OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

(0:00) Bestie intros: In Memoriam

(6:43) OpenAI's $150B valuation: bull and bear cases

(24:46) Will AI hurt or help SaaS incumbents?

(40:41) Implications from OpenAI's for-profit conversion

(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?

(1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up

(1:20:55) Risk of nuclear war increasing

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://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/

https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company

https://x.com/chiefaioffice

https://openai.com/our-structure

https://x.com/unusual_whales/status/1658664383717978112

https://x.com/elonmusk/status/1839121268521492975

https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399

https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book

https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html

https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393

https://layoffs.fyi

https://educationdata.org/college-enrollment-statistics

https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees

Episoder(349)

Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:...

11 Jul 20251h 30min

Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO

(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon...

4 Jul 20251h 25min

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner

(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the la...

28 Jun 20251h 47min

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate

(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring s...

21 Jun 20251h 52min

Tony Robbins | All-In Live from Miami

Tony Robbins | All-In Live from Miami

(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53...

19 Jun 202545min

ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, Iran War with Tucker Carlson

**NOTE: This episode was recorded on Thursday, before the events in the Middle East. All-In will be back to cover this situation next week. (0:00) The Besties welcome Tucker Carlson! (4:25) ICE raids,...

13 Jun 20251h 42min

Jared Isaacman: What went wrong at NASA | The All-In Interview

Jared Isaacman: What went wrong at NASA | The All-In Interview

(0:00) David Friedberg welcomes Jared Isaacman (1:10) Jared's background: billion-dollar founder, pilot, commercial astronaut (7:15) Relationship with Elon Musk, road to becoming a commercial astronau...

4 Jun 20251h

Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami

Miami Mayor Francis Suarez: The Recipe for Creating America's Happiest City | All-In Live from Miami

(0:00) The Besties welcome Mayor Francis Suarez! (0:23) How Miami significantly decreased homelessness and homicides (5:17) Formula for turning Miami into America's happiest and healthiest city (10:32...

3 Jun 202524min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
finansredaksjonen
pengepodden-2
utbytte
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
livet-pa-veien-med-jan-erik-larssen
stormkast-med-valebrokk-stordalen
rss-sunn-okonomi
morgenkaffen-med-finansavisen
lederpodden
okonomiamatorene
rss-markedspuls-2
rss-fa-makro
rss-heftye-moter-flinke-folk