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    E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth

    The conversation highlights concerns about the administration's focus on unions and subsidies, questioning their effects on Tesla and innovation. Both speakers agree on the need for financial responsibility and controlling spending effectively.

    enJuly 14, 2023

    About this Episode

    (0:00) Addressing the podcast hack

    (2:55) Macro picture: inflation cools, what happens to rates, market sentiment, soft landing, tech run-up

    (20:34) Consumer sentiment: demand crash coming?

    (30:31) BREAKING: Ripple gets big win in SEC case, token rips

    (36:33) Lina Khan's losing streak, "spray and pray" strategy, overzealous regulators

    (51:08) EV supply/demand mismatch

    (1:04:58) Fraught NATO summit, ammo crisis, Sweden joins NATO

    (1:18:52) Science Corner: New paper on reversing cellular aging

    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.wsj.com/articles/consumer-price-index-report-june-inflation-ede7f4b1

    https://fortune.com/2023/06/05/larry-summers-floats-idea-half-point-interest-rate-hike-july

    https://www.wsj.com/articles/as-inflation-goes-down-soft-landing-odds-improve-5166e6af

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

    https://www.wsj.com/articles/disney-world-crowds-universal-studios-florida-36b0a579

    https://www.statista.com/statistics/290673/auto-loan-rates-usa

    https://www.axios.com/2023/07/10/used-cars-prices-us-economy

    https://www.macrotrends.net/stocks/charts/DIS/disney/revenue

    https://www.reuters.com/legal/us-judge-says-sec-lawsuit-vs-ripple-labs-can-proceed-trial-some-claims-2023-07-13

    https://www.wsj.com/articles/microsoft-activision-blizzard-deal-ftc-hearing-d42675f1

    https://www.ftc.gov/advice-guidance/competition-guidance/guide-antitrust-laws/single-firm-conduct/predatory-or-below-cost-pricing

    https://www.washingtonpost.com/technology/2023/07/13/ftc-openai-chatgpt-sam-altman-lina-khan

    https://twitter.com/DavidSacks/status/1678526061154295808

    https://www.axios.com/2023/07/10/unsold-electric-cars-are-piling-up-on-dealer-lots

    https://mdevelopers.com/blog/technology-adoption-curve-everything-that-you-need-to-know

    https://www.investing.com/analysis/brics-countries-planning-new-goldbacked-currency-200639843

    https://timesofindia.indiatimes.com/blogs/economic-policy/how-brics-countries-have-overtaken-the-g7-in-gdp-based-on-ppps

    https://moderndiplomacy.eu/2023/05/24/more-than-30-countries-want-to-join-the-brics

    https://www.google.com/finance/quote/BTC-USD

    https://twitter.com/chamath/status/1679141703603703808

    https://twitter.com/tobi/status/1679114154756669441

    https://www.wsj.com/articles/sweden-races-to-secure-turkish-support-for-nato-bid-2452c14f

    https://twitter.com/DavidSacks/status/1679229577732792320

    https://www.theguardian.com/world/2023/jun/14/ukraine-will-not-be-offered-timeline-for-nato-membership-at-summit-in-july

    https://www.washingtonpost.com/politics/2023/07/11/zelensky-nato-ukraine-membership-timeline

    https://www.nytimes.com/2023/07/12/world/europe/uk-ukraine-ben-wallace.html

    https://www.wsj.com/articles/american-munitions-shortage-ukraine-joe-biden-pentagon-defense-military-congress-4e6d6576

    https://twitter.com/DavidSacks/status/1678463164864667658

    https://www.dailymail.co.uk/news/article-12276665/President-claims-Zelensky-NEEDS-cluster-munitions-running-ammunition.html

    https://edition.cnn.com/2023/07/07/politics/joe-biden-cluster-munitions-ukraine/index.html

    https://www.reuters.com/world/europe/russia-says-it-may-use-similar-weapons-if-us-supplies-cluster-bombs-ukraine-2023-07-11

    https://www.cbsnews.com/news/nato-countries-maps-list-membership-requirements

    https://www.theguardian.com/world/2022/jun/29/russia-condemns-nato-invitation-finland-sweden

