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    • The Potential Repeal of Affirmative Action in College Admissions and Its Impact on Asian-American ApplicantsThe potential repeal of affirmative action could provide equal opportunities for Asian-American college applicants, addressing concerns of unfair treatment and promoting the need for equality in the admissions process.

      The Supreme Court's potential repeal of affirmative action in college admissions could benefit Asian-American college applicants. The conversation highlights the ongoing lawsuits against Harvard and UNC, where the argument is made that Asian-American applicants are unfairly treated compared to similarly qualified applicants from other groups. The prediction is that the Supreme Court will rule in favor of repealing affirmative action, deeming it unconstitutional and discriminatory against Asian-Americans. The discussion also touches on the initial intention of affirmative action, which sought to address classism but has been misused to favor certain minority groups over others. Overall, the conversation emphasizes the need for equal opportunities for all students, regardless of their race or background.

    • Saudi Arabia's Potential Influence on Global Economic Dynamics and Navigating Key International RelationshipsSaudi Arabia, led by MBS, holds a crucial position in the power struggle among the United States, Russia, and China. Their ability to forge partnerships and diversify their economy may dictate global currency reserves and the importance of these nations. Open dialogue and fluid foreign policies are essential, and moderation could be favored in future elections.

      Saudi Arabia, under the leadership of Mohammed bin Salman (MBS), has the potential to significantly influence global economic dynamics. With their relationships with the United States, Russia, and China, Saudi Arabia sits at a crucial position in the conflict and power struggle among these nations. MBS's ability to navigate these relationships and forge partnerships could dictate the direction of global currency reserves and the importance of these nations. Additionally, Saudi Arabia's focus on diversifying away from oil into technology and emerging growth economies further enhances their potential influence. While some may have concerns about the confrontational stance of the Biden administration towards Saudi Arabia, it is important to maintain open dialogue and fluid foreign policies to effectively communicate and address issues. Looking ahead, the Republican nomination for the 2023 elections could favor moderate candidates over the extremes of both parties.

    • Speculation, Prediction, and Caution: The Future of Political Figures and Weight Loss DrugsConduct your own research, consult with medical professionals, and make informed decisions when it comes to both politics and health. Be cautious of relying solely on speculation or random advice.

      There is speculation and prediction about the future of political figures and weight loss drugs, but it is important to conduct one's own research and consult with medical professionals rather than relying solely on random podcasts or venture capitalists for health advice. The conversation touches on the potential emergence of a moderate Republican candidate from the south, the likelihood of a woman being elected as President from the Republican party, and the use of weight loss drugs like Ozempic and metformin. While there is excitement around the potential benefits of these drugs, it is emphasized that individual research and medical guidance should be sought. Overall, the conversation highlights the need for caution and informed decision-making in political and health-related matters.

    • The Need for a Unifying Republican Candidate and Predictions for the Biggest Political LosersNikki Haley lacks support from the populist wing, while DeSantis is accepted by both, making him capable of uniting the Republican Party. The IMF may face political heat as debt markets unravel, and California's budget shortfalls may lead to San Francisco's political downfall.

      The Republican Party needs a candidate who can unite both the establishment wing and the populist MAGA wing. While Nikki Haley is well-regarded within the establishment wing, she lacks meaningful support within the populist wing, making her unable to bring the party together. On the other hand, DeSantis is widely accepted by both wings, making him capable of uniting the party in a much-needed way. Moving on to the biggest political loser of 2023, David Friedberg predicts that the IMF will face significant political heat as debt markets start to unravel globally. The IMF's actions to support these markets will inevitably have adverse effects, leading to blame and pressure. Furthermore, David Sacks predicts that California, particularly the city of San Francisco, will be the biggest political loser due to substantial budget shortfalls caused by a lack of fiscal outlook and dependency on volatile capital gains.

    • Potential Winners and Key Factors Shaping Business Success in AmericaThe natural gas industry, space travel technology, and artificial intelligence are key areas of growth and success in the American business landscape, emphasizing the importance of staying informed and adaptable.

      The biggest business winner for 2023 could be the natural gas industry in America. Despite concerns about budget management and economic hardships in other sectors, the conversation highlights the potential growth and success of the natural gas industry. The focus on SpaceX and Relativity Space as leaders in space travel also demonstrates the importance of technological advancements and innovation in driving business success. Additionally, the mention of open AI and its potential partnerships and investments further emphasizes the significance of artificial intelligence in shaping the business landscape. Overall, the conversation highlights the potential for growth and success in specific industries and the importance of staying informed and adaptable to changes in the market.

    • Europe shifts dependence from Russian gas to American LNG, but faces higher prices.Europe's reliance on American LNG brings benefits but comes with a cost, as prices are expected to rise. Meanwhile, tech workers starting their own companies may find success, while capital-intensive startups may face challenges.

