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    E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more

    enMay 12, 2023

    Podcast Summary

    • Introducing Bard: Google's Revolutionary Language ModelBard, Google's AI-powered language model, offers game-changing capabilities like real-time search, image generation, and multilingual support, disrupting traditional search models and contributing to Google's market growth. Access it for free at "bard.google.com.

      Google's Language Model, Bard, is a game-changer in the field of AI-powered language models. It offers real-time search capabilities, generates images and charts, and supports 180 languages. Bard is connected live to the internet and can pull real-time data for users, making it extremely powerful and disruptive to traditional search models. The product has features that Google had been hesitant to pursue, but it seems to be successfully disrupting the search market. Bard's introduction has contributed to Google's market cap increasing by $150 billion in the last two days. Users can access Bard at "bard.google.com" without any restrictions or costs.

    • Bard AI Assistant: A Game Changer in Accessing and Utilizing Information.Bard AI Assistant can provide insightful information on various subjects, but its accuracy and reliability may vary. Its dynamic content and integration with Google services could revolutionize information access.

      Bard, the AI assistant, has the potential to provide useful and insightful information on a wide range of topics. Bard is capable of answering questions and providing information on various subjects, including individuals, events, and financial data. It can provide a balanced view by presenting both positive and negative aspects or opinions on a given topic. However, it is important to note that Bard's responses may not always be accurate or reliable, as evidenced by the incorrect quotes attributed to David Sacks. Nonetheless, Bard's ability to access dynamic content and integrate with Google services is seen as a game changer that could revolutionize the way people access and utilize information.

    • The power and extensibility of Google's new AI tool, Bard, surpasses its predecessor chat GPT, but opinions vary on its superiority.Google's Bard AI tool shows promise in providing real-time accurate information, but integrating it into existing platforms is crucial for wider adoption and ultimate success.

      Google's new AI tool, Bard, is highly impressive and powerful. It surpasses the capabilities of its predecessor, chat GPT, in terms of extensibility and integration with live and unique data sets, such as flight data and YouTube transcripts. Bard's ability to provide accurate and detailed information in real time, without the need for browsing plugins, is commendable. However, there is a difference of opinion among Chamath, Jason, Sacks & Friedberg regarding Bard's superiority over chat GPT. While some find Bard to be snappier and more useful, others prefer chat GPT for its accuracy and level of detail. Additionally, the distribution factor plays a significant role, with Google's vast user base potentially giving Bard a strong advantage. To emerge as the winner in this AI chatbot battle, Google must focus on integrating Bard into its existing platforms to ensure wider adoption.

    • The Debate on AI Regulation and Concerns about Industry CaptureWhile there are risks associated with AI, the appointment of Kamala Harris and involvement of big tech companies in regulation raises concerns about industry capture, but conversations and guardrails are crucial to mitigate risks.

      AI regulation is a topic of concern and debate among industry experts. While there are genuine risks associated with AI, such as fraud, bias, and the potential for uncontrollable superintelligence, there is still no clear consensus on how to effectively regulate it. The appointment of Kamala Harris as the AI Tsar and the involvement of big tech companies in shaping regulations raises concerns about industry capture and the potential for creating barriers to entry for smaller players. However, it is crucial to have conversations about the risks and establish guardrails to mitigate them. The conversation also highlights the urgent need for a massive productivity boost to address America's mounting debt crisis.

    • The United States' Looming Financial Crisis and the Urgent Need for ActionThe United States is currently facing a severe financial crisis that requires immediate attention and prioritization from political leaders. It is essential to address this crisis honestly and discuss feasible solutions to avoid potential default and worsening of the situation.

      The United States is facing a serious financial crisis with its increasing federal deficit, swelling entitlement programs, and growing debt burden. The arithmetic shows that if spending and entitlement programs are not cut, the country will struggle to make interest payments on its debt, leading to a potential default. The longer the US waits to address these issues, the worse the situation will become, as the debt continues to accumulate. Despite differing views, it is crucial to recognize the severity of this problem. The conversation highlights the need for political leaders to prioritize this economic crisis and have honest discussions about feasible solutions, rather than focusing on topics that may not be achievable without addressing the underlying financial challenges.

