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🚨Besties are BACK!🚨 The core four cover: -- Bernie's datacenter moratorium, why should the average American care about the AI race? -- Solutions for fixing AI's negative perception -- China's major EUV breakthrough, what this means for ASML and the AI race -- Inflation, unemployment, jobs, could we see...

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The All-In Podcast

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492,867 görüntüleme • 6 ay önce •via X (Twitter)

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🚨 besties are back! -- trump ai speech & action plan -- dc ai summit recap -- hot gdp print -- no fed cut -- major trade deals -- sam altman warns no privacy on ai chatbots (0:00) bestie intros! (1:44) recapping "winning the ai race" in dc: trump's speech, best moments, key takeaways (16:39) ai executive orders, unbiased ai, spiciest moments (34:32) copyright, fair use, and patents in the age of ai (56:37) sam altman highlights ai chatbot privacy issues (1:02:48) hot gdp print, fed refuses to cut, major us-eu trade deal
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🚨 besties are back! -- trump ai speech & action plan -- dc ai summit recap -- hot gdp print -- no fed cut -- major trade deals -- sam altman warns no privacy on ai chatbots (0:00) bestie intros! (1:44) recapping "winning the ai race" in dc: trump's speech, best moments, key takeaways (16:39) ai executive orders, unbiased ai, spiciest moments (34:32) copyright, fair use, and patents in the age of ai (56:37) sam altman highlights ai chatbot privacy issues (1:02:48) hot gdp print, fed refuses to cut, major us-eu trade deal

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Besties are back! 🚨 -- AI: on-prem comeback, token budgets surpass salaries? -- State of the Economy: Debt Spiral or Golden Age? -- Super Bowl Insider Trading -- Ferrari's New EV (0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral
1:13:09

Besties are back! 🚨 -- AI: on-prem comeback, token budgets surpass salaries? -- State of the Economy: Debt Spiral or Golden Age? -- Super Bowl Insider Trading -- Ferrari's New EV (0:00) Bestie intros (0:23) AI updates: On-prem comeback, token budgets surpass salaries (19:19) Prediction markets: Super Bowl insider trading, how to police? (28:44) All-In Liquidity: The ultimate investor conference (32:48) CBO report: Death spiral, growth opportunity, or golden age? (48:06) State of the economy and US jobs (1:03:22) Ferrari's fully electric car goes viral

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Ray Dalio on AI, the debt crisis and what actually makes people happy. (0:00) The Hidden Civil War Happening in the US (5:00) What Caused This Mass Polarization? (8:03) Will the Advancement of Tech Destroy Us? (15:44) Ray Dalio’s Predictions About AI (19:09) AI’s Impact on Economics (26:21) Should We End the Development of AI? (28:19) China vs. the US In the Race for AI Advancement (32:00) Are We Seeing the End of Academia? (35:54) How Advanced Tech Will Impact Harmony, Happiness, and God Includes paid partnerships.
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Ray Dalio on AI, the debt crisis and what actually makes people happy. (0:00) The Hidden Civil War Happening in the US (5:00) What Caused This Mass Polarization? (8:03) Will the Advancement of Tech Destroy Us? (15:44) Ray Dalio’s Predictions About AI (19:09) AI’s Impact on Economics (26:21) Should We End the Development of AI? (28:19) China vs. the US In the Race for AI Advancement (32:00) Are We Seeing the End of Academia? (35:54) How Advanced Tech Will Impact Harmony, Happiness, and God Includes paid partnerships.

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China’s AI Bubble Is Worse Than You Think — DeepSeek EXPOSED. In this video, we expose the truth behind China's so-called AI revolution. We break down why DeepSeek isn’t the breakthrough it’s claimed to be, how Chinese companies are fueling a dangerous AI bubble, and what this means for investors, the tech world, and the global 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
1:22:01

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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🚨 BERNIE SANDERS: “We are announcing legislation to impose a moratorium on the construction of new AI data centers until strong national safeguards are in place to ensure that AI is safe and effective.”
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🚨 BERNIE SANDERS: “We are announcing legislation to impose a moratorium on the construction of new AI data centers until strong national safeguards are in place to ensure that AI is safe and effective.”

