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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...

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The All-In Podcast

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POD UP! 🚨 Fifth Bestie Brad Gerstner (Brad Gerstner) fills in for Friedberg -- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory -- Dario's potential monopoly... could Anthropic overtake the Mag 7? -- The "FDA for AI" panic: Policy flip or fake news? -- Trading the AI market, state of the economy (0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy
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POD UP! 🚨 Fifth Bestie Brad Gerstner (Brad Gerstner) fills in for Friedberg -- Elon's Anthropic deal: impact on SpaceX IPO, Anthropic's insane trajectory -- Dario's potential monopoly... could Anthropic overtake the Mag 7? -- The "FDA for AI" panic: Policy flip or fake news? -- Trading the AI market, state of the economy (0:00) Bestie intros! Thoughts on the LA mayor election (4:38) SpaceX-Anthropic deal, Elon Web Services, SpaceX IPO valuation, Anthropic's insane growth trajectory (26:48) Is Anthropic the next great monopoly? Early signals or major overreaction? (35:21) "FDA for AI" freakout, how the White House thinks about AI safety (52:01) Flipping AI's negative perception: Giving, healthcare and education innovation (1:00:04) Trading the AI market, state of the economy

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🚨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
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🚨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

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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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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
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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

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e179: besties are BACK with a classic episode (0:00) intros: recapping phil_hellmuth's birthday weekend (7:38) OpenAI launches gpt-4o: better, faster, cheaper (29:40) sacks demos Glue: how ai unlocked his slack killer (40:12) david friedberg walks through his major breakthrough at Ohalo (1:01:35) stanley druckenmiller bets on argentina and javier milei: strategy, roadmap for the us (1:13:54) @jason's bet on Athena, how ai will change company building (1:22:21) Google launches ai summaries in search
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e179: besties are BACK with a classic episode (0:00) intros: recapping phil_hellmuth's birthday weekend (7:38) OpenAI launches gpt-4o: better, faster, cheaper (29:40) sacks demos Glue: how ai unlocked his slack killer (40:12) david friedberg walks through his major breakthrough at Ohalo (1:01:35) stanley druckenmiller bets on argentina and javier milei: strategy, roadmap for the us (1:13:54) @jason's bet on Athena, how ai will change company building (1:22:21) Google launches ai summaries in search

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🚨🚨🚨 POD UP! travis kalanick (travis kalanick) and keith rabois (Keith Rabois) fill in for sacks and friedberg! -- grok 4 launch wows -- learning "the bitter lesson" in ai -- ai-native browsers: hail mary, waste of time, or killer product? -- elon’s third party: is now the right time? -- scotus backs trump on federal rifs (0:00) the besties welcome travis kalanick and keith rabois! (3:02) travis on / uber rumors and the state of cloud kitchens (18:51) xai launches grok 4, learning "the bitter lesson" in ai (40:36) how grok can catch chatgpt in usage, openai's product excellence (46:27) perplexity and openai building ai-native browsers and taking on chrome (58:01) elon's "america party": is now the right time for a third party, and could he make an impact in 2026? (1:13:12) scotus backs trump over federal government rif plans
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🚨🚨🚨 POD UP! travis kalanick (travis kalanick) and keith rabois (Keith Rabois) fill in for sacks and friedberg! -- grok 4 launch wows -- learning "the bitter lesson" in ai -- ai-native browsers: hail mary, waste of time, or killer product? -- elon’s third party: is now the right time? -- scotus backs trump on federal rifs (0:00) the besties welcome travis kalanick and keith rabois! (3:02) travis on / uber rumors and the state of cloud kitchens (18:51) xai launches grok 4, learning "the bitter lesson" in ai (40:36) how grok can catch chatgpt in usage, openai's product excellence (46:27) perplexity and openai building ai-native browsers and taking on chrome (58:01) elon's "america party": is now the right time for a third party, and could he make an impact in 2026? (1:13:12) scotus backs trump over federal government rif plans

