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All In Podcast Episode 129 Recap and Notes May 19 2023
May 19 2023
- Bestie Performance Reviews
- Friedberg
- Called rich guy who wants to tax poor people
- Sacks
- Chamath
- Jason
- Least skilled knowledge worker
- Group
- 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 that the cat is out of the bag - too many models, already better than OpenAI and Bard - and open source
- Analogy to DMV shows you will have to wait in line for who knows how long waiting for a regulator who doesn’t know what they’re doing
- Buffet says AI is like the atom bomb
- Government just is Anti-AI so they can hit tech industry
- New Twitter CEO
- Female CEO/Leaders at Tesla, Twitter, SpaceX
- Lina Khan blocks Amgen’s $27.8B deal for acquiring Horizon Therapeutics
- Interesting nuance - the problem is bundling or M&A?
- Pharmacy Benefit Managers are the problematic middle men
- Apple headset expected
- Will be ~$3000
- More competition is good
- Real Estate
- Home buying sentiment really low
- Commercial is also bad (CRE)
- SF office market is ~90 million square feet
- AI companies are creating demand - but only ~1 million sqft right now
- Many zombie office towers in SOMA
- Crime in SF and NYC
- Jason was attempted-mugged twice in the 80s
- Media is not necessarily providing all the information
- Soros political motivation with funding DAs
- He has funded DAs in other cities than where he lives
- He has funded efforts around the world
- His son has visited the White House several times in Biden presidency
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