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The All-In Podcast

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@chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.

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the countdown begins! only 1 week until the most spectacular party of the year! come celebrate the holidays with the besties in san francisco. secure your tickets: *scholarship tickets also available. apply: #allinholidayspectacular #holidayparty

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Friedberg: New study shows enzyme reverses skin age from 70+ years to 31 Chamath: That’s a $2T market. Did Scientists Just Discover How to Reverse Skin Aging!? “CML is kind of the predominant molecule that gets formed in this extracellular matrix that's driving aging, and nothing breaks it down. So these scientists set out to try and create an enzyme, an enzyme is a protein that breaks something down, that can break down CML. And so these guys kind of went out and they took the target, which is CML, and tried to figure out, ‘Okay, how do we actually degrade CML, clear that extracellular matrix, and reverse aging?’ They started to test it on the proteins that we would find in our body, casein, collagen, retinal proteins, which are in your eye, hemoglobin, and they were able to get rid of 52 to 97% of the CML, just degrade it away. And then they found several sites where they were able to degrade over 90%. And then they took actual human skin from elderly patients that had donated their skin, and they put this enzyme onto that skin, and they were able to eliminate 55% of the CML on the skin, basically reverse the skin's age down to the age of a 31-year-old, this is from greater than 70-year-old patients, just by putting this enzyme on the skin. And so it's kind of a groundbreaking demonstration of combination of AlphaFold, what's called directed evolution, where you change the order of the DNA that changes the structure of the protein to test different proteins, do high throughput screening, and ultimately make a novel protein that doesn't exist in nature today that can do something pretty profound for human health.” Chamath: “It will be a trillion-dollar market. If you can create a cream…” Friedberg: “I mean, dude, if you could put this enzyme literally on your skin and have it absorb in…” Chamath: “Game over. That alone is $2 trillion.”

Friedberg: New study shows enzyme reverses skin age from 70+ years to 31 Chamath: That’s a $2T market. Did Scientists Just Discover How to Reverse Skin Aging!? “CML is kind of the predominant molecule that gets formed in this extracellular matrix that's driving aging, and nothing breaks it down. So these scientists set out to try and create an enzyme, an enzyme is a protein that breaks something down, that can break down CML. And so these guys kind of went out and they took the target, which is CML, and tried to figure out, ‘Okay, how do we actually degrade CML, clear that extracellular matrix, and reverse aging?’ They started to test it on the proteins that we would find in our body, casein, collagen, retinal proteins, which are in your eye, hemoglobin, and they were able to get rid of 52 to 97% of the CML, just degrade it away. And then they found several sites where they were able to degrade over 90%. And then they took actual human skin from elderly patients that had donated their skin, and they put this enzyme onto that skin, and they were able to eliminate 55% of the CML on the skin, basically reverse the skin's age down to the age of a 31-year-old, this is from greater than 70-year-old patients, just by putting this enzyme on the skin. And so it's kind of a groundbreaking demonstration of combination of AlphaFold, what's called directed evolution, where you change the order of the DNA that changes the structure of the protein to test different proteins, do high throughput screening, and ultimately make a novel protein that doesn't exist in nature today that can do something pretty profound for human health.” Chamath: “It will be a trillion-dollar market. If you can create a cream…” Friedberg: “I mean, dude, if you could put this enzyme literally on your skin and have it absorb in…” Chamath: “Game over. That alone is $2 trillion.”

The All-In Podcast

511,111 Aufrufe • vor 1 Tag

🚨 POD UP! The Core Four is BACK The Besties discuss: -- Can the AI Industry Regulate Itself? -- Stripe Bids $53B for PayPal w/ Block and Advent ($PYPL) -- The Death of Tokenmaxxing? -- Apple Sues OpenAI ($AAPL) -- Grok Build Data Leak ($SPCX) -- The Datacenter Psyop, NY's Ban -- Science Corner: Aging Reversal Breakthrough? (0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, alleging stolen trade secrets (42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model (59:53) NY bans datacenters, China catches up (1:22:57) Science Corner: New data on reversing aging!

