E102: Elon closes Twitter deal, $META uncertainty, Zuck's historic bet, big tech decline & more

Register for the All-In Summit: https://summit.allinpodcast.co (0:00) Bestie Intros: J-Cal is out this week! (0:57) All-In Summit 2024 Announcement (3:10) Nvidia's market position, Collapse of Western cities, State of the cloud market (17:30) Inflation stays hotter than expected for the third straight month: chance of a HIKE instead of a cut? (45:41) AI disclosure bill: important step for creators or unnecessary? (1:06:27) Drone warfare: The future of war, Silicon Valley's defense decision Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://summit.allinpodcast.co https://youtu.be/FgUKIRnxrxw https://laist.com/news/kpcc-archive/election-2014-prop-47-reduces-drug-and-property-cr https://www.sfchronicle.com/sf/article/san-francisco-election-progressives-18699100.php https://www.cnbc.com/2024/04/10/cpi-inflation-march-2024-consumer-prices-rose-3point5percent-from-a-year-ago-in-march.html https://www.investing.com/economic-calendar/core-cpi-736 https://www.investing.com/economic-calendar/cpi-733 https://twitter.com/LHSummers/status/1778093870271664291 https://www.wsj.com/economy/inflation-march-cpi-report-interest-rate-239b7e5e https://twitter.com/LHSummers/status/1762607548828360798 https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022using-the-governments-previous-formula https://twitter.com/chamath/status/1778098007625572487 https://www.city-journal.org/article/lisa-d-cooks-careless-scholarship https://www.cnbc.com/2024/04/08/biden-will-announce-details-of-new-student-loan-forgiveness-plan.html https://www.livemint.com/news/world/bidens-4-5-trillion-spending-plan-faces-deficit-test-11619956141365.html https://twitter.com/unusual_whales/status/1778479545613439455 https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html https://fred.stlouisfed.org/series/FEDFUNDS https://twitter.com/chamath/status/1777017715846455470/photo/1 https://schiff.house.gov/news/press-releases/rep-schiff-introduces-groundbreaking-bill-to-create-ai-transparency-between-creators-and-companies https://schiff.house.gov/imo/media/doc/the_generative_ai_copyright_disclosure_act.pdf https://www.cnbc.com/2024/04/05/billie-eilish-nicki-minaj-200-artists-sign-letter-against-ai-music.html https://www.theverge.com/2024/4/6/24122915/openai-youtube-transcripts-gpt-4-training-data-google https://abcnews.go.com/Entertainment/jury-reaches-verdict-ed-sheeran-copyright-infringement-case/story https://www.youtube.com/watch?v=xG1vOxwgqJw https://twitter.com/sambendett/status/1774074927437475862 https://www.reuters.com/world/europe/ukraine-produce-one-million-drones-next-year-zelenskiy-says-2023-12-19 https://www.businessinsider.com/russia-has-seven-drones-every-one-ukraine-has-army-official-2023-12 https://www.nytimes.com/2024/03/12/world/europe/ukraine-drone-russia-jamming.html https://www.politico.com/news/2023/12/19/missile-drone-pentagon-houthi-attacks-iran-00132480 https://www.saildrone.com https://govciomedia.com/dod-seeks-to-grow-partnerships-with-silicon-valley-startups https://www.statista.com/statistics/1249871/share-of-the-global-lithium-ion-battery-manufacturing-capacity-by-country https://www.militaryaerospace.com/power/article/14072339/emp-high-power-electromagnetic-weapons-railguns-microwaves https://www.allencontrolsystems.com https://www.allencontrolsystems.com/bullfrog

