masa son

(0:00) Sacks Tequila Tasting!

(1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback

(15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model

(51:24) The risks of companies issuing stock option loans

(1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability

(1:31:46) Takeaways from Tucker's Putin interview

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://companiesmarketcap.com/page/1

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

https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09

https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119

https://blog.google/products/gemini/bard-gemini-advanced-app

https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0

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

https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18

https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13

https://twitter.com/OpenAI/status/1758192957386342435

https://twitter.com/CultureCrave/status/1758212761748980089

https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024

https://twitter.com/nathanbenaich/status/1758036247115608317

https://twitter.com/natfriedman/status/1758143612561568047

https://twitter.com/OfficialLoganK/status/1758198997590618550

https://huggingface.co/spaces/tsujuifu/ml-mgie

https://huggingface.co/stablediffusionapi/juggernaut-xl

https://twitter.com/jrichlive/status/1757258553688256895

https://twitter.com/jrichlive/status/1493392725814566914

https://twitter.com/chamath/status/1757537426019598418

https://twitter.com/elonmusk/status/1757537968083075137

https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms

https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl

https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report

https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country

https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference

https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024

https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007

https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html

https://twitter.com/wikileaks/status/1497207251785818114

https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html

First Jason and Molly cover FTX CEO SBF buying 7.6% of $HOOD (1:57), SoftBank’s $13B loss (8:29), Twitter’s exec layoffs (14:55) & give a deal update (21:50). Then Producer Rachel chats with Nicole Ruiz is an investor at Compound VC, a thesis-driven, research-centric investment firm (35:34). Together, they talk about her untraditional path to VC, their investment in Pear Bio, the importance of being a skilled researcher, and more.

(00:00) Cold open
(1:57) 4-for-5 Friday: SBF buys 7% of $HOOD
(8:29) SoftBank loses $13B
(13:51) OurCrowd - Check out the deal of the week at https://ourcrowd.com/twist
(14:55) Twitter layoffs start
(20:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist
(21:50) Twitter deal on hold
(30:29) Gun.io - Get $250 off your first developer hire at https://Gun.io/twist!
(31:45) Toss to this week’s OK Boomer
(35:34) OKB with Producer Rachel and Nicole Ruiz of Compound VC
(31:45) Toss to this week’s OK Boomer
(35:34) OKB with Producer Rachel and Nicole Ruiz of Compound VC

Follow Nicole: https://twitter.com/nwilliams030

FOLLOW Jason: https://linktr.ee/calacanis

FOLLOW Molly: https://twitter.com/mollywood