🚨 POD UP! The Core Four is BACK The Besties discuss: -- Can the AI Industry Regulate Itself? -- Stripe Bids $53B for PayPal w/ Block and Advent ($PYPL) -- The Death of Tokenmaxxing? -- Apple Sues OpenAI ($AAPL) -- Grok Build Data Leak ($SPCX) -- The Datacenter Psyop, NY's Ban -- Science Corner: Aging Reversal Breakthrough? (0:00) Bestie intros! (1:32) New AI regulatory proposal: DeepMind's Demis Hassabis proposes FINRA-type body (20:01) Stripe, Block, and Advent offer $53B to acquire PayPal (37:51) Apple sues OpenAI, alleging stolen trade secrets (42:49) Grok Build data leak, AI data privacy, Tokenmaxxing update, Mira Murati's new model (59:53) NY bans datacenters, China catches up (1:22:57) Science Corner: New data on reversing aging!

The All-In Podcast

253,156 Aufrufe • vor 2 Tagen

David Sacks: Nonprofits need to manufacture problems in America to stay in business David Sacks: “Here's the systemic problem with nonprofits and NGOs. Let me just contrast it with business. In business, you set up a company, the company has to make revenue, it has to make profits. And if it doesn't, it's going to go out of business, right? Because it'll lose money. So there's a feedback mechanism from the market. With an NGO, nonprofit, what have you, they raise money. They don't sell things. They fundraise from donors in order to engage in an activity, but what happens over time is the actual activities may stop mattering, and all that really matters is they're able to keep fundraising, right? Because they're just trying to figure out a justification to keep going back to donors to get more and more money out of them. That's what perpetuates the organization.” Chamath: “ Why wouldn't the Southern Poverty Law Center focus on southern poverty? Which is an issue that actually still exists in some shape or form. Why do you call it one thing, focus on racism, and then all of a sudden whip up fake racism?” Sacks: “I do think that at one time in this country, civil rights was a noble cause, a very legitimate cause. We had the legacy of segregation and Jim Crow, and there were groups that were set up to basically change that, and they succeeded. But again, no one in an NGO or a nonprofit ever declares victory. When Obama got elected in 2008, regardless of whether you liked Obama or not, or agreed with his politics, I thought that at that point, most people could see that this was not a racist country. Whatever else you could say, the fact that the highest office in the land was not denied to anybody showed that this country was not holding people back based on their skin color. And instead of just basically packing up shop and saying, ‘Okay, we've achieved our goal,’ the goalposts all got moved. Remember, that's when the whole anti-racism thing started, was around Obama's second term. If they just said at that time, ‘You know what, we're going to move the goalposts from equality of opportunity to equality of results. We're going to basically make everyone equal at the finish line,’ which is to say, identity socialism. People would've said, ‘Eh, no, we're not on board for that.’ So instead, they created this whole new terminology to justify it. And it's taken us years to unpack that and realize what's really going on.”

David Sacks: Nonprofits need to manufacture problems in America to stay in business David Sacks: “Here's the systemic problem with nonprofits and NGOs. Let me just contrast it with business. In business, you set up a company, the company has to make revenue, it has to make profits. And if it doesn't, it's going to go out of business, right? Because it'll lose money. So there's a feedback mechanism from the market. With an NGO, nonprofit, what have you, they raise money. They don't sell things. They fundraise from donors in order to engage in an activity, but what happens over time is the actual activities may stop mattering, and all that really matters is they're able to keep fundraising, right? Because they're just trying to figure out a justification to keep going back to donors to get more and more money out of them. That's what perpetuates the organization.” Chamath: “ Why wouldn't the Southern Poverty Law Center focus on southern poverty? Which is an issue that actually still exists in some shape or form. Why do you call it one thing, focus on racism, and then all of a sudden whip up fake racism?” Sacks: “I do think that at one time in this country, civil rights was a noble cause, a very legitimate cause. We had the legacy of segregation and Jim Crow, and there were groups that were set up to basically change that, and they succeeded. But again, no one in an NGO or a nonprofit ever declares victory. When Obama got elected in 2008, regardless of whether you liked Obama or not, or agreed with his politics, I thought that at that point, most people could see that this was not a racist country. Whatever else you could say, the fact that the highest office in the land was not denied to anybody showed that this country was not holding people back based on their skin color. And instead of just basically packing up shop and saying, ‘Okay, we've achieved our goal,’ the goalposts all got moved. Remember, that's when the whole anti-racism thing started, was around Obama's second term. If they just said at that time, ‘You know what, we're going to move the goalposts from equality of opportunity to equality of results. We're going to basically make everyone equal at the finish line,’ which is to say, identity socialism. People would've said, ‘Eh, no, we're not on board for that.’ So instead, they created this whole new terminology to justify it. And it's taken us years to unpack that and realize what's really going on.”