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happy friday, here's episode 213!🔥 deepseek panic, us🇺🇸 vs china🇨🇳 in ai, openai $40b raise?, doge's first 10 days, self-driving future, and MUCH more featuring: travis kalanick and David Sacks !!! (0:00) the besties intro travis! (2:11) future of food and the state of CloudKitchens (13:34) David Sacks breaks in! (15:38) deepseek panic: what's real, training innovation, china, impact on markets and the ai industry (50:14) us vs china in ai, the singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40b with masa as the lead investor (1:10:37) Department of Government Efficiency's first 10 days (1:25:13) future of self driving: uber, waymo, tesla (1:38:04) fed holds rates steady, how doge can impact rate cuts (1:44:17) fatal dc plane crash
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happy friday, here's episode 213!🔥 deepseek panic, us🇺🇸 vs china🇨🇳 in ai, openai $40b raise?, doge's first 10 days, self-driving future, and MUCH more featuring: travis kalanick and David Sacks !!! (0:00) the besties intro travis! (2:11) future of food and the state of CloudKitchens (13:34) David Sacks breaks in! (15:38) deepseek panic: what's real, training innovation, china, impact on markets and the ai industry (50:14) us vs china in ai, the singapore backdoor (1:01:51) OpenAI reportedly in talks to raise ~$40b with masa as the lead investor (1:10:37) Department of Government Efficiency's first 10 days (1:25:13) future of self driving: uber, waymo, tesla (1:38:04) fed holds rates steady, how doge can impact rate cuts (1:44:17) fatal dc plane crash

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680,649 Aufrufe • vor 1 Jahr

🚨 HUGE all-in interview david friedberg sits down with google ceo Sundar Pichai sit back for an amazing conversation covering: -- will ai kill search? is google about to disrupt itself? -- sizing up the competition: elon, altman, zuck, satya -- culture, coddling, and recruitment at google -- proudest moment and biggest regret as ceo -- which current $500B+ company google almost acquired (0:00) david friedberg welcomes alphabet ceo sundar pichai (2:58) will ai kill search?: google disrupting itself, evolving search to follow the user (15:32) infrastructure advantage, foundational model differentiation (25:08) future of human-computer interaction, hardware, competitive landscape in ai (35:29) energy constraints in ai (41:20) google's progress in quantum computing and robotics (47:56) culture, coddling, and talent recruitment in the age of ai (56:50) does he consider alphabet a holding company searching for google's next $100b business?
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🚨 HUGE all-in interview david friedberg sits down with google ceo Sundar Pichai sit back for an amazing conversation covering: -- will ai kill search? is google about to disrupt itself? -- sizing up the competition: elon, altman, zuck, satya -- culture, coddling, and recruitment at google -- proudest moment and biggest regret as ceo -- which current $500B+ company google almost acquired (0:00) david friedberg welcomes alphabet ceo sundar pichai (2:58) will ai kill search?: google disrupting itself, evolving search to follow the user (15:32) infrastructure advantage, foundational model differentiation (25:08) future of human-computer interaction, hardware, competitive landscape in ai (35:29) energy constraints in ai (41:20) google's progress in quantum computing and robotics (47:56) culture, coddling, and talent recruitment in the age of ai (56:50) does he consider alphabet a holding company searching for google's next $100b business?

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POD UP! Besties are back! 🚨 -- ICE Chaos in Minneapolis -- Clawdbot Takeover -- Why the Dollar is Dropping, Gold and Silver Ripping -- California Governor Race (0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race
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POD UP! Besties are back! 🚨 -- ICE Chaos in Minneapolis -- Clawdbot Takeover -- Why the Dollar is Dropping, Gold and Silver Ripping -- California Governor Race (0:00) Bestie intros + quick Davos recap (9:55) ICE chaos in Minneapolis: aftermath and reactions (45:54) Clawdbot takeover: Jason demos his OpenClawd instances, Kimi K2.5, entering the next phase of AI (1:09:58) De-dollarization, gold and silver ripping (1:20:05) California governor race

