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    E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

    By leveraging its resources and developing exclusivity agreements with publishers, Google can protect its market position, maintain a competitive advantage, and prioritize shareholder value.

    enFebruary 11, 2023

    About this Episode

    0:00 Bestie intro!

    1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

    28:26 Bestie refresh!

    33:13 The AI Search Wars: Microsoft presses hard, Google's rough week

    45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

    1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

    1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

    Follow the besties:

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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://twitter.com/DavidSacks/status/1623540190060101632

    https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

    https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine

    https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability

    https://twitter.com/EmiliaKaminska/status/1574817556950663169

    https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage

    https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link

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

    https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai

    https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08

    https://twitter.com/Google/status/1622710355775393793

    https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s

    https://neeva.com

    https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.

    https://twitter.com/arnaudai/status/1623359864100601861

    https://github.com/features/copilot

    https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion

    https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data

    https://twitter.com/LynAldenContact/status/1620447620987785216

    https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg

    https://twitter.com/pretentiouswhat/status/1622832701131874306

     

    🔑 Key Takeaways

    • Critically analyze media narratives and consider different perspectives to avoid being influenced by sensationalized coverage.
    • The Nord Stream incident and its alleged involvement by the United States prompts questions about the credibility of official statements and the need for independent verification in media coverage.
    • The potential US involvement in a war against a nuclear-armed country raises significant risks, with both political and media complexities contributing to the uncertainty of the situation.
    • Geopolitical issues are complex and uncertain, highlighting the importance of analyzing multiple perspectives and sources of information to gain a better understanding of the truth.
    • It is crucial to seek alternative sources of information to access a wider range of perspectives, as political narratives and media outlets can shape public opinion and influence how events are perceived. Additionally, conflicts and tensions may serve as distractions from internal economic challenges, potentially benefiting the military-industrial complex.
    • Understanding the personal anxieties and financial interests that drive conflicts is essential for effectively addressing and navigating them.
    • Embrace your individuality, challenge mainstream norms, and find humor in mocking the establishment. Fashion trends may come and go, but self-expression is timeless.
    • While Google has made advancements in data presentation, chat GPT offers natural language responsiveness that can provide specific answers and alternative ways of presenting information, although cost is a consideration.
    • Advancements in technology and infrastructure have the potential to significantly decrease the cost of running chat GPT models, posing a challenge to Google's dominant position in the market.
    • Google plans to maintain its stranglehold on search by doubling the amount it pays publishers for exclusive access to search traffic, potentially hindering competition and solidifying its market share.
    • As AI technology advances, search engines like Google may need to find new ways to monetize AI-generated responses, while ensuring user satisfaction by providing direct and satisfactory answers.
    • By leveraging its resources and developing exclusivity agreements with publishers, Google can protect its market position, maintain a competitive advantage, and prioritize shareholder value.
    • Language models like Google's search engine raise concerns about fair use and attribution of original content, as well as the limitations of tokenization and the requirement for truly transformative output.
    • AI assistants can analyze complex data, provide insights, generate formulas, and revolutionize industries by replacing human operators, making tasks easier and more efficient.
    • Leveraging AI tools and precision testing will help large companies compete with industry leaders, disrupting middle-man businesses while benefiting customers with reduced costs and increased profits.
    • AI and automation have the potential to transform the startup landscape, increase productivity, and revolutionize various industries by enabling more efficient programming, creating niche startups, and revolutionizing fields like music and media.
    • Advancements in AI are transforming the creative industry, making content creation more accessible and empowering individual creators while challenging the dominance of big production houses. Fair use and proper attribution are crucial in this evolving landscape.
    • Content providers must join forces and take proactive measures to protect their rights and adapt to the advancements of AI technology in order to maintain their value and profitability.
    • It is crucial to ensure compensation for content creators while addressing copyright infringement and the evolving landscape of technology monopolies in order to understand and navigate the implications and advancements of AI-generated content.
    • The United States faces a critical debt crisis due to increasing financial obligations. Significant cuts to Social Security and Medicare or massive tax hikes are necessary to avoid dire economic consequences.
    • To secure re-election, Biden plans to mirror Clinton's tactics, prioritizing small-scale issues that resonate with the middle class and reinforcing his image as a defender of popular entitlement programs.
    • By reducing energy costs and increasing energy capacity through fusion and solar power, the US can stimulate economic growth, create new industries and jobs, while also working towards mitigating debt and entitlement tax problems. A balanced and strategic approach is crucial to navigating these complex economic issues effectively.
    • Excessive spending and high tax rates in San Francisco have driven people and businesses away, emphasizing the need for a sustainable solution to address the budget and prevent further economic decline.