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LATE NIGHT DROP! 🚨 Big show. Core four are back. -- Anthropic's Fable Backlash -- Nationalizing AI, and the "Capitalist Cucks" -- Inflation Heats Up -- California’s Broken Election System (0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks" (59:22) Liquidity recap: Best moments and takeaways (1:05:39) Inflation heats up: CPI and PPI see 3+ year highs (1:12:27) California's loose election laws creating integrity doubts
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LATE NIGHT DROP! 🚨 Big show. Core four are back. -- Anthropic's Fable Backlash -- Nationalizing AI, and the "Capitalist Cucks" -- Inflation Heats Up -- California’s Broken Election System (0:00) Besties are back! (0:19) Anthropic gets massive backlash over secret Fable nerfing and privacy concerns (29:16) The AI regulatory capture trap, pragmatic safety solutions (37:59) Nationalizing AI: Trump/Sanders, justifications, and AI's "Capitalist Cucks" (59:22) Liquidity recap: Best moments and takeaways (1:05:39) Inflation heats up: CPI and PPI see 3+ year highs (1:12:27) California's loose election laws creating integrity doubts

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POD UP! 🚨 Sacks is BACK... and the legendary Bill Gurley fills in for Friedberg! -- Pope Leo vs AI -- Anthropic's Digital God -- Open Source Under Attack? -- The Great AI Jobs Debate ++ Much More! (0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Altman flip their rhetoric, Goldman CEO says no AI job apocalypse
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POD UP! 🚨 Sacks is BACK... and the legendary Bill Gurley fills in for Friedberg! -- Pope Leo vs AI -- Anthropic's Digital God -- Open Source Under Attack? -- The Great AI Jobs Debate ++ Much More! (0:00) Bill Gurley joins the show! (6:00) Making yourself valuable in the age of AI, first class of "AI Natives" (17:37) Reacting to Pope Leo's AI encyclical: Who guards the guardians? (26:54) Anthropic's Digital God: Do they believe they are creating a superior species? (38:32) AI sovereignty, the next era of privacy, open-source crackdown coming? (59:56) The Great AI Jobs Debate: Dario and Altman flip their rhetoric, Goldman CEO says no AI job apocalypse

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🚨 POD UP!: Besties are back -- Anthropic's generational run -- OpenAI: Panic mode or finally getting focused? -- AI moats and the 100x future -- Brand value in the age of AI -- Meta found liable in two major cases -- Sacks and Friedberg join PCAST! (0:00) Bestie intros!: Friedberg for Governor of California? (2:25) Anthropic's generational run (15:45) OpenAI: getting focused or panic mode? (36:56) AI valuation impacts, moats, and disruption (43:58) Liquidity speaker announcements, the 100x AI moment (50:35) Two landmark social media verdicts against Meta (1:12:46) Sacks and Friedberg join PCAST!

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ALL-IN POD IS LIVE! 🚨 Massive show Gavin Baker (Gavin Baker) subs in for Sacks to talk: -- Andrej Karpathy Joining Anthropic: Impact on the AI Race? -- SpaceX S-1 Breakdown: The $2T Case, Elon Web Services, Datacenters in Space -- Nvidia’s Big Beat and Shock Selloff -- Why America Has Turned on AI -- Trump Pulls AI Order -- Market Update: Inflation, Bond Crisis? -- Did the US-China Summit Flop? (0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Three major businesses and the case for $2T (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes?
1:41:59

ALL-IN POD IS LIVE! 🚨 Massive show Gavin Baker (Gavin Baker) subs in for Sacks to talk: -- Andrej Karpathy Joining Anthropic: Impact on the AI Race? -- SpaceX S-1 Breakdown: The $2T Case, Elon Web Services, Datacenters in Space -- Nvidia’s Big Beat and Shock Selloff -- Why America Has Turned on AI -- Trump Pulls AI Order -- Market Update: Inflation, Bond Crisis? -- Did the US-China Summit Flop? (0:00) Gavin Baker joins the show! (0:30) Andrej Karpathy joins Anthropic; hypergrowth and profitability (12:42) Why Americans have turned on AI, anti-human perception (27:22) Trump pulls AI EO, US-China AI relationship, dystopian AI layoffs (45:19) SpaceX S-1 tear down! Three major businesses and the case for $2T (1:11:22) Nvidia smashes earnings but stock falls, why people are shorting chips (1:22:25) Market update: Flashing red signals, oil, inflation, yields up (1:32:45) China trip flops, or was progress made behind the scenes?

