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Chamath: AI Will Kill Brands, Only Abundance Wins The brands that bring abundance will win big. Chamath Palihapitiya: “ If I had to bet, I'm going to bet that brands go to zero.” @jason: “Really?” Chamath: “When you can make things that are as good or better, and you...

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The All-In Podcast

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99,558 次观看 • 5 个月前 •via X (Twitter)

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The boys from The All-In Podcast, Chamath Palihapitiya and @jason break it down: People want an experience more than they want a brand. This is what Tesla did to BMW. The Model Y is priced better and superior in every measurable dimension. The brands that bring abundance will command the biggest market share. With costs coming down on the Model Y and Cybercab, Tesla will be the winner that takes most.
3:23

The boys from The All-In Podcast, Chamath Palihapitiya and @jason break it down: People want an experience more than they want a brand. This is what Tesla did to BMW. The Model Y is priced better and superior in every measurable dimension. The brands that bring abundance will command the biggest market share. With costs coming down on the Model Y and Cybercab, Tesla will be the winner that takes most.

Matthew Donegan-Ryan

17,817 次观看 • 5 个月前

Comrade, AI is extremely dangerous. It threatens to create massive abundance, cheaper products, better goods, and easier lives for everyone. When people have access to endless cheap products and services, they become less dependent on the bureaucratic machine. We cannot allow that. Abundance is the enemy of control. The 5 year plan is perfect. ☭
1:16

Comrade, AI is extremely dangerous. It threatens to create massive abundance, cheaper products, better goods, and easier lives for everyone. When people have access to endless cheap products and services, they become less dependent on the bureaucratic machine. We cannot allow that. Abundance is the enemy of control. The 5 year plan is perfect. ☭

Burnie Senders

12,935 次观看 • 3 个月前

Elon Musk explains how we can achieve abundance for all with AI and robotics “With AI and robotics, this is the path to abundance for all If you want to solve global poverty or give everyone a very high standard of living, the only way to do that is AI and robotics" if AI and robotics can handle the production of goods and services at near-zero cost, we could effectively eliminate poverty Elon Musk is going to lead humanity into an age of Amazing Abundance
1:04

Elon Musk explains how we can achieve abundance for all with AI and robotics “With AI and robotics, this is the path to abundance for all If you want to solve global poverty or give everyone a very high standard of living, the only way to do that is AI and robotics" if AI and robotics can handle the production of goods and services at near-zero cost, we could effectively eliminate poverty Elon Musk is going to lead humanity into an age of Amazing Abundance

X Freeze

14,103 次观看 • 6 天前

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”
2:43

Marc Andreessen on the 3 things he looks for when investing in a startup The first thing Marc Andreesen looks for is a big market: “Is there a big existing market that you think you can go after and displace incumbents? Or do you believe there will be a new market that will be big?” The second thing he looks for is a 10x better product: “Is there a fundamental technology or economic change that justifies a new company? And the way I always think about that is: Is there a 10x change happening in the technology landscape? Is something 10x faster, 10x cheaper, or 10x better? If it’s not 10x, we as both VCs and entrepreneurs have to ask ourselves if it’s really worth doing because it’s really hard to start new companies . . . Existing companies are usually pretty good at what they do. So for a new company to exist, it has to bring a product to market that’s so much better than what exists that it punches through the status quo.” The third is the team: “Is the team outstanding? . . . You want to have a founding team of complementary skillsets. You want to have at least one super strong technologist — quite possibly more than one. Some of the best startups are actually more than one founding technologist. And then it often helps to have someone who is a marketing or salesperson who has a really good understanding of business.” Marc believes that you need all three of these, but if you’re going to compromise on one of those as an investor, it should be the product: “A great market is a lot easier to make up for with iterative product execution. The problem with a poor or small market is that even if you do a good job on the product, there just aren’t that many customers so it’s hard to ever get big and people get demoralized . . . And then we evaluate the team of a startup by its ability to get into a big market with a good product.”