    📝 Podcast Summary

    Analyzing Media Sensationalism and Overreaction

    The media tends to be hawkish and sensationalist when it comes to covering certain events. The conversation starts with a father's frustration about his son's phone etiquette, but quickly shifts to a discussion about a balloon that caused a nationwide panic. The two participants debate whether the balloon was deliberately sent or if it was an accident. While one person is more skeptical about its intentions, both agree that the media overreacted and hyped up the situation. They highlight how the media's pursuit of engaging content and live events often leads to exaggerated coverage. This conversation serves as a reminder to critically analyze media narratives and consider alternative perspectives.

    Examining Conflicting Narratives Surrounding the Nord Stream Incident

    There are conflicting narratives surrounding the Nord Stream story, and it is not being widely covered by the mainstream media. The conversation suggests that the administration and media initially blamed Russia for the explosion of Nord Stream, but it never made sense considering Russia's economic interest in the asset. It is mentioned that veteran journalist Cy Hersh has come forward with a detailed story about how the United States may have been involved in the explosion. While it's challenging to verify the truth, given the reliance on a single source, the conversation leans towards considering Hersh's story plausible. The conversation also highlights past instances where the military denied credible reports, questioning the credibility of official statements.

    The Complexities and Uncertainties Surrounding Alleged US Involvement in a Potential Act of War

    The United States' involvement in a potential act of war against a country with nuclear weapons poses a significant risk. While there is no definitive evidence to confirm or deny these allegations, the conversation highlights the possibility of the CIA's knowledge and facilitation of such an act. The bipartisan issue of stopping Nord Stream adds complexity to the situation, with Republicans and Democrats pushing against it. The media's initial focus on blaming Russia without solid evidence raises questions about journalistic integrity. Criticism towards those questioning the official narrative as conspiracy theorists has further muddied the discourse. Ultimately, Seymour Hersh's detailed report provides some credibility to the notion of US involvement, adding to the complexity and uncertainty of the situation.

    The Nord Stream gas pipeline explosion sparks speculation and uncertainty, with discussions on responsibility, implications, and media influence.

    There is speculation and uncertainty surrounding the explosion of the Nord Stream gas pipeline. While some individuals believe that the US may have been responsible, others argue that it could be Russian sabotage. President Joe Biden referred to it as an intentional act of sabotage, but did not explicitly point fingers at Russia. The conversation also explores the potential implications of Germany's response to the incident and suggests that the US may offer guaranteed energy supply to maintain a sense of ambivalence. Additionally, the conversation highlights the similarities in language used by various media outlets, indicating a possible influence of talking points. Overall, the conversation showcases the complexity and uncertainties surrounding geopolitical issues and the importance of analyzing multiple perspectives and sources of information.

    The Influence of Political Narratives and Media Outlets on Public Opinion

    Political narratives and media outlets play a significant role in shaping public opinion and creating a certain perspective on various issues. The repetition of specific talking points and party lines by prestigious outlets can influence how people perceive events and form their own opinions. This emphasizes the importance of seeking alternative sources of information, such as Substack, to access a wider range of perspectives. Additionally, the conversation highlights the potential misalignment between economic interests and foreign policy, as seen in Germany's dilemma regarding the Nord Stream pipeline. Furthermore, it suggests that conflicts and tensions can serve as distractions from internal economic challenges and wealth disparities, potentially benefiting the military-industrial complex. The pursuit of external conflicts may have implications for global power dynamics and military investments.

    The Hidden Motivations Behind Conflicts and Escalations

    Many conflicts and escalations are driven by individual anxieties and financial interests, rather than a master plan or genuine resolution. The conversation highlights how the desire for conflict often arises from personal dissatisfaction or external incentives, such as the military-industrial complex, media ratings, and energy investments. There is a lack of focus on de-escalation or considering alternatives because it is seen as less profitable. The warning from Dwight D. Eisenhower about the military-industrial complex is mentioned to emphasize the long-standing awareness of these issues. The key takeaway is that understanding these underlying motivations and interests is crucial in order to navigate and address conflicts effectively.

