logo
episode-header-image
May 2024
1h 30m

Scarlett Johansson vs OpenAI, Nvidia's t...

All-In Podcast, LLC
About this episode

(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

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
Mar 2024
ROLLUP: Memecoin Mania | Solana ATH? | Blackrock Ethereum Fund
Bankless Friday Weekly Rollup 3rd Week of March ------ 📣SPOTIFY PREMIUM RSS FEED | USE CODE: SPOTIFY24  https://bankless.cc/spotify-premium  ------ BANKLESS SPONSOR TOOLS: 🐙KRAKEN | MOST-TRUSTED CRYPTO EXCHANGE https://k.xyz/bankless-pod-q2    ⁠  🔗CELO | CEL2 COMING SOON https ... Show More
1h 12m
Feb 2024
ROLLUP: $ETH 3k! | TradFi Stonks ATHs | $STRK Now Live | Yuga Acquires PROOF
Last Week of February 2024 ------ 🏹 USE PODCAST24 FOR 10% OFF https://bankless.cc/Citizen2024   ------ 📣SUI | Register for Sui Basecamp https://bankless.cc/sui-basecamp    ------ 🎧Listen On Your Favorite Podcast Player:  https://bankless.cc/podcast  ------ BANKLESS SPONSOR TOO ... Show More
1h 10m
May 2024
Be fundamentally different, not incrementally better | Jag Duggal (Nubank, Facebook, Google, Quantcast)
Jag Duggal is chief product officer at Nubank, a decacorn neobank founded in Brazil. It’s valued at over $30 billion, is bigger than Coinbase, Robinhood, Affirm, and SoFi combined, has 100 million customers (more than Bank of America!) while only operating in three countries in L ... Show More
1h 35m
May 2024
LIQUIDITY: Major challenger to OpenAI, xAI, closing on $6B in funding | E1944
This Week in Startups is brought to you by… OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at https://www.openphone.com/twist⁠ NetSuit ... Show More
1h 5m
Feb 2024
AMD Bringing It Back
► Thanks to Soylent for sponsoring today’s video! The first 500 people to use this link and code UFDTECH30 will get 30% off their first subscription with Soylent: https://bit.ly/3rIUQz4 ► Check out today's hottest tech deals here: https://www.ufd.deals/ https://geni.us/muB9e ... Show More
12m 12s
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 2022
Fed says QE is Really Very Super Extra Terrific [Eurodollar University, Ep. 187]
The US government bond market appears to be out of step with CPI, a booming economy and money printing by central banks - what gives? We review two Federal Reserve officials explain that QE is very, really, super powerful (and that's why the bond market signals are haywire).----- ... Show More
24 m
Nov 2021
Red or Blue Pill? Bonds say Powell will opt for Blue [Eurodollar University, Ep. 168]
PART 01: Jay Powell has been nominated by President Biden to serve another term as the Federal Reserve chair. Though his nomination has not even been heard by the US Congress, another group of people has already passed judgement on the second term: the bond market (and they say i ... Show More
59 m
Jul 2024
Tech We'd Like to See Improved!
This week, Marques, Andrew, and David discuss a few quick news items including Instagram's "Made By AI" tag and a new app that makes the trash can on Mac a little more realistic. Then we bring back the "Wish List" segment by ranking the ones you all submitted to us! After that we ... Show More
1h 29m
May 2024
🏒🏀 “New York Sports, Inc.” — Madison Square Garden’s playoff stock pop. GameStop’s return of the kitty. OpenAI’s ease-of-use.
With the Knicks and Rangers deep in the playoffs for the first time in decades, MSG Sports stock is winning right now — But it suffers from the Diva Discount (we’re talking James Dolan).Sam Altman and OpenAI just announced their newest AI breakthrough: GPT4o — But this isn’t abou ... Show More
24m 41s