Real Alpha

All-In · 5 min instead of 1 h 22 m · Oct 2, 2026

Cyber defense will force governments to allocate GPUs

David FriedbergHost

CEO, Ohalo

Founded The Climate Corporation, sold to Monsanto for about $1.1B in 2013.

  • Chamath PalihapitiyaHost · Founder & CEO, Social Capital

    Led Facebook's growth team; his firm backed Slack and AI chipmaker Groq.

  • Jason CalacanisHost · Founder & CEO, LAUNCH

    Early Uber angel; sold Weblogs Inc. to AOL; hosts This Week in Startups.

  • David SacksHost · Co-founder & partner, Craft Ventures

    PayPal's first COO, founded Yammer; White House AI & crypto czar 2025–26.

About this segment

Friedberg argues models can't be controlled because open weights are everywhere, so cyber defense spending will surge. In 12 to 18 months he expects governments to allocate compute, treating data centers like utilities.

From “Trump’s Super Intelligence Summit, AI Safety Accord, GDP Beats, Midterm Predictions”, Oct 2, 2026. Watch the full episode

“So the attempt to try and centralize and manage the control of the software, I think is a fool's errand.”
David Friedbergat 20:34 · All-In20:34

Takeaways

  1. Open-weight models make regulating the software impractical
  2. Cyber defense budgets will become a board-level priority
  3. Machines allocated to defense will be a key metric in an arms race
Watch 5:29 from 18:42

In this episode

Full episode

  1. 18:42Cyber defense will force governments to allocate GPUs5:29

  2. 2:46The White House AI accord gets its teeth from board liability4:01Up next
  3. 45:17Strong economic data contradicts the gloomy narrative4:05