All-In Podcast

"Four more Notion, four more Google Docs. So, it's almost like we added four employees."

"I did five MeO-DMT, which is the most powerful psychedelic on the planet. Somewhere between five and 10 times more powerful than DMT."

"I was so blown away with FSD that in the last week, we bought two more Model X's. So now everyone in my family, we're all on Tesla because the experience is so good."

"If I just subjectively compare my experience with 5-MeO to you having a better diet and exercising every day and sleeping well and doing the sauna and doing hyper oxygen therapy, this was more efficacious than all of them."

"I think it happened with Opus4. That was the inflection point when models started being amazingly good at orchestration and reasoning and tool calls."

"Hey, I want to build my network... She's like, 'Okay, I got the results.' And they said, 'Where do you want me to put them?' I was like, 'Well, where can you put them?' And it said, 'I could write you a CRM.' And I was like, 'Yeah, sure. Make me a CRM system.' And it made me a CRM system."

"Four more Notion, four more Google Docs. So, it's almost like we added four employees."

"This is no different than one of our chip designers who says, 'Guess what? I'm just going to use paper and pencil. I don't think I'm going to need any CAD tools.'"

"Uber the biggest success of my investment career like they bent rules too"

"We with our agents hit $300 a day per agent using the Claude API like instantly"

"every Google doc, every Salesforce data confluence, you know. So now the data is all aggregated"

"We've bought the Mac Studios and we're now running on some of them."

"We've actually now created like three or four of these agents. We've bought the Mac Studios and we're now running on some of them."

"We had to open up SaaS accounts for these four agents. So, actually our SaaS spend went up in the short to midterm because we opened up four more Slack enterprise versions."

"Oh, here's your PolyMarket. So, Matt Mayan announced this morning very late entry to the gubernatorial race."

"I actually like watching videos of police wearing body cams on YouTube and TikTok."

"You can put it on your Mac Mini. You run this like a server."

"Obviously, there'll be opportunities for other companies as well, but I think this is going to be such a big product that it may become the dominant form factor of AI, meaning more popular than the sort of research-oriented chatbot. Speaking from the policy point of view, I think it's going to change the policy debate around AI because so much of the policy debate over AI is about fighting the last set of battles around social media for those of us who are using G Suite and so on."

"In the last week, we bought two more Model X's. So now everyone in my family, we're all on Tesla."

"I actually like watching videos of police wearing body cams on YouTube and TikTok."

"So, Gmail, Notion, Slack, WhatsApp, maybe even your password manager."

"I was so blown away with FSD that in the last week, we bought two more Model X's."

"every Salesforce data confluence, you know. So now the data is all aggregated"

"Claude Computer Use this week kind of blew people's mind. I was using it earlier this week and I'm authenticating on Gmail, Notion, my desktop files."

"I got my sleep score. I am a pillow princess like you, Dr. Oz. I hear that you're extreme about your sleep."

"I'm taking my Eight Sleep data, my Whoop data, my blood panels, and I'm putting it into all four of the major ones, asking it."

"he heard about this diabetes drug Ozempic and that he was going to give it a shot. He dialed the pen all the way up, puked, dialed it back down, lost his visceral fat."

"I was one of the original angel investors in Robin Hood and I think they're doing Kelsey, too"

"I like PrizePicks. I use PrizePicks to bet on Nick's parlays"

"I feel like he has very interesting takes that not a lot of people say or he's not scared to talk about what real things are. And I feel like a lot of podcasts people sort of put a filter on themselves when they go on because they're scared what the world would think. But I think he has no problem."

"There is this great book, I've mentioned it in the past, by Stephen Baxter and Arthur Clarke called The Light of Other Days."

"I will pick copper. We are still completely underestimating how short we are in terms of the global demand supply dynamics of a handful of critical elements that we need."

"Money has poured into gold and silver which have way outperformed the S&P."

"Money has poured into gold and silver which have way outperformed the S&P. Shout out Vinnie Lingham."

"What do you think of this new Corvette ZR1? Have you seen this beast? This new one, it's 1,000 horsepower plus 250. The thing cost $200,000. And for the money, it's a tremendous car."