    • Differing views on inflation and national debt's impact on the economy and the need for awareness and preparedness in navigating potential economic challenges.It is important to be aware of potential economic challenges and plan accordingly to safeguard individual financial interests.

      Chamath, Jason, Sacks & Friedberg have differing views on the impact of inflation and the US national debt. While few believe that inflation and increased debt will eventually lead to economic problems such as a decrease in purchasing power and a burden on the middle class, others argue that the US dollar's position and its role as a global reserve currency mitigate these concerns. They also highlight that historical examples may not be applicable to the current globalist era. However, there is a growing consensus that the long-term outlook for the US economy is concerning and that the political system may not be equipped to address these issues effectively. Despite differing opinions, the conversation highlights the importance of being aware of potential economic challenges and considering how to navigate them for individual financial interests.

    • The US government's debt and budget pose concerns, leading to discussions on strategies to make money and manage the debt.Participants express anxiety over the high debt and propose simpler approaches, such as longer-duration bonds, to manage the debt and potentially benefit from low interest rates.

      The US government's debt and budget are a significant concern. With the current tax rates, more than half of the government's income is being used to fund interest payments on the debt, leaving little for social services, defense, and government services. The participants express anxiety about the increasing debt and the potential consequences of high inflation and rising interest rates. However, there is a difference in views on how one can make money in such a situation. While there are various strategies to make money, some believe in simpler approaches rather than using complex derivatives agreements. Moreover, there is a suggestion to issue longer-duration bonds, such as 100-year US bonds, to manage the debt and potentially benefit from low interest rates.

    • RFK's Surprising Interview: Challenging Mainstream Narratives and the Vaccine DebateWhile RFK provided refreshing perspectives and challenged the status quo, a nuanced and informed discussion is crucial when addressing vaccine concerns to make better decisions.

      Feedback on the interview with RFK was largely positive and surprising to many viewers. Despite being portrayed as a conspiracy theorist by the mainstream media, RFK came across as engaging, principled, and authentic. He deviated from Democratic Party orthodoxy and challenged elite thinking, offering perspectives not commonly heard in the Democratic side or mainstream media. However, there was some concern about how vaccine-related topics were handled. While RFK made generalized statements based on specific concerns, it is important to approach the vaccine debate with nuance and provide adequate context. Childhood vaccines have been critical in reducing illness and saving lives. Instead of reacting with fear or blanket positions, a more informed and detailed discussion is necessary to address concerns and make better decisions.

    • The Importance of Connecting Dots and Questioning the Mainstream NarrativeIt is vital to connect the dots, question the mainstream narrative, and consider causation, even if it goes against the popular belief. Unbiased reporting and critical examination of policies are essential for addressing societal issues.

      There is a growing disconnect between our political system, mainstream media, and the ability to see causation. The term "conspiracy theorist" no longer holds the same negative connotation, as it has been applied to various claims that later proved to be true. The conversation highlights the importance of connecting the dots and considering causation, even if the ideas seem contrarian or go against the mainstream narrative. It raises questions about the influence of advertising on media coverage, particularly in the pharmaceutical industry. The discussion also emphasizes the need for unbiased reporting and questioning the practices of allowing companies to advertise on news programs. Ultimately, understanding causation and critically examining the impact of policies is crucial for addressing societal issues.

    • The Showmanship and Emotional Manipulation of Donald Trump: A Recipe for ReelectionDespite his lack of accomplishments, Trump's ability to manipulate emotions and present himself as a solution to frustrations makes him appealing to his supporters, bolstering his chances for reelection.

      Donald Trump's showmanship and ability to engage and entertain people give him a real chance at being reelected. Despite his lack of success in getting things done and delivering on his promises, Trump's ability to incite and manipulate emotions makes him appealing to his supporters. He taps into the frustrations of those who feel overlooked or taken advantage of by the establishment and presents himself as the solution to their problems. Although he may not always speak the truth, his supporters believe that he is fighting against a media that they perceive as even more dishonest. Trump's performance during the CNN interview demonstrated his ability to control the narrative and win over his audience, further strengthening his chances of securing the Republican nomination and potentially winning the presidency once again.

