Skip to main content

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 right
    • Leaders have to be able to think from first principles - but not just look for comparables
    • Founders have fearlessness and naivete
    • Each of them has its own unique path
    • Trained managers use prior experience, etc - employing a cookie cutter type model
    • The Five Dysfunctions of a Team - Patrick Lencioni - reading recommendation
  • Bolt Ryan Breslow back in the news
    • He left a while back
    • He called out YC some time back
    • New CEO informed investors that another round is being raised
    • Is this Founder Mode?
    • So what matter is winning
    • Was Elizabeth Holmes Founder Mode?
    • Need to define the standards better than saying Founders are always right and traditional managers are always wrong
  • CA Section 230 ruling
    • How will this not lead to more censorship?
    • Newspaper editors (taking a position) vs algorithm (giving you more of what you want)
      • Example of Elon explaining X algorithm
    • Argument that social media encourages negative content is made by people who want to regulate it
  • DOJ charges Russians with infiltrating US media company
    • Scuttlebutt is that it could be Tenet media
    • Should have media diet where the people don’t need the money
    • Best thing AllInPod did was no ads
    • Putin just announced he wants Kamala to win the race
    • No more RussiaGate hoaxes
  • Kamala’s economic pivot
    • Might just be a tack towards the middle after initial sugar high

Comments

Post a Comment

Popular posts from this blog

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

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

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
Post a Comment
Read more