All the crap you never needed

June 21 2024 Trump!!! Likes Sacks house Winklevoss Brothers donating $1M in BTC each to Trump Fundraiser went well Economy Too much regulation, No M&A, Real estate credit crunch, Hard to do business Wants to reduce taxes More focused on reducing/eliminating regulation Emphasizes impact of crime Mostly democrat-run cities - no cash bail, high regulation, high tax regimes Larry Summers comment on Trump tax cut proposal using tariffs - Trump said he believes in tariffs Worried about de-dollarization How will he deal with spending - added $8T to deficit in each of the last 2 administrations Thinks we can grow our way out Claims oil prices would go through the roof if Dems win again Claims he had to take care of Covid, but Biden spent on other items Impoundment authority Wants to have states spend on education Department of Interior Environmental Dept AI will need electricity at untold levels - need to enable that OK with Nuclear (China is going to build 150 plants at $2500/KW but in ...

June 14 2024 BlackJack Instagram guy starts the pod! BlackJacked!!! Tim Myers Might come to All in Summit Trump fundraiser Very involved process Sacks’ first fundraiser Streets blocked City was like a zoo - all kinds of protesters/supporters were in town There’s a big enthusiasm gap between Pro-trump and Anti-trump folks Eoghan McCabe tweet about how donors are past-democrats and not really republicans but are supporting Trump because of war, crypto, immigration stances, etc Trump was entertaining, some notes but no tele-prompter Started at 630 am eastern time mar-a-lago, then arizona, then their event, then LA - lot of energy apparently Big delta between how he is and how he is portrayed in the media Trump has apparently flipped his position on abortion, crypto, AI, etc 538 says 51% Biden, 48% Trump This might be Trump vs Kamala Harris coz Biden even if he wins might not last the 4 second years Elon’s comp approved by shareholders Tesla shares popped on the new...

E182: June 7 2024   World’s #1 podcast basically Trump fundraiser Vinod Khosla on CNBC with Andrew Ross Sorkin basically equating AlP with maga extremists? He has been tweeting anti-Trump pretty heavily recently - got ratioed by Shaun Maguire Ivanka > Hunter Typical elitist mindset - labeling Trump supporters as lacking empathy and not being good parents He should look in the mirror - his beach case A lot of people are tilted that Trump was defeated and now he’s back Problem is that podcasts are changing the narrative - folks used to the old ways are unable to process this People are telling the Besties to break up Folks refuse to understand this is a bi-partisan show Tesla Mezcal DoJ/FTC are going to hit NVidia, OpenAI, Microsoft Nvidia might soon become biggest tech company (market wise) Not clear why the investigation is being done - the market is too immature Not sure what the regulatory capture interest is here Hostility to AI, to Crypto, to equity...

May 31 2024 The Rainman’s court Sacks + Chamath hosting fund raise for Trump Trump leading in the polls He might come on the pod also They kinda already did pod + fund raiser for RFK Jr, Dean Phillips, Vivek Chris Christie came on the pod but they didn’t do official fund raiser They would do Biden also (at least Chamath would) They want to model being able to associate with friends who have different political opinions Chamath has donated to Democrats massively They are hoping to fight the preference falsification issue where people secretly support Trump and don’t want to admit it Jason thinks Dems will switch their candidate soon Sacks is skeptical about that House COVID-19 investigation Bipartisan investigation Focused on communication between NIH officials and Eco Health Alliance Peter Daszak mentioned Fauci mentioned He even pushed back against Rand Paul when asked about it some time ago Does the effort to try and stop the problem actually cause the problem? Post SARS efforts ...

May 24 2024 General AI Hospital Sam Altman Mira Murati Ilya Sutskever Scarlett Johansson Scarlett Johansson - OpenAI controversy Sam approached her to use her voice - she refused Their latest bot “Sky” apparently has similar voice They have removed the voice now The actress who provided the voice is someone else apparently Challenging situation for both sides when company/film/app wants to use a particular celebrity’s voice/likeness OpenAI employee exit agreements Lots of apparent restrictions Super alignment team from OpenAI leaves Ilya, Jan Leike, etc Apparently there are some differences over safety’s importance, etc? Or maybe that’s speculation NVidia smashes earnings Rapid rise Might want to be careful and avoid Intel’s fate when they got big into dotcom boom and since haven’t gone up much Or will it be like Cisco? Cisco got commoditized They might have a much better moat than Cisco - their technology is harder to copy probably...

May 17 2024 Phil Hellmuth birthday weekend Besties having fun OpenAI GPT-4o Multi modal Amazing use cases - translation, teaching, etc “Facebook” of AI has yet to be created seems like - maybe OpenAI is doing these demos to shore up customer usage Models are getting cheaper and better Lot of startups’ product roadmaps and R&D went out the window - start a company now, last 2-5 years of work is gone Where does model innovation end and your innovation begin? They should do open source Facebook did the same thing with Open Compute Sacks’ Glue AI features Can do queries, transcripts, etc They use ragie.ai No channels Promptless - you don’t even have to @mention any specific dataset bot - TBD Ohalo Boosted breeding - figured out how to get 100% of genes from mother and father plants 100% of genes means no random outcomes Yield on some of these plants goes up 50-100% or more Better yield Polyploid - multiple sets of chromosomes Works in plants, ...

May 10 2024 Sam Altman joins All In!! Seqouia scout with Jason YC OpenAI GPT-5 Might just be better GPT-4 Optimistic about speed and cost - because that’s what people want Thinks open source and closed source can co-exist Very interested in some kind of AI-powered device - will it be a phone? Phones are already great so something else has to be much better Thinks iPhone is the best computing device ever made Agents Wants the world’s greatest assistant Another approach is alter-ego Wants to design a world that can be equally used by humans and AIs Voice, multi modal etc is interesting But multiple interfaces will probably always be there Excited about potential for faster and better scientific discovery Training vs Inference Training data will be less important going forward and inference will be more going forward AI regulation Skeptical about details for minutiae But backs the need for regulation - if we don’t do that we would be irresponsible Like how...