All-In with Chamath, Jason, Sacks & Friedberg All-In Podcast, LLC
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- Technology
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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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:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf
https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets
https://www.google.com/finance/quote/AAPL:NASDAQ
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.macrumors.com/2023/10/11/google-pays-apple-billions-default-search
https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing
https://twitter.com/chamath/status/1769751534940918234
https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks
https://twitter.com/Patworx/status/1760189582870536408
https://www.youtube.com/watch?v=QNv9PRDIhes
https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634
https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23
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/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai
https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding
https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html
https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html
https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532
https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f
https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question
https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient
https://twitter.com/neuralink/status/1770563939413496146 -
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:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
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/RachaelRad/status/1767612555063955891
https://twitter.com/iamtomnash/status/1768135725403226256
https://twitter.com/CollinRugg/status/1752749485070156025
https://futurism.com/video-openai-cto-sora-training-data
https://twitter.com/tsarnick/status/1768021821595726254
https://www.harvey.ai
https://www.abridge.com
https://www.taxgpt.com
https://sierra.ai
https://twitter.com/cognition_labs/status/1767548763134964000
https://twitter.com/heyBarsee/status/1767934812315062646
https://sourcegraph.com/cody
https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas
https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years
https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote
https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800
https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate
https://twitter.com/rabois/status/1768107160662421772
https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3
https://time.com/6900348/tiktok-ban-donald-trump-congress
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.congress.gov/bill/118th-congress/house-bill/7521/text
https://en.wikipedia.org/wiki/United_States_foreign_adversaries
https://twitter.com/davidfrum/status/1753878721163882676
https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html
https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html
https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html
https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat
https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it
https://twitter.com/Teslaconomics/status/1768395010507182252
https://twitter.com/SpaceX/status/1768267464062943676
https://twitter.com/Andercot/status/1768328460622299424 -
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:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
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.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com
https://openai.com/our-structure
https://openai.com/blog/openai-elon-musk
https://twitter.com/vkhosla/status/1765424996548333997
https://twitter.com/pmarca/status/1764039155154399490
https://twitter.com/elonmusk/status/1765415187161464972
https://twitter.com/elonmusk/status/1765387202953937224
https://companiesmarketcap.com
https://www.berkshirehathaway.com/letters/2023ltr.pdf
https://twitter.com/KevinAFischer/status/1764892031233765421
https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html
https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account
https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04
https://www.berkshirehathaway.com/letters/letters.html
https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries
https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05
https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf
https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16
https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html
https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911
https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html
https://twitter.com/jawwwn_/status/1732888357980536924
https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp
https://time.com/6846934/bitcoin-all-time-high-price-holdings
https://www.google.com/finance/quote/BTC-USD
https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9
https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving
https://www.nejm.org/doi/full/10.1056/NEJMoa2309822
https://www.sciencedirect.com/science/article/pii/S016041202200099X -
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:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
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.google.com/finance/quote/GOOG:NASDAQ
https://twitter.com/PirateWires/status/1762842476744708171
https://twitter.com/lulumeservey/status/1762864255437516932
https://x.com/pmarca/status/1762532979317043515
https://twitter.com/shellenberger/status/1762900581134557636
https://twitter.com/shaunmmaguire/status/1760885099984261564
https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22
https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini
https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm
https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf
https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month
https://www.google.com/finance/quote/TLPFY:OTCMKTS
https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language
https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html
https://twitter.com/balajis/status/1763067849218850939
https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2
https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai -
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:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
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.google.com/finance/quote/NVDA:NASDAQ
https://twitter.com/KobeissiLetter/status/1760680756689748478
https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024
https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market
https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D
https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1
https://twitter.com/JayScambler/status/1759372542530261154
https://twitter.com/chamath/status/1760343973632291212
https://x.ai
https://twitter.com/TheTranscript_/status/1760436281438314545
https://artificialanalysis.ai
https://www.contraline.com/product
https://www.cafexapp.com/commercial
https://blog.google/technology/ai/google-gemini-ai
https://blog.google/products/gemini/bard-gemini-advanced-app
https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace
https://twitter.com/benthompson/status/1760452419627233610
https://twitter.com/Patworx/status/1760189582870536408
https://twitter.com/micsolana/status/1760163801893339565
https://ai.google/responsibility/principles
https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback
https://twitter.com/Jason/status/1760780139476992062
https://twitter.com/paulg/status/1760416051181793361
https://twitter.com/chamath/status/1760729719094563019
https://twitter.com/Jason/status/1760780139476992062 -
E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
(0:00) Sacks Tequila Tasting!
(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback
(15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model
(51:24) The risks of companies issuing stock option loans
(1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability
(1:31:46) Takeaways from Tucker's Putin interview
Follow the besties:
https://twitter.com/chamath
https://twitter.com/Jason
https://twitter.com/DavidSacks
https://twitter.com/friedberg
Follow the pod:
https://twitter.com/theallinpod
https://linktr.ee/allinpodcast
Intro Music Credit:
https://rb.gy/tppkzl
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://companiesmarketcap.com/page/1
https://www.google.com/finance/quote/NVDA:NASDAQ
https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09
https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119
https://blog.google/products/gemini/bard-gemini-advanced-app
https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0
https://www.google.com/finance/quote/ARM:NASDAQ
https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18
https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13
https://twitter.com/OpenAI/status/1758192957386342435
https://twitter.com/CultureCrave/status/1758212761748980089
https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024
https://twitter.com/nathanbenaich/status/1758036247115608317
https://twitter.com/natfriedman/status/1758143612561568047
https://twitter.com/OfficialLoganK/status/1758198997590618550
https://huggingface.co/spaces/tsujuifu/ml-mgie
https://huggingface.co/stablediffusionapi/juggernaut-xl
https://twitter.com/jrichlive/status/1757258553688256895
https://twitter.com/jrichlive/status/1493392725814566914
https://twitter.com/chamath/status/1757537426019598418
https://twitter.com/elonmusk/status/1757537968083075137
https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms
https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl
https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report
https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country
https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference
https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024
https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007
https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html
https://twitter.com/wikileaks/status/1497207251785818114
https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html