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Showing posts from July, 2025

All In Podcast Episode 233 Recap and Notes June 28 2025

June 28 2025 White House funny video All In Tequila release Iran/Israel conflict US helped Israel hit some Iranian facilities Trump is apparently unhappy with Iran and Israel What’s the narrative now - is Trump pro-war or not? You could argue this is establishing US again as “the” superpower Military supremacy Stock market is at ATH (projecting economic supremacy) Unpredictable situation - folks predicted WW3 and it didn’t happen John Mearsheimer called this exact situation at AIS2024 Oil prices Worry that price might rise a lot Nuclear weapons are complicated - giving up your weapons hasn’t been good necessarily - Libya (Gaddafi assassinated), Ukraine (now in war with Russia) Democratic Socialist Zohran Mamdani going to win NYC Mayor-ship Free buses $30 minimum wage Defund the police, replace them with social workers in high crime areas Grocery stores Friedberg predicted this last year This seems like a canary in the coalmine - this socialism wave will spre...

All In Podcast Episode 232 Recap and Notes June 21 2025

June 21 2025 Thomas Laffont joins the show Friedberg has 4th baby LA is behind national average of recovery in food and beverage industry (going out to eat, etc) Filmings in LA are down 50% from the peak Other places are giving better movie deals 30% more expensive to shoot in LA/CA Levered to 1 industry that has secular decline AI is helping SF OpenEvidence is a company helping doctors Example of AI accelerating a health care provider Zuckerberg AI offers Scale AI almost acquisition Alexandr Wang joining Meta Crazy $100M offers to OpenAI engineers and other researchers Trying to hire Nat Friedman and Daniel Gross Meta has $70B in cash Scale acquisition seems like the Onava deal from a while ago Similar to HTML5 vs native app discussion at Facebook HTML5 decision one but was wrong - and Zuck admitted it Facebook generically trains on Nvidia and open sources- whereas everyone else is optimizing their models to the hardware (Google with Gemini + TPU...

All In Podcast Episode 231 Recap and Notes June 14 2025

June 14 2025