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

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Transcript of Elon Musk | All-In Summit 2024

(0:00) Announcement from Friedberg (0:24) Besties intro Elon Musk! (1:23) The Battle of Free Speech (10:24) Potential government efficiency agency (27:45) SpaceX updates, overreaching regulations (36:10) Thoughts on Boeing's culture (38:27) The 80/20 AI Future (54:03) Elon and Jason share unaired SNL skits Follow Elon: https://x.com/elonmusk Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

  • 01:04:16
  • 3.5K views
  • Published about 1 year ago

Transcript of In conversation with Mark Cuban

(0:00) The Besties intro Mark Cuban: Voting record, working with Ross Perot's campaign in 1992 (5:43) The history of Cuban's love/hate relationship with Trump (19:08) Trump's performance as President: what he got right and wrong (40:46) Party nominations: Kamala vs. Trump (49:18) Biden's performance as President: what he got right and wrong (55:45) Should Kamala share blame for Biden's failures? (1:07:01) International conflict, national debt, crypto regulation (1:21:33) General sense of Kamala Harris, why she's been avoiding adversarial interviews, why Sacks supports Trump (1:31:47) Selling a majority of his Mavericks stake, changing business landscape of the NBA, what he's working on at Cost Plus Drugs (1:44:50) Thoughts on AI, what's next for him (1:51:37) Relationship with Elon, re-evaluating the Twitter deal, OpenAI's new fundraise Follow Mark: https://x.com/mcuban Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.eia.gov/dnav/pet/hist/LeafHandler.ashx?n=pet&s=mcrfpus2&f=m https://fred.stlouisfed.org/series/GFDEBTN https://www.architecturaldigest.com/story/wait-are-windowless-bedrooms-going-to-be-a-thing https://washingtonreporter.news/editorial/scoop-kamala-harris-likely-to-nominate-gary-gensler-as-treasury-secretary-if-elected-senate-sources

  • 02:06:27
  • 1.9K views
  • Published about 1 year ago

Transcript of John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

(0:00) Announcement from Friedberg! (0:21) Sacks intros John Mearsheimer and Jeffrey Sachs (1:32) What is the Deep State Party, and what are their goals? (13:56) Should America leverage its power against dictators? (22:07) The China threat: avoiding the escalatory path to nuclear war (36:08) India's growing role; are China's wounds self-inflicted? (47:07) Conflict in the Middle East and the path to peace Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

  • 54:26
  • 2K views
  • Published about 1 year ago

Transcript of OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

(0:00) Bestie intros: In Memoriam (6:43) OpenAI's $150B valuation: bull and bear cases (24:46) Will AI hurt or help SaaS incumbents? (40:41) Implications from OpenAI's for-profit conversion (49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI? (1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up (1:20:55) Risk of nuclear war increasing Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/ https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company https://x.com/chiefaioffice https://openai.com/our-structure https://x.com/unusual_whales/status/1658664383717978112 https://x.com/elonmusk/status/1839121268521492975 https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399 https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393 https://layoffs.fyi https://educationdata.org/college-enrollment-statistics https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees

