Logo

    E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more

    The US-China trading relationship is shifting as China seeks alternative currencies and invests in the West, leading to the potential creation of a trading block independent of the US dollar. China's demographic challenges and anti-capitalist tendencies add further complexity.

    enJune 02, 2023

    About this Episode

    (0:00) Bestie intros + Vegas recap!

    (4:01) Sacks donation strategy, Biden's uncomfortable truth, mental acuity concerns, fantasy picks for president!

    (30:43) Debt ceiling agreement, US debt situation, is USD dominance in trouble?

    (1:11:34) Book banning follow-up

    (1:19:10) Nvidia going for a vertically integrated monopoly in AI hardware

    (1:26:31) Biden's fall, populism in both parties

     

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    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.nytimes.com/2023/04/21/us/politics/biden-public-appearances-media.html

    https://nypost.com/2023/04/26/biden-cheat-sheet-shows-he-had-advance-knowledge-of-journalists-question

    https://www.bloomberg.com/news/articles/2023-05-31/jpmorgan-s-jamie-dimon-says-maybe-one-day-i-ll-serve-my-country

    https://twitter.com/billackman/status/1663959113703751720

    https://apnews.com/article/debt-limit-biden-mccarthy-house-votes-9375cce9b7526b2d0a5728f8d4a18a0a

    https://apnews.com/article/debt-ceiling-deal-food-aid-student-loans-3c284b01d95f8e193bca8d873386400e

    https://www.onceinaspecies.com/p/643-april-2023-market-update-on-bitcoin

    https://cryptohayes.substack.com/p/exit-liquidity-3052309e6bfa

    https://www.imf.org/en/Blogs/Articles/2021/05/05/blog-us-dollar-share-of-global-foreign-exchange-reserves-drops-to-25-year-low

    https://www.wsj.com/articles/saudi-arabia-considers-accepting-yuan-instead-of-dollars-for-chinese-oil-sales-11647351541

    https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799

    https://www.cnbc.com/2023/03/15/does-chinas-role-in-saudi-iran-rapprochement-represent-a-new-order-.html

    https://www.barrons.com/articles/dollar-china-petro-yuan-saudi-b0b6e48f

    https://www.bloomberg.com/news/articles/2023-03-30/brazil-takes-steps-to-transact-in-yuan-as-ties-with-china-grow

    https://www.reuters.com/article/brazil-economy-fx/yuan-tops-euro-as-brazils-second-currency-in-foreign-reserves-idUSL1N3632DU

    https://www.bloomberg.com/news/articles/2023-04-24/brics-draws-membership-requests-from-19-nations-before-summit

    https://pen.org/index-of-school-book-bans-2022

    https://www.newsweek.com/kill-mockingbird-other-books-banned-california-schools-over-racism-concerns-1547241

    https://www.independent.co.uk/arts-entertainment/books/news/james-bond-ian-fleming-books-rewritten-b2289747.html

    https://www.theguardian.com/books/2023/feb/20/roald-dahl-books-rewrites-criticism-language-altered

