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🚨 All-In Interview! Friedberg sits down with Senator Rand Paul -- Tariff consequences -- Trade policy -- China relations -- Fragility of the financial system -- Debt and spending -- AI and the economy -- Voting against the OBBB -- COVID cover up (0:00) David Friedberg welcomes Senator Rand...

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The All-In Podcast

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🚨 BREAKING: RAND PAUL: CIA WHISTLEBLOWER TO EXPOSE COVID COVER-UP Senator Rand Paul says a CIA whistleblower will testify before Congress TOMORROW that the intelligence community covered up the likely origins of COVID for years. According to Paul, CIA scientists reportedly concluded internally that COVID most likely came from a Wuhan lab leak… But senior officials allegedly overruled them. Paul claims: • 5 out of 6 CIA scientists reportedly believed COVID leaked from the lab • Their findings were allegedly changed at the last minute • U.S.-funded gain-of-function research in Wuhan is now under renewed scrutiny • Intelligence officials are accused of obstructing declassification efforts • Whistleblowers inside the system are still facing resistance One of the most explosive allegations is this: A report allegedly stating the virus likely came from the lab was reportedly altered overnight to instead favour a natural origin narrative. Rand Paul also renewed accusations that U.S. taxpayer-funded research may have played a role in the pandemic itself. And he says the cover-up goes far beyond COVID. “We do have a problem in our country of classifying too many things.” If tomorrow’s testimony delivers what Paul is suggesting… it could reignite one of the biggest political and scientific scandals of modern times. Rand Paul
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🚨 BREAKING: RAND PAUL: CIA WHISTLEBLOWER TO EXPOSE COVID COVER-UP Senator Rand Paul says a CIA whistleblower will testify before Congress TOMORROW that the intelligence community covered up the likely origins of COVID for years. According to Paul, CIA scientists reportedly concluded internally that COVID most likely came from a Wuhan lab leak… But senior officials allegedly overruled them. Paul claims: • 5 out of 6 CIA scientists reportedly believed COVID leaked from the lab • Their findings were allegedly changed at the last minute • U.S.-funded gain-of-function research in Wuhan is now under renewed scrutiny • Intelligence officials are accused of obstructing declassification efforts • Whistleblowers inside the system are still facing resistance One of the most explosive allegations is this: A report allegedly stating the virus likely came from the lab was reportedly altered overnight to instead favour a natural origin narrative. Rand Paul also renewed accusations that U.S. taxpayer-funded research may have played a role in the pandemic itself. And he says the cover-up goes far beyond COVID. “We do have a problem in our country of classifying too many things.” If tomorrow’s testimony delivers what Paul is suggesting… it could reignite one of the biggest political and scientific scandals of modern times. Rand Paul

Jim Ferguson

14,112 Aufrufe • vor 2 Monaten

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future
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As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

Raoul Pal

280,145 Aufrufe • vor 1 Jahr

NEW INTERVIEW: secretary of the interior doug burgum sits down with friedberg!🛢️🔋⚡️ this interview was recorded at sabine pass in louisiana Secretary Doug Burgum joined david friedberg to discuss: -- how his background in tech and as governor of north dakota led to his role in the administration -- america's energy emergency: ai, competing with china, the energy addition roadmap -- making america more risk-on -- creating a national balance sheet ++ much more (0:00) friedberg introduces secretary burgum (2:11) burgum's background and how it led him to his role in the administration (10:56) understanding the state of american energy production and how we got here (22:32) america's energy emergency, unlocking potential, keeping up with china, increasing national risk tolerance (34:22) burgum's national balance sheet idea: how it could help reduce national debt (42:25) mining, overseeing the epa, aligning agencies with outcomes
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NEW INTERVIEW: secretary of the interior doug burgum sits down with friedberg!🛢️🔋⚡️ this interview was recorded at sabine pass in louisiana Secretary Doug Burgum joined david friedberg to discuss: -- how his background in tech and as governor of north dakota led to his role in the administration -- america's energy emergency: ai, competing with china, the energy addition roadmap -- making america more risk-on -- creating a national balance sheet ++ much more (0:00) friedberg introduces secretary burgum (2:11) burgum's background and how it led him to his role in the administration (10:56) understanding the state of american energy production and how we got here (22:32) america's energy emergency, unlocking potential, keeping up with china, increasing national risk tolerance (34:22) burgum's national balance sheet idea: how it could help reduce national debt (42:25) mining, overseeing the epa, aligning agencies with outcomes

