is out of office. Some people think it's going to |
| 2:26.4 | happen while he's in office on trade. She committed to buy more soybeans, U.S. oil, LNG, and 200 Boeing jets. She said the talks laid out a vision |
| 2:39.1 | for constructive, strategic, and stable ties. Trump was effusive in his praise for his friendship, |
| 2:46.9 | giving the disclaimer that people don't like it when he praises she let's stop here and have a bit |
... |
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