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

    enJuly 16, 2021

    Podcast Summary

    • Vaccinated individuals can still contract Delta variantFully vaccinated individuals can still contract the Delta variant, emphasizing the importance of continued safety measures

      Even fully vaccinated individuals can still contract the COVID-19 Delta variant, particularly when in close proximity to an infected person, even if they are outdoors in a covered area. The individual in question, David Sacks, contracted the virus from a friend at a restaurant, despite all of them being double vaccinated with Pfizer. The symptoms were mild, but it serves as a reminder that vaccination does not completely eliminate the risk of infection. It's important to continue following safety protocols, such as wearing masks and maintaining social distancing, even after vaccination.

    • Delta variant is highly contagious, even for vaccinated individualsThe Delta variant is highly contagious and can spread even among vaccinated individuals, emphasizing the importance of taking precautions like wearing masks, social distancing, and getting vaccinated to protect yourself and others.

      The Delta variant of COVID-19 is highly contagious and can be spread even by vaccinated individuals who don't show symptoms. The R naught number, which measures how many people an infected person is likely to transmit the virus to before self-isolating, is estimated to be around 5 to 8 for the Delta variant. This means that if you're not vaccinated, you're likely to contract the virus eventually. On the other hand, getting vaccinated can provide some protection even if you're not yet fully immune. In the case discussed, a family was able to avoid getting sick by getting vaccinated shortly after learning that a friend had tested positive for COVID-19. However, it's important to note that even mild cases of COVID-19 can be dangerous, especially for unvaccinated individuals, and can lead to serious complications. Therefore, it's crucial to take precautions such as wearing masks, social distancing, and getting vaccinated to protect yourself and others. Additionally, it's important to remember that the Delta variant is highly transmissible, and even vaccinated individuals can spread it without knowing it. So, it's essential to continue taking precautions even after getting vaccinated.

    • Effectiveness of COVID-19 vaccines may decline over time, boosters neededNew data suggests declining antibody levels and persistent memory B cells, Israel data shows lower risk of breakthrough infections for recently vaccinated, Pfizer and Moderna present data to White House, boosters expected next month, different from original shots with updated RNA sequences

      New data suggests that the effectiveness of COVID-19 vaccines may decline over time, and boosters may be necessary to maintain adequate protection against the virus. The data comes from studies showing that antibody levels decline over time but memory B cells, which create antibodies and remember past infections, remain persistent. Additionally, recent data from Israel indicates that the risk of breakthrough infections is lower for those who have been vaccinated more recently. Pfizer and Moderna have presented this data to the White House, but the administration has not yet committed to administering boosters due to ongoing vaccination efforts and the relatively mild symptoms experienced by those with breakthrough infections. However, it is expected that boosters will be available next month. The boosters are expected to be different from the original shots as they will contain updated RNA sequences to elicit a broader immune response.

    • Uncertainty Surrounds COVID-19 Vaccine LandscapeThe effectiveness of current COVID-19 vaccines against variants is a concern, and it may take time to determine the most effective combinations. High vaccination rates globally are crucial to prevent the emergence of new, vaccine-resistant strains.

      The COVID-19 vaccine landscape is constantly evolving, and it's uncertain whether we'll continue to receive the same vaccines or if new ones will be introduced. Pharmaceutical companies are exploring both options, and it may take time to determine the most effective combinations. The discussion also touched on the comparison to HIV, where it took a decade to find the most effective treatment. With approximately 60% of America vaccinated and boosters every 6 months, it's possible that unvaccinated individuals could face a "killer strain" in the future. The vaccine's effectiveness against variants is a concern, with the Pfizer vaccine dropping from 95% to 64% effective. The discussion also highlighted the potential for continued mutations and the importance of high vaccination rates globally to prevent the emergence of new, vaccine-resistant strains.

    • Viral load in unvaccinated people increases chances for mutationsVaccinated individuals have lower viral loads, reducing the risk of spreading the virus and potential mutations. Entities like employers, schools, and workplaces can mandate vaccinations to protect others from potential exposure, and increasing vaccinations is crucial to prevent further mutations.