(0:00) Meet All-In's new CEO: Jon Haile! (7:13) FTX Correction: Depositors are not getting "made whole" (19:26) Trump Media updates (27:12) Google considering bid to acquire HubSpot: Price, relevancy, feasible with regulators? Should Google investors be worried or excited? (49:20) AI job loss fears go mainstream, potential for autonomous domestic robots in next five years (1:11:17) Blinken says Ukraine will join NATO: WW3 risk, election implications Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.cnbc.com/2024/03/27/sbf-team-argues-for-5-6-year-sentence-ftx-customers-to-get-money-back.html https://www.axios.com/2024/02/06/ftx-repay-customers-creditors-investors https://www.reuters.com/technology/ftx-gets-court-approval-sell-crypto-assets-2023-09-13 https://www.reuters.com/technology/ftx-expects-us-reduce-bankruptcy-claim-3-billion-5-billion-2024-03-21 https://www.google.com/finance/quote/DJT:NASDAQ https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-earnings-4ad7c458 https://www.barrons.com/articles/djt-truth-social-trump-media-stock-price-today-d2249f43 https://www.theguardian.com/us-news/2024/apr/03/trump-media-es-family-trust-2022-loans https://www.nytimes.com/2024/04/03/business/trump-media-insider-trading-guilty.html https://twitter.com/mtaibbi/status/1619029772977455105 https://nypost.com/2023/01/28/left-wing-think-tank-responsible-for-fake-russia-stories https://www.reuters.com/markets/deals/google-parent-alphabet-weighs-offer-hubspot-sources-say-2024-04-04 https://www.macrotrends.net/stocks/charts/HUBS/hubspot/revenue https://www.google.com/finance/quote/HUBS:NYSE https://www.statista.com/statistics/266249/advertising-revenue-of-google https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitions_by_Alphabet https://ir.hubspot.com/news/hubspot-reports-q4-and-full-year-2023-results https://twitter.com/thedailyshow/status/1774995166778020059 https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month https://www.forbes.com/sites/mikepatton/2014/12/30/a-historical-look-at-the-components-of-u-s-gdp-1929-to-2011 https://timesmachine.nytimes.com/timesmachine/1983/06/02/issue.html https://m.imdb.com/name/nm0001394/mediaviewer/rm2226878976 https://twitter.com/lina_colucci/status/1775668500931268665 https://twitter.com/tsarnick/status/1748923998052975099 https://twitter.com/Figure_robot/status/1767913661253984474 https://twitter.com/elonmusk/status/1746964887949934958 https://www.geckorobotics.com/company/robots https://twitter.com/DavidSacks/status/1775926842257813910 https://www.politico.eu/article/ukraine-great-risk-front-line-collapse-war-russia https://www.politico.eu/article/emmanuel-macron-ukraine-western-troops-remarks https://www.state.gov/secretary-antony-j-blinken-and-ukrainian-foreign-minister-dmytro-kuleba-before-their-meeting-10

(0:00) Bestie Intros: Late night poker snacks! (2:33) SBF sentenced to 25 years (16:41) Trump's meme SPAC: modern trading card, protest vote, or something else? (34:59) RFK Jr. selects Nicole Shanahan as VP (47:46) Biden's budget plan for 2025: how to confront America's existential crisis? (1:11:59) Science Corner: Why the price of cocoa has skyrocketed! (1:16:41) Movie talk and wrap! Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.reuters.com/technology/sam-bankman-fried-be-sentenced-multi-billion-dollar-ftx-fraud-2024-03-28 https://www.cnbc.com/2024/03/25/ftx-estate-sells-majority-stake-in-startup-anthropic-for-884-million.html https://coingeek.com/ftx-founder-sam-bankman-fried-sentenced-to-25-years-in-prison https://www.google.com/finance/quote/DJT:NASDAQ https://www.sec.gov/Archives/edgar/data/1849635/000119312524036093/d408563ds4a.htm https://www.sec.gov/news/press-release/2023-121 https://apnews.com/article/trump-media-gamestop-truth-social-meme-stock-666e62b4f3f788bd6276764056bc7c0d https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html https://www.reddit.com/r/wallstreetbets/comments/lau37c/we_can_stay_retarded_longer_than_you_can_stay https://www.wsj.com/politics/elections/rfk-jr-to-name-nicole-shanahan-as-running-mate-for-presidential-bid-4b9a698e https://twitter.com/CollinRugg/status/1773147897439436939 https://www.cnbc.com/2024/03/01/the-us-national-debt-is-rising-by-1-trillion-about-every-100-days.html https://www.reuters.com/world/us/bidens-2024-us-government-budget-is-also-campaign-pitch-2024-03-11 https://www.whitehouse.gov/wp-content/uploads/2024/03/budget_fy2025.pdf https://manhattan.institute/article/the-limits-of-taxing-the-rich https://www.brookings.edu/wp-content/uploads/2016/06/09_effects_income_tax_changes_economic_growth_gale_sawick.pdf https://fred.stlouisfed.org/series/FYFRGDA188S https://fred.stlouisfed.org/series/FYONGDA188S https://www.oecd.org/tax/revenue-statistics-united-states.pdf https://www.visualcapitalist.com/inflation-chart-tracks-price-changes-us-goods-services https://fred.stlouisfed.org/series/USGOVT https://www.blackrock.com/corporate/investor-relations/larry-fink-annual-chairmans-letter https://www.kakaoplattform.ch/about-cocoa/cocoa-facts-and-figures https://www.movieposters.com/products/daliland-mpw-138836 https://twitter.com/stillgray/status/1773234188663054751 https://twitter.com/elonmusk/status/1773240336292393144

