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    Business

    All-In with Chamath, Jason, Sacks & Friedberg

    Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

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    Latest Episodes:
    E124: AutoGPT's massive potential and risk, AI regulation, Bob Lee/SF update Apr 14, 2023
    Show notes

    (0:00) Bestie intros!

    (1:49) Understanding AutoGPTs

    (23:57) Generative AI's rapid impact on art, images, video, and eventually Hollywood

    (37:38) How to regulate AI?

    (1:12:35) Bob Lee update, recent SF chaos

    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://www.allinmeetups.io/ep125

    https://github.com/Torantulino/Auto-GPT

    https://arxiv.org/pdf/2304.03442.pdf

    https://twitter.com/chamath/status/1645848531280998400

    https://bootcamp.uxdesign.cc/i-made-a-flappy-bird-clone-with-gpt4-and-midjourney-inunder-an-hour-and-you-can-do-it-too-7847bc509431

    https://twitter.com/ammaar/status/1645934107304787968

    https://runwayml.com/customers/how-director-and-editor-evan-halleck-uses-runway-for-films-music-videos-and-commercials

    https://research.runwayml.com/gen2

    https://twitter.com/wonderdynamics/status/1633627396971827200

    https://twitter.com/DavidShowalter_/status/1645150966511988742

    https://twitter.com/aloezeus/status/1645141925157060608

    https://the-decoder.com/chaosgpt-is-the-first-public-attempt-to-destroy-humanity-with-ai

    https://twitter.com/mckaywrigley/status/1646596881420783619

    https://www.wsj.com/articles/bitcoin-blockchain-hacking-arrests-93a4cb29

    https://www.kron4.com/news/bay-area/video-shows-ex-sf-fire-commissioner-assaulted-with-pipe-in-marina-district

    https://twitter.com/activeasian/status/1644547881519681537

    https://www.cnn.com/2023/04/11/business/san-francisco-whole-foods-closure/index.html

    https://sfstandard.com/business/downtown-san-francisco-whole-foods-market-closing

    https://twitter.com/davidsacks/status/1645969773153636352

    https://twitter.com/AaronPeskin/status/1645896541893439489

    https://sfchamber.com/citybeat-2022-press-release

    https://sf.gov/news/mayor-london-breed-proposes-27-million-funding-address-police-staffing-shortages

    https://www.sfchronicle.com/sf/bayarea/heatherknight/article/sf-police-crime-16931399.php


    E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee Apr 07, 2023
    Show notes

    (0:00) Bestie intros!

    (4:12) Trump indictment

    (16:52) De-dollarization: What's real and what's overblown?

    (39:35) Debt ceiling vote predictions

    (56:36) US investors indirectly backing Chinese AI startups: should it be allowed? Saudi Arabia discloses VC investments as institutional US LPs cycle out of venture

    (1:10:02) RIP Bob Lee, fixing San Francisco

    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://www.cbsnews.com/news/trump-indictment-34-felony-counts-charges-new-york-read

    https://nymag.com/intelligencer/2023/04/donald-trump-new-york-indictment-bragg-should-not-be-brought.html

    https://anncoulter.substack.com/p/youre-being-played-republicans

    https://theweek.com/donald-trump/1022331/former-manhattan-da-says-federal-prosecutors-asked-him-to-stand-down-on-trump

    https://www.barrons.com/news/china-brazil-strike-deal-to-ditch-dollar-for-trade-8ed4e799

    https://twitter.com/DavidSacks/status/1638957986138959873

    https://www.illinoispolicy.org/chicago-has-more-pension-debt-than-44-states

    https://www.yahoo.com/now/social-security-funds-could-run-120000267.html

    https://wsj.com/articles/the-coming-biden-bailout-of-blue-states-and-cities-rhode-island-california-pension-liability-underwater-rates-svb-5033c1e5

    https://fred.stlouisfed.org/series/FYFRGDA188S

    https://fred.stlouisfed.org/series/FYONGDA188S

    https://www.longtermtrends.net/us-debt-to-gdp

    https://pitchbook.com/news/articles/Sanabil-Saudi-Arabia-PIF-disclosures

    https://www.bloomberg.com/news/articles/2023-03-31/adam-neumann-angles-to-take-new-startup-flow-to-saudi-arabia

    https://www.theinformation.com/articles/sequoia-and-other-u-s-backed-vcs-are-funding-chinas-answer-to-openai

    https://twitter.com/rabois/status/1643655946579607565

    https://twitter.com/jarvis_best/status/1643667684247371776

    https://twitter.com/FrancisSuarez/status/1642862135226126338

    https://www.chicagotribune.com/politics/elections/ct-chicago-mayor-election-winner-declared-20230405-plratgzcbrewbngbjcsxwmycgi-story.html


    E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act Mar 31, 2023
    Show notes

    (0:00) Bestie intros!

