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All-In with Chamath, Jason, Sacks & Friedberg

Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

Fri, 11 Jul

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Description

(0:00) The Besties welcome Travis Kalanick and Keith Rabois! (3:02) Travis on Pony.ai / Uber rumors and the state of Cloud Kitchens (18:51) xAI launches Grok 4, learning "The Bitter Lesson" in AI (40:36) How Grok can catch ChatGPT in usage, OpenAI's product excellence (46:27) Perplexity and OpenAI building AI-native browsers and taking on Chrome (58:01) Elon's "America Party": is now the right time for a third party, and could he make an impact in 2026? (1:13:12) SCOTUS backs Trump over federal government RIF plans Follow the Keith: https://x.com/rabois Follow the Travis: https://x.com/travisk Get The Besties All-In Tequila: https://tequila.allin.com Join us at the All-In Summit: https://allin.com/summit Summit scholarship application: http://bit.ly/4kyZqFJ Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.nytimes.com/2025/06/26/technology/uber-travis-kalanick-self-driving-car-deal.html https://www.youtube.com/watch?v=ZW5fJikPmfM https://grok.com https://www.youtube.com/watch?v=_wTA90BYo30 https://techcrunch.com/2025/01/08/elon-musk-agrees-that-weve-exhausted-ai-training-data https://x.com/ArtificialAnlys/status/1943166841150644622 https://x.com/elonmusk/status/1943192643439337753 http://www.incompleteideas.net/IncIdeas/BitterLesson.html https://x.com/chamath/status/1943177837956968499 https://techcrunch.com/2025/07/09/perplexity-launches-comet-an-ai-powered-web-browser https://x.com/perplexity_ai/status/1942969263305671143 https://x.com/elonmusk/status/1941584569523732930 https://polymarket.com/event/will-elon-register-the-america-party-by https://ropercenter.cornell.edu/presidential-approval/highslows https://news.gallup.com/poll/651278/support-third-political-party-dips.aspx https://www.whitehouse.gov/presidential-actions/2025/02/implementing-the-presidents-department-of-government-efficiency-workforce-optimization-initiative https://www.scotusblog.com/2025/07/supreme-court-allows-trump-administration-to-implement-plans-to-significantly-reduce-the-federal-workforce https://www.afge.org/article/summary-of-afge-lawsuits-against-trump--how-litigation-works https://cei.org/publication/10kc-2025-numbers-of-rules https://www.netflix.com/tudum/articles/american-manhunt-osama-bin-laden-release-date-news

Audio
Transcription

Full Episode

0.031 - 24.846 Keith Rabois

I have a very funny story to tell you, Jason. Where have you been? I've been trying to text you. You've been offline. What's going on? Where have you been? I've been working feverishly, but yesterday I had to go to prepare for some meetings that I have on Sunday, which I can't tell you about. But Nat and I went to Pasalaqua, which is in Lake Como, which is, I mean, it's stunning.

0

24.946 - 32.32 Keith Rabois

The grounds are stunning. The hotel is stunning. If you have a chance to go to Lake Como, Anyways, this is us at Paso Lacoa.

0

32.9 - 37.105 Travis Kalanick

Who's the beautiful woman there? Is that the woman who owns it or something? Is that the queen? No, that's not.

0

37.525 - 45.013 Keith Rabois

But the best part is we had such a good time. You know how they have like a registry book to leave a message? Sure. So I left a message.

0

46.794 - 59.367 Travis Kalanick

Here we go. What a truly magnificent place. Above and beyond any expectation we had. Go below that stop for me. Thank you. We took everything for free.

59.735 - 65.466 Keith Rabois

We took everything from Freiburg. Great. Awesome. Jason, the hangers. Okay.

65.486 - 68.011 Travis Kalanick

The bags. The laundry bags.

68.031 - 68.893 Keith Rabois

Did you get the robes?

68.953 - 71.838 Travis Kalanick

The toothpaste, the robes, the slippers.

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