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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... show more

The All-In Podcast

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338,115 Aufrufe • vor 2 Monaten •via X (Twitter)

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POD UP 🚨 Besties are back! -- The Fight Over Open Source AI -- Chinese Distillation -- Anthropic's $1.5B Settlement -- $GOOG and $TSLA Drop on Surging AI Capex -- Socialism Corner: Evictions = Violence and the Slow Encroachment on Private Property Rights (0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights

POD UP 🚨 Besties are back! -- The Fight Over Open Source AI -- Chinese Distillation -- Anthropic's $1.5B Settlement -- $GOOG and $TSLA Drop on Surging AI Capex -- Socialism Corner: Evictions = Violence and the Slow Encroachment on Private Property Rights (0:00) Bestie intros! (0:18) The fight to save open source AI: Kimi K3 panic, Anthropic/OpenAI regulatory capture (27:38) Anthropic/OpenAI historic growth rates, China's long game (48:29) Anthropic's $1.5B piracy settlement and the great IP theft hypocrisy (1:07:12) Google and Tesla stocks tank on surging AI capex (1:17:19) Socialism Corner: "Evictions = Violence" and the threat to private property rights

The All-In Podcast

284,603 Aufrufe • vor 1 Monat

🚨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 "Golden Age" starting in 2026? -- Are the rest of the Besties moving to Texas!? (0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthrough: lithography, impact on the AI race? (1:19:43) Are the rest of the besties moving to Texas?

🚨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 "Golden Age" starting in 2026? -- Are the rest of the Besties moving to Texas!? (0:00) Bestie intros! (0:19) Bernie Sanders calls for AI datacenter moratorium, how to solve the negative perception of AI (17:15) Anti-AI astroturfing: Is the AI sentiment manufactured by special interests? (32:39) Economy: Unemployment, jobs, inflation, are we primed for a "Golden Age" or not? (51:44) Dog Corner! (59:56) China's major AI breakthrough: lithography, impact on the AI race? (1:19:43) Are the rest of the besties moving to Texas?

The All-In Podcast

492,940 Aufrufe • vor 8 Monaten

🚨 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

🚨 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

The All-In Podcast

172,556 Aufrufe • vor 1 Jahr

🚨 POD UP! The Core Four are back! -- Dario Amodei Breaks His Silence: Regulatory Capture or Real Concern? -- The Anti-Data Center Revolt: Abbott, Shapiro, and the GOP Panic Memo -- A "DMV for AI"? Sacks Says the Open Source Ban Is Coming -- Friedberg's RSI Thesis: Why Regulating AI May Be a Fool's Errand -- a16z Under DOJ Investigation Over a 1914 Law -- Midterms Toss-Up: 53% of Young Conservatives Want Government Grocery Stores (00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" (30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement (56:33) a16z under DOJ investigation over "interlocking directorates" (1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag Come hang with the Besties at the All-In Summit | September 13-15: #AllInSummit

🚨 POD UP! The Core Four are back! -- Dario Amodei Breaks His Silence: Regulatory Capture or Real Concern? -- The Anti-Data Center Revolt: Abbott, Shapiro, and the GOP Panic Memo -- A "DMV for AI"? Sacks Says the Open Source Ban Is Coming -- Friedberg's RSI Thesis: Why Regulating AI May Be a Fool's Errand -- a16z Under DOJ Investigation Over a 1914 Law -- Midterms Toss-Up: 53% of Young Conservatives Want Government Grocery Stores (00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" (30:12) Is an open source ban coming? Harnesses, FDI, jobs, and recursive self-improvement (56:33) a16z under DOJ investigation over "interlocking directorates" (1:01:15) Midterms: broken polls, the socialism surge, and CATO's DSA price tag Come hang with the Besties at the All-In Summit | September 13-15: #AllInSummit