    • Concerns and Controversies Surrounding the 2024 Election and CandidatesThe 2024 election presents a challenging situation for American voters, with both Biden and Trump being highly unfavorable choices. Biden's passive campaign strategy may give him an advantage, but concerns about American democracy loom large.

      The choices for the 2024 election, with Biden and Trump as the main contenders, are not popular among the American people. Both candidates have significant drawbacks and are seen as highly unfavorable. The discussion highlights the possibility of Trump and Biden engaging in a contentious campaign, with Trump taking on the media while Biden adopts a more passive approach. This strategy could work in Biden's favor as it allows him to avoid vigorous campaigning while letting Trump and the media face off. This scenario could potentially lead to Biden's reelection, as exhausted voters may choose him over Trump despite concerns about his cognitive decline. Ultimately, the conversation presents a grim outlook for American democracy, with the lack of appealing candidates and the potential for a disaster in the making.

    • Potential Candidacy of Gavin Newsom in the Event of Biden's Exit from ReelectionThe possibility of Joe Biden not seeking reelection could open the door for Gavin Newsom to run for president, leading to a potential shift in the Democratic field and a close contest between Biden and Trump.

      There is a possibility that Joe Biden may not run for reelection, which could lead to a potential presidential candidacy for Gavin Newsom. Newsom has been positioning himself for a potential run, actively engaging with the Democratic Party and signaling his readiness. However, Biden's decision to step aside would require signaling from party insiders and establishment figures. This scenario could also prompt other Democratic candidates to emerge and vie for the presidency. The historical example of LBJ's exit from the race in 1968 emphasizes the potential influence of external events, such as the Tet Offensive, which led to a major turning point. Ultimately, the outcome of the election could be a close contest between Biden and Trump, with Biden's strategy of framing democracy as being on the ballot potentially resonating with independent voters.

    • The Electoral Impact of Roe v. Wade and the Importance of Investigative JournalismAbortion may not be a major determining factor for voters, with other issues like the economy and crime taking precedence. Investigative journalism plays a crucial role in maintaining transparency and integrity in politics.

      The issue of Roe v. Wade, although significant, may not have as much electoral impact as some may think. Polling data shows that abortion ranks lower in importance compared to other issues such as the economy, crime, and immigration, among likely voters. While abortion remains a divisive topic, it may not be a deciding factor for many voters. Additionally, the conversation touches upon the controversy surrounding the Biden family and their alleged involvement in influence peddling. The evidence presented is inconclusive, leaving doubts about the legitimacy of the claims. Ultimately, it is important for the media to thoroughly investigate and report on such stories to ensure transparency and integrity in the political landscape.

    • Concerns about Partisan Politics and Progressive Opportunities in the Middle EastFormer government agencies should refrain from partisan politics to prevent election meddling, while the Middle East provides diverse investment opportunities in its transition to becoming technology hubs.

      There is concern about the involvement of former government agencies in partisan politics. It is believed that security agencies should stay out of such activities to prevent election meddling, which is viewed as a form of corruption. On a different note, the discussion also touched on the experience of visiting the Middle East, particularly Dubai and Abu Dhabi. The cities were described as incredibly cosmopolitan with a progressive environment. The region offers investment opportunities, as countries like the UAE aim to transition from an oil-based economy to becoming technology hubs. It was emphasized that these countries are not a monolith, with diverse opinions and a rapidly changing landscape influenced by young populations.

    • AI's Impact on Artistic Creativity and InnovationAI has the potential to unlock new levels of creativity in art, as seen through the fusion of different artistic styles in a video and the generation of immersive experiences in video games. It expands possibilities and goes beyond simply replacing jobs.

      AI has immense potential to unleash new creativity in various forms of art, such as videos and video games. The example mentioned in the conversation showcases how AI-generated tools can be used to create a Wes Anderson-style Lord of the Rings video, highlighting the fusion of different artistic styles. This not only demonstrates the power of AI in generating unique and captivating content but also emphasizes that AI goes beyond job production and reductionism. It opens up new possibilities and expands the boundaries of what we can envision. The conversation also mentions a generative video game platform where users can instruct the game and it generates an immersive experience in real-time. This further reinforces the idea that AI can unlock new potential and create innovative experiences in various creative domains.

