All-In with Chamath, Jason, Sacks & Friedberg podcast

All-In with Chamath, Jason, Sacks & Friedberg

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

 

#197

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? Follow Tim Naki: <a href= "https://www.instagram.com/tim.naki">https://www.instagram.com/tim.naki</a> 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://www.instagram.com/tim.naki">https://www.instagram.com/tim.naki</a> <a href= "https://x.com/eoghan/status/1799161733766062545">https://x.com/eoghan/status/1799161733766062545</a> <a href= "https://x.com/bennyjohnson/status/1800979079472288145">https://x.com/bennyjohnson/status/1800979079472288145</a> <a href= "https://x.com/bennyjohnson/status/1797086962626494840">https://x.com/bennyjohnson/status/1797086962626494840</a> <a href= "https://x.com/elonmusk/status/1801084780035154058">https://x.com/elonmusk/status/1801084780035154058</a> <a href= "https://x.com/jhall/status/1795794521604718814">https://x.com/jhall/status/1795794521604718814</a> <a href= "https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion"> https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion</a> <a href= "https://companiesmarketcap.com">https://companiesmarketcap.com</a> <a href= "https://www.youtube.com/watch?v=RXeOiIDNNek">https://www.youtube.com/watch?v=RXeOiIDNNek</a> <a href= "https://x.com/chiefaioffice/status/1801022115426009309">https://x.com/chiefaioffice/status/1801022115426009309</a> <a href= "https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en"> https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en</a> <a href= "https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en"> https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en</a> <a href= "https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm"> https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm</a> <a href= "https://fred.stlouisfed.org/series/FEDFUNDS">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href= "https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024"> https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024</a> <a href= "https://fred.stlouisfed.org/series/CES0500000003">https://fred.stlouisfed.org/series/CES0500000003</a> <a href= "https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf"> https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf</a> <a href= "https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html"> https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html</a> <a href= "https://fred.stlouisfed.org/series/JTSJOL">https://fred.stlouisfed.org/series/JTSJOL</a> <a href= "https://x.com/VinnyLingham/status/1801129023168454907">https://x.com/VinnyLingham/status/1801129023168454907</a> <a href= "https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders"> https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders</a> <a href= "https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1"> https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1</a> <a href= "https://x.com/jameslavish/status/1801248976911634648">https://x.com/jameslavish/status/1801248976911634648</a> <a href= "https://x.com/peterfenton/status/1801300735520608529">https://x.com/peterfenton/status/1801300735520608529</a> ... Read more

14 Jun 2024

1 HR 24 MINS

1:24:48

14 Jun 2024


#196

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq (1:02:34) Apple to announce OpenAI iPhone deal at WWDC (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://www.youtube.com/watch?v=dQQhAg0mfF8">https://www.youtube.com/watch?v=dQQhAg0mfF8</a> <a href= "https://x.com/vkhosla/status/1769529054955446533">https://x.com/vkhosla/status/1769529054955446533</a> <a href= "https://x.com/vkhosla/status/1796293773389127987">https://x.com/vkhosla/status/1796293773389127987</a> <a href= "https://x.com/shaunmmaguire/status/1796415146077954329">https://x.com/shaunmmaguire/status/1796415146077954329</a> <a href= "https://x.com/DavidSacks/status/1798100723617698097">https://x.com/DavidSacks/status/1798100723617698097</a> <a href= "https://x.com/SawyerMerritt/status/1798779830521000426">https://x.com/SawyerMerritt/status/1798779830521000426</a> <a href= "https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html"> https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html</a> <a href= "https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a"> https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a</a> <a href= "https://companiesmarketcap.com">https://companiesmarketcap.com</a> <a href= "https://www.youtube.com/watch?v=F9cO3-MLHOM">https://www.youtube.com/watch?v=F9cO3-MLHOM</a> <a href= "https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519"> https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519</a> <a href= "https://www.reddit.com/user/DeepFuckingValue">https://www.reddit.com/user/DeepFuckingValue</a> <a href= "https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4"> https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4</a> <a href= "https://x.com/TheRoaringKitty/status/1789807772542067105">https://x.com/TheRoaringKitty/status/1789807772542067105</a> <a href= "https://www.google.com/finance/quote/GME:NYSE">https://www.google.com/finance/quote/GME:NYSE</a> <a href= "https://www.youtube.com/watch?v=M-VO6dtFRes">https://www.youtube.com/watch?v=M-VO6dtFRes</a> <a href= "https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301"> https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301</a> <a href= "https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue">https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue</a> <a href= "https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb"> https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb</a> <a href= "https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html"> https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html</a> <a href= "https://www.instagram.com/tim.naki/reels">https://www.instagram.com/tim.naki/reels</a> <a href= "https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba"> https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba</a> <a href= "https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf"> https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf</a> <a href= "https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other"> https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other</a> <a href= "https://x.com/leonsimons8/status/1793319395080520036">https://x.com/leonsimons8/status/1793319395080520036</a> ... Read more