    (1:31) Joe Manchin calls out Biden on IRA flip-flop

    (7:40) Sacks writes GPT-4-powered blog post, OpenAI launches ChatGPT plugins

    (26:31) Will generative AI be more important than mobile and the internet itself? Making the case for both Google and OpenAI to win generative AI

    (50:19) Reaching and containing AGI, AI's impact on job destruction

    (1:16:35) RESTRICT Act's bait and switch

    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://www.wsj.com/articles/biden-inflation-reduction-act-betrayal-joe-manchin-debt-ceiling-budget-fossil-fuels-green-energy-dc37738e

    https://sacks.substack.com/p/the-give-to-get-model-for-ai-startups

    https://sharegpt.com/c/jGKq34x

    https://openai.com/blog/chatgpt-plugins

    https://www.theinformation.com/articles/alphabets-google-and-deepmind-pause-grudges-join-forces-to-chase-openai

    https://commons.wikimedia.org/wiki/File:Noogler_Hat.jpg

    https://futureoflife.org/open-letter/pause-giant-ai-experiments

    https://twitter.com/peakcooper/status/1639716822680236032

    https://www.reddit.com/r/blender/comments/121lhfq/i_lost_everything_that_made_me_love_my_job

    https://reason.com/2023/03/29/could-the-restrict-act-criminalize-the-use-of-vpns


    E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more Mar 24, 2023
    Show notes

    (0:00) Bestie intro!

    (2:58) Fed hikes 25 bps

    (32:35) Balaji bets on Bitcoin $1M, predictions for hyperinflation, crypto crackdown in the US

    (54:27) Should the commercial real estate sector receive a similar treatment as regional banks? Math and solutions on 100% FDIC insurance

    (1:16:04) TikTok CEO grilled by US lawmakers: What is TikTok's endgame in the US?

    (1:25:46) Relativity Space shoutout and bestie wrap!

    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://www.wsj.com/articles/fed-raises-rates-but-nods-to-greater-uncertainty-after-banking-stress-6ae9316f

    https://twitter.com/scottrechler/status/1638534824808923136

    https://www.wsj.com/articles/commercial-property-debt-creates-more-bank-worries-b36184ba

    https://twitter.com/elonmusk/status/1636928718173003776

    https://fred.stlouisfed.org/series/WGS10YR

    https://papers.ssrn.com/sol3/papers.cfm?abstract_id=4387676

    https://www.sfgate.com/business/article/Pinterest-terminate-SF-office-lease-88-Bluxome-15525421.php

    https://twitter.com/boazweinstein/status/1638964105917890561

    https://twitter.com/mr_derivatives/status/1638772846326583296

    https://twitter.com/DavidSacks/status/1638957986138959873

    https://twitter.com/balajis/status/1636797265317867520

    https://twitter.com/balajis/status/1222921758375927808

    https://thehill.com/opinion/finance/3911036-how-to-escape-the-trap-of-the-clean-debt-ceiling-vote

    https://www.cnbc.com/2023/03/22/coinbase-warned-by-sec-of-potential-securities-charges.html

    https://www.piratewires.com/p/2023-banking-crisis

    https://twitter.com/balajis/status/1448455115271143424

    https://www.presidency.ucsb.edu/documents/executive-order-6102-requiring-gold-coin-gold-bullion-and-gold-certificates-be-delivered

    https://twitter.com/markgags/status/802597908033966081

    https://twitter.com/relativityspace/status/1638753739128315906


    E120: Banking crisis and the great VC reset Mar 17, 2023
    Show notes

    (0:00) Bestie intro!

    (1:35) Recapping the events of the past week

    (5:39) Understanding the banking crisis

    (32:55) Solving the global debt problem, righting the ship

    (54:20) VC market update: Founders Fund splits its eighth fund in two, Sequoia's reported returns, YC cuts its growth-stage team

    (1:08:36) Science corner: Superconductors

    (1:24:56) DeSantis update, Ukraine spending run rate, bestie wrap!