The All-In Podcast

11,701,513 Aufrufe • vor 2 Monaten

David Sacks: Everything Kathy Hochul Said About Datacenters Was a False Accusation David Sacks: “These data centers become the scapegoat for all of the angst that people have about AI. Everything she's saying there is a false accusation on datacenters. So let's just go one by one.” POWER: So she's saying that they eat up all of the power. Well, yeah, if you connect to the grid without producing more power and you force datacenters to compete with residential ratepayers, then yeah, you could drive up utility prices. However, if you do what Chamath said and let them build behind the meter, then they bring their own power. And that's what the president has advocated for since the beginning of his administration, is let the AI companies become power companies. So that is the way to solve the energy problem or the utility problem. LAND: Then, she's talking about eating up land. The reality is these datacenters are a model of land use efficiency. We have a ton of land in this country, obviously. NOISE POLLUTION: The supposed noise pollution, that's largely made up. That can be dealt with. You obviously don't want to put these things right next to a residential area, but create a little bit of distance, and it's fine. WATER CONSUMPTION: The whole water consumption thing is largely a hoax. Modern datacenters recirculate the water. AIR POLLUTION: One final thing just on the point that Hochul is making. She said it created a lot of pollution. Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have. “When you compare economic impact to all these different things, datacenters are honestly one of the best things we could be building as a nation.”

David Sacks: Everything Kathy Hochul Said About Datacenters Was a False Accusation David Sacks: “These data centers become the scapegoat for all of the angst that people have about AI. Everything she's saying there is a false accusation on datacenters. So let's just go one by one.” POWER: So she's saying that they eat up all of the power. Well, yeah, if you connect to the grid without producing more power and you force datacenters to compete with residential ratepayers, then yeah, you could drive up utility prices. However, if you do what Chamath said and let them build behind the meter, then they bring their own power. And that's what the president has advocated for since the beginning of his administration, is let the AI companies become power companies. So that is the way to solve the energy problem or the utility problem. LAND: Then, she's talking about eating up land. The reality is these datacenters are a model of land use efficiency. We have a ton of land in this country, obviously. NOISE POLLUTION: The supposed noise pollution, that's largely made up. That can be dealt with. You obviously don't want to put these things right next to a residential area, but create a little bit of distance, and it's fine. WATER CONSUMPTION: The whole water consumption thing is largely a hoax. Modern datacenters recirculate the water. AIR POLLUTION: One final thing just on the point that Hochul is making. She said it created a lot of pollution. Natural gas, which is how most of these data centers are powered, is one of the most clean burning sources of power that we have. “When you compare economic impact to all these different things, datacenters are honestly one of the best things we could be building as a nation.”

