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cover of episode Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

Epstein Files Flop, State of the Market, Autonomous Robots, Trump's Gold Card, Friedberg on Jeopardy

2025/3/1
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

AI Deep Dive AI Chapters Transcript
People
B
Brett Adcock
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 Friedberg
美国企业家、商人和天使投资者,创立并领导了The Climate Corporation和The Production Board。
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人,投资过多家知名初创公司,并主持多个影响广泛的播客节目。
J
Jeff Bezos
Topics
Jason Calacanis: 我认为节目的质量在于对话,而不仅仅是观点的表达。我通过订阅模式控制了Twitter上的回复,减少了垃圾信息的干扰。我认为FBI是否有权隐瞒信息是一个重要问题。我认为通过教育让更多人成为合格投资者,可以促进创业和资本市场的流动性。我认为美国邮政服务应该进行改革,减少浪费并提高效率。 David Friedberg: 我在《名人危险边缘》节目中表现出色,赢得了比赛。在《危险边缘》节目中,我遇到了关于非洲地理的问题,恰好我前一天晚上与朋友讨论过这个话题。我在《危险边缘》节目中感到紧张,因为大脑会出现短暂的空白。 Chamath Palihapitiya: 我认为机器人技术的通用AI和执行器还不够成熟,需要几年时间才能广泛应用。我认为Stripe的生态系统价值被低估了,尤其是其围绕支付构建的附加产品。我认为AI公司的收入增长速度远超传统SaaS公司,显示出市场的效率。我认为当前市场存在很多不确定性,可能会经历一段时间的调整。我认为特朗普的黄金签证计划是一个伟大的提议,可能会吸引大量投资者。我认为让非专业投资者参与私人市场投资可能会导致他们被不良资产欺骗。我认为当前的市场规则更倾向于保护资产所有者,而不是普通投资者。我担心长期紧缩政策可能导致民众不满。 Brett Adcock: 我公司Figure的机器人将在今年年中至年底进行家庭测试。 Jeff Bezos: 我认为《华盛顿邮报》应该更多地关注自由市场和公民自由的议题。

Deep Dive

Chapters
The release of the Epstein files was expected to be a significant revelation, but it turned out to be underwhelming. The conversation explores the reasons behind the FBI withholding information and the potential implications of the files.
  • The FBI withheld thousands of pages related to the Epstein investigation.
  • There are concerns regarding the discretion allowed to the FBI in withholding information.
  • The discussion involves the implications of potential deep state cover-ups.

Shownotes Transcript

(0:00) Bestie intros

(1:41) Epstein files first release underwhelms

(4:40) Friedberg recaps his experience on Celebrity Jeopardy!

(14:22) State of autonomous robots

(21:06) Comparing annual reports from Stripe and Adyen; Stripe's network effects, stablecoin infra, and the pace of AI company building

(29:12) State of the market: stocks, tariffs, spending bill, the "great reset"

(49:07) Trump's Gold Card

(56:19) Sophisticated investor test, changing accreditation laws

(1:06:57) USPS, Bezos refocuses the WaPo's opinion page

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Intro Video Credit:

https://x.com/TheZachEffect)

Referenced in the show:

https://x.com/bennyjohnson/status/1895195194947183047)

https://x.com/adcock_brett/status/1895175400160133543)

https://x.com/markjeffrey/status/1892735775550406828)

https://x.com/pitdesi/status/1895117427480109238)

https://x.com/jmover/status/1895129169882661100)

https://coinmarketcap.com/currencies/tether)

https://coinmarketcap.com/currencies/usd-coin)

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

https://www.cnbc.com/2025/02/12/cpi-january-2025.html)

https://x.com/StealthQE4/status/1894227465616171361)

https://www.youtube.com/watch?v=7-ttACozP8s)

https://www.cnbc.com/quotes/US10Y)

https://x.com/chamath/status/1888371069322686895)

https://polymarket.com/event/how-many-gold-cards-will-trump-sell-in-2025/will-trump-sell-2pt5k-5k-gold-cards-in-2025?tid=1740688723350)

https://x.com/Jason/status/1706067572226244789)

https://www.washingtonpost.com/business/2025/02/20/trump-usps-takeover-dejoy/)

https://x.com/Jason/status/1894412028279693546)

https://x.com/JeffBezos/status/1894757287052362088)