07 Jun 2024

1 HR 25 MINS

1:25:26

07 Jun 2024


#195

Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

(0:00) Bestie Intros: Jason's first show for his new production company (2:15) Why Sacks and Chamath are hosting a Trump fundraiser (18:40) House COVID investigation: findings, cover-up, what's next? (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades (53:04) Crypto Corner with Chamath (1:04:15) State of SaaS: Salesforce drops 20%, market teetering (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records (1:37:36) Are we seeing an AI correction? 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures"> https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures</a> <a href= "https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform"> https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform</a> <a href= "https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute">https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute</a> <a href= "https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report"> https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report</a> <a href= "https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance"> https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance</a> <a href= "https://x.com/emilyakopp/status/1795482121739354552">https://x.com/emilyakopp/status/1795482121739354552</a> <a href= "https://x.com/R_H_Ebright/status/1795454118594568312">https://x.com/R_H_Ebright/status/1795454118594568312</a> <a href= "https://www.youtube.com/watch?v=jGxSlW0NrB4">https://www.youtube.com/watch?v=jGxSlW0NrB4</a> <a href= "https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance"> https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance</a> <a href= "https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html"> https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html</a> <a href= "https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390">https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390</a> https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext <a href= "https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor"> https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor</a> <a href= "https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit"> https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit</a> <a href= "https://x.com/KatherineEban">https://x.com/KatherineEban</a> <a href= "https://x.com/emilyakopp">https://x.com/emilyakopp</a> <a href= "https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics"> https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics</a> <a href= "https://www.youtube.com/watch?v=nvQTXAgtA6s">https://www.youtube.com/watch?v=nvQTXAgtA6s</a> <a href= "https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf"> https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf</a> <a href= "https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500"> https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500</a> <a href= "https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict"> https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict</a> <a href= "https://www.google.com/finance/quote/DELL:NYSE">https://www.google.com/finance/quote/DELL:NYSE</a> <a href= "https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down"> https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down</a> ... Read more

31 May 2024

1 HR 47 MINS

1:47:42

31 May 2024


#194

Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our ba...

(0:00) Bestie intros: Recapping "General AI Hospital" (2:46) Scarlett Johansson vs. OpenAI (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data (1:02:36) New study shows plastics in testicles 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://x.com/BobbyAllyn/status/1792679435701014908">https://x.com/BobbyAllyn/status/1792679435701014908</a> <a href= "https://x.com/sama/status/1790075827666796666">https://x.com/sama/status/1790075827666796666</a> <a href= "https://openai.com/index/how-the-voices-for-chatgpt-were-chosen">https://openai.com/index/how-the-voices-for-chatgpt-were-chosen</a> <a href= "https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice"> https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice</a> <a href= "https://x.com/SydSteyerhart/status/1792981291266138531">https://x.com/SydSteyerhart/status/1792981291266138531</a> <a href= "https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees"> https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees</a> <a href= "https://x.com/sama/status/1791936857594581428">https://x.com/sama/status/1791936857594581428</a> <a href= "https://x.com/ilyasut/status/1790517455628198322">https://x.com/ilyasut/status/1790517455628198322</a> <a href= "https://x.com/janleike/status/1790603862132596961">https://x.com/janleike/status/1790603862132596961</a> <a href= "https://x.com/janleike/status/1791498184671605209">https://x.com/janleike/status/1791498184671605209</a> <a href= "https://openai.com/index/openai-announces-leadership-transition">https://openai.com/index/openai-announces-leadership-transition</a> <a href= "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025</a> <a href= "https://www.google.com/finance/quote/INTC:NASDAQ">https://www.google.com/finance/quote/INTC:NASDAQ</a> <a href= "https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat"> https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat</a> <a href= "https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo"> https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo</a> <a href= "https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022"> https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022</a> <a href= "https://chamath.substack.com/p/2023-annual-letter">https://chamath.substack.com/p/2023-annual-letter</a> <a href= "https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula</a> <a href= "https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden"> https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden</a> <a href= "https://fred.stlouisfed.org/series/CCLACBW027SBOG">https://fred.stlouisfed.org/series/CCLACBW027SBOG</a> <a href= "https://x.com/KariLake/status/1792986501820850333">https://x.com/KariLake/status/1792986501820850333</a> <a href= "https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation"> https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation</a> <a href= "https://www.google.com/finance/quote/MCD:NYSE">https://www.google.com/finance/quote/MCD:NYSE</a> <a href= "https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d"> https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d</a> <a href= "https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781"> https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781</a> <a href= "https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x"> https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x</a> <a href= "https://pubmed.ncbi.nlm.nih.gov/12708228">https://pubmed.ncbi.nlm.nih.gov/12708228</a> <a href= "https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247">https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247</a> <a href= "https://pubmed.ncbi.nlm.nih.gov/21524797">https://pubmed.ncbi.nlm.nih.gov/21524797</a> <a href= "https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133"> https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133</a> <a href= "https://www.youtube.com/watch?v=o6yuYkfNh-k">https://www.youtube.com/watch?v=o6yuYkfNh-k</a> <a href= "https://www.youtube.com/watch?v=EYQjShJxCtM">https://www.youtube.com/watch?v=EYQjShJxCtM</a> <a href= "https://www.youtube.com/watch?v=r_4jrMwvZ2A">https://www.youtube.com/watch?v=r_4jrMwvZ2A</a> ... Read more