      Getting as many people vaccinated against COVID-19 as quickly as possible is crucial in limiting the virus's opportunities to mutate and potentially evade vaccines. A virologist explained that the viral load in an unvaccinated person's nose is significantly higher during the infectious period, which increases the chances for the virus to replicate and mutate. Vaccinated individuals, even if they contract the virus, have a lower viral load and reduce the risk of spreading it to others. The Delta variant's high transmissibility underscores the importance of herd immunity and changing the equation on policies, such as colleges requiring vaccinations for students. Employers, schools, and workplaces can mandate vaccinations for employees returning to the office to protect others from potential exposure. Despite personal libertarian beliefs, it's reasonable for these entities to enforce vaccination requirements due to the external risk posed by unvaccinated individuals. The current low vaccination rate of 700,000 doses administered daily, compared to the peak of 5 million, highlights the need for a push to increase vaccinations.

    • Political divide in US vaccination ratesThe politicization of COVID-19 vaccines has led to unused doses and unvaccinated individuals, threatening individual health and economic recovery.

      The politicization of public health measures, particularly COVID-19 vaccines, has contributed to a significant disparity in vaccination rates between political parties in the United States. This divide, fueled by distrust towards the government, media, and corporations, has resulted in millions of doses going unused while millions more people remain unvaccinated. This situation not only poses a threat to individual health but also to the economy, as the potential for another wave of lockdowns due to increased COVID-19 cases looms. The media and government share responsibility for this politicization, and it is crucial to find ways to bridge this divide and encourage vaccination for the sake of collective public health and economic recovery.

    • COVID-19's psychological effects and economic concernsFear of virus leads to decreased spending, lower lumber prices, potential economic discrimination, and political power grabs

      The psychological effects of COVID-19 breakthrough infections and the ongoing fear of the virus are causing significant economic and societal concerns. Lumber prices, which were a major concern during the inflation scare earlier this year, are now lower than they were at the start of the year. However, the fear of the virus and its potential impact on consumer behavior could lead to a decrease in spending on travel, dining out, and other activities. The speakers also discussed the potential for economic discrimination against those who refuse to get vaccinated and the possibility of political power grabs as politicians try to seize control during times of crisis. Overall, the ongoing impact of COVID-19 on both a personal and economic level continues to be a significant concern.

    • Vaccines and Workplace Safety: A Complex IssueIndividuals and businesses must weigh the risks and benefits of vaccines in the workplace, considering public health, personal choice, and potential consequences for vulnerable populations.

      The ongoing debate around vaccines and workplace safety has significant implications for individuals and businesses. While some view vaccines as a personal choice, others see it as a matter of public health and safety. Mitt Romney and Mitch McConnell have spoken out against the anti-vaxx movement, emphasizing the importance of vaccines in ending diseases like polio. The emergence of new variants and reduced effectiveness of vaccines adds complexity to the issue. For those who are vaccinated, the risk may be minimal, but for the immunocompromised or older adults, the consequences could be more severe. Companies, particularly tech giants like Apple, may face pressure from employees to implement vaccination policies to ensure a safer workplace. The economic and psychological impact of the ongoing pandemic, including potential lockdowns, is also a concern. Ultimately, individuals and businesses must make informed decisions based on their unique circumstances and consider the potential risks and benefits.

    • Living with COVID-19: Making Intelligent DecisionsRecognize the gravity of the COVID-19 situation, prioritize informed decisions to mitigate economic, health, and social consequences, and learn to live with the virus while minimizing damage.

      The COVID-19 pandemic is not going away anytime soon, and it's crucial for governments and individuals to make intelligent cost-benefit decisions in dealing with it. The idea of eliminating every last vestige of the virus is no longer feasible due to the rapid mutation of the virus and the economic consequences of lockdowns. The speaker emphasized the importance of learning to live with COVID-19 and making smart decisions, as seen in Israel's example of managing the virus while minimizing economic damage. However, the speaker also expressed concern about the long-term impact of the virus on human life expectancy and the collective failure to distribute excess vaccines effectively. The speaker also highlighted the complexity of the current political climate, which is influenced by power struggles, the deconstruction of power by social media, and the traditional media's attempt to stay relevant. The global vaccination distribution has been uneven, with the US doing relatively better than Europe and Japan. Overall, it's essential to recognize the gravity of the situation and prioritize making informed decisions to mitigate the economic, health, and social consequences of the pandemic.