  • 01:35:48
  • 1.6K views
  • Published about 1 year ago

Transcript of Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

(0:00) Bestie intros + All-In Summit recap (6:50) Fed cuts 50 bps: Economic tailwind, scary signal, or both? (17:35) AI is coming for call centers; how agent training works (33:41) US government wasting $50B for rural internet and EV charging stations (47:10) Reflecting on some rough years in VC: is the model broken? (1:07:18) Reacting to the first Trump/Kamala debate, what factors will make each candidate can win or lose the race Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.cnn.com/2024/09/19/investing/stocks-fed-rate-cut/index.html https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-09-05-2024/card/say-goodbye-to-the-inverted-yield-curve--snsL80qp8JX9UvaMCvVc https://mearsheimer.ai https://seekingalpha.com/news/4144652-klarna-shuts-down-salesforce-as-service-provider-workday-to-meet-same-fate-amid-ai-initiatives https://x.com/brendancarrfcc/status/1836079197967532497 https://reason.com/2024/05/30/7-5-billion-in-government-cash-only-built-8-e-v-chargers-in-2-5-years https://www.cnbc.com/2024/09/17/spacexs-starlink-has-2500-aircraft-under-contract.html https://www.bloomberg.com/news/articles/2024-01-31/the-us-installed-more-than-1-000-ev-charging-stations-since-summer https://x.com/brendancarrfcc/status/1836435062994121053 https://x.com/brendancarrfcc/status/1834009499931463705 https://x.com/molson_hart/status/1835650978906857948 https://x.com/danprimack/status/1824506087116058665 https://x.com/Jason/status/1768073854545449228 https://chamath.substack.com/p/2023-annual-letter https://x.com/Jason/status/1836820167449326063 https://www.axios.com/2024/04/03/us-global-venture-capital-q1 https://www.wsj.com/articles/university-endowments-mint-billions-in-golden-era-of-venture-capital-11632907802 https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://x.com/GrageDustin/status/1836178999178866766 https://www.snopes.com/fact-check/trump-very-fine-people https://x.com/EndWokeness/status/1836516153893519867

  • 01:24:49
  • 1.1K views
  • Published about 1 year ago

Transcript of "Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

(0:00) Bestie intros! Jason goes "Founder Mode" (1:03) All-In Summit lineup announcement (9:01) Understanding "Founder Mode" (32:52) Bolt is back in the news as Ryan Breslow goes "Founder Mode" (52:28) Tech's Section 230 protections might be in danger after new ruling (1:08:45) DOJ charges two Russians with infiltrating US media company (1:22:42) Kamala's economic pivot Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://paulgraham.com/foundermode.html https://x.com/chamath/status/1831003871344501069 https://www.google.com/finance/quote/PANW:NASDAQ https://a16z.com/on-micromanagement https://www.amazon.com/gp/product/0679762884 https://www.google.com/finance/quote/ABNB:NASDAQ https://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756 https://techcrunch.com/2022/01/14/online-checkout-bolt-decacorn https://www.businessinsider.com/bolt-ceo-calls-stripe-ycombinator-mob-bosses-twitter-silicon-valley-2022-1 https://www.paymentsdive.com/news/bolt-ceo-ryan-breslow-steps-down/618058 https://www.nytimes.com/2022/05/10/business/bolt-start-up-ryan-breslow-investors.html https://techcrunch.com/2023/07/21/bolt-ex-ceo-ryan-breslow-subject-of-sec-probe https://techcrunch.com/2023/10/06/bolt-ceo-discusses-moving-on-after-sec-probe https://www.theinformation.com/articles/bolt-once-worth-11-billion-slashes-price-97-in-buyback?rc=pxkrxo https://www.axios.com/2024/08/22/bolt-investors-baffled https://x.com/MikeSacksEsq/status/1828795866590896599 https://www.bloomberg.com/news/features/2022-11-30/is-tiktok-responsible-if-kids-diedoing-dangerous-viral-challenges https://www.youtube.com/watch?v=0JTcxIVlQfU https://x.com/elonmusk/status/1830440852411326782 https://www.justice.gov/opa/pr/two-rt-employees-indicted-covertly-funding-and-directing-us-company-published-thousands https://www.justice.gov/opa/media/1366266/dl https://www.axios.com/2024/09/05/putin-harris-trump-2024-election-russia-interference https://www.cnn.com/2020/07/30/tech/2020-election-russia-disinformation/index.html https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://www.liberalpatriot.com/p/the-rise-of-vince-lombardi-democrats