    https://www.aging-us.com/article/204896/pdf

    🔑 Key Takeaways

    • Effective communication and clear expectations are necessary to avoid misunderstandings and disruptions in the workplace. Emphasizing diverse perspectives contributes to a comprehensive understanding of complex issues.
    • Investors should be proactive in buying assets before the market rally occurs, with a focus on companies that possess strong product market fit and are growing through adoption and usage rather than cost-cutting.
    • In order to succeed in the tech industry, companies must prioritize innovation, build great products, and adapt to market conditions, while profitability and true product-market fit remain ongoing challenges.
    • Despite challenges, software businesses can become highly profitable in the long run by achieving dominance in their category and creating various modes to maintain their advantage.
    • Consumers need to find efficient ways to manage their finances as government incentives end, but there is optimism that consumer demand can remain resilient.
    • Despite challenges, the economy has shown resilience and may experience a soft landing with potential rate cuts. Assessing economic scenarios using quadrant charts can provide valuable insights. The decline in Disney World's traffic and the impact of rising interest rates on car loans indicate potential shifts in consumer behavior and economic trends.
    • Ripple's victory against the SEC has led to increased confidence in the crypto market and highlights the complexity of regulations surrounding cryptocurrency sales.
    • The court system plays a vital role in upholding the rule of law, resisting political pressure, and providing clarity for businesses and individuals in the tech industry.
    • Restraining and controlling the power of monopolistic tech giants is crucial. Effective regulation should focus on restraining anti-competitive tactics, potentially breaking up companies, and ensuring a fair market to support innovation and startups.
    • The FTC should refine its strategy to effectively regulate big tech, focusing on areas such as predatory pricing and dark patterns, while promoting innovation and market dynamism.
    • The mismatch between supply and demand in the EV market is driven by concerns about price, charging infrastructure, and range anxiety. Government subsidies for ineffective models highlight the interference in the free market.
    • The conversation highlights concerns about the administration's focus on unions and subsidies, questioning their effects on Tesla and innovation. Both speakers agree on the need for financial responsibility and controlling spending effectively.
    • Government spending can lead to high borrowing costs, potentially prompting market discipline. The BRICS countries' rising economic power and consideration of a gold-based currency pose challenges, while cryptocurrencies could emerge as a stable alternative. Legal battles may upend merger and acquisition norms.
    • President Zelensky's demand for Ukraine's inclusion in NATO, without showing gratitude and having unrealistic expectations, has caused friction among attendees and highlighted the complexities in Ukraine's relationship with NATO.
    • More competition, increased production, and reevaluation needed for the country's military capabilities and strategies.
    • NATO expansion is a multi-faceted issue, with arguments for both benefits and liabilities. Careful consideration is needed to weigh the potential security benefits against the financial costs and obligations.
    • Groundbreaking research on small molecules may hold the key to reversing aging and improving overall health, leading to significant advancements in medicine and potential clinical trials.
    • Drinking champagne can have negative effects on the body, but it's important to maintain positive relationships and be aware of the potential consequences of certain choices, like alcohol consumption.

    📝 Podcast Summary

    The Importance of Communication and Clear Expectations in a Professional Setting

    Communication and clear expectations are crucial in a professional setting. The disagreement between David Friedberg and Chamath Palihapitiya regarding their scheduled vacation week highlights the importance of discussing and confirming plans with colleagues. Miscommunication can lead to misunderstandings and disrupt workflow. It is essential to address potential conflicts and find solutions that accommodate everyone's needs without compromising productivity. Additionally, the conversation touches on the significance of diverse perspectives when analyzing complex issues, such as inflation and interest rates. Different viewpoints, like those expressed by Larry Summers and Brad, provide valuable insights and contribute to a well-rounded understanding of the topic.

    The Global Energy Transition and its Impact on the Market

    There is an increase in global energy transition, expenditure, and security, which requires funding. This funding comes with higher interest rates for investors. While some argue that these trends will lead to higher inflation and longer-lasting high interest rates, others believe that the equity market will experience a rally and go significantly higher. The market is expected to be supported by the trillions of dollars currently in defensive assets that will be redirected to growth assets. It is crucial to recognize that by the time sentiment changes in the market, it may already be too late to benefit from it. In the next 12 to 18 months, the bottom of the market will likely be established before the Federal Reserve begins cutting rates. It is essential to be astute and proactive in buying assets before the rally occurs. True value creation will come from companies that have built strong product market fit and are growing through adoption and usage, rather than simply cost-cutting.

