All-In with Chamath, Jason, Sacks & Friedberg Four CEOs on the Future of AI: CoreWeave, Perplexity, Mistral, and IREN
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Mar 23, 2026 
Michael Intrator, CoreWeave co-founder and CEO, talks GPU cloud infrastructure and AI financing. Aravind Srinivas, Perplexity co-founder and CEO, dives into AI search, agents, and software that acts on your behalf. Arthur Mensch, Mistral AI co-founder and CEO, covers open models and enterprise AI. Daniel Roberts, IREN co-founder and co-CEO, explores power, data centers, renewables, and AI’s massive compute appetite.
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Enterprise Agents Need Control Planes Not Just Autonomy
- Arthur Mensch says hacker-style agent autonomy proves what's possible, but enterprises need control planes, observability, and deterministic gates before trusting it.
- He uses KYC at HSBC as the example where sandboxes and governance matter more than raw OpenClaw-style freedom.
Context Engines Become Mandatory When AI Sees Everything
- Arthur Mensch says enterprise agents require a context engine that maps where data lives and who can access it semantically.
- His example is compensation data: without role-based controls, connecting Gmail, Slack, and docs turns AI into an organizational security disaster.
Bitcoin Mining Bootstrapped Infrastructure for the AI Boom
- Daniel Roberts says IREN used Bitcoin mining as the first monetization layer to bootstrap data-center infrastructure for later AI demand.
- The company pitched seed investors on building large-scale sites first, then swapping in better compute use cases as they emerged.