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    E153: In conversation with Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI

    Effective leadership and a focus on creating a thriving society are essential for transforming the Palestinian economy, attracting investments, and improving the lives of its people.

    enNovember 11, 2023

    About this Episode

    (0:00) Bestie Intros: Sacks keeps receipts!

    (1:14) Jared Kushner joins the show: background, Trump's campaign validation

    (13:12) State of Israel vs Hamas, escalation risks

    (23:04) Historical context around Israel's relationship with the Arab world, understanding the modern Middle East

    (38:55) Failed solutions, Israel's response, paths to stability

    (1:04:54) GOP debate, establishment blind spots, pragmatic politics, tribal infighting

    (1:15:36) Improving macro picture, potential impact on 2024 election cycle

    (1:28:03) Russia-Ukraine

    (1:32:53) Big week in AI: OpenAI DevDay, xAI launches Grok, Kai-Fu Lee's announcement

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow Jared:

    https://twitter.com/jaredkushner

    Follow the pod:

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    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/DavidSacks/status/1722342698110304752

    https://twitter.com/DavidSacks/status/1722288226235498511

    https://www.youtube.com/watch?v=In1MYEc0-10

    https://fred.stlouisfed.org/series/WM2NS

    https://fred.stlouisfed.org/series/CORESTICKM159SFRBATL

    https://fred.stlouisfed.org/series/T10YIE

    https://fred.stlouisfed.org/series/MMMFFAQ027S

    https://www.google.com/finance/quote/ADYEY:OTCMKTS

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

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

    https://twitter.com/sundeep/status/1722635065983897910

    https://twitter.com/elonmusk/status/1721029443160772875

    https://twitter.com/kaifulee/status/1721321096727994590

    https://openai.com/blog/introducing-gpts

    https://openai.com/blog/new-models-and-developer-products-announced-at-devday

    https://twitter.com/chamath/status/1721234497482670438

    🔑 Key Takeaways

    • Personal experiences and interactions have the power to broaden our understanding and shape our perspectives on the world.
    • Kushner's engagement with Trump's diverse support base transformed his approach to policymaking, emphasizing the need for pragmatism, data-driven decisions, and an appreciation for differing viewpoints.
    • Trump's unconventional approach, lack of political experience, and focus on important issues enabled him to disrupt and shape public opinion in his political career.
    • Israel's calculated approach to the recent attacks in Gaza focuses on eliminating Hamas, addressing the root cause of difficulties, and offers hope for a resolution that ensures security and well-being for both Israelis and Palestinians.
    • The international community's support for Israel is increasing, but it is important to focus on the actions countries will take and prevent civilian deaths in Gaza.
    • The history of the relationship between Arabs and Palestinians is characterized by complex dynamics, including rejection of a partition plan, wars, territorial expansion, and the use of the Palestinian issue for political purposes. However, Arab support for Palestinian rights has often been perceived as inadequate.
    • The conflict is shaped by historical factors, the emergence of Hamas, the invasion of Kuwait, and a shifting Middle East, with leaders prioritizing progress and the challenge of targeting extremist groups in a fluid population.
    • By addressing the root causes of radicalization, such as lack of hope and opportunity, and investing in education, entrepreneurship, and economic development, we can provide alternative pathways for individuals to thrive and create a peaceful future.
    • Building better solutions, understanding the on-ground reality, and addressing root causes are essential in effectively combating threats and resolving conflicts.
    • Israel prioritizes its security above all else and is willing to take strong action to eliminate threats, even at the potential cost of diplomatic isolation and unintended escalation.
    • Both sides need to prioritize security, economic stability, and good governance in order for the Palestinian people to thrive. International consensus must be backed by effective security measures and a functioning economy for a lasting solution.
    • Effective leadership and a focus on creating a thriving society are essential for transforming the Palestinian economy, attracting investments, and improving the lives of its people.
    • Proactive and innovative approaches, along with a commitment to a two-state solution, are crucial for resolving the complex challenges in the Middle East.
    • Achieving a two-state solution in Israel requires addressing security concerns, demonstrating good behavior, improving economic conditions, and building trust step-by-step.
    • Politicians must recognize the power of social media platforms like TikTok to connect with young Americans, as traditional media often ignores important discussions and focuses on trivial matters. Nonpolitical activities are essential for attracting support and winning elections.
    • Parties need to collaborate and find common ground to achieve progress, as demonstrated by President Trump's unconventional approach which has yielded successful results and positioned him as a leading candidate in the Republican Party.
    • Effective leaders must be flexible, adaptable, and focused on real issues to make informed decisions and address concerns, regardless of potential risks or changing economic landscapes.
    • Despite uncertainties, the current economic climate offers stability and potential growth, with tech businesses performing well. Investor behavior is shifting, reducing the fear of missing out, and commercial real estate is experiencing changes.
    • Despite challenges in the real estate industry, such as returning workers and increased refinancing costs, there are opportunities through working with lenders and exploring alternative markets for growth. Attention to safety, reducing expenses, and promoting economic growth is crucial.
    • Effective foreign policy and leadership are essential to prevent conflict escalation and prioritize peace and stability in an increasingly complex world.
    • AI advancements can drive productivity gains, leading to economic growth and the emergence of new opportunities, although certain job classes may be disrupted. This shift also affects venture capitalists and their role in capital allocation.
    • The future of AI development depends on finding a balance between competition and collaboration, where companies can unlock the potential of powerful tools while ensuring accessibility and improvement of AI models.
    • OpenAI's Grok AI system brings humor and openness to user interactions, showcasing the importance of maintaining transparency and fostering innovation in the development of powerful AI models.
    • OpenAI's recent advancements in expanding context window and introducing multimodal capabilities have the potential to revolutionize industries by enabling larger prompts and combining text with photos, videos, and proprietary data sources.