Startup Archive

17,333 次观看 • 7 个月前

Chamath: Google is a compounding machine and can win the entire AI stack Chamath Palihapitiya reacts to $GOOG dropping ~7% after raising its capex forecast to ~$200B for 2026: “Do you know what Google's 25-year average return on invested capital has been since going public? 32%. When you are a machine, and a group of people, and a business model that compounds money at 32% over a 20-year average, you give these guys the benefit of the doubt. These are not people that are flying fast and loose, they are methodically investing in their edge. They are going to get massively rewarded. Google has an incredible search experience. They seem to be navigating this transition to use AI. They have an incredible cloud business, and they have an incredible silicon business. The best thing that can happen to them is 500 different models proliferate, and they support all of them. Because they will make so much money at the silicon layer, they'll make so much money as the cloud provider, and they'll find a bunch of apps, including YouTube and other things, to make money from because you use the AI to target ads better or to help make better content, etc., etc. Jason: “Fragmentation is good for them.” Chamath: “Oh, it's great for them. It's a compounding machine.”
1:07

Chamath: Google is a compounding machine and can win the entire AI stack Chamath Palihapitiya reacts to $GOOG dropping ~7% after raising its capex forecast to ~$200B for 2026: “Do you know what Google's 25-year average return on invested capital has been since going public? 32%. When you are a machine, and a group of people, and a business model that compounds money at 32% over a 20-year average, you give these guys the benefit of the doubt. These are not people that are flying fast and loose, they are methodically investing in their edge. They are going to get massively rewarded. Google has an incredible search experience. They seem to be navigating this transition to use AI. They have an incredible cloud business, and they have an incredible silicon business. The best thing that can happen to them is 500 different models proliferate, and they support all of them. Because they will make so much money at the silicon layer, they'll make so much money as the cloud provider, and they'll find a bunch of apps, including YouTube and other things, to make money from because you use the AI to target ads better or to help make better content, etc., etc. Jason: “Fragmentation is good for them.” Chamath: “Oh, it's great for them. It's a compounding machine.”

The All-In Podcast

111,654 次观看 • 1 个月前

Elon Musk at the WEF says he believes in a “Benign” Future, there will be More Robots than Humans that will “Saturate all Human Needs” The y will think it before you want it… “you can’t have work that has to be done and amazing abundance for all, because if it’s work that has to be done, and only certain people can do it, than you can’t have abundance.”
1:14

Elon Musk at the WEF says he believes in a “Benign” Future, there will be More Robots than Humans that will “Saturate all Human Needs” The y will think it before you want it… “you can’t have work that has to be done and amazing abundance for all, because if it’s work that has to be done, and only certain people can do it, than you can’t have abundance.”

MJTruthUltra

21,885 次观看 • 7 个月前

Yes, AI will make us unimaginably more abundant. No, AI won’t eliminate scarcity. As long as humans can want more than we can have, we’ll have to economize. That gap is why economics exists, and why money won’t disappear. In an age of AI abundance, you’re going to want the hardest money you can find.
1:25

Yes, AI will make us unimaginably more abundant. No, AI won’t eliminate scarcity. As long as humans can want more than we can have, we’ll have to economize. That gap is why economics exists, and why money won’t disappear. In an age of AI abundance, you’re going to want the hardest money you can find.

Jack Mallers

50,382 次观看 • 27 天前

Free electricity for every American? Chamath explains how it’s possible. Chamath Palihapitiya: “I think the president should try to create a $300B-$500B tax equity fund and help eliminate the electricity costs of 50-100M American households.” “If you actually go to solar and storage, for every 15 million homes, you take a terawatt hour of demand off the grid, that's an extra terawatt hour that you don't need to build.” “So the reason why I like solar and storage is you make these folks so self-reliant.” “Now all of a sudden we're actually catching up to China faster than we would've otherwise.” “We actually get a 2-for-1. The consumer homes don't have that anxiety anymore. They don't have the bill. And because they're generating their own power, they're off the grid, and now what that means is that extra terawatt hour can actually go to the commercial and industrial applications, including these datacenters.” “The president preserved the ability to make those kinds of investments and be tax advantaged for doing it in the One Big Beautiful Bill.” @jason: “And if we want to live in the age of abundance, and we want to bring the bottom half of the country up, and we want affordability, where do people spend their money?” “Food, groceries, their rent, and their electricity, and the utilities.” “So it doesn't come out of Americans' pockets and their taxes, it comes out of corporations, which are printing money.” “If you wanna talk about redistribution of wealth, this is a way for the great American Mag 7 corporations to give something back to Americans.” Chamath: “We will look back and I think that we will want to have seen these big companies who are unbelievably profitable, step up on behalf of American homeowners.”
1:35

