社会主义者在纽约市大获全胜，中国在编程领域追赶，AI记忆瓶颈，美光财报超预期｜All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Gavin Baker 和 Travis Kalanick 加入节目！(1:05) Mamdani 支持的社会主义者在纽约市国会初选中大获全胜 (22:51) 民主党的未来、以色列问题、社交媒体禁令 (45:12) 中国开源AI的追赶、蒸馏技术、OpenAI的新芯片 (1:01:46) 美光财报超预期，AI记忆瓶颈冲击苹果和消费硬件 (1:10:17) 分布式计算和太空数据中心的数学原理 (1:27:22) IPO更新：Anthropic估值3万亿美元，SpaceX上市，Cerebras在打破交易价格后下跌关注 Gavin: https://x.com/GavinSBaker 关注 Travis: https://x.com/travisk 申请2026年峰会: https://allin.com/events 关注好友: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg 关注X: https://x.com/theallinpod 关注Instagram: https://www.instagram.com/theallinpod 关注TikTok: https://www.tiktok.com/@theallinpod 关注LinkedIn: https://www.linkedin.com/company/allinpod 开场音乐来源: https://rb.gy/tppkzl https://x.com/yung_spielburg 开场视频来源: https://x.com/TheZachEffect 节目中引用: https://abcnews.com/Politics/clean-sweep-3-candidates-endorsed-mamdani-win-primaries/story?id=134152579 https://polymarket.com/event/mamdani-team-sweeps-primaries-20260618232357710 https://x.com/thestustustudio/status/2067356255916536120 https://www.nbcnews.com/politics/2026-election/espaillat-ny-house-primary-loss-district-13-avila-chevalier-rcna351127 https://x.com/EndWokeness/status/2069645066252034288 https://x.com/america/status/2069622732279402804 https://x.com/realmaalouf/status/2069433391162798337 https://x.com/JoshBlockDC/status/2070108811851882691 https://x.com/EndWokeness/status/2069776474429624684 https://x.com/EndWokeness/status/2068829255786803368 https://www.pewresearch.org/short-reads/2026/04/07/negative-views-of-israel-netanyahu-continue-to-rise-among-americans-especially-young-people https://x.com/PirateWires/status/2069146641266094417 https://www.wsj.com/economy/the-data-center-boom-is-sparking-a-third-wave-of-inflation-926adc6e https://x.com/jietang/status/2067580270078030088