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All In Podcast Episode 207 Recap and Notes December 13 2024

December 13 2024

  • Besties going skiing
  • Keith Rabois subbing in for David Sacks
  • Keith back at Khosla
    • Executives become VCs by forging relationships with Board members
    • Switched from KV to FF because of commute 🙂
    • KV is more early stage
      • Input driven
    • FF is more momentum investing
      • Output driven
    • Likes to help
    • Husband Jacob Helberg - joining Trump administration - Under Secretary of State for Economic Affairs
  • Trump appointees
    • Amazing number of successful business people in the administration
    • Left also has smart business people but they would never add them to the administration - they look down on successful people
    • This is a good model - this is how the Founding Fathers also operated - this is what we want - people do their government job and go back to regular work
    • Trump is the only modern President whose net worth dropped due to office - everyone made money
    • He asks “why”
  • Google’s Quantum Chip

    • Shore’s algorithm

    • We are 2-5 years away from QC being able to break Bitcoin encryption

    • Google invested in this for over a decade - this has helped humanity

  • Gukesh Dommaraju won World Chess Championship
  • Apple
    • Vertical integration helps
    • Doing their own AI inference chip
    • Software going downhill
  • TikTok ban issue
    • Can make a case its a threat to the US
      • China has access to Americans’ data
      • Influencing Americans in potentially negative way
      • Trade reciprocity
    • Vote was bipartisan
  • State of Venture
    • Andrew Ferguson in, Lina Khan out - hopefully good?
    • Seed fund gets returns from M&A maybe
    • Venture funds get returns from IPO
    • So Lina Khan’s impact claims in the discourse are dubious?
  • Tariffs and Inflation

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