  • 01:35:48
  • 620 views
  • Published about 1 year ago

Transcript of Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

(0:00) Bestie intros! (1:59) Labor department revises down nonfarm payrolls by 818K (15:02) MIT publishes data from first incoming class post race-based admissions ban (36:16) Decision 2024: State of the race, Polls vs prediction markets (52:33) Tale of two tickets: Private sector vs. Public sector (1:05:19) Kamala Harris supports Biden's tax plans, including a 25% wealth tax on those with more than $100M in assets Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2024/08/21/nonfarm-payroll-growth-revised-down-by-818000-labor-department-says.html https://x.com/RealEJAntoni/status/1826290040374243821 https://x.com/DavidSacks/status/1664788807059660800 https://www.statista.com/statistics/269959/employment-in-the-united-states https://fred.stlouisfed.org/series/FEDFUNDS https://polymarket.com/event/fed-interest-rates-september-2024?tid=1724345228774 https://x.com/chamath/status/1826360792351957141 https://www.nytimes.com/2018/06/15/us/harvard-asian-enrollment-applicants.html https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://x.com/Polymarket/status/1826469365069271419 https://blockworks.co/news/polymarket-july-all-time-high-trading-volumes https://www.semafor.com/article/08/19/2024/harris-camp-signals-it-backs-biden-bid-to-raise-taxes-on-wealthy-corporations https://www.wsj.com/livecoverage/dnc-election-2024-harris-walz/card/harris-backs-tax-increases-proposed-by-biden-pkuLeYl6f1kXrhN4kWgQ https://www.crfb.org/blogs/kamala-harris-agenda-lower-costs-american-families https://home.treasury.gov/system/files/131/General-Explanations-FY2024.pdf

  • 01:31:42
  • 1.6K views
  • Published about 1 year ago

Transcript of Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

(0:00) Bestie intros: Jason gets a dish named after him! (5:27) DOJ considers breaking up Google after last week's antitrust ruling (28:10) Starbucks replaces CEO with Chipotle chief (45:37) Work culture, WFH's damage to informal mentorship (59:20) Election update: Harris flips the polls despite unclear policy; reports of price control focus (1:21:27) Boeing's Starliner disaster strands two astronauts in space (1:33:54) Russia/Ukraine update: Ukraine wins land in Kursk, Nordstream report Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://x.com/harry_schuh/status/1822030518038491400 https://www.bloomberg.com/news/articles/2024-08-13/doj-considers-seeking-google-goog-breakup-after-major-antitrust-win https://www.wsj.com/business/starbucks-replaces-ceo-as-activist-investors-push-for-changes-43c33bff https://s203.q4cdn.com/326826266/files/doc_financials/2024/q3/Q3-FY24-Earnings-at-a-Glance.pdf https://fortune.com/2024/08/13/starbucks-shares-jump-20-after-company-poaches-chipotle-ceo-brian-niccol-chipotle-falls-9 https://www.cafexapp.com https://www.google.com/finance/quote/CMG:NYSE https://www.wsj.com/articles/low-wage-workers-climb-the-earnings-ladder-20acd8af https://www.youtube.com/watch?v=mzLCpmRad5o https://finance.yahoo.com/news/nearly-half-dell-full-time-215348261.html https://x.com/Jason/status/1823826884112867609 https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://x.com/JStein_WaPo/status/1823913395986305342 https://www.npr.org/2024/08/08/nx-s1-5068668/vance-walz-stolen-valor-military-record https://abcnews.go.com/Politics/walzs-military-record-vances-accusations-stolen-valor/story?id=112618991 https://www.washingtonpost.com/business/2024/08/15/kamala-harris-economic-policy-2024 https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries https://en.wikipedia.org/wiki/Whip_Inflation_Now https://www.google.com/finance/quote/WMT:NYSE https://www.wsj.com/politics/elections/kamala-harriss-economic-team-and-agenda-start-to-take-shape-7682e539 https://time.com/7009317/reintroduction-of-kamala-harris https://x.com/TIME/status/1822951410956218385 https://www.axios.com/2024/08/11/kamala-harris-trump-taxes-tips-service-workers https://www.bloomberg.com/news/articles/2024-08-15/harris-will-propose-price-gouging-ban-on-food-and-groceries https://www.socialcapital.com/ideas/2019-annual-letter https://www.google.com/finance/quote/BA:NYSE https://www.azquotes.com/quote/1413855 https://www.washingtonpost.com/business/2024/07/26/boeing-starliner-astronauts-stuck-orbit-space-station https://spacenews.com/41891nasa-selects-boeing-and-spacex-for-commercial-crew-contracts https://newatlas.com/space/first-manned-crew-dragon-flight-date https://qph.cf2.quoracdn.net/main-qimg-26d9f1dddb4d24469b593b28f40d277b-lq https://spaceflightnow.com/2016/08/02/boeing-nears-fix-for-cst-100-starliner-design-hitch https://spacenews.com/crewed-starliner-test-flight-could-slip-to-2019 https://spaceflightnow.com/2020/02/28/boeing-says-thorough-testing-would-have-caught-starliner-software-problems https://spaceflightnow.com/2021/08/19/boeings-starliner-spacecraft-returns-to-processing-facility-for-valve-work https://www.boeing.com/space/starliner/launch/archive.html https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch https://boeing.mediaroom.com/2024-06-05-Boeing-Starliner-Spacecraft-Completes-Successful-Launch https://www.washingtonpost.com/world/2022/09/27/nord-stream-gas-pipelines-damage-russia https://www.wsj.com/world/europe/nord-stream-pipeline-explosion-real-story-da24839c https://www.washingtonpost.com/national-security/2023/04/03/nord-stream-bombing-yacht-andromeda https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream https://www.youtube.com/watch?v=OS4O8rGRLf8 https://www.youtube.com/watch?v=ild-PsPD_Uw

