特朗普-习近平峰会，Benioff: "不是我的第一次SaaSpocalypse," OpenAI vs 苹果，多感官AI，厄尔尼诺｜All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Salesforce CEO Marc Benioff 加入节目！ (1:14) 特朗普-习近平峰会，作为一家美国公司在中国做生意，对美国人和中期选举的影响 (18:46) 台湾、芯片、AI模型，以及通过贸易实现和平 (31:41) AI对软件的影响：哪些SaaS会蓬勃发展，哪些会消亡？ (47:26) OpenAI 考虑因 ChatGPT 集成失败起诉苹果 (56:54) Thinking Machines 发布实时模型，消费级AI的未来，多感官模型 (1:02:24) 科学角落：2026年历史性强厄尔尼诺的影响 (1:11:40) Anthropic 打击 "Dark SPVs" 关注 Marc Benioff：https://x.com/Benioff 拯救小狗 Scooter：https://animalcare.lacounty.gov https://www.instagram.com/reels/DYJZFn0R6oY 申请2026年峰会：https://allin.com/events 关注朋友们：https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg https://x.com/altcap 在X上关注：https://x.com/theallinpod 在Instagram上关注：https://www.instagram.com/theallinpod 在TikTok上关注：https://www.tiktok.com/@theallinpod 在LinkedIn上关注：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 节目中提到的参考链接： 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 https://www.bloomberg.com/news/articles/2026-05-14/openai-apple-partnership-frays-setting-up-possible-legal-fight https://siliconangle.com/2026/05/11/thinking-machines-drops-new-highly-responsive-model-designed-humanlike-interactions-real-time/ https://x.com/thinkymachines/status/2053938892152435174 https://www.coindesk.com/markets/2026/05/12/anthropic-fights-unauthorized-stock-exposure-as-token-markets-imply-trillion-dollar-valuation https://support.claude.com/en/articles/13704655-unauthorized-anthropic-stock-sales-and-investment-scams