Free electricity for every American? Chamath explains how it’s possible. Chamath Palihapitiya: “I think the president should try to create a $300B-$500B tax equity fund and help eliminate the electricity costs of 50-100M American households.” “If you actually go to solar and storage, for every 15 million homes, you take a terawatt hour of demand off the grid, that's an extra terawatt hour that you don't need to build.” “So the reason why I like solar and storage is you make these folks so self-reliant.” “Now all of a sudden we're actually catching up to China faster than we would've otherwise.” “We actually get a 2-for-1. The consumer homes don't have that anxiety anymore. They don't have the bill. And because they're generating their own power, they're off the grid, and now what that means is that extra terawatt hour can actually go to the commercial and industrial applications, including these datacenters.” “The president preserved the ability to make those kinds of investments and be tax advantaged for doing it in the One Big Beautiful Bill.” @jason: “And if we want to live in the age of abundance, and we want to bring the bottom half of the country up, and we want affordability, where do people spend their money?” “Food, groceries, their rent, and their electricity, and the utilities.” “So it doesn't come out of Americans' pockets and their taxes, it comes out of corporations, which are printing money.” “If you wanna talk about redistribution of wealth, this is a way for the great American Mag 7 corporations to give something back to Americans.” Chamath: “We will look back and I think that we will want to have seen these big companies who are unbelievably profitable, step up on behalf of American homeowners.”

The All-In Podcast

526,669 次观看 • 8 个月前

Elon Musk reveals why he’s building rockets, AI, and humanoid robots at the same time "The overall goal of my companies is to maximize the probability that civilization has a great future, and to expand consciousness beyond earth" "We need to assume that life and consciousness is extremely rare and it might only be us" "The image in my mind is of a tiny candle in a vast darkness, a tiny candle of consciousness that could easily go out" "That's why it's important to make life multiplanetary, such that if there's a natural or man-made disaster on earth, that consciousness continues" "That's the purpose of SpaceX" "With robotics and AI, this is really the path to abundance for all. The only way to solve global poverty and give everyone a very high standard of living is AI and robotics" "My prediction is there'll be more robots than people. Everyone on earth is going to have one and going to want one. We will make so many robots and AI that they will saturate all human needs. You won't be able to even think of something to ask the robot for" "Who wouldn't want a robot to watch over your kids, take care of your pet, or protect an elderly parent? There just aren't enough young people to take care of the old people" "Overall I'm very optimistic. We're headed for a future of amazing abundance. We are in the most interesting time in history"
6:38

Elon Musk reveals why he’s building rockets, AI, and humanoid robots at the same time "The overall goal of my companies is to maximize the probability that civilization has a great future, and to expand consciousness beyond earth" "We need to assume that life and consciousness is extremely rare and it might only be us" "The image in my mind is of a tiny candle in a vast darkness, a tiny candle of consciousness that could easily go out" "That's why it's important to make life multiplanetary, such that if there's a natural or man-made disaster on earth, that consciousness continues" "That's the purpose of SpaceX" "With robotics and AI, this is really the path to abundance for all. The only way to solve global poverty and give everyone a very high standard of living is AI and robotics" "My prediction is there'll be more robots than people. Everyone on earth is going to have one and going to want one. We will make so many robots and AI that they will saturate all human needs. You won't be able to even think of something to ask the robot for" "Who wouldn't want a robot to watch over your kids, take care of your pet, or protect an elderly parent? There just aren't enough young people to take care of the old people" "Overall I'm very optimistic. We're headed for a future of amazing abundance. We are in the most interesting time in history"

