All In Podcast Episode 192 Recap and Notes August 16 2024

All In Podcast Episode 195 Recap and Notes September 6 2024

September 6 2024 Founder Mode!!! AIS 2024 Lineup Announcements Elon! Marc Benioff Bari Weiss Kristen Sinema John Mearsheimer and Jeffrey Sachs Nikesh Arora Peter Thiel Michael Ovitz (read his book) Panels Tech Robotics Jobee, Archer, Whisk Gecko Robotics - product demo Waymo CEO Altos Labs CEO Adyen - Ingo Megyn Kelly Woody Hoburg Astronaut Thomas Lafont - Coatue cofounder Sponsors Accel Events Merch.com Etc Google Cloud $350K per AI startup Paul Graham Founder Mode essay Brian Chesky YC advice talk Inspired by how Jobs ran Apple maybe Manager mode vs Founder mode There are managers like Nikesh Arora, Shantanu Narayen, Satya Nadella who have created more value than almost all founders bar 1-2 Similar prior art High Output Management - Andy Grove Demon mode at Elon’s companies (from Walter Isaacson book) How novel is this concept really - but also how true is it Silicon Valley ecosystem revolves around Founders But Founders aren’t always rig

All In Podcast Episode 193 Recap and Notes August 23 2024

August 23 2024 Sit to pee BLS revises job numbers down ~30% 818000 down - March 2023 - Mar/Apr 2023 2.9M → 2.1M Largest revision since 2009 (GFC) Professional and business services down Sacks called it MIT publishes admissions data post affirmative action end Racial composition has changed from previously Tier 2 schools’s students might be better than Tier 1 schools’s because they are not corrupted by woke DEI nonsense, are less entitled and work harder Election Kamala doing better in the polls (Silver Bulletin shows her kinda in the lead) But Polymarket has Trump ahead Polling vs Prediction Markets is interesting Comparison of tickets Private vs Public JD Vance is historically the most unpopular VP pick Media coverage of Harris is 84% +ve and Trump is 89% -ve Walz and Harris have only ever worked for the government Vance and Trump have worked in private business Gina Raimundo caught being unaware of BLS - reacted with shock to jobs repo

All In Podcast Episode 197 Recap and Notes September 27 2024

September 27 2024 OpenAI memoriam parody Chamath on Joe Rogan OpenAI $150B valuation Converting to B corp - benefit corp - kinda like C corp - so fiduciary for not just shareholders but some external factors that’s more than just profits Patagonia is similar - for profit with a mission Non profit is a minority shareholder - much smaller now Profit cap will be removed Probably raising $6.5B Altman might get 7% stake Bull case Can probably invest the capital well - they have lead in model performance, etc Could become a true global player Maybe computing extensions stuff Revenue growth seems strong Some rumors have it higher than 3.4B so closer to 5B maybe? So valuation might be warranted Bear case Underlying technology could be replaced by open source (is Llama really good?) Meta could incorporate AI assistants into their app eco system - Google could do the same thing - so you don’t have to go to ChatGPT maybe Competing with large companies will b

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