The All-In Podcast

257,639 Aufrufe • vor 10 Tagen

“The 4-Year Bitcoin Cycle Is DEAD! Here’s What Replaces It" | James Lavish 0:00 Coming Up 1:31 Are We Still in a Bull Market? 3:37 The Death of Bitcoin’s 4-Year Cycle 5:12 – Global Liquidity Is Drying Up Fast 8:41 The Fed’s Hidden Liquidity Problem 13:25 QE Is Quietly Coming Back 17:27 Politics, Midterms and Fed Power Plays 23:11 Endless Deficits Mean Dollar Debasement 29:19 Why Retail Investors Keep Losing 42:50 Inside the Bitcoin Treasury Boom 59:29 Bitcoin’s Path to $150K and Beyond

“The 4-Year Bitcoin Cycle Is DEAD! Here’s What Replaces It" | James Lavish 0:00 Coming Up 1:31 Are We Still in a Bull Market? 3:37 The Death of Bitcoin’s 4-Year Cycle 5:12 – Global Liquidity Is Drying Up Fast 8:41 The Fed’s Hidden Liquidity Problem 13:25 QE Is Quietly Coming Back 17:27 Politics, Midterms and Fed Power Plays 23:11 Endless Deficits Mean Dollar Debasement 29:19 Why Retail Investors Keep Losing 42:50 Inside the Bitcoin Treasury Boom 59:29 Bitcoin’s Path to $150K and Beyond

The Wolf Of All Streets

43,739 Aufrufe • vor 9 Monaten

🚨HUGE episode after a massive week in tech! almost two hours with the besties + thomas laffont: -- ipos, m&a, and spacs are back: state of liquidity -- mag 7 ai showdown: ranking the most likely winners -- zuck on tilt: $100m offers, scale ai deal -- why apple is fumbling ai and how they can fix it -- amazon's position as an ai kingmaker -- sacks joins to talk genius act passing the senate (0:00) the besties welcome thomas laffont! (3:26) state of la, hollywood's decline, positivity around gdp growth and ai productivity (10:19) zuck on tilt over ai: $100m offers, scale ai deal, hiring spree (23:58) mag 7 ai showdown: ranking the most likely ai winners, biggest stock divergences, and more (42:41) why apple is fumbling ai and how they can fix it (57:02) ipos and m&a heating up in 2025 (1:16:18) state of liquidity: spacs, direct listings, and more (1:25:40) amazon's "kingmaker" position, job displacement (1:37:47) sacks joins to discuss the genius act passing the senate (1:52:13) animal trailer

🚨HUGE episode after a massive week in tech! almost two hours with the besties + thomas laffont: -- ipos, m&a, and spacs are back: state of liquidity -- mag 7 ai showdown: ranking the most likely winners -- zuck on tilt: $100m offers, scale ai deal -- why apple is fumbling ai and how they can fix it -- amazon's position as an ai kingmaker -- sacks joins to talk genius act passing the senate (0:00) the besties welcome thomas laffont! (3:26) state of la, hollywood's decline, positivity around gdp growth and ai productivity (10:19) zuck on tilt over ai: $100m offers, scale ai deal, hiring spree (23:58) mag 7 ai showdown: ranking the most likely ai winners, biggest stock divergences, and more (42:41) why apple is fumbling ai and how they can fix it (57:02) ipos and m&a heating up in 2025 (1:16:18) state of liquidity: spacs, direct listings, and more (1:25:40) amazon's "kingmaker" position, job displacement (1:37:47) sacks joins to discuss the genius act passing the senate (1:52:13) animal trailer