(0:00) Bestie Intros: Don't spoil Dune 2! (0:55) DOJ drops antitrust suit on Apple (23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone (32:17) NAR settlement: how it impacts residential real estate going forward (44:30) Microsoft's "Shadow Acquihire" of Inflection AI (48:43) How the besties would deploy $40B in AI as a sovereign wealth fund (1:01:57) Reddit IPO: is risk-on back? (1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets https://www.google.com/finance/quote/AAPL:NASDAQ https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing https://twitter.com/chamath/status/1769751534940918234 https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks https://twitter.com/Patworx/status/1760189582870536408 https://www.youtube.com/watch?v=QNv9PRDIhes https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634 https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23 https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532 https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient https://twitter.com/neuralink/status/1770563939413496146

(0:00) Bestie Intros! (1:02) Friedberg's newest family members (7:13) Tech's vibe shift: More candidness, less PR-speak from top CEOs (22:47) OpenAI CTO slips up on training data: did OpenAI train Sora on YouTube videos? (28:58) Vertical AI startups flourishing: Cognition launches Devin, what will this do to startups? (40:38) TikTok debate: Is the new bill to ban or force a sale of TikTok fair or potentially overreaching due to its vagueness? (1:22:10) Florida on the verge of banning lab-grown meat Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/RachaelRad/status/1767612555063955891 https://twitter.com/iamtomnash/status/1768135725403226256 https://twitter.com/CollinRugg/status/1752749485070156025 https://futurism.com/video-openai-cto-sora-training-data https://twitter.com/tsarnick/status/1768021821595726254 https://www.harvey.ai https://www.abridge.com https://www.taxgpt.com https://sierra.ai https://twitter.com/cognition_labs/status/1767548763134964000 https://twitter.com/heyBarsee/status/1767934812315062646 https://sourcegraph.com/cody https://techcrunch.com/2023/06/27/vertical-ai-the-next-logical-iteration-of-vertical-saas https://vator.tv/news/2018-02-05-when-paypal-was-young-the-early-years https://www.washingtonpost.com/technology/2024/03/13/tiktok-ban-passes-house-vote https://www.wsj.com/politics/policy/tiktok-bill-ban-house-vote-af4d0800 https://rollcall.com/2024/03/14/schumer-signals-slower-pace-on-tiktok-measure-in-the-senate https://twitter.com/rabois/status/1768107160662421772 https://www.linkedin.com/posts/vivekgramaswamy_were-literally-addicted-to-china-they-push-activity-7060229302633521152-k0g3 https://time.com/6900348/tiktok-ban-donald-trump-congress https://www.bloomberg.com/news/articles/2024-03-13/who-is-jeff-yass-15-billion-tiktok-fortune-at-stake-as-ban-passes-house-vote https://www.congress.gov/bill/118th-congress/house-bill/7521/text https://en.wikipedia.org/wiki/United_States_foreign_adversaries https://twitter.com/davidfrum/status/1753878721163882676 https://www.latimes.com/archives/la-xpm-1985-09-04-mn-23112-story.html https://www.nytimes.com/2022/12/22/technology/byte-dance-tik-tok-internal-investigation.html https://www.cnbc.com/2024/03/14/tiktok-ban-china-would-block-sale-of-short-video-app.html https://www.fastcompany.com/91056837/ron-desantis-and-the-florida-legislature-turn-their-anti-woke-agenda-on-lab-grown-meat https://standingstonefarms.com/pages/microbial-rennet-what-is-it-and-how-important-is-it https://twitter.com/Teslaconomics/status/1768395010507182252 https://twitter.com/SpaceX/status/1768267464062943676 https://twitter.com/Andercot/status/1768328460622299424

