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All In Podcast Episode 178 Recap and Notes May 10 2024

May 10 2024



  • Sam Altman joins All In!!
    • Seqouia scout with Jason
    • YC
    • OpenAI
  • GPT-5
    • Might just be better GPT-4
    • Optimistic about speed and cost - because that’s what people want
    • Thinks open source and closed source can co-exist
    • Very interested in some kind of AI-powered device - will it be a phone?
    • Phones are already great so something else has to be much better
    • Thinks iPhone is the best computing device ever made
  • Agents
    • Wants the world’s greatest assistant
    • Another approach is alter-ego
    • Wants to design a world that can be equally used by humans and AIs
    • Voice, multi modal etc is interesting
    • But multiple interfaces will probably always be there
    • Excited about potential for faster and better scientific discovery
  • Training vs Inference
    • Training data will be less important going forward and inference will be more going forward
  • AI regulation
    • Skeptical about details for minutiae
    • But backs the need for regulation - if we don’t do that we would be irresponsible
      • Like how we do safety checks before a plane takes off
  • UBI
    • What if in the future we have UBC vs UBI
  • November firing incident
    • Doesn’t question intent of board members even if he disagrees with their decisions, etc
  • Equity
    • Regrets not taking it then else he has to keep answering questions
    • All the other investments he’s been rumored to be involved in are OpenAI, not his
  • Debrief
    • They will be one of the biggest players in this space
    • Will be involved in a personal assistant
  • All in Summit
    • Jason’s guests
      • Elon Musk
      • Mark Cuban
    • All in Tequila
  • College protests
    • Apparently Peter Thiel got “barricaded”/car couldn’t leave
    • Rise of the Woke Right
    • Most protests don’t seem to be violent
  • Apple innovation
    • New ad getting lot of backlash
    • Buffett sold $20B of Apple
    • Nikesh Arora has done a great job at PANW (1:22:20)
    • Marc Benioff also good at acquisitions
    • Danaher also buys companies
    • Start small and earn the right to do more
    • Apple can’t do in-house innovation and not good at M&A?
    • Biggest news is that the new iPad is thinner
    • They should have done a car - messed it up (also messed up Tesla acquisition)
    • Apple’s problem is the strive to define the category (Apple2, iPhone, iPad)
    • There are regions in every town and country that could be converted to level 5 autonomous zones
    • They could do home automation
  • Google unveils AlphaFold 3.0
    • Today most drugs are tested with clinical trials and you discover unwanted side effects too late - billions of dollars and years later
    • But now we can figure that out sooner
    • Google will monetize this through Isomorphic Labs

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