The All-In Podcast

607,639 Aufrufe • vor 1 Jahr

Here's my conversation with DHH. He is back for round 2! It was an epic fun 5 hour conversation about the future of programming, AI, Linux, and human civilization. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:27 - Introduction 2:56 - Programming with AI agents 18:14 - How software will change 27:30 - AI impact on open source 37:21 - Building Omarchy Linux distro 47:05 - Vibe coding vs agentic engineering 1:00:06 - The end of manual programming 1:10:24 - Advice for programmers 1:22:30 - Surviving Internet Hate 1:31:46 - Programming setup for AI Agents 1:44:11 - Obsessing about speed 2:07:06 - Voice prompting vs typing 2:21:05 - Best AI coding models 2:37:55 - Best AI coding harnesses 2:50:57 - AI video generation and filmmaking 3:10:28 - Fatherhood 3:38:35 - Linux will win the desktop 3:49:51 - PewDiePie 3:59:24 - Future of programming 4:22:17 - Politics and immigration 4:53:54 - Longevity, over-optimization, and fear of death 5:05:38 - Eternal recurrence and future of human civization

Here's my conversation with DHH. He is back for round 2! It was an epic fun 5 hour conversation about the future of programming, AI, Linux, and human civilization. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:27 - Introduction 2:56 - Programming with AI agents 18:14 - How software will change 27:30 - AI impact on open source 37:21 - Building Omarchy Linux distro 47:05 - Vibe coding vs agentic engineering 1:00:06 - The end of manual programming 1:10:24 - Advice for programmers 1:22:30 - Surviving Internet Hate 1:31:46 - Programming setup for AI Agents 1:44:11 - Obsessing about speed 2:07:06 - Voice prompting vs typing 2:21:05 - Best AI coding models 2:37:55 - Best AI coding harnesses 2:50:57 - AI video generation and filmmaking 3:10:28 - Fatherhood 3:38:35 - Linux will win the desktop 3:49:51 - PewDiePie 3:59:24 - Future of programming 4:22:17 - Politics and immigration 4:53:54 - Longevity, over-optimization, and fear of death 5:05:38 - Eternal recurrence and future of human civization

Lex Fridman

737,883 Aufrufe • vor 5 Tagen

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

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

The All-In Podcast

282,519 Aufrufe • vor 1 Monat

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

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

791,624 Aufrufe • vor 1 Jahr

🚨 POD UP: Besties are back! Bestie Brad Gerstner (Brad Gerstner) fills in for david friedberg -- Economic fallout of Iran War, oil shocks, inflation -- Impact on midterms, Dems now favored to sweep -- Off ramps and escalation scenarios -- Anthropic/OpenAI scaling faster than any company ever -- AI's PR nightmare, why Americans don't trust it -- WA passes "Millionaire Tax" as Howard Schultz bails for Miami (0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenAI scaling revenue faster than any company ever (46:11) AI's PR disaster, open source's future (1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami

🚨 POD UP: Besties are back! Bestie Brad Gerstner (Brad Gerstner) fills in for david friedberg -- Economic fallout of Iran War, oil shocks, inflation -- Impact on midterms, Dems now favored to sweep -- Off ramps and escalation scenarios -- Anthropic/OpenAI scaling faster than any company ever -- AI's PR nightmare, why Americans don't trust it -- WA passes "Millionaire Tax" as Howard Schultz bails for Miami (0:00) The Besties welcome Brad Gerstner! (3:48) Economic fallout of the Iran War, escalation scenarios, impact on midterms (19:18) Off ramp strategies, Gulf state involvement, the China angle (27:05) Anthropic and OpenAI scaling revenue faster than any company ever (46:11) AI's PR disaster, open source's future (1:07:51) Washington passes "Millionaire Tax," Howard Schultz bails for Miami

The All-In Podcast

179,067 Aufrufe • vor 5 Monaten

🚨BIG EPISODE BESTIES! Sacks is back, Fifth Bestie Brad Gerstner fills in for david friedberg -- Anthropic withholds Mythos: serious concern or another marketing stunt? -- OpenClaw vs everybody: Are frontier model makers trying to kill the open source agent platform? -- Anthropic's $30B run rate: fastest ever, do they already have market dominance in AI code? -- The AI vibe shift: OpenAI reels as Anthropic rips -- Iran War: ceasefire and Israel's influence on US foreign policy (0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact

🚨BIG EPISODE BESTIES! Sacks is back, Fifth Bestie Brad Gerstner fills in for david friedberg -- Anthropic withholds Mythos: serious concern or another marketing stunt? -- OpenClaw vs everybody: Are frontier model makers trying to kill the open source agent platform? -- Anthropic's $30B run rate: fastest ever, do they already have market dominance in AI code? -- The AI vibe shift: OpenAI reels as Anthropic rips -- Iran War: ceasefire and Israel's influence on US foreign policy (0:00) Bestie intros: Brad Gerstner joins the show! (4:22) Anthropic blocks Mythos release for security concerns: serious or marketing stunt? (24:07) Are OpenAI and Anthropic trying to kill OpenClaw? Does Anthropic already have market dominance in AI coding? (42:20) Anthropic $30B run rate, fastest revenue ramp ever, the TAM for intelligence (58:01) Major vibe shift: Anthropic ripping, OpenAI reeling (1:10:12) Iran War: Ceasefire, Israel's influence, market impact

The All-In Podcast

338,992 Aufrufe • vor 4 Monaten

Here's my conversation with Peter Steinberger (Peter Steinberger 🦞), creator of OpenClaw, an open-source AI agent that has taken the Internet by storm, with now over 180,000 stars on GitHub. This was a truly mind-blowing, inspiring, and fun conversation! It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:30 - Introduction 5:36 - OpenClaw origin story 8:55 - Mind-blowing moment 18:22 - Why OpenClaw went viral 22:19 - Self-modifying AI agent 27:04 - Name-change drama 44:15 - Moltbook saga 52:34 - OpenClaw security concerns 1:01:14 - How to code with AI agents 1:32:09 - Programming setup 1:38:52 - GPT Codex 5.3 vs Claude Opus 4.6 1:47:59 - Best AI agent for programming 2:09:59 - Life story and career advice 2:13:56 - Money and happiness 2:17:49 - Acquisition offers from OpenAI and Meta 2:34:58 - How OpenClaw works 2:46:17 - AI slop 2:52:20 - AI agents will replace 80% of apps 3:00:57 - Will AI replace programmers? 3:12:57 - Future of OpenClaw community

Here's my conversation with Peter Steinberger (Peter Steinberger 🦞), creator of OpenClaw, an open-source AI agent that has taken the Internet by storm, with now over 180,000 stars on GitHub. This was a truly mind-blowing, inspiring, and fun conversation! It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:30 - Introduction 5:36 - OpenClaw origin story 8:55 - Mind-blowing moment 18:22 - Why OpenClaw went viral 22:19 - Self-modifying AI agent 27:04 - Name-change drama 44:15 - Moltbook saga 52:34 - OpenClaw security concerns 1:01:14 - How to code with AI agents 1:32:09 - Programming setup 1:38:52 - GPT Codex 5.3 vs Claude Opus 4.6 1:47:59 - Best AI agent for programming 2:09:59 - Life story and career advice 2:13:56 - Money and happiness 2:17:49 - Acquisition offers from OpenAI and Meta 2:34:58 - How OpenClaw works 2:46:17 - AI slop 2:52:20 - AI agents will replace 80% of apps 3:00:57 - Will AI replace programmers? 3:12:57 - Future of OpenClaw community

Lex Fridman

2,059,373 Aufrufe • vor 6 Monaten

🚨HUGE EPISODE! All four besties PLUS Travis Kalanick joins to break down: -- OpenAI's identity crisis: leaked memo, enterprise pivot -- Anthropic's valuation flip and compute issues -- Big Tech's compute monopoly -- Datacenter wars, PR disaster -- Allbirds goes memestock after AI pivot -- Market update: pricing in Iran peace, confusing signals, AI's mixed results -- Mamdani taxes the rich -- Swalwell out: the impact of the Democratic Machine (0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anthropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2

