logo
episode-header-image
May 2023
1h 19m

E128: Google enters AI wars, Druck’s war...

All-In Podcast, LLC
About this episode

(0:00) All-In Summit 2023 announcement!

(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma

(18:33) AI regulation updates

(23:41) Druckenmiller's warning, macro overview

(40:22) RFK Jr. feedback, pushback, conspiracy accusations

(49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential

(1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show!

Register for All-In Summit 2023:

https://summit.allinpodcast.co

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://blog.google/technology/ai/google-palm-2-ai-large-language-model

https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud

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

https://hedgefollow.com/funds/Duquesne+Family+Office

https://twitter.com/joincolossus/status/1656258955780456448

https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety

https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html

https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf

https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed

https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa

https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html

https://twitter.com/JoshWalkos/status/1655748898357477379

https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency

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

https://twitter.com/PodiumDotPage/status/1656315157952200704

Up next
Jul 4
Big Beautiful Bill, Elon/Trump, Dollar Down Big, Harvard's Money Problems, Figma IPO
(0:00) Bestie intros (2:58) Big Beautiful Bill: Senate revision, AI regulation moratorium killed (14:10) Clean energy subsidies phased out: What this means for energy production in the US (25:12) Elon/Trump; US fiscal picture post-BBB (43:26) US dollar down over 10% in 2025 (53:5 ... Show More
1h 25m
Jun 28
12 Day War, Socialism Wins in NYC, Stocks All-Time High, AI Copyright, Science Corner
(0:00) Bestie intros: The Core Four is back! (1:38) Launching All-In Tequila! (7:01) 12 Day War ends in US-led ceasefire: what it means for the future of the region (29:48) How markets digested the last few weeks in the Middle East, crucial role of energy independence (39:58) Dem ... Show More
1h 47m
Jun 21
IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate
(0:00) The Besties welcome Thomas Laffont! (3:26) State of LA, Hollywood's decline, positivity around GDP growth and AI productivity (10:19) Zuck on tilt over AI: $100M offers, Scale AI deal, hiring spree (23:58) Mag 7 AI Showdown: Ranking the most likely AI winners, biggest stoc ... Show More
1h 52m
Recommended Episodes
Jan 2024
Bitcoin Expert Saifedean Ammous on Trump’s Vow to “Never Allow” Central Bank Digital Currencies—What Are the Risks? Biden’s Illegal Bombing in Yemen Escalates. The 2nd Gentleman, in Davos, Speaks on A
TIMESTAMPS: Intro (0:00) Trump Rejects CBDCs (7:24) Interview with Saifedean Ammous (17:40) Illegal War (42:46) The Real Oppressed (1:07:43) Ending (1:30:31) - - -  Watch full episodes on Rumble, streamed LIVE 7pm ET: https://rumble.com/c/GGreenwald Become part of our Locals comm ... Show More
1h 32m
Nov 2023
198 - SUAVE Explained with Phil Daian & Andrew Miller
Phil Daian is a crypto-economic researcher! Phil is the lead author behind the landmark paper, “Flash Boys 2.0,” which introduced and defined the MEV problem in the Ethereum landscape, over 4 years ago. He is the cofounder of FlashBots, which is a research and dev organization wi ... Show More
1h 32m
May 2024
Trump Hush Money Trial Closing Arguments
Featuring: Bloomberg's Ed Baxter speaks with Hadriana Lowenkron, Bloomberg's White House and Politics Reporter, to discuss the latest updates on Donald Trump's hush money trial. Saira Malik, CIO of Nuveen discusses the latest movers on the markets. Charlie Ripley, Senior Investme ... Show More
23m 54s
Jul 2024
#436 – Ivanka Trump: Politics, Family, Real Estate, Fashion, Music, and Life
Ivanka Trump is a businesswoman, real estate developer, and former senior advisor to the President of the United States. Please support this podcast by checking out our sponsors: – Cloaked: https://cloaked.com/lex and use code LexPod to get 25% off – Shopify: https://shopify.com/ ... Show More
3h 12m
Mar 2021
Interview: Izabella Kaminska
Welcome to Making Sense.  Jeff Snider and I are joined by a very special guest, Izabella Kaminska who has accomplished many accomplished things, including being the editor of FT Alphaville, the Financial Times blog.  Though to refer to Alphaville as a mere blog, would be a gross ... Show More
1h 48m
Jul 2024
Will Biden Drop Out of the Presidential Race?
Use code 'TLDRDAILY' to get a discount off your Too Long order: https://www.toolong.news Welcome to the TLDR News Daily Briefing In today’s episode, we run through more and more Democrats becoming concerned over Biden’s candidacy. Also, we discuss French politicians dropping out ... Show More
10m 16s
Jul 2024
Trump Tape Leak, President Kamala Harris & Hunter Biden White House Advisor | PBD Podcast | Ep. 433
Patrick Bet-David, Vincent Oshana, Tom Ellsworth, and Adam Sosnick cover leaked footage of Donald Trump criticizing Kamala Harris, rumors the DNC wants to swap Biden with Harris in 2024, Hunter Biden acting as a White Hosue advisor, the media turning on RFK Jr., and shocking poll ... Show More
1h 55m
Jun 2022
Interview with Macro Alf: Is it Time to Buy Bonds? [Eurodollar University, Ep. 253]
How does a former bank trader with billions of euros in assets react to an impending recession? Is the inflection in bond yields (back down) and prices (back up) starting right now? Did the European Central Bank just warn of a re-run of the 2011-12 European Sovereign Debt Crisis? ... Show More
1 h
Feb 2024
Out Of Koch Money
Tuesday, February 27th, 2024Today, Ken Chesebro concealed secret Twitter account communications from Michigan prosecutors; Manhattan DA Alvin Bragg has asked for a gag order in the upcoming election interference hush money trial of Donald Trump; Russia tied hackers issue a ransom ... Show More
38m 13s
Feb 2024
Nationwide Cyber Attack? Cell Service Outages Reported Across U.S | PBD Podcast | Ep. 369
Patrick Bet-David, Adam Sosnick, Tom Ellsworth, and Vincent Oshana discuss whether nationwide cell outages in the U.S are the result of tech failure or a cyber attack, non-U.S. citizen Kelly Wong being appointed by the San Francisco's Board of Supervisors to city's Electi ... Show More
2h 22m