AI Sovereignty Wars, Palantir-Nvidia Deal, SCOTUS Birthright Ruling, Newsom's CA Budget Lie

(0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crashout" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union Apply for Summit 2026: https://allin.com/events Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models https://x.com/PalantirTech/status/2072326189079757277 https://www.theinformation.com/articles/anthropic-blindsides-business-partners?rc=f8fu8f https://www.google.com/finance/quote/FIG:NYSE https://x.com/DavidSacks/status/2072673187666813226 https://x.com/chamath/status/2072665199786561713 https://x.com/quxiaoyin/status/2072428278976074115 https://x.com/chamath/status/2072390507628540213 https://www.justice.gov/usao-cdca/pr/chinese-national-pleads-guilty-running-birth-tourism-scheme-helped-aliens-give-birth-us https://www.pbs.org/newshour/politics/democratic-socialist-melat-kiros-defeats-longtime-house-incumbent-in-colorado-primary https://x.com/GavinNewsom/status/2070496029280276571 https://www.ocregister.com/2026/02/27/these-charts-show-how-californias-budget-has-skyrocketed https://x.com/JeanneIves/status/2072165726526308719 https://polymarket.com/event/democratic-presidential-nominee-2028