    https://twitter.com/mdcps/status/1661194749821218818

    https://resources.nvidia.com/en-us-grace-cpu/nvidia-grace-hopper

    https://twitter.com/jacobkschneider/status/1664343681321541636

    https://youtu.be/CwJaSa335mE

    🔑 Key Takeaways

    • Cherishing Memorable Moments and Positive Experiences: The Importance of Friendship and Adventure
    • Transparency, personal values, and the capability of the elected president are crucial factors in determining political giving and ensuring effective leadership for the country.
    • The President, like any elite professional, should be continuously evaluated for their capabilities, emphasizing the importance of public engagement and facing hard questions for potential leaders.
    • The conversation emphasizes the need for transparency in media interactions with the Biden administration and the public's desire to witness a vibrant debate.
    • The current political landscape calls for more qualified leaders and alternative options, as highlighted by discussions around cognitive tests for candidates and a desire for fresh faces in office.
    • The rise of unexpected candidates like Donald Trump and Ross Perot shows that anyone, including independent candidates, can have a significant impact on presidential elections. This challenges traditional political structures and prompts us to consider new possibilities.
    • DeSantis's experience as the governor of Florida during the COVID crisis and his successful handling of the state's economy make him the most qualified leader, despite conflicting opinions on Trump. Being able to discern inaccuracies in the media is crucial.
    • The increasing interest payments on US debt pose a serious challenge to the government's ability to fund crucial programs, highlighting the need for proactive measures to ensure long-term financial stability.
    • Addressing the concerns about the funding of social security and Medicare requires not just incremental spending cuts, but also bipartisan support and long-term solutions like refinancing the debt.
    • While David Friedberg believes in a robust demand for US Treasuries and the US dollar, Chamath Palihapitiya expresses concerns about dwindling interest, revealing differing views on their future stability.
    • The US-China trading relationship is shifting as China seeks alternative currencies and invests in the West, leading to the potential creation of a trading block independent of the US dollar. China's demographic challenges and anti-capitalist tendencies add further complexity.
    • China's declining birth rate and aging population, issues in its banking system and potential real estate bubble, along with efforts by various countries to reduce dependence on the U.S. dollar, present challenges and opportunities for China's economy.
    • While the Chinese yuan is not directly pegged to the US dollar, China's control over the exchange rate and the lack of alternative currencies create limitations for global diversification away from the dollar. Consideration of alternatives such as gold may provide protection against political implications.
    • Countries are beginning to explore settlement in their own currencies or multiple currencies, reducing reliance on the US dollar and looking for stability in other economies.
    • Despite budget deficits and cultural distractions, the US maintains a strong position in innovation and entrepreneurship, particularly in fields like space, energy, cars, AI, chips, material science, and batteries. This success can be attributed to support for entrepreneurs and basic human freedoms.
    • The United States must prioritize fiscal responsibility and control spending to ensure a stable future, instead of relying solely on past successes and dominating in innovation and capitalism.
    • Balancing freedom of speech and local control is crucial in preventing the banning of important books and addressing potential political influences on curriculum decisions.
    • Parents should support preserving the original content of impactful books and carefully monitor potential hardware monopolies to ensure a balanced education and fair market competition.
    • It is crucial to prevent Nvidia from gaining complete control over the AI hardware market to maintain competition and avoid over-reliance on a single provider, which can hinder the industry's advancement and sustainability.
    • Technology advancements are driving increased demand, while it's important to prioritize mental acuity over physical appearance and consider outsider candidates. However, the Democratic Party's influence and differing opinions on suitability can impact political races and nominations.
    • Understanding the complexity of foreign policy, strategic decision-making, and fostering alliances are vital for successful governance and maintaining peace in international relations.

    📝 Podcast Summary

    A Weekend of Fun and Adventure in Vegas: From Clubs to Casinos

    The individuals had a memorable and fun-filled weekend in Vegas, highlighted by amusing incidents at the club and engaging in gambling activities like craps. Despite some disagreements, they bonded and enjoyed each other's company. It is evident that they relished the excitement of the club scene and the thrill of winning at the casino. Additionally, there's a mention of David Sacks receiving media attention for being the architect behind Ron DeSantis' potential presidential campaign. Overall, the conversation showcases the jovial and adventurous spirit of the group, emphasizing the importance of cherishing memorable moments and positive experiences with friends.

    Divergent Strategies of Political Giving and Support for Presidential Candidates

    David Sacks and Chamath Palihapitiya have different strategies when it comes to political giving and supporting presidential candidates. David Sacks supports both RFK for the Democratic Party nomination and DeSantis on the Republican side, without seeing any contradiction. He believes that if both candidates make it to the general election, it would be a high-class problem to have. On the other hand, Chamath Palihapitiya puts his money where his mouth is and supports causes he has already discussed on the pod, without any hidden agendas. The conversation also highlights concerns about President Biden's mental acuity and the perception of a shadow government running the country. David Friedberg supports Bobby Kennedy partly to put Biden's mental acuity to test and ensure that the elected president remains in charge. These differing perspectives emphasize the importance of transparency, personal values, and ensuring the president's capability to lead the country effectively.

    Concerns about President Biden's Cognitive Abilities and Limited Public Appearances

    There are concerns regarding President Biden's cognitive abilities and his lack of public appearances. Some individuals believe that his limited engagement with the media may be fueling the perception of cognitive decline. There is also discussion about the importance of debating and facing hard questions, as it serves as a cognitive test for potential leaders. Additionally, the conversation highlights the potential impact of international issues such as the Ukraine war and the relationship with China. The key point emphasized is that the President, as the most important person in the world and in a crucial role, should be on top of their game and continuously evaluated for their capabilities, just like an athlete or any elite professional.