The All-In Podcast

98,156 Aufrufe • vor 1 Tag

first video from the All-In Summit 2025 - in conversation with Elon Musk available exclusively on X (0:00) Besties welcome Elon via Starlink (05:31) Ukraine and Starlink (19:10) green shoots of X (22:24) the creator economy and optimizing the X experience (26:43) the ADL, free speech, and advocating for peace (32:41) China (37:20) AI (44:30) where are we with self-driving? and MUCH more

first video from the All-In Summit 2025 - in conversation with Elon Musk available exclusively on X (0:00) Besties welcome Elon via Starlink (05:31) Ukraine and Starlink (19:10) green shoots of X (22:24) the creator economy and optimizing the X experience (26:43) the ADL, free speech, and advocating for peace (32:41) China (37:20) AI (44:30) where are we with self-driving? and MUCH more

The All-In Podcast

80,974,201 Aufrufe • vor 2 Jahren

Chamath: Fraud at this scale will end the American Empire if nothing is done “It is a crucible moment for American society.” “If nothing happens and we deem this kind of theft acceptable, it is the beginning of the end of the American Empire.” “It's just a level of disrespect and lack of care for this country.” “I will be waiting and observing how important it is to root this out, that's number one.” “The second, which is more tactical political calculus, this is an enormous opportunity for the Republican Party if they take this and run with this.” “Is there waste, fraud and abuse in every state? Absolutely. I don't think this is endemically a Democratic problem, but the scale of it is so gargantuan in these Democratic states that if the Republicans don't take advantage of it, I think it is a huge political miscalculation.” “So there is this tactical opportunity, which I think if you want to have a chance in the midterms and if you generally wanna have a chance to level-set the country, you must take this and run with it.” “And then separately, if as Friedberg says, it does die on the vine, it is the beginning of the end of the American Empire, unfortunately.”

Chamath: Fraud at this scale will end the American Empire if nothing is done “It is a crucible moment for American society.” “If nothing happens and we deem this kind of theft acceptable, it is the beginning of the end of the American Empire.” “It's just a level of disrespect and lack of care for this country.” “I will be waiting and observing how important it is to root this out, that's number one.” “The second, which is more tactical political calculus, this is an enormous opportunity for the Republican Party if they take this and run with this.” “Is there waste, fraud and abuse in every state? Absolutely. I don't think this is endemically a Democratic problem, but the scale of it is so gargantuan in these Democratic states that if the Republicans don't take advantage of it, I think it is a huge political miscalculation.” “So there is this tactical opportunity, which I think if you want to have a chance in the midterms and if you generally wanna have a chance to level-set the country, you must take this and run with it.” “And then separately, if as Friedberg says, it does die on the vine, it is the beginning of the end of the American Empire, unfortunately.”

The All-In Podcast

10,555,930 Aufrufe • vor 6 Monaten

🚨 POD UP! Fifth Bestie Brad Gerstner is BACK! Brad Gerstner fills in for david friedberg: -- OpenAI vs Anthropic IPOs -- The Open Source Decision in July 2026 -- Meta's New Model, Zuck's Price War -- China to Crack Down on Open Source? -- Trump Accounts Launch (0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from SpaceX, unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism

🚨 POD UP! Fifth Bestie Brad Gerstner is BACK! Brad Gerstner fills in for david friedberg: -- OpenAI vs Anthropic IPOs -- The Open Source Decision in July 2026 -- Meta's New Model, Zuck's Price War -- China to Crack Down on Open Source? -- Trump Accounts Launch (0:00) Bestie intros: Brad Gerstner fills in for Friedberg! (2:58) OpenAI vs Anthropic IPOs: Why it matters who goes first, what they learned from SpaceX, unlimited TAM of intelligence (27:39) The open source decision, Meta's new model, Zuck's price war, AI duopoly (54:29) CCP considering putting export controls on Chinese models, is open source ending in China? (1:03:09) Trump Accounts launch, getting young Americans bought back into capitalism

The All-In Podcast

252,180 Aufrufe • vor 9 Tagen

LIVE from Paris: Former Intel CEO on What Went Wrong + What's Next, Lovable CEO on the Future of Vibe Coding @jason sits down with Pat Gelsinger and Anton Osika (0:00) Former $INTC CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How Lovable is Bringing Down Builder Costs --------------------------- Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Plaud - If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X) And a special thank you to RAISE Summit for hosting us in Paris