    • A major milestone in space tourism and human advancementVirgin Galactic's achievement marks a significant step forward, driven by determination and innovation, with potential societal benefits.

      The recent space tourism achievement by Virgin Galactic, despite criticism and negativity, represents a significant step forward in reimagining how the human race can work and advance through technology. The determination and hard work of those involved, like Chamath Palihapitiya and Elon Musk, should be celebrated, rather than criticized. These innovations, driven by private citizens, have the potential to address various issues and broadly benefit society. The negative attitude towards wealth and innovation, as seen in some criticisms, is misguided and lacks sophistication.

    • Defending the Importance of Space ExplorationSir Richard Branson emphasizes the significance of space exploration in addressing Earth's issues, urges critics to find solutions instead of criticisms, and highlights the growing momentum and potential in the industry

      According to Sir Richard Branson, the criticism towards space exploration and technology is misguided. Branson, in his conversation with Stephen Colbert, defended space travel, emphasizing its importance in connecting the world and addressing various issues on Earth, such as monitoring climate change, food distribution, and rainforest degradation. Branson also criticized the approach to solving problems on Earth, stating that the issues are not due to underfunding but rather incorrect ideas, organization, and execution. He urged critics to stop whining and instead come up with new programs and test them at a local level. In the context of space, venture capital investments in private space companies have significantly increased since 2015, indicating a growing momentum in the industry. The market potential remains to be seen, but the services these companies provide, including launching governments' satellites and eventually transporting people to space, have already proven to be lucrative for SpaceX. Overall, Branson's message is that instead of focusing on criticisms, we should focus on finding solutions and making progress.

    • History shows that pioneering work in new industries can lead to unexpected but essential discoveries and innovations.Pioneering work in new industries like space exploration may lead to unforeseen discoveries and innovations that transform our species.

      We are currently in the early stages of the space industry, and it's difficult to predict exactly where it will lead, but history shows that pioneering work in new industries can lead to transformative discoveries and innovations. The speaker used the example of the 15th century maritime industry to illustrate this point. At that time, shipping was dangerous and uncertain, but it eventually led to the emergence of industries such as insurance, tort law, and risk management. These ancillary industries were unexpected but essential for the success of the shipping industry. Similarly, private companies are currently investing heavily in space exploration, and while it's unclear what the market will be or how quickly revenue will turn around, history suggests that this pioneering work could lead to significant discoveries and innovations that transform our species once again.

    • Technological Revolution through Broadband AccessElon Musk's Starlink leads the charge in providing broadband access to billions through small-scale satellites, setting the stage for a massive technological revolution and business opportunities.

      The world is on the brink of a massive technological revolution with the instant broadband access to billions of people in the developing world through initiatives like SpaceX's Starlink. This transformation will be on par with the impact the Internet had on modern societies when broadband first became available. The race to provide this access is not limited to Starlink, as there are other competitors in the field. This trend of putting small-scale satellites into low earth orbit for communication and imaging purposes has been ongoing for some time, with companies like Google and Planet Labs attempting to capitalize on it. Elon Musk's leadership in this area sets him apart, as he has gone beyond just providing the infrastructure to put these devices into space and instead focused on building the actual devices and scaling up the business. The potential impact of this revolution is immense, as it will provide access to a wealth of information and opportunities for people who have previously lacked basic necessities like running water, electricity, and broadband. Companies like Starlink and Swarm are poised to lead this charge and create significant business opportunities.

    • The importance of internet access in tracking incidents like MH370Advancements in technology, particularly in Additive Manufacturing, are revolutionizing industries and making the seemingly impossible, possible. Space industry could greatly benefit from these advancements, leading to more accessible and cost-effective space travel.

      The disappearance of Malaysian Airlines flight 370 underscored the importance of pervasive internet access everywhere, enabling us to track and recover incidents like this. The advancements in technology, particularly in Additive Manufacturing and the exponential growth of our ability to convert molecules into any desired form, suggest that we are on the brink of a future where we can produce almost anything we need with minimal time and energy, much like the Star Trek replicator. This technological progression could revolutionize industries and make the seemingly impossible, possible. However, it's crucial to remember that while these advancements are promising, they also require extensive investment and resources. The space industry, for instance, is an area that could greatly benefit from these advancements, as companies like Relativity Space are working on 3D printing rockets and engines to make space travel more accessible and cost-effective. Ultimately, these technological advancements have the potential to solve complex problems, create new opportunities, and transform our lives.