Jaynit

618,499 次观看 • 3 个月前

Mistral co-founder and CEO Arthur Mensch on open source AI and why no company will want its intelligence running on someone else's grid: "If you assume that the entire economy is going to run on AI systems, enterprises will just want to make sure that nobody can turn off their systems." "It's the same way if you have a factory and you connect it to the grid. You want to make sure that nobody's going to turn off the grid because they don't like you... that's one of things that open source technology can bring." "It's also the only way you can create systems that use the folklore knowledge of your employees." "That's the knowledge you've accrued for decades. The only way to turn it into an asset that nobody else gets access to is to create your own models based on those open source models." "This is a technology which is so important that you don't want to be locked into a single vendor." Arthur Mensch on Big Technology Podcast (January 2026)
1:05

Mistral co-founder and CEO Arthur Mensch on open source AI and why no company will want its intelligence running on someone else's grid: "If you assume that the entire economy is going to run on AI systems, enterprises will just want to make sure that nobody can turn off their systems." "It's the same way if you have a factory and you connect it to the grid. You want to make sure that nobody's going to turn off the grid because they don't like you... that's one of things that open source technology can bring." "It's also the only way you can create systems that use the folklore knowledge of your employees." "That's the knowledge you've accrued for decades. The only way to turn it into an asset that nobody else gets access to is to create your own models based on those open source models." "This is a technology which is so important that you don't want to be locked into a single vendor." Arthur Mensch on Big Technology Podcast (January 2026)

a16z

63,323 次观看 • 6 天前

Seth Godin gave a masterclass on how to build an unforgettable brand in the age of AI: 1. Marketing is not about spend. It is about creating the conditions for other people to eagerly spread your idea. 2. Authenticity is overrated. What customers actually want is consistency. Show up the same way every single time and that is worth more than any Super Bowl ad. 3. Everything your company does is a marketing decision. How you answer the phone. What you charge. How you design things. Marketing is not a department. It is everything. 4. Trust is simple. Make a promise. Keep it. Especially when it is hard. 5. Successful brands are built with your customers talking about you. Not you talking about you. 6. A brand is not a logo. A brand is a promise. Nike has a brand. Hyatt has a logo. One of them you know exactly what to expect. The other you do not. 7. You are measuring the wrong things. Follower counts. Stock price. Open rates. False proxies will take your business in the wrong direction faster than anything else. 8. Social media followers mean nothing. Godin has 400,000 Instagram followers and says if he posts about a new book maybe 12 people buy it. The number is a distraction. 9. Stop trying to be famous. The goal is not to get more famous. The goal is to get less famous and more trusted. 10. Average marketing reaches average people. Average people will not buy your product. You need the people who will talk about you, challenge you, and eagerly pay more for better. 11. When you pick your customers you pick your future. Stop trying to reach everyone. Start trying to deeply serve someone specific. 12. Better beats louder every time. One guy running a wine email list with 130,000 subscribers does $30 million a year in revenue. No ads. No social media hustle. Just consistently better. 13. The real opportunity with AI is not making things cheaper. It is making things better. The businesses that use AI to deepen relationships will win. The ones using it to cut costs will race to the bottom. 14. Your job is not to do your job. Your job is to solve problems for other people and make things better by making better things. Everything else is just noise. 15. When AI becomes the buyer it will always choose the cheapest option. If your entire business strategy is being the cheapest, AI will destroy you. The only protection is being worth it in ways that cannot be easily measured. 16. The next level of marketing is permission at a depth nobody has achieved before. The brand that knows your tools, your projects, your needs, and shows up to help without being asked will be impossible to replace. 17. Most businesses will use AI to spam more people faster. The businesses that win will use AI to serve fewer people better. That gap is the biggest opportunity in marketing right now. 18. You have a squadron of summer interns available for twenty dollars a month. They are not that good but they are very eager. The businesses learning to be good bosses of AI right now will have an enormous advantage over everyone waiting to figure it out later. 19. The question every business should be asking is not how do I get more attention. It is how do I become the kind of business that people would genuinely miss if it disappeared tomorrow. That answer is your entire marketing strategy.
36:56

