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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

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