    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://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

    https://www.wsj.com/articles/easy-loans-great-service-why-silicon-valley-loved-silicon-valley-bank-6b3f203e

    https://www.wsj.com/articles/the-silicon-valley-bank-bailout-chorus-yellen-treasury-fed-fdic-deposit-limit-dodd-frank-run-cc80761e

    https://www.bloomberg.com/news/articles/2023-03-16/credit-suisse-got-its-lifeline-now-it-needs-to-win-back-clients

    https://www.bloomberg.com/news/articles/2023-03-15/credit-suisse-top-shareholder-rules-out-more-assistance-to-bank-lf9gfhbr

    https://www.nytimes.com/live/2023/03/16/world/france-pension-vote#france-pension-vote

    https://www.politico.eu/article/police-fire-dutch-farmer-protest-nitrogen-emission-cut

    https://www.bbc.com/news/uk-england-london-64968795

    https://www.treasurydirect.gov

    https://www.axios.com/2023/03/03/founders-fund-slashes-vc-peter-thiel

    https://www.axios.com/2023/03/15/stripe-50-billion

    https://www.businessinsider.com/sequoia-capital-venture-capital-returns-university-of-california-2023-3

    https://www.wsj.com/articles/tiger-global-writes-down-venture-funds-bets-by-33-in-2022-3f9f6ade

    https://techcrunch.com/2023/03/13/y-combinator-cuts-nearly-20-of-staff-scales-back-growth-stage-investments

    https://twitter.com/Jason/status/1633570102326202368

    https://www.nature.com/articles/s41586-023-05742-0

    https://youtu.be/4lE8QWtrEvQ

    https://www.theatlantic.com/ideas/archive/2023/03/desantis-ukraine-pro-russia-position-gop-presidential-nomination/673392


    E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more Mar 11, 2023
    Show notes

    (0:00) Bestie intro!

    (1:57) Overview of the SVB collapse and bank run

    (17:53) Who or what is to blame? Debating venture debt

    (37:11) Contagion risk, second- and third-order effects, government backstops

    (1:00:36) What does this mean for the VC industry? Silicon Valley panic cycle, advice for founders

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    https://twitter.com/altcap

    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://www.fdic.gov/news/press-releases/2023/pr23016.html

    https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/r/Q1-2023-Investor-Letter.FINAL-030823.pdf

    https://s201.q4cdn.com/589201576/files/doc_downloads/2023/03/Q1-2023-Mid-Quarter-Update-vFINAL3-030823.pdf

    https://twitter.com/garrytan/status/1634260576431136768

    https://seekingalpha.com/article/4565388-svb-financial-blow-up-risk

    https://www.youtube.com/watch?v=Ymo6Yzjv_KY

    https://www.bloomberg.com/news/articles/2023-03-10/treasury-closely-watching-siliconvalley-bank-share-plunge

    https://www.cbsnews.com/news/janet-yellen-ukraine-treasury-secretary-kyiv-visit-volodymyr-zelenskyy

    https://twitter.com/Rippling/status/1634201986894577665

    https://en.wikipedia.org/wiki/Troubled_Asset_Relief_Program

    https://www.wsj.com/articles/bond-losses-push-silicon-valley-bank-parent-to-raise-capital-125e89d4

    https://dfpi.ca.gov/wp-content/uploads/sites/337/2023/03/DFPI-Orders-Silicon-Valley-Bank-03102023.pdf?emrc=bedc09

    https://www.google.com/finance/quote/IAT:NYSEARCA


    E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner Mar 03, 2023
    Show notes

    (0:00) Bestie intros!

    (6:47) The VC FOMO frenzy in AI

    (25:22) Current LP mindset, VCs leaving boards, startup cram downs and mark downs

    (37:23) Macro update: inflation not done, weaker earnings, interest rates

    (52:01) Marc Benioff channels his inner Elon Musk, the stock-based compensation boom

    (1:11:59) Fox News facing defamation lawsuit over false election fraud claims, TikTok ban heats up, competition with China

    (1:34:33) Ukraine update: China's peace proposal, US strategy

    (1:46:34) Harvard legacy admissions, Draymond Green on Black History Month

    (1:50:01) Stripe chart errata, bestie wrap!

