GPT-6 Hits AGI? Tech Euphoria 2.0, SF Mansion Shortage, NYC Bans AI in Schools & Venezuela Oil Deal

**David Sacks** (0:00)
All right.

**Jason Calacanis** (0:00)
Happy birthday, Chamath. We're here taping on your 50th birthday. Super exciting for you, brother.

**Chamath Palihapitiya** (0:05)
Thank you.
It's really great. I got a birthday letter from the big man. Oh, wow. If you had asked my parents, 50 years later, you're going to have a kid that gets a letter from the then sitting president of the United States. They would have thought absolutely not possible. Wow.

**David Sacks** (0:22)
Look at that. Which White House intern wrote that?

**Chamath Palihapitiya** (0:46)
Well, actually, speaking about interns, it was an intern. In this case, it was my son. The story was that Braden worked at the White House all summer as an intern, and at the end of the summer, he used all of the political capital he built and put in a request to get this letter from the president, and he did it. Obviously, I want to thank POTUS for sending me the letter, but I really want to thank my son because it was a really thoughtful, thoughtful thing that he did for me. So really appreciative of that.

**David Sacks** (1:09)
That actually is impressive because it takes time out of the president's schedule to sign things. So that's why I mean something.

**Jason Calacanis** (1:16)
All right, listen, breaking news, breaking news. It's a breaking news story here on the All-In Podcast. OpenAI is rolling out ChatGPT 6, aka Astra, A-S-T-R-A, folks. This is their new flagship model. It's gonna be available to a limited set of organizations in the coming days. Y'all will be able to get it if you have a credit card in your ChatGPT account, i.e. the Plus Pro business and enterprise users. You're gonna get it soon. Greg Brockman says he believes OpenAI has entered the AGI era.
And we've talked about that here before. Sam Altman is?
Well, he's back to being a little bit performative slash alarmist, or he sincerely believes that this is the one. Here's what he said at Wednesday's G20 Summit, quote, much, much, much, three muchs, more capable models are coming soon. The next generation of models are going to be sobering for everyone. And his final quote, I think no one intellectually honest can look at what's happening and not feel the weight of responsibility in front of us. My lord. A little bit of drama there added to his quotes. People are freaking out about the benchmarks, which are off the charts. Some people are saying, this is the one. Your thoughts, Chamath.

**Chamath Palihapitiya** (2:41)
I don't think normal humans know how to read this chart and infer anything useful from it. The more important takeaway, I agree with Greg.
I think AGI has basically been here since the beginning of the year. There are models that are incredibly performant inside of the closed frontier lab companies.
And I think right now we're trying to figure out the right cadence with which to release it. I think it's very important. I also think that these capabilities will be matched or close to matched by a handful of closed-source alternatives and open-source alternatives, probably within the next three or four months. So I think the right way to think about this for most people is we are seeing incredible intelligence capabilities be broadly available, and we are seeing the cost of that incremental unit of intelligence being driven further and further down. So it's a really positive trend. Now I think it's just the messy middle part of organizing this properly for companies and for people, and building things that are useful, and showing an actual ROI.

**Jason Calacanis** (3:50)
Blocking and tackling.

**Chamath Palihapitiya** (3:52)
I would just keep calm and carry on.

**Jason Calacanis** (3:54)
Okay. Sacks, any thoughts here on breaking news today?
And then Friedberg, I'll get your reaction.

**Chamath Palihapitiya** (4:00)
But by the way, it is very exciting, and congratulations to OpenAI, and I'm sure Anthropic will have something as Grok still has yet to drop, and if Grok 4.6 is coming, that's going to be a blockbuster. The meta models are really good. Gemini just dropped something yesterday that was exceptional. So the great thing is we have a lot of choice, and the even better thing is the cost of that choice is becoming cheaper and cheaper and cheaper. That's very important.

**Jason Calacanis** (4:22)
Yes, Sacks, let me tee it up to you this way.
OpenAI seems to get its groove back now. After Anthropic was running away with it, Grok and Grokbot are doing things that those two other frontier models simply can't do. So the execution, whether it's the Harness or the underlying model or the instruction set or Cursor's Magic Sauce, it's clearly Grokbot is competitive, if not better for most users. So vibrant, vibrant competition with leapfrogging occurring at a cadence I would say of two to four weeks right now. This is what you told us you were going to do instead of setting up the architecture here when you took over as AI Czar. Can this continue and what's it going to be like when Jensen gets in here with Laguna and his access to all these open source models? I mean, this could be fate or complete, know that we win the AI race here?