    Navigating Uncertainty in the Tech Market

    The tech market outlook is uncertain and dependent on various factors. Triage, which involves lowering costs and making cuts, may work in the final third of a bear market, but it does not yield rewards in a bull market. The discussion suggests that the tech industry is in the seventh quarter of a downturn, and the next six quarters may be characterized by sideways movement or an attempt by some to catch up with high-growth companies. The conversation also emphasizes the importance of innovation and building great products in order to succeed. Furthermore, the market's current optimism is based on the idea of a soft landing and controlled inflation, but there are differing opinions on the sustainability of these conditions. Ultimately, achieving profitability and true product-market fit remains a challenge for many companies in the tech industry.

    Overcoming Challenges in Generating Long-Term Profits for Software Businesses

    Software businesses face challenges in generating long-term profits. The quick cycle time for building features and achieving product-market fit in the SaaS industry also opens the door for competitors to create similar products and cannibalize revenue. This constant need for feature development and revenue expansion consumes significant amounts of cash, resulting in SaaS businesses struggling to generate free cash flow. However, there are some exceptions, and not all software businesses are losing money. Once a company achieves dominance in its category, it can benefit from high gross margins and create various modes to maintain its advantage, such as becoming a platform or having a strong sales and marketing operation. Ultimately, while there are obstacles, software businesses can still be highly profitable in the long run.

    The Impact of Consumer Behavior on the Economy and Future Challenges.

    Consumer behavior and spending patterns play a crucial role in the economy. The discussion emphasizes how various factors, such as government stimulus checks, deferred loan payments, and increased unemployment benefits, have fueled consumer spending over the past couple of years. However, with these incentives coming to an end, consumers are facing mounting financial obligations and decreased purchasing power. As a result, the conversation suggests that consumers will need to return to work and manage their finances more efficiently. Despite potential challenges, there is optimism that consumer demand tends to be resilient, even in times of extreme shocks. Psychology and optimism drive consumer spending, and people are likely to adjust their spending habits as economic conditions change.

    Assessing the Resilience of the Economy and the Impact of Interest Rates on Consumer Behavior

    The economy has shown surprising resilience despite the challenges it has faced. The rapid rate tightening cycle, along with the distortions caused by the COVID-19 pandemic, could have potentially crashed the economy. However, recent evidence suggests the possibility of a soft landing and even potential rate cuts in the future. The conversation also highlights the use of a quadrant chart to assess the scenarios for the economy, based on factors such as inflation and unemployment rates. Moreover, the decline in Disney World's traffic raises questions about consumer spending. The rise in interest rates, particularly for car loans, has led to a doubling of monthly payments and has impacted the demand and pricing of used cars. These early signals indicate potential shifts in consumer behavior and economic trends.

    Ripple wins legal battle against SEC, boosting XRP price and raising questions about SEC actions on other exchanges.

    Ripple has won a legal battle against the SEC regarding its sale of cryptocurrency XRP. The judge ruled that while Ripple violated federal securities law by selling XRP to sophisticated investors, the sales on public exchanges did not involve securities. This ruling has resulted in a 35% increase in XRP's price and has handcuffed the SEC, raising questions about what actions they might take against other exchanges like Coinbase. This outcome is seen as a significant vindication for Ripple and has caused a surge in the entire crypto market. The confounding aspect is that the initial sale to accredited investors was considered a violation, while the public trading was not. It's an interesting turn of events that has left Ripple feeling vindicated and happy.

    The Role of the Court System in Providing Clarity and Balance in the United States

    The court system in the United States plays a crucial role in providing clarity and balance in business and individual operations. The government agencies may come after corporations, but the courts have the power to adjudicate and make decisions based on the rule of law. This provides a better sense for the market and individuals on what is appropriate. The conversation highlights the importance of the courts' ability to resist kowtowing to whatever administration is in power at the moment and instead prioritize the law. It also emphasizes the significance of clarity emerging from the courts' decisions, particularly when it comes to issues like antitrust and acquisitions in the tech industry.

