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All In Podcast Episode 154 Recap and Notes November 17 2023

November 17 2023



  • Dean Phillips joins the besties

  • JCal is back

  • Dean Phillips

    • Running for President
    • Represents Minnesota’s 3rd district
    • Origin story
      • Ran Talenti Gelato
      • Lost dad in Vietnam war when he was 6 months old
      • Created Belvedere Vodka - sold the business
        • Jay Z helped launch it
        • Started trend of influencers
      • Joined politics after Trump election - 2018
    • Time in congress
      • Democrats and Republicans in congress kept separate
      • Senators and House members spend 10000 hours per week fund raising
      • Legal corruption stories
      • Problem solvers caucus
      • Complimentary of Biden’s work but looking forward
      • Apparently Vice President also has some ownership in some of the issues
      • Affordability is hard for american people right now
      • Biden has lowest approval ratings in presidential history
        • Losing to Trump in 5 out of 6 battleground states
      • Biggest line item in Dean’s budget is security
      • 21 people have signed up for Presidential candidate from Democrats
      • New Hampshire has best process - $1000 check, 35 years old, born in this country and can sign up for President
      • Virginia is much more expensive
    • Ukraine Russia war
      • Would have taken apparent March 2022 deal
    • Read Future Shock
    • Would make standards same for all social media outlets - that way rein in TikTok
    • Wants to allow verified accounts discussion to happen
      • Minimum age might be a good idea
      • As bad as alcohol
    • Middle East
      • Wants hostages released
      • Ceasefire
      • Peace keeping force of neighbors
      • Multi-national coalition designed to eliminate Hamas
      • Investing in democratic civil society
      • Saudi-Israel deal was close and that’s why this probably happened
    • Border issue
      • Despicable embarassing failure of American policy
      • Visited recently - acknowledges its a problem
      • High skill immigration can be different from asylum immigration
    • Spending and US fiscal state
      • Can’t tax GDP more than 20% else economists show it will shrink
      • Debt service is too high
      • People sleeping on the streets
      • Kids going hungry
      • Bad schools
      • $2T deficit
      • No child care, No pre-K education
      • 2033 - social security will probably run out
      • American millionaires have added more money (percentage wise) than top 10% of families
      • Universal health care that will actually save money
      • Military - too much spending
        • Causes the wars
      • Zero based budgeting
      • Teachers are important for children
      • AI regulation should be narrow
    • Debrief
      • Did a good job highlighting role of regulatory capture in Democratic party
      • Sacks would pick him over Nikki Haley
      • Friedberg would pick him over Biden
      • Chamath liked his business war stories
      • Jason liked his ability to engage
    • Besties have sent first podcast kits to 4 presidential candidates
  • Xi and Biden in San Francisco

    • China also losing investment


    • US too busy with other wars
    • China is biggest buyer of US agricultural exports ($200B a year)
    • Newsom admitted that he could have cleaned up the city if he wanted to
      • All this time he claimed it was a local problem
      • Will do it for Xi, Dreamforce, Superbowl but not for city people
      • He was able to go to China - it must have been endorsed - so he’s auditioning
      • Biden is basically endorsing him
  • DeepMind weather forecasting model

    • Better than traditional weather forecasting

    • Other older systems run on $200M+ systems

    • Some of them take $1B per year to do forecasting

    • They sell it to news organizations

    • Have just been adding more compute to do a better job

    • DeepMind used a graph neural network - used old data (going back to 70s) + data from last 6 hours and predicted for next 10 days

    • Better results apparently - runs in 1 minute


    • Small compute

    • Can do weather all around the world

    • Totally upends a lot of business models

    • GNNs can be applied elsewhere too

    • Dept of Commerce can now save billions of dollars

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