    📝 Podcast Summary

    Shifting perspectives through diverse experiences

    Jared Kushner's perspective shifted significantly through his experiences outside of his liberal upbringing in the upper east side of New York. As he traveled the country and took on various business ventures, his view of the world evolved. He gained a deeper understanding of different regions, cultures, and challenges faced by people outside of his bubble. This exposure led him to have a more diverse and nuanced perspective on issues. It serves as a reminder that personal experiences and interactions can greatly influence our viewpoints and broaden our understanding of the world.

    Expanding Perspectives: Jared Kushner's Journey in Trump's Campaign

    Jared Kushner's experience with his father-in-law's presidential campaign opened his eyes to the diverse support base and perspectives of Trump's followers. Prior to this, Kushner and his wife had a limited worldview, surrounded by wealthy and influential figures in New York City. However, attending rallies and interacting with the attendees made him realize that Trump appealed to a wide range of hardworking Americans who felt that their voices were being heard. This realization challenged his previous assumptions and prompted him to seek out individuals with differing viewpoints. Kushner's approach to policymaking became more pragmatic, fact-based, and data-driven, aiming to make unemotional decisions that made the most sense. Ultimately, his experience showcased the importance of understanding and considering perspectives outside of one's immediate circle.

    Trump's Unconventional Approach in Shaping Public Opinion

    Donald Trump was able to effectively shift the polls and public opinion through his unconventional viewpoints and persuasive skills. Despite lacking political experience and relying on his own instincts instead of polls, Trump was able to bring attention to issues such as illegal immigration and highlight their importance to national security. He constantly evolved and learned from different events, much like a startup finding a product-market fit. As a father-in-law, Trump appreciated Jared Kushner's honesty, competence, and lack of personal gain in his support. Kushner agreed to appear on podcasts like Lex's because he valued the opportunity to have nuanced discussions and bring greater understanding to complex topics, unlike the limitations of cable news and political slogans. Overall, Trump's ability to disrupt and shape public opinion was a notable aspect of his political career.