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Here's my conversation with Keyu Jin all about China. She is an economist specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:47 - Misconceptions about China 5:17 - Education in China 14:34 - Economic reforms of Deng Xiaoping 19:53 - Mayor economy and GDP growth race 33:40 - Growing up in China 39:18 - First time in the US 43:32 - China's government vs business sector 47:06 - Communism and capitalism 50:45 - Jack Ma 56:58 - China's view on innovation and copying ideas 1:03:35 - DeepSeek moment 1:07:29 - CHIPS Act 1:09:16 - Tariffs and Trade 1:21:41 - Immigration 1:26:28 - Taiwan 1:32:14 - One-child policy 1:40:11 - China's economy collapse predictions 1:44:54 - Advice for visiting China
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Here's my conversation with Keyu Jin all about China. She is an economist specializing in China's economy, international macroeconomics, global trade imbalances, and financial policy. She is the author of The New China Playbook: Beyond Socialism and Capitalism. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Introduction 0:47 - Misconceptions about China 5:17 - Education in China 14:34 - Economic reforms of Deng Xiaoping 19:53 - Mayor economy and GDP growth race 33:40 - Growing up in China 39:18 - First time in the US 43:32 - China's government vs business sector 47:06 - Communism and capitalism 50:45 - Jack Ma 56:58 - China's view on innovation and copying ideas 1:03:35 - DeepSeek moment 1:07:29 - CHIPS Act 1:09:16 - Tariffs and Trade 1:21:41 - Immigration 1:26:28 - Taiwan 1:32:14 - One-child policy 1:40:11 - China's economy collapse predictions 1:44:54 - Advice for visiting China

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THE ALL-IN INTERVIEW IS BACK! the legend Ray Dalio joins david friedberg to discuss: -- why the current market reminds him of 1998-1999 -- portfolio construction for uncertain times -- why trump is the better option to avoid a debt crisis -- the DC machine's opposition to Department of Government Efficiency -- the "AI war" and china risk factors (re: deepseek) -- chances of conflict btwn us and china (0:00) ray dalio joins friedberg! (0:50) the current us fiscal situation (6:23) breaking down "the big debt cycle," a potential us debt spiral, and the impact on real wealth (24:54) usd vs other currencies and assets, best hedges against the dollar (33:20) portfolio construction, how china increases risk for us ai companies, why this market reminds ray of 1998-1999 (41:45) how the us can avoid a debt crisis (53:29) doge, trump, and ai's greatest risk (1:05:31) chances of conflict between the us and china
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THE ALL-IN INTERVIEW IS BACK! the legend Ray Dalio joins david friedberg to discuss: -- why the current market reminds him of 1998-1999 -- portfolio construction for uncertain times -- why trump is the better option to avoid a debt crisis -- the DC machine's opposition to Department of Government Efficiency -- the "AI war" and china risk factors (re: deepseek) -- chances of conflict btwn us and china (0:00) ray dalio joins friedberg! (0:50) the current us fiscal situation (6:23) breaking down "the big debt cycle," a potential us debt spiral, and the impact on real wealth (24:54) usd vs other currencies and assets, best hedges against the dollar (33:20) portfolio construction, how china increases risk for us ai companies, why this market reminds ray of 1998-1999 (41:45) how the us can avoid a debt crisis (53:29) doge, trump, and ai's greatest risk (1:05:31) chances of conflict between the us and china