24 May 2024

1 HR 30 MINS

1:30:06

24 May 2024


#193

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

(0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend (7:38) OpenAI launches GPT-4o: better, faster, cheaper (29:40) Sacks demos Glue: How AI unlocked his Slack killer (40:12) Friedberg walks through his major breakthrough at Ohalo (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US (1:13:54) Jason's bet on Athena, how AI will change company building (1:22:21) Google launches AI summaries in search 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm"> https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm</a> <a href= "https://x.com/OpenAI/status/1790130703721521305">https://x.com/OpenAI/status/1790130703721521305</a> <a href= "https://x.com/OpenAI/status/1790089513387143469">https://x.com/OpenAI/status/1790089513387143469</a> https://crfm.stanford.edu/helm/mmlu/v1.3.0/# <a href= "https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3"> https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3</a> <a href= "https://www.opencompute.org">https://www.opencompute.org</a> [https://glue.ai] (https://glue.ai) [https://ragie.ai] (https://ragie.ai) [https://ohalo.com] (https://ohalo.com) <a href= "https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html"> https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html</a> <a href= "https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula</a> <a href= "https://twitter.com/DavidSacks/status/1378034932006592512">https://twitter.com/DavidSacks/status/1378034932006592512</a> <a href= "https://www.athenawow.com/jcal">https://www.athenawow.com/jcal</a> <a href= "https://calacanis.substack.com/p/startup-productivity-in-the-age-of"> https://calacanis.substack.com/p/startup-productivity-in-the-age-of</a> <a href= "https://blog.google/products/search/generative-ai-google-search-may-2024"> https://blog.google/products/search/generative-ai-google-search-may-2024</a> <a href= "https://www.youtube.com/watch?v=XEzRZ35urlk">https://www.youtube.com/watch?v=XEzRZ35urlk</a> <a href= "https://finance.yahoo.com/quote/GOOG">https://finance.yahoo.com/quote/GOOG</a> <a href= "https://startuptalky.com/apple-failed-products">https://startuptalky.com/apple-failed-products</a> ... Read more

17 May 2024

1 HR 41 MINS

1:41:14

17 May 2024


#192

In conversation with Sam Altman

(0:00) Welcoming Sam Altman to the show! (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more (21:56) How advanced agents will change the way we interface with apps (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry (42:02) AI regulation, UBI in a post-AI world (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company (1:05:33) Post-interview recap (1:10:38) All-In Summit announcements, college protests (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next? (1:29:41) Google unveils AlphaFold 3.0 Follow Sam: <a href= "https://twitter.com/sama">https://twitter.com/sama</a> 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://twitter.com/EconomyApp/status/1622029832099082241">https://twitter.com/EconomyApp/status/1622029832099082241</a> <a href= "https://sacra.com/c/openai">https://sacra.com/c/openai</a> <a href= "https://twitter.com/tim_cook/status/1787864325258162239">https://twitter.com/tim_cook/status/1787864325258162239</a> <a href= "https://openai.com/index/introducing-the-model-spec">https://openai.com/index/introducing-the-model-spec</a> <a href= "https://twitter.com/SabriSun_Miller/status/1788298123434938738">https://twitter.com/SabriSun_Miller/status/1788298123434938738</a> <a href= "https://www.archives.gov/founding-docs/bill-of-rights-transcript">https://www.archives.gov/founding-docs/bill-of-rights-transcript</a> <a href= "https://twitter.com/ClayTravis/status/1788312545754825091">https://twitter.com/ClayTravis/status/1788312545754825091</a> <a href= "https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html"> https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html</a> <a href= "https://www.youtube.com/watch?v=snbTCWL6rxo">https://www.youtube.com/watch?v=snbTCWL6rxo</a> <a href= "https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html"> https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html</a> <a href= "https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036"> https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036</a> <a href= "https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model"> https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model</a> ... Read more

10 May 2024

1 HR 43 MINS

1:43:03

10 May 2024


#191

In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

(0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7 (28:18) Paths forward, documentary decisions, involvement of women in protests (53:03) Post-interview debrief (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1 Follow Sheryl: <a href= "https://twitter.com/sherylsandberg">https://twitter.com/sherylsandberg</a> Watch Screams Before Silence: <a href= "https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1">https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1</a> 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://twitter.com/fakechamath">https://twitter.com/fakechamath</a> <a href= "https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1">https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1</a> <a href= "https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html"> https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html</a> <a href= "https://news.un.org/en/story/2024/03/1147477">https://news.un.org/en/story/2024/03/1147477</a> <a href= "https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/"> https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/</a> <a href= "https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html"> https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html</a> <a href= "https://github.com/Profluent-AI/OpenCRISPR">https://github.com/Profluent-AI/OpenCRISPR</a> ... Read more

