(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: <a href= "https://twitter.com/chamath">https://twitter.com/chamath</a> <a href= "https://twitter.com/Jason">https://twitter.com/Jason</a> <a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a> <a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a> Follow the pod: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> <a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a> Intro Music Credit: <a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a> <a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a> Intro Video Credit: <a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a> Referenced in the show: <a href= "https://companiesmarketcap.com/page/1">https://companiesmarketcap.com/page/1</a> <a href= "https://www.google.com/finance/quote/NVDA:NASDAQ">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href= "https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09"> https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09</a> <a href= "https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119">https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119</a> <a href= "https://blog.google/products/gemini/bard-gemini-advanced-app">https://blog.google/products/gemini/bard-gemini-advanced-app</a> <a href= "https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0"> https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0</a> <a href= "https://www.google.com/finance/quote/ARM:NASDAQ">https://www.google.com/finance/quote/ARM:NASDAQ</a> <a href= "https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18"> https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18</a> <a href= "https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13"> https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13</a> <a href= "https://twitter.com/OpenAI/status/1758192957386342435">https://twitter.com/OpenAI/status/1758192957386342435</a> <a href= "https://twitter.com/CultureCrave/status/1758212761748980089">https://twitter.com/CultureCrave/status/1758212761748980089</a> <a href= "https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024"> https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024</a> <a href= "https://twitter.com/nathanbenaich/status/1758036247115608317">https://twitter.com/nathanbenaich/status/1758036247115608317</a> <a href= "https://twitter.com/natfriedman/status/1758143612561568047">https://twitter.com/natfriedman/status/1758143612561568047</a> <a href= "https://twitter.com/OfficialLoganK/status/1758198997590618550">https://twitter.com/OfficialLoganK/status/1758198997590618550</a> <a href= "https://huggingface.co/spaces/tsujuifu/ml-mgie">https://huggingface.co/spaces/tsujuifu/ml-mgie</a> <a href= "https://huggingface.co/stablediffusionapi/juggernaut-xl">https://huggingface.co/stablediffusionapi/juggernaut-xl</a> <a href= "https://twitter.com/jrichlive/status/1757258553688256895">https://twitter.com/jrichlive/status/1757258553688256895</a> <a href= "https://twitter.com/jrichlive/status/1493392725814566914">https://twitter.com/jrichlive/status/1493392725814566914</a> <a href= "https://twitter.com/chamath/status/1757537426019598418">https://twitter.com/chamath/status/1757537426019598418</a> <a href= "https://twitter.com/elonmusk/status/1757537968083075137">https://twitter.com/elonmusk/status/1757537968083075137</a> <a href= "https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms"> https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms</a> <a href= "https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl"> https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl</a> <a href= "https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report"> https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report</a> <a href= "https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country"> https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country</a> <a href= "https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference"> https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference</a> <a href= "https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024"> https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024</a> <a href= "https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007"> https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007</a> <a href= "https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html">https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html</a> <a href= "https://twitter.com/wikileaks/status/1497207251785818114">https://twitter.com/wikileaks/status/1497207251785818114</a> <a href= "https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html"> https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html</a>

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E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more

All-In with Chamath, Jason, Sacks & Friedberg