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🚨In the last five months, inflation in the US has slowed to an annualized rate of 1.4%, contrasted with President Biden’s 8.6% in his first 18 months. Heritage Foundation chief economist E.J. Antoni, Ph.D. explains the economic impact of the Trump administration’s policies. 01:21 - Changes in the Economy Under Trump 05:16 - COVID-19 Spending and Its Inflationary Impact 10:01 - Egg Prices and Government Intervention 12:04 - Energy Markets and the Iran-Israel Conflict 14:33 - Global Oil Trade and Sanctions 16:53 - Tariffs, Transshipment, and Trade Abuses 19:26 - US-China Trade Relations and Deal Prospects 21:03 - Rare Earth Metals and Economic Dependencies 23:02 - Global Trade Dynamics and Interdependence 32:39 - Regulatory Burdens and Manufacturing 34:51 - Rebuilding American Manufacturing 47:42 - The Big Beautiful Bill: Budget Reconciliation 56:17 - National Debt and Economic Sustainability 1:05:05 - Border Security and Social Safety Provisions 1:07:04 - Second-Order Effects of Immigration Policies 1:13:05 - American Families' Economic Well-being
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🚨In the last five months, inflation in the US has slowed to an annualized rate of 1.4%, contrasted with President Biden’s 8.6% in his first 18 months. Heritage Foundation chief economist E.J. Antoni, Ph.D. explains the economic impact of the Trump administration’s policies. 01:21 - Changes in the Economy Under Trump 05:16 - COVID-19 Spending and Its Inflationary Impact 10:01 - Egg Prices and Government Intervention 12:04 - Energy Markets and the Iran-Israel Conflict 14:33 - Global Oil Trade and Sanctions 16:53 - Tariffs, Transshipment, and Trade Abuses 19:26 - US-China Trade Relations and Deal Prospects 21:03 - Rare Earth Metals and Economic Dependencies 23:02 - Global Trade Dynamics and Interdependence 32:39 - Regulatory Burdens and Manufacturing 34:51 - Rebuilding American Manufacturing 47:42 - The Big Beautiful Bill: Budget Reconciliation 56:17 - National Debt and Economic Sustainability 1:05:05 - Border Security and Social Safety Provisions 1:07:04 - Second-Order Effects of Immigration Policies 1:13:05 - American Families' Economic Well-being

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EXCLUSIVE: Full interview with Charles Hoskinson as he dives into politics and public perception, the importance of governance, AI's emerging threat to crypto ecosystems and privacy. 00:00 Market Manipulation and Political Weaponization 00:24 Breaking Free: Privacy and Blockchain 00:45 Introduction to the Interview 02:05 Charles Hoskinson on Social Media and Bots 04:16 Crypto Industry's Current Challenges 06:01 Retail Investors and Market Polarization 06:35 Lost Soul of Cryptocurrency 10:42 Trump's Impact on Crypto Legislation 13:42 Regulatory Framework and Government Involvement 19:52 Leadership and Strategy in Crypto Regulation 29:05 Frustrations with Current Financial Regulations 30:25 Political Challenges in Passing Crypto Legislation 31:37 Lack of Accountability in Government 37:21 Global Crypto Market Outlook 40:52 Cardano's Achievements and Future Plans 46:48 Midnight and the Future of Privacy in Crypto 52:52 AI and Quantum Threats to Crypto 55:24 Conclusion and Final Thoughts

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. Derek Thompson and Tweets from Zach Weinberg discuss the tariff withdrawal and America’s future (00:00) Intro (00:20) Trump's Trade Policy and Its Implications (01:30) The Uncertainty of Tariff Policies (02:12) Impact on American Manufacturing (05:15) Stock Market Reactions (07:00) Debating the Effectiveness of Tariffs (10:02) Wall Street vs. Main Street (18:44) Housing and Healthcare Challenges (34:53) Historical Context of Housing Regulations (41:48) The Reality of Construction Jobs (42:35) The American Dream and Housing Costs (42:57) The 30-Year Mortgage and Its Impact (43:48) Comparing Home Ownership to Stock Market Investments (45:14) Political Reception of the Book 'Abundance' (46:17) Pro-Business Democrats and Government's Role (48:38) The Need for Aggressive Democratic Leaders (51:18) The Importance of Economic Growth (01:01:26) Debating Government's Role in Industrial Policy (01:03:34) Challenges in the Semiconductor Industry (01:13:19) The Housing Problem in New York City (01:15:26) Conclusion and Final Thoughts
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. Derek Thompson and Tweets from Zach Weinberg discuss the tariff withdrawal and America’s future (00:00) Intro (00:20) Trump's Trade Policy and Its Implications (01:30) The Uncertainty of Tariff Policies (02:12) Impact on American Manufacturing (05:15) Stock Market Reactions (07:00) Debating the Effectiveness of Tariffs (10:02) Wall Street vs. Main Street (18:44) Housing and Healthcare Challenges (34:53) Historical Context of Housing Regulations (41:48) The Reality of Construction Jobs (42:35) The American Dream and Housing Costs (42:57) The 30-Year Mortgage and Its Impact (43:48) Comparing Home Ownership to Stock Market Investments (45:14) Political Reception of the Book 'Abundance' (46:17) Pro-Business Democrats and Government's Role (48:38) The Need for Aggressive Democratic Leaders (51:18) The Importance of Economic Growth (01:01:26) Debating Government's Role in Industrial Policy (01:03:34) Challenges in the Semiconductor Industry (01:13:19) The Housing Problem in New York City (01:15:26) Conclusion and Final Thoughts

