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All In Podcast Episode 128 Recap and Notes May 12 2023

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 rates will go up to 70%
    • Inflation is high
  • RFK Jr
    • Interesting points of view
  • Trump town hall on CNN
    • Kaitlan Collins
    • He did really well
    • CNN management seems to want it - its a ratings bonanza for them
    • Staffers are unhappy that he was platformed
    • He is so entertaining
    • He doesn’t get stuff done
    • He got a standing ovation in New Hampshire
    • He doubled down on all his narratives (Jan 6, election result denial, etc)
    • He might have a way to get re-elected
    • Good for Biden also
      • Campaign ads write themselves
    • Trump and Biden are the only candidates on both sides who can be beaten by the other - they don’t want to deal with the other candidates
    • This is bad for DeSantis
    • Biden might lose to RFKJr himself - Trump can run as the anti-Biden candidate
    • RFKJr is also contrarian
    • Gavin Newsom is working hard to run for office - he doesn’t want to challenge Biden and wants the signal to go for it
    • Biden team is going to run the same strategy and beat Trump again - they already did
  • JCal trip to the Middle East
    • Very cosmopolitan
    • More Hindi is spoken than any other language in Dubai
    • Its like going to New York or London
    • The US is broke
    • They believe they have 20-30 years to convert the oil economy to an evergreen economy

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