All-In with Chamath, Jason, Sacks & Friedberg · Friday, July 3, 2026
The discussion emphasized that enterprises can host open-source AI models on their own GPUs and in US data centers, ensuring data security and preventing data sharing with frontier labs. This approach is presented as a more cost-effective and secure alternative to relying on third-party models.
“And her perspective is, don't you understand that you can actually host open source models with your own GPUs and US data centers, that doesn't share any data back to anybody.”
“And instead, what you're accidentally or purposefully doing is giving away all your data to a couple of frontier labs, rather than owning it privately yourself. And 100X it turns out is a really big number to pay to do all that by accident.”
“And that's what Alex Karp is saying. He's like, why would anybody do this when there are alternatives?”