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Elon Musk is Back ... In Politics (Can the America Party work in the US) - Episode #24 of The Gigacast ---------------------------------------------------------- 0:00 Introduction 1:00 Elon Musk announces formation of the "America Party" 3:30 Can the America Party boost or harm Tesla's shareholder value? 8:50 Elon Musk's clash with analyst Dan Ives 10:00 America Party's strategy and unfulfilled government promises 15:22 Big Beautiful Bill: Effects on U.S. infrastructure 20:10 Private entities vs. government energy investments 22:09 Elimination of the EV tax credit 25:17 Status of Tesla’s new affordable vehicle 28:55 U.S. trade war and its impact on Tesla’s new model 33:00 Who’s advocating for AI and energy in government? 37:45 Robotaxi project updates 44:00 Waymo expands to New York and Philadelphia 47:15 Tesla’s FSD marketing and social media strategy suggestions 52:15 Is X’s CEO stepping down? 59:22 The future of X and Grok 4 1:03:00 Responding to viewer comments
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Elon Musk is Back ... In Politics (Can the America Party work in the US) - Episode #24 of The Gigacast ---------------------------------------------------------- 0:00 Introduction 1:00 Elon Musk announces formation of the "America Party" 3:30 Can the America Party boost or harm Tesla's shareholder value? 8:50 Elon Musk's clash with analyst Dan Ives 10:00 America Party's strategy and unfulfilled government promises 15:22 Big Beautiful Bill: Effects on U.S. infrastructure 20:10 Private entities vs. government energy investments 22:09 Elimination of the EV tax credit 25:17 Status of Tesla’s new affordable vehicle 28:55 U.S. trade war and its impact on Tesla’s new model 33:00 Who’s advocating for AI and energy in government? 37:45 Robotaxi project updates 44:00 Waymo expands to New York and Philadelphia 47:15 Tesla’s FSD marketing and social media strategy suggestions 52:15 Is X’s CEO stepping down? 59:22 The future of X and Grok 4 1:03:00 Responding to viewer comments

The Gigacast

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🇺🇸 all-in takes dc part 2! Chamath Palihapitiya and david friedberg sit down with U.S. Department of Commerce secretary Howard Lutnick for another long-form interview 🔥 -- insights from running trump's transition team -- creating Department of Government Efficiency with Elon Musk -- fixing gdp -- tariff strategy -- how to sell 1m+ trump cards -- government software strategies ++ much, much more (0:00) chamath and friedberg welcome commerce secretary howard lutnick! (1:10) howard describes his 30+ year relationship with president trump and his road from business to politics (14:44) running trump's transition team, doge origin story, what it's like working for trump (38:01) balancing the budget and fixing gdp (52:21) tariff history and strategy, global trade (1:10:34) trump cards, building better government software, ai thoughts (1:22:49) sovereign wealth fund strategy (1:37:16) how his family reacted to his new role
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🇺🇸 all-in takes dc part 2! Chamath Palihapitiya and david friedberg sit down with U.S. Department of Commerce secretary Howard Lutnick for another long-form interview 🔥 -- insights from running trump's transition team -- creating Department of Government Efficiency with Elon Musk -- fixing gdp -- tariff strategy -- how to sell 1m+ trump cards -- government software strategies ++ much, much more (0:00) chamath and friedberg welcome commerce secretary howard lutnick! (1:10) howard describes his 30+ year relationship with president trump and his road from business to politics (14:44) running trump's transition team, doge origin story, what it's like working for trump (38:01) balancing the budget and fixing gdp (52:21) tariff history and strategy, global trade (1:10:34) trump cards, building better government software, ai thoughts (1:22:49) sovereign wealth fund strategy (1:37:16) how his family reacted to his new role