    Exploring Interviews, Events, and Anti-Establishment Sentiments: A Humorous and Casual Conversation on Self-Expression and Fashion Trends.

    The speakers are discussing their experiences with interviews and events, such as the Lex Friedman show and the Vanity Fair Establishment list. They express their anti-establishment sentiments and share anecdotes about their appearances and fashion choices. They joke about creating an anti-establishment conference and suggest mocking the establishment with a tagline and an anti-list. They also discuss the evolution of their personal styles and reflect on past photos of themselves. Overall, this conversation highlights their casual and humorous exchanges while touching on themes of self-expression, rejecting mainstream norms, and the fleeting nature of fashion trends.

    The Potential Disruption of Chat GPT in Traditional Information Retrieval

    Google's AI capabilities have been predominantly focused on improving internal problems and optimizing various aspects of their platform, such as data center energy efficiency and ad optimization. However, the emergence of chat GPT as an alternative for search has revealed a potential disruption in traditional information retrieval methods. While Google has made advancements in presenting data in smarter and quicker ways, such as through one-box answers and visual displays, this new modality is not fully encompassing and may not cater to all user preferences and needs. Nevertheless, natural language responsiveness, similar to chat GPT, can be a valuable tool for providing specific answers and alternative modes of presenting information. Additionally, the cost of implementing such technology compared to chat GPT may be a factor to consider for Google.

    Reducing the Cost of Chat GPT Models: A Game-Changing Potential for Competitors

    The cost of running chat GPT models for search queries needs to decrease significantly in order to compete with Google. Currently, Google's search costs about 2.5 cents per search, while running the GPT-3 model costs around 30 cents per result. This 10x higher cost makes it economically challenging for chat GPT solutions to scale and be competitive in the market. However, with advancements in compute hardware, software optimization, data optimization, and cloud infrastructure, there is potential for a 10x reduction in the cost of running these models. Additionally, the ability to run these models at scale will become more feasible as silicon technology improves and energy costs decrease. This game-changing potential poses a challenge to Google's dominant position, as competitors like Microsoft invest in chat GPT technology to force Google to degrade the quality of their business model.

    Google's Strategy to Secure Market Dominance through Increased Payments to Publishers

    Google's strategy to maintain its dominance in search is to double its traffic acquisition cost (TAC). By increasing the amount Google pays to publishers for exclusive access to search traffic, they can protect their core stranglehold on search and keep competitors at bay. This move would not only secure Google's market share, but also put other companies on their heels, as they would struggle to match the higher payments to publishers. Additionally, doubling the TAC would position Google as a reliable and valued partner for publishers, while potentially limiting the data sharing with other competitors. Overall, this strategy allows Google to maintain control over search and potentially deter the erosion of its market share.

    Adapting the Monetization Model for Search Engines in the Age of AI

    The monetization model for search engines, like Google, may need to adapt as AI technology evolves. Currently, Google's success in monetization is based on providing a list of links in response to search queries, with paid links included. However, with the advancement of AI, users may no longer need a list of links, but rather a direct answer to their query. This raises the question of how advertising can be incorporated into AI-generated responses without compromising the quality of the answer. Additionally, the conversation highlights the importance of providing satisfactory answers to users, as indicated by the bounce back rate. Ultimately, the key insight is that search engines may need to find innovative ways to monetize AI-generated answers while maintaining user satisfaction.

    Establishing a Competitive Moat: A Strategic Approach for Google's Market Dominance

    Google should proactively establish a competitive moat to protect its market dominance. By leveraging its massive cash flow and investments, Google can develop a new agreement with publishers, encouraging their exclusivity to Google's AI agents. This tactic would prevent other models from accessing valuable content and reduce the risk of litigation. Currently, Google pays publishers 70 cents on every dollar, allowing them to maintain a strong competitive advantage. As the open internet becomes less significant, Google needs to focus on defending its market position. This approach is crucial for Google's shareholders, board of directors, and senior executives to prioritize. Ultimately, establishing a stronger customer relationship and controlling content contribution are vital elements of building a competitive moat for Google.

    Concerns and Considerations surrounding Language Models and Data Usage

    There are concerns surrounding the use of data and content in language models (LLMs) like Google's search engine. LLMs generate responses based on statistical models and data synthesis, which may lead to multiple interpretations and probabilities. However, there is a question of fair use and attribution when using others' original content. It is argued that LLMs should provide citations and pay commissions to the original content creators if their data is used. The debate also considers the limitations of tokenizing content into entire sentences, as it may hinder the quality and usefulness of the product. Additionally, the concept of transformation is crucial in determining fair use, and simply rewriting content may not qualify as transformative.