  • 01:46:01
  • 500 views
  • Published about 1 year ago

Transcript of Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

(0:00) Bestie intros: Jason is back from COVID! (3:55) Yen carry trade unravels, Japan's unique economic issues (27:22) Recession odds growing, is the US already in a "lowkey recession"? (45:46) Why Buffett is selling Apple and massively increasing Berkshire's cash position (55:54) Major antitrust ruling against Google, predicting outcomes (1:22:41) Kamala picks Minnesota Governor Tim Walz as her running mate Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.wsj.com/health/wellness/covid-guidelines-2024-cdc-symptoms-contagious-cdefb6b8 https://tradingeconomics.com/japan/interest-rate https://pebblewriter.com/the-yen-carry-trade-explained https://www.statista.com/statistics/604424/median-age-of-the-population-in-japan https://www.reuters.com/markets/asia/japans-nov-core-consumer-inflation-hits-fresh-40-year-high-2022-12-22 https://x.com/GoldmanSachs/status/1793998451291615316 https://www.wsj.com/economy/central-banking/boj-wont-raise-rates-when-markets-are-unstable-deputy-gov-says-6f4bf962 https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html https://www.wsj.com/finance/the-u-s-government-will-soon-spend-more-on-interest-payments-than-defense-ee6fbeec https://www.nytimes.com/2024/07/10/business/archegos-bill-hwang-guilty.html https://www.bloomberg.com/news/articles/2024-08-08/jpmorgan-says-three-quarters-of-global-carry-trades-now-unwound https://www.cnbc.com/2024/08/02/job-growth-totals-114000-in-july-much-less-than-expected-as-unemployment-rate-rises-to-4point3percent.html https://fred.stlouisfed.org/series/UNRATE https://polymarket.com/event/how-many-fed-rate-cuts-this-year https://www.google.com/finance/quote/.DJI:INDEXDJX https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/.IXIC:INDEXNASDAQ https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-08-07-2024/card/airbnb-stock-slides-after-rental-company-warns-of-slowing-u-s-demand-inf2c6emjcl5KI7KmkfR https://www.google.com/finance/quote/ABNB:NASDAQ https://x.com/RealEJAntoni/status/1799085407394845087 https://www.forbes.com/sites/gurufocus/2024/02/15/warren-buffett-bolsters-chevron-stake-revealing-key-q4-moves https://www.google.com/finance/quote/AAPL:NASDAQ https://www.ft.com/content/2aa3b542-d4e4-4afb-8d81-89bb734d7b17 https://www.documentcloud.org/documents/25032786-googleruling https://x.com/Jason/status/1820823406503157764 https://x.com/chamath/status/1817893425137508474 https://www.vox.com/2018/10/31/18039528/tech-employees-politics-liberal-employers-candidates https://www.natesilver.net/p/tim-walz-is-a-minnesota-nice-choice https://x.com/NickFondacaro/status/1820840411335737852 https://x.com/KamalaHQ/status/1820918063966962143 https://amp.cnn.com/cnn/2024/08/06/politics/tim-walz-inside-harris-vp-pick https://www.nytimes.com/2024/08/07/us/politics/vance-walz-military-record.html https://x.com/PokerGO/status/1818836856890704291