The All-In Podcast

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🚨🚨 new all-in interview: jared isaacman on what went wrong at nasa Jared Isaacman joins david friedberg for an incredible conversation on: -- being nominated by president trump to lead nasa -- the problems at nasa and his plan to fix them: misalignment, bureaucracy, external forces -- breaking down the proposed budget cuts to nasa -- why china caught up in defense and space, and how to change america's trajectory -- private vs public in the space industry -- why his nomination was withdrawn days before he was set to be confirmed (0:00) david friedberg welcomes Jared Isaacman (1:10) jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) relationship with elon and spacex, road to becoming a commercial astronaut (16:37) becoming trump's nominee to lead nasa, the major issues at nasa and his plan to fix them (31:52) breaking down nasa's proposed budget cuts, the space race against china, private vs public space industry (48:31) why jared's nomination was withdrawn by president trump
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🚨🚨 new all-in interview: jared isaacman on what went wrong at nasa Jared Isaacman joins david friedberg for an incredible conversation on: -- being nominated by president trump to lead nasa -- the problems at nasa and his plan to fix them: misalignment, bureaucracy, external forces -- breaking down the proposed budget cuts to nasa -- why china caught up in defense and space, and how to change america's trajectory -- private vs public in the space industry -- why his nomination was withdrawn days before he was set to be confirmed (0:00) david friedberg welcomes Jared Isaacman (1:10) jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) relationship with elon and spacex, road to becoming a commercial astronaut (16:37) becoming trump's nominee to lead nasa, the major issues at nasa and his plan to fix them (31:52) breaking down nasa's proposed budget cuts, the space race against china, private vs public space industry (48:31) why jared's nomination was withdrawn by president trump

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All-In Interview: FDA Commissioner Dr. Marty Makary david friedberg sits down with Dr. Marty Makary for a comprehensive convo on his overhaul of the FDA: -- Safely accelerating clinical trials -- US vs China in biotech -- Fixing the Food Pyramid -- Rethinking vaccines with common sense -- Cutting drug prices -- Power of AI in healthcare (0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 40+ major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines (33:13) Reshaping the failed Food Pyramid (41:29) GLP-1s and America’s Obesity Epidemic (49:54) Rethinking vaccines from first principles (59:40) Lowering drug prices, the power of AI for healthcare (1:18:57) What causes autism?
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All-In Interview: FDA Commissioner Dr. Marty Makary david friedberg sits down with Dr. Marty Makary for a comprehensive convo on his overhaul of the FDA: -- Safely accelerating clinical trials -- US vs China in biotech -- Fixing the Food Pyramid -- Rethinking vaccines with common sense -- Cutting drug prices -- Power of AI in healthcare (0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 40+ major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals safely, how to cut down on clinical trial timelines (33:13) Reshaping the failed Food Pyramid (41:29) GLP-1s and America’s Obesity Epidemic (49:54) Rethinking vaccines from first principles (59:40) Lowering drug prices, the power of AI for healthcare (1:18:57) What causes autism?

