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All In Podcast Episode 170 Recap and Notes March 15 2024

March 15 2024



  • JCal Christopher Walken impression
  • Friedberg’s new family members
    • 2 more dogs
  • Based Tech CEOs
    • Jensen Huang about pain and suffering and resilience and low expectations
    • Alex Karp about short sellers coked up
    • Seems folks are less scared of cancel culture
    • Elon has taken more risk with what he has done
    • Pain and suffering is necessary to succeed in life - its a requisite to greatness
    • Hard to start a company
    • Entrepreneurship is very stressful
    • Have to learn to deal with rejection
    • Persisting through failure is the most important trait you have to develop
  • OpenAI training data sources under doubt
    • Mira Murati - CTO - gave troubling interview
    • YouTube was used?
    • You might be able to train with no problem on public data
    • Google might itself not have the right to train on YouTube data
      • Others might be able to
  • Vertical AI startups
    • Harvey - AI for lawyers
    • Abridge - AI for doctors
    • TaxGPT
    • Cognition - Devin
      • Tweaking reasoning and long term planning on existing LLMs apparently was done here
      • Developers will be even more valued because this stuff won’t always work
    • Everyone is working towards autonomous coding
    • How does this work with existing code bases?
    • Sacks invested in Sourcegraph
    • Coders will become much more productive over time
    • You will have millions and billions of 1 person companies
  • Tiktok ban
    • Bill is warranted but its details are going to give government and intelligence community new powers that might be abused
    • Example: a person subject to the direction or control of a foreign person or entity described in subparagraph (A) or (B)
      • What constitutes this? What do you have to do to be “subject to” their control?
    • This language can be used to vex and harass your opponents
    • This will hurt domestic companies also
    • This will lead to regulatory capture and crony capitalism
  • Google’s annual catering budget is 2*cost of starship
  • Outro = Intro

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