    The Need for Strong Regulation and Oversight of Big Tech Companies

    There is a need for strong regulation and oversight of big tech companies. Jason Calacanis and Chamath Palihapitiya both emphasize the importance of restraining and controlling the power of these monopolistic giants. They agree that simply putting a damper on mergers and acquisitions is not an effective strategy, but rather a more surgical approach is needed. They suggest focusing on restraining anti-competitive tactics and potentially breaking up these companies to prevent the abuse of their authority. Additionally, their discussion highlights the concern over the arbitrary decisions made by these companies, such as YouTube banning a video. The focus should be on ensuring a fair market, encouraging innovation, and supporting the vibrancy of the startup ecosystem.

    Evaluating the effectiveness of the FTC's regulation of big tech and exploring different perspectives on its approach.

    There are differing opinions on the effectiveness of the FTC and its approach to regulating big tech. Some believe that the FTC, under Lena Khan's leadership, has not focused on the right areas and has wasted taxpayer money on frivolous lawsuits. They argue that the FTC should prioritize enforcing the laws of capitalism and market dynamism rather than engaging in a scatter-shot approach. On the other hand, there are suggestions for specific areas where the FTC could make a meaningful impact, such as addressing predatory below-cost pricing, promoting interoperability, and targeting dark patterns. Ultimately, the key point is that the FTC needs to find a more precise and impactful strategy to address concerns regarding big tech, without hindering innovation.

    The Growing Mismatch and Concerns in the Electric Vehicle Market

    There is a growing mismatch between the supply and demand of electric vehicles (EVs). While consumers are showing more interest in EVs, they still have concerns about the price and charging infrastructure. Many new companies entering the EV market lack the necessary charging networks. Additionally, people living outside of cities may hesitate to switch to EVs due to range anxiety. On the other hand, Tesla, which lowered its prices, saw record sales and has successfully addressed these concerns. The conversation highlights the interference of the government's industrial policy in the free market, as subsidies and credits were given to big companies like Ford and GE to produce EVs that consumers are not interested in.

    Examining the Administration's Impact on Tesla and Innovation

    The administration's policies, particularly their focus on unions and subsidies for traditional companies, can be seen as anti-Tesla and innovation. Chamath Palihapitiya highlights the impact of interest rates on car purchases and the need for more electric vehicle options in the market. Jason Calacanis questions whether the administration's actions are beneficial or detrimental to the economy, considering inflation and deficit spending. Chamath expresses his desire for a candidate who can balance the budget and control spending. They both agree on the importance of addressing the US debt crisis and the potential consequences of excessive debt and interest payments. The conversation emphasizes the need for financial responsibility and finding a way to control spending effectively.

    The market's potential influence on government and the rise of alternative currencies and legal battles in the economic landscape.

    The market may impose discipline on the government due to high interest payments and borrowing costs. The argument is that as long as spending remains high, the cost of borrowing will become more painful, as pointed out by Larry Summers and other contrarian economists. The discussion also raises the possibility of an alternative reserve currency, with the BRICS countries considering introducing a currency based on gold. While some may not see this as a significant threat, it is important to note that the BRICS countries have now surpassed the G7 in terms of GDP on a purchasing power parity basis. With the growing interest in cryptocurrencies like Bitcoin, there is a potential for it to become a future gold standard if its stability is recognized. Moreover, the conversation hints at a shift towards legal battles instead of settling, which could impact the standard operating procedure for mergers and acquisitions.

    Rising tensions between Ukraine and NATO at summit due to disagreement over Ukraine's admission to NATO and concerns about potential war with Russia.

    Tensions between Ukraine and NATO have escalated during the summit. Despite previous assurances from NATO members that a timetable for Ukraine's admission to NATO was not on the agenda, Ukrainian President Zelensky demanded its inclusion, which was met with resistance from President Biden and other leaders. Biden understands the risks of admitting Ukraine and potentially being dragged into a war with Russia. Zelensky's actions, characterized as a diplomatic tantrum by some, may stem from a sense of entitlement and a desire for more aid and support from the West. However, his lack of gratitude and unrealistic expectations have caused friction among attendees, including staunch Ukraine supporter Secretary of Defense Ben Wallace. Ultimately, the conversation highlights the complexities and challenges surrounding Ukraine's relationship with NATO.