    The Potential of AI Assistants in Various Applications

    AI assistants have the potential to become personal digital helpers in various applications. The conversation highlights how AI can analyze and explain complex data, such as Excel spreadsheets, providing valuable insights and even generating formulas that would be challenging for humans to decipher. These AI interfaces could be voice-based, allowing users to verbally interact and ask for assistance in accomplishing tasks. The conversation also touches on the possibility of AI replacing human call center operators and becoming a powerful tool in various industries. Overall, the conversation suggests that AI assistants have the potential to revolutionize the way we interact with technology, making tasks easier and more efficient.

    The Rise of AI-Driven Economic Productivity

    AI-driven economic productivity is becoming the new normal. With the advancements in technology, large companies can now compete with industry leaders by leveraging AI tools and a smaller team of engineers. The ability to write code and perform end-to-end testing with precision will enable businesses to quickly develop and launch innovative solutions. This shift towards AI-driven productivity will disrupt middle-man businesses that lack a competitive advantage, as costs related to human capital can be reduced, allowing for greater investment in traffic acquisition and innovation. Ultimately, this increase in economic productivity will benefit end customers by lowering costs and increasing profits. It highlights the importance of technology and innovation in driving economic growth.

    Exploring the Impact of AI and Automation on Startups and Productivity

    Advancements in AI and automation have the potential to transform the startup landscape and increase productivity. With technologies like Copilot, programming becomes more efficient and the need for developers may diminish. However, this does not mean that business software is going away or that engineers will become obsolete. Instead, engineers may become more productive with AI assistance. The conversation also highlights the possibility of more niche startups and disruptive industries emerging, driven by software and AI. Additionally, AI has the potential to revolutionize fields like music and media, enabling the creation of unique mashups and personalized content. Overall, the conversation emphasizes the opportunities and impacts that AI and automation can bring to various industries.

    The Impact of AI on Creative Industries: Democratizing Content Creation and Empowering Individual Creators.

    Advancements in technology, particularly Artificial Intelligence (AI), are revolutionizing the creative industry. With the aid of AI, content creation is becoming more accessible and democratized, challenging the monopoly held by big production houses. The ability to generate real-time scenes and script changes while writing a movie script opens up opportunities for aspiring filmmakers working on a limited budget. This shift not only applies to movies but also extends to music, video games, and other forms of media. Consumers themselves can now create content for their own enjoyment, similar to how anyone can create a song or go viral on platforms like TikTok. The conversation also touches on the importance of acknowledging the contributions of individual creators, highlighting the need for fair use and proper attribution in the evolving landscape of content publishing.

    Uniting Content Providers Against the Threat of AI

    Content providers need to unite and fight for their rights in order to survive. With the rise of AI technology and the ability to aggregate and synthesize information from multiple sources, there is a risk of content creators losing value and being overshadowed. It is crucial for content providers to come together as a united front, similar to how the music industry fought for their rights. The technology advancements may lead to a decline in revenue and profit, putting pressure on existing business models. In order to adapt and thrive, companies like Google should proactively cannibalize their own business before it is cannibalized for them. Ultimately, the value of being a novel content producer will increase, but the ease of creating content through AI will also increase.

    The Opportunities and Challenges of YouTube, AI-generated Content, and Technology Monopolies

    The success of platforms like YouTube and the emergence of AI-generated content present both opportunities and challenges in the digital space. One crucial aspect is the need to ensure that content creators are compensated for their work, as seen in the case of YouTube's ability to monetize stolen content through the use of content ID and watermarking. However, the conversation also highlights the potential risks and controversies surrounding AI-generated content, such as copyright infringement by companies like Stable Diffusion. Additionally, the conversation underscores the changing landscape of technology monopolies with Microsoft's rise in market share, potentially leading to increased competition among tech giants. As more lawsuits emerge and AI continues to evolve, it is important to closely monitor the dynamics and implications of these advancements.

