World Model · podcast knowledge graph

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

2026-07-31 · 97 min · 45 entities

episode page audio

Asserted relationships

  • → references Yung Spielburg person
    0.77
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://x.com/yung_spielburg
  • → references Allinpod company
    0.77
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://linkedin.com/company/allinpod
  • → references V Nefodov person
    0.77
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://x.com/v_nefodov/status/2082927219224060043
  • → discusses Technology company
    0.40
    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
  • → hosted by All-In Podcast, LLC company
    0.40
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC
  • → references Tppkzl website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://rb.gy/tppkzl
  • → references @Allin website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://tiktok.com/@allin
  • → references Events website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://allin.com/events
  • → references Quotes website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://cnbc.com/quotes/US30Y
  • → references Ipos Before person
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/ipos-before-2027
  • → references Us Enacts Ai Safety Bill Before website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027
  • → references Fed Decision In September 762 website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/fed-decision-in-september-762
  • → references situational-awareness.ai website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://situational-awareness.ai/
  • → references pacingthefrontier.com website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://pacingthefrontier.com/
  • 0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://dwarkesh.com/p/why-compute-might-get-10x-more-expensive
  • → references ASML:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://google.com/finance/beta/quote/ASML:NASDAQ
  • → references Cxmt China Market Debut Chipmaker Ipo website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
  • 0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20
  • → references Thune Anthropic person
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://punchbowl.news/article/tech/thune-anthropic

Entities found in this episode

websites 24

  • mentioned Tppkzl website
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://rb.gy/tppkzl
  • mentioned @Allin website
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://tiktok.com/@allin
  • mentioned Events website
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://allin.com/events
  • mentioned Quotes website
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://cnbc.com/quotes/US30Y
  • 0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027
  • mentioned Fed Decision In September 762 website
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/fed-decision-in-september-762
  • mentioned situational-awareness.ai website
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://situational-awareness.ai/
  • mentioned pacingthefrontier.com website
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://pacingthefrontier.com/
  • 0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://dwarkesh.com/p/why-compute-might-get-10x-more-expensive
  • mentioned ASML:NASDAQ website
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://google.com/finance/beta/quote/ASML:NASDAQ
  • 0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
  • 0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20
  • references Tppkzl website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://rb.gy/tppkzl
  • references @Allin website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://tiktok.com/@allin
  • references Events website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://allin.com/events
  • references Quotes website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://cnbc.com/quotes/US30Y
  • references Us Enacts Ai Safety Bill Before website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027
  • references Fed Decision In September 762 website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/fed-decision-in-september-762
  • references situational-awareness.ai website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://situational-awareness.ai/
  • references pacingthefrontier.com website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://pacingthefrontier.com/
  • 0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://dwarkesh.com/p/why-compute-might-get-10x-more-expensive
  • references ASML:NASDAQ website
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://google.com/finance/beta/quote/ASML:NASDAQ
  • 0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html
  • 0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20

persons 8

  • mentioned Yung Spielburg person
    0.90
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://x.com/yung_spielburg
  • mentioned V Nefodov person
    0.90
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://x.com/v_nefodov/status/2082927219224060043
  • references Yung Spielburg person
    0.77
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://x.com/yung_spielburg
  • references V Nefodov person
    0.77
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://x.com/v_nefodov/status/2082927219224060043
  • mentioned Ipos Before person
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/ipos-before-2027
  • mentioned Thune Anthropic person
    0.45
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://punchbowl.news/article/tech/thune-anthropic
  • references Ipos Before person
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://polymarket.com/event/ipos-before-2027
  • references Thune Anthropic person
    0.38
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://punchbowl.news/article/tech/thune-anthropic

concepts 7

  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Entrepreneurship concept
    0.50
    evidence rules-v4
    Feed category: Entrepreneurship
  • 0.42
    evidence rules-v4
    Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship
  • mentioned SLOW concept
    0.35
    evidence rules-v4
    SLOW
  • mentioned DOWN concept
    0.35
    evidence rules-v4
    DOWN

companys 6

  • mentioned Allinpod company
    0.90
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://linkedin.com/company/allinpod
  • references Allinpod company
    0.77
    evidence rules-v4
    Link in episode "Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores": https://linkedin.com/company/allinpod
  • mentioned All-In Podcast, LLC company
    0.70
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC
  • mentioned Technology company
    0.50
    evidence rules-v4
    Feed category: Technology
  • discusses Technology company
    0.40
    evidence rules-v4
    Feed category: Technology
  • hosted by All-In Podcast, LLC company
    0.40
    evidence rules-v4
    Feed author/publisher: All-In Podcast, LLC
Episode description as stored
(0:00) Bestie intros (1:19) Chip stocks crash, Leopold Aschenbrenner's $20B fund gets margin called (20:20) China's advantage and green shoots for the US economy (34:12) Frontier Labs say "SLOW DOWN AI" (1:01:15) Why are frontier labs "burning books"? (1:14:45) Socialism Corner: Mamdani's grocery stores and the "Socialist Spectacle" (1:24:44) Science Corner: Understanding and mapping the brain Apply for All-In 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/@allin 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://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html https://www.wsj.com/finance/citadel-buys-situational-awarenesss-stock-portfolio-after-big-losses-in-ai-5117159b https://polymarket.com/event/fed-decision-in-september-762 https://situational-awareness.ai https://www.cnbc.com/quotes/US30Y https://x.com/nicolasfulghum/status/2082083884578050299 https://theprint.in/science/breakthrough-china-artificial-sun-project-6-5-tesla-magnet/2999321 https://www.pacingthefrontier.com/ https://www.cnbc.com/2026/07/29/openai-cfo-sarah-friar-tells-employees-arr-in-july-topped-all-of-q2.html https://www.dwarkesh.com/p/why-compute-might-get-10x-more-expensive vhttps://www.reuters.com/world/china/china-starts-production-home-grown-immersion-duv-chipmaking-tools-source-2026-07-28 https://www.google.com/finance/beta/quote/ASML:NASDAQ https://www.cnbc.com/2026/07/27/cxmt-china-market-debut-chipmaker-ipo.html https://polymarket.com/event/ipos-before-2027 https://polymarket.com/event/us-enacts-ai-safety-bill-before-2027/us-enacts-ai-safety-bill-before-2027 https://x.com/v_nefodov/status/2082927219224060043 https://www.wsj.com/opinion/the-ai-future-is-for-everyone-a0c24e20 https://punchbowl.news/article/tech/thune-anthropic https://www.wsj.com/tech/ai/anthropic-doubles-midterm-spending-to-40-million-to-push-ai-regulation-9cd547ae https://x.com/OpenAI/status/2082577277246972300 https://www.carltonfields.com/insights/publications/2025/no-copyright-protection-for-ai-assisted-creations-thaler-v-perlmutter https://x.com/Jason/status/2082577230941557068 https://www.tomshardware.com/tech-industry/artificial-intelligence/ai-companies-are-reportedly-shredding-millions-of-books-to-train-models-tech-giants-outsource-to-middlemen-to-secretly-buy-up-books-for-training-material https://www.404media.co/ai-companies-are-buying-tons-of-old-books-because-theyre-free-of-ai-slop https://www.youtube.com/watch?v=d1azwUwKrPo&t=39s https://arxiv.org/pdf/2602.16417