Anthropic的Fable反弹、国有化AI、通胀升温与加州破碎的选举｜All-In with Chamath, Jason, Sacks & Friedberg

(0:00) 好友们回来了！(0:19) Anthropic因秘密削弱Fable及隐私问题遭到强烈反弹 (29:16) AI监管捕获陷阱、务实的解决方案 (37:59) 国有化AI：特朗普/桑德斯、理由与AI的“资本主义懦夫” (59:22) 流动性回顾：最佳时刻与要点 (1:05:39) 通胀升温：CPI和PPI创三年多新高 (1:12:27) 加州宽松的选举法引发诚信质疑申请2026峰会：https://allin.com/events 关注好友们：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://www.anthropic.com/news/claude-fable-5-mythos-5 https://x.com/Scobleizer/status/2064641097310335294 https://x.com/GergelyOrosz/status/2064618497150210391 https://x.com/cremieuxrecueil/status/2064433331970720187 https://x.com/Yuchenj_UW/status/2064524668208545955 https://stratechery.com https://x.com/peter_szilagyi/status/2064620043896291671 https://darioamodei.com/post/policy-on-the-ai-exponential https://screendna.org https://x.com/DavidSacks/status/2065120386660880765 https://www.nytimes.com/2026/06/01/opinion/artificial-intelligence-bernie-sanders.html https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/how-high-will-inflation-get-in-2026 https://polymarket.com/event/fed-rate-hike-in-2026 https://x.com/robbystarbuck/status/2063602942637158423 https://www.justice.gov/opa/pr/california-man-pleads-guilty-orchestrating-270m-medication-reimbursement-fraud-scheme https://www.dol.gov/newsroom/releases/osec/osec20260218 https://www.secretservice.gov/newsroom/behind-the-shades/2025/05/secret-service-cracks-down-ebt-fraud-southern-california-sweep https://www.justice.gov/usao-cdca/pr/8-arrested-health-care-fraud-takedown-including-owners-hospices-billed-taxpayers https://www.foxnews.com/us/california-man-arrested-allegedly-stealing-millions-homeless-funds https://x.com/californiapost/status/2064362900098048386