(0:00) Bestie intros! (0:55) Elon sues OpenAI: complex structure, tax issues, damages, past comparables (37:06) OpenAI's focus on AGI, different interpretations of AGI in tech (44:46) Groq update with Sunny Madra! (49:53) Have we hit peak Apple?: Losing regulatory battles, iPhone stagnation, Buffett starts trimming (1:06:25) TikTok ban: New proposed House bill would force ByteDance to divest TikTok, or ban the app outright (1:21:08) Bitcoin hits new all-time high: impact of ETFs and an upcoming halving event (1:25:06) Science Corner: More data on the negative impacts of microplastics in the bloodstream Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-com https://openai.com/our-structure https://openai.com/blog/openai-elon-musk https://twitter.com/vkhosla/status/1765424996548333997 https://twitter.com/pmarca/status/1764039155154399490 https://twitter.com/elonmusk/status/1765415187161464972 https://twitter.com/elonmusk/status/1765387202953937224 https://companiesmarketcap.com https://www.berkshirehathaway.com/letters/2023ltr.pdf https://twitter.com/KevinAFischer/status/1764892031233765421 https://www.nytimes.com/2023/12/03/technology/ai-openai-musk-page-altman.html https://www.epicgames.com/site/en-US/news/apple-terminated-epic-s-developer-account https://www.reuters.com/technology/apple-hit-with-over-18-bln-euro-eu-antitrust-fine-spotify-case-2024-03-04 https://www.berkshirehathaway.com/letters/letters.html https://www.statista.com/chart/22702/andoid-ios-market-share-selected-countries https://www.reuters.com/technology/lawmakers-seek-force-bytedance-divest-tiktok-or-face-us-ban-2024-03-05 https://punchbowl.news/wp-content/uploads/Protecting-Americans-from-Foreign-Adversary-Controlled-Applications-Act.pdf https://www.reuters.com/technology/bytedance-says-china-unit-holds-local-licences-response-media-report-2021-08-16 https://www.nytimes.com/2023/03/17/us/politics/tik-tok-spying-justice-dept.html https://apnews.com/article/tiktok-china-bytedance-user-data-d257d98125f69ac80f983e6067a84911 https://finance.yahoo.com/video/ex-google-engineer-charged-stealing-162030265.html https://twitter.com/jawwwn_/status/1732888357980536924 https://youtu.be/kONhhKQi0pU?si=hmt0LbjgLprOHNEp https://time.com/6846934/bitcoin-all-time-high-price-holdings https://www.google.com/finance/quote/BTC-USD https://www.wsj.com/finance/currencies/bitcoin-etf-investing-blackrock-715f1bd9 https://www.coinbase.com/learn/crypto-basics/what-is-a-bitcoin-halving https://www.nejm.org/doi/full/10.1056/NEJMoa2309822 https://www.sciencedirect.com/science/article/pii/S016041202200099X

(0:00) Bestie intros! Jato Caelin (1:36) Groq update!: The key metric developer platforms should care about (5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more (29:17) How bloated HR departments slow down companies (40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data? (53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups (1:13:06) Reddit S-1 breakdown (1:22:52) The Apple Car is dead: Apple cancels Project Titan Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/GOOG:NASDAQ https://twitter.com/PirateWires/status/1762842476744708171 https://twitter.com/lulumeservey/status/1762864255437516932 https://x.com/pmarca/status/1762532979317043515 https://twitter.com/shellenberger/status/1762900581134557636 https://twitter.com/shaunmmaguire/status/1760885099984261564 https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22 https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month https://www.google.com/finance/quote/TLPFY:OTCMKTS https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html https://twitter.com/balajis/status/1763067849218850939 https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2 https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Google's AI disaster: Is Google too woke to function as search gets disrupted by AI? (1:17:17) War Corner with Sacks Follow the besties:  https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.google.com/finance/quote/NVDA:NASDAQ https://twitter.com/KobeissiLetter/status/1760680756689748478 https://investor.nvidia.com/news/press-release-details/2024/NVIDIA-Announces-Financial-Results-for-Fourth-Quarter-and-Fiscal-2024 https://www.statista.com/statistics/1120484/nvidia-quarterly-revenue-by-specialized-market https://www.google.com/finance/quote/SPY:NYSEARCA?comparison=NASDAQ%3AQQQ&window=5D https://www.marketwatch.com/story/wall-street-keeps-likening-nvidia-to-dot-com-era-cisco-is-the-comparison-justified-eed307c1 https://twitter.com/JayScambler/status/1759372542530261154 https://twitter.com/chamath/status/1760343973632291212 https://x.ai https://twitter.com/TheTranscript_/status/1760436281438314545 https://artificialanalysis.ai https://www.contraline.com/product https://www.cafexapp.com/commercial https://blog.google/technology/ai/google-gemini-ai https://blog.google/products/gemini/bard-gemini-advanced-app https://workspace.google.com/blog/product-announcements/gemini-for-google-workspace https://twitter.com/benthompson/status/1760452419627233610 https://twitter.com/Patworx/status/1760189582870536408 https://twitter.com/micsolana/status/1760163801893339565 https://ai.google/responsibility/principles https://en.wikipedia.org/wiki/Reinforcement_learning_from_human_feedback https://twitter.com/Jason/status/1760780139476992062 https://twitter.com/paulg/status/1760416051181793361 https://twitter.com/chamath/status/1760729719094563019 https://twitter.com/Jason/status/1760780139476992062

