All the crap you never needed

April 26 2024   Flipping restaurant reservations People selling restaurant reservations Tips Jason tips the maitre’d $20-$50-$100 Meta Llama3 is out Scorched earth strategy to make it more accessible - its not a core product for them but important Chamath called this in Jan 2023 Zuck reinforced this recently Google did the same with Android and open sourcing You close source when you lead, you open source when you want to catch up Many companies could attack Google search now Stock down because of aggressive AI spending Could be because they are perceived as over spending on NVidia Inference vs Training Tesla Stock went up Layoffs Reincorporate in Texas and leave Delaware Some investors are perceiving a CEO executing according to his original master plan Could be some macro trends hitting them too Robo Taxis could be a big business for Tesla Robots could also be big in the long term Energy could also be a big business (there are 1700 utilities in t...

April 19 2024 Chamath at Breakthrough Prize Yuri Milner/Julia Milner + Zuck/Priscilla + Sergey Brin + Ann Wojcicki organize it All in Summit Google fires protesters Protesting deal with Israel/Israeli entity Took over office and being disruptive ~28 people fired, some were even arrested Entitlement or people being brave and willing to live with the consequences? Left leaning employees asking Left leaning organizations to be more left leaning Right to protest is important - but can’t impede functioning of society Might not be so different from Vietnam War for US (this Gaza war for Israel) Protesters might be looked at differently over time just like the older supporters were Guerilla warfare is also similar There are even articles now showing that Israel might not win the war eventually Americans also killed millions of vietnamese in the war Rules of engagement are quite loose Dehumanization happened then, and now again NPR controversy Katherine Maher became CE...

April 12 2024 Friedberg moderating, JCal out AIS 2024 Back to LA Sep 8-10 Upgraded experience Nvidia They are strong in learning They are trying to build a business in inference Structural innovator’s dilemma - learning vs inference There might be an opportunity for new chip startups Western cities in decline Chamath was in Paris, complaining about same stuff like London and San Francisco, etc Decriminalization, de-carceration agenda is hurting at least the big US cities that are mainly blue Lessening of prosecutions for crime Hard to change a 1 party state People who live in these places are complaining Google Cloud Next trip for Friedberg Platform is amazing - so many companies build ecosystem around that Everyone is also trying to do multi-cloud Cloud is a wide open competitive market There is no AWS or Azure lock-in - or less of it The clouds are competing for the consultants who will do the work for their customers - CapGemini, Deloitte, etc Inflatio...

April 5 2024 New CEO Jon Haile Strong background in incredible live experiences and events Community matters, live content matters Content creators are the new form of demand generation instead of ads Live experiences are the way to go New books: Bad Therapy; Jon Haidt’s new book also 1M subscriber party will happen once they hit that milestone FTX correction Depositors aren’t really being made whole - their crypto dropped in price and they are getting it at the lower price, didn’t get the run up Example: Solana was $16 at the time FTX went under - but Solana is now like ~$188 This is material to SBF sentencing - reporters were buying into the idea that depositors were being made whole - the media is carrying water for SBF clearly Clearly the idea is to get SBF’s sentence commuted - his parents are big democratic donors The collectors/trustee/etc are liquidating at high price BUT giving back the original depositors the crypto at low price This proves that no one is bein...