    • Exploring Earth's Complexities and PossibilitiesAs technology advances, the wonders and complexities of Earth may make extraplanetary travel and colonization less necessary. Prioritize Earth's ecosystems before exploring space, but the choice between exploration and advancement on Earth or beyond depends on individual perspectives and priorities.

      While the human capability to explore and discover beyond Earth is an exciting prospect, the vast resources and unexplored complexities of Earth itself may render extraplanetary travel and colonization less necessary as technology advances. The evolution of molecules and energy states on other planets, like Titan, can lead to discoveries of new forms of life and complexity beyond our current understanding. However, it's essential to prioritize fixing Earth's ecosystems before exploring other planets. Exploration is a fundamental human trait, but the decision to travel to space is a personal one. Some, like Richard Branson and Jeff Bezos, are already taking the leap, while others, like Chamath Palihapitiya and J. Cal calanca, have their reservations. Ultimately, the potential for discovery and advancement on Earth and beyond is vast, and the choice between the two depends on individual perspectives and priorities.

    • Inspiring stories from space and the futureBuying a space ticket as a gift for children at 18 can inspire future generations and lead to transformative experiences.

      Space travel is inspiring and could lead to transformative experiences for future generations. The speaker shared a personal story about his daughter's desire to go to space, which sparked his own interest and brought tears to his eyes. He suggested buying a space ticket as a gift for children when they turn 18, believing it to be an incredible present. The discussion also touched on the definition of space and the controversy surrounding the Von Karman line. The speaker expressed his view that the debate over what defines the beginning of space is petty and that the focus should be on the advancements and experiences in space travel itself. Overall, the conversation highlighted the excitement and inspiration surrounding space exploration and its potential impact on individuals and future generations.

    • Elon Musk vs Jeff Bezos: Defining Space Travel and Pushing BoundariesElon Musk and Jeff Bezos had a friendly debate over the definition of space travel and the importance of advancing humanity, while pushing boundaries in the industry.

      The debate over the definition of space travel and the competitive nature between Elon Musk and Jeff Bezos took center stage before their respective flights. While Bezos's team at Blue Origin insisted on crossing the Karman line, a boundary recognized by some countries as the start of space travel, Musk's SpaceX and Musk himself focused on the experience and advancement of humanity. The back-and-forth was seen as unnecessary and petty by some, with Musk being praised for his class and sportsmanship. Additionally, the discussion touched on Melvin Capital's significant losses in the stock market, with some commentators jokingly attributing the loss to the Reddit traders. The conversation ended with light-hearted banter between the participants. Ultimately, the conversation highlighted the competitive yet collaborative spirit in the space industry, with the focus on pushing boundaries and advancing human capabilities.

    • Jason Calacanis' unexpected ice cream cone and the joy of Italian foodDiscipline doesn't mean missing out on life's pleasures. Enjoying a meal or an unexpected treat can coexist with self-control, as shown by the speakers' experiences and excitement for their upcoming Italian trip.

      Discipline and enjoying life's simple pleasures can coexist. The speakers shared a story about Jason Calacanis' unexpected ice cream cone incident in Italy, but the memory of the incredible meal they had at the Dorad restaurant still stands out. They also discussed their excitement for the upcoming Italian trip and the anticipated food, especially the tomatoes and white wine. Chamath Palihapitiya brought up the topic of electric bikes and how they can help people burn more calories while making longer rides more accessible. The conversation ended with the group expressing their anticipation for their upcoming trip and reminiscing about past experiences. Overall, the conversation showcased the importance of enjoying life's moments while maintaining self-control and discipline.

    • A group discussion about taking risks and releasing tensionThe group explored the idea of preparing for new experiences and releasing tension through an unconventional means, while also focusing on retrieving an important item.