    Media Cooperation with Biden Administration and Concerns about Impartiality

    David Friedberg and Chamath Palihapitiya are discussing the issue of media cooperation with the Biden administration. They are debating whether the media provides questions to Biden in advance, implying a lack of impartiality. Friedberg argues that this is not the same as announcing a campaign and suggests it is important to acknowledge the difference. Both express their concerns about Biden's ability to make independent decisions and the lack of turnover in the White House. Friedberg emphasizes the need for Biden to demonstrate his mental sharpness on the debate stage, while Palihapitiya mentions that Biden's healthy lifestyle may work in his favor. In summary, the conversation highlights the importance of transparency and the public's desire to witness a vibrant debate.

    The Need for Change in Political Landscape: Cognitive Tests and Fresh Faces

    There is a growing sentiment that the current political landscape is in need of change. The idea of introducing cognitive tests for political candidates is being discussed, indicating a desire for more qualified and competent leaders. Additionally, the conversation highlights the fatigue and uninspiration that many people feel towards the current choices for political office. There is a longing for fresh faces and alternative options, as demonstrated by the discussion around Jamie Dimon potentially running for office. However, it is acknowledged that the process of changing how candidates are selected will be slow. Overall, this conversation emphasizes the need for new perspectives and a shift away from the status quo in politics.

    The Potential for Unconventional Candidates in Politics

    While it may be unlikely for a banker to get the nomination of a major party in the current political climate with strong populist movements, the rise of unexpected candidates like Donald Trump and Ross Perot has shown that anything is possible. The conversation highlights the potential for independent candidates to make significant impact, as seen with Perot's 20 million votes. The idea of changing the constitution to allow non-nationals to run for president is also discussed, challenging the notion that being born in the country is a requirement for presidential candidacy. This conversation prompts us to consider the possibilities for unconventional candidates in the future and to question existing political structures and norms.

    Ron DeSantis: The Most Competent Leader for Our Country

    Both David Sacks and Chamath Palihapitiya believe that Ron DeSantis is the most competent person to run the country right now. Despite acknowledging Jamie Dimon's competence and expertise as an executive, they argue that DeSantis's experience as the governor of Florida during the COVID crisis and his successful handling of the state's economy make him more qualified. They also express their dissatisfaction with the mainstream media and the influence of so-called "fake experts," highlighting the importance of being able to discern their inaccuracies. While they have differing opinions on Trump's performance as president and his response to COVID, they agree that DeSantis's recent clashes with Trump have showcased his ability to respond effectively in challenging situations.

    The Growing Impact of US Debt and Interest Payments on the Federal Budget

    The US is facing a concerning situation with its mounting debt and increasing interest payments. The charts and analysis discussed highlight the significant impact it has on the federal budget. Currently, 8% of the budget goes towards interest spending, but by fiscal year 2025, it is projected to be 26%, and it may even grow to half of the budget in the future. This poses a serious challenge as it limits the government's ability to fund crucial programs like defense, social security, and Medicare. The conversation emphasizes the need for proactive measures to address the debt issue and find solutions that ensure the country's financial stability in the long run.

    The Impending Crisis: Funding Social Security and Medicare in the US Government

    There is a growing concern about the US government's ability to fund social security and Medicare due to the increasing interest payments on the debt. While politicians may avoid touching these programs as a policy or election strategy, the economic reality is catching up to them. The recent debt deal by Republicans is seen as a small step in the right direction, but it falls short considering the overall size of the budget. It is clear that simply chipping away at spending won't be enough to address the problem. It is likely that all programs will need to be cut back in order to meet debt obligations, or else the country may face significant inflation. Achieving a balanced budget and reducing overall debt requires bipartisan support and a focus on long-term solutions, such as refinancing the debt with longer-term bonds.