    Follow the besties:

    https://twitter.com/chamath

    https://linktr.ee/calacanis

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    https://twitter.com/altcap

    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://www.wsj.com/articles/why-i-stood-up-to-disney-florida-woke-corporatism-seaworld-universal-esg-parents-choice-education-defa2506

    https://www.thedailybeast.com/bill-maher-shares-definition-of-woke-during-jake-tapper-cnn-interview

    https://www.economist.com/business/2023/02/28/investors-are-going-nuts-for-chatgpt-ish-artificial-intelligence

    https://podcasts.apple.com/ca/podcast/doug-leone-lessons-from-a-titan/id1154105909?i=1000602027979

    https://openai.com/blog/introducing-chatgpt-and-whisper-apis

    https://twitter.com/heykahn/status/1628453782177865728

    https://www.ft.com/content/21420ce2-92a1-43a0-a153-04ac7c872466

    https://www.wsj.com/articles/instacart-sees-revenue-profit-boost-ahead-of-public-listing-1d7891d

    https://cdn.statcdn.com/Infographic/images/normal/21023.jpeg

    https://www.barrons.com/articles/home-prices-dropping-redfin-fac43ede

    https://www.google.com/finance/quote/CRM:NYSE

    https://s23.q4cdn.com/574569502/files/doc_financials/2023/q4/CRM-Q4-FY23-Earnings-Press-Release-w-financials.pdf

    https://seekingalpha.com/article/4583622-salesforce-inc-crm-q4-2023-earnings-call-transcript

    https://twitter.com/altcap/status/1631361678582611970

    https://www.investopedia.com/articles/06/fas123r.asp

    https://www.wsj.com/articles/in-deposition-rupert-murdoch-says-fox-news-hosts-endorsed-false-2020-election-claims-c9348fc0

    https://www.reuters.com/technology/tiktok-develop-parental-control-tool-block-certain-videos-2023-03-01

    https://www.reuters.com/technology/white-house-gives-agencies-30-days-impose-federal-device-tiktok-ban-2023-02-27

    https://www.wsj.com/articles/house-committee-lays-out-case-for-china-threat-ad62c611

    https://www.euronews.com/2023/02/27/chinas-peace-plan-russia-says-no-conditions-for-peaceful-solution-or-ukraine-for-now

    https://www.wsj.com/articles/ukraine-war-depleting-u-s-ammunition-stockpiles-sparking-pentagon-concern-11661792188

    https://twitter.com/wikileaks/status/1496886759665586177

    https://twitter.com/deloreshandy/status/1629516350602264582

    https://www.nber.org/system/files/working_papers/w26316/w26316.pdf

    https://www.tmz.com/2023/03/01/draymond-green-calls-end-black-history-month-celebrate-all-year

    https://www.bloomberg.com/news/newsletters/2023-03-02/how-former-fugee-pras-michel-got-involved-in-1mdb-scandal-big-take

    https://www.newyorker.com/magazine/2023/03/06/how-the-biggest-fraud-in-german-history-unravelled


    E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move Feb 24, 2023
    Show notes

    (0:00) Bestie intro: Jason's Japan trip!

    (1:04) Stripe's precarious situation: Did it miss its window? Breaking down its $4B tax bill, slowing growth curve, enterprise vs SMB customers, scalability issues, and more

    (23:07) Lessons for founders: How ZIRP can skew CAC and LTV calculations, burn multiple

    (29:40) VC market update: ZIRP mistakes, VC as a "must-have" asset class for LPs, how the 2021 vintage can be saved

    (39:05) AI's outsized impact on SaaS and real-world businesses

    (55:16) Advice from Steve Jobs on customer-first product development, Section 230 update

    (1:00:29) Trump's savvy visit to East Palestine and 2024 strategy, Biden's visit to Ukraine, China's position

    (1:14:24) Tinfoil hat corner

    (1:23:25) Bestie wrap up!

