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All In Podcast Episode 171 Recap and Notes March 22 2024

March 22 2024



  • Dune 2
  • DoJ sues Apple
    • Apple charges 30%
    • How can you install software for free on a laptop but on Apple its 30% and only from the App Store?
    • Government should really regulate this? Why can’t consumers choose
    • Is interoperability in Apple’s interest actually? More people will buy Apple watch, install iMessage, etc
    • Why is this different from what happened with Microsoft? They could have owned the browser and search, html vs activeX, etc
    • How is Apple allowed to get away with this?
    • Google is also doing the same thing with Android that Microsoft did with browser on Windows (you have to have google search if you want our support?)
  • Apple looking for AI
    • Gemini or OpenAI?
    • They spent $30B on R&D last year - what did they spend it on? Where is their AI strategy? How come something so important is being outsourced?
  • NAR lawsuit settlement
    • Commissions are $100B a year in the US
    • Could reduce by 30%
    • The 3% for Buyer’s agent can now be negotiated, to be paid by the buyer, written agreement
    • There will be fragmentation and automation of this industry - costs will go down
    • 1.4M members of NAR - lot of them will lose their job
    • The only way the system has existed is to make the seller pay for it
    • Might affect home prices also
    • Lot of startups will come out of this - direct to consumer apps
  • Microsoft acqui-hires Inflection AI team
    • Mustafa Suleyman is new CEO of Microsoft AI
    • Inflection had raised $1.5B or so
    • Maybe they didn’t buy the company because it would have been hard to get through anti-competitive issues
    • Maybe its an investor bailout?
  • Saudis planning $40B AI fund
    • Allocate to hardware (chips), foundation models, infra for running AI stuff, applications
    • Robotics?
    • Save some for backing winners
    • Look at traditional businesses that might use AI
    • Most value will go to hardware people and application people
  • Reddit IPO
    • Did well
    • Maybe getting bump from Powell announcement that 3 rate cuts will happen by end of year
    • Only a quarter of commercial real estate loans were paid off in full that were due last year
  • Science corner
    • Universe expansion
      • Different parts of the universe are expanding at different rates
    • Pig kidney transplant
      • Into 64 year old man at Massachusetts General Hospital
    • Neuralink
      • Quadruplegic man plays chess with his mind
  • AllInTok shoutout

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