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All In Podcast Episode 176 Recap and Notes April 26 2024

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 the US)
    • FSD could do well - Waymo is doing very well in SF - Cruise had some issues
    • Waymo is leading, probably Cruise second - so remains to be seen if Tesla can catch up
  • FTC votes to ban noncompetes
    • Already there in CA
    • Now east coast companies will also get it - especially finance companies
    • Dubious what benefit it provides when environment is dynamic
  • Steve Jobs
    • Friedberg and others at Google pitched to Apple to cache the internet on the iPod - soon Apple released the iPhone
    • Jason suggested to Jobs to do video on iPod, he said its a bad idea and soon they actually released it
    • Chamath had an idea for WinAmp - but soon Apple released iTunes store with music
    • Chamath also was interviewing for Head of iPhone
    • Friedberg met him at a conference
  • Tiktok ban bill passed
    • Lots of national security state bills have passed along the same lines
      • Warrantless spying bill also was passed recently
    • Handle this in a trade bill instead if you want to ban Tiktok for reciprocity - now instead government can shutdown Apps they don’t like
    • They will go after Telegram, then X then Rumble
    • Tiktok had $14B revenue last year, 170M american users
    • Some non-tech company might buy it when it gets divested - assuming that’s allowed to happen
    • Another problem could be that Tiktok might be listening for audio even when not being used
    • Jason did an experiment on Tiktok and experienced his video not being posted
  • Biden’s budget
    • Capital gains tax increase (targeting people making > $1M/year)
      • Would be highest in 100 years
    • Tax on unrealized gains also
    • Same thing was also in BBB budget - only failed because of Manchin and Sinema
    • Balaji’s post on All it takes is all you got - completely on point

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