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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

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