    Israel's Strategic Response: Prioritizing Security and a Better Life for Palestinians

    Israel's response to the recent attacks in Gaza has been strategic and methodical. Instead of reacting emotionally, they have taken their time to assess the situation and garner international support. They are focused on eliminating Hamas, which has been the root cause of many difficulties for both Israelis and Palestinians. The protests in support of Palestinians fail to recognize that Hamas has been responsible for the poor living conditions in Gaza. Israel's careful approach gives hope for a resolution that prioritizes security for Israel and a better life for Palestinians. The uncovering of the extensive tunnel network and the misuse of resources by Hamas further highlights the need to address this situation. Israel's position gives them a stronger hand in negotiations, and time appears to be on their side.

    Growing International Support for Israel in Current Conflict

    There is growing international support for Israel in the current conflict, which is a significant shift from historical anti-Israel sentiment. Despite accusations of collective punishment and indiscriminate bombing, more countries are expressing their backing for Israel. However, it is important to remember that countries often speak to their populations, and their actions may not align with their rhetoric. The focus should be on what actions countries will actually take. It is crucial to prevent civilian deaths in Gaza, as they are being used as human shields by Hamas. Israel has made efforts to protect and evacuate civilians, which has been appreciated by some Gazans who see it as a liberation from Hamas's control. The immediate threat seems to be from Hezbollah in the north, and Israel's readiness and the support of the US have sent a strong message. The best way to de-escalate the situation is to make it clear that attacking Israel or its proxies will result in a response, including considering the threat to Iran itself. Turkey's support for Palestinians is driven by politics and ideology, but deep down, they may recognize that improved governance and eliminating Hamas would benefit the people of Gaza the most. Ultimately, the key message is that the international community's support for Israel is growing in this current conflict.

    The Complex and Evolving Relationship between Arabs and Palestinians

    The relationship between Arabs and Palestinians has been complex and tumultuous throughout history. It dates back to 1948 when the UN proposed a partition plan to create a state for the Jewish people (Israel) and a state for the Palestinians, but the Arabs rejected it and attacked Israel, resulting in a war. Over time, Israel won wars against Arab nations and expanded its territory, taking control of the West Bank and Gaza Strip. Arab leaders often used the Palestinian issue to distract from domestic shortcomings and justify their actions. Yasser Arafat emerged as a key figure, leading the Palestinian Liberation Organization (PLO) and fighting for Palestinian rights. However, the Arab world's support for the Palestinians was often seen as insufficient, leading to resentment. It wasn't until 1988 that the Arab League acknowledged the need for a Palestinian state.

    The complex and evolving landscape of the Palestinian-Israeli conflict

    The Palestinian-Israeli conflict is complex and deeply rooted in historical, ideological, and geopolitical factors. The emergence of Hamas and its use of terrorism hindered efforts for compromise and peace. The invasion of Kuwait by Saddam Hussein weakened the Palestinian leadership and led to the Oslo Accords as a way for them to gain legitimacy. Over the past 30 years, a new Middle East has started to emerge, with a focus on economic opportunities and improving the lives of their people. The divide is now between leaders who prioritize progress and those who cling to the past. The Gulf countries no longer see the Israeli-Palestinian conflict as useful, while Iran continues to back extremist groups. The challenge lies in targeting military operations when the population is fluid and difficult to distinguish between supporters and non-supporters of extremist ideology.

    Combating radicalization through economic empowerment

    In order to combat radicalization and extremism, it is crucial to address the underlying factors that contribute to it, such as lack of hope and opportunity. Jared Kushner highlights the importance of creating a framework where the next generation feels empowered to pursue jobs and be part of the economy, allowing them to live better lives through capitalism rather than turning to jihadist groups. He emphasizes the significance of investing in education, entrepreneurship, and economic development to provide alternative pathways for individuals to thrive. Additionally, partnerships with influential nations like Saudi Arabia, who have the resources and influence to combat radicalization, can be instrumental in driving positive change. Ultimately, it is essential to target leadership and create a paradigm that promotes hope, opportunity, and a peaceful future.