    The US faces ammunition shortage and questions defense budget allocation.

    The US is facing a shortage of key ammunition, specifically 155 millimeter artillery shells. This shortage has come as a surprise to many, considering the massive defense budget of over 800 billion dollars per year. It raises questions about the competence of the military industrial complex and the allocation of funds. To address this issue, there is a need for more competition, particularly in the form of start-ups and venture-backed companies that can produce more affordable and advanced weapon systems. However, the scale-up of production will take time, and with low unemployment rates, there is a need for more factory workers, possibly through increased immigration. The conversation also highlights the controversy surrounding the US supplying cluster bombs to Ukraine, which violates international law. Overall, this situation calls for a reevaluation of the country's military capabilities and strategies.

    The Benefits and Liabilities of NATO Expansion: A Complex Issue

    The expansion of NATO is a complex issue with both benefits and liabilities. While some argue that NATO membership provides security and deters aggression from Russia, others believe that it increases tensions and requires significant financial investment. Joining NATO means that the US is obligated to defend member countries, which some see as a liability rather than an asset for America's security. Additionally, the defense industry benefits from NATO expansion, as countries are required to spend a significant portion of their GDP on defense contracts with approved Western contractors. Overall, the conversation highlights the multifaceted nature of NATO expansion and the need for careful consideration in making decisions about joining the alliance.

    Research Shows Potential for Reversing Aging and Improving Health with Small Molecules

    There is groundbreaking research underway that aims to reverse aging and make cells more youthful. By using small molecules in the form of pills or creams, it may be possible to rejuvenate different cells in the body and improve overall health. This research has the potential to have a significant impact on medicine and could lead to clinical trials and the development of products that can be used by individuals. The discovery of these six cocktails of small molecules that can replicate the effects of Yamanaka factors is considered to be one of the most important advancements in biology since the discovery of DNA. This is an incredibly exciting and promising field of study.

    The Negative Effects of Champagne and the Importance of Friendship

    Drinking champagne can have negative effects on the body, such as night sweats and feeling overheated. Chamath Palihapitiya mentions that he gets night sweats when he eats too much meat, implying that it might be a personal reaction to certain foods. David Sacks emphasizes multiple times that champagne will get you, suggesting that it can lead to undesirable consequences. Additionally, they discuss the importance of friendship and expressing emotions to a friend. Despite their bickering, Chamath expresses his appreciation for David's presence on the show and acknowledges the void when he's not around. This conversation highlights the significance of maintaining positive relationships and being aware of the potential effects of certain choices, like alcohol consumption.

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

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

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

    (0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend

    (7:38) OpenAI launches GPT-4o: better, faster, cheaper

    (29:40) Sacks demos Glue: How AI unlocked his Slack killer

    (40:12) Friedberg walks through his major breakthrough at Ohalo

    (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US

    (1:13:54) Jason's bet on Athena, how AI will change company building

    (1:22:21) Google launches AI summaries in search

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    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

    Referenced in the show:

    https://www.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm

    https://x.com/OpenAI/status/1790130703721521305

    https://x.com/OpenAI/status/1790089513387143469

    https://crfm.stanford.edu/helm/mmlu/v1.3.0/#

    https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3

    https://www.opencompute.org

    https://glue.ai

    https://ragie.ai

    https://ohalo.com

    https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html

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

    https://twitter.com/DavidSacks/status/1378034932006592512

    https://www.athenawow.com/jcal

    https://calacanis.substack.com/p/startup-productivity-in-the-age-of

    https://blog.google/products/search/generative-ai-google-search-may-2024

    https://www.youtube.com/watch?v=XEzRZ35urlk

    https://finance.yahoo.com/quote/GOOG

    https://startuptalky.com/apple-failed-products

    In conversation with Sam Altman

    In conversation with Sam Altman

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

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

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

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

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

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

    (1:05:33) Post-interview recap

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

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

    (1:29:41) Google unveils AlphaFold 3.0

    Follow Sam:

    https://twitter.com/sama

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

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    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

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    (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

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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://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

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    (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

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

    Follow on LinkedIn:

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

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://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