      Europe has cut off its dependence on Russian gas and now relies on American liquefied natural gas (LNG). This shift has been a significant win for the American natural gas industry, despite initial resistance from President Biden. Europe rapidly built terminals to receive LNG, bypassing bureaucratic obstacles and environmental objections. However, this new dependence on American LNG means that Europe will have to pay higher prices. On a separate note, the conversation also discusses predictions for business winners and losers in 2023. Tech workers who were laid off but come together to start their own companies are expected to be successful. Conversely, capital-intensive Series B3D growth businesses in the startup landscape may struggle due to a shift in capital allocation.

    • Challenges and Struggles in the Economy: Consumers and High-Growth CompaniesConsumers are burdened by high personal debts and rising credit card and mortgage rates, while high-growth companies struggle to secure funding and face declining market valuations. Retooling and navigating are crucial in this challenging economic landscape.

      The economy is facing challenges, especially for consumers and high-growth companies. The conversation highlights the financial struggles of consumers, such as high personal debts, rising credit card rates, and mortgage rates. Layoffs are starting to pile up, indicating a potential recession. High growth companies are also facing difficulties in securing funding, with growth stocks down and investors reluctant to fund cash-intensive startups. The conversation also reveals the impact of market valuations on companies, where many are worth less than their preferred stock. Overall, the conversation emphasizes the need for retooling and navigating the challenging economic landscape.

    • The Implications of Cap Tables, Share Ownership, and the Changing Technological Landscape: Insights from Chamath PalihapitiyaUnderstanding the consequences of cap table resets, ambiguous share ownership, and technological advancements is crucial for startup success and individual adaptability in the evolving job landscape.

      The cap table and employee dynamics can have significant implications for startups and business success. Chamath Palihapitiya highlights the potential consequences of resetting the cap table and wiping out employees, which can lead to resentment and a need to start over. Additionally, he discusses the ambiguity surrounding share ownership due to side documents and warrants. Moving on, the conversation shifts to the potential decline of Google search due to advancements in machine learning and AI. Chamath predicts that Google may lose usage to other organizations capable of crawling the web and providing high-quality search results. This highlights the importance of staying ahead in the technological landscape. Finally, the conversation touches upon the potential challenges faced by white-collar workers, as demonstrated by layoffs in companies like Amazon and Salesforce. This suggests a changing landscape for job opportunities and the need for individuals to adapt and acquire relevant skills.

    • Potential Economic Implications and Business Deals Shaping the FutureThe potential public offering of SpaceX's Starlink and a potential deal between Russia and China could have significant economic impacts and signal shifts in the global business landscape.

      There are potential economic implications and business deals that could shape the future. One of the major points discussed is the potential public offering of SpaceX's Starlink, which could provide Elon Musk with more financial flexibility. This move has the potential to revolutionize internet access and open up capital markets in 2023. Another notable prediction is a potential deal between Russia and China, which could be valued at a trillion dollars and involve various sectors such as energy, agriculture, and minerals. Additionally, the conversation hints at a potential shift away from the US dollar as the global reserve currency, with the Petro Yuan trade between Saudi Arabia and China being a significant development. These predictions highlight possible shifts in the business and economic landscape, suggesting the need to closely monitor these developments in the coming years.

    • Apple's Challenges and Potential Diversification, Amazon's Expansion into Health, and TikTok's Potential Divestment in the US MarketApple may explore buying a content or automotive company, Amazon is likely to expand into the health industry, and TikTok might be forced to divest to remain in the US.

      Apple is facing significant pressures in their core business, including their relationship with China, app store revenues, and declining consumer demand for high-end electronics. To address these pressures and diversify their business, there is a possibility that Apple might make unusual acquisitions, such as buying a real content company like Disney or an automotive company like Fiat Chrysler. Additionally, the conversation highlights Amazon's potential fourth pillar, which is health. It is predicted that Amazon will make significant moves in the health industry, acquiring companies like Roman Hymns, Peloton, and Whoop. Lastly, it is suggested that TikTok, due to political pressures, might be compelled to divest in order to stay active in the US market.

    • TikTok's Lack of Stickiness and the Fluidity of Social Media PlatformsTikTok's popularity may be fleeting as it heavily relies on passive content consumption. People would easily transition to other platforms like YouTube and Instagram. Social media platforms are fluid and adaptable.

      TikTok may not be as important as it seems. Jason Calacanis suggests that the app lacks a sticky network effect and heavily relies on passively consumed content. Chamath Palihapitiya agrees, noting that if TikTok were to disappear, people would simply migrate to platforms like YouTube and Instagram. He mentions that many content creators already publish across multiple platforms to avoid dependency. In contrast, the conversation also touches on the potential tensions between Biden and Zelensky regarding Ukraine's counteroffensive against Russia. David Sacks predicts that their interests may diverge, leading to potential rifts in the future. Overall, the conversation highlights the fluidity and adaptability of social media platforms and the geopolitical implications surrounding Ukraine.