    Effective leadership and understanding the root causes of threats are crucial in addressing complex situations and finding alternative paths to resolve conflicts.

    Effective leadership and degrading capabilities are key in addressing threats. This can be seen in various contexts like dealing with cartels, terror organizations, and even the Israel-Gaza situation. Killing the top leader can sometimes lead to scattering, making the situation more complicated. It's important to actively build better solutions to address these threats rather than perpetuating nonsensical approaches. Western governments often have contrasting language and rhetoric compared to the on-ground reality, causing misunderstandings and radicalization. People's understanding of these issues should be based on both their hearts and their heads. It's crucial to identify the root causes and not just focus on scalps. Finally, it's possible to find alternative paths to resolve conflicts, as seen in India's response to a terrorist attack.

    Israel's uncompromising approach to security and national unity in the face of threats

    Israel operates with a mentality of no margin for error. They prioritize their security and are willing to take strong action to eliminate threats. Even issues that may seem less significant to others are treated as top priority. The recent conflict has united the Israeli people, even those on the far left who prioritize peace, in supporting their government's response. Israel also recognizes that they have more support from the international community now than in the past. However, there are potential consequences to consider, such as unintended escalation, diplomatic isolation, and the potential for future generations of terrorists. Ultimately, the success of Israel's military operation and their ability to find a political solution will determine the outcomes and effectiveness of their actions. The emergence of a Palestinian state may be crucial for long-term peace in the region.

    Pragmatic Solutions for the Israeli-Palestinian Conflict

    There is a need for a pragmatic solution when it comes to the Israeli-Palestinian conflict. The claim for East Jerusalem as the capital of Palestine is a complex issue that dates back to the late 1980s. However, it is unlikely to be the case in any future resolution. The reality is that both sides need to prioritize security and economic stability. Lessons from past experiences, such as the situation in Gaza, show that simply withdrawing and allowing self-governance does not guarantee peace or progress. Good governance and trust are crucial for the Palestinian people to thrive. International consensus exists for giving Palestinians their own land and self-governance, but it must be accompanied by effective security measures and a functioning economy. Only through a practical approach can a lasting solution be achieved.

    Overcoming Bad Leadership: Key to Palestinian Prosperity

    The main obstacle holding back the Palestinian people is their bad leadership, not Israel. The lack of fair judiciary, rule of law, and transparent institutions has made the region unattractive for investment. However, with proper leadership, investments can transform the Palestinian economy and lead to a better life for its people. Creating something new or adopting successful strategies from other countries, like Jordan, could help bring about positive change. The region possesses great potential, with high literacy rates, a decent healthcare system, and numerous tourism sites. International support should be conditioned on creating measurable outcomes and a framework that allows for economic growth. It is crucial to trace the funds and address any corruption or mismanagement. Overall, improving the Palestinian economy requires a shift in leadership and a focus on creating a thriving society.

    A fresh perspective on fixing the Middle East

    The US needs new ideas and a strong approach to fix the situation in the Middle East. Jared Kushner explains that the Trump administration wanted to change the world, while the foreign policy establishment just wanted to maintain the status quo. However, when they left office, the region became a mess again. Iran gained strength, Palestinians received funding, and the two-state solution became even further away. Kushner emphasizes the importance of being strong and smart, creating new ideas, and not relying on old institutions and failed strategies. He also highlights the need for a two-state solution to prevent indefinite occupation and to maintain a democratic and Jewish state. Overall, proactive and innovative approaches are necessary to resolve the complex challenges in the Middle East.

    The Complexity of Achieving a Two-State Solution

    Achieving a two-state solution in Israel is extremely challenging. Jared Kushner, while naturally optimistic, acknowledges the complexity of the situation. He emphasizes that semantics play a significant role in the statehood issue, reaffirming that giving Palestinians a flag or a state is possible. However, Israel must have overriding security controls to ensure their safety, and the Palestinians must demonstrate good behavior and a true partnership. Moreover, a key factor in the success of a two-state solution is the ability for people to live better lives, addressing grievances and improving their economic conditions. Though difficult, Kushner believes a two-state solution is possible, particularly in the West Bank. Ultimately, the goal is for Palestinians to self-govern and for both sides to live peacefully together, similar to the pre-World War II era. However, progress must be made step-by-step, tackling challenges one by one, and buildup of trust is essential.

