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All In Podcast Episode 206 Recap and Notes December 6 2024

December 6 2024

  • Sacks and Chamath out - Gavin Baker and Joe Lonsdale in - for this week
  • Sacks is the new AI and Crypto Czar
  • Friedberg anxious about tsunami
  • Jason at Sacks’s house
  • Trump Bump
    • Deregulation and simplifying the tax code will lead to a lot of growth
    • Starting 1883 for about a 100 years we made people take tests in government - starting in 70s and 80s we removed the tests because of concerns about discrimination, etc
    • Friedberg had highlighted debt issue
      • 3 layers
        • Inefficiency and lack of accountability
        • Excessive Spending
        • Debt that spirals
    • Have to match China’s energy production
    • Solar will take 50 years but it should do well - photo voltaic cost is dropping
    • Nuclear is cheaper and cleaner overall
    • Texas is highest solar not because they are left wing but because its faster to build stuff
  • Crypto
    • Paul Atkins in, Gary Gensler out for SEC
    • Bitcoin hit $100K
    • Crypto reduces the power of the nation state - so left wingers are against it
    • David Marcus sharing story of Libra was so sad
      • Regulators used mafia style tactics
    • Weird that Trump endorsed BTC on the one hand but threatened international trade in non-dollar currencies 🙂
    • BTC is a good check on the abuses of the US dollar
      • Its good to have a check from the liberty side vs from the authoritarian side
    • Paul Atkins sentiment on letting people in to being able to invest is actually more egalitarian and more inclusive
      • On the other hand - you have cases like FTX
    • Michael Saylor BTC play
  • US/China competition
  • xAI supercomputer
    • Gavin’s firm is an investor in xAI
    • Elon and team have figured out how to get a 100K cluster GPUs coherent - everyone at Meta and Google claimed you can’t do better than 30K
    • People only believed it after Jensen Huang said it
    • This should give Grok3 a big advantage
    • Startups always adopt technologies first
  • United Healthcare CEO Brian Thompson shot in Manhattan

    • Should CEOs be held responsible for corporate actions?

    • Same dynamic as oppressor-oppressed ideology

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