All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC
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- Technology
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Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
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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 -
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:
https://twitter.com/sama
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://twitter.com/EconomyApp/status/1622029832099082241
https://sacra.com/c/openai
https://twitter.com/tim_cook/status/1787864325258162239
https://openai.com/index/introducing-the-model-spec
https://twitter.com/SabriSun_Miller/status/1788298123434938738
https://www.archives.gov/founding-docs/bill-of-rights-transcript
https://twitter.com/ClayTravis/status/1788312545754825091
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.youtube.com/watch?v=snbTCWL6rxo
https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html
https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036
https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model -
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:
https://twitter.com/sherylsandberg
Watch Screams Before Silence:
https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
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://twitter.com/fakechamath
https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1
https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html
https://news.un.org/en/story/2024/03/1147477
https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/
https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html
https://github.com/Profluent-AI/OpenCRISPR -
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:
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://ai.meta.com/blog/meta-llama-3
https://huggingface.co/meta-llama/Meta-Llama-3-8B
https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem
https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3
https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html
https://www.youtube.com/watch?v=kiMTRQXBol0
https://twitter.com/AravSrinivas/status/1781099224169320500
https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge
https://twitter.com/lauramaywendel/status/1782040453266710551
https://twitter.com/naveengrao/status/1781491370114633816
https://twitter.com/winglian/status/1783456379199484367
https://www.meta.ai
https://twitter.com/chamath/status/1780302197772952049
https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out
https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21
https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand
https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01
https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d
https://www.google.com/finance/quote/TSLA:NASDAQ
https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html
https://www.tesla.com/blog/master-plan-part-deux
https://twitter.com/chamath/status/1776663647735218491
https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf
https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html
https://palmetto.com
https://www.youtube.com/watch?v=pja_n8ThDsU
https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit
https://twitter.com/DavidSacks/status/1777496946263134414
https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html
https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements
https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes
https://www.techemails.com/p/steve-jobs-emails-adobes-ceo
https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android
https://www.youtube.com/watch?v=CWOt9Cjq2mw
https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package
https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150
https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html
https://www.theinformation.com/articl -
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:
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://twitter.com/NoTechApartheid/status/1780278895058518468
https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html
https://www.notechforapartheid.com
https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract
https://twitter.com/CollinRugg/status/1779914595156808045
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.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f
https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html
https://www.youtube.com/watch?v=3-APSXZy9UI
https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html
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/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.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html
https://twitter.com/JustStop_Oil/status/1580883249228046336
https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia
https://www.npr.org/about-npr/178659563/our-mission-and-vision
https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust
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://twitter.com/realchrisrufo
https://twitter.com/wokal_distance/status/1780695504210567335
https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass
https://humane.com
https://www.youtube.com/watch?v=TitZV6k8zfA
https://www.youtube.com/watch?v=6xWXRk3yaSw
https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036
https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM
https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924
https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8
https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal
https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports
https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue
https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work
https://www.youtube.com/watch?v=U2huVf1l4UE -
E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more
Register for the All-In Summit: https://summit.allinpodcast.co
(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:
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://summit.allinpodcast.co
https://youtu.be/FgUKIRnxrxw
https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr
https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php
https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html
https://www.investing.com/economic-calendar/core-cpi-736
https://www.investing.com/economic-calendar/cpi-733
https://twitter.com/LHSummers/status/1778093870271664291
https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e
https://twitter.com/LHSummers/status/1762607548828360798
https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula
https://twitter.com/chamath/status/1778098007625572487
https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship
https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html
https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html
https://twitter.com/unusual_whales/status/1778479545613439455
https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html
https://fred.stlouisfed.org/series/FEDFUNDS
https://twitter.com/chamath/status/1777017715846455470/photo/1
https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies
https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf
https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html
https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google
https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story
https://www.youtube.com/watch?v=xG1vOxwgqJw
https://twitter.com/sambendett/status/1774074927437475862
https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19
https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12
https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html
https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480
https://www.saildrone.com
https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups
https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country
https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves
https://www.allencontrolsystems.com
https://www.allencontrolsystems.com/bullfrog
Customer Reviews
Best quality content
This is such an amazing show and highly highly recommended!! My fav hosts are as below 1. David Friedberg 2.David Sacks- both the David’s are top class on their content, opinions and very relatable. 3.J.Cal- definitely bestest moderator 4. Chamath- I love Chamath and his depth, but my only issue is he comes out little arrogant. One general feedback is, please cover outside of America stories as well, you all are so very very American focused.
One of the best podcasts encompassing tech and society
Hands down one of the best podcasts I’ve ever heard
Love it!
Love this podcast!