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All In Podcast Episode 179 Recap and Notes May 17 2024

May 17 2024



  • Phil Hellmuth birthday weekend
    • Besties having fun
  • OpenAI GPT-4o
    • Multi modal
    • Amazing use cases - translation, teaching, etc
    • “Facebook” of AI has yet to be created seems like - maybe OpenAI is doing these demos to shore up customer usage
    • Models are getting cheaper and better
    • Lot of startups’ product roadmaps and R&D went out the window - start a company now, last 2-5 years of work is gone
    • Where does model innovation end and your innovation begin?
    • They should do open source
    • Facebook did the same thing with Open Compute
  • Sacks’ Glue
    • AI features
    • Can do queries, transcripts, etc
    • They use ragie.ai
    • No channels
    • Promptless - you don’t even have to @mention any specific dataset bot - TBD
  • Ohalo

    • Boosted breeding - figured out how to get 100% of genes from mother and father plants

    • 100% of genes means no random outcomes

    • Yield on some of these plants goes up 50-100% or more

    • Better yield

    • Polyploid - multiple sets of chromosomes

    • Works in plants, not animals

    • Crazy yield gain

    • Potatoes are a $100B market

    • These guys have figured out potato seeds

    • Can optimize for different kinds of climate

    • In the US 60% of potatoes go to chips and fries

    • India - 95% of potatoes are table potatoes - 3-4 times US market

    • Brazil also consumes lots of potatoes

  • Stanley Druckenmiller praises Javier Milei
    • Saw the Davos speech and invested (Soros rule: invest and then investigate) - then added to his position
    • Milei was able to get a surplus going up almost immediately
    • Just cut spending
    • This won’t be possible in the US - too much entitlement
    • Summers already said inflation would be 18% just using the government’s own previous formula
    • Druckenmiller gives Bidenomics an F
    • Fed is jacking up rates, government is spending like crazy - these are contradictory
  • JCal invests in Athena
    • EAs for hire
    • Companies will work very differently in a few years from now
    • Automate, Deprecate, Delegate
  • Google AI demos are impressive
    • Gmail receipt organization
    • Perplexity like search and answers - and better ads too
      • With citations
    • Isomorphic Labs also will do well
    • Now might get some lawsuits also
    • Startups are also trying to create an AI rights marketplace
    • This might kill Perplexity
    • The power of your monopoly dictates how many mistakes you get to make
    • Startups should go all in on their best idea

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