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E208 is LIVE! Department of Government Efficiency kills its first bill, zuck vs OpenAI, and google's ai comeback with bestie aaron Aaron Levie (0:00) bestie intros (3:07) the besties welcome Box ceo aaron levie! (5:40) thoughts on David Sacks new role and what areas he can positively impact quickly in crypto and ai (18:42) Department of Government Efficiency's first casualty and its paradigm-shifting potential (48:25) conspiracy corner: what are these drones over new jersey!? (57:36) zuck joins team Elon Musk vs openai, ai's competitive landscape, downstream impact on business software (1:27:29) google's ai turnaround, future of ai physics and video models
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E208 is LIVE! Department of Government Efficiency kills its first bill, zuck vs OpenAI, and google's ai comeback with bestie aaron Aaron Levie (0:00) bestie intros (3:07) the besties welcome Box ceo aaron levie! (5:40) thoughts on David Sacks new role and what areas he can positively impact quickly in crypto and ai (18:42) Department of Government Efficiency's first casualty and its paradigm-shifting potential (48:25) conspiracy corner: what are these drones over new jersey!? (57:36) zuck joins team Elon Musk vs openai, ai's competitive landscape, downstream impact on business software (1:27:29) google's ai turnaround, future of ai physics and video models

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

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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 "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?
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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 "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?

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E197! happy friday besties! (0:00) bestie intros: in memoriam (6:43) OpenAI's $150b valuation: bull and bear cases (24:46) will ai hurt or help saas incumbents? (40:41) implications from openai's for-profit conversion (49:57) $meta's impressive new ar glasses: is this the killer product for age of ai? (1:09:05) blue collar boom: trades are becoming more popular as entry-level tech jobs dry up (1:20:55) risk of nuclear war increasing
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E197! happy friday besties! (0:00) bestie intros: in memoriam (6:43) OpenAI's $150b valuation: bull and bear cases (24:46) will ai hurt or help saas incumbents? (40:41) implications from openai's for-profit conversion (49:57) $meta's impressive new ar glasses: is this the killer product for age of ai? (1:09:05) blue collar boom: trades are becoming more popular as entry-level tech jobs dry up (1:20:55) risk of nuclear war increasing

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🚨 All-In Interview! Friedberg sits down with Senator Rand Paul -- Tariff consequences -- Trade policy -- China relations -- Fragility of the financial system -- Debt and spending -- AI and the economy -- Voting against the OBBB -- COVID cover up (0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy & Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI & the Economy (35:10) Our Fragile Financial System (41:22) Government Employment & Appropriate Spending (48:18) COVID Cover Up & The Dangers of Gain-of-function Research (1:01:00) Relations with China (1:05:52) Political Future david friedberg Rand Paul
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🚨 All-In Interview! Friedberg sits down with Senator Rand Paul -- Tariff consequences -- Trade policy -- China relations -- Fragility of the financial system -- Debt and spending -- AI and the economy -- Voting against the OBBB -- COVID cover up (0:00) David Friedberg welcomes Senator Rand Paul: background, family, what led him to medicine first (3:56) Career Change: Medicine to Politics (7:03) Political Philosophy (10:55) Trade Policy & Economic Impact (15:52) Consequences of Tariffs (20:43) Voting Against the One Big Beautiful Bill (27:52) AI & the Economy (35:10) Our Fragile Financial System (41:22) Government Employment & Appropriate Spending (48:18) COVID Cover Up & The Dangers of Gain-of-function Research (1:01:00) Relations with China (1:05:52) Political Future david friedberg Rand Paul

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POD UP! 🚨 Gavin Baker and Travis Kalanick fill in for Friedberg -- Mamdani's Socialists Sweep NYC -- China Catches Up in AI Coding -- Micron's Blowout Quarter, AI Memory Crunch -- IPO Update: Anthropic $3T!? ++ much more! (0:00) Gavin Baker and travis kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hits Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price
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POD UP! 🚨 Gavin Baker and Travis Kalanick fill in for Friedberg -- Mamdani's Socialists Sweep NYC -- China Catches Up in AI Coding -- Micron's Blowout Quarter, AI Memory Crunch -- IPO Update: Anthropic $3T!? ++ much more! (0:00) Gavin Baker and travis kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel issue, social media bans (45:12) China's open-source AI catch up, distillation, OpenAI's new chip (1:01:46) Micron smashes earnings, AI's memory crunch hits Apple and consumer hardware (1:10:17) The math behind distributed compute and datacenters in space (1:27:22) IPO update: Anthropic at $3T, SpaceX float, Cerebras drops after breaking deal price