03 May 2024

1 HR 15 MINS

1:15:23

03 May 2024


#190

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

(0:00) Bestie Intros: Reservation Tips! (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings (22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years (47:25) FTC bans noncompetes: impact on startups and company formation (1:00:33) Besties reminisce on their encounters with Steve Jobs (1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done? (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://ai.meta.com/blog/meta-llama-3">https://ai.meta.com/blog/meta-llama-3</a> <a href= "https://huggingface.co/meta-llama/Meta-Llama-3-8B">https://huggingface.co/meta-llama/Meta-Llama-3-8B</a> <a href= "https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem"> https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem</a> <a href= "https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3"> https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3</a> <a href= "https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html"> https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html</a> <a href= "https://www.youtube.com/watch?v=kiMTRQXBol0">https://www.youtube.com/watch?v=kiMTRQXBol0</a> <a href= "https://twitter.com/AravSrinivas/status/1781099224169320500">https://twitter.com/AravSrinivas/status/1781099224169320500</a> <a href= "https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge"> https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge</a> <a href= "https://twitter.com/lauramaywendel/status/1782040453266710551">https://twitter.com/lauramaywendel/status/1782040453266710551</a> <a href= "https://twitter.com/naveengrao/status/1781491370114633816">https://twitter.com/naveengrao/status/1781491370114633816</a> <a href= "https://twitter.com/winglian/status/1783456379199484367">https://twitter.com/winglian/status/1783456379199484367</a> [https://www.meta.ai] (https://www.meta.ai) <a href= "https://twitter.com/chamath/status/1780302197772952049">https://twitter.com/chamath/status/1780302197772952049</a> <a href= "https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out"> https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out</a> <a href= "https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21"> https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21</a> <a href= "https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand"> https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand</a> <a href= "https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01"> https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01</a> <a href= "https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d">https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d</a> <a href= "https://www.google.com/finance/quote/TSLA:NASDAQ">https://www.google.com/finance/quote/TSLA:NASDAQ</a> <a href= "https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html"> https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html</a> <a href= "https://www.tesla.com/blog/master-plan-part-deux">https://www.tesla.com/blog/master-plan-part-deux</a> <a href= "https://twitter.com/chamath/status/1776663647735218491">https://twitter.com/chamath/status/1776663647735218491</a> <a href= "https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf"> https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf</a> <a href= "https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html"> https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html</a> [https://palmetto.com] (https://palmetto.com) <a href= "https://www.youtube.com/watch?v=pja_n8ThDsU">https://www.youtube.com/watch?v=pja_n8ThDsU</a> <a href= "https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit"> https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit</a> <a href= "https://twitter.com/DavidSacks/status/1777496946263134414">https://twitter.com/DavidSacks/status/1777496946263134414</a> <a href= "https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html"> https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html</a> <a href= "https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements"> https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements</a> <a href= "https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes"> https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes</a> <a href= "https://www.techemails.com/p/steve-jobs-emails-adobes-ceo">https://www.techemails.com/p/steve-jobs-emails-adobes-ceo</a> <a href= "https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android"> https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android</a> <a href= "https://www.youtube.com/watch?v=CWOt9Cjq2mw">https://www.youtube.com/watch?v=CWOt9Cjq2mw</a> <a href= "https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package"> https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package</a> <a href= "https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150"> https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150</a> <a href= "https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html"> https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html</a> <a href= "https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo"> https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo</a> <a href= "https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance"> https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance</a> <a href= "https://twitter.com/DavidSacks/status/1783220583075111401">https://twitter.com/DavidSacks/status/1783220583075111401</a> <a href= "https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06"> https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06</a> <a href= "https://x.com/MsMelChen/status/1783524423963697262">https://x.com/MsMelChen/status/1783524423963697262</a> <a href= "https://x.com/Jason/status/1783556155924705388">https://x.com/Jason/status/1783556155924705388</a> <a href= "https://x.com/Jason/status/1783604248569360516">https://x.com/Jason/status/1783604248569360516</a> <a href= "https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922"> https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922</a> <a href= "https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf"> https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf</a> <a href= "https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll"> https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll</a> <a href= "https://balajis.com/p/all-it-takes-is-all-you-got">https://balajis.com/p/all-it-takes-is-all-you-got</a> <a href= "https://twitter.com/maceskridge/status/1783290784311058788">https://twitter.com/maceskridge/status/1783290784311058788</a> ... Read more

26 Apr 2024

1 HR 41 MINS

1:41:26

26 Apr 2024


#189

Google fires protestors, NPR chaos, Humane's AI Pin, Startup tax crisis, sports betting scandal

(0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods" (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth   (14:38) Google fires protestors (35:08) Chaos and culture wars at NPR (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions (1:02:28) Startup tax crisis: How a recent provision upended R&D deductions (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US (1:23:33) How to get better at chess, childhood Bestie schemes 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://twitter.com/NoTechApartheid/status/1780278895058518468">https://twitter.com/NoTechApartheid/status/1780278895058518468</a> <a href= "https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html"> https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html</a> <a href= "https://www.notechforapartheid.com">https://www.notechforapartheid.com</a> <a href= "https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract"> https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract</a> <a href= "https://twitter.com/CollinRugg/status/1779914595156808045">https://twitter.com/CollinRugg/status/1779914595156808045</a> <a href= "https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000"> https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000</a> <a href= "https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f"> https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f</a> <a href= "https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html"> https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html</a> <a href= "https://www.youtube.com/watch?v=3-APSXZy9UI">https://www.youtube.com/watch?v=3-APSXZy9UI</a> <a href= "https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html"> https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html</a> <a href= "https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000"> https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000</a> <a href= "https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000"> https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000</a> <a href= "https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html"> https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html</a> <a href= "https://twitter.com/JustStop_Oil/status/1580883249228046336">https://twitter.com/JustStop_Oil/status/1580883249228046336</a> <a href= "https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia"> https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia</a> <a href= "https://www.npr.org/about-npr/178659563/our-mission-and-vision">https://www.npr.org/about-npr/178659563/our-mission-and-vision</a> <a href= "https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust">https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust</a> <a href= "https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work"> https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work</a> <a href= "https://twitter.com/realchrisrufo">https://twitter.com/realchrisrufo</a> <a href= "https://twitter.com/wokal_distance/status/1780695504210567335">https://twitter.com/wokal_distance/status/1780695504210567335</a> <a href= "https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass"> https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass</a> [https://humane.com] (https://humane.com) <a href= "https://www.youtube.com/watch?v=TitZV6k8zfA">https://www.youtube.com/watch?v=TitZV6k8zfA</a> <a href= "https://www.youtube.com/watch?v=6xWXRk3yaSw">https://www.youtube.com/watch?v=6xWXRk3yaSw</a> <a href= "https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036"> https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036</a> <a href= "https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM">https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM</a> <a href= "https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924"> https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924</a> <a href= "https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8"> https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8</a> <a href= "https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal"> https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal</a> <a href= "https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports"> https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports</a> <a href= "https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue"> https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue</a> <a href= "https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work"> https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work</a> <a href= "https://www.youtube.com/watch?v=U2huVf1l4UE">https://www.youtube.com/watch?v=U2huVf1l4UE</a> ... Read more