LIVE from Paris: Former Intel CEO on What Went Wrong + What's Next, Lovable CEO on the Future of Vibe Coding @jason sits down with Pat Gelsinger and Anton Osika (0:00) Former $INTC CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How Lovable is Bringing Down Builder Costs --------------------------- Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Plaud - If your work depends on conversations — meetings, deal flow, interviews, customer calls — Plaud helps you capture and organize everything with highly accurate AI-generated notes that are not just simple summaries, but also highlight pain points, key decisions, next steps, and customizable summary templates. Check out Plaud at and use code ALLIN for up to 20% off! Which is also available on Amazon: (Code: ALLIN20X) And a special thank you to RAISE Summit for hosting us in Paris

The All-In Podcast

109,949 Aufrufe • vor 4 Tagen

The Media is Not Doing its Job Chamath Palihapitiya breaks down the viral "sharp as a tack" clip: "Six minutes of 100 spokespeople and proxies, and they all had the same thing to say about President Biden, which is, 'He is sharp as a tack.'" "If I asked 100 people on the street, 'What do you think of Elon Musk?' You'd have 100 different statements. There be a general theme, but you would not have even 50 people repeat the exact same words." "You have this funny situation where 100 different people were basically saying the exact same talking point. So it's not even a point of view. It was just something that they were told to say by somebody else." "And that is the real issue: you don't really have an honest media here. So there is no check and balance on power right now."

The Media is Not Doing its Job Chamath Palihapitiya breaks down the viral "sharp as a tack" clip: "Six minutes of 100 spokespeople and proxies, and they all had the same thing to say about President Biden, which is, 'He is sharp as a tack.'" "If I asked 100 people on the street, 'What do you think of Elon Musk?' You'd have 100 different statements. There be a general theme, but you would not have even 50 people repeat the exact same words." "You have this funny situation where 100 different people were basically saying the exact same talking point. So it's not even a point of view. It was just something that they were told to say by somebody else." "And that is the real issue: you don't really have an honest media here. So there is no check and balance on power right now."

The All-In Podcast

36,372,027 Aufrufe • vor 2 Jahren

Brad Gerstner: Anthropic could *ADD* $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

Brad Gerstner: Anthropic could ADD $200B of Revenue in 2027 - “We’ve never seen anything like this in the history of the world.” Brad Gerstner: “Let me be provocative here. If (Anthropic) ends the year with over $100 billion (in revenue), I think they're on a revenue trajectory that could 3-5x again next year. We've never seen anything like this.” @jason: “You're saying $100B to $300B, or $100B to $400B.” Brad: “Our minds were blown if a company could go from $100M to $300M. Now we're talking from $100B to $300B. $200B of incremental revenue is incomprehensible in the history of Silicon Valley.” Chamath Palihapitiya: “In the history of the world.” Brad: “Yeah, in the history of the world. The fact that we're even talking anywhere close to this tells us something different is going on here. I think the thing that's different is that intelligence is the largest TAM we've ever seen in the history of the world. These guys are penetrating it.”

The All-In Podcast

217,062 Aufrufe • vor 8 Tagen

POD UP! 🚨 Besties are back to discuss: -- SpaceX's record IPO, Cursor deal, and the first trillionaire -- The modern politburo and the new oligarchy (david friedberg cooks) -- Behind the scenes of the Anthropic Fable ban -- Iran War peace deal (0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions (33:34) Behind the scenes of the Anthropic Fable ban (1:01:18) Claude psychoanalyzes its creator, Dario Amodei (1:14:31) Iran War MOU and the market impact

POD UP! 🚨 Besties are back to discuss: -- SpaceX's record IPO, Cursor deal, and the first trillionaire -- The modern politburo and the new oligarchy (david friedberg cooks) -- Behind the scenes of the Anthropic Fable ban -- Iran War peace deal (0:00) Bestie intros! (2:41) The New Oligarchs, America's incoming politburo, and learned helplessness (14:18) SpaceX's record breaking IPO, $60B Cursor acquisition, and the trillionaire reactions (33:34) Behind the scenes of the Anthropic Fable ban (1:01:18) Claude psychoanalyzes its creator, Dario Amodei (1:14:31) Iran War MOU and the market impact