    The Looming Debt Crisis: Ballooning Obligations and Limited Solutions

    The state of the union address revealed a concerning long-term cycle of escalating debt and financial obligations for the United States. Despite Biden's claim that Republicans want to cut Social Security and Medicare, the truth is that both sides of the aisle oppose any reductions in these programs. However, maintaining these major expense commitments will lead to a runaway debt scenario, ultimately forcing the US to default. The only options to avoid this are either significant cuts to Social Security and Medicare or massive tax hikes, both of which come with severe consequences. Ballooning costs and liabilities, including private pensions needing federal bailouts, will further exacerbate the situation. The US must find a way to navigate this steepening curve and address its debt crisis to avoid dire economic consequences.

    Biden's Strategy: Emulating Clinton and Focusing on Middle-Class Concerns

    Biden's strategy for his re-election in 2024 involves emulating Bill Clinton's approach after losing the midterms in 1994. This strategy includes focusing on small ball politics, such as curbing ticket master fees and fixing right turn red lights, to appeal to regular middle-class people. Additionally, Biden aims to position himself as the defender of entitlement programs, which are popular among the public. The conversation also highlights the importance of avoiding entitlement reform as a Republican, as it can be a detrimental issue that may cost votes. Furthermore, the conversation briefly touches on the idea of a wealth tax, with the agreement that it may be acceptable for billionaires but not for centimillionaires or decimillionaires. Overall, it emphasizes the need for strategic political maneuvering in order to gain support and maintain public trust.

    A Comprehensive Approach to Addressing and Resolving Economic Challenges in the United States

    Addressing and resolving the economic challenges faced by the United States requires a comprehensive approach. The American people are concerned about the excessive spending on wars, wasteful investments, and the enrichment of special interests while their entitlement programs are at risk. It is crucial to zoom out and consider the long-term implications of these issues, rather than focusing solely on short-term gains or election cycles. One potential solution lies in significantly reducing the cost of energy and increasing energy capacity through technologies like fusion and solar power. By doing so, the economy can grow, creating new industries, jobs, and ultimately mitigating the debt and entitlement tax problem. However, addressing the technical challenges, such as scalable storage for energy, is important for achieving abundant and zero-cost energy. Moreover, it is important to recognize that imposing wealth taxes may result in a loss of the tax base as demonstrated by France's exodus of millionaires. Therefore, a balanced and strategic approach is necessary to navigate these complex economic issues effectively.

    High Budget Per Capita in San Francisco Leads to Population and Business Exodus

    The budget per capita in San Francisco is alarmingly high compared to other states and the federal government. With a per capita budget of $18,000, San Francisco surpasses every state except for Oregon and North Dakota. This excessive spending has led to a population and business exodus in the city. In contrast, Miami, Florida has no state income tax and relies on property and sales taxes to make their budget work, with a population of 880,000. The conversation highlights that increasing tax rates may be a short-term solution, but if the budget per citizen isn't brought in line, it will only cause the tax base to leave. This economic reality has been observed in other countries and cities throughout history. Therefore, a sustainable solution or an energy miracle is necessary to address this issue.

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    Intro Music Credit:

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    https://twitter.com/yung_spielburg

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    https://twitter.com/EconomyApp/status/1622029832099082241

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    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

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    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

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

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

    (0:00) Bestie Intros: Late night poker snacks!

    (2:33) SBF sentenced to 25 years

    (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else?

    (34:59) RFK Jr. selects Nicole Shanahan as VP

    (47:46) Biden's budget plan for 2025: how to confront America's existential crisis?

    (1:11:59) Science Corner: Why the price of cocoa has skyrocketed!

    (1:16:41) Movie talk and wrap!

    Follow the besties:

    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.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28

    https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html

    https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison

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

    https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm

    https://www.sec.gov/news/press-release/2023-121

    https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d

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

    https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay

    https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e

    https://twitter.com/CollinRugg/status/1773147897439436939

    https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html

    https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11

    https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf

    https://manhattan.institute/article/the-limits-of-taxing-the-rich

    https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf

    https://fred.stlouisfed.org/series/FYFRGDA188S

    https://fred.stlouisfed.org/series/FYONGDA188S

    https://www.oecd.org/tax/revenue-statistics-united-states.pdf

    https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services

    https://fred.stlouisfed.org/series/USGOVT

    https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter

    https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures

    https://www.movieposters.com/products/daliland-mpw-138836

    https://twitter.com/stillgray/status/1773234188663054751

    https://twitter.com/elonmusk/status/1773240336292393144

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

    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

    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

    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