🚨HUGE EPISODE! All four besties PLUS Travis Kalanick joins to break down: -- OpenAI's identity crisis: leaked memo, enterprise pivot -- Anthropic's valuation flip and compute issues -- Big Tech's compute monopoly -- Datacenter wars, PR disaster -- Allbirds goes memestock after AI pivot -- Market update: pricing in Iran peace, confusing signals, AI's mixed results -- Mamdani taxes the rich -- Swalwell out: the impact of the Democratic Machine (0:00) Bestie intros: Travis Kalanick joins the show! (0:42) Mamdani taxes the rich: new pied-à-terre tax coming to NYC (11:23) OpenAI's identity crisis: Leaked memo, enterprise pivot, Anthropic valuation flip (27:28) Big Tech's compute dominance: How will this impact frontier labs? (33:53) Allbirds stock up over 400% on AI pivot, and what's behind the datacenter disaster? (54:37) The Price is Wrong: Name That Overvalued Startup ROUND 1 (59:23) Eric Swalwell drops out of CA governor race and resigns from Congress: Who knew what and when? Impact of the Democratic Machine (1:10:31) State of the market: Confusing indicators, pricing in Iran peace, AI's mixed results, inflated valuations (1:26:31) The Price is Wrong: Name That Overvalued Startup ROUND 2

The All-In Podcast

220,129 Aufrufe • vor 4 Monaten

INSIGHT: Does the Clarity Act unlock a supercycle? The Intelligence Briefing, Episode 1: Nic Puckrin Nic The Coin Bureau founder came to the desk. One hour on the Clarity Act, the AI bubble, the US oil reserve at a 43-year low, a sub-$80K Bitcoin call, and the strangest capital markets story of the year. Timestamps below. 0:00 Intro 0:26 Welcome: Nic Puckrin, live in studio 1:07 The Clarity Act: ethics provisions and the 60-vote problem 4:45 Does regulatory clarity mean a supercycle? 7:31 AI: how Nic and Coin Bureau actually use it 9:27 The jobs AI makes redundant 10:20 Is the AI trade a bubble? Chips, Nvidia, $600-700 billion capex 13:27 Humanoid robots: how close are we? 14:50 Inside Nic's daily routine and his X feed 15:52 The US oil reserve at a 43-year low 17:45 Goldman's $120 oil call and the inflation chain 20:16 What nobody is watching: nuclear and HVAC 24:40 October, the cycle, and the 10/10 crash 29:06 The call: Bitcoin stays under $80K this year 29:59 Strategy: the overhang, and the STRC built with ChatGPT 35:40 Building Coin Bureau 41:37 Where to find Nic Thanks to TheBlock. for hosting us in their space. We'll be back!

INSIGHT: Does the Clarity Act unlock a supercycle? The Intelligence Briefing, Episode 1: Nic Puckrin Nic The Coin Bureau founder came to the desk. One hour on the Clarity Act, the AI bubble, the US oil reserve at a 43-year low, a sub-$80K Bitcoin call, and the strangest capital markets story of the year. Timestamps below. 0:00 Intro 0:26 Welcome: Nic Puckrin, live in studio 1:07 The Clarity Act: ethics provisions and the 60-vote problem 4:45 Does regulatory clarity mean a supercycle? 7:31 AI: how Nic and Coin Bureau actually use it 9:27 The jobs AI makes redundant 10:20 Is the AI trade a bubble? Chips, Nvidia, $600-700 billion capex 13:27 Humanoid robots: how close are we? 14:50 Inside Nic's daily routine and his X feed 15:52 The US oil reserve at a 43-year low 17:45 Goldman's $120 oil call and the inflation chain 20:16 What nobody is watching: nuclear and HVAC 24:40 October, the cycle, and the 10/10 crash 29:06 The call: Bitcoin stays under $80K this year 29:59 Strategy: the overhang, and the STRC built with ChatGPT 35:40 Building Coin Bureau 41:37 Where to find Nic Thanks to TheBlock. for hosting us in their space. We'll be back!