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Marc Andreessen and Erik Torenberg went live on MTS to talk the hyperstition of AI Doomers, suicidal empathy, the AI Induced Psychosis Summit, push polls, UFOs and more. 00:00 - Intro 00:42 - The Anthropic Blackmail Incident & AI Doomer Literature 02:49 - Suicidal Empathy & the SPLC Indictment 16:33 - AI, Jobs & the Rise of the AI Vampire 25:39 - The Future of Tech Jobs: From Coder to Builder 30:55 - AI Psychosis, AI Cope & Why the Models Are Actually Great Now 38:48 - Why AI Sentiment Polls Are Misleading 45:28 - UFOs: What We Know and What the Government Has Hidden 52:25 - Advice for Young People & the Generational Divide Marc Andreessen 🇺🇸 Erik Torenberg
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Marc Andreessen and Erik Torenberg went live on MTS to talk the hyperstition of AI Doomers, suicidal empathy, the AI Induced Psychosis Summit, push polls, UFOs and more. 00:00 - Intro 00:42 - The Anthropic Blackmail Incident & AI Doomer Literature 02:49 - Suicidal Empathy & the SPLC Indictment 16:33 - AI, Jobs & the Rise of the AI Vampire 25:39 - The Future of Tech Jobs: From Coder to Builder 30:55 - AI Psychosis, AI Cope & Why the Models Are Actually Great Now 38:48 - Why AI Sentiment Polls Are Misleading 45:28 - UFOs: What We Know and What the Government Has Hidden 52:25 - Advice for Young People & the Generational Divide Marc Andreessen 🇺🇸 Erik Torenberg

MTS

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POD UP! 🚨 -- Why software stocks are imploding -- Claude's hit list, Citrini's essay -- What's behind datacenter opposition -- State of the Union reactions -- SCOTUS strikes down tariffs, Trump's pivot ***This was recorded on Thursday, before the Anthropic/DoW fallout - we will cover it next week! (0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots
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POD UP! 🚨 -- Why software stocks are imploding -- Claude's hit list, Citrini's essay -- What's behind datacenter opposition -- State of the Union reactions -- SCOTUS strikes down tariffs, Trump's pivot ***This was recorded on Thursday, before the Anthropic/DoW fallout - we will cover it next week! (0:00) Bestie intros (1:22) Claude's hit list, SaaS crash, Citrini's AI letter (30:39) Why Doomer narratives are more popular, valuable new AI jobs (40:19) Understanding the Rate Payer Protection Pledge, what's behind datacenter opposition? (52:13) State of the Union reactions (1:03:58) Science Corner: Cure for blindness via Yamanaka Factors? (1:10:17) SCOTUS strikes down tariffs, Trump pivots

The All-In Podcast

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🚨 POD UP: besties are back! -- ai bubble pops? -- altman calls bubble, zuck freezes hiring -- newsom’s 2028 surge -- russia/ukraine endgame (0:00) bestie intros (1:59) what's new with the all-in summit (9:02) ai mania hits the brakes: sign of a bubble or a healthy correction? (30:49) meta's hiring freeze: are the ai talent wars slowing down? (39:09) gavin newsom is the early favorite to be the 2028 democratic nominee (54:03) russia/ukraine: trump's two summits, endgame expectations
1:11:44

🚨 POD UP: besties are back! -- ai bubble pops? -- altman calls bubble, zuck freezes hiring -- newsom’s 2028 surge -- russia/ukraine endgame (0:00) bestie intros (1:59) what's new with the all-in summit (9:02) ai mania hits the brakes: sign of a bubble or a healthy correction? (30:49) meta's hiring freeze: are the ai talent wars slowing down? (39:09) gavin newsom is the early favorite to be the 2028 democratic nominee (54:03) russia/ukraine: trump's two summits, endgame expectations

The All-In Podcast

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Besties are back! 🚨 -- $55B EA take private, largest LBO ever -- Saudi's gaming strategy -- Is PE cooked? -- The AI rollup opportunity -- SPAC 2.0 -- AI video apps: slop or future of content? -- China's open source AI dominance -- State AI regulation frenzy (0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation
1:29:30

Besties are back! 🚨 -- $55B EA take private, largest LBO ever -- Saudi's gaming strategy -- Is PE cooked? -- The AI rollup opportunity -- SPAC 2.0 -- AI video apps: slop or future of content? -- China's open source AI dominance -- State AI regulation frenzy (0:00) Bestie intros! (1:53) EA acquired for $55B in biggest LBO ever, why PE is in trouble (17:42) IPO market, SPAC 2.0 (27:41) The AI rollup opportunity (36:01) Sacks joins the show! (38:27) OpenAI and Meta launch short-form video apps: "AI Slop" or the future of content? (45:04) Open source AI: DeepSeek's new model, pressure on US AI industry (1:05:11) State AI regulation frenzy: States' rights vs Federal control, overregulation

The All-In Podcast

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David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg
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David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future David Sacks Marc Andreessen 🇺🇸 benahorowitz.eth Erik Torenberg

a16z

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What is left when AI runs it all? In this Unchained, Michael J. Casey and David Mattin join me to discuss: 💡 How Moltbook points to where the AI meta is headed 😬 How AI could impact jobs ❕️ Which country is best positioned to win the AI race ⁉️ What a post-human economy looks like 👀 Which jobs survive in a post-human economy Timestamps: 🚀 0:29 Introduction 🧏‍♂️ 2:10 How the Moltbook saga offers a window into where the AI meta could be headed 🤔 9:29 Why Michael wants a sovereign AI model 🌎 17:42 How AI could impact jobs ⚠️ 25:31 How AI could have a worse effect on the mental health young people than social media ❕️ 30:27 Which country is best positioned to win the AI race? 📍 35:02 What money looks like in a post-human economy 🤔 52:00 Which jobs flourish in a post-human economy? 💡 1:00:33 Michael and David share tokens and projects they find intriguing
59:23

