All-In PodcastE166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
Episode Details
EPISODE INFO
- Released
- February 17, 2024
- Duration
- 1h 43m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Sacks Tequila Tasting! (1:19) Nvidia's market cap surpasses Google, ARM's stock rips, Masa's big comeback (15:36) Mind-blowing Sora demos: breaking down OpenAI's new text-to-video model (51:24) The risks of companies issuing stock option loans (1:04:57) Biden's cognitive decline, should the Democrats find a replacement? Plus, third party viability (1:31:46) Takeaways from Tucker's Putin interview Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://companiesmarketcap.com/page/1 https://www.google.com/finance/quote/NVDA:NASDAQ https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09 https://www.ft.com/content/81ac0e78-5b9b-43c2-b135-d11c47480119 https://blog.google/products/gemini/bard-gemini-advanced-app https://www.wsj.com/tech/ai/sam-altman-seeks-trillions-of-dollars-to-reshape-business-of-chips-and-ai-89ab3db0 https://www.google.com/finance/quote/ARM:NASDAQ https://www.reuters.com/markets/deals/softbank-buys-vision-funds-stake-arm-valuation-64-bln-sources-2023-08-18 https://www.reuters.com/breakingviews/arms-weirdly-high-valuation-has-legs-2024-02-13 https://twitter.com/OpenAI/status/1758192957386342435 https://twitter.com/CultureCrave/status/1758212761748980089 https://blog.google/technology/ai/google-gemini-next-generation-model-february-2024 https://twitter.com/nathanbenaich/status/1758036247115608317 https://twitter.com/natfriedman/status/1758143612561568047 https://twitter.com/OfficialLoganK/status/1758198997590618550 https://huggingface.co/spaces/tsujuifu/ml-mgie https://huggingface.co/stablediffusionapi/juggernaut-xl https://twitter.com/jrichlive/status/1757258553688256895 https://twitter.com/jrichlive/status/1493392725814566914 https://twitter.com/chamath/status/1757537426019598418 https://twitter.com/elonmusk/status/1757537968083075137 https://www.ipsos.com/en-us/majority-americans-think-both-biden-and-trump-are-too-old-serve-second-terms https://thehill.com/homenews/media/4446630-biden-wont-sit-for-interview-with-cbs-before-super-bowl https://www.foxnews.com/politics/special-counsel-hur-testify-publicly-damning-report-revealed-bidens-memory-age-issues-report https://babylonbee.com/news/man-ruled-too-senile-to-stand-trial-still-fine-to-run-country https://fortune.com/2024/02/09/joe-biden-memory-confuses-egypt-mexico-press-conference https://www.documentcloud.org/documents/24414255-report-from-special-counsel-robert-k-hur-february-2024 https://www.usatoday.com/story/news/politics/elections/2024/02/13/kamala-harris-says-shes-ready-to-serve-as-president/72581992007 https://www.nytimes.com/1997/02/05/opinion/a-fateful-error.html https://twitter.com/wikileaks/status/1497207251785818114 https://www.nytimes.com/2024/02/09/us/politics/biden-putin-tucker-carlson-peace.html #allin #tech #news
SPEAKERS
Jason Calacanis
hostDavid Friedberg
hostChamath Palihapitiya
hostGuest
guest
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Jason Calacanis and David Sacks, E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more explores all-In dissect AI boom, Sora shock, Biden age, and geopolitics The hosts explore the scale and sustainability of the AI boom, focusing on Nvidia, ARM, and Masayoshi Son’s SoftBank strategy, while debating whether markets are under- or overestimating long-term AI demand.
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