Skip to main content

All In Podcast Episode 200 Recap and Notes October 18 2024

 

E200: October 18 2024

  • Friedberg shilling SuperGut

  • AllIn Livestream on Election Night

    • Sacks will go to Mar a Lago if its in the bag for Trump

  • Polls and predictions for Election

    • Both sides think their candidate did well in the adversarial interview and the other candidate failed
    • Media war going on - its fair to ask about the bias in the media
    • Voter verification systems make sense - at least its fair to ask what it should be like
    • Awesome Friedberg answer

  • Elon’s Great Week

    • Tesla We Robot
    • Starship Booster catch


    • SpaceX has reduced cost 10x in the last decade or so
    • Starlink could be one of the biggest businesses on earth
    • Friedberg got his first Tesla - Model S Plaid - better than his Audi RS 7

  • Uber exploring Expedia acquisition

    • Since Dara left Expedia, stock wise it has been sideways
    • Expedia is just a UI layer on top of the data
      • Why pay potentially $30B?
    • Perplexity is apparently testing a feature where they can book flights for you
    • Should Uber just buy Waymo instead with that money?
    • Possibility to cross-sell

  • Big Tech investing huge in nuclear power

    • Amazon signs deal
    • Google signs deal
    • Microsoft bought 3 mile island
    • Friedberg had predicted at the start of the year to buy Uranium stocks
    • No one wants a nuclear power plant in their backyard
    • The progress they enable are worth so much more than the risk we might be taking on
    • Concerns of safety
    • Maybe have robot workers

  • California Coastal Commission

    • Lawfare against Elon
    • Politically motivated

Comments

Post a Comment

Popular posts from this blog

All In Podcast Episode 271 Recap and Notes May 1 2026

May 1 2026 Fun with names OpenAI revenue and growth issues Apparently missed user target, revenue targets (internal) Reported issues between Altman and Friar - prompted joint statement maybe They are almost trading at the price equal to their spending commitments On the other hand, GPT-5.5 is doing very well and it seems their compute commitments may be saving the day for the coding use case in Enterprise The key chokepoint is power - they don’t have enough to get tokens out Too much red tape 40% of data center jobs have been canceled recently - why won’t that negative trend continue? This will benefit the Hyperscalers - Oracle, Microsoft, Meta, Google, Amazon This could help Elon with xAI/SpaceX/Cursor 4 : 2 : 1 typical market share of a mature market Cool MIT paper shows we could reduce inference cost by 10x with no loss of accuracy This could increase usage Maybe Google has cut into OpenAI’s consumer market share Clearly these compan...
Post a Comment
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

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