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🚨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
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🚨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

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499,765 Aufrufe • vor 1 Jahr

🚨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
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🚨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

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Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think
1:16:39

Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think

Matt Turck

32,922 Aufrufe • vor 2 Monaten

🚨 Pod up: The fifth bestie returns Brad Gerstner Welcome back Brad Gerstner! -- Trump Brokers Gaza Peace Deal -- National Guard in Chicago -- OpenAI-AMD deal -- AI Roundtripping and the Bubble Myth -- Gold Rally -- Polymarket $2B investment, future of prediction markets (0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets
1:27:50

🚨 Pod up: The fifth bestie returns Brad Gerstner Welcome back Brad Gerstner! -- Trump Brokers Gaza Peace Deal -- National Guard in Chicago -- OpenAI-AMD deal -- AI Roundtripping and the Bubble Myth -- Gold Rally -- Polymarket $2B investment, future of prediction markets (0:00) Bestie intros: Welcome back Brad Gerstner! (2:48) Israel-Hamas ceasefire, how Trump and his team got the deal done (13:27) National Guard sent to Chicago to protect ICE Agents (44:02) OpenAI's deal with AMD, state of the "AI Bubble" (1:05:45) Circular AI deals: cause for concern or no big deal? (1:15:00) What's behind the Gold rally? (1:20:38) Polymarket receives $2B investment from NYSE owner ICE, future of prediction markets

The All-In Podcast

446,029 Aufrufe • vor 9 Monaten

NEW POD | EP 73 AI & Robotics Stealing Crypto's Thunder? Timestamps: 0:47 The Only Narrative in Crypto Right Now 1:41 Competitive Landscape in Crypto 4:50 Robinhood's Future Plans 11:42 Future of Crypto Innovation 12:00 Noise ( 13:15 Circle IPO 16:51 USDC vs USDT 18:00 Predictions for Circle's Future 18:49 Circle & CCTP 20:07 Kraken Acquiring NinjaTrader 21:19 Where Are We in The Market? 25:55 China, US and Global Markets 32:13 Manus vs. Gemini 34:12 Sesame AI 35:07 Will Google Have The Best AI? 37:51 AI Investment and Valuation 39:35 AI Coding 43:54 AI in Startup Development and Innovation 44:15 46:24 Niche Apps and Micro Unicorns 49:01 Young Founders & Education 50:15 "Google/Harvard doesn't give you status" - Nikita Bier 52:04 Alpha School - AI-Powered Private School 55:19 AI Doctors 1:00:39 AI Replacing Jr. Jobs 1:02:19 Parenting and Teaching Agency 1:05:46 Tailoring Education to Children's Interests Link ↓
1:07:11

NEW POD | EP 73 AI & Robotics Stealing Crypto's Thunder? Timestamps: 0:47 The Only Narrative in Crypto Right Now 1:41 Competitive Landscape in Crypto 4:50 Robinhood's Future Plans 11:42 Future of Crypto Innovation 12:00 Noise ( 13:15 Circle IPO 16:51 USDC vs USDT 18:00 Predictions for Circle's Future 18:49 Circle & CCTP 20:07 Kraken Acquiring NinjaTrader 21:19 Where Are We in The Market? 25:55 China, US and Global Markets 32:13 Manus vs. Gemini 34:12 Sesame AI 35:07 Will Google Have The Best AI? 37:51 AI Investment and Valuation 39:35 AI Coding 43:54 AI in Startup Development and Innovation 44:15 46:24 Niche Apps and Micro Unicorns 49:01 Young Founders & Education 50:15 "Google/Harvard doesn't give you status" - Nikita Bier 52:04 Alpha School - AI-Powered Private School 55:19 AI Doctors 1:00:39 AI Replacing Jr. Jobs 1:02:19 Parenting and Teaching Agency 1:05:46 Tailoring Education to Children's Interests Link ↓

Good Game

11,576 Aufrufe • vor 1 Jahr