19 Apr 2024

1 HR 36 MINS

1:36:52

19 Apr 2024


#188

E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

Register for the All-In Summit: <a href= "https://summit.allinpodcast.co">https://summit.allinpodcast.co</a> (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut? (45:41) AI disclosure bill: important step for creators or unnecessary? (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://summit.allinpodcast.co">https://summit.allinpodcast.co</a> <a href= "https://youtu.be/FgUKIRnxrxw">https://youtu.be/FgUKIRnxrxw</a> <a href= "https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr"> https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr</a> <a href= "https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php"> https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php</a> <a href= "https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html"> https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html</a> <a href= "https://www.investing.com/economic-calendar/core-cpi-736">https://www.investing.com/economic-calendar/core-cpi-736</a> <a href= "https://www.investing.com/economic-calendar/cpi-733">https://www.investing.com/economic-calendar/cpi-733</a> <a href= "https://twitter.com/LHSummers/status/1778093870271664291">https://twitter.com/LHSummers/status/1778093870271664291</a> <a href= "https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e"> https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e</a> <a href= "https://twitter.com/LHSummers/status/1762607548828360798">https://twitter.com/LHSummers/status/1762607548828360798</a> <a href= "https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula</a> <a href= "https://twitter.com/chamath/status/1778098007625572487">https://twitter.com/chamath/status/1778098007625572487</a> <a href= "https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship"> https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship</a> <a href= "https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html"> https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html</a> <a href= "https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html"> https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html</a> <a href= "https://twitter.com/unusual_whales/status/1778479545613439455">https://twitter.com/unusual_whales/status/1778479545613439455</a> <a href= "https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html"> https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html</a> <a href= "https://fred.stlouisfed.org/series/FEDFUNDS">https://fred.stlouisfed.org/series/FEDFUNDS</a> <a href= "https://twitter.com/chamath/status/1777017715846455470/photo/1">https://twitter.com/chamath/status/1777017715846455470/photo/1</a> <a href= "https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies"> https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies</a> <a href= "https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf"> https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf</a> <a href= "https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html"> https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html</a> <a href= "https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google"> https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google</a> <a href= "https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story"> https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story</a> <a href= "https://www.youtube.com/watch?v=xG1vOxwgqJw">https://www.youtube.com/watch?v=xG1vOxwgqJw</a> <a href= "https://twitter.com/sambendett/status/1774074927437475862">https://twitter.com/sambendett/status/1774074927437475862</a> <a href= "https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19"> https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19</a> <a href= "https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12"> https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12</a> <a href= "https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html"> https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html</a> <a href= "https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480"> https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480</a> <a href= "https://www.saildrone.com">https://www.saildrone.com</a> <a href= "https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups"> https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups</a> <a href= "https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country"> https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country</a> <a href= "https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves"> https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves</a> <a href= "https://www.allencontrolsystems.com">https://www.allencontrolsystems.com</a> <a href= "https://www.allencontrolsystems.com/bullfrog">https://www.allencontrolsystems.com/bullfrog</a> ... Read more

12 Apr 2024

1 HR 26 MINS

1:26:58

12 Apr 2024


#187

E173: Google buying HubSpot? FTX depositors not made whole, AI job fears, Ukraine joining NATO

(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX Correction: Depositors are not getting "made whole" (19:26) Trump Media updates (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited? (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html"> https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html</a> <a href= "https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors"> https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors</a> <a href= "https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13"> https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13</a> <a href= "https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21"> https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21</a> <a href= "https://www.google.com/finance/quote/DJT:NASDAQ">https://www.google.com/finance/quote/DJT:NASDAQ</a> <a href= "https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458"> https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458</a> <a href= "https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43"> https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43</a> <a href= "https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans"> https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans</a> <a href= "https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html"> https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html</a> <a href= "https://twitter.com/mtaibbi/status/1619029772977455105">https://twitter.com/mtaibbi/status/1619029772977455105</a> <a href= "https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories"> https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories</a> <a href= "https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04"> https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04</a> <a href= "https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue">https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue</a> <a href= "https://www.google.com/finance/quote/HUBS:NYSE">https://www.google.com/finance/quote/HUBS:NYSE</a> <a href= "https://www.statista.com/statistics/266249/advertising-revenue-of-google"> https://www.statista.com/statistics/266249/advertising-revenue-of-google</a> <a href= "https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet"> https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet</a> <a href= "https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results"> https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results</a> <a href= "https://twitter.com/thedailyshow/status/1774995166778020059">https://twitter.com/thedailyshow/status/1774995166778020059</a> <a href= "https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month"> https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month</a> <a href= "https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011"> https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011</a> <a href= "https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html"> https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html</a> <a href= "https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976">https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976</a> <a href= "https://twitter.com/lina_colucci/status/1775668500931268665">https://twitter.com/lina_colucci/status/1775668500931268665</a> <a href= "https://twitter.com/tsarnick/status/1748923998052975099">https://twitter.com/tsarnick/status/1748923998052975099</a> <a href= "https://twitter.com/Figure_robot/status/1767913661253984474">https://twitter.com/Figure_robot/status/1767913661253984474</a> <a href= "https://twitter.com/elonmusk/status/1746964887949934958">https://twitter.com/elonmusk/status/1746964887949934958</a> <a href= "https://www.geckorobotics.com/company/robots">https://www.geckorobotics.com/company/robots</a> <a href= "https://twitter.com/DavidSacks/status/1775926842257813910">https://twitter.com/DavidSacks/status/1775926842257813910</a> <a href= "https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia"> https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia</a> <a href= "https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks"> https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks</a> <a href= "https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10"> https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10</a> ... Read more

