Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
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What is the main topic discussed in this episode?
How do I sound? You sound perfect. You sound great. How do I look?
What are the implications of the SpaceX-Anthropic deal?
Yeah, you sound great.
Better than you look. You have that face made for radio. You don't look as tired as you have in recent weeks. That's true.
Oh, really? Oh, yeah. Somebody was slagging me for the bags in front of my eyes. I mean, this audience is brutal. They're brutal. They're brutal.
It's a good thing I'm rich.
Let your winners ride. Rain Man, David Sasson.
All right, everybody.
Welcome back to the number one podcast in the world. It's the All In Podcast. With us today, Shamath Palihapitiya, David Sachs, and... Our fifth bestie, Mr. Brad Gerstner, is here. I think David Freeberg is suffering from some socialist-related flu. He's very sick of reading about socialism. But he'll be back next week with two incredible, incredible interviews.
Is Anthropic becoming the next AI monopoly?
You guys see those Spencer Pratt ads? Wow. It's one of the best political ads I've ever seen.
Oh, there's like three or four of them. There are multiples.
Whoever that social media team is, is on fire. If you get a good social media team and you get a good ad production team, I think it's next gen because these things go crazy. And Spencer Pratt, if he wins this election, which I think he's going to in Los Angeles, the reason is what Brad said. Those ads are incredible.
What concerns are raised about AI safety and regulation?
Well, he's also quite a good debater. Did you see clips from this debate? Incredible.
He's so funny. He's so chill.
Yeah, well, he's up against Karen Bass, who's the mayor, who is basically extremely left wing. And then there's someone who's a city councilwoman who's even further to the left of Karen Bass. I mean, she's often like Fidel Castro territory. She's an Indian Fidel Castro. Raman. So she was basically, I guess, criticizing the mayor for the homelessness problem. And then Pratt pointed out that this councilwoman is actually in charge of all these homeless programs already.
Yeah.
He eviscerated her. He eviscerated her. And he basically made the key point, which is, look, the problem here is not lack of housing. It's an addiction issue and it's a mental illness issue.
How can AI positively impact healthcare and education?
And he said, look, if you... He said if she went to the street, she'd get stabbed in the neck.
Yeah. Which is pretty accurate if you've been to Skid Row. I mean, you would not want to walk through there. It was like the Spider-Man photo. Wait, Nick's got the clip.
Play the clip, Nick. Oh, God.
What is the current state of the AI market and economy?
This clip is brutal. This is a different clip, but this went super viral. It reminded me of Trump a little bit. Let's see.
I'm not sure how to respond to that vision of Los Angeles. This is a MAGA Republican's idea of what Los Angeles looks like. This is really not.
Unbelievable. For those of you listening, he put his hands up and wiggled his head like, oh, my God. Hey, Sacks, you know, Stephen Pratt wins mayor.
How are companies responding to the AI boom?
Spencer Pratt. And then, you know, the ballot initiative, the Retirement Protection and Savings Act, right, is going to pass, going to pass with big numbers. This is the, you know, referendum that effectively is going to knock out the wealth tax. Can you imagine if California... effectively passes a constitutional amendment protecting retirement savings and personal assets and banning the wealth tax and crack gets elected, the message that would send to the country, that's a very non-consensus view that I'm becoming increasingly optimistic about. Well, from your lips to God's ears. But until that message actually is sent, I think I'm going to be in Texas, in Texas.
Well, I mean, this is also in the face of, I don't know, just a follow up story here. But Mondami did like an attack video on Ken Griffin's house. We talked about it on the pod a couple of weeks ago and like literally stood in front of his house, pointed at it. And this is in the face of like a CEO getting shot for ideological reasons. Sam Altman's house being targeted. This is like a really dangerous thing for Mondami to do. And Ken Griffin came out today or yesterday in an interview and said, hey, listen, I'm out. We're going to be putting our efforts into Florida. And this is the same thing that happened to Chicago.
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Chapters
8 chapters
1
What is the main topic discussed in this episode?
0:00–0:03
2
What are the implications of the SpaceX-Anthropic deal?
0:03–1:05
3
Is Anthropic becoming the next AI monopoly?
1:05–1:30
4
What concerns are raised about AI safety and regulation?
1:30–2:17
5
How can AI positively impact healthcare and education?
2:17–2:32
6
What is the current state of the AI market and economy?
2:32–2:59
7
How are companies responding to the AI boom?
2:59–14:41
8
What does the potential 'FDA for AI' mean for the industry?
14:41–1:21:48
Speakers
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Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
Bill Gurley: Searching for Feynman
Jared Isaacman: A New Era for NASA and American Space Exploration