芯片股崩盘，200亿美元基金被追缴保证金，前沿实验室：放慢AI，Mamdani的杂货店

芯片股崩盘，200亿美元基金被追缴保证金，前沿实验室：放慢AI，Mamdani的杂货店

All-In with Chamath, Jason, Sacks & Friedberg
(0:00) 好友开场介绍 (1:19) 芯片股崩盘，Leopold Aschenbrenner的200亿美元基金被追缴保证金 (20:20) 中国的优势与美国经济的复苏迹象 (34:12) 前沿实验室表示"放慢AI" (1:01:15) 为什么前沿实验室在"焚书"？ (1:14:45) 社会主义角：Mamdani的杂货店与"社会主义奇观" (1:24:44) 科学角：理解与绘制大脑图谱 申请 All-In Summit 2026： 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/@allin 关注 LinkedIn： https://www.linkedin.com/company/allinpod 片头音乐致谢： https://rb.gy/tppkzl https://x.com/yung_spielburg 片头视频致谢： https://x.com/TheZachEffect 节目中提及： https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b https://polymarket.com/event/fed-decision-in-september-762 https://situational-awareness.ai https://www.cnbc.com/quotes/US30Y https://x.com/nicolasfulghum/status/2082083884578050299 https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321 https://www.pacingthefrontier.com/ https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28 https://www.google.com/finance/beta/quote/ASML:NASDAQ https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027 https://x.com/v_nefodov/status/2082927219224060043 https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20 https://punchbowl.news/article/tech/thune-anthropic https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae https://x.com/OpenAI/status/2082577277246972300 https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter https://x.com/Jason/status/2082577230941557068 https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s https://arxiv.org/pdf/2602.16417