05 Apr 2024

1 HR 32 MINS

1:32:57

05 Apr 2024


#186

E172: SBF gets 25 years, Trump's meme stock, RFK Jr picks VP, Biden's 2025 budget & more

(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to confront America's existential crisis? (1:11:59) Science Corner: Why the price of cocoa has skyrocketed! (1:16:41) Movie talk and wrap! 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 on X: <a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a> Follow on Instagram: <a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a> Follow on TikTok: <a href= "https://www.tiktok.com/@all_in_tok">https://www.tiktok.com/@all_in_tok</a> Follow on LinkedIn: <a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a> Intro Music Credit: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28"> https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28</a> <a href= "https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html"> https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html</a> <a href= "https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison"> https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison</a> <a href= "https://www.google.com/finance/quote/DJT:NASDAQ">https://www.google.com/finance/quote/DJT:NASDAQ</a> <a href= "https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm"> https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm</a> <a href= "https://www.sec.gov/news/press-release/2023-121">https://www.sec.gov/news/press-release/2023-121</a> <a href= "https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d"> https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d</a> <a href= "https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html"> https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html</a> <a href= "https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay"> https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay</a> <a href= "https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e"> https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e</a> <a href= "https://twitter.com/CollinRugg/status/1773147897439436939">https://twitter.com/CollinRugg/status/1773147897439436939</a> <a href= "https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html"> https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html</a> <a href= "https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11"> https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11</a> <a href= "https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf"> https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf</a> <a href= "https://manhattan.institute/article/the-limits-of-taxing-the-rich"> https://manhattan.institute/article/the-limits-of-taxing-the-rich</a> <a href= "https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf"> https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf</a> <a href= "https://fred.stlouisfed.org/series/FYFRGDA188S">https://fred.stlouisfed.org/series/FYFRGDA188S</a> <a href= "https://fred.stlouisfed.org/series/FYONGDA188S">https://fred.stlouisfed.org/series/FYONGDA188S</a> <a href= "https://www.oecd.org/tax/revenue-statistics-united-states.pdf">https://www.oecd.org/tax/revenue-statistics-united-states.pdf</a> <a href= "https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services"> https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services</a> <a href= "https://fred.stlouisfed.org/series/USGOVT">https://fred.stlouisfed.org/series/USGOVT</a> <a href= "https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter"> https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter</a> <a href= "https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures"> https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures</a> <a href= "https://www.movieposters.com/products/daliland-mpw-138836">https://www.movieposters.com/products/daliland-mpw-138836</a> <a href= "https://twitter.com/stillgray/status/1773234188663054751">https://twitter.com/stillgray/status/1773234188663054751</a> <a href= "https://twitter.com/elonmusk/status/1773240336292393144">https://twitter.com/elonmusk/status/1773240336292393144</a> ... Read more

29 Mar 2024

1 HR 27 MINS

1:27:46

29 Mar 2024


#185

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward (44:30) Microsoft's "Shadow Acquihire" of Inflection AI (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund (1:01:57) Reddit IPO: is risk-on back? (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink 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: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf"> https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf</a> <a href= "https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets"> https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets</a> <a href= "https://www.google.com/finance/quote/AAPL:NASDAQ">https://www.google.com/finance/quote/AAPL:NASDAQ</a> <a href= "https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools"> https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools</a> <a href= "https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search"> https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search</a> <a href= "https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing"> https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing</a> <a href= "https://twitter.com/chamath/status/1769751534940918234">https://twitter.com/chamath/status/1769751534940918234</a> <a href= "https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks"> https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks</a> <a href= "https://twitter.com/Patworx/status/1760189582870536408">https://twitter.com/Patworx/status/1760189582870536408</a> <a href= "https://www.youtube.com/watch?v=QNv9PRDIhes">https://www.youtube.com/watch?v=QNv9PRDIhes</a> <a href= "https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634"> https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634</a> <a href= "https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23"> https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23</a> <a href= "https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft"> https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft</a> <a href= "https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai"> https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai</a> <a href= "https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding"> https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding</a> <a href= "https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html"> https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html</a> <a href= "https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html"> https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html</a> <a href= "https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532"> https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532</a> <a href= "https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f"> https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f</a> <a href= "https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question"> https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question</a> <a href= "https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient"> https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient</a> <a href= "https://twitter.com/neuralink/status/1770563939413496146">https://twitter.com/neuralink/status/1770563939413496146</a> ... Read more

