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All In Podcast Episode 169 Recap and Notes March 8 2024

March 8 2024

  • Dumb jokes
  • Elon vs OpenAI
    • He feels cheated - especially coz he worked to get Ilya and his name was used to raise money, etc
    • Good point about donating tax free to nonprofit - and then change to for profit and make money
    • Twitter crowd having a field day
    • Elon’s emails and messages that OpenAI published seem to weaken his case
    • Structure is not what you want to innovate on
    • OpenAI could have tripped something by letting employees sell shares
    • Instead they should have done Mozilla model of paying above market salaries to employees
    • Elon was right that OpenAI would have needed amaziing amounts of capital to really work
    • Sam Altman’s OpenAI Ventures thing could cause problems
    • They were supposed to be open source for the benefit of humanity - then they changed it to closed source, and employees sold $2B of equity
    • Also the shenanigans with the board will also cause IRS to raise their eyebrows
    • They should have just made it all for profit
    • Sam doesn’t get to monetize the thing, but he gets to monetize all the side things
    • You would rather have 50 basis points of the ecosystem instead of 5%
  • What is AGI - smarter than 80% of humans or SkyNet?
  • Sunny Madra joins the show - sells Definitive Intelligence to Groq
    • 16000+ developers in the app
    • All Besties on the cap table
  • Apple’s losses

    • Apple being tyrannical

    • Apple’s growth is limited - they are a GDP-correlated company

    • Warren Buffett also losing faith

    • Future GDP is all on Android



    • But that could flip to Apple as the economies become more prosperous - assuming iPhones are still the best

    • Current portfolio of products isn’t great (car project stalled)

    • What if they do Apple Cloud?

    • Can’t they just make Siri better using LLMs?

  • Tiktok ban?
    • Bipartisan legislation to have ByteDance divest their tiktok holdings
    • In the past CCP took a board seat on ByteDance
    • Why is Tiktok allowed in the US if Twitter, etc are not allowed in China?
    • Just recently an AI engineer was caught stealing from Google
    • There is no reciprocity
  • BTC ripping!
    • $100K?
    • ETH ETF?
  • Microplastics
    • Italian study investigated plaque in carotid artery
    • 304 patients agreed to submit their plaque for analysis - over 34 month period they were studied
    • They found 1 microplastic/nanoplastic per 50 pieces of plaque
    • Patients with this had 4.5 times elevated health effects (New England Journal of Medicine published)

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