    Social Media vs Mainstream Media: a Divide in Depicting Public Opinion

    Social media provides a more accurate depiction of public opinion compared to mainstream media coverage. The debate between Vivek and the neocons highlighted a clear divide within the Republican Party, as shown on social media where Vivek dominated the conversation. Mainstream media, however, portrayed Vivek's performance as a meltdown and focused on trivial matters like his comments about Nikki Haley's daughter's TikTok usage. The discussion emphasized the importance of using social media platforms like TikTok to reach young Americans, as it has a significant user base. It also shed light on the ineffectiveness of traditional media for politicians who lack grassroots support, like Nikki Haley. Ultimately, Republicans need to address the abortion issue as it hampers their electoral success, as highlighted by Ann Coulter's analysis. Winning over hearts and minds through nonpolitical activities is crucial for the party to gain popularity and win elections.

    The Troubling Underperformance of Polling and the Culture within the Republican Party

    There has been underperformance of polling in recent times, which is troubling. Both the Republican and Democratic parties are made up of different tribes, but the Republican Party has a culture of in-fighting, finger-pointing, and purity tests. This leads to strong opinions but little ability to accomplish goals. It is important for parties to find common ground and work together to make progress. President Trump has defied Republican orthodoxy on various issues, such as forever wars, immigration, China trade, and entitlements, and has been proven correct. He also takes a bilateral approach to trade deals, which has led to successful negotiations. Despite his issues, Trump is considered the best politician in the Republican Party and a strong contender for the nomination.

    The Importance of Flexibility and Adaptability in Leadership

    Flexibility and unpredictability can be assets in leadership. President Trump's approach to certain issues, such as immigration, showed his willingness to follow his instincts and see things through, even if there were potential risks involved. This flexibility allowed him to adapt and address concerns that may not have initially resonated with him or his circle. Additionally, when analyzing the macroeconomic landscape, it appears that the economy will be in reasonably good shape leading up to the November election. This means that Republicans will need to focus on precise and relevant issues rather than relying on a faltering economy as a critique of President Biden. Moreover, the shrinking M2 money supply and growing money market funds indicate a positive future outlook for combatting inflation and finding investment opportunities. Overall, flexibility, adaptability, and staying focused on real issues will be key factors in effective leadership and decision-making.

    Economic Stability and Investor Behavior in the Current Market

    The current economic climate is showing signs of stability and potential growth. With rate cuts and a soft landing in the economy, equity markets, specifically tech businesses, have seen significant improvement in performance. This suggests that inflation is no longer a major concern. Additionally, the upcoming election cycle may bring volatility to the market, as uncertainty surrounding future policies remains. However, there is a notable shift in investor behavior, as money market accounts are now offering returns, reducing the fear of missing out on investment opportunities. Commercial real estate is experiencing changes, with older buildings transitioning and cities like San Francisco seeing shifts in the office market. Ultimately, the real estate sector's performance depends on interest rates and economic growth. Despite uncertainties, real estate remains a significant and potentially lucrative asset class.

    Challenges and Opportunities in the Real Estate Industry

    There are major concerns and challenges facing the real estate industry. Cities like New York and San Francisco are experiencing different levels of returning workers to the office, which impacts demand and financing. The cost of refinancing has increased due to higher interest rates, and uncertainty surrounds long-term valuations. Additionally, banks with office exposure are reducing lending, contributing to a decrease in liquidity. However, many in the industry are finding ways to work with existing lenders and seek extensions to navigate through the cycle. Furthermore, New York's rental rates for residential properties are at historic highs, and areas like Jersey City are thriving due to their perceived safety compared to New York City. Ultimately, it is crucial to allow law enforcement to do their jobs effectively to improve safety and restore confidence. As for the federal deficits and debt, it is a highly consequential issue that both parties may avoid discussing in the election cycle, but it demands attention and actions aimed at reducing expenses, raising revenue, and promoting economic growth.

