E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

(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

Jaksot(348)

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

(0:00) Jason and Sacks welcome Microsoft CEO Satya Nadella (1:31) Future of AI copilots and agents, impact on white collar work (8:01) How Microsoft has scaled revenue and profits with flat headcount ...

21 Tammi 32min

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

Iran's Breaking Point, Trump's Greenland Acquisition, and Solving Energy Costs

(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:1...

17 Tammi 1h 10min

Supercharging a New FDA: Marty Makary on Science, Power & Patients

Supercharging a New FDA: Marty Makary on Science, Power & Patients

(0:00) Friedberg intros FDA Commissioner Marty Makary (3:21) Inside the 42 major FDA reforms in 10 months (7:51) The China Race: Winning back biotech leadership (13:14) Accelerating drug approvals saf...

15 Tammi 1h 29min

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

Adam Carolla on California's Collapse: Fires, Failed Leadership, and Gyno-Fascism

(0:00) David Friedberg introduces Adam Carolla! (1:32) Palisades Fire one year out: the rebuilding crisis in LA (7:39) Gyno-fascism and safety culture (15:49) Media bias and gender dynamics (28:51) DE...

13 Tammi 1h 9min

All-In's 2026 Predictions

All-In's 2026 Predictions

(0:00) California exodus, asset seizure tax, Besties to Austin? (12:27) Biggest Political Winner (17:45) Biggest Political Loser (32:15) Biggest Business Winner (40:51) Biggest Business Loser (49:34) ...

10 Tammi 1h 31min

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

Howard Lutnick: How America Can Hit 6% GDP Growth in 2026

(0:00) Commerce Secretary Howard Lutnick tells a hilarious Air Force One story (2:24) Chamath intros Secretary Lutnick (7:28) Full scope of the Commerce Department (12:59) How Trump's tariff agenda wa...

9 Tammi 1h 27min

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026

(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking g...

8 Tammi 51min

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

Massive Somali Fraud in Minnesota with Nick Shirley, California Asset Seizure, $20B Groq-Nvidia Deal

(0:00) Bestie intros! Nick Shirley joins the show to discuss his recent investigation on potential daycare fraud in Minnesota (3:32) Nick's background, how he got into investigative reporting and YouT...

31 Joulu 20251h 43min

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