  • 01:44:28
  • 1.4K views
  • Published about 1 year ago

Transcript of Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

(0:00) Bestie intros! (0:38) Election update: Dems energize around Kamala, policy questions remain (19:33) Trump's NABJ interview: smart or risky? (33:07) Markets expect rate cut in September, but are we already in a recession? (40:58) AI buildout causing short-term volatility (45:46) Assassination of Hamas leader Ismail Haniyeh: are we inching closer to war in the Middle East? (1:06:17) Bill Ackman withdraws Pershing Square USA IPO Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.natesilver.net/p/nate-silver-2024-president-election-polls-model https://www.foxnews.com/politics/harris-boycotts-netanyahu-snubs-israeli-leaders-wartime-address-give-sorority-speech https://nypost.com/2024/07/24/us-news/media-change-tune-on-calling-kamala-harris-border-czar-despite-giving-her-the-title https://x.com/jeffstorobinsky/status/1818722254542590012 https://apnews.com/business/inflation-general-news-31d83873be23c658d66526745482d572 https://x.com/grdecter/status/1819362069797654784 https://www.wsj.com/economy/consumers/inflation-interest-rates-wealth-loans-51d4276e https://www.foxbusiness.com/economy/initial-us-employment-reports-overstated-jobs https://www.foxbusiness.com/personal-finance/q1-gdp-slows-inflation-dips https://finance.yahoo.com/news/amd-stock-jumps-after-earnings-beat-driven-by-ai-chip-sales-202456320.html https://www.cnbc.com/2024/07/31/nvidia-stock-up-after-microsoft-amd-quell-fears-ai-buildout-too-fast.html https://www.ft.com/content/bad6ca0b-82fb-4ddb-b6b8-bd09dacd47ae https://www.google.com/finance/quote/NVDA:NASDAQ https://www.google.com/finance/quote/META:NASDAQ https://www.nytimes.com/2024/08/01/world/middleeast/how-hamas-leader-haniyeh-killed-iran-bomb.html https://archive.nytimes.com/www.nytimes.com/interactive/2012/06/01/world/middleeast/how-a-secret-cyberwar-program-worked.html?hp https://www.wsj.com/finance/investing/bill-ackman-pulls-investment-fund-ipo-after-shrinking-its-size-85ba1a17

