(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:

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https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

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Follow on Instagram:

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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

(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

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

(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

(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

(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

(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

(0:00) Bestie intros!

(0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables

(37:06) OpenAI's focus on AGI, different interpretations of AGI in tech

(44:46) Groq update with Sunny Madra!

(49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming

(1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright

(1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event

(1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com

https://openai.com/our-structure

https://openai.com/blog/openai-elon-musk

https://twitter.com/vkhosla/status/1765424996548333997

https://twitter.com/pmarca/status/1764039155154399490

https://twitter.com/elonmusk/status/1765415187161464972

https://twitter.com/elonmusk/status/1765387202953937224

https://companiesmarketcap.com

https://www.berkshirehathaway.com/letters/2023ltr.pdf

https://twitter.com/KevinAFischer/status/1764892031233765421

https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html

https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account

https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04

https://www.berkshirehathaway.com/letters/letters.html

https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries

https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05

https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf

https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16

https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html

https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911

https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html

https://twitter.com/jawwwn_/status/1732888357980536924

https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp

https://time.com/6846934/bitcoin-all-time-high-price-holdings

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

https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9

https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving

https://www.nejm.org/doi/full/10.1056/NEJMoa2309822

https://www.sciencedirect.com/science/article/pii/S016041202200099X

(0:00) Bestie intros! Jato Caelin

(1:36) Groq update!: The key metric developer platforms should care about

(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more

(29:17) How bloated HR departments slow down companies

(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?

(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups

(1:13:06) Reddit S-1 breakdown

(1:22:52) The Apple Car is dead: Apple cancels Project Titan

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

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

https://twitter.com/PirateWires/status/1762842476744708171

https://twitter.com/lulumeservey/status/1762864255437516932

https://x.com/pmarca/status/1762532979317043515

https://twitter.com/shellenberger/status/1762900581134557636

https://twitter.com/shaunmmaguire/status/1760885099984261564

https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22

https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini

https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm

https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf

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

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

https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language

https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html

https://twitter.com/balajis/status/1763067849218850939

https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2

https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

(0:00) Bestie intros: Banana boat!

(2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet

(27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech

(49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI?

(1:17:17) War Corner with Sacks

Follow the besties: 

https://twitter.com/chamath

https://twitter.com/Jason

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

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

https://twitter.com/KobeissiLetter/status/1760680756689748478

https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024

https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market

https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D

https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1

https://twitter.com/JayScambler/status/1759372542530261154

https://twitter.com/chamath/status/1760343973632291212

https://x.ai

https://twitter.com/TheTranscript_/status/1760436281438314545

https://artificialanalysis.ai

https://www.contraline.com/product

https://www.cafexapp.com/commercial

https://blog.google/technology/ai/google-gemini-ai

https://blog.google/products/gemini/bard-gemini-advanced-app

https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace

https://twitter.com/benthompson/status/1760452419627233610

https://twitter.com/Patworx/status/1760189582870536408

https://twitter.com/micsolana/status/1760163801893339565

https://ai.google/responsibility/principles

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

https://twitter.com/Jason/status/1760780139476992062

https://twitter.com/paulg/status/1760416051181793361

https://twitter.com/chamath/status/1760729719094563019

https://twitter.com/Jason/status/1760780139476992062

(0:00) Sacks Tequila Tasting!

(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback

(15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model

(51:24) The risks of companies issuing stock option loans

(1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability

(1:31:46) Takeaways from Tucker's Putin interview

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://companiesmarketcap.com/page/1

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

https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09

https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119

https://blog.google/products/gemini/bard-gemini-advanced-app

https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0

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

https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18

https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13

https://twitter.com/OpenAI/status/1758192957386342435

https://twitter.com/CultureCrave/status/1758212761748980089

https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024

https://twitter.com/nathanbenaich/status/1758036247115608317

https://twitter.com/natfriedman/status/1758143612561568047

https://twitter.com/OfficialLoganK/status/1758198997590618550

https://huggingface.co/spaces/tsujuifu/ml-mgie

https://huggingface.co/stablediffusionapi/juggernaut-xl

https://twitter.com/jrichlive/status/1757258553688256895

https://twitter.com/jrichlive/status/1493392725814566914

https://twitter.com/chamath/status/1757537426019598418

https://twitter.com/elonmusk/status/1757537968083075137

https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms

https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl

https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report

https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country

https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference

https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024

https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007

https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html

https://twitter.com/wikileaks/status/1497207251785818114

https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html