The All-In Podcast

813,572 Aufrufe • vor 1 Monat

David Sacks: “ The Democrats want to thwart mass deportations because illegal immigrants are a vital part of their power base.” 🚨 “And you can see this in the 2030 apportionment forecast, which just came out.” “Illegal aliens count towards the census, which occurs every decade, and the census determines the apportionment of congressional seats and electoral votes.” “And what you see in these maps is that citizens of blue states have been migrating to red states because those blue states are failing.” “As a result of that, blue states are expected to lose nine house seats and electoral votes because of the changing population numbers.” “Illegal aliens in blue states have been propping up those numbers, and so for example, in the last election, President Trump would've won an additional nine electoral votes if we had an accurate accounting.”

David Sacks: “ The Democrats want to thwart mass deportations because illegal immigrants are a vital part of their power base.” 🚨 “And you can see this in the 2030 apportionment forecast, which just came out.” “Illegal aliens count towards the census, which occurs every decade, and the census determines the apportionment of congressional seats and electoral votes.” “And what you see in these maps is that citizens of blue states have been migrating to red states because those blue states are failing.” “As a result of that, blue states are expected to lose nine house seats and electoral votes because of the changing population numbers.” “Illegal aliens in blue states have been propping up those numbers, and so for example, in the last election, President Trump would've won an additional nine electoral votes if we had an accurate accounting.”

The All-In Podcast

5,793,551 Aufrufe • vor 5 Monaten

Chamath: Taiwan Loses Its Strategic Importance in 18 Months Chamath Palihapitiya: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”

Chamath: Taiwan Loses Its Strategic Importance in 18 Months Chamath Palihapitiya: “ We're 18 months from Taiwan not being an important moment of conversation the way it is today. Why 18 months? Because we are at a point where we're probably 1-2 nanometers away from being able to do what we need Taiwan to strategically do for us. And so as we scale up our chip fabs, as we get more capacity, and interestingly, there are these orthogonal technologies being developed. I don't know if you guys saw, but Neuralink was showcasing a machine that is literally operating at the almost nanometer scale to do the brain operations for the implantation, all automatically. When you have the dexterity and the capability mechanically to make these things, the real reason then is a very different one than what it is today. Today, it's economic. And if you take that off the table, I think we'll have a very different attitude to Taiwan.”

The All-In Podcast

1,853,099 Aufrufe • vor 2 Monaten

E184: in conversation with Donald J. Trump, live on X (0:00) bestie intros: big house talk! (1:37) economy: regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) foreign policy: ukraine/russia (25:05) foreign policy: israel/palestine (28:13) abortion: stance on a national ban (31:09) foreign policy: china (32:33) covid: origins, fauci relationship, deep state, bad deals (39:39) border: wall, immigration, h-1bs, recruiting global talent (46:07) jfk files: full release, importance of transparency (48:06) debate prediction (50:15) post-interview debrief

E184: in conversation with Donald J. Trump, live on X (0:00) bestie intros: big house talk! (1:37) economy: regulation, taxes, tariffs, taming inflation, de-dollarization (12:02) federal debt: growth, spend control, where to cut, role of energy, nuclear (20:22) foreign policy: ukraine/russia (25:05) foreign policy: israel/palestine (28:13) abortion: stance on a national ban (31:09) foreign policy: china (32:33) covid: origins, fauci relationship, deep state, bad deals (39:39) border: wall, immigration, h-1bs, recruiting global talent (46:07) jfk files: full release, importance of transparency (48:06) debate prediction (50:15) post-interview debrief

The All-In Podcast

25,637,053 Aufrufe • vor 2 Jahren

FOURTH OF JULY WEEKEND POD! 🚨 Besties are BACK! -- AI Sovereignty Wars -- Palantir-Nvidia Deal -- Alex Karp's CNBC "Crash Out" -- Fable 5 Restrictions Lifted -- SCOTUS Birthright Ruling -- Newsom’s CA Budget Lie -- Could California break apart the Union? (0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crash Out" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union