    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://www.theinformation.com/articles/inside-stripes-55-billion-pitch-to-investors

    https://www.theinformation.com/articles/the-private-tech-company-that-let-employee-stock-grants-evaporate

    https://techcrunch.com/2013/09/11/zuckerberg-says-he-was-too-afraid-of-taking-facebook-public

    https://sacks.substack.com/p/enterprises-vs-smbs-whos-the-better-customer-for-b2b-saas-startups-9a0d4efe69e9

    https://sacks.substack.com/p/the-burn-multiple-51a7e43cb200

    https://twitter.com/tylertringas/status/1627449217294958592

    https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next

    https://twitter.com/Jason/status/1628851245644644352

    https://signalvnoise.com/posts/3497-you-know-one-of-the-things-that-really-hurt

    https://www.scotusblog.com/2023/02/not-like-the-nine-greatest-experts-on-the-internet-justices-seem-leery-of-broad-ruling-on-section-230

    https://www.whitehouse.gov/briefing-room/statements-releases/2023/02/20/on-the-record-press-call-by-senior-administration-officials-on-president-bidens-trip-to-ukraine

    https://www.washingtonpost.com/politics/2023/02/20/secrecy-security-biden-trip-to-kyiv

    https://www.yahoo.com/news/joe-biden-makes-surprise-visit-095627966.html

    https://twitter.com/nytimes/status/1626984889449959430

    https://www.nytimes.com/interactive/2023/02/23/world/russia-ukraine-geopolitics.html

    https://www.bbc.com/news/world-europe-26079957

    https://openai.com/blog/how-should-ai-systems-behave


    E116: Toxic out-of-control trains, regulators, and AI Feb 17, 2023
    Show notes

    (0:00) Bestie intros, poker recap, charity shoutouts!

    (8:34) Toxic Ohio train derailment

    (25:30) Lina Khan's flawed strategy and rough past few weeks as FTC Chair; rewriting Section 230

    (57:27) AI chatbot bias and problems: Bing Chat's strange answers, jailbreaking ChatGPT, and more

    DONATE:

    https://www.humanesociety.org/news/going-big-beagles

    https://www.beastphilanthropy.org/donate

    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://techcrunch.com/2023/02/10/mrbeasts-blindness-video-puts-systemic-ableism-on-display

    https://doomberg.substack.com/p/railroaded

    https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

    https://www.bloomberg.com/news/features/2023-02-15/zantac-cancer-risk-data-was-kept-quiet-by-manufacturer-glaxo-for-40-years

    https://www.foxnews.com/video/6320573959112

    https://www.wsj.com/articles/why-im-resigning-from-the-ftc-commissioner-ftc-lina-khan-regulation-rule-violation-antitrust-339f115d

    https://fedsoc.org/commentary/fedsoc-blog/gonzalez-google-and-section-230-all-on-the-same-side

    https://www.investopedia.com/section-230-definition-5207317

    https://www.usatoday.com/story/news/2023/02/14/norfolk-southerns-ohio-train-derailment-emblematic-rail-trends/11248956002

    https://twitter.com/elonmusk/status/1626097497109311495

    https://chat.openai.com/chat

    https://twitter.com/Jason/status/1626091654120894464

    https://politiquerepublic.substack.com/p/chatgpt-is-democrat-propoganda

    https://www.bbc.com/news/technology-35902104

    https://www.nytimes.com/2023/02/16/technology/bing-chatbot-microsoft-chatgpt.html

    https://unusualwhales.com/news/openais-chatgpt-has-reportedly-predicted-that-the-stock-market-will-crash-on-march-15-2023

    https://www.history.com/news/josef-stalin-great-purge-photo-retouching

    https://www.hollywoodreporter.com/business/business-news/ec-funds-france-build-google-106934

    https://www.nytimes.com/2008/03/21/technology/21iht-quaero24.html


    E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union Feb 11, 2023
    Show notes

    0:00 Bestie intro!

    1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

    28:26 Bestie refresh!

    33:13 The AI Search Wars: Microsoft presses hard, Google's rough week

    45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

    1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

    1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

    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/DavidSacks/status/1623540190060101632

    https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

    https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine

    https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability

    https://twitter.com/EmiliaKaminska/status/1574817556950663169

    https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage

    https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link

    https://www.youtube.com/watch?v=OyBNmecVtdU

    https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai

    https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08

    https://twitter.com/Google/status/1622710355775393793

    https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s

    https://neeva.com

    https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.

    https://twitter.com/arnaudai/status/1623359864100601861

    https://github.com/features/copilot

    https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion

    https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data

    https://twitter.com/LynAldenContact/status/1620447620987785216

    https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg

    https://twitter.com/pretentiouswhat/status/1622832701131874306


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