    • Contrarian Beliefs for 2023: Inflation and the Global Reserve CurrencyInflation may persist due to wage inflation and shifting power dynamics, while the US dollar's status as the global reserve currency may be challenged.

      There are two contrarian beliefs for 2023. One belief is that inflation will not fall off as quickly or significantly as people expect because of wage inflation and the shifting balance of power towards labor. This belief challenges the common notion that inflation will decrease due to lower demand for goods and services, resulting in lower prices. The other belief is that the US dollar may no longer be the global reserve currency as large economic trading models start to be done in non-dollar denominations. This contrasts with the prevailing belief that the US dollar will remain the de facto reserve currency due to American exceptionalism and the self-sabotaging actions of other countries.

    • Exploring Infrastructure Investment Opportunities and Geopolitical ConsiderationsUnderstand geopolitical factors and prioritize long-term value when making investment decisions in industries such as semiconductors, oil and gas equipment, and pharmaceuticals. Support Ukraine's security by providing sophisticated weapons to prevent potential nuclear weapon use by Russia.

      There are several areas with significant potential for infrastructure spending and investment opportunities. David Sacks highlights the importance of providing support to Ukraine by sending sophisticated weapons, recognizing the potential consequences if Russia feels compelled to use nuclear weapons. On the other hand, David Friedberg discusses the investment potential in semiconductors, oil and gas equipment, and pharmaceuticals as part of infrastructure spending. He emphasizes the long-term value and growth potential of these industries, making them attractive investment options. Both conversations emphasize the importance of considering geopolitical factors and long-term value when making investment decisions.

    • Poorly Performing Asset Classes in 2023In 2023, smaller businesses acquisitions may yield significant returns, while technology, energy sectors, commercial real estate, and consumer credit are expected to face challenges.

      There are several asset classes that are expected to perform poorly in 2023. David Sacks highlighted the trend of companies acquiring smaller businesses at low prices and seeing significant returns on invested capital. Chamath Palihapitiya expressed concerns about the tech and energy sectors, predicting a tough year for technology companies and a difficult year for the energy industry due to potential economic downturn and lower consumption. Commercial real estate, particularly office towers in San Francisco, was also deemed a risky asset class, with high vacancy rates and potential difficulties in meeting debt obligations. Additionally, consumer credit was mentioned as a potential worst performing asset due to rising interest rates and inflation potentially impacting consumer demand.

    • The Rising Concerns of Consumers' Debt and the Need for Financial AusterityConsumers' excessive spending and high debt levels, fueled by low interest rates and easy credit, are causing a growing concern. A predicted trend of austerity urges individuals to cut back on unnecessary spending for a more sustainable financial lifestyle.

      There is growing concern about consumers' ability to meet their debt obligations due to excessive spending and high levels of debt relative to their earnings. The conversation highlights how consumers have been taking on more debt, fueled by low interest rates and easy access to credit, resulting in a new lifestyle that may be difficult to sustain. As the conversation suggests, defaults on consumer credit, including credit card debt and mortgages, are expected to increase in the near future. This realization has led to a predicted trend of austerity, where individuals and households are being urged to cut back on unnecessary spending and adopt a more conservative approach to their finances.

    • Declining Influence of Trump in the GOP and the Need for Integration with Established WingTrump's influence in the GOP is waning, with even prominent figures openly defying him. Moving forward, the party may embrace populism while integrating with the established wing to ensure better electability and effective governance.

      Trump's influence in the GOP is declining. His endorsements are no longer as powerful as they once were, and there is now open defiance towards him within the party. This is seen in how even prominent figures like Matt Gaetz and Lauren Boebert are defying Trump's pleas and making fun of him. The decline in Trump's influence is not solely due to his policies, but rather his electability and ability to get things done. Moving forward, the future of the GOP will likely incorporate populism but find better integration with the established wing of the party. Moreover, the conversation also highlights the increasing mainstream presence of cell and gene therapies, which present a significant infrastructure investment opportunity in the coming year. The complexity of these therapies requires the development of specialized delivery mechanisms and infrastructure.

    • Anticipation for Advancements in Cell and Gene Therapy, Entertainment Releases, and Generative AI-based Media in 2023There is great anticipation for advancements in cell and gene therapy, upcoming entertainment releases, and the impact of generative AI-based media in the year 2023.