    Perspectives on the Future of US Treasuries and the US Dollar

    There is a disagreement about the future of US Treasuries and the United States dollar as the anchor currency for governments and central banks. David Friedberg believes that there will continue to be a robust demand for US government debt and that the US dollar will remain the preferred currency. He argues that the government should focus on cutting revenue rather than expenses to address debt issues. On the other hand, Chamath Palihapitiya raises concerns about dwindling interest in US Treasuries, particularly from foreign governments like China. However, David Friedberg dismisses these concerns as low probability events and focuses on strategies that have worked for him in the past. Ultimately, the conversation highlights the contrasting perspectives on the future stability of US Treasuries and the US dollar.

    The Changing Dynamics of the US-China Trading Relationship

    There is a significant shift happening in the global economy, particularly regarding the trading relationship between the United States and China. In the past, China would sell goods to the US, generating trade surpluses, which they would then use to buy US assets like treasuries. This created a cozy relationship where the US could spend money and China could fund it cheaply. However, this relationship is now changing as the US is starting to decouple from China. China is seeking alternative currencies like the RMB for transactions and focusing on investing in the West rather than the East. There is a trend towards creating a trading block that is not dependent on the US dollar. China's demographic challenges and anti-capitalist tendencies further complicate the situation.

    China's Demographic and Economic Challenges and Global Trend of Diversifying Away from the U.S. Dollar

    There are significant concerns about China's demographic and economic challenges. While it is true that China is facing a declining birth rate and aging population, which poses a long-term problem, there is also a recognition that the country has real issues in its banking system and a potential real estate bubble. Additionally, there is a notable global trend where countries like Brazil, Russia, India, China, and South Africa are looking to diversify away from the U.S. dollar. While it may not be immediate or easy to replace the dollar as the world's reserve currency, these countries are making efforts to conduct more transactions outside of the dollar and reduce their holdings of U.S. treasuries. Despite these trends, it is still crucial to consider the Chinese yuan's peg to the U.S. dollar, which limits their ability to decouple from the dollar and freely float their currency.

    The Geopolitical Power of the US Dollar and Implications for the Chinese Yuan

    The US dollar holds significant geopolitical power and influence. While the Chinese yuan is not directly pegged to the USD, it is not a free-floating currency either. China still controls the exchange rate between the yuan and the US dollar, indicating the dominance of the dollar. This has global implications as the US has imposed sanctions on numerous countries, leading to a desire for diversification away from the dollar. However, there is currently no alternative currency ready to replace the dollar, and the yuan's lack of an open capital account limits its potential. As a result, countries may look to other alternatives such as gold for diversification and protection against the politicization of the US dollar.

    The Shift Towards Diversifying Currencies in Global Transactions

    There is a growing movement towards diversifying currencies in global transactions. While the US dollar has been dominant, countries like China and Brazil are starting to settle in their own currencies or explore transactions in multiple currencies. This shift is not about completely abandoning the US dollar, but rather about reducing reliance on it and exploring the stability of other economies. It reflects a growing awareness of the debt, demographic, and economic problems faced by various countries, including the US. While the US may still be an innovation hub and offer civil rights and freedom, the economic status and deficit issue necessitate caution and protection of currencies and assets.

    The United States' Dominance in Innovation and Entrepreneurship Despite Challenges

    The United States continues to maintain its dominance in key areas of innovation and entrepreneurship, despite challenges in other aspects such as budget deficits and cultural distractions. The US holds a strong position in fields like space, energy, cars, AI, chips, material science, and batteries, where it is considered the clear winner. China, on the other hand, is currently stalled out and facing setbacks. This success is attributed to the support for entrepreneurs and the basic human freedoms that exist in the US. While there are concerns about the budget and the need for fiscal discipline, it is crucial to recognize the US's winning position in innovation and its ability to adapt and thrive.

    Concerns about Unsustainable Federal Spending and the Importance of Fiscal Responsibility

    There is a concern about the unsustainable federal spending in the United States. The participants agree that the country's dominance in innovation and capitalism is commendable, but this should not overshadow the need for fiscal responsibility. The unchecked federal spending, combined with other issues such as an uncontrolled southern border, declining cities, and involvement in international conflicts, raises concerns about the nation's future. While the participants acknowledge the potential challenges faced by rising powers like China, they emphasize the importance of making the right decisions now to maintain the United States' position. The focus should be on controlling spending and ensuring a stable economic and political future, rather than relying solely on past successes.