What is left when AI runs it all? In this Unchained, Michael J. Casey and David Mattin join me to discuss: 💡 How Moltbook points to where the AI meta is headed 😬 How AI could impact jobs ❕️ Which country is best positioned to win the AI race ⁉️ What a post-human economy looks like 👀 Which jobs survive in a post-human economy Timestamps: 🚀 0:29 Introduction 🧏‍♂️ 2:10 How the Moltbook saga offers a window into where the AI meta could be headed 🤔 9:29 Why Michael wants a sovereign AI model 🌎 17:42 How AI could impact jobs ⚠️ 25:31 How AI could have a worse effect on the mental health young people than social media ❕️ 30:27 Which country is best positioned to win the AI race? 📍 35:02 What money looks like in a post-human economy 🤔 52:00 Which jobs flourish in a post-human economy? 💡 1:00:33 Michael and David share tokens and projects they find intriguing

Laura Shin

16,669 görüntüleme • 5 ay önce

e214 is LIVE! 🚨 the besties are joined by Antonio Gracias!! -- Department of Government Efficiency vs USAID breakdown -- crypto/ai frameworks w/ David Sacks -- us sovereign wealth fund -- google projects $75b ai spend in 2025 -- science corner ++ more (0:00) the besties intro antonio gracias! (3:11) doge takes on usaid (31:44) sacks breaks in to talk usaid (34:00) sacks explains what he's working on: crypto/ai frameworks (46:41) the democratic party's shrinking base (52:33) us sovereign wealth fund + breaking doge/tax news (1:09:07) Google to spend $75b on ai buildout in 2025, future of work in the age of ai (1:23:21) science corner: glp-1 macro study
1:36:42

e214 is LIVE! 🚨 the besties are joined by Antonio Gracias!! -- Department of Government Efficiency vs USAID breakdown -- crypto/ai frameworks w/ David Sacks -- us sovereign wealth fund -- google projects $75b ai spend in 2025 -- science corner ++ more (0:00) the besties intro antonio gracias! (3:11) doge takes on usaid (31:44) sacks breaks in to talk usaid (34:00) sacks explains what he's working on: crypto/ai frameworks (46:41) the democratic party's shrinking base (52:33) us sovereign wealth fund + breaking doge/tax news (1:09:07) Google to spend $75b on ai buildout in 2025, future of work in the age of ai (1:23:21) science corner: glp-1 macro study

The All-In Podcast

750,253 görüntüleme • 1 yıl önce

🚨classic episode alert: the besties are BACK!🚨 -- bond market chaos -- GOP abandons DOGE as the house passes the "big, beautiful bill" -- google's big week: disrupting search with ai and diversifying revenue away from ads -- openai acquires jony ive's startup for $6.5b -- sacks breaks down ai diplomacy in the middle east -- science corner: CRISPR therapy milestone -- is energy production the solution to america's fiscal problems? (0:00) today's topics and bestie intros! (2:49) bond market chaos, gop abandons doge, trump's big, beautiful bill passes the house (38:15) google's big week: ai in search, roadmap to diversifying revenue (46:49) openai acquires jony ive's design startup for $6.5b (57:09) ai diplomacy: sacks breaks down his trip to the middle east and the datacenter deals (1:15:25) science corner: crispr breakthrough! (1:23:02) how increased energy production could solve america's fiscal problems
1:33:55

🚨classic episode alert: the besties are BACK!🚨 -- bond market chaos -- GOP abandons DOGE as the house passes the "big, beautiful bill" -- google's big week: disrupting search with ai and diversifying revenue away from ads -- openai acquires jony ive's startup for $6.5b -- sacks breaks down ai diplomacy in the middle east -- science corner: CRISPR therapy milestone -- is energy production the solution to america's fiscal problems? (0:00) today's topics and bestie intros! (2:49) bond market chaos, gop abandons doge, trump's big, beautiful bill passes the house (38:15) google's big week: ai in search, roadmap to diversifying revenue (46:49) openai acquires jony ive's design startup for $6.5b (57:09) ai diplomacy: sacks breaks down his trip to the middle east and the datacenter deals (1:15:25) science corner: crispr breakthrough! (1:23:02) how increased energy production could solve america's fiscal problems

The All-In Podcast

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