      The group's conversation seemed to express a sense of frustration and tension, with some members suggesting a release of this energy through an orgy. The speaker repeated the phrase "wet your feet" several times, which could be interpreted as a metaphor for preparing oneself for a new experience or taking a risk. The group also discussed the importance of retrieving Mercy's arm, but the context of this discussion was unclear. Overall, the conversation revealed a complex mix of emotions and desires, with elements of sexuality, aggression, and adventure. It's important to remember that this was just a conversation and does not necessarily reflect the actual intentions or actions of the individuals involved.

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    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    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.youtube.com/watch?v=dQQhAg0mfF8

    https://x.com/vkhosla/status/1769529054955446533

    https://x.com/vkhosla/status/1796293773389127987

    https://x.com/shaunmmaguire/status/1796415146077954329

    https://x.com/DavidSacks/status/1798100723617698097

    https://x.com/SawyerMerritt/status/1798779830521000426

    https://www.nytimes.com/2024/06/05/technology/nvidia-microsoft-openai-antitrust-doj-ftc.html

    https://www.wsj.com/tech/ai/ftc-opens-antitrust-probe-of-microsoft-ai-deal-29b5169a

    https://companiesmarketcap.com

    https://www.youtube.com/watch?v=F9cO3-MLHOM

    https://www.politico.com/news/2024/05/29/newsom-california-artifical-intelligence-regulations-00160519

    https://www.reddit.com/user/DeepFuckingValue

    https://www.wsj.com/finance/regulation/e-trade-considers-kicking-meme-stock-leader-keith-gill-off-platform-f2003ec4

    https://x.com/TheRoaringKitty/status/1789807772542067105

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

    https://www.youtube.com/watch?v=M-VO6dtFRes

    https://www.wsj.com/finance/regulation/keith-gills-gamestop-trades-pose-conundrum-for-market-cops-70cc5301

    https://www.macrotrends.net/stocks/charts/GME/gamestop/revenue

    https://www.wsj.com/finance/stocks/gamestop-burned-andrew-left-in-2021-hes-betting-against-the-stock-again-4377cecb

    https://www.nytimes.com/2022/05/18/business/melvin-capital-gamestop-short.html

    https://www.instagram.com/tim.naki/reels

    https://www.wsj.com/finance/regulation/new-texas-stock-exchange-takes-aim-at-new-yorks-dominance-e3b4d9ba

    https://listingcenter.nasdaq.com/assets/Board%20Diversity%20Disclosure%20Five%20Things.pdf

    https://www.bloomberg.com/news/articles/2024-06-05/why-is-apple-aapl-teaming-up-with-openai-both-companies-need-each-other

    https://x.com/leonsimons8/status/1793319395080520036

    Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

    Trump verdict, COVID Cover-up, Crypto Corner, Salesforce drops 20%, AI correction?

    (0:00) Bestie Intros: Jason's first show for his new production company

    (2:15) Why Sacks and Chamath are hosting a Trump fundraiser

    (18:40) House COVID investigation: findings, cover-up, what's next?

    (41:36) The Deep State Problem: unelected bureaucrats running three letter agencies for decades

    (53:04) Crypto Corner with Chamath

    (1:04:15) State of SaaS: Salesforce drops 20%, market teetering

    (1:20:10) Trump verdict: guilty on 34 counts of falsifying business records

    (1:37:36) Are we seeing an AI correction?

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://oversight.house.gov/release/new-select-subcommittee-report-recommends-ecohealth-alliance-president-debarred-and-criminally-investigated-exposes-failures-in-nih-grant-procedures

    https://oversight.house.gov/release/hearing-wrap-up-nih-repeatedly-refutes-ecohealth-alliance-president-dr-peter-daszaks-testimony-tabak-testimony-reveals-federal-grant-procedures-in-need-of-serious-reform

    https://www.axios.com/2021/07/20/fauci-rand-paul-wuhan-institute

    https://oversight.house.gov/release/breaking-hhs-suspends-funding-and-proposes-formal-debarment-of-ecohealth-alliance-cites-evidence-from-covid-select-report

    https://oversight.house.gov/release/breaking-hhs-to-debar-dr-peter-daszak-president-of-ecohealth-alliance

    https://x.com/emilyakopp/status/1795482121739354552

    https://x.com/R_H_Ebright/status/1795454118594568312

    https://www.youtube.com/watch?v=jGxSlW0NrB4

    https://www.cidrap.umn.edu/dual-use-research/feds-lift-gain-function-research-pause-offer-guidance

    https://www.washingtonpost.com/opinions/a-flu-virus-risk-worth-taking/2011/12/30/gIQAM9sNRP_story.html

