cover of episode Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

2024/4/26
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 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。
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。
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。
Topics
Jason Calacanis: 分享了有人通过倒卖高档餐厅预订赚取高额利润的案例,并讨论了获得餐厅预订的技巧。 Chamath Palihapitiya: 分享了多个获得餐厅预订的技巧,并强调了付现金小费的重要性,以及如何巧妙地将小费行为包装成寻求帮助而不是行贿。 David Sacks: 认为Chamath的小费行为实际上是行贿,并对这种行为进行了批判。 Jason Calacanis: 讨论了Chamath慷慨支付小费的习惯。 Chamath Palihapitiya: 分享了他获得餐厅预订的技巧,以及他更喜欢把钱给服务人员而不是捐给慈善机构的原因,并分享了他过去使用硬币支付小费的经历。 David Sacks: 对Chamath的小费行为进行了进一步的批判,认为这是一种贿赂行为。

Deep Dive

Chapters
Meta ha adoptado por completo la IA de código abierto, lanzando Llama 3 y obteniendo acceso a una gran cantidad de datos de refuerzo de aprendizaje humano de sus aplicaciones. Esto podría permitirles interrumpir el negocio de búsqueda de Google al obtener una parte significativa del mercado.
  • Meta ha adoptado por completo el código abierto para la IA.
  • Llama 3 ya se encuentra entre los dos modelos principales en la tabla de clasificación de Hugging Face.
  • Meta está integrando una función de búsqueda/IA en Instagram, Facebook y WhatsApp.
  • Meta podría ganar 10 puntos de cuota de mercado de búsqueda, lo que supondría un valor de 150.000 millones de dólares en capitalización de mercado.

Shownotes Transcript

(0:00) Bestie Intros: Reservation Tips!

(5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings

(22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years

(47:25) FTC bans noncompetes: impact on startups and company formation

(1:00:33) Besties reminisce on their encounters with Steve Jobs

(1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done?

(1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets

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)

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https://www.instagram.com/theallinpod)

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Intro Music Credit:

https://rb.gy/tppkzl)

https://twitter.com/yung_spielburg)

Intro Video Credit:

https://twitter.com/TheZachEffect)

Referenced in the show:

https://ai.meta.com/blog/meta-llama-3)

https://huggingface.co/meta-llama/Meta-Llama-3-8B)

https://about.fb.com/news/2024/04/introducing-our-open-mixed-reality-ecosystem)

https://about.fb.com/news/2024/04/meta-ai-assistant-built-with-llama-3)

https://www.cnn.com/2024/04/25/investing/meta-stock-plunges-ai-spending/index.html)

https://www.youtube.com/watch?v=kiMTRQXBol0)

https://twitter.com/AravSrinivas/status/1781099224169320500)

https://wow.groq.com/12-hours-later-groq-is-running-llama-3-instruct-8-70b-by-meta-ai-on-its-lpu-inference-enginge)

https://twitter.com/lauramaywendel/status/1782040453266710551)

https://twitter.com/naveengrao/status/1781491370114633816)

https://twitter.com/winglian/status/1783456379199484367)

https://www.meta.ai)

https://twitter.com/chamath/status/1780302197772952049)

https://electrek.co/2024/03/16/tesla-full-self-driving-beta-v12-finally-rolls-out)

https://www.reuters.com/business/autos-transportation/tesla-cuts-price-full-self-driving-software-by-third-8000-2024-04-21)

https://fortune.com/2024/04/15/elon-musk-tesla-cut-10-percent-global-workforce-14000-employees-slowing-ev-demand)

https://www.reuters.com/business/autos-transportation/tesla-take-shareholder-vote-shifting-incorporation-texas-musk-says-2024-02-01)

https://www.ft.com/content/46aac746-4a54-437f-a0b7-9b81b154c21d)

https://www.google.com/finance/quote/TSLA:NASDAQ)

https://www.cnbc.com/2024/04/24/tesla-stock-up-after-elon-musk-says-new-affordable-ev-models-coming.html)

https://www.tesla.com/blog/master-plan-part-deux)

https://twitter.com/chamath/status/1776663647735218491)

https://digitalassets.tesla.com/tesla-contents/image/upload/IR/TSLA-Q1-2024-Update.pdf)

https://www.cnbc.com/2024/04/25/gdp-q1-2024-increased-at-a-1point6percent-rate.html)

https://palmetto.com)

https://www.youtube.com/watch?v=pja_n8ThDsU)

https://www.fastcompany.com/90972171/cruise-suspends-driverless-vehicle-operations-in-san-francisco-after-dmv-revokes-permit)

https://twitter.com/DavidSacks/status/1777496946263134414)

https://www.nytimes.com/2023/11/03/technology/cruise-general-motors-self-driving-cars.html)

https://thehill.com/business/4615452-ftc-votes-to-ban-non-compete-agreements)

https://www.ftc.gov/news-events/news/press-releases/2024/04/ftc-announces-rule-banning-noncompetes)

https://www.techemails.com/p/steve-jobs-emails-adobes-ceo)

https://venturebeat.com/business/how-steve-jobs-felt-betrayed-by-eric-schmidt-over-googles-android)

https://www.youtube.com/watch?v=CWOt9Cjq2mw)

https://www.theverge.com/2024/4/24/24139036/biden-signs-tiktok-ban-bill-divest-foreign-aid-package)

https://abcnews.go.com/Politics/senate-returns-95b-foreign-aid-package-ukraine-israel/story?id=109506150)

https://www.cnbc.com/2023/12/06/tiktok-parent-bytedance-offers-share-buyback-at-268-billion-valuation.html)

https://www.theinformation.com/articles/bytedance-exploring-scenarios-for-selling-tiktok-without-algorithm?rc=pxkrxo)

https://www.aclu.org/press-releases/senate-reauthorizes-and-expands-section-702-surveillance)

https://twitter.com/DavidSacks/status/1783220583075111401)

https://www.wsj.com/tech/tiktok-ban-chinese-owners-bytedance-1a857a06)

https://x.com/MsMelChen/status/1783524423963697262)

https://x.com/Jason/status/1783556155924705388)

https://x.com/Jason/status/1783604248569360516)

https://www.atr.org/biden-calls-for-44-6-capital-gains-tax-rate-highest-capital-gains-tax-since-its-creation-in-1922)

https://home.treasury.gov/system/files/131/General-Explanations-FY2025.pdf)

https://www.bloomberg.com/news/articles/2024-04-24/tax-on-rich-to-save-social-security-popular-with-swing-state-voters-poll)

https://balajis.com/p/all-it-takes-is-all-you-got)

https://twitter.com/maceskridge/status/1783290784311058788)