(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://companiesmarketcap.com/page/1 https://www.google.com/finance/quote/NVDA:NASDAQ https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09 https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119 https://blog.google/products/gemini/bard-gemini-advanced-app https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 https://www.google.com/finance/quote/ARM:NASDAQ https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18 https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13 https://twitter.com/OpenAI/status/1758192957386342435 https://twitter.com/CultureCrave/status/1758212761748980089 https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024 https://twitter.com/nathanbenaich/status/1758036247115608317 https://twitter.com/natfriedman/status/1758143612561568047 https://twitter.com/OfficialLoganK/status/1758198997590618550 https://huggingface.co/spaces/tsujuifu/ml-mgie https://huggingface.co/stablediffusionapi/juggernaut-xl https://twitter.com/jrichlive/status/1757258553688256895 https://twitter.com/jrichlive/status/1493392725814566914 https://twitter.com/chamath/status/1757537426019598418 https://twitter.com/elonmusk/status/1757537968083075137 https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024 https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007 https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html https://twitter.com/wikileaks/status/1497207251785818114 https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

(0:00) Bestie intros! (2:08) Apple Vision Pro breakdown (20:46) Meta vs Snap: god-king CEO, dependent on ad revenue, drastically different performance (32:53) Positive signals indicating a big SaaS bounceback (41:06) VCs are split into three camps on how to approach AI investing (1:12:16) Rolling real estate crisis continues Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/Jason/status/1755273518416302522 https://www.macrumors.com/2024/01/29/apple-vision-pro-headset-sales https://twitter.com/Jason/status/1755386651080106166 https://www.google.com/finance/quote/META:NASDAQ https://investor.fb.com/investor-news/press-release-details/2024/Meta-Reports-Fourth-Quarter-and-Full-Year-2023-Results-Initiates-Quarterly-Dividend/default.aspx https://www.macrotrends.net/stocks/charts/META/meta-platforms/net-income https://www.google.com/finance/quote/SNAP:NYSE https://corpgov.law.harvard.edu/2017/05/26/snap-and-the-rise-of-no-vote-common-shares https://www.cnbc.com/2024/02/07/disney-q1-earnings-nelson-peltz-isnt-abandoning-proxy-fight.html https://www.cnbc.com/2024/02/05/snap-to-lay-off-10percent-of-global-workforce-around-500-employees.html https://d18rn0p25nwr6d.cloudfront.net/CIK-0001326801/c7318154-f6ae-4866-89fa-f0c589f2ee3d.pdf https://s25.q4cdn.com/442043304/files/doc_financials/2023/q4/SNAP-2023-Annual-Report.pdf https://cloudedjudgement.substack.com https://twitter.com/chamath/status/1754641005851328553 https://help.openai.com/en/articles/8554397-creating-a-gpt https://twitter.com/ArtificialAnlys/status/1747264832439734353 https://blog.research.google/2009/06/speed-matters.html https://techcrunch.com/2010/05/18/facebook-launches-0-facebook-com-a-mobile-site-that-incurs-zero-data-fees https://artificialanalysis.ai https://chamath.substack.com/p/deep-dive-artificial-intelligence https://twitter.com/danshipper/status/1751005727215301053 https://www.youtube.com/watch?v=7waMPlHugYI https://www.bloomberg.com/news/articles/2024-01-31/new-york-community-bancorp-slumps-on-surprise-loss-dividend-cut https://asia.nikkei.com/Spotlight/Datawatch/Housing-glut-leaves-China-with-excess-homes-for-150m-people