    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC3484390

    https://www.thelancet.com/journals/lancet/article/PIIS0140-6736(20)30418-9/fulltext

    https://oversight.house.gov/release/new-covid-select-memo-details-allegations-of-wrongdoing-and-illegal-activity-by-dr-faucis-senior-scientific-advisor

    https://fiscaldata.treasury.gov/americas-finance-guide/national-deficit

    https://x.com/KatherineEban

    https://x.com/emilyakopp

    https://www.semafor.com/article/05/28/2024/a-dying-empire-led-by-bad-people-poll-finds-young-voters-despairing-over-us-politics

    https://www.youtube.com/watch?v=nvQTXAgtA6s

    https://s23.q4cdn.com/574569502/files/doc_financials/2025/q1/CRM-Q1-FY25-Earnings-Press-Release-w-financials.pdf

    https://www.investors.com/news/economy/federal-reserve-core-pce-inflation-gdp-q1-jobless-claims-sp-500

    https://www.nytimes.com/live/2024/05/30/nyregion/trump-trial-verdict

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

    https://www.bloomberg.com/news/articles/2024-05-30/us-gdp-grew-at-softer-pace-as-spending-inflation-marked-down

    Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

    Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls

    (0:00) Bestie intros: Recapping "General AI Hospital"

    (2:46) Scarlett Johansson vs. OpenAI

    (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations

    (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem

    (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data

    (1:02:36) New study shows plastics in testicles

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    Intro Music Credit:

    https://rb.gy/tppkzl

    https://twitter.com/yung_spielburg

    Intro Video Credit:

    https://twitter.com/TheZachEffect

    Referenced in the show:

    https://x.com/BobbyAllyn/status/1792679435701014908

    https://x.com/sama/status/1790075827666796666

    https://openai.com/index/how-the-voices-for-chatgpt-were-chosen

    https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice

    https://x.com/SydSteyerhart/status/1792981291266138531

    https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees

    https://x.com/sama/status/1791936857594581428

    https://x.com/ilyasut/status/1790517455628198322

    https://x.com/janleike/status/1790603862132596961

    https://x.com/janleike/status/1791498184671605209

    https://openai.com/index/openai-announces-leadership-transition

    https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

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

    https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat

    https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo

    https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022

    https://chamath.substack.com/p/2023-annual-letter

    https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula

    https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden

    https://fred.stlouisfed.org/series/CCLACBW027SBOG

    https://x.com/KariLake/status/1792986501820850333

    https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation

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

    https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d

    https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781

    https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x

    https://pubmed.ncbi.nlm.nih.gov/12708228

    https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247

    https://pubmed.ncbi.nlm.nih.gov/21524797

    https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133

    https://www.youtube.com/watch?v=o6yuYkfNh-k

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

    https://www.youtube.com/watch?v=r_4jrMwvZ2A

    GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

    GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

    (0:00) Bestie Intros: Recapping Phil Hellmuth's birthday weekend

    (7:38) OpenAI launches GPT-4o: better, faster, cheaper

    (29:40) Sacks demos Glue: How AI unlocked his Slack killer

    (40:12) Friedberg walks through his major breakthrough at Ohalo

    (1:01:35) Stanley Druckenmiller bets on Argentina and Javier Milei: strategy, roadmap for the US

    (1:13:54) Jason's bet on Athena, how AI will change company building

    (1:22:21) Google launches AI summaries in search

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    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.pokernews.com/news/2024/05/phil-hellmuth-60th-birthday-bash-las-vegas-45984.htm

    https://x.com/OpenAI/status/1790130703721521305

    https://x.com/OpenAI/status/1790089513387143469

    https://crfm.stanford.edu/helm/mmlu/v1.3.0/#

    https://www.businessinsider.com/inflection-implosion-chatgpt-stall-ai-consumer-chatbot-problem-2024-3