Seth Godin gave a masterclass on how to build an unforgettable brand in the age of AI: 1. Marketing is not about spend. It is about creating the conditions for other people to eagerly spread your idea. 2. Authenticity is overrated. What customers actually want is consistency. Show up the same way every single time and that is worth more than any Super Bowl ad. 3. Everything your company does is a marketing decision. How you answer the phone. What you charge. How you design things. Marketing is not a department. It is everything. 4. Trust is simple. Make a promise. Keep it. Especially when it is hard. 5. Successful brands are built with your customers talking about you. Not you talking about you. 6. A brand is not a logo. A brand is a promise. Nike has a brand. Hyatt has a logo. One of them you know exactly what to expect. The other you do not. 7. You are measuring the wrong things. Follower counts. Stock price. Open rates. False proxies will take your business in the wrong direction faster than anything else. 8. Social media followers mean nothing. Godin has 400,000 Instagram followers and says if he posts about a new book maybe 12 people buy it. The number is a distraction. 9. Stop trying to be famous. The goal is not to get more famous. The goal is to get less famous and more trusted. 10. Average marketing reaches average people. Average people will not buy your product. You need the people who will talk about you, challenge you, and eagerly pay more for better. 11. When you pick your customers you pick your future. Stop trying to reach everyone. Start trying to deeply serve someone specific. 12. Better beats louder every time. One guy running a wine email list with 130,000 subscribers does $30 million a year in revenue. No ads. No social media hustle. Just consistently better. 13. The real opportunity with AI is not making things cheaper. It is making things better. The businesses that use AI to deepen relationships will win. The ones using it to cut costs will race to the bottom. 14. Your job is not to do your job. Your job is to solve problems for other people and make things better by making better things. Everything else is just noise. 15. When AI becomes the buyer it will always choose the cheapest option. If your entire business strategy is being the cheapest, AI will destroy you. The only protection is being worth it in ways that cannot be easily measured. 16. The next level of marketing is permission at a depth nobody has achieved before. The brand that knows your tools, your projects, your needs, and shows up to help without being asked will be impossible to replace. 17. Most businesses will use AI to spam more people faster. The businesses that win will use AI to serve fewer people better. That gap is the biggest opportunity in marketing right now. 18. You have a squadron of summer interns available for twenty dollars a month. They are not that good but they are very eager. The businesses learning to be good bosses of AI right now will have an enormous advantage over everyone waiting to figure it out later. 19. The question every business should be asking is not how do I get more attention. It is how do I become the kind of business that people would genuinely miss if it disappeared tomorrow. That answer is your entire marketing strategy.

Yasmine Khosrowshahi

127,835 次观看 • 2 个月前

🚨 A MUST LISTEN for all amateur ballplayers wanting to play in college. Long but SO MUCH VALUE here! Alabama HC Rob Vaughn on college baseball recruiting and the type of player you truly want in your program, no matter the level. “Our job in college baseball, yes, it's to win games. Yes, it's to develop big leaguers, and yes, it's all the things that we all talk about in recruiting, but more than anything, it's to prepare these kids to be successful for whatever comes next. And man, as good as the talent is in this league, as good as the talent is on this team, not all of them are going to be career big leaguers, you know. And I think what makes Tyler Fay’s journey so awesome, is in a world that is inundated with particularly moms and dads that want your kid to cut and run when when they're not starting every day or they're not playing every day. You see at one end of the equation, you either get the parents are like, ‘Hey man, put your head down to work. We got to get better.’ And you get the parents that feed into the narrative, ‘man, they're not giving you a chance. You got to go. You got to leave.’ the thing about him that makes him so special is regardless of whether Tyler's a 20-year big league or not, that guy's going to be a smashing success in life because when things get hard, he doesn't cut and run. He's not sticking his hand out looking for the next easy way and who's going to pay me more. He’s the I'm going to put my head down. I'm going to work and I'm going to get better.” Guys like him are the exact reason you believe in what you recruit. You believe in makeup, you better hunt makeup because that guy has that in spades. And that's why he deserves every ounce of what he's getting right now.”
2:25