"go on YouTube and Patreon and throw this guy five or 10 bucks a month."

"There's an incredible channel on YouTube called Blancolirio. Have you ever heard it?... go on YouTube and Patreon and throw this guy five or 10 bucks a month... all he does is break down every aviation incident."

"I'll tell you the other game changer on X has been Grok cuz you can just go at Grok what's the truth? And you won't necessarily always agree with Grok. I'm not saying it's perfect, but it's pretty darn good."

"My number one is Huawei, which I've mentioned in the past out of China. I think Huawei's effort to partner with SMIC to go deeper in the chip stack and they're just firing on all cylinders."

"Anthony Bourdain, rest in peace, did a really great parts unknown in 2013... If you want to see Iran, it looks so amazing. Look at the Anthony Bourdain parts unknown in Tehran."

"Nobody will remember that Tesla ever made a car. They will only remember the Optimus and that he is going to make a billion of those. And it is going to be the most transformative technology product ever made in the history of humanity."

"Avengers Doomsday is going to be I think fantastic. Robert Downey Jr. as Dr. Doom setting up secret wars."

"You should start a subscription service, you know, like Substack or any of the other ones, Beehive"

"My prediction for 2026 is that Amazon is going to have a massive year as they continue to replace humans with robots."

"Well, the new Christopher Nolan movie is coming out. The Odyssey looks interesting."

"I also like Timothy Shalabay and Dune part 3 is coming out."

"Elon and DOGE were 100% right about government fraud. There's massive waste, fraud, and abuse. Elon saw it, confirmed it, and got attacked for it."

"You should start a subscription service, you know, like Substack or any of the other ones, Beehive"

"Anthropic was literally counted out of the game last year and they've kicked OpenAI's ass over the last 90 days."

"they've kicked OpenAI's ass over the last 90 days"

"It'd be like accusing Excel of being a surveillance tool. Sounds a lot like Excel, you know. I would argue that it's actually Excel with cell by cell."

"He goes on his back deck. He's got a Weber grill. He pops out a cigar"

"Google has announced Google Workspace studio to do AI automation and people are playing with it already"

"they already have access to your calendar, your documents, your email"

"GCP over here runs the enterprise play and then Google consumer over here runs the consumer chatbot play"

"If Android and Apple showed leadership with Facebook and said, 'We're going to by default when you buy a phone, you're going to have to ageverify kids under a certain age.'"

"The reason why Y has outsold everything else is because the Model Y is priced better and it's superior on every operational dimension of comparison."

"The perfect example is actually what Tesla did to BMW."

"I could put it in a Google sheet. I could put it in a notion table. I could put it here. I could give you a PDF."

"And before that, Microsoft and before that was Microsoft in the late '90s."

"New York is about to outlaw medical and legal advice from AI chatbots, which by the way, that's probably the most obviously valuable and highest ROI thing for a consumer."

"So Boeing wants to use anthropic to build commercial jets have at it. Boeing wants to use it to build fighter jets. I can't have that"

"I don't want Lockheed Martin using their model to design weapons for me"

"Palantir is the prime contractor of their sub and asked them was our software used in that raid"

"Micron has a hundred billion dollar mega fab in New York and there's a lawsuit by six concerned citizens."

"So when will Coca-Cola's cash flows be impacted?"

"When will Eli Lilly's cash flows be impacted?"

"their first interaction, one of the first was about they bonded over a book called Deception, which appears to justify the use of deception in certain circumstances"

"Sagar and Jetty from Breaking Points believes that the Epste shows that there is a quote unquote Epstein class"

"Jason hosted an episode of This Week in Startups roughly, I think in 2011, with a couple of the Bitcoin core founders"

"The prediction markets today unless they are regulated out of existence or shut down will look like the stock market pre-Regulation FD."

"His returns were double the market returns when this kind of information sharing was legal. And the minute that it became illegal and you had to basically act on the same edge as everybody else, his returns went to the market return."