MSB Intel

12,931 Aufrufe • vor 1 Monat

BESTIES ARE BACK! 🚨 huge week: -- 12 day war ends in us-led ceasefire -- how markets digested it + future of the region -- why socialism won in nyc, what it means for the democratic establishment -- stocks hit all-time highs completing wild turnaround -- science corner: aging reversal out of china -- anthropic and meta get favorable rulings on ai copyright (0:00) bestie intros: the core four is back! (1:38) launching all-in tequila! (7:01) 12 day war ends in us-led ceasefire: what it means for the future of the region (29:48) how markets digested the last few weeks in the middle east, crucial role of energy independence (39:58) democratic socialist zohran mamdani upsets andrew cuomo in the democratic primary for nyc mayor (1:06:02) science corner: stem cell-driven aging reversal out of china (1:18:09) market at all-time highs after huge turnaround: bull and bear cases; next fed chair? (1:32:49) ai copyright: anthropic and meta receive favorable rulings

BESTIES ARE BACK! 🚨 huge week: -- 12 day war ends in us-led ceasefire -- how markets digested it + future of the region -- why socialism won in nyc, what it means for the democratic establishment -- stocks hit all-time highs completing wild turnaround -- science corner: aging reversal out of china -- anthropic and meta get favorable rulings on ai copyright (0:00) bestie intros: the core four is back! (1:38) launching all-in tequila! (7:01) 12 day war ends in us-led ceasefire: what it means for the future of the region (29:48) how markets digested the last few weeks in the middle east, crucial role of energy independence (39:58) democratic socialist zohran mamdani upsets andrew cuomo in the democratic primary for nyc mayor (1:06:02) science corner: stem cell-driven aging reversal out of china (1:18:09) market at all-time highs after huge turnaround: bull and bear cases; next fed chair? (1:32:49) ai copyright: anthropic and meta receive favorable rulings

The All-In Podcast

483,148 Aufrufe • vor 1 Jahr

Here's my conversation with Dario Amodei, CEO of Anthropic, the company that created Claude, one of the best AI systems in the world. We talk about scaling, AI safety, regulation, and a lot of super technical details about the present and future of AI and humanity. It's a 5+ hour conversation in total. Amanda Askell and Chris Olah (Chris Olah) join us for an hour each to talk about Claude's character and mechanistic interpretability, respectively. This was a fascinating, wide-ranging, super-technical, and fun conversation! First 4 hours are here on X (4 hours is current limit), and is up on everywhere else in full. Links in comment. Timestamps: 0:00 - Introduction 3:14 - Scaling laws 12:20 - Limits of LLM scaling 20:45 - Competition with OpenAI, Google, xAI, Meta 26:08 - Claude 29:44 - Opus 3.5 34:30 - Sonnet 3.5 37:50 - Claude 4.0 42:02 - Criticism of Claude 54:49 - AI Safety Levels 1:05:37 - ASL-3 and ASL-4 1:09:40 - Computer use 1:19:35 - Government regulation of AI 1:38:24 - Hiring a great team 1:47:14 - Post-training 1:52:39 - Constitutional AI 1:58:05 - Machines of Loving Grace 2:17:11 - AGI timeline 2:29:46 - Programming 2:36:46 - Meaning of life 2:42:53 - Amanda Askell - Philosophy 2:45:21 - Programming advice for non-technical people 2:49:09 - Talking to Claude 3:05:41 - Prompt engineering 3:14:15 - Post-training 3:18:54 - Constitutional AI 3:23:48 - System prompts 3:29:54 - Is Claude getting dumber? 3:41:56 - Character training 3:42:56 - Nature of truth 3:47:32 - Optimal rate of failure 3:54:43 - AI consciousness 4:09:14 - AGI 4:17:52 - Chris Olah - Mechanistic Interpretability 4:22:44 - Features, Circuits, Universality 4:40:17 - Superposition 4:51:16 - Monosemanticity 4:58:08 - Scaling Monosemanticity 5:06:56 - Macroscopic behavior of neural networks 5:11:50 - Beauty of neural networks