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🤠all-in LIVE from austin with special guests!🤠 @jason and david friedberg are joined by: -- Colin and Samir ✌🏼✌🏾 -- Chris Williamson -- Bryan Johnson topics: 📺 breaking down the creator economy 📈 scaling a content business 💰 monetizing + biz models for creators ✍️ advice for up and comers ++ much more! (0:00) friedberg and jason are live from austin! (2:51) how building an audience has impacted the besties (11:15) colin and samir join the besties! (12:01) evolution of short-form and long-form content (22:18) business models for creatives (35:04) advice to up and coming creators (42:10) chris williamson joins the besties! (50:17) making it seem effortless (57:47) monetizing content (1:05:02) scaling a one-man show (1:19:15) bryan johnson joins the besties! (1:20:13) spotify’s move to video (1:21:21) bryan’s ketamine experience (1:28:03) creators and value props (1:36:52) issues with the us food industry (1:43:10) top tips for healthy living thanks to our partners for making this happen: -- Gemini: -- Function Health: gift code ALLIN100 for $100 off membership - limited to the first 1K listeners) -- NiagenPlus:
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WATCH - The War on Bitcoin Wallets: Why CLARITY is Make or Break | Bitcoin Policy Hour Ep. 17 🇺🇸 On the CLARITY Act, saveourwallets, defending the right to self-custody, and why financial privacy is on the chopping block in Congress. Feat. Bitcoin Policy Institute's Zack Shapiro, Zack Cohen & special guest Kyle Olney Chapters: 00:00 - Introduction: Context on Bitcoin Policy and AI 01:26 - Save Our Wallets: Background and Purpose 07:04 - Current Status and Challenges of Market Structure Legislation 14:38 - Regulatory Rollback Risks 18:07 - Implications of the Market Structure Bill for Bitcoin 20:03 - The Decisive Moment: Schrodinger's Bill? 20:52 - Why Developer Protections Matter for Bitcoin's Future 23:05 - Legal and Philosophical Challenges of Regulating Infrastructure 36:35 - How To: Win the Political Game 39:22 - Reaching the Middle Ground in the Senate 46:10 - Bitcoin's Success and Government Pushback 48:15 - The Fight for Freedom Money 50:44 - Final Call to Action - SAVE OUR WALLETS
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POD UP! 🚨 Fifth Bestie Brad Gerstner (Brad Gerstner) fills in for Friedberg -- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory -- Dario's potential monopoly... could Anthropic overtake the Mag 7? -- The "FDA for AI" panic: Policy flip or fake news? -- Trading the AI market, state of the economy (0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy
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POD UP! 🚨 Fifth Bestie Brad Gerstner (Brad Gerstner) fills in for Friedberg -- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory -- Dario's potential monopoly... could Anthropic overtake the Mag 7? -- The "FDA for AI" panic: Policy flip or fake news? -- Trading the AI market, state of the economy (0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy

The All-In Podcast

444,046 Aufrufe • vor 2 Monaten

POD UP🚨 Aaron Levie and Ryan Petersen join the show, david friedberg is off this week! -- trump's first 100 days: what worked, what can improve -- tariffs deep dive: impact on global trade -- amazon backs down on tariffs pricing -- ai agents: the next great product -- how ai will 1,000,000x over the next four years (0:00) the besties welcome box's aaron levie and flexport's ryan petersen! (4:05) is sacks back? (8:16) reacting to trump's first 100 days (28:13) global trade disruption, how businesses are dealing with tariffs (49:11) amazon flip-flops on tariff pricing feature; national security issues (1:04:10) ai agents, 1,000,000x'ing ai, and more
1:35:04

POD UP🚨 Aaron Levie and Ryan Petersen join the show, david friedberg is off this week! -- trump's first 100 days: what worked, what can improve -- tariffs deep dive: impact on global trade -- amazon backs down on tariffs pricing -- ai agents: the next great product -- how ai will 1,000,000x over the next four years (0:00) the besties welcome box's aaron levie and flexport's ryan petersen! (4:05) is sacks back? (8:16) reacting to trump's first 100 days (28:13) global trade disruption, how businesses are dealing with tariffs (49:11) amazon flip-flops on tariff pricing feature; national security issues (1:04:10) ai agents, 1,000,000x'ing ai, and more

The All-In Podcast

791,571 Aufrufe • vor 1 Jahr

Our new pod with former Airbus CTO Paul Eremenko is up. On the era of the AI engineer (P-1 AI) and where aerospace is heading Timestamps 00:00:00 - Intro 00:02:52 - Ukraine to Kentucky transition 00:07:27 - Prestigious family military background 00:09:33 - Flying solo at sixteen 00:12:09 - MIT AI lab rejection 00:14:02 - Approaching the singularity 00:16:06 - Youngest Airbus CTO 00:27:38 - Boeing vs Airbus 00:30:15 - Universal Hydrogen ups and downs 00:33:12 - Data centers killed hydrogen 00:38:20 - AI for starships vision 00:49:01 - Synthetic training data breakthrough 01:03:08 - Future airplane designs
1:18:18

Our new pod with former Airbus CTO Paul Eremenko is up. On the era of the AI engineer (P-1 AI) and where aerospace is heading Timestamps 00:00:00 - Intro 00:02:52 - Ukraine to Kentucky transition 00:07:27 - Prestigious family military background 00:09:33 - Flying solo at sixteen 00:12:09 - MIT AI lab rejection 00:14:02 - Approaching the singularity 00:16:06 - Youngest Airbus CTO 00:27:38 - Boeing vs Airbus 00:30:15 - Universal Hydrogen ups and downs 00:33:12 - Data centers killed hydrogen 00:38:20 - AI for starships vision 00:49:01 - Synthetic training data breakthrough 01:03:08 - Future airplane designs