22 Mar 2024

1 HR 19 MINS

1:19:20

22 Mar 2024


#184

E170: Tech's Vibe Shift, TikTok ban debate, Vertical AI boom, Florida bans lab-grown meat & more

(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups? (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness? (1:22:10) Florida on the verge of banning lab-grown meat 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: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://twitter.com/RachaelRad/status/1767612555063955891">https://twitter.com/RachaelRad/status/1767612555063955891</a> <a href= "https://twitter.com/iamtomnash/status/1768135725403226256">https://twitter.com/iamtomnash/status/1768135725403226256</a> <a href= "https://twitter.com/CollinRugg/status/1752749485070156025">https://twitter.com/CollinRugg/status/1752749485070156025</a> <a href= "https://futurism.com/video-openai-cto-sora-training-data">https://futurism.com/video-openai-cto-sora-training-data</a> <a href= "https://twitter.com/tsarnick/status/1768021821595726254">https://twitter.com/tsarnick/status/1768021821595726254</a> [https://www.harvey.ai] (https://www.harvey.ai) <a href= "https://www.abridge.com">https://www.abridge.com</a> [https://www.taxgpt.com] (https://www.taxgpt.com) [https://sierra.ai] (https://sierra.ai) <a href= "https://twitter.com/cognition_labs/status/1767548763134964000">https://twitter.com/cognition_labs/status/1767548763134964000</a> <a href= "https://twitter.com/heyBarsee/status/1767934812315062646">https://twitter.com/heyBarsee/status/1767934812315062646</a> <a href= "https://sourcegraph.com/cody">https://sourcegraph.com/cody</a> <a href= "https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas"> https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas</a> <a href= "https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years"> https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years</a> <a href= "https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote"> https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote</a> <a href= "https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800"> https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800</a> <a href= "https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate"> https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate</a> <a href= "https://twitter.com/rabois/status/1768107160662421772">https://twitter.com/rabois/status/1768107160662421772</a> <a href= "https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3"> https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3</a> <a href= "https://time.com/6900348/tiktok-ban-donald-trump-congress">https://time.com/6900348/tiktok-ban-donald-trump-congress</a> <a href= "https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote"> https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote</a> <a href= "https://www.congress.gov/bill/118th-congress/house-bill/7521/text"> https://www.congress.gov/bill/118th-congress/house-bill/7521/text</a> <a href= "https://en.wikipedia.org/wiki/United_States_foreign_adversaries">https://en.wikipedia.org/wiki/United_States_foreign_adversaries</a> <a href= "https://twitter.com/davidfrum/status/1753878721163882676">https://twitter.com/davidfrum/status/1753878721163882676</a> <a href= "https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html"> https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html</a> <a href= "https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html"> https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html</a> <a href= "https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html"> https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html</a> <a href= "https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat"> https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat</a> <a href= "https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it"> https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it</a> <a href= "https://twitter.com/Teslaconomics/status/1768395010507182252">https://twitter.com/Teslaconomics/status/1768395010507182252</a> <a href= "https://twitter.com/SpaceX/status/1768267464062943676">https://twitter.com/SpaceX/status/1768267464062943676</a> <a href= "https://twitter.com/Andercot/status/1768328460622299424">https://twitter.com/Andercot/status/1768328460622299424</a> ... Read more

15 Mar 2024

1 HR 38 MINS

1:38:12

15 Mar 2024


#183

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics

(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with Sunny Madra! (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream 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: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com"> https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com</a> <a href= "https://openai.com/our-structure">https://openai.com/our-structure</a> <a href= "https://openai.com/blog/openai-elon-musk">https://openai.com/blog/openai-elon-musk</a> <a href= "https://twitter.com/vkhosla/status/1765424996548333997">https://twitter.com/vkhosla/status/1765424996548333997</a> <a href= "https://twitter.com/pmarca/status/1764039155154399490">https://twitter.com/pmarca/status/1764039155154399490</a> <a href= "https://twitter.com/elonmusk/status/1765415187161464972">https://twitter.com/elonmusk/status/1765415187161464972</a> <a href= "https://twitter.com/elonmusk/status/1765387202953937224">https://twitter.com/elonmusk/status/1765387202953937224</a> <a href= "https://companiesmarketcap.com">https://companiesmarketcap.com</a> <a href= "https://www.berkshirehathaway.com/letters/2023ltr.pdf">https://www.berkshirehathaway.com/letters/2023ltr.pdf</a> <a href= "https://twitter.com/KevinAFischer/status/1764892031233765421">https://twitter.com/KevinAFischer/status/1764892031233765421</a> <a href= "https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html"> https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html</a> <a href= "https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account"> https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account</a> <a href= "https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04"> https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04</a> <a href= "https://www.berkshirehathaway.com/letters/letters.html">https://www.berkshirehathaway.com/letters/letters.html</a> <a href= "https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries"> https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries</a> <a href= "https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05"> https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05</a> <a href= "https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf"> https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf</a> <a href= "https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16"> https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16</a> <a href= "https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html"> https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html</a> <a href= "https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911"> https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911</a> <a href= "https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html"> https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html</a> <a href= "https://twitter.com/jawwwn_/status/1732888357980536924">https://twitter.com/jawwwn_/status/1732888357980536924</a> <a href= "https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp">https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp</a> <a href= "https://time.com/6846934/bitcoin-all-time-high-price-holdings">https://time.com/6846934/bitcoin-all-time-high-price-holdings</a> <a href= "https://www.google.com/finance/quote/BTC-USD">https://www.google.com/finance/quote/BTC-USD</a> <a href= "https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9"> https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9</a> <a href= "https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving"> https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving</a> <a href= "https://www.nejm.org/doi/full/10.1056/NEJMoa2309822">https://www.nejm.org/doi/full/10.1056/NEJMoa2309822</a> <a href= "https://www.sciencedirect.com/science/article/pii/S016041202200099X"> https://www.sciencedirect.com/science/article/pii/S016041202200099X</a> ... Read more

