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Showing posts from April, 2023

All In Podcast Episode 125 Recap and Notes April 20 2023

 April 20 2022 Antonio Gracias and Gavin Baker (Altreides) Bestie Guesties - JCal taping from Starbase - in a tiny home SpaceX launch AG is board member New engine/ship This vehicle will take us to Mars Falcon 9, etc were most successful vehicles This is a new one - needs to be stable $2M is the (variable) cost to get a 100 tons to orbit This is a step function change Falcon 9 mass to useful orbit is 17 metric tons - variable cost is ~$15M 100 metric tons for new engine is conservative This is about 50x change in cost - so Starlink, etc becomes much cheaper Interior space of this is size of ISS - its huge!!! There will be no more trans-atlantic trans-pacific flights - transportation logistics - fundamental change Experience of visiting Starbase is special - human beings can accomplish something like this is amazing Engineers living in gulfstreams in the middle of the desert - miles away from any major city - no potable water, no electricity,

All In Podcast Episode 124 Recap and Notes April 14 2023

April 14 2023 AllIn Fan Meetups for E125 31 cities where people are getting together to listen/watch the show Similar to Rush rooms in the early 90s for Rush Limbaugh Understanding AutoGPTs Bunch of GPTs talking to each other in the background - like updating CRM, databases, book meetings, etc Github - code repository - where AutoGPT You can give it an assignment and then it can string together a bunch of prompts - so its the basis for autonomy Example: you are an event planner AI, plan a trip for me in Healdsburg this weekend including wine tasting, kid friendly requirements, people, etc - it did all of this by itself This is basis for a personal digital assistant Seminal moment - one after the other coming thick and fast This will be hard for people to control this Stanford and Google paper on Sims style simulation This week shows how fast the recursion is with AI Other technologies - takes a year or more - iPhone1, iPhone2, app store, etc Now breakthroughs are in d

All In Podcast Episode 123 Recap and Notes April 7 2023

April 7 2023   Friedberg rocking Ohalo JCal lamenting Mahalo Tilted by Chamath Trump indictment He pleaded not guilty Not exactly clear how strong the case is - even left folks are skeptical it will work Campaign finance laws are federal laws, not state laws Campaign donors don’t want their funds to be misappropriated by candidates Hilary Clinton maybe used Campaign finance funds for the Steele dossier - she was fined for that Maybe this is a distraction to have the Republicans unite around Trump and have his poll ratings go up, so that DeSantis’s ratings go down - this way Biden gets to fight Trump which is easier Cyrus Vance decided not to move forward with the same case when statute of limitations had not expired - but Alvin Bragg apparently has He claims he was told to stand down By going first with this case - all future cases are going to be poisoned - even if they are more valid If this was happening in another country then US would be criticizing it as a ba

All In Podcast Episode 122 Recap and Notes March 31 2023

E122: March 31 2023 JCal also doing sea salt and vinegar pistachios Joe Manchin calls out Biden flip flop Manchin - Nikki Haley will be an interesting ticket (or the other way around) OpenAI + Sacks writes GPT-4 powered blog post Covered Jigsaw and their strategy of give to get OpenAI release ChatGPT plugins Most important developer platform since the launch of the iPhone or maybe even ever Fastest growing application of all time - 100M users in 2 months Fastest growing site of all time They are now making ChatGPT a destination site - anything you could do through an application, you will now with a plugin Google search could be destroyed by ChatGPT + plugin interface - very disruptive to commerce providers - disruptive to a lot of different industries Apparently some Google employees quit because Bard was being trained on data from ChatGPT? This is a question right now There could be an M&A bonanza coming for Silicon Valley - buying or getting excl