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The All-In Podcast
@chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.
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?”
63,97K
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
97,49K
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
93,46K
🚨 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
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🔮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."
52,7K
Energy Secretary Chris Wright: "Nuclear is the single biggest issue I work on."⚡️
@SecretaryWright:
"We will have three next generation Gen IV reactors, critical, in Idaho National Lab next summer."
"We are supplying HALEU, the fuel for these next generation reactors."
"We've already committed to five and we'll give it to a dozen of these next generation reactor companies."
"We worked in the One Big, Beautiful Bill to keep in the nudge, the tax credits for nuclear, because the government smothered the industry and killed it for three decades."
"Even a free market guy like me thinks we need to get a little help to get it started."
@friedberg:
"How far away are we until it's free market running?"
Secretary Wright:
"Probably 10 years."
"Because it's just a learning curve."
"With the small modular reactors, you got to build up the supply chain and build them in volume."
"The cost can come down dramatically."
@ENERGY
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37,82K
Nvidia CEO Jensen Huang: Exporting the American Tech Stack is Vital to Winning the AI Race 🇺🇸
"DeepSeek, when it came out, it was a great win for the United States."
"Imagine if DeepSeek came out and it only ran on Huawei?"
"Could you imagine if Qwen came out and it only worked on a non-American tech stack?"
"Could you imagine if Kimi came out and it only worked on a non-American tech stack?"
"And these are the top three open models in the world today. It is downloaded hundreds of millions of times."
"So the fact of the matter is, (the) American tech stack, all over the world, being the world's standard, is vital to the future of winning the AI race."
"You can't do it any other way."
"As you know, any computing platform wins because of developers. And half of the world's developers are in China."
@nvidia
Thanks to our partners for making this happen:
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30,71K
🚨AMD CEO Lisa Su: AI is the most transformational technology of our lifetimes because it impacts all industries and every type of business
@Jason:
"Pretty obvious we're hitting artificial general intelligence at this moment."
"I think we'd all agree we're starting to see that."
"But superintelligence can't be far behind that."
"Assume we hit that superintelligence, what will the world look like in 10 years, in the most optimistic scenario, if we do this right?"
@LisaSu:
"The exciting part about it, and you know, I can say this very sincerely. I mean, this is the most transformational technology, sort of in our lifetimes. That's the way we should think about AI."
@Chamath:
"Orders of magnitude."
Lisa:
"Orders of magnitude."
"And the reason is, it's not just going after one aspect, right?"
"You can actually take AI and make science better."
"You can take AI and make medicine better."
"You can take AI and make manufacturing better."
"You can take AI and make every aspect of your business better."
"And so, in my mind, 10 years from now, we'd like to believe that we are really leveraging it to solve some of the world's most important problems."
"I like to say AMDers get up in the morning and they say, 'How can I use technology to solve some of the most important challenges in the world?' and AI is really our mechanism for doing that."
@AMD
Thanks to our partners for making this happen:
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51,69K
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