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cover of episode DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

2025/1/31
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg
AI Deep Dive AI Chapters Transcript
People
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
F
Freeburg
F
Friedberg
J
Jason
参与Triple Click播客，讨论RPG游戏党员设定。
T
Travis Kalanick
Z
Zach
Topics
Freeburg: 我认为雷·达里奥在他的新书中谈论了很多关于不同国家债务周期发生的事情的历史背景。基本上,在书的结尾,他给出了一个我认为非常重要的建议,那就是设法让美国的净赤字(包括利息支出在内的所有支出净额)大致达到GDP的3%。我认为,随着政府更迭,这个建议非常及时。无论如何,这些都是需要讨论的重要话题,这是一本非常重要的书。 Ray Dalio: (书中观点) 美国应该将净赤字控制在GDP的3%左右。

Deep Dive

Shownotes Transcript

(0:00) The Besties intro Travis Kalanick!

(2:11) Travis breaks down the future of food and the state of CloudKitchens

(13:34) Sacks breaks in!

(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry

(50:14) US vs China in AI, the Singapore backdoor

(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor

(1:10:37) DOGE's first 10 days

(1:25:13) Future of Self Driving: Uber, Waymo, Tesla

(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts

(1:44:17) Fatal DC plane crash

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https://x.com/travisk)

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https://x.com/chamath)

https://x.com/Jason)

https://x.com/DavidSacks)

https://x.com/friedberg)

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https://x.com/theallinpod)

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Intro Music Credit:

https://rb.gy/tppkzl)

https://x.com/yung_spielburg)

Intro Video Credit:

https://x.com/TheZachEffect)

Referenced in the show:

https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf)

https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m)

https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html)

https://x.com/shrihacker/status/1884414667503853749)

https://x.com/balajis/status/1884975064283812270)

https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024)

earnings-call-transcri

https://x.com/mrexits/status/1885017400308806121)

https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5)

https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3)

https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt)

https://x.com/rauchg/status/1875627666113740892)

https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6)

https://x.com/satyanadella/status/1883753899255046301)

https://en.m.wikipedia.org/wiki/Jevons_paradox)

https://x.com/pitdesi/status/1883192498274873513)

https://x.com/rihardjarc/status/1884263865703358726)

https://x.com/austen/status/1884444298130674000)

https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html)

https://x.com/america/status/1884372526144598056)

https://x.com/DOGE/status/1884396041786524032)

https://fred.stlouisfed.org/series/FYFSD)

https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency)

https://x.com/Jason/status/1884671945800573018)

https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633)

https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html)

https://x.com/chamath/status/1885068981905875241)