The All-In podcast discusses the release of GPT-6 (Astra), which the panel believes marks the beginning of the AGI era. They debate whether current tech euphoria mirrors the late 1990s bubble, criticise NYC's ban on AI in schools as a counterproductive 'Doomer Academy', and analyse the US-Venezuela oil deal as a smart business move that secures resources and counters China and Russia.
Summarized by Podsumo
GPT-6 (Astra) has been released; Greg Brockman believes it marks the start of the AGI era. The panel agrees AGI effectively arrived months ago, and costs are plummeting.
The current market is a two-tier system: a frontier duopoly (OpenAI/Anthropic) and a commodity price war (everyone else, including Grok and open-source models).
The team argues we are in a '1998 vs 1999' moment: real revenue supports valuations, but over-exuberance is visible (e.g., Instinct's $2.5B valuation). Sacks advises founders to sell 10-20% now and take cash.
San Francisco real estate is soaring due to anticipation of the Anthropic IPO, predicted to be 4x larger than all previous SF IPOs combined.
NYC's ban on AI in K-8 public schools is criticized as a 'Doomer Academy' that teaches fear and will worsen inequality, as private schools will continue to use AI.
The US-Venezuela oil deal is framed as a smart business and geopolitical move: a 100-year concession for heavy crude, no nation-building, and a 'win-win' that keeps resources from China/Russia.
"No one, intellectually honest, can look at what's happening and not feel the weight of responsibility in front of us."
— Sam Altman (on GPT-6)
"I don't think normal humans know how to read this chart... AGI has basically been here since the beginning of the year."
— Chamath Palihapitiya
"This is when New York becomes Mississippi, while Mississippi becomes New York."
— Chamath Palihapitiya (on the AI school ban)