E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

(0:00) Bestie intros: Friedberg's interview with NASA Astronaut Woody Hoburg, live from the ISS!

(2:58) All-In Tequila update

(10:04) Nvidia smashes earnings, GPU market outlook

(37:39) Arm files for IPO: positive sign or plank walk? Plus: State of the IPO market

(49:51) Sacks on current investable metrics right now in VC

(55:33) GOP Debate breakdown: Vivek's statement, DeSantis's strategy, Haley & Christie solidify positions

(1:39:46) Vivek's comments on the Climate Agenda

(1:47:07) Prigozhin crash

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.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://twitter.com/friedberg/status/1694506279954526487

https://twitter.com/DavidSacks/status/1693441068036169785

https://twitter.com/chamath/status/1693524941721731189

https://www.wine.com/product/21-seeds-tequila-trio/633617

https://www.villadeste.com

https://www.google.com/finance/quote/NVDA:NASDAQ

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2024

https://companiesmarketcap.com

https://twitter.com/chamath/status/1694457666289225776

https://electrek.co/2023/06/21/tesla-dojo-supercomputer-is-finally-coming-next-month

https://prospect.org/features/great-telecom-implosion

https://www.statista.com/chart/6780/only-5-countries-have-a-bigger-gdp-than-california

https://twitter.com/OpenAI/status/1694062483462594959

https://openai.com/blog/gpt-3-5-turbo-fine-tuning-and-api-updates

https://twitter.com/nathanbenaich/status/1694073194351648932

https://commoncrawl.org/about/team

https://adsense.googleblog.com/2005/10/spotlight-on-weblogs-inc.html

https://twitter.com/twistartups/status/1694399138194952363

https://www.sec.gov/Archives/edgar/data/1973239/000119312523216983/d393891df1.htm

https://www.theverge.com/2023/7/13/23793969/adobe-figma-merger-acquisition-uk-cma-regulator-investigation

https://venturebeat.com/games/microsoft-signs-15-year-cloud-streaming-deal-with-ubisoft-in-latest-bid-to-win-activision-blizzard-approval

https://www.stonealgo.com

https://youtu.be/f51Yd9h9ZXo

https://www.natesilver.net/p/ramaswamy-and-the-physics-of-multi

https://www.cnn.com/2023/08/04/politics/cnn-poll-ukraine/index.html

https://www.mediaite.com/politics/whopping-ninety-six-percent-oppose-supporting-ukraine-against-russia-in-turning-points-action-straw-poll

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(413)

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

Nvidia's Historic Quarter, SaaS Comeback, Bessent vs Druck, America's Debt Crisis, Cancer Vaccine

(0:00) Bestie intros: Recapping recent interviews and the state of American science (3:31) China's Robot Olympics, Optimus update, Grok Bot (9:05) Nvidia and Salesforce rip after big earnings: AI Cape...

29 Aug 1h 36min

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

Eric Weinstein: The State of American Science, Breakthrough Coverups, and the Danger of Physics

(0:00) Eric Weinstein joins the show! (03:09) Has American science stalled? Cowboy science, Fauci, and the scientific precariat (21:31) Weinstein's fix: Blow a hole in the Civil Rights Act, kill peer ...

26 Aug 1h 30min

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

Michael Kratsios: Trump's Science Agenda, Anti-Science Claims, Fauci's Damage, DEI & China

(0:00) Michael Kratsios joins the show! (01:56) Is this administration anti-science? The Nature poll, DEI grants, and $8B down the drain  (8:16) Climate science cuts: RCP 8.5 gets pulled and the "clim...

24 Aug 55min

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

Dario Defends Himself, Datacenter Panic, AI Doomer Trap, Senate Toss-Up

(00:00) Besties are back! (00:13) Dario's two-part essay: regulatory capture, doomerism, and the data center backlash (10:25) FINRA for AI vs. MPAA for AI: SROs, thinking tokens, and the "DMV for AI" ...

21 Aug 1h 30min

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

Flock CEO Garrett Langley on Controversy, "Surveillance State" Claims, and Privacy vs Safety

(0:00) The most controversial company in privacy right now, Flock CEO joins the show! (7:23) License plate data retention: 7 days solves 90% of crimes (13:00) Camera vandalism, felony charges, and pri...

18 Aug 55min

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback

(0:00) Gavin Baker joins the show! (2:36) Anthropic IPO report: $2T valuation, $100B+ run rate, October listing (27:32) Zuck's AI manifesto: What it means for Meta and frontier AI (56:41) All-In Summi...

14 Aug 1h 39min

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

Rahm Emanuel: Trump's Foreign Policy, China, Europe's Decline, Immigration & DSA vs Democrats

(0:00) Jason and Friedberg welcome Rahm Emanuel (1:16) Lessons from working with Clinton and Obama (7:45) China: How to approach conflict, new economic bloc, isolation, and Taiwan (28:49) Europe: Reas...

13 Aug 1h 11min

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

Google's AI Brain Drain, SpaceX's Huge Quarter, Airtable's 90% Collapse, US Data Fuels China AI

(0:00) Bestie intros! Brad Gerstner fills in for Chamath (2:16) Major shakeups at Google: AI brain drain or better strategy? (20:39) SpaceX's big quarter: Terafab, AI Capex, $1T revenue projection? (4...

8 Aug 1h 15min

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