    https://www.opencompute.org

    https://glue.ai

    https://ragie.ai

    https://ohalo.com

    https://www.cnbc.com/2024/05/07/cnbc-exclusive-cnbc-transcript-billionaire-investor-stanley-druckenmiller-speaks-with-cnbcs-squawk-box-today.html

    https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula

    https://twitter.com/DavidSacks/status/1378034932006592512

    https://www.athenawow.com/jcal

    https://calacanis.substack.com/p/startup-productivity-in-the-age-of

    https://blog.google/products/search/generative-ai-google-search-may-2024

    https://www.youtube.com/watch?v=XEzRZ35urlk

    https://finance.yahoo.com/quote/GOOG

    https://startuptalky.com/apple-failed-products

    In conversation with Sam Altman

    In conversation with Sam Altman

    (0:00) Welcoming Sam Altman to the show!

    (2:28) What's next for OpenAI: GPT-5, open-source, reasoning, what an AI-powered iPhone competitor could look like, and more

    (21:56) How advanced agents will change the way we interface with apps

    (33:01) Fair use, creator rights, why OpenAI has stayed away from the music industry

    (42:02) AI regulation, UBI in a post-AI world

    (52:23) Sam breaks down how he was fired and re-hired, why he has no equity, dealmaking on behalf of OpenAI, and how he organizes the company

    (1:05:33) Post-interview recap

    (1:10:38) All-In Summit announcements, college protests

    (1:19:06) Signs of innovation dying at Apple: iPad ad, Buffett sells 100M+ shares, what's next?

    (1:29:41) Google unveils AlphaFold 3.0

    Follow Sam:

    https://twitter.com/sama

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    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/EconomyApp/status/1622029832099082241

    https://sacra.com/c/openai

    https://twitter.com/tim_cook/status/1787864325258162239

    https://openai.com/index/introducing-the-model-spec

    https://twitter.com/SabriSun_Miller/status/1788298123434938738

    https://www.archives.gov/founding-docs/bill-of-rights-transcript

    https://twitter.com/ClayTravis/status/1788312545754825091

    https://www.inc.com/bill-murphy-jr/warren-buffett-just-sold-more-than-100-million-shares-of-apple-reason-why-is-eye-opening.html

    https://www.youtube.com/watch?v=snbTCWL6rxo

    https://www.digitimes.com/news/a20240506PD216/apple-ev-startup-genai.html

    https://www.theonion.com/fuck-everything-were-doing-five-blades-1819584036

    https://blog.google/technology/ai/google-deepmind-isomorphic-alphafold-3-ai-model

    In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

    In conversation with Sheryl Sandberg, plus open-source AI gene editing explained

    (0:00) Welcoming Sheryl Sandberg and remembering Dave Goldberg

    (11:10) What led Sheryl to get involved with "Screams Before Silence"; reaction to sexual violence on and after 10/7

    (28:18) Paths forward, documentary decisions, involvement of women in protests

    (53:03) Post-interview debrief

    (59:45) Science Corner: Open-source AI gene editing with OpenCRISPR-1

    Follow Sheryl:

    https://twitter.com/sherylsandberg

    Watch Screams Before Silence:

    https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

    Follow the besties:

    https://twitter.com/chamath

    https://twitter.com/Jason

    https://twitter.com/DavidSacks

    https://twitter.com/friedberg

    Follow on X:

    https://twitter.com/theallinpod

    Follow on Instagram:

    https://www.instagram.com/theallinpod

    Follow on TikTok:

    https://www.tiktok.com/@all_in_tok

    Follow on LinkedIn:

    https://www.linkedin.com/company/allinpod

    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/fakechamath

    https://www.youtube.com/watch?v=zAr9oGSXgak&rco=1

    https://www.cnn.com/2023/11/20/opinions/sheryl-sandberg-something-we-can-all-agree-on/index.html

    https://news.un.org/en/story/2024/03/1147477

    https://thegrayzone.com/2024/03/07/media-concocts-un-hamas-rape-report/amp/

    https://www.nytimes.com/2024/01/29/world/middleeast/israel-hamas-sexual-violence-un.html

    https://github.com/Profluent-AI/OpenCRISPR

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    ➤ Drone flyover spots new Cybertruck prototype on Tesla's Fremont test track (https://youtu.be/8NkRT_y9zms)
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