Core Memory

14,718 Aufrufe • vor 1 Jahr

Here's my conversation with Bill Ackman, a legendary activist investor who has led some of the biggest and most controversial financial trades in history. We cover a lot of topics from the basics of investing to the stories of multi-billion dollar financial battles to the recent saga of Harvard president testimony/resignation and the chaos that followed. First 3 hours are posted here (current X limit), and full version is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 0:47 - Investing basics 5:39 - Investing in music 14:00 - Process of researching companies 18:39 - Investing in restaurants 24:08 - Investing in Google 29:50 - AI 35:05 - Warren Buffet 37:14 - Psychology of investing 46:45 - Activist investing 56:33 - General Growth Properties 1:12:49 - Canadian Pacific Railway 1:20:13 - OpenAI 1:24:24 - Biggest loss and lowest point 1:39:13 - Herbalife and Carl Icahn 1:56:03 - Oct 7 2:02:34 - College campus protests 2:21:01 - DEI in universities 2:41:52 - Neri Oxman 3:07:22 - X and free speech 3:11:46 - Trump 3:19:22 - Dean Phillips 3:26:28 - Future
2:59:59

Here's my conversation with Bill Ackman, a legendary activist investor who has led some of the biggest and most controversial financial trades in history. We cover a lot of topics from the basics of investing to the stories of multi-billion dollar financial battles to the recent saga of Harvard president testimony/resignation and the chaos that followed. First 3 hours are posted here (current X limit), and full version is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 0:47 - Investing basics 5:39 - Investing in music 14:00 - Process of researching companies 18:39 - Investing in restaurants 24:08 - Investing in Google 29:50 - AI 35:05 - Warren Buffet 37:14 - Psychology of investing 46:45 - Activist investing 56:33 - General Growth Properties 1:12:49 - Canadian Pacific Railway 1:20:13 - OpenAI 1:24:24 - Biggest loss and lowest point 1:39:13 - Herbalife and Carl Icahn 1:56:03 - Oct 7 2:02:34 - College campus protests 2:21:01 - DEI in universities 2:41:52 - Neri Oxman 3:07:22 - X and free speech 3:11:46 - Trump 3:19:22 - Dean Phillips 3:26:28 - Future

Lex Fridman

1,963,662 Aufrufe • vor 2 Jahren

Elon Musk's New Answer To Our Debt Problem - Episode #18 of the Gigacast --------------------------------------------- 00:45 Disappointment with D.O.G.E. from Elon Musk and the Public 05:10 DOGE's Impact and Discrepancies in Government Spending 07:41 Elon’s Move Away from Political Involvement 10:10 AI and Its Societal Implications 13:06 Robotics and how Optimus will help with the Future of GDP Growth 17:57 AI Evolution and Associated Risks/xAI/Grok 26:28 SpaceX’s Latest Starship Launch and Test Flight / Elon Musk's Goal of Getting To Mars 31:49 SpaceX Innovations and Challenges 35:24 SpaceX’s Public Progress and Media Coverage 39:52 Neuralink’s Advancements and Future Prospects 45:40 Tesla Corner with Jowua ---------------------------------------------
59:34

Elon Musk's New Answer To Our Debt Problem - Episode #18 of the Gigacast --------------------------------------------- 00:45 Disappointment with D.O.G.E. from Elon Musk and the Public 05:10 DOGE's Impact and Discrepancies in Government Spending 07:41 Elon’s Move Away from Political Involvement 10:10 AI and Its Societal Implications 13:06 Robotics and how Optimus will help with the Future of GDP Growth 17:57 AI Evolution and Associated Risks/xAI/Grok 26:28 SpaceX’s Latest Starship Launch and Test Flight / Elon Musk's Goal of Getting To Mars 31:49 SpaceX Innovations and Challenges 35:24 SpaceX’s Public Progress and Media Coverage 39:52 Neuralink’s Advancements and Future Prospects 45:40 Tesla Corner with Jowua ---------------------------------------------

The Gigacast

50,530 Aufrufe • vor 1 Jahr