    The Nuanced Issue of Book Control in Schools

    There is a nuanced issue surrounding the banning, or rather, the control of books in schools. While it may not be a complete ban on books, the decision-making power lies at the local level, which can result in imperfect choices. Some books that should not be banned may be banned, while others that are deemed inappropriate may still be available. Additionally, there is a concern about important classic books like To Kill a Mockingbird or Huck Finn being removed from the curriculum for political reasons, contrary to their intention of addressing racism. This highlights the need for a balanced approach to ensure freedom of speech while considering the potential influence of specific interest groups at the local level.

    The Importance of Preserving Original Content in Books and Monitoring Potential Hardware Monopolies

    Parents should have the right to determine what books are in school libraries, even if it means imperfect and variable decision-making. While there are debates about when certain topics should be introduced to children, editing books or removing them completely is not the solution. It is important to preserve the original content of impactful books, even if they were written in a different time with different language. The idea of editing a book is seen as a form of mind control and manipulation. Instead, parents can choose to homeschool their children if they disagree with the school's curriculum. Nvidia's unveiling of the GPU CPU super chip signals a potential move towards creating a hardware monopoly, which should be carefully monitored.

    The Need for Competition in the AI Hardware Market

    The rapid innovation and dominance of Nvidia in the AI hardware market could lead to a one-company monopoly. This poses a potential problem as it limits vendor diversity and leaves no alternatives for hyperscalers like Amazon, Google, and Microsoft. However, it is expected that other players, including AMD, Facebook, Google, Microsoft, and Amazon, will take action to prevent Nvidia's complete control over the market. Competition is necessary to balance forecasts and avoid becoming too reliant on a single hardware provider. Additionally, there are software efficiencies and advancements that may reduce the demand for GPU and CPU, potentially impacting the market dynamics. Overall, maintaining a competitive landscape and avoiding a monopolistic situation is important for the advancement and sustainability of the AI hardware industry.

    The Impact of Technology Advancements, Political Sentiments, and Mental Acuity on Various Industries

    There is a growing demand for improved technology and its application across various industries. As performance improves and costs decline, there will be new ways to utilize this technology, leading to a nonlinear increase in demand. Cloud independent models and fine tuning are allowing for cheaper and quicker inference, which will revolutionize applications. While physical health concerns arise, empathy should be given, as these incidents are normal and should not solely determine a candidate's capability to lead. It is important to focus on mental acuity rather than physical appearance. There is a sentiment among voters, both on the left and right, that favors outsider candidates and rejects establishment figures. The Democratic Party's influence over the nomination process can hinder these outsider chances. The potential for a Newsom-DeSantis race in 2024 exists, although it is a wild possibility. Joe Manchin is viewed as an amazing American patriot, but opinions vary on his suitability for higher positions. RFK Jr. stands out for his deviation from Democratic Party orthodoxies, particularly in terms of free speech and against censorship.

    The Significance of Informed Foreign Policy Decisions and Effective Diplomatic Engagement

    Understanding the complexity of foreign policy is crucial for effective governance. Chamath Palihapitiya highlights how Robert F. Kennedy Jr. deeply comprehends the situation in Ukraine, demonstrating the importance of in-depth knowledge in dealing with international issues. Additionally, the conversation emphasizes the significance of diplomatic relations and avoiding provocative actions. Jared Kushner's understanding of the red line regarding Ukraine's entry into NATO shows the need for strategic decision-making to avoid conflicts and maintain peace. The discussion also touches upon the positive impact of fostering alliances, as exemplified by the Abraham records and the alignment of interests between Israel and Middle Eastern nations. Conversely, the conversation points out the potential consequences of alienating allies, as seen in the strained relationship between the United States and Saudi Arabia. Overall, this conversation highlights the significance of informed foreign policy decisions and effective diplomatic engagement for successful governance.

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

    In conversation with Sam Altman

    In conversation with Sam Altman

    (0:00) Welcoming Sam Altman to the show!

    (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more

    (21:56) How advanced agents will change the way we interface with apps

    (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry

    (42:02) AI regulation, UBI in a post-AI world

    (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company

    (1:05:33) Post-interview recap

    (1:10:38) All-In Summit announcements, college protests

    (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next?

