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The All-In Podcast
@chamath, @jason, @davidsacks, and @friedberg cover all things economic, tech, political, social, and poker.
🚨Gavin Baker: China believes it's in an existential AI arms race with America...
... and DeepSeek employees are being tailed by CCP agents!
“They for sure believe it's existential."
"I have it on good authority that if you work for DeepSeek, you are not allowed to be in the same room as an American while you're in China."
"And you have kind of a CCP minder with you most of the time.”
"That's kind of astonishing."
55,02K
🚨Gavin Baker: Apple's ineptitude in AI is shocking, "it almost feels like they're trying to lose."
@Jason:
“Apple has bought back, let this sink in, $700B worth of shares over the past decade.”
@GavinSBaker:
“Maybe they should have spent $200B less and used that for data centers to be a real competitor in AI."
"And I just continue to be baffled, you know, they’re comfortable being late to markets, the iPhone was not the first smartphone.”
“But I’m shocked at their inaction and ineptitude in AI and how bad the products are from a user perspective. They’re terrible."
Jason:
"Siri is worse. How is that possible?”
Gavin:
“Incompetence is indistinguishable from malice, but it almost feels like they’re trying to lose."
214,02K
🚨 E238 is LIVE: two hour summer pod!
@benshapiro, @GavinSBaker, and @pdeutch fill in for @chamath and @DavidSacks
-- openai's gpt-5: why do people think it flopped?
-- ai's unlimited market
-- gpu smuggling
-- tariffs update
-- china's big advantage (and how to counter it)
-- rise in socialism in the us
-- housing crisis
-- apple's $700b in buybacks and failing ai strategy
++ much more
(0:00) bestie intros! gavin baker, ben shapiro, and phil deutch join the show
(7:32) gpt-5 underwhelms, benchmark saturation, openai's product excellence
(18:14) ai's tam, roic, and energy implications
(27:27) china's big advantage and how the us can counter it
(43:46) political parties picking winners, energy subsidy reversal, how the bureaucratic branch was created and how to fix it
(52:38) socialism, obbb impact on energy, does socialism in america rely on mamdani in nyc?
(1:10:00) tariffs update: $125b+ revenue so far, india and switzerland hit hard, trump's ad hoc approach
(1:27:51) nvidia chips being smuggled to china
(1:31:13) apple's $700b in buybacks since 2015 and failing ai strategy
(1:40:09) summer reading recommendations
144,53K
🚨 All-In Summit Speaker Announcement: Keller Rinaudo Cliffton
-- Co-Founder and CEO, Zipline
-- Largest autonomous drone delivery fleet in the world
-- Over 1.6M drone deliveries made to date
Keller will join the Besties on stage at the 2025 All-In Summit!
Tickets:
2024 Recap:
@Keller @zipline
68,15K
David Friedberg: “Why don't we let AI models get bar certified and get medically certified?”
“So if the AI models, it turns out, are actually proving to be more accurate, more thoughtful, more responsive, more reasonable, whatever metric we're using, and they pass the same criteria as one would need to pass to qualify for the bar, or to qualify for a doctor certificate, why don't we do that for the AI?”
“If that then happens, then the same privilege accrues to the AI as it does to the individual human that does it.”
“And now, if you extrapolate from where that takes us, if we're suddenly giving AI the same sort of privileged rights that we give to privileged humans, where's that gonna take us ultimately with respect to the overall rights for AI?”
73,44K
J-Cal on the endgame for AI copyright disputes
“Let's think on a societal basis of what we want.”
“Do we want a society in which journalists, writers, artists, musicians, filmmakers, actors, cannot make a living?”
“Or do we want a world in which they can?”
“As a technologist, we typically think if we can crawl it, it's ours.”
“What I can tell you as an artist is, if I make it, it's mine. And you need my permission because it's my art.”
“This is such an important point, especially to me as a content creator and somebody who spent his career in this.”
“I've been thinking about the end game.”
@Jason had his team mock up two examples of native AI integrations:
– ChatGPT box on the NYT website that allows for deep searches of the NYT archives
– Image/video generator on the Disney+ app that allows for custom narrative storytelling
99,6K
David Sacks: The AI Race is bigger than the Space Race 🇺🇸
"This was the first speech that President Trump has given on AI since the AI boom began."
"And he declared that the United States was in an AI race. It's a global competition."
"The language that he used was reminiscent of how President John F. Kennedy declared that America was in a space race, and in a similar way, President Trump declared that we had to win the AI race."
"I think you could argue that the AI race is more important than the space race."
"It's going to reshape the global economy, it's going to determine who the superpowers are of the 21st century."
During his speech, President Trump laid out three key pillars of American AI dominance:
1) Innovation (let the geniuses cook)
2) Infrastructure (energy, datacenters)
3) Exports (make US tech stack the global standard)
The president also noted that it matters HOW we win, mentioning three non-negotiables:
1) American workers have to be at the center of the prosperity created by AI
2) AI models that the government procures and buys must be free of ideological bias (no Woke AI)
3) Prevent misuse and/or theft by malicious actors
93,81K
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