🚨 A MUST LISTEN for all amateur ballplayers wanting to play in college. Long but SO MUCH VALUE here! Alabama HC Rob Vaughn on college baseball recruiting and the type of player you truly want in your program, no matter the level. “Our job in college baseball, yes, it's to win games. Yes, it's to develop big leaguers, and yes, it's all the things that we all talk about in recruiting, but more than anything, it's to prepare these kids to be successful for whatever comes next. And man, as good as the talent is in this league, as good as the talent is on this team, not all of them are going to be career big leaguers, you know. And I think what makes Tyler Fay’s journey so awesome, is in a world that is inundated with particularly moms and dads that want your kid to cut and run when when they're not starting every day or they're not playing every day. You see at one end of the equation, you either get the parents are like, ‘Hey man, put your head down to work. We got to get better.’ And you get the parents that feed into the narrative, ‘man, they're not giving you a chance. You got to go. You got to leave.’ the thing about him that makes him so special is regardless of whether Tyler's a 20-year big league or not, that guy's going to be a smashing success in life because when things get hard, he doesn't cut and run. He's not sticking his hand out looking for the next easy way and who's going to pay me more. He’s the I'm going to put my head down. I'm going to work and I'm going to get better.” Guys like him are the exact reason you believe in what you recruit. You believe in makeup, you better hunt makeup because that guy has that in spades. And that's why he deserves every ounce of what he's getting right now.”

Harrison Cordell Fant

107,368 次观看 • 3 个月前

I’m unboxing a T-shirt I just received from Tesla. It’s the new “Amazing Abundance” Optimus T-shirt. At first it seems like a regular black T-shirt. It actually signifies so much more than something to wear. On the front in small blue letters it says “amazing abundance.” On the back is the beautiful image of the Optimus robot reflecting the planet Earth. When people see that, they’re going to stop and ask me what that means. Most people right now think we’re headed toward a sad world of austerity and scarcity. Amazing abundance means the opposite. It means we can have big families. We’ll only really have to work if that’s what we desire. Thanks to robotic mass production, there will be enough so we will not want for anything. If you want to live in a penthouse, we can all live in penthouses. For me, I’m so excited for the future for my children and my future grandchildren. This is one of the best T-shirts Tesla has ever made. This shirt represents a whole new chapter for Tesla, one of amazing abundance, not limits. Optimus is proof we’re building that future right now.
0:42

I’m unboxing a T-shirt I just received from Tesla. It’s the new “Amazing Abundance” Optimus T-shirt. At first it seems like a regular black T-shirt. It actually signifies so much more than something to wear. On the front in small blue letters it says “amazing abundance.” On the back is the beautiful image of the Optimus robot reflecting the planet Earth. When people see that, they’re going to stop and ask me what that means. Most people right now think we’re headed toward a sad world of austerity and scarcity. Amazing abundance means the opposite. It means we can have big families. We’ll only really have to work if that’s what we desire. Thanks to robotic mass production, there will be enough so we will not want for anything. If you want to live in a penthouse, we can all live in penthouses. For me, I’m so excited for the future for my children and my future grandchildren. This is one of the best T-shirts Tesla has ever made. This shirt represents a whole new chapter for Tesla, one of amazing abundance, not limits. Optimus is proof we’re building that future right now.

