Skip to main content

All In Podcast Episode 249 Recap and Notes October 31 2025

October 31 2025



  • X Platform, Algorithm Changes, and Grok
    • New feature: "Disgraziad Corner"
      • First recipients: Jason Calcanis and Pete Buttigieg for virtue signaling about past work at Amnesty International
    • Algorithm (the "torrent" issue)
      • Previously a bug hid posts from followed accounts
      • Overcorrection added too much gain: any interaction produced a torrent of similar content
      • Mostly fixed now
      • Benefit: interest-based algorithm provides a 360-degree view on subjects
    • Legacy code and deletion
      • Gradually deleting legacy Twitter heuristics
      • Removing one bug can reveal another that was previously covered
    • Future updates
      • Add a curated Following tab
      • Grok will surface most interesting posts from friends/followed to cut through prolific posters
    • Grok's scale and role
      • Platform handles ~100 million posts per day
      • Grok to read, understand, categorize, and match top 10 million posts to users daily
      • Requires substantial compute, estimated on the order of 50,000 H100 servers
    • New search
      • Replace keyword search with semantic search to find matching text, images, or video via plain language questions
    • Truth seeking on X
      • Tap Grok on any post for analysis of truthfulness, context, and due diligence
      • Grok acts as a "truth-seeking missile" alongside Community Notes
      • Goal: X becomes the best source of truth by hearing all views and correcting with Notes + Grok
  • Grokipedia
    • Definition: built with latest, maximally truth-seeking Grok
    • Training and method
      • Grok trained on critical thinking: true axioms, non-contradiction, valid conclusions
      • Iterated over 1M top Wikipedia articles, researched broader internet, then added/modified/deleted based on accuracy
    • Advantages over Wikipedia
      • Intended to be more neutral and accurate
      • More comprehensive information
      • Fixes errors and counters propaganda where technically true facts mislead; even v0.1 gives richer descriptions of people, events, and technical subjects
    • Future
      • Add images and video
      • Use Grok Imagine to generate explanatory videos from Grokipedia text
  • Three Years of X (acquisition legacy)
    • Acquisition context: takeover 3 years ago to save free speech and make truth exist again, fighting the "woke mind virus"
    • Free speech reforms (three key issues)
      • Banning: reinstated accounts of diverse figures like Trump, Jordan Peterson, Andrew Tate
      • Shadow banning: exposed extensive deboosting by prior trust and safety group using elaborate tools
      • Government collusion: Twitter Files showed FBI with ~80 agents submitting takedown requests
    • Current policy: strictly follow laws of each country; going beyond law "puts a thumb on the scale"
    • Global pushback: worldwide moves to suppress speech under "hate speech," notably Europe, UK, Australia; UK imprisonments for posts with reports of releasing violent criminals to make space
    • Acquisition environment (anecdotes)
      • Occupancy: one HQ empty; the other ~5% occupied
      • Waste: subsidized lunch effectively ~$400 per person at low occupancy
      • Bizarre practices: weekly menstrual products delivered to men's bathroom in unused building; millions paid for unused SAS software; paying for pedestrian traffic software in an empty building
      • Culture: room of merch like "#Staywoke" shirts and "I am an engineer" buttons
  • Political activists go where the power is
    • They go to ISS and Glass Lewis - who influence half the power of the public market
    • Fear he might be fired for political reasons after he helps create the army of robots
  • AI Development and OpenAI lawsuit
    • AI timeline: "supersonic tsunami" moving fast and massive
    • OpenAI history: founded as open source nonprofit counterweight to Google's AI dominance due to safety concerns
    • Lawsuit: corporate governance case expected to jury trial in February or March
      • Incorporation docs: open source nonprofit, no founder financial benefit
      • Shifted to "closed for maximum profit" AI; released broken models as a "fig leaf"
    • AI compute efficiency
      • Human benchmark: brain ~20 W total, ~10 W for higher functions → huge headroom vs current AI
      • Tesla compute scale: 100M vehicle fleet × 1 kW per car = ~100 GW of inference compute potential
  • Tesla Autonomy and Cybercab
    • Current vehicles: Model 3/Y are "hyper intelligent" and capable of unsupervised full autonomy
    • Cybercab: dedicated product with no steering wheel or pedals
      • Production targeted for Q2 next year
      • Volumes expected to reach millions per year over time
    • Safety timeline: aim for cars operating without a safety monitor before year-end, likely December in Austin
    • Fleet management learnings (Austin experiment)
      • Scale number of cars: 500+ in Austin, 1,000+ in Bay Area by year-end
      • Prevent car clustering at chargers or intersections
      • Handle corner cases: illegal parking spots, complex regulations at airports
  • Energy and climate change - Bill Gates memo
    • “Billy G is not my lover” - Elon
    • Scientific reality: CO2 rising 2–3 ppm per year; moving carbon from underground to surface cycles shifts atmosphere and oceans chemistry
    • Concern horizon: serious concern over ~50 years
    • Recommended policy: lean toward sustainable energy, especially solar and batteries; remove subsidies across industries, including long-standing oil and gas tax write-offs
    • Solar magnitude
      • Sun holds 99.8% of solar system mass
      • China produces ~1.5 TW of solar panels annually; US steady-state power ~0.5 TW → capacity could power US grid in ~18 months with batteries
      • Commercial panels ~25–26% efficiency
    • Nuclear and fusion
      • Nuclear fission generally very safe (US Navy uses it)
      • Fusion feasible; larger tokamaks make net gain easier
      • But fusion on Earth seen as a "fun science project" vs using the Sun, the giant free reactor
    • Material feasibility: no material shortage for solar + batteries at Earth scale; silicon abundant; LFP cells use common elements like iron, phosphorus, carbon, lithium
  • Analogy for Grok's impact
    • Grok on X with Community Notes acts like a fact-checking immune system that analyzes incoming information and provides corrective data at the source

Comments

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 )

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

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...