(0:00) Bestie intros! Jato Caelin
(1:36) Groq update!: The key metric developer platforms should care about
(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more
(29:17) How bloated HR departments slow down companies
(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?
(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups
(1:13:06) Reddit S-1 breakdown
(1:22:52) The Apple Car is dead: Apple cancels Project Titan
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://www.google.com/finance/quote/GOOG:NASDAQ
https://twitter.com/PirateWires/status/1762842476744708171
https://twitter.com/lulumeservey/status/1762864255437516932
https://x.com/pmarca/status/1762532979317043515
https://twitter.com/shellenberger/status/1762900581134557636
https://twitter.com/shaunmmaguire/status/1760885099984261564
https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22
https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini
https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm
https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf
https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month
https://www.google.com/finance/quote/TLPFY:OTCMKTS
https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language
https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html
https://twitter.com/balajis/status/1763067849218850939
https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2
https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
E97: SPAC updates, public/private market overview, Putin's end game & more
E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
E95: Winter is Coming, Europe's energy crisis, Kim Kardashian's new PE firm & more
E94: NFT volume plummets, California's overreach, FBI meddling, climate change & national security
E93: Twitter whistleblower, cloud security vulnerabilities, student debt forgiveness & more
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
E89: GDP growth negative in Q2, $SHOP layoffs, Alzheimer's fraud, Ginkgo acquires Zymergen & more
E88: First principle politics, China chaos & outlook, state of private/public markets & more
E87: Emerging markets, Sri Lanka, 9.1% CPI, market sentiment, NASA's Webb telescope & more
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
#AIS: Palmer Luckey on Anduril
#AIS: Bestie AMA with Valor's Antonio Gracias
#AIS: Opening chat with Miami Mayor Francis Suarez
#AIS: Joe Lonsdale on the problem with higher education
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
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