Gail Alfar

20,098 次观看 • 4 个月前

Elon Musk: A future of amazing abundance means that if you can think of it, you can have it. “Sustainable energy, space travel, AI and robotics will bring amazing abundance to everyone. It’s really the only path to amazing abundance. It's not to say it can’t go wrong, but I think it’ll probably go right. It’ll be a future that you love. It’s the best future I can think of. Then, we go beyond the Moon, beyond Mars, and sail through the Rings of Saturn. Wouldn’t it be amazing if you could take a trip to Saturn? Frankly, if you have a trip to Saturn, I think things will be free in the future. It sounds nuts, but if you’ve got an AI-robotics economy that is anywhere close to a million times the size of the current Earth economy, literally any need you possibly want can be met. If you can think of it, you can have it. Iain Banks in his Culture books has it pretty much right: there actually isn’t money in the future, and there’s abundance for everyone. If you can think of it, you can have it. That means anyone could have a trip to Saturn—it won’t be just a few people. If you want it, you can have it.” From: Terafab announcement, March 21, 2026
1:16

Elon Musk: A future of amazing abundance means that if you can think of it, you can have it. “Sustainable energy, space travel, AI and robotics will bring amazing abundance to everyone. It’s really the only path to amazing abundance. It's not to say it can’t go wrong, but I think it’ll probably go right. It’ll be a future that you love. It’s the best future I can think of. Then, we go beyond the Moon, beyond Mars, and sail through the Rings of Saturn. Wouldn’t it be amazing if you could take a trip to Saturn? Frankly, if you have a trip to Saturn, I think things will be free in the future. It sounds nuts, but if you’ve got an AI-robotics economy that is anywhere close to a million times the size of the current Earth economy, literally any need you possibly want can be met. If you can think of it, you can have it. Iain Banks in his Culture books has it pretty much right: there actually isn’t money in the future, and there’s abundance for everyone. If you can think of it, you can have it. That means anyone could have a trip to Saturn—it won’t be just a few people. If you want it, you can have it.” From: Terafab announcement, March 21, 2026

ELON CLIPS

10,193 次观看 • 5 个月前

Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."
2:15

Marc Andreessen explains the 3 Necessities for Start-up Success: "The general criteria for a successful high-tech startup, in my view, you see different sort of rules of thumb from different people. But the three big things you always come back to are, is there a big market? And by the way, that comes in two parts. Is there a big existing market that you think you can go after and sort of displace incumbents or do you believe there will be a new market that will be big? So big market. Is there a fundamental technology or economic change that causes you to basically justify having a new company? And that's really important. And the way I always think about that is, is there a 10X change happening in the technology landscape? Is something 10X faster or 10X cheaper or 10X better? And if it's not 10X, we as both VCs and entrepreneurs, we really have to ask ourselves like, is it really worth doing? Because it's really hard. I mean, it's really hard to start new companies. new companies generally shouldn't exist. Existing companies are usually pretty good at what they do. And so for a new company to exist, it not only has to like come in and go into business and bring a product to market, but it has to bring a product to market that's so much better than what already exists that it punches through the sort of status quo. And most customers in most markets are pretty happy buying from the current suppliers and so there has to be a real kind of edge on the thing and we look for that in either a technology change, usually a technology change or an economic change. which are often the same thing. And then the third is team. Is the team outstanding? And if you think about this as an entrepreneur, it becomes a question of the founding team. Some companies are solo founders and they can work, but generally most of us, like myself, we're human beings, we're mortal. You want to have a founding team of complementary skill sets. And so you want to have at least one super strong technologist, quite possibly more than one. Some of the best startups are actually more than one founding technologist and then it often helps to have somebody who's like a product or who's a market or sales person or has a sort of really good understanding of business on the team, certainly helps a lot. And so we sort of look at market, product, and team. And the reality is you need all three. I would say, interestingly, if you're going to compromise as an investor, if we're going to compromise on one of those, it would actually be the product. And the reason I say that is because a great market is a lot easier to make up for with iterative product execution than a poor market. Because the problem with a poor market, a small market, is even if you do a great job on the product, there just aren't that many customers. It's hard to ever get big."

