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The All-In Podcast
@chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.
🚨 All-In Summit Speaker Announcement: Keller Rinaudo Cliffton
-- Co-Founder and CEO, Zipline
-- Largest autonomous drone delivery fleet in the world
-- Over 1.6M drone deliveries made to date
Keller will join the Besties on stage at the 2025 All-In Summit!
Tickets:
2024 Recap:
@Keller @zipline
47,42K
David Friedberg: “Why don't we let AI models get bar certified and get medically certified?”
“So if the AI models, it turns out, are actually proving to be more accurate, more thoughtful, more responsive, more reasonable, whatever metric we're using, and they pass the same criteria as one would need to pass to qualify for the bar, or to qualify for a doctor certificate, why don't we do that for the AI?”
“If that then happens, then the same privilege accrues to the AI as it does to the individual human that does it.”
“And now, if you extrapolate from where that takes us, if we're suddenly giving AI the same sort of privileged rights that we give to privileged humans, where's that gonna take us ultimately with respect to the overall rights for AI?”
73,29K
J-Cal on the endgame for AI copyright disputes
“Let's think on a societal basis of what we want.”
“Do we want a society in which journalists, writers, artists, musicians, filmmakers, actors, cannot make a living?”
“Or do we want a world in which they can?”
“As a technologist, we typically think if we can crawl it, it's ours.”
“What I can tell you as an artist is, if I make it, it's mine. And you need my permission because it's my art.”
“This is such an important point, especially to me as a content creator and somebody who spent his career in this.”
“I've been thinking about the end game.”
@Jason had his team mock up two examples of native AI integrations:
– ChatGPT box on the NYT website that allows for deep searches of the NYT archives
– Image/video generator on the Disney+ app that allows for custom narrative storytelling
99,44K
David Sacks: The AI Race is bigger than the Space Race 🇺🇸
"This was the first speech that President Trump has given on AI since the AI boom began."
"And he declared that the United States was in an AI race. It's a global competition."
"The language that he used was reminiscent of how President John F. Kennedy declared that America was in a space race, and in a similar way, President Trump declared that we had to win the AI race."
"I think you could argue that the AI race is more important than the space race."
"It's going to reshape the global economy, it's going to determine who the superpowers are of the 21st century."
During his speech, President Trump laid out three key pillars of American AI dominance:
1) Innovation (let the geniuses cook)
2) Infrastructure (energy, datacenters)
3) Exports (make US tech stack the global standard)
The president also noted that it matters HOW we win, mentioning three non-negotiables:
1) American workers have to be at the center of the prosperity created by AI
2) AI models that the government procures and buys must be free of ideological bias (no Woke AI)
3) Prevent misuse and/or theft by malicious actors
93,65K
🚨 besties are back!
-- trump ai speech & action plan
-- dc ai summit recap
-- hot gdp print
-- no fed cut
-- major trade deals
-- sam altman warns no privacy on ai chatbots
(0:00) bestie intros!
(1:44) recapping "winning the ai race" in dc: trump's speech, best moments, key takeaways
(16:39) ai executive orders, unbiased ai, spiciest moments
(34:32) copyright, fair use, and patents in the age of ai
(56:37) sam altman highlights ai chatbot privacy issues
(1:02:48) hot gdp print, fed refuses to cut, major us-eu trade deal
162,42K
🔮You Heard It Here First: Hot GDP Print in Q2🔥
Q2 GDP came in at 3% on the first read.
This was significantly higher than the ~2% estimate by economists. (via FactSet)
@chamath on May 31st:
"What you're probably going to see in Q2 is a really hot GDP print."
"If I'm a betting man, which I am, I think the GDP print's gonna come in above three."
"Not quite four, but above three."
@chamath on June 13th:
" I said a couple weeks ago that I thought the GDP print was going to come in hot."
"I think everybody now is sort of where I am."
"I think it's gonna be in the low to mid threes."
"It's going to be meaningfully greater than what people are expecting."
52,88K
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