Here's my conversation with Dario Amodei, CEO of Anthropic, the company that created Claude, one of the best AI systems in the world. We talk about scaling, AI safety, regulation, and a lot of super technical details about the present and future of AI and humanity. It's a 5+ hour conversation in total. Amanda Askell and Chris Olah (Chris Olah) join us for an hour each to talk about Claude's character and mechanistic interpretability, respectively. This was a fascinating, wide-ranging, super-technical, and fun conversation! First 4 hours are here on X (4 hours is current limit), and is up on everywhere else in full. Links in comment. Timestamps: 0:00 - Introduction 3:14 - Scaling laws 12:20 - Limits of LLM scaling 20:45 - Competition with OpenAI, Google, xAI, Meta 26:08 - Claude 29:44 - Opus 3.5 34:30 - Sonnet 3.5 37:50 - Claude 4.0 42:02 - Criticism of Claude 54:49 - AI Safety Levels 1:05:37 - ASL-3 and ASL-4 1:09:40 - Computer use 1:19:35 - Government regulation of AI 1:38:24 - Hiring a great team 1:47:14 - Post-training 1:52:39 - Constitutional AI 1:58:05 - Machines of Loving Grace 2:17:11 - AGI timeline 2:29:46 - Programming 2:36:46 - Meaning of life 2:42:53 - Amanda Askell - Philosophy 2:45:21 - Programming advice for non-technical people 2:49:09 - Talking to Claude 3:05:41 - Prompt engineering 3:14:15 - Post-training 3:18:54 - Constitutional AI 3:23:48 - System prompts 3:29:54 - Is Claude getting dumber? 3:41:56 - Character training 3:42:56 - Nature of truth 3:47:32 - Optimal rate of failure 3:54:43 - AI consciousness 4:09:14 - AGI 4:17:52 - Chris Olah - Mechanistic Interpretability 4:22:44 - Features, Circuits, Universality 4:40:17 - Superposition 4:51:16 - Monosemanticity 4:58:08 - Scaling Monosemanticity 5:06:56 - Macroscopic behavior of neural networks 5:11:50 - Beauty of neural networks

Lex Fridman

1,375,928 Aufrufe • vor 1 Jahr

Here's my conversation with Sundar Pichai, CEO of Google and Alphabet. I've gotten to know Sundar over the past 2 years. His life story and approach to leadership are truly inspiring. So this conversation was a pleasure and honor for me 🙏 We're living through the most exciting period of technological innovation in human history. And Google & Alphabet are at the center of it. This chat made me even more excited for the future! Oh, and they just now released a new model (gemini-2.5-pro-preview-06-05) that's the new state of the art at #1 on lmarena 🤯 Full conversation is here on X and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 2:08 - Introduction 2:18 - Growing up in India 8:27 - Advice for young people 10:09 - Styles of leadership 14:29 - Impact of AI in human history 26:39 - Veo 3 and future of video 34:24 - Scaling laws 38:09 - AGI and ASI 44:33 - P(doom) 51:24 - Toughest leadership decisions 1:02:32 - AI mode vs Google Search 1:15:22 - Google Chrome 1:30:52 - Programming 1:37:37 - Android 1:42:49 - Questions for AGI 1:48:05 - Future of humanity 1:51:26 - Demo: Google Beam 1:59:09 - Demo: Google XR Glasses 2:01:54 - Biggest invention in human history

