All the crap you never needed

May 26 2023 Sacks hairstyle Friedberg bath DeSantis Twitter Spaces announcement DeSantis team wanted to do something different Worked with Twitter team to do it on Spaces Reached out to Elon/Twitter and reached out to Sacks Big moment divorcing ourselves from mainstream media Showing credibly that you don’t need to listen to 4 channels to shape your consciousness There were technical difficulties starting it up on Elon’s room - worked well when they moved to Sacks’ room Citizen journalism, podcasting, audio platforms DeSantis rolled with the punches - technical and political Contrast to Trump was stark Even Biden’s twitter account tried to troll it - that shows they acknowledged it Expected negative reaction from traditional media All political candidates should engage in long form discussion like this Big shots showed up - Michael Dell, Bill Ackman Book banning issue - its a curriculum discussion, books aren’t being banned from the state of Florida Media has

May 19 2023 Bestie Performance Reviews Friedberg Called rich guy who wants to tax poor people Sacks Rich guy who got lucky Chamath Greedy capitalist Jason Least skilled knowledge worker Group 3 billionaires and Jcal AI senate hearing Sam Altman, Gary Marcus, <insert name> Sam said he doesn’t have equity in OpenAI He wants to create a licensing agency Classic regulatory capture All hedge funds, etc are long Nvidia and AMD This is rare that Silicon Valley is first time warning about dangers instead of outside voices Senators want to create new regulation instead of using existing laws Altman is being smart and trying to get a regulatory moat around his incumbency MosaicML model shoutout! Example of models that are becoming ubiquitous and pervasive and easy to run at the edge, etc This will make it hard to regulate - every computer, device etc could be running its own model So regulating this could be a fool’s errand HuggingFace models show th

May 12 2023 AIS 2023 Royce Hall UCLA Sep 10-12 2023 3 tiers of tickets VIP tickets Scholarships Google announces PaLM2 for Bard Supports 100 languages Math and reasoning Duet AI for Google Cloud - AI powered collaborator Friedberg thinks its better than ChatGPT Google market cap is up $150B in the last 2 days Chamath and Jason roast each other using Bard prompts Google might need to work on Quality AI Regulation AI Alignment is a problem Deepfakes Provenance of data is an issue IAEA style regulation? This is just a way to create a regulatory moat to slow down the smaller guys Druckenmiller warning In 20 years entitlement spending will cover 60% of all taxes!!! We already spend almost 40% of taxes on seniors There is no number where the debt to GDP ratio issue breaks - we have always been ahead of the world World’s center for innovation, World’s mightiest military You have to weigh countries against each other Long US, Short every other country Tax ra

May 5 2023 Robert F Kennedy Jr joins the show! Foreign Policy: Ukraine/Russia Is this a humanitarian crisis or war effort? This is an existential crisis for Russia 2014 administration supported violent coup overthrow of democratically elected government of Ukraine So Russia invaded Crimea Ukraine government illegalized Donbass language and culture - prompting civil war - killing 1000s of them Putin, while violent was not irrational to take the Donbass Best settlement for war was outlined in the Minsk Accords US has been doing integrative military exercises with Ukraine, integrating them into NATO forces - this was a red line for Russia JFK said: #1 job of a president is to keep the country out of the war Biden is pro war Trump walking away from missile treaty was another provocation for Russia George Kennan - why do we even have NATO anymore - when Soviet Union collapsed Taiwan De-escalate the conflict Don’t commit the country to bloody wars by forcing candidates

April 28 2023 Chamath likes lab-grown meat Big tech Google stock is up Announced $70B stock buy back plan Cloud unit is profitable first time in its history DeepMind and Google Brain merger Sundar feeling the strain Search revenue up YoY, down vs quarter Net Income $15B 2 things not presented were striking - Operating Costs and Model, competition vs OpenAI Seems there’s a lot of internal confidence in Google that they will AI Shareholders might lose faith if they don’t see proper technical direction from Google - might lose to Microsoft, Apple and Meta Google has huge advantage over Microsoft which is completely dependent on OpenAI They made a blunder by making transformers open and letting OpenAI get it - but they can recover Demis Hassabis went around Sundar to Larry apparently Don’t need CEO change to do 15-20% force reduction to get company humming on all cylinders We are now well past peak big tech - these are ex-growth large cash flow businesses - the way they g