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

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https://x.com/friedberg

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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(348)

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E43: Innovative venture strategies, Zymergen's implosion, Square acquires Afterpay, future of fintech & more

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6 Aug 20211h 31min

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

E42: China's tech crackdown, CRISPR breakthrough, practical climate change solutions & more

Show Notes: 0:00 Quick vaccine passports update 17:15 China's massive tech crackdown: reasons, ramifications, & more 37:37 How will large firms & institutional investors react to the CCP's recent regu...

30 Jul 20211h 17min

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

E41: Vaccine policy, Big Tech, DeepMind's latest breakthrough, wealth creation, opportunity & more

Show Notes: 0:00 Intro & Dog update 5:48 COVID, Vaccine mandates, public vs. private policy 26:26 Collectivism, comparison to cigarettes, Sacks' latest podcast beef 36:56 Vaccine incentives in France ...

23 Jul 20211h 35min

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

E40: A Bestie gets COVID, Delta breakthrough, Billionaire Space Race & more

Show Notes: 0:00 Bestie game show: Who got COVID? How was the experience? 9:30 Delta breakthrough causing concern, potential new approaches, vaccine mandates 24:26 Implications on the economy, will pe...

16 Jul 20211h 18min

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

E39: West coast super drought & climate crisis, Nuclear virtue signaling, chaos in SF & more

Show Notes: 0:00 Super drought & climate crisis on the west coast 25:53 Nuclear energy, virtue signaling, cognitive laziness, positive signals of optimism 36:50 Friedberg's "anti-science" theory 44:48...

9 Jul 20211h 10min

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

E38: Bestie brawl, Robinhood's $70M fine & S-1, Delta variant, future of the political parties, FTC takes losses against big tech & more

Show Notes: 0:00 Jason & Sacks hash out their Twitter beef 20:58 Robinhood $70M FINRA fine signals & S-1 news, plus how GPs think about IPO distributions 35:29 Delta variant: reason for concern or fea...

3 Jul 20211h 26min

E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

E37: NYC rejects far-left mayoral candidates, new developments in lab leak theory, Apple's App Store breakup potential & more

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....

25 Jun 20211h 19min

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

E36: New FTC Chair, breaking up big tech, government silent spying, Jon Stewart, wildfires & more

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....

18 Jun 20211h 27min

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