    Recent Episodes from All-In with Chamath, Jason, Sacks & Friedberg

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

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

    (0:00) Bestie intros: Live from the RNC!

    (1:34) Reacting to the assassination attempt against President Trump

    (12:52) Impact of charged rhetoric

    (21:15) Secret Service's massive failure; institutional decay

    (37:02) Inside the RNC: Sacks breaks down his speech

    (41:16) Trump picks JD Vance as his running mate

    (58:52) All-In Summit scholarship applications are LIVE!

    (59:46) VC update: Exits creeping back, Sequoia's secondary offering for Stripe, Google in talks to acquire Wiz for $23B

    Apply for the All-In Summit:

    https://summit.allinpodcast.co

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Sacks RNC speech:

    https://www.youtube.com/watch?v=rLArznk0Ns4

    Jason's links (16:34):

    https://pt.icct.nl/article/donald-trump-aggressive-rhetoric-and-political-violence

    https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

    https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

    Referenced in the show:

    https://www.foxnews.com/us/trumps-attempted-assassin-posted-message-before-shooting-july-13-my-premiere-watch-unfolds

    https://abcnews.go.com/US/trump-assassination-attempt-investigation-continues-new-details/story?id=112020474

    https://x.com/TeslaVee/status/1813785645472690479

    https://www.cnn.com/2024/02/08/politics/fact-check-trump-january-6/index.html

    https://x.com/DylanByers/status/1811855698566975936

    https://x.com/newrepublic/status/1810009748697448541

    https://pt.icct.nl/sites/default/files/import/pdf/nacos-et-al.pdf

    https://www.nytimes.com/interactive/2019/08/11/business/media/el-paso-killer-conservative-media.html

    https://www.vice.com/en/article/wx83v4/even-trumps-defense-secretary-during-the-capitol-riot-blames-him-for-inciting-it

    https://apnews.com/article/trump-rubio-vance-burgum-scott-stefanik-vp-11ec39b0da11152ad110ff987d4eaeee

    https://www.youtube.com/watch?v=pot7R0Affjs

    https://x.com/cb_doge/status/1813289249288134660

    https://x.com/mualphaxi/status/1812579998735491327

    https://x.com/DavidSacks/status/1813270784942494110

    https://theintercept.com/2022/07/14/jan-6-texts-deleted-secret-service

    https://x.com/yashar/status/1813757637584134615

    https://www.nytimes.com/2024/07/16/us/politics/trump-vance-vp-decision.html

    https://x.com/VivekGRamaswamy/status/1812929198433964249

    https://www.usatoday.com/story/news/politics/elections/2024/07/17/peter-thiel-boosted-jd-vance-career/74397520007

    https://x.com/RitaPanahi/status/1813790835332595863

    https://x.com/RWTNews/status/1813779819697725669

    https://www.youtube.com/watch?v=h4FnpoNU8AI

    https://www.youtube.com/watch?v=Xejs4gGUpjE

    https://www.axios.com/2024/07/15/sequoia-capital-stripe

    https://www.wsj.com/business/deals/google-near-23-billion-deal-for-cybersecurity-startup-wiz-622edf1a

    https://pitchbook.com/news/reports/q2-2024-pitchbook-nvca-venture-monitor-first-look

    https://www.axios.com/2024/07/18/president-biden-drop-out-election-democrats

    https://www.youtube.com/watch?v=XJP2zlH2nt8

    https://www.semafor.com/article/07/17/2024/donors-cash-is-drying-up-jeffrey-katzenberg-warns-biden-in-private-meeting

    Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

    Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

    (0:00) Bestie intros!

    (4:29) Macro picture: Soft landing secured? Rate cut on the horizon? Plus: partisan economic perception

    (20:48) AI sentiment turns bearish due to massive spend with little revenue

    (40:51) A16Z's 20K GPU cluster

    (46:41) Broad implications of France elections

    (1:06:10) Hot swap update: President Biden holds firm as backers flee, press corps chaos, speed-run primary chances

    Apply for All-In Summit: https://summit.allinpodcast.co

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://x.com/teddyschleifer/status/1811423421861113915

    https://www.cnbc.com/2024/07/11/cpi-inflation-report-june-2024.html

    https://www.barrons.com/livecoverage/stock-market-today-071124/card/odds-of-a-september-rate-cut-jump-as-inflation-cools-Du34tNx5OPXwQpXrKTT2

