Skip to main content

All In Podcast Episode 224 Recap and Notes April 18 2025

April 18 2025


  • Last episode reached #4 in the world
  • Friedberg won latest jeopardy round
  • Tim Dillon joins the show
  • Nvidia H20 export controls

    • Export controls vs tariffs

    • Some of this dates back to 2019 Trump administration with lithography controls

    • Biden administration added more chips to the controls

    • So Nvidia worked on a different chip that would be compliant

    • These measures might make China beat US in AI (Gavin Baker and Bill Gurley, etc)

    • China has already demonstrated they can build advanced chips (like those used in Huawei, etc)

    • How much is China getting from other regions?

    • Is this similar to the case of some TSMC chip that showed up in a Huawei AI processor?

  • Trump vs Harvard

    • Administration targeting policies and Harvard funding

    • Harvard is now getting a reputation that they discriminate in their admissions

    • What is the point of providing tax benefits to these private universities when they are openly ideological?

    • Harvard has $53.2B endowment (maybe making $4B in income every year through just investments in the endowment?)

    • Taking a step back - what is the point of US government giving research grants and tax exempt status to these universities?

    • Government needs to clarify what laws are being broken

    • Majority of the capital in these universities seems to NOT be used to educate students but to generate more capital

    • Bob Jones university decades ago lost case to IRS in Supreme Court that they can’t have racially discriminatory policies for federal funding

    • More than 80% of Harvard faculty identifies as liberal

    • Harvard can also lose its funding but continue to operate the way they are just like Bob Jones university

    • Are these universities being dependent on Federal dollars making them more entitled?

    • China has almost caught up with the US on core fundamental science research over the last 2 decades

    • NIH data - insane administrative overhead in this data

    • Maybe the administration has a fair point - need to stop the malaise of discrimination and make a point

    • Chamath anecdote about his friend who could have joined the Fed being asked to play up his Indian ness and how he refused

    • Universities are becoming consensus forming institutions among the richest most powerful folks in the country

  • Hollywood DEI
    • Trump has already ended the war in idea/spirit
    • Ukraine parliament extends martial law till August
  • Friedberg advances in Celebrity Jeopardy
  • Mitochondrial Therapy
    • Research shows mitochondria can move from cell (good cell) to cell (damaged cell)
    • More research shows bone/cartilage regeneration using mitochondrial therapy

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 214 Recap and Notes February 7 2025

February 7 2025 Jason grifting for USAID (tongue in cheek!) Ray Dalio episode with Friedberg was a big hit Government seems to be kind of following his recommendations Antonio Gracias joins the program Legendary investor (Tesla, SpaceX, Uber, Athena, etc) DOGE vs USAID JFK established it via EO in 1961 Programs in ~130 countries Budget under Biden ~doubled from $26B to $45B Insane spending Twitter takeover ~$12.5B in debt Breaking even Biggest turnaround in history Company doing well No one came into the office - pens had gone dry in the conference room due to unuse Flowers were impeccable - 1000s of people’s worth of food being cooked everywhere and thrown into trash and not being even given to homeless Fixed the woke mind virus This is like a warmup for DOGE First he thought democracy was turning into bureaucracy Instead its becoming a kleptocracy Pure corruption Similar to 1941 Truman committe/commission Formed...
Post a Comment
Read more