  • 01:19:09
  • 1K views
  • Published about 1 year ago

Transcript of Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

(0:00) Bestie intros: Nostracanis appears! (3:50) Wiz turns down Google's $23B offer, intends to IPO (13:30) CrowdStrike's rough week (17:51) Market update: Mag 7 sell-off? (22:47) Sam Altman's UBI study was a mixed bag (42:02) Succession IRL: Rupert Murdoch's children are in a legal battle over the future of his media empire (48:35) Biden out, Kamala in: Hot swap complete, speed-run primary subverted (1:03:08) Antisemitism rising, Josh Shapiro as a VP candidate (1:08:37) Sacks responds to smear campaign (1:26:46) Science Corner: China's nuclear buildout Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2024/07/23/google-wiz-deal-dead.html https://cloudedjudgement.substack.com/p/clouded-judgement-71924-big-tech https://www.cnbc.com/2024/07/12/snowflake-shares-slip-after-att-says-hackers-accessed-data.html https://arstechnica.com/information-technology/2024/07/crowdstrike-blames-testing-bugs-for-security-update-that-took-down-8-5m-windows-pcs https://www.crowdstrike.com/blog/falcon-update-for-windows-hosts-technical-details https://www.cnn.com/2024/07/23/business/delta-flight-cancellations/index.html https://www.google.com/finance/quote/CRWD:NASDAQ https://www.google.com/finance/quote/SPY:NYSEARCA https://www.google.com/finance/quote/TSLA:NASDAQ https://www.cnbc.com/2024/07/23/alphabet-set-to-report-q2-earnings-results-after-the-bell.html https://www.google.com/finance/quote/VIX:INDEXCBOE https://public.websites.umich.edu/~mille/ORUS_Health.pdf https://www.nytimes.com/2024/07/24/business/media/rupert-murdoch-succession-fox.html https://apnews.com/article/fox-news-dominion-lawsuit-trial-trump-2020-0ac71f75acfacc52ea80b3e747fb0afe https://www.nytimes.com/interactive/2024/07/22/us/politics/kamala-harris-democrats-endorsement-list.html https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination https://thehill.com/homenews/campaign/4790684-kamala-harris-polls-donald-trump-wisconsin https://www.nytimes.com/2024/07/05/us/politics/biden-interview-stephanopoulos-abc.html https://www.politico.com/news/2024/07/03/biden-no-ones-pushing-me-out-00166497 https://www.axios.com/2024/07/23/inside-harris-sprint-democratic-nomination https://www.politico.com/news/2024/07/21/why-biden-dropped-out-00170106 https://apnews.com/article/biden-election-trump-democrats-329071c25dfaaae583b5f06184586267 https://x.com/JoeBiden/status/1815080881981190320 https://x.com/paulg/status/1816334112086712830 https://x.com/paulg/status/1771640321446683060 https://www.sec.gov/files/litigation/admin/2017/33-10429.pdf https://x.com/mwseibel/status/1816542692727488784

  • 01:39:25
  • 540 views
  • Published about 1 year ago

Transcript of Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

(0:00) Bestie intros: Live from the RNC! (1:34) Reacting to the assassination attempt against President Trump (12:52) Impact of charged rhetoric (21:15) Secret Service's massive failure; institutional decay (37:02) Inside the RNC: Sacks breaks down his speech (41:16) Trump picks JD Vance as his running mate (58:52) All-In Summit scholarship applications are LIVE! (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B Apply for the All-In Summit: https://summit.allinpodcast.co Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Sacks RNC speech: https://www.youtube.com/watch?v=rLArznk0Ns4 Jason's links (16:34): https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it Referenced in the show: https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474 https://x.com/TeslaVee/status/1813785645472690479 https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html https://x.com/DylanByers/status/1811855698566975936 https://x.com/newrepublic/status/1810009748697448541 https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee https://www.youtube.com/watch?v=pot7R0Affjs https://x.com/cb_doge/status/1813289249288134660 https://x.com/mualphaxi/status/1812579998735491327 https://x.com/DavidSacks/status/1813270784942494110 https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service https://x.com/yashar/status/1813757637584134615 https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html https://x.com/VivekGRamaswamy/status/1812929198433964249 https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007 https://x.com/RitaPanahi/status/1813790835332595863 https://x.com/RWTNews/status/1813779819697725669 https://www.youtube.com/watch?v=h4FnpoNU8AI https://www.youtube.com/watch?v=Xejs4gGUpjE https://www.axios.com/2024/07/15/sequoia-capital-stripe https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats https://www.youtube.com/watch?v=XJP2zlH2nt8 https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting

  • 01:15:56
  • 600 views
  • Published about 1 year ago

Transcript of Hot Swap growing, donors revolt, President Kamala? SCOTUS breakdown: Immunity, Chevron, Censorship

(0:00) Bestie Intros! (5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee? (26:22) Cognitive decline coverup, Bestie strategy for Dems (34:38) SCOTUS clarifies social media moderation (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies (1:00:03) SCOTUS to hear case on restricting online porn in Texas (1:05:27) SCOTUS rules in favor of President Trump in immunity case Join/host a meetup: https://app.getriver.io/all-in Apply for All-In Summit: https://summit.allinpodcast.co Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014 https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434 https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know https://x.com/TheKevinDalton/status/1806669560852218045 https://x.com/0rf/status/1807620571934478683 https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268 https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02 https://x.com/noalpha_allbeta/status/1808265251202167183 https://x.com/ewarren/status/1808241509738631388 https://www.axios.com/2019/06/01/supreme-court-justices-ideology https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188 https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825 https://x.com/unusual_whales/status/1808558981457326368

  • 01:23:05
  • 670 views
  • Published over 1 year ago

Transcript of Presidential Debate Reaction, Biden Hot Swap?, Tech unemployment, OpenAI considers for-profit & more

(0:00) Bestie intros! (1:54) Debate recap and analysis: Hot swap incoming? (16:53) Subverting democracy, power grab, Democratic party shakeup (36:43) Why tech job postings are down significantly from pre-COVID levels (42:43) OpenAI considering for-profit conversion (54:11) The problem with safety-focused AI startups (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811 https://youtu.be/R6hJh-OwoZw https://x.com/KellyO/status/1806505436457189594 https://x.com/WesternLensman/status/1806660589315658003 https://x.com/stoolpresidente/status/1806496453545586779 https://fred.stlouisfed.org/series/IHLIDXUSTPSOFTDEVE https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab https://www.youtube.com/watch?v=YMnkqY98Cyo https://x.com/benioff/status/1805664701298491623 https://www.youtube.com/watch?v=CwQMMzoeH9s https://x.com/JoeBiden/status/1806739920255320347

  • 01:21:35
  • 1.5K views
  • Published over 1 year ago

Transcript of In conversation with President Trump

(0:00) Bestie intros: Big house talk! (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) Foreign policy: Ukraine/Russia (25:05) Foreign policy: Israel/Palestine (28:13) Abortion: Stance on a national ban (31:09) Foreign policy: China (32:33) COVID: Origins, Fauci relationship, deep state, bad deals (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent (46:07) JFK Files: Full release, importance of transparency (48:06) Debate prediction (50:15) Post-interview debrief Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://x.com/tyler/status/1803872859938549920 https://x.com/cameron/status/1803876953860247831 https://x.com/LHSummers/status/1802097688269181436 https://x.com/davidsacks/status/179888324567070746

  • 01:20:34
  • 3.1K views
  • Published over 1 year ago

Transcript of 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: https://www.instagram.com/tim.naki Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.instagram.com/tim.naki https://x.com/eoghan/status/1799161733766062545 https://x.com/bennyjohnson/status/1800979079472288145 https://x.com/bennyjohnson/status/1797086962626494840 https://x.com/elonmusk/status/1801084780035154058 https://x.com/jhall/status/1795794521604718814 https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion https://companiesmarketcap.com https://www.youtube.com/watch?v=RXeOiIDNNek https://x.com/chiefaioffice/status/1801022115426009309 https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://fred.stlouisfed.org/series/FEDFUNDS https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024 https://fred.stlouisfed.org/series/CES0500000003 https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html https://fred.stlouisfed.org/series/JTSJOL https://x.com/VinnyLingham/status/1801129023168454907 https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1 https://x.com/jameslavish/status/1801248976911634648 https://x.com/peterfenton/status/1801300735520608529