FOURTH OF JULY WEEKEND POD! 🚨 Besties are BACK! -- AI Sovereignty Wars -- Palantir-Nvidia Deal -- Alex Karp's CNBC "Crash Out" -- Fable 5 Restrictions Lifted -- SCOTUS Birthright Ruling -- Newsom’s CA Budget Lie -- Could California break apart the Union? (0:00) Bestie intros: Happy Fourth of July! (0:21) Palantir-Nvidia open source deal, Alex Karp's CNBC "Crash Out" (33:52) Update on the AI jobs debate (50:24) Anthropic's Fable 5 available after export restrictions lifted (59:06) SCOTUS upholds birthright citizenship, striking Trump's EO (1:21:30) Newsom's "balanced budget" and how California's dire fiscal situation could break apart the Union

The All-In Podcast

296,346 Aufrufe • vor 16 Tagen

full two-hour conversation with GOP candidate Chris Christie... live on X! the former nj governor joins the besties and goes deep on: (2:14) national debt crisis (14:04) foreign policy (25:28) ukraine/russia (36:47) defense spend, zero-based budgeting (50:01) immigration (1:02:24) fentanyl crisis, criminal justice reform (1:17:41) prosecuting trump (1:23:16) past controversies and MUCH more

full two-hour conversation with GOP candidate Chris Christie... live on X! the former nj governor joins the besties and goes deep on: (2:14) national debt crisis (14:04) foreign policy (25:28) ukraine/russia (36:47) defense spend, zero-based budgeting (50:01) immigration (1:02:24) fentanyl crisis, criminal justice reform (1:17:41) prosecuting trump (1:23:16) past controversies and MUCH more

The All-In Podcast

29,232,836 Aufrufe • vor 2 Jahren

E143 - now in full on X! (0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current investable metrics right now in VC (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions (1:39:46) Vivek's comments on the Climate Agenda (1:47:07) Prigozhin crash

E143 - now in full on X! (0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS! (2:58) All-In Tequila update (10:04) Nvidia smashes earnings, GPU market outlook (37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market (49:51) Sacks on current investable metrics right now in VC (55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions (1:39:46) Vivek's comments on the Climate Agenda (1:47:07) Prigozhin crash

The All-In Podcast

29,445,357 Aufrufe • vor 2 Jahren

Bill Gurley: Anthropic Thinks It’s Building God @jason: It is the ultimate level of narcissism and delusion of grandeur to think you can create God. Bill Gurley: “Anthropic is a mystery to me. I've never, ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do. And my initial theory was the regulatory capture theory. Quite frankly, I think they're very close to achieving that. But then they just got so loud that I've literally, in the past 30 days, read everything I can about Anthropic, and I've come up with a new theory. I call it the Dr. Frankenstein theory. The more I dig, I've met people who, I dare say, think it's their responsibility, and they're excited about, building a species that's superior to humans. Dario wrote this blog post called ‘Machines of Loving Grace.’ It was based on a poem. The last stanza of the poem says, ‘I like to think of a cybernetic ecology where we are free of our labors, and joined back to nature, returned to our mammal brothers and sisters, and all watched over by machines of loving grace.’ Sounds like an overlord to me. And then in Dario's post, he says, ‘It could be a capitalist economy of AI systems which then give out resources to humans based on some secondary economy of what the AI systems think makes sense to reward in humans…’ So I don't think they think they're writing software. I think they're midwifing a deity here.” Jason: “These are delusions of grandeur. Let's call it what it is. They believe that they're so powerful, these individuals, that they can create God, and that by creating God, they are like this Prometheus kind of species. It literally is the ultimate level of narcissism and delusion of grandeur to think you can create God.”