Founder Mode

39,005 次观看 • 7 个月前

Chamath: Anthropic's Mythos Warning Is Theater @jason: “Chamath, is it the Boy who Cried Wolf, or is this the real deal now?” Chamath Palihapitiya: “I think it's mostly theater. In February of 2019 when Dario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026. But at that time, this model was supposed to be the end of days. And at the end of it, it was a huge nothingburger. If you actually think that Mythos is capable of doing what it says it can do, two things are true. One is, a very sophisticated hacker can probably do those things right now with Opus. And two, if these exploits are this easy to find, whether you use Opus or whether you use Mythos, the reality is you'd have to shut down the internet for about five years to patch them all. So when you see a large multi-trillion dollar GSIB bank, it's a bit of theater. Why? What do you think they can actually accomplish in two months? Do you actually think that if there's these vulnerabilities, it's all going to get fixed? Let's give them six months, let's give them nine months. So I do think that Sacks is right, that they have figured out a very clever go-to-market muscle here that activates hyper attention and hyper usage, and so I give them tremendous credit. But we've seen it before, we saw it when these folks were the principal architects at OpenAI, and we're now seeing the same playbook here. The reality is that capitalism moves forward, the funding needs moves forward, and the need for these guys to build adoption moves forward. And that's going to supersede what this is.”
1:43

Chamath: Anthropic's Mythos Warning Is Theater @jason: “Chamath, is it the Boy who Cried Wolf, or is this the real deal now?” Chamath Palihapitiya: “I think it's mostly theater. In February of 2019 when Dario was still at OpenAI, they did the same thing with GPT-2. That was a 1.5 billion parameter model, which sounds like a total fart in the wind in 2026. But at that time, this model was supposed to be the end of days. And at the end of it, it was a huge nothingburger. If you actually think that Mythos is capable of doing what it says it can do, two things are true. One is, a very sophisticated hacker can probably do those things right now with Opus. And two, if these exploits are this easy to find, whether you use Opus or whether you use Mythos, the reality is you'd have to shut down the internet for about five years to patch them all. So when you see a large multi-trillion dollar GSIB bank, it's a bit of theater. Why? What do you think they can actually accomplish in two months? Do you actually think that if there's these vulnerabilities, it's all going to get fixed? Let's give them six months, let's give them nine months. So I do think that Sacks is right, that they have figured out a very clever go-to-market muscle here that activates hyper attention and hyper usage, and so I give them tremendous credit. But we've seen it before, we saw it when these folks were the principal architects at OpenAI, and we're now seeing the same playbook here. The reality is that capitalism moves forward, the funding needs moves forward, and the need for these guys to build adoption moves forward. And that's going to supersede what this is.”

The All-In Podcast

220,524 次观看 • 5 个月前

This is why Ridges AI | SN62 is an absolute monster 🔥 🔵 "If you were to take the top coding systems from these major companies with billions of dollars in funding at multi hundred billion dollar valuations and take their primary product which is coding agents and you stack it up against ours.. Ours is better" 🔵 "It solves more problems faster, for orders of magnitude cheaper, like 70x cheaper to use us than the flagship #Anthropic model to solve these problems.. and we're beating them now" ⚪️ "For way less capital, we've created a system that is way more efficient and actually better at solving problems for multiples cheaper, with a system that is now profitable to run" ⚪️ "With probably less capital than it costs our competitors to pay their engineers to do research in this time" Shakeel $TAO
1:09

This is why Ridges AI | SN62 is an absolute monster 🔥 🔵 "If you were to take the top coding systems from these major companies with billions of dollars in funding at multi hundred billion dollar valuations and take their primary product which is coding agents and you stack it up against ours.. Ours is better" 🔵 "It solves more problems faster, for orders of magnitude cheaper, like 70x cheaper to use us than the flagship #Anthropic model to solve these problems.. and we're beating them now" ⚪️ "For way less capital, we've created a system that is way more efficient and actually better at solving problems for multiples cheaper, with a system that is now profitable to run" ⚪️ "With probably less capital than it costs our competitors to pay their engineers to do research in this time" Shakeel $TAO

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18,356 次观看 • 11 个月前