10 of The Wildest Hot Takes From the All-In Summit 2026

Molly O'Shea (0:00)

All right, we have a live one. Brad is a very special celebrity, because people come up to him with how much he's impacted their life. I have to ask, we had some incredible programming here. Jensen, we had Elon chime in with Gwynne. What is your hottest take from the All In Summit this year?

Brad Gerstner (0:17)

Well, I mean, obviously, we had a lot of controversy at the end of last week, that I was quite critical of on Friday, people coming out saying there's a 10% chance of extinction event from AI. Then we had the Dario essay that I thought was a good path forward around independent monitors on Saturday. A lot of controversy about how much that meant slowing down. We had Elon come here and say, listen, I tend to agree with Dario. The risk is augmenting and we need to have peer review, independent peer review. I thought that was a great idea. Jensen said, listen, the labs themselves need to control it. They need to do a better job. They need to get this under control. The president calling in while Jensen's on the couch. I mean, so everybody thinks there's chaos. I don't think it's chaos. I think what we're doing is we're open sourcing in real time how consensus forms. The sausage making's kind of ugly, but if you really just think about everything we heard, it's boiling down to a pragmatic consensus that yes, there's more power and more risk than we may have thought of, so we need to act responsibly. It needs to start with the companies themselves, but we probably do need some sort of peer review. We do need to talk to China about whether or not they're willing. Elon said yesterday maybe they'll participate in open source peer review on this, so those are important conversations, important things to explore. I think sometime in the business of podcasting or X, everybody wants you to join a tribe. You have to be all on this side or all on that side, but the constructive solution around Trump accounts and the constructive solution here is gonna be a pragmatic, commonsensical middle way, and I think you saw that unfold here. I mean, it's incredible, and I just wanna say hats off to four of my besties who put this together. I mean, it's far more than a podcast. It's a community that I think is advancing important conversations, you're part of that, but to watch that unfold in real time on stage and to move the conversation forward, something I'm proud to be a part of.

Molly O'Shea (2:15)

I don't think anybody who came here will forget that moment.

Brad Gerstner (2:19)

Yeah, it's extraordinary.

Molly O'Shea (2:20)

Seeing history unfold in front of our eyes.

Brad Gerstner (2:23)

Well, congratulations to you on all the success.

Kent Draper (2:25)

Thank you so much, Brad.

Molly O'Shea (2:26)

Really appreciate the time. We are here at the All In Summit with the one and only Naveen Rao, Founder and CEO of Unconventional AI.

Naveen, welcome.

Naveen Rao (2:35)

Thanks. I'm happy to be here.

Molly O'Shea (2:37)

So you're taking center stage later on. What are you going to be talking about?

Naveen Rao (2:41)

Well, I'm going to be talking about Unconventional.

Made a ton of progress and actually going to be making some public disclosures to the world about real results on real hardware. What are they? Well, let's put it really succinctly. We're actually able to demonstrate many orders of magnitude of efficiency. I'm not going to talk about all of it right now, but we're talking like nanojoules per image generated. So this is something that no one's ever really been focused on. And when you compare to existing paradigms, we're thousands or even tens of thousands of times more efficient than existing computer chips.

Molly O'Shea (3:17)

And so what will be the macro impact of a more efficient chip?

Naveen Rao (3:22)

Well, I think initially it'll be, it'll enable us to continue scaling. We're going to run out of energy in the next three years or so for scaling AI. So immediately we'll be able to continue scaling. Then after that, you'll start to see these drastic disruptions in price. So that's a good thing. Bringing the price of intelligence down will make its applicability go through the roof. We'll be able to apply it to your toaster, to everything because now it's economically viable to do so.

Molly O'Shea (3:45)

So there's a lot of hot topics floating around the ether right now if you haven't seen. But I'm really curious for your take, what is your hottest take right now?

Naveen Rao (3:55)