  • 01:24:47
  • 1.3K views
  • Published over 1 year ago

Transcript of 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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.youtube.com/watch?v=dQQhAg0mfF8 https://x.com/vkhosla/status/1769529054955446533 https://x.com/vkhosla/status/1796293773389127987 https://x.com/shaunmmaguire/status/1796415146077954329 https://x.com/DavidSacks/status/1798100723617698097 https://x.com/SawyerMerritt/status/1798779830521000426 https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a https://companiesmarketcap.com https://www.youtube.com/watch?v=F9cO3-MLHOM https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519 https://www.reddit.com/user/DeepFuckingValue https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4 https://x.com/TheRoaringKitty/status/1789807772542067105 https://www.google.com/finance/quote/GME:NYSE https://www.youtube.com/watch?v=M-VO6dtFRes https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301 https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html https://www.instagram.com/tim.naki/reels https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other https://x.com/leonsimons8/status/1793319395080520036

  • 01:25:25
  • 1.3K views
  • Published over 1 year ago

Transcript of 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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: 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/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://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute 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-to-debar-dr-peter-daszak-president-of-ecohealth-alliance https://x.com/emilyakopp/status/1795482121739354552 https://x.com/R_H_Ebright/status/1795454118594568312 https://www.youtube.com/watch?v=jGxSlW0NrB4 https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390 https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit https://x.com/KatherineEban https://x.com/emilyakopp 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.youtube.com/watch?v=nvQTXAgtA6s https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500 https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict https://www.google.com/finance/quote/DELL:NYSE https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down

  • 01:47:41
  • 1.4K views
  • Published over 1 year ago

Transcript of Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

(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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://x.com/BobbyAllyn/status/1792679435701014908 https://x.com/sama/status/1790075827666796666 https://openai.com/index/how-the-voices-for-chatgpt-were-chosen https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice https://x.com/SydSteyerhart/status/1792981291266138531 https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees https://x.com/sama/status/1791936857594581428 https://x.com/ilyasut/status/1790517455628198322 https://x.com/janleike/status/1790603862132596961 https://x.com/janleike/status/1791498184671605209 https://openai.com/index/openai-announces-leadership-transition https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025 https://www.google.com/finance/quote/INTC:NASDAQ https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022 https://chamath.substack.com/p/2023-annual-letter https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden https://fred.stlouisfed.org/series/CCLACBW027SBOG https://x.com/KariLake/status/1792986501820850333 https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation https://www.google.com/finance/quote/MCD:NYSE https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781 https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x https://pubmed.ncbi.nlm.nih.gov/12708228 https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247 https://pubmed.ncbi.nlm.nih.gov/21524797 https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133 https://www.youtube.com/watch?v=o6yuYkfNh-k https://www.youtube.com/watch?v=EYQjShJxCtM https://www.youtube.com/watch?v=r_4jrMwvZ2A

  • 01:30:05
  • 710 views
  • Published over 1 year ago

Transcript of 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: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm https://x.com/OpenAI/status/1790130703721521305 https://x.com/OpenAI/status/1790089513387143469 https://crfm.stanford.edu/helm/mmlu/v1.3.0/# https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3 https://www.opencompute.org https://glue.ai https://ragie.ai https://ohalo.com https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula https://twitter.com/DavidSacks/status/1378034932006592512 https://www.athenawow.com/jcal https://calacanis.substack.com/p/startup-productivity-in-the-age-of https://blog.google/products/search/generative-ai-google-search-may-2024 https://www.youtube.com/watch?v=XEzRZ35urlk https://finance.yahoo.com/quote/GOOG https://startuptalky.com/apple-failed-products

  • 01:41:13
  • 930 views
  • Published over 1 year ago
Description of 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.