      The cell and gene therapy market is a major area of interest and investment. With the JP Morgan Healthcare Conference around the corner, there is anticipation for new products and advancements in genetic diseases and cancer treatments. Additionally, there is excitement about the changing infrastructure and delivery system for these therapies. Moving on to entertainment, Christopher Nolan's upcoming film "Oppenheimer" about the Manhattan Project is highly anticipated. While there have been mixed opinions about some of Nolan's recent works, fans are hopeful that he will return to his roots with this historical film. Other popular media to look forward to include the TV series "Succession" and "Ted Lasso" season three, as well as the upcoming Michael Lewis book. Furthermore, Marvel is expected to introduce new villains to rival Thanos and Netflix's "Cocaine Bear" is generating excitement. It's important to note that generative AI-based media is also predicted to make an impact in 2023.

    • The potential and challenges of AI-driven mediaUnique content is essential for monetizing AI technologies, but competition and valuation pose challenges in the industry.

      AI-driven media has immense potential for growth and monetization. Ideas such as AI-written symphonies and novels, AI-driven interactive video games, and AI-based scripts for short films are exciting prospects. The discussion also highlights the importance of unique content in order to succeed in the AI industry. According to Chamath Palihapitiya, finding unique content that nobody else has access to is crucial for monetizing AI technologies. This poses a challenge as unsupervised learning models may converge to the same answer if run on the same training set. The conversation raises questions about the valuation of AI companies and the need to strategically overcome competition. Overall, the discussion underscores the vast opportunities and challenges in the AI industry.

    • Legal and Ethical Challenges in AI and Training Data UsageUnauthorized use of data by AI algorithms can hinder content creators' ability to monetize their work and may lead to legal repercussions. Proper understanding of fair use laws and open discussions are essential in navigating this complex landscape.

      The use of AI and training data presents legal and ethical challenges. Jason Calacanis highlights the potential issues with using data without permission and how it can impede the original authors' ability to monetize their content. He emphasizes that when AI algorithms use the entirety of a work and interfere with commerce, confusion, and the public, they are likely to fail legal tests. Additionally, the conversation delves into the difficulty of drawing a line to determine useful and non-useful inputs in AI algorithms and the need for careful consideration and understanding of fair use laws. Ultimately, it is crucial to have specialized legal expertise and open discussions to address the complexities surrounding AI and data usage.

    • The Impact of Factors on Decision-Making: Lessons from a Nonprofit Organization and a Poker GameUnderstanding the influences of various factors on decision-making, such as individual motivations and perspectives, is crucial to achieving desired outcomes. Different strategies can greatly shape the decision-making process.

      The decision-making process of a company can change drastically due to various factors. We see this through the example of a nonprofit organization that initially believed that making their code accessible to the public was the safest approach. However, they eventually decided to go private and restrict access to their code. The conversation also highlights the importance of understanding individuals' motivations and strategies. In the case of a poker game, Sam, a risk-taker, delighted in bluffing and taking calculated risks, while Jason, a more conservative player, analyzed the situation based on pot odds. This reminds us that different perspectives and approaches can significantly influence decision-making and outcomes.

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    (0:00) Besties intros!

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    Follow the besties:

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

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    https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html

    https://www.instagram.com/tim.naki/reels

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    https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf

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    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

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    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

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    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

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    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

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    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

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    https://www.youtube.com/watch?v=r_4jrMwvZ2A

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

    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

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    https://twitter.com/friedberg

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    https://twitter.com/theallinpod

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    https://www.instagram.com/theallinpod

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    https://www.tiktok.com/@all_in_tok

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    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

    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

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    https://twitter.com/theallinpod

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    https://www.instagram.com/theallinpod

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    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

    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

    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/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo

    https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance

    https://twitter.com/DavidSacks/status/1783220583075111401

    https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06

    https://x.com/MsMelChen/status/1783524423963697262

    https://x.com/Jason/status/1783556155924705388

    https://x.com/Jason/status/1783604248569360516

    https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922

    https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf

    https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll

    https://balajis.com/p/all-it-takes-is-all-you-got

    https://twitter.com/maceskridge/status/1783290784311058788

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

    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

    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

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

    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:

    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.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html

    https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors

    https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13

    https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21

    https://www.google.com/finance/quote/DJT:NASDAQ

    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-today-d2249f43

    https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans

    https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html

    https://twitter.com/mtaibbi/status/1619029772977455105

    https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories

    https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04

    https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue

    https://www.google.com/finance/quote/HUBS:NYSE

    https://www.statista.com/statistics/266249/advertising-revenue-of-google

    https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet

    https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results

    https://twitter.com/thedailyshow/status/1774995166778020059

    https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

    https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011

    https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html

    https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976

    https://twitter.com/lina_colucci/status/1775668500931268665

    https://twitter.com/tsarnick/status/1748923998052975099

    https://twitter.com/Figure_robot/status/1767913661253984474

    https://twitter.com/elonmusk/status/1746964887949934958

    https://www.geckorobotics.com/company/robots

    https://twitter.com/DavidSacks/status/1775926842257813910

    https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia

    https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks

    https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

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