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All In Podcast Episode 183 Recap and Notes June 14 2024

June 14 2024

  • BlackJack Instagram guy starts the pod!
    • BlackJacked!!!
    • Tim Myers
    • Might come to All in Summit
  • Trump fundraiser
    • Very involved process
    • Sacks’ first fundraiser
    • Streets blocked
    • City was like a zoo - all kinds of protesters/supporters were in town
    • There’s a big enthusiasm gap between Pro-trump and Anti-trump folks
    • Eoghan McCabe tweet about how donors are past-democrats and not really republicans but are supporting Trump because of war, crypto, immigration stances, etc
    • Trump was entertaining, some notes but no tele-prompter
    • Started at 630 am eastern time mar-a-lago, then arizona, then their event, then LA - lot of energy apparently
    • Big delta between how he is and how he is portrayed in the media
    • Trump has apparently flipped his position on abortion, crypto, AI, etc
    • 538 says 51% Biden, 48% Trump
    • This might be Trump vs Kamala Harris coz Biden even if he wins might not last the 4 second years
  • Elon’s comp approved by shareholders
    • Tesla shares popped on the news
    • Only in this place because of judicial activism
    • Obviously shareholders didn’t need your protection - so it was a waste of time
    • The trial lawyers could get billions in all this - Delaware’s days are corporate law place could be numbered
    • This might be a good way for companies to rewards CEOs actually
    • Might be interesting to make a list of folks who back-stabbed him
      • Reneging is not looked on favorably in business
    • Calpers CEO - roasted on CNBC by ARS - reneged
    • Will there be movement to Nevada?
  • Apple ChatGPT demo
    • Opportunity for hardware companies to realize value from AI
    • Maybe first time Apple has opened up to 3rd party?
  • OpenAI hits $3.4B run rate
    • Unofficial
    • ChatGPT really good for research
    • Sanity check outputs across LLMs
  • State of US economy
    • Hiring and stocks are surging
    • Inflation 3.3% - lower than expected
    • GDP growth is only 1.3%
    • Elizabeth Warren sent letter to Fed to cut interest rates
    • Will probably see more than 1 rate cut according to Chamath
    • Vinny Lingham doesn’t think we will get a rate cut this year
    • Powell’s motivation might be historical legacy - so wants to be seen as Volcker instead of Arthur Burns
    • A lot of the jobs are government jobs

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