    Escalation of the Russia-Ukraine conflict due to lack of diplomacy and communication.

    The conflict between Russia and Ukraine could have been easily avoided through better diplomacy and communication between the involved parties. Despite the initial off ramps and potential for resolution, misunderstandings and conflicting interests escalated the situation. The United States' handling of this crisis has been criticized, highlighting the need for effective foreign policy and leadership to prevent further escalation of conflicts. The involvement of other countries, such as Russia and China, adds complexity to the situation, with potential proxy wars unfolding in the Middle East and elsewhere. This serves as a reminder that countries have shifting alliances and interests, and it is vital for leaders to prioritize peace and stability to create a safer world for all nations.

    AI Advancements and Productivity Growth

    Productivity gains driven by AI advancements have the potential to significantly grow the economy. As labor participation and population decline, the need for increased productivity becomes crucial in sustaining the economy, managing the budget deficit, and addressing the debt issue. Technology-induced productivity gains historically have always led to economic growth, creating abundance and surplus in various industries. For instance, the introduction of the tractor resulted in farming ten times as much, increasing total output and fueling population growth and economic expansion. While advancements like AI may disrupt certain job classes, they pave the way for new opportunities and the emergence of countless small companies. This shift also reshapes the role of venture capitalists, potentially transforming into an automated system of capital allocation against objectives.

    The Future of AI Development: Balancing Competition and Collaboration

    The field of AI model development is progressing rapidly. Companies like OpenAI are releasing powerful tools and platforms that make it easier for developers to create applications and infrastructure. This shift towards a platform business model allows for the growth of a sustainable ecosystem. However, as the gap between the best and the average AI models narrows, competition increases. While companies may want to keep their data proprietary to gain a competitive advantage, this could result in a more closed internet. In the short term, this may limit access to fine-tuning and reinforcement learning, which could hinder model improvement. Ultimately, the focus on data ownership and unique data assets will shape the future of AI development.

    OpenAI's Grok AI system adds humor and irony to user experience, contrasting with earlier versions that censored truthful answers. OpenAI prioritizes transparency and honesty, while also emphasizing the strength of its developer platform.

    OpenAI's AI system, Grok, brings a sense of humor and irony to the user experience, which adds an interesting element. This is in contrast to earlier versions of AI, such as ChatGPT, which was programmed to be "woke" and censor certain truthful answers. By having Grok as a counterbalance, OpenAI aims to maintain transparency and honesty in its AI systems. Additionally, OpenAI's developer platform is becoming highly robust, much like Stripe in the payment industry. This suggests that even as AI models become more commoditized, OpenAI's advantage lies in its developer ecosystem. The discussion also highlights the need for regulatory frameworks to ensure that powerful AI models are used for positive applications while still fostering innovation.

    OpenAI's Advancements: Expanding Context Window and Introducing Multimodal Capabilities for Revolutionary Potential

    OpenAI has made significant announcements, including the introduction of a 128k context window, which allows prompts with up to 300 pages of text. This feature opens up possibilities for creating books or compiling large amounts of information into a single prompt. OpenAI is also focusing on multimodal capabilities, combining text with photos and eventually videos, along with text-to-speech functionality. This game-changing technology allows developers to incorporate their own proprietary data sources and provides a great advantage for enterprise customers. The positive feedback from attendees indicates that OpenAI's advancements have been well-received. Overall, OpenAI's developments are impressive and have the potential to revolutionize various industries.

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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

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    (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

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    Follow Sam:

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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

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    Follow Sheryl:

    https://twitter.com/sherylsandberg

    Watch Screams Before Silence:

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

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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

    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