Bill Gurley: Anthropic Thinks It’s Building God @jason: It is the ultimate level of narcissism and delusion of grandeur to think you can create God. Bill Gurley: “Anthropic is a mystery to me. I've never, ever seen a company that is both leading their field and the most negatively outspoken commenter on what they do. And my initial theory was the regulatory capture theory. Quite frankly, I think they're very close to achieving that. But then they just got so loud that I've literally, in the past 30 days, read everything I can about Anthropic, and I've come up with a new theory. I call it the Dr. Frankenstein theory. The more I dig, I've met people who, I dare say, think it's their responsibility, and they're excited about, building a species that's superior to humans. Dario wrote this blog post called ‘Machines of Loving Grace.’ It was based on a poem. The last stanza of the poem says, ‘I like to think of a cybernetic ecology where we are free of our labors, and joined back to nature, returned to our mammal brothers and sisters, and all watched over by machines of loving grace.’ Sounds like an overlord to me. And then in Dario's post, he says, ‘It could be a capitalist economy of AI systems which then give out resources to humans based on some secondary economy of what the AI systems think makes sense to reward in humans…’ So I don't think they think they're writing software. I think they're midwifing a deity here.” Jason: “These are delusions of grandeur. Let's call it what it is. They believe that they're so powerful, these individuals, that they can create God, and that by creating God, they are like this Prometheus kind of species. It literally is the ultimate level of narcissism and delusion of grandeur to think you can create God.”

The All-In Podcast

915,029 Aufrufe • vor 1 Monat

J-Cal: Nvidia is taking the gloves off with its open source model. They will own the whole stack. “You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you. Now, why has Nvidia and Jensen downplayed their open source model until this moment? Why would he do that? Why would he never bring it up in the All-In interview, never bring it up? Because his top customers (OpenAI, Anthropic, etc.) were very concerned, from what I understand, about the fact that Nvidia had made so much progress on their open source model. But suddenly, after OpenAI announced their Jalapeno chips, after Anthropic started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, Nvidia's taking the gloves off. They are going to own the whole stack. You get the hardware from them, and you're going to get a model that's competitive with OpenAI's for free.”

J-Cal: Nvidia is taking the gloves off with its open source model. They will own the whole stack. “You will not be able to tell the difference between Jensen Huang's open source LLM and Claude for 95% of your searches, I guarantee you. Now, why has Nvidia and Jensen downplayed their open source model until this moment? Why would he do that? Why would he never bring it up in the All-In interview, never bring it up? Because his top customers (OpenAI, Anthropic, etc.) were very concerned, from what I understand, about the fact that Nvidia had made so much progress on their open source model. But suddenly, after OpenAI announced their Jalapeno chips, after Anthropic started making chips, after AMD did successful projects with both of these companies, after Elon said he's going to do his own fab, Nvidia's taking the gloves off. They are going to own the whole stack. You get the hardware from them, and you're going to get a model that's competitive with OpenAI's for free.”

The All-In Podcast

226,479 Aufrufe • vor 14 Tagen

LIVE from Paris: Jason Interviews Two AI CEOs Disrupting Trillion-Dollar Industries: Voice and Legal Will we see the end of the billable hour? ElevenLabs Mati Staniszewski Legora Max Junestrand @jason (0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour (42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models --------------------------- Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit #OracleAIExperienceLive

LIVE from Paris: Jason Interviews Two AI CEOs Disrupting Trillion-Dollar Industries: Voice and Legal Will we see the end of the billable hour? ElevenLabs Mati Staniszewski Legora Max Junestrand @jason (0:00) ElevenLabs' $600M ARR Ramp, 600 Employees & Life Without PMs (15:34) Celebrity Voice Deals, Deepfake Impersonation & Racing OpenAI and Anthropic (31:42) Legora's Hypergrowth, Disrupting Law Firms & the Billable Hour (42:31) LexisNexis Decline, Legal Data Moats & Legora's Narrow AI Models --------------------------- Thanks to our partners for making this possible! Airwallex is a leading global payments and financial platform for modern businesses, offering trusted solutions to manage everything from business accounts, payments, treasury, and spend management to embedded finance. Oracle powers AI at every scale—from frontier labs to enterprise production. Your data. Leading models. No lock-in. One platform, architected for AI. Built for business. Visit #OracleAIExperienceLive

The All-In Podcast

88,958 Aufrufe • vor 6 Tagen