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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
      • 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 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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