DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

(0:00) The Besties intro Travis Kalanick!

(2:11) Travis breaks down the future of food and the state of CloudKitchens

(13:34) Sacks breaks in!

(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry

(50:14) US vs China in AI, the Singapore backdoor

(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor

(1:10:37) DOGE's first 10 days

(1:25:13) Future of Self Driving: Uber, Waymo, Tesla

(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts

(1:44:17) Fatal DC plane crash

Follow Travis:

https://x.com/travisk

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf

https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m

https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html

https://x.com/shrihacker/status/1884414667503853749

https://x.com/balajis/status/1884975064283812270

https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024

earnings-call-transcri

https://x.com/mrexits/status/1885017400308806121

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5

https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3

https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt

https://x.com/rauchg/status/1875627666113740892

https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6

https://x.com/satyanadella/status/1883753899255046301

https://en.m.wikipedia.org/wiki/Jevons_paradox

https://x.com/pitdesi/status/1883192498274873513

https://x.com/rihardjarc/status/1884263865703358726

https://x.com/austen/status/1884444298130674000

https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html

https://x.com/america/status/1884372526144598056

https://x.com/DOGE/status/1884396041786524032

https://fred.stlouisfed.org/series/FYFSD

https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency

https://x.com/Jason/status/1884671945800573018

https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633

https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html

https://x.com/chamath/status/1885068981905875241

Jaksot(360)

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

E23: Radical DAs, breaking down FB/Google vs. Australia, sustained fear post-vaccine & fan questions!

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

20 Helmi 20211h 24min

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

E22: Reflecting on the Robinhood situation with Bestie Guestie Vlad Tenev

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/vladtenev Follow the pod: https://twitter.c...

13 Helmi 202149min

E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green

E21: Media misalignment, subjects controlling narratives & more with bestie guestie Draymond Green

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg https://twitter.com/Money23Green Follow the pod: https://twitte...

6 Helmi 20211h 15min

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it

E20: Robinhood wrap up, Insiders vs. Outsiders, California's failing report card & how to fix it

Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr....

3 Helmi 20211h 20min

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

E19: Breaking down Robinhood's GameStop decision: Why did it happen and how can it be prevented in the future?

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

30 Tammi 20211h 26min

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

E18: Inauguration talk, breaking down the $1.9T stimulus, the case for recalling Gavin Newsom & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

23 Tammi 20211h 23min

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

E17: Big Tech bans Trump, ramifications for the First Amendment & the open Internet

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

11 Tammi 20211h 37min

E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more

E16: Reflecting on the riots at the US Capitol, plus: Georgia runoff elections, vaccine distribution & more

Follow the crew: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/...

8 Tammi 20211h 22min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
rss-rahamania
rss-seuraava-potilas
herrasmieshakkerit
ostan-asuntoja-podcast
rahapuhetta
rss-20-30-40-podcast
taloudellinen-mielenrauha
rss-myynnilla-on-asiaa-kert-kenner
pomojen-suusta
rss-lahtijat
rss-karon-grilli
rss-sisalto-kuntoon
rss-draivi
rss-sami-miettinen-neuvottelija
rss-vaikuttavan-opettajan-vierella
rss-inderes-femme