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All-In Podcast

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit

CEOs of Cerebras and Black Forest Labs discuss the massive scale of AI datacenters, the progress toward AGI, and how generative video is transforming Hollywood.

This episode features Andrew Feldman, CEO of Cerebras, and Robin Rombach, CEO of Black Forest Labs, discussing the infrastructure required for AI, the significance of open source models, and the application of generative video in film production.

134
64 minJul 10, 2026All-In with Chamath, Jason, Sacks & Friedberg

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Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

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Key takeaways

What to know before you press play.

01

AI Datacenters Are Massive

The discussion highlights the scale of AI datacenters, describing them as being bigger than cities.

1
02

Open Source and AGI Progress

The conversation covers the role of open source in AI sovereignty and the current state of the road to AGI.

3
03

Generative Video Innovation

Robin Rombach discusses the innovation behind generative video technology.

4
04

Scorsese and Hollywood IP

The episode explores Martin Scorsese's use of AI tools and the future of intellectual property in Hollywood.

5

Ask GenPod next

Keep the question moving.

01

“How does the scale of AI datacenters compare to urban planning?”

02

“What are the implications of open source AI for global sovereignty?”

03

“How is generative video changing the workflow for directors like Martin Scorsese?”

Questions

Questions to carry into the episode.

How large are modern AI datacenters?

They are described as being bigger than cities.

1
What is the significance of open source in AI?

It is linked to AI sovereignty and the path to AGI.

3
How is generative video impacting film?

It represents a key innovation discussed by Black Forest Labs' CEO.

4
What is the future of Hollywood IP with AI?

The discussion includes Martin Scorsese's perspective on robots and IP.

5

Experts

Voices named in the source.

Andrew Feldman

CEO of Cerebras

1

Robin Rombach

CEO of Black Forest Labs

4

Sources and disclosure

Where this guide comes from.

This episode is part of the All-In podcast featuring CEOs of Cerebras and Black Forest Labs.

  1. Publisher show notes

    (0:00) The AI Buildout: Datacenters Bigger Than Cities (Andrew Feldman)

  2. Publisher show notes

    (1:50) Reasoning, Inference, and Breaking Moore's Law

  3. Publisher show notes

    (16:28) Open Source, AI Sovereignty, and the Road to AGI

  4. Publisher show notes

    (40:54) The Innovation Behind Generative Video (Robin Rombach)

  5. Publisher show notes

    (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP

  6. Publisher show notes

    Thanks to our partners for making this possible!

  7. Publisher show notes

    AppLovin Ads - AppLovin's AI advertising platform reaches over a billion daily active users across mobile games. Full-screen video ads with a 35-second median watch time. Advertisers are profitably spending hundreds of thousands of dollars a day and advertiser access is still in closed beta. The window is open at https://applovin.com/ALLIN

  8. Publisher show notes

    Nasdaq - Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. https://www.nasdaq.com/convergence-economy

  9. Publisher show notes

    Follow Andrew:

  10. Publisher show notes

    https://x.com/andrewdfeldman

  11. Publisher show notes

    Follow Robin:

  12. Publisher show notes

    https://x.com/robrombach

  13. Publisher show notes

    Follow the besties:

  14. Publisher show notes

    https://x.com/chamath

  15. Publisher show notes

    https://x.com/Jason

  16. Publisher show notes

    https://x.com/DavidSacks

  17. Publisher show notes

    https://x.com/friedberg

  18. Publisher show notes

    Follow on X:

  19. Publisher show notes

    https://x.com/theallinpod

  20. Publisher show notes

    Follow on Instagram:

  21. Publisher show notes

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  22. Publisher show notes

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  23. Publisher show notes

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  24. Publisher show notes

    Follow on LinkedIn:

  25. Publisher show notes

    https://www.linkedin.com/company/allinpod

  26. Publisher show notes

    Intro Music Credit:

  27. Publisher show notes

    https://rb.gy/tppkzl

  28. Publisher show notes

    https://x.com/yung_spielburg

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