    (1:29:41) Google unveils AlphaFold 3.0

    Follow Sam:

    https://twitter.com/sama

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

    https://sacra.com/c/openai

    https://twitter.com/tim_cook/status/1787864325258162239

    https://openai.com/index/introducing-the-model-spec

    https://twitter.com/SabriSun_Miller/status/1788298123434938738

    https://www.archives.gov/founding-docs/bill-of-rights-transcript

    https://twitter.com/ClayTravis/status/1788312545754825091

    https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html

    https://www.youtube.com/watch?v=snbTCWL6rxo

    https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html

    https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036

    https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model

    In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

    In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

    (0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg

    (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7

    (28:18) Paths forward, documentary decisions, involvement of women in protests

    (53:03) Post-interview debrief

    (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1

    Follow Sheryl:

    https://twitter.com/sherylsandberg

    Watch Screams Before Silence:

    https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/fakechamath

    https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

    https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html

    https://news.un.org/en/story/2024/03/1147477

    https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/

    https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html

    https://github.com/Profluent-AI/OpenCRISPR

    Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

    Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

    (0:00) Bestie Intros: Reservation Tips!

    (5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings

    (22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years

    (47:25) FTC bans noncompetes: impact on startups and company formation

    (1:00:33) Besties reminisce on their encounters with Steve Jobs

    (1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done?

    (1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://ai.meta.com/blog/meta-llama-3

    https://huggingface.co/meta-llama/Meta-Llama-3-8B

    https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem

    https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3

    https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html

    https://www.youtube.com/watch?v=kiMTRQXBol0

    https://twitter.com/AravSrinivas/status/1781099224169320500

    https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge

    https://twitter.com/lauramaywendel/status/1782040453266710551

    https://twitter.com/naveengrao/status/1781491370114633816

    https://twitter.com/winglian/status/1783456379199484367

    https://www.meta.ai

    https://twitter.com/chamath/status/1780302197772952049

    https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out

    https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21

    https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand

    https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01

    https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d

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

    https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html

    https://www.tesla.com/blog/master-plan-part-deux

    https://twitter.com/chamath/status/1776663647735218491

    https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf

    https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html

    https://palmetto.com

    https://www.youtube.com/watch?v=pja_n8ThDsU

    https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit

    https://twitter.com/DavidSacks/status/1777496946263134414

    https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html

    https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements

    https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes

    https://www.techemails.com/p/steve-jobs-emails-adobes-ceo

    https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android

    https://www.youtube.com/watch?v=CWOt9Cjq2mw

    https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package

    https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150

    https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html

    https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo

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

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

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

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

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

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

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

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

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

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

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

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

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

    (0:00) Bestie Intros: Chamath recaps the Breakthrough Prize Ceremony, "High IQ foods"

    (9:49) All-In Summit update, Poker styles of Andrew Robl, Jason Koon, and Phil Hellmuth  

    (14:38) Google fires protestors

    (35:08) Chaos and culture wars at NPR

    (40:43) Humane's AI Pin: Marques Brownlee's review, the Ex-Apple issue, polarizing reactions

    (1:02:28) Startup tax crisis: How a recent provision upended R&D deductions

    (1:12:39) Sports betting scandal: NBA player Jontay Porter banned for life, explosion of sports betting in the US

    (1:23:33) How to get better at chess, childhood Bestie schemes

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://twitter.com/NoTechApartheid/status/1780278895058518468

    https://www.cnbc.com/2024/04/17/google-workers-arrested-after-nine-hour-protest-in-google-cloud-ceos-office.html

    https://www.notechforapartheid.com

    https://www.theverge.com/2024/4/17/24133700/google-fires-28-employees-protest-israel-cloud-contract

    https://twitter.com/CollinRugg/status/1779914595156808045

    https://www.haaretz.com/israel-news/2024-04-11/ty-article-magazine/.premium/saying-what-cant-be-said-israel-has-been-defeated-a-total-defeat/0000018e-cdab-dba9-a78e-efef6ba10000

    https://www.wsj.com/world/middle-east/israel-wins-gaza-battles-but-risks-losing-the-war-c6a3823f

    https://www.cnn.com/2024/01/19/middleeast/eisenkot-netanyahu-israel-war-politics-gaza-intl/index.html

