All-In with Chamath, Jason, Sacks & Friedberg

Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN

March 23, 2026·1h 37m·2-min readinterviewtechnology
Podzilla Summary (2 min)
TLDR
The episode features interviews with four AI infrastructure and software CEOs at NVIDIA's GTC conference, revealing how early strategic bets on GPU compute, long-term contracts, and open-source models are shaping the AI economy, with insights into financing, deployment, and the future of

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Guest

M

Michael Intrater

interview on All-In with Chamath, Jason, Sacks & Friedberg

Mentions

Books, people, and resources mentioned in this episode.

People

Michael IntraterArvind SrinivasArthur MenschDaniel Roberts

Companies

CoreWeavePerplexityMistral AIIren

Products & Tools

Perplexity ComputerInfiniBandOpenClaw

Topics

Artificial IntelligenceCloud ComputingData EngineeringMachine LearningRenewable EnergySoftware EngineeringStartupsVenture Capital

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