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

    https://www.google.com/finance/quote/SPY:NYSEARCA

    https://ycharts.com/indicators/sp_500_pe_ratio

    https://www.cbsnews.com/news/cbs-news-poll-analysis-americans-rate-economy-partisan-lens

    https://www.morningstar.com/news/marketwatch/20240709188/heres-how-far-the-dow-has-fallen-behind-the-sp-500-so-far-in-2024

    https://youtu.be/R6hJh-OwoZw

    https://www.sequoiacap.com/article/ais-600b-question

    https://www.goldmansachs.com/intelligence/pages/gs-research/gen-ai-too-much-spend-too-little-benefit/report.pdf

    https://www.theinformation.com/articles/andreessen-horowitz-is-building-a-stash-of-more-than-20-000-gpus-to-win-ai-deals

    https://x.com/natfriedman/status/1668650915505803266

    https://www.dailymail.co.uk/news/article-13594307/french-election-candidates-drop-rn-le-pen-victory.html

    https://x.com/CilComLFC/status/1810110921383010563

    https://www.nytimes.com/2024/07/10/opinion/joe-biden-democratic-nominee.html

    https://www.politico.com/newsletters/playbook/2024/07/11/what-obama-and-pelosi-are-doing-about-biden-00167520

    https://www.nbcnews.com/politics/2024-election/disastrous-biden-campaign-fundraising-takes-major-hit-rcna161214

    https://x.com/greenfield64/status/1811199262350532767

    https://x.com/Olivianuzzi/status/1808924240529535352

    https://x.com/peterjhasson/status/1811052411584164210

    https://youtu.be/kOeARghNIaY

    https://www.semafor.com/article/07/07/2024/blitz-primary-could-open-up-democratic-race-if-biden-drops-out

    The Jonathan Haidt Interview

    The Jonathan Haidt Interview

    (0:00) New format: The All-In Interview!

    (0:59) Jonathan Haidt joins Jason and Friedberg: broader themes of his work, gamification and supercharged social media

    (12:39) Understanding how humans are wired from an evolutionary biology perspective

    (27:22) Haidt's proposals to help younger generations

    (33:12) Linking themes and trends in Haidt's books with recent college protests

    (48:17) Explaining traditional liberalism and conservatism

    (56:55) Lightning Round: Parenting tips, Gen Z employees

    Jonathan's website:

    https://jonathanhaidt.com

    Buy The Anxious Generation:

    https://www.anxiousgeneration.com/book

    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

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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.anxiousgeneration.com/take-action

    https://www.azquotes.com/quote/1385350

    https://www.azquotes.com/quote/926752

    https://www.thecoddling.com/chapter-1-antifragility

    https://www.anxiousgeneration.com

    https://www.afterbabel.com

    https://letgrow.org

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

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

    (0:00) Bestie Intros!

    (5:51) Democrats and their donors are falling out; President Biden to resign? Will VP Harris be the nominee?

    (26:22) Cognitive decline coverup, Bestie strategy for Dems

    (34:38) SCOTUS clarifies social media moderation

    (47:06) SCOTUS overturns Chevron, limiting the power of federal agencies

    (1:00:03) SCOTUS to hear case on restricting online porn in Texas

    (1:05:27) SCOTUS rules in favor of President Trump in immunity case

    Join/host a meetup: https://app.getriver.io/all-in

    Apply for All-In Summit: https://summit.allinpodcast.co

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

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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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

    https://www.nytimes.com/2024/07/03/us/politics/biden-withdraw-election-debate.html

    https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1720024531014

    https://www.newsweek.com/putin-houthis-cruise-missiles-russia-yemen-1919434

    https://www.ft.com/content/d431b97f-7431-4066-bd80-9dab3b215fea

    https://www.axios.com/2024/06/30/top-aides-shielded-biden-white-house-debate

    https://www.foxnews.com/media/stephanopoulos-snaps-nikki-haley-saying-biden-wont-finish-term-excuse-me-how-do-you-know