    https://www.youtube.com/watch?v=3-APSXZy9UI

    https://www.nytimes.com/2024/04/02/world/middleeast/israel-gaza-aid-workers-killed.html

    https://www.haaretz.com/israel-news/2024-03-31/ty-article-magazine/.premium/israel-created-kill-zones-in-gaza-anyone-who-crosses-into-them-is-shot/0000018e-946c-d4de-afee-f46da9ee0000

    https://www.haaretz.com/israel-news/2023-12-15/ty-article/.premium/israeli-army-says-killed-three-hostages-mistakenly-identified-as-threat-in-northern-gaza/0000018c-6edd-dbd5-a39c-ffff08470000

    https://www.nytimes.com/2024/02/06/world/middleeast/israel-idf-soldiers-war-social-media-video.html

    https://twitter.com/JustStop_Oil/status/1580883249228046336

    https://www.npr.org/2024/01/24/1226035539/npr-ceo-katherine-maher-wikimedia

    https://www.npr.org/about-npr/178659563/our-mission-and-vision

    https://www.thefp.com/p/npr-editor-how-npr-lost-americas-trust

    https://www.npr.org/sections/npr-extra/2024/04/12/1244456600/from-npr-president-and-ceo-katherine-maher-thoughts-on-our-mission-and-our-work

    https://twitter.com/realchrisrufo

    https://twitter.com/wokal_distance/status/1780695504210567335

    https://www.theinformation.com/articles/has-humane-created-the-next-iphone-or-the-next-google-glass

    https://humane.com

    https://www.youtube.com/watch?v=TitZV6k8zfA

    https://www.youtube.com/watch?v=6xWXRk3yaSw

    https://www.amazon.com/Anxious-Generation-Rewiring-Childhood-Epidemic/dp/0593655036

    https://www.amazon.com/Nexus-Trilogy-Book-1-ebook/dp/B00TOZI7FM

    https://www.amazon.com/Bad-Therapy-Kids-Arent-Growing/dp/0593542924

    https://www.wsj.com/sports/basketball/jontay-porter-banned-gambling-5dd9c1a8

    https://nypost.com/2024/04/17/sports/how-jontay-porter-orchestrated-failed-nba-gambling-scandal

    https://dknetwork.draftkings.com/2024/1/31/24054415/lebron-james-joins-draftkings-football-sports

    https://www.espn.com/espn/betting/story/_/id/39563784/sports-betting-industry-posts-record-11b-2023-revenue

    https://www.espn.com/nba/story/_/id/38386013/how-nba-new-rules-resting-stars-work

    https://www.youtube.com/watch?v=U2huVf1l4UE

    E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

    E174: Inflation stays hot, AI disclosure bill, Drone warfare, defense startups & more

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

    (0:00) Bestie Intros: J-Cal is out this week!

    (0:57) All-In Summit 2024 Announcement

    (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market

    (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut?

    (45:41) AI disclosure bill: important step for creators or unnecessary?

    (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://summit.allinpodcast.co

    https://youtu.be/FgUKIRnxrxw

    https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr

    https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php

    https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html

    https://www.investing.com/economic-calendar/core-cpi-736

    https://www.investing.com/economic-calendar/cpi-733

    https://twitter.com/LHSummers/status/1778093870271664291

    https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e

    https://twitter.com/LHSummers/status/1762607548828360798

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

    https://twitter.com/chamath/status/1778098007625572487

    https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship

    https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html

    https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html

    https://twitter.com/unusual_whales/status/1778479545613439455

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

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

    https://twitter.com/chamath/status/1777017715846455470/photo/1

    https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies

    https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf

    https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html

    https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google

    https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story

    https://www.youtube.com/watch?v=xG1vOxwgqJw

    https://twitter.com/sambendett/status/1774074927437475862

    https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19

    https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12

    https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html

    https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480

    https://www.saildrone.com

    https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups

    https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country

    https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves

    https://www.allencontrolsystems.com

    https://www.allencontrolsystems.com/bullfrog

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

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

    (0:00) Meet All-In's new CEO: Jon Haile!

    (7:13) FTX Correction: Depositors are not getting "made whole"

    (19:26) Trump Media updates

    (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited?

    (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years

    (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

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

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

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

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

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

    https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458

    https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

    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