Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
Jun 27, 2026 · 1h 42m · YouTube
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0:00All right, everybody, welcome back.
0:01Welcome back to the number one podcast in the world, the all-in podcast, episode 278.
0:09And Freeberg, he took a mental health day today after the socialist sweep in New York City.
0:14So, we invited two guests.
0:16They both said yes.
0:17Travis Kalinik is here from Adams.
0:18How are you doing, brother?
0:20I'm good.
0:20I'm good.
0:21Good to see you.
0:22Good to see you.
0:22Good to see you.
0:23And after a triumphant week at Starbase, the one, the only, everybody's favorite, Gavin Baker of Atreides Management.
0:34How are you doing, Gavin?
0:35Great, man.
0:36Thanks for having me.
0:37You still floating on Cloud 9 after the SpaceX IPO?
0:40Yeah.
0:41That was a very special moment, and it was a culmination of, you know, in some cases, decades of hard work.
0:47But man, to quote Bill Belichick onto Cincinnati.
0:52Yeah.
0:52Yeah.
0:53Exactly right.
0:54Yeah.
0:54Zero-0 is how the Knicks talked about the next game in every series.
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