08 Mar 2024

1 HR 34 MINS

1:34:00

08 Mar 2024


#182

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should care about (5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more (29:17) How bloated HR departments slow down companies (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data? (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups (1:13:06) Reddit S-1 breakdown (1:22:52) The Apple Car is dead: Apple cancels Project Titan 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: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://www.google.com/finance/quote/GOOG:NASDAQ">https://www.google.com/finance/quote/GOOG:NASDAQ</a> <a href= "https://twitter.com/PirateWires/status/1762842476744708171">https://twitter.com/PirateWires/status/1762842476744708171</a> <a href= "https://twitter.com/lulumeservey/status/1762864255437516932">https://twitter.com/lulumeservey/status/1762864255437516932</a> <a href= "https://x.com/pmarca/status/1762532979317043515">https://x.com/pmarca/status/1762532979317043515</a> <a href= "https://twitter.com/shellenberger/status/1762900581134557636">https://twitter.com/shellenberger/status/1762900581134557636</a> <a href= "https://twitter.com/shaunmmaguire/status/1760885099984261564">https://twitter.com/shaunmmaguire/status/1760885099984261564</a> <a href= "https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22"> https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22</a> <a href= "https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini"> https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini</a> <a href= "https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm"> https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm</a> <a href= "https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf"> https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf</a> <a href= "https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month"> https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month</a> <a href= "https://www.google.com/finance/quote/TLPFY:OTCMKTS">https://www.google.com/finance/quote/TLPFY:OTCMKTS</a> <a href= "https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language"> https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language</a> <a href= "https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html"> https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html</a> <a href= "https://twitter.com/balajis/status/1763067849218850939">https://twitter.com/balajis/status/1763067849218850939</a> <a href= "https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2"> https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2</a> <a href= "https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai"> https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai</a> ... Read more

01 Mar 2024

1 HR 26 MINS

1:26:52

01 Mar 2024


#181

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks 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: [https://rb.gy/tppkzl] (https://rb.gy/tppkzl) <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://www.google.com/finance/quote/NVDA:NASDAQ">https://www.google.com/finance/quote/NVDA:NASDAQ</a> <a href= "https://twitter.com/KobeissiLetter/status/1760680756689748478">https://twitter.com/KobeissiLetter/status/1760680756689748478</a> <a href= "https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024"> https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024</a> <a href= "https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market"> https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market</a> <a href= "https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D"> https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D</a> <a href= "https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1"> https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1</a> <a href= "https://twitter.com/JayScambler/status/1759372542530261154">https://twitter.com/JayScambler/status/1759372542530261154</a> <a href= "https://twitter.com/chamath/status/1760343973632291212">https://twitter.com/chamath/status/1760343973632291212</a> [https://x.ai] (https://x.ai) <a href= "https://twitter.com/TheTranscript_/status/1760436281438314545">https://twitter.com/TheTranscript_/status/1760436281438314545</a> <a href= "https://artificialanalysis.ai">https://artificialanalysis.ai</a> <a href= "https://www.contraline.com/product">https://www.contraline.com/product</a> <a href= "https://www.cafexapp.com/commercial">https://www.cafexapp.com/commercial</a> <a href= "https://blog.google/technology/ai/google-gemini-ai">https://blog.google/technology/ai/google-gemini-ai</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://workspace.google.com/blog/product-announcements/gemini-for-google-workspace"> https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace</a> <a href= "https://twitter.com/benthompson/status/1760452419627233610">https://twitter.com/benthompson/status/1760452419627233610</a> <a href= "https://twitter.com/Patworx/status/1760189582870536408">https://twitter.com/Patworx/status/1760189582870536408</a> <a href= "https://twitter.com/micsolana/status/1760163801893339565">https://twitter.com/micsolana/status/1760163801893339565</a> <a href= "https://ai.google/responsibility/principles">https://ai.google/responsibility/principles</a> <a href= "https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback"> https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback</a> <a href= "https://twitter.com/Jason/status/1760780139476992062">https://twitter.com/Jason/status/1760780139476992062</a> <a href= "https://twitter.com/paulg/status/1760416051181793361">https://twitter.com/paulg/status/1760416051181793361</a> <a href= "https://twitter.com/chamath/status/1760729719094563019">https://twitter.com/chamath/status/1760729719094563019</a> <a href= "https://twitter.com/Jason/status/1760780139476992062">https://twitter.com/Jason/status/1760780139476992062</a> ... Read more

23 Feb 2024

1 HR 20 MINS

1:20:27

23 Feb 2024