All the crap you never needed

August 29 2025 Moose is on the loose AIS 2025 will be awesome Sponsors: Oracle, Circle, etc Trump vs the Fed Firing Lisa Cook - one of the Fed governors She sued questioning his authority to fire him FHFA accused her of mortgage fraud First time in US history that a President has fired a Fed governor Can stop pretending that the Fed governors are independent because their appointment was also kinda political Fed moves too slowly - meets once a month which is not frequent enough for fast moving markets Seems like there’s too much responsibility given to a handful of humans who probably use fewer and poorer inputs Commerce department is more innovative - storing data in the blockchain This can help the market react in real time - Fed should be trying to do more such things These folks get 14 year terms so its supposed to not be affected by politics Powell himself made some questionable decisions Called inflation transitory in May 2021 inspite 5% inflation print...

 E240: August 22 2025 Sacks Jason bulldog adoption - Moose Eric Schmitt interview recap Government censorship AIS 2025 Alex Karp Vlad Tenev Chris Wright Uber CEO Circle CEO Diplo performing Sponsors: Solana, OKX, Google Cloud ($350K again, mini campus), Athletic Brewing, etc AI bubble pop? MIT report on 95% failure of AI pilots Sam Altman bubble claim People are discovering difference between probabilistic software and deterministic software Back office software is a good target - can get high accuracy Sacks vindicated in his stance from earlier that AI is not going to become a be-all end-all all-powerful fantastical utopia We’re not in a recursive loop of self improvement We are in a normal technology race and not some single winner outcome So we can apply a more normal investment and policy mindset to it - so its healthy Different models have different specializations - this belies the idea of 1 model becoming all knowing and all powerful So all the doom...

August 15 2025 Chamath at secretive house Fantastic 4 AIS 2025 summit Alex Karp, Neal Mohan, etc - amazing lineup AI psychosis AI chatbot and human delusions ChatGPT is adding healthful improvements Another manifestation of loneliness epidemic Strong social bonds increase survival in humans by 50% People get caught in mental loops interacting with online tools (like instant messenger in the past, social media then and AI chatbots now) New moral panic Media will love it because social media hit their distribution and now AI will hit their creativity Lawyers will love it so they can sue the companies Mental health crisis - seems to be worsened since covid They went after video games before social media - so its a new thing every time that people want to blame Violent movies before that (rap lyrics, hard rock before that) Social fabric being hurt Many root causes What has happened to young men No social skills to talk to girls ...

August 9 2025 Jason shilling stuff again No Chamath and Sacks Gavin Baker joins the show Ben Shapiro joins the show - has new book coming out Phil Deutch NGP energy partners - debut on the show All in Summit 2025 line up is all star!!! GPT-5 release Underwhelms 2 open weight models also (Friedberg thinks Star Wars is anti tech and anti progress) First time that a new OpenAI model that is not clearly the best The model is able to figure out what kind of task is being asked for The focus was more on the user experience therefore and less on model performance Excellent product company AI total addressable market Questions about ROIC (return on invested capital) We might not be ahead of demand - if anything we’re still behind demand Dotcom era was a telecom bubble The huge focus on energy is because of AI - its giving legs to the push for energy Anthropic said we need 50GW of power for AI by 2028 That’s 5% of total US energy production This is how...

August 1 2025 Jason pitching nicotine pouch product All In AI Summit in DC recap Lot of tech company CEOs wanted in on the event and had to rejected because there wasn’t enough room Trump shoutouts to Besties Cabinet of CEOs Trump speech Regulation and cutting red tape Infrastructure - data centers, power, energy AI exports No woke AI (EO) AI race declaration (like Space race speech by JFK) Speech + EOs + BBB reinforce motivation to go execute on AI priorities for US Energy will be a huge thing to focus on - its crucial for AI Jensen Huang is visionary Private companies are still free to train and infuse their models with whatever ideology they want (DEI, etc) - but the EO clarifies that the federal government will not procure anything like this JD made a strong point about male employment (even college education isn’t helping you get a leg up right now) AI and copyright Why hamstring AI progress in the US to subsidize journalists? AI...

July 23 2025 Sacks victory lap Jacob Helberg joins the show The Hill & Valley Forum collaboration Focus on winning the AI race Can’t afford to lose the race - its existential Michael Kratsios joins the show Director of OSTP Regulation Infrastructure Significant shortage of needs on the ground - electricians, HVAC technicians, etc Its not just about having the best AI engineers Chris Power, Hadrian Need to use AI to power factories to not lose the war China’s lead is immense Hadrian fills this gap with AI powered factories More efficient, more utilization Hoping to roll out more factories Cost of energy and cost of raw materials are a huge problem Jake Loosararian, Gecko Robotics Helps save lives by sending robots to do hard dangerous data gathering Shyam Sankar, Palantir Medical use case * 2 Nuclear submarine parts manufacturer use case Battery/maintenance manufacturing use case AI is not replacing humans but 50x-ing humans It is h...

 July 18 2025