Skip to main content

All In Podcast Episode 194 Recap and Notes August 30 2024

August 30 2024

  • Reif Hoffman joins
    • Paypal memories
      • Sacks figured out the business model quick
      • Hoffman kept all attackers at bay
      • Bill Harris fired from Paypal - conspiracy at Antonio’s Nut House in Palo Alto apparently
    • AI
      • Crazy NVIDIA growth
      • Training vs Inference will play out in a year or two
      • Satya is the best public market CEO of our generation - Hoffman
      • Big tech is buying GPUs to be better positioned - can’t miss out on the wave
      • Lots of winners to come in AI - open source as well as closed
      • Multi model approach will quickly be universal
      • OpenAI corporate structure
      • InflectionAI
    • Lina Khan, FTC
      • Can’t hurt the chance for returns on risk capital
      • Her actions are chilling that market and having the opposite effect - not increasing competition
      • Apple - fewer people hate it - its less offensive
    • Politics chat
      • Biden vs Kamala
      • RFK Jr ballot controversies
      • Extremist rhetoric is to get the votes of the extremes
      • Jan 6 is red line
    • RFK Jr
      • Was offered VP - refused
      • Found common ground with Trump on
        • End war in Ukraine
        • Censorship
        • Reducing childhood chronic disease epidemic
      • Family been in Democratic party since like 1848
        • Has burned bridges and boats by joining with Trump
        • Feels Democratic Party left him
        • They completely disenfranchised him and his supporters
      • Democrat only value is anti-Donald Trump
      • Most profitable product in this country is a sick child - a life long customer

Comments

Post a Comment

Popular posts from this blog

Mxyztplk

kljfkldsajfks djfsdfklj23kj2kl3j423kl j4l23k jrkl;qjr;lwqej klqwjdklasdjklj234kj23kjsa kljdaskd'asdasd sad w 23 424k 23l4k23lk 4l23 4l32 kweerkwqe23 14 wqd asda d 234 2134 23 42343rldla;dkl;sakdl;kasl;dkas;ldk;asdklkasdklal23l;k4klsaldksaldksl;adk
7 comments
Read more

What's your favourite Iron Maiden song?

Part of the NWOBHM ( ignoramuses can go ahead and google that :P ), Iron Maiden have rocked for a long time, with many brilliant compositions (yes compositions, as intricately crafted as any symphony you philistines - the cadence of mcbrain's drums, the richness of dickinson's voice, steve harris's incomparable lyrics and I will stop before waxing lyrical about the guitars of Dave Murray, Adrian Smith and Janick Gers....man!). So what is your favourite Iron Maiden song? I ask because frankly I don't think I have one, and I doubt if its possible for me to single any one out. (get it -- "single"? I use it while referring to songs? mmmpff :D, k, never mind) (wrt the inaugural blog post which was in keeping with the spirit of this webpage, I thought I might as well clear the air regarding the only thing meaningful in the whole piece - the title )
12 comments
Read more

All In Podcast Episode 229 Recap and Notes May 23 2025

May 23 2025 All In Summit Bond market chaos Weak bond demand 10 year yields spiked Govt sells bonds to fund its activities Crazy debt projections 😟 Market does not want to buy debt from government Big beautiful bill is the anti-DOGE Worst case for financial situation Bill passed 215-214, 1 person slept on the floor and didn’t vote Gold and BTC spiked US downgraded Bill favors traditional republicans and traditional democrats Energy prices will spike, AI energy generation will be harder Fed might increase interest rates Republicans abandoned DOGE Tax cuts are good at least Better border security What is happening in Japan currency/bond markets might lead to $1T sale of US treasuries This could devalue the dollar This bill will hurt the US economy US politicians don’t want austerity President doesn’t have enough power over spending People vote for Republicans to cut taxes and cut spending - they did 1 out of 2 this tim...
Post a Comment
Read more