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2025/6/21
All-In with Chamath, Jason, Sacks & Friedberg
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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。
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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。
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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。
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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。
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Thomas LaFont
Thomas LaFont: 我认为AI有潜力显著提高生产力，并加速GDP的增长。美国更有可能率先从AI中获得经济利益，各个行业，包括医疗保健，都将经历由AI驱动的效率提升。我们应该关注AI在未来5到10年内可能带来的生产力改善。
Jason Calacanis: 我认为洛杉矶的经济依赖于娱乐业，但该行业正在衰退。除非绝对必要，否则我们不会在洛杉矶拍摄，因为法规使得在加州拍摄不经济。我们需要认识到，加州并非在所有领域都具有优势。
David Friedberg: 我认为如果医生能够利用AI降低成本并提高效率，诊断护理将变得更加普及，从而促进GDP增长。AI在医疗保健领域的应用是一个很好的例子，说明了如何通过技术创新来改善服务和促进经济增长。
Deep Dive
Los Angeles's restaurant industry is recovering slower than the national average, and film production is down 50% from its peak. This is attributed to a combination of economic factors, secular decline in the entertainment industry, and unfavorable regulations and costs compared to other filming locations. The difficulties in finding staff are also mentioned.
- LA restaurants are 50% behind on post-COVID recovery compared to the national average
- Film production in LA is down 50% from its peak
- Other locations offer better deals and faster production times
- Regulations and high costs make filming in LA uneconomical
Shownotes Transcript