Here's my conversation with Sundar Pichai, CEO of Google and Alphabet. I've gotten to know Sundar over the past 2 years. His life story and approach to leadership are truly inspiring. So this conversation was a pleasure and honor for me 🙏 We're living through the most exciting period of technological innovation in human history. And Google & Alphabet are at the center of it. This chat made me even more excited for the future! Oh, and they just now released a new model (gemini-2.5-pro-preview-06-05) that's the new state of the art at #1 on lmarena 🤯 Full conversation is here on X and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 2:08 - Introduction 2:18 - Growing up in India 8:27 - Advice for young people 10:09 - Styles of leadership 14:29 - Impact of AI in human history 26:39 - Veo 3 and future of video 34:24 - Scaling laws 38:09 - AGI and ASI 44:33 - P(doom) 51:24 - Toughest leadership decisions 1:02:32 - AI mode vs Google Search 1:15:22 - Google Chrome 1:30:52 - Programming 1:37:37 - Android 1:42:49 - Questions for AGI 1:48:05 - Future of humanity 1:51:26 - Demo: Google Beam 1:59:09 - Demo: Google XR Glasses 2:01:54 - Biggest invention in human history

Lex Fridman

939,144 Aufrufe • vor 1 Jahr

I asked Dan Martell to walk me through every level of making money with AI. He gave me the most simple, practical advice I've ever heard on this subject. Level 1 - Making $0 - $100k Level 2 - Making $1m - $10m Level 3 - Building a $10m++ enterprise. 0:00 Only 5% of the World Has Ever Paid for AI 0:46 The Easiest Thing to Sell With AI Right Now 1:56 The Marcus and Sophie Framework 4:24 Theory of Constraints (Right Problem to Solve) 5:33 What Is the Number One Business Constraint 7:13 How to Leave Your Job and Go All In 8:27 Business Is Simple Find a Problem and Solve It 9:08 Stop Getting Ready to Get Ready 9:33 The Sarah Story One Text and $10K 9:53 Pull Up Your Phone and Message Your Contacts 11:05 Dan's Son Gets His First Client at $800/Month 12:41 Best Employee vs. Best Employer 13:59 What Other Services Can You Sell With AI 14:44 Sales Is Not Talking It's Asking 17:01 What to Do When You Hate Your Business 18:40 Pain and Pleasure Are the Only Two Motivators 19:13 They Haven't Made It a Must Yet 20:29 Make It a Must Not a Nice to Have 21:06 The Jen Story and the Gasping Moment 22:17 How to Find Your First 10 to 15 Clients 28:38 The Personal Brand Play 33:06 Vision Is What AI Cannot Do 34:55 Hard for Computers Easy for Humans 36:13 Level 2 Making Your First Million With AI 37:18 The Replacement Ladder Framework 37:39 Admin First Then Delivery Then Marketing 39:09 Why Marketing Is the Biggest AI Category 39:32 Why You Should Keep Sales for Yourself 40:00 Level 5 Leadership and AI Agents 41:41 What a Fully AI Systems Business Looks Like 43:13 The Gym Owner With Three Locations 46:16 Shutting Down the Company for Two Days 46:37 Teaching the Whole Team to Code in Claude 49:28 Wayne the 62 Year Old Who Made $12K a Month 52:38 I Only Share What Actually Works 53:21 Whisper Flow and Talking to Your AI 56:41 Claude Chat Claude Coworker and Claude Code 57:57 The Claude Browser Extension 58:49 Claude Code Is Not Just for Developers 1:00:06 How to Migrate Your AI Memory Across Tools 1:01:08 Level 3 $1M to $10M and the Brand Play 1:02:05 Nobody Buys AI They Buy Trust 1:03:25 Brand Is Association and Association Is Trust 1:05:12 A Million Followers Is $10M in Activated Revenue 1:07:03 How to Keep AI From Becoming Slop 1:07:42 Human in the Loop 1:08:16 The 10 80 10 Rule and Why AI Is Now the 80 1:10:01 The Team FIRED Themselves 1:11:45 Dan's Free AI Curriculum for Your Team

Grant

167,714 Aufrufe • vor 2 Monaten