    https://x.com/TheKevinDalton/status/1806669560852218045

    https://x.com/0rf/status/1807620571934478683

    https://www.cbsnews.com/news/supreme-court-social-media-laws-florida-texas

    https://www.supremecourt.gov/opinions/23pdf/22-277_d18f.pdf

    https://www.nbcnews.com/politics/supreme-court/supreme-court-justice-voting-decisions-2024-rcna151268

    https://www.supremecourt.gov/opinions/23pdf/22-451_7m58.pdf

    https://www.scotusblog.com/2024/06/supreme-court-strikes-down-chevron-curtailing-power-of-federal-agencies

    https://www.reuters.com/legal/us-supreme-court-hear-challenge-texas-age-verification-online-porn-2024-07-02

    https://x.com/noalpha_allbeta/status/1808265251202167183

    https://x.com/ewarren/status/1808241509738631388

    https://www.axios.com/2019/06/01/supreme-court-justices-ideology

    https://www.politico.com/news/magazine/2024/06/02/supreme-court-justice-math-00152188

    https://www.supremecourt.gov/opinions/23pdf/23-939_e2pg.pdf

    https://www.scotusblog.com/2024/07/justices-rule-trump-has-some-immunity-from-prosecution

    https://www.nbcnews.com/news/us-news/qanon-shaman-sentenced-3-years-role-capitol-riot-rcna5825

    https://x.com/unusual_whales/status/1808558981457326368

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

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

    (0:00) Bestie intros!

    (1:54) Debate recap and analysis: Hot swap incoming?

    (16:53) Subverting democracy, power grab, Democratic party shakeup

    (36:43) Why tech job postings are down significantly from pre-COVID levels

    (42:43) OpenAI considering for-profit conversion

    (54:11) The problem with safety-focused AI startups

    (1:03:20) EU charges Microsoft with antitrust violations for bundling Teams into Office

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

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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.predictit.org/markets/detail/7057/Who-will-win-the-2024-Democratic-presidential-nomination

    https://polymarket.com/event/will-biden-drop-out-of-presidential-race?tid=1719589320811

    https://youtu.be/R6hJh-OwoZw

    https://x.com/KellyO/status/1806505436457189594

    https://x.com/WesternLensman/status/1806660589315658003

    https://x.com/stoolpresidente/status/1806496453545586779

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

    https://www.theinformation.com/articles/openai-ceo-says-company-could-become-benefit-corporation-akin-to-rivals-anthropic-xai

    https://www.bloomberg.com/news/articles/2024-06-19/openai-co-founder-plans-new-ai-focused-research-lab

    https://www.youtube.com/watch?v=YMnkqY98Cyo

    https://x.com/benioff/status/1805664701298491623

    https://www.youtube.com/watch?v=CwQMMzoeH9s

    https://x.com/JoeBiden/status/1806739920255320347

    In conversation with President Trump

    In conversation with President Trump

    (0:00) Bestie intros: Big house talk!

    (1:37) Economy: Regulation, taxes, tariffs, taming inflation, de-dollarization

    (12:02) Federal debt: growth, spend control, where to cut, role of energy, nuclear

    (20:22) Foreign policy: Ukraine/Russia

    (25:05) Foreign policy: Israel/Palestine

    (28:13) Abortion: Stance on a national ban

    (31:09) Foreign policy: China

    (32:33) COVID: Origins, Fauci relationship, deep state, bad deals

    (39:39) Border: Wall, immigration, H-1Bs, recruiting global talent

    (46:07) JFK Files: Full release, importance of transparency

    (48:06) Debate prediction

    (50:15) Post-interview debrief

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

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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/tyler/status/1803872859938549920

    https://x.com/cameron/status/1803876953860247831

    https://x.com/LHSummers/status/1802097688269181436

    https://x.com/davidsacks/status/179888324567070746

    Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

    Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser

    (0:00) Bestie intros: bringing up the energy!

    (8:48) Trump fundraiser recap

    (23:16) Elon's comp package approved by shareholders

    (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC

    (50:17) OpenAI reportedly hits a $3.4B revenue run rate

    (1:05:26) Macro debate: State of the US economy?

    Follow Tim Naki:

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

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

    https://x.com/eoghan/status/1799161733766062545

    https://x.com/bennyjohnson/status/1800979079472288145

    https://x.com/bennyjohnson/status/1797086962626494840

    https://x.com/elonmusk/status/1801084780035154058

    https://x.com/jhall/status/1795794521604718814

    https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion

    https://companiesmarketcap.com

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

    https://x.com/chiefaioffice/status/1801022115426009309

    https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en

    https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en

    https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm

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

    https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024

    https://fred.stlouisfed.org/series/CES0500000003

    https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf

    https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html

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

    https://x.com/VinnyLingham/status/1801129023168454907

    https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders

    https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1

    https://x.com/jameslavish/status/1801248976911634648

    https://x.com/peterfenton/status/1801300735520608529

    DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

    DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

    (0:00) Besties intros!

    (2:10) Responding to recent media coverage

    (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft

    (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop

    (58:36) Citadel and BlackRock back TXSE to take on NYSE and Nasdaq

    (1:02:34) Apple to announce OpenAI iPhone deal at WWDC

    (1:09:07) Science Corner: Alarming ocean temps continue, what to expect for hurricane season

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://www.youtube.com/watch?v=dQQhAg0mfF8

    https://x.com/vkhosla/status/1769529054955446533

    https://x.com/vkhosla/status/1796293773389127987

    https://x.com/shaunmmaguire/status/1796415146077954329

    https://x.com/DavidSacks/status/1798100723617698097

    https://x.com/SawyerMerritt/status/1798779830521000426

    https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html

    https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a

    https://companiesmarketcap.com

    https://www.youtube.com/watch?v=F9cO3-MLHOM

    https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519

    https://www.reddit.com/user/DeepFuckingValue

    https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4

    https://x.com/TheRoaringKitty/status/1789807772542067105

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

    https://www.youtube.com/watch?v=M-VO6dtFRes

    https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301

    https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue

    https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb

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

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

    https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba

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

    https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other

    https://x.com/leonsimons8/status/1793319395080520036

    Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

    Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

    (0:00) Bestie Intros: Jason's first show for his new production company

    (2:15) Why Sacks and Chamath are hosting a Trump fundraiser

    (18:40) House COVID investigation: findings, cover-up, what's next?

    (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades

    (53:04) Crypto Corner with Chamath

    (1:04:15) State of SaaS: Salesforce drops 20%, market teetering

    (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records

    (1:37:36) Are we seeing an AI correction?

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures

    https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform

    https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute

    https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report

    https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance

    https://x.com/emilyakopp/status/1795482121739354552

    https://x.com/R_H_Ebright/status/1795454118594568312

    https://www.youtube.com/watch?v=jGxSlW0NrB4

    https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance

    https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html

    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390

    https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext

    https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor

    https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit

    https://x.com/KatherineEban

    https://x.com/emilyakopp

    https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics

    https://www.youtube.com/watch?v=nvQTXAgtA6s

    https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf

    https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500

    https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict

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

    https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down

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

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

    (0:00) Bestie intros: Recapping "General AI Hospital"

    (2:46) Scarlett Johansson vs. OpenAI

    (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations

    (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem

    (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data

    (1:02:36) New study shows plastics in testicles

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://x.com/BobbyAllyn/status/1792679435701014908

    https://x.com/sama/status/1790075827666796666

    https://openai.com/index/how-the-voices-for-chatgpt-were-chosen

    https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice

    https://x.com/SydSteyerhart/status/1792981291266138531

    https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees

    https://x.com/sama/status/1791936857594581428

    https://x.com/ilyasut/status/1790517455628198322

    https://x.com/janleike/status/1790603862132596961

    https://x.com/janleike/status/1791498184671605209

    https://openai.com/index/openai-announces-leadership-transition

    https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

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

    https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat

    https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo

    https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022

    https://chamath.substack.com/p/2023-annual-letter

    https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula

    https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden

    https://fred.stlouisfed.org/series/CCLACBW027SBOG

    https://x.com/KariLake/status/1792986501820850333

    https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation

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

    https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d

    https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781

    https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x

    https://pubmed.ncbi.nlm.nih.gov/12708228

    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247

    https://pubmed.ncbi.nlm.nih.gov/21524797

    https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133

    https://www.youtube.com/watch?v=o6yuYkfNh-k

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

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

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