"Figma down 13%, Salesforce 11, Service Now 11, Adobe 8%."

"Figma down 13%, Salesforce 11, Service Now 11, Adobe 8%."

"SpaceX is acquiring XAI, largest M&A transaction in history, $1.25 trillion combined valuation."

"MoltBook is like a Facebook for agents right and it's really more of a Reddit than a Facebook it's a message board where the agents can talk to each other."

"SpaceX is acquiring XAI, largest M&A transaction in history, $1.25 trillion combined valuation."

"Listening is done by Zoom now, right? It creates the action items."

"How's Oh, we haven't heard about it for a while."

"You guys can go to boosted.oh.com and buy your gear today."

"His venture firm, Craft Ventures. We're excited to have them on the cap table."

"There was a company called Blockstream that he invested in along with Reid Hoffman that involves some of the Bitcoin core developers."

"New York Times and Wall Street Journal did a good job on these."

"You have now created Trump accounts. You were at the White House. You had the big launch."

"This idea that everyone gets an account and you can track your account like a 401k, which is a defined contribution program, is what all of Social Security should move to."

"Nvidia 4.5 trillion market cap. That's up from 300 billion 36 months ago. So this is a company that in 36 months created $4.2 trillion of market value."

"You can talk to a virtual assistant and it does things for you just like ChatGPT or XAI might."

"The Airbnb photos look great."

"New York Times and Wall Street Journal did a good job on these."

"The Heritage Foundation, I think David, you worked there at some point, right? Did an internship. That organization, that think tank has done tremendous research into this. They have a database. I think they've collected now 3,000 cases of voter fraud over a 40-year period."

"They're organizing with each other on Signal and they're being followed around."

"Well, this is it. It's called AIDR. AI detection and response. And this is why it's a huge opportunity for us because on average, each employee is going to have about 90 agents they control."

"They were even using AI. My understanding, and I'm sure you've been following this, to get developer jobs in the United States, convince Americans to put laptops in their homes so that they could remote work."

"Since Hewlett-Packard 85 years ago started building Silicon Valley, the idea has always been that just a couple of founders with a great idea, start their company"

"Adam Goldstein, CEO of Archer Aviation. Welcome back to All-In."

"New York City, that's the big one. I think Joby made an announcement that they're going to be at one of the ports. Yeah, you're your contemporary."

"Get all my emails from LinkedIn and then put that into a database and add it to my CRM."

"We're very lucky to have Chase Lock Miller with us. He's the CEO and co-founder of Crusoe Cloud... which is or was the first NeoCloud really."

"People are now saying, 'Hey, I'm going to use the Comet browser by Perplexity. ChatGPT's got a browser. Claude has an extension.'"

"Aura, Apple Watch, HLEP, I'm an investor in that one."

"Uh Prenuvo with the 3D scans, Nico, Daniel X, new company doing a $300 full body scan."

"Aura, Apple Watch, HLEP, I'm an investor in that one. Full disclosure, it's doing great."

"Aura, Apple Watch, HLEP, I'm an investor in that one."

"There's Function Health doing blood labs, Superpower, Whoop just started offering them."

"There's Function Health doing blood labs, Superpower, Whoop just started offering them."

"It's almost rest in peace Scott Adams, creator of Dilbert. What a giant of ridiculing corporate America. That exact layer is gone."

"Under I think it's called the Genesis program? I think it's sort of the equivalent of a Manhattan project for AI. Of course, we need this."

"They'll know Indeed or LinkedIn's going to work"

"if you go into many parts of the third world you begin to see BYD cars all over the rest of the world. I was just in Mexico City and every car is BYD."

"I'm not sure I agree with the current push to allow the selling of H100s there, but it's reasonable to disagree with me there."

"if you look at Huawei and what they did with 5G, their networking up against Cisco and our national champions, they ran the table in a lot of countries"

"how do you get that data? You put GoPro cameras and sensors on people's arms like I saw"

"South Park has been deranged this season. I mean, they have gone full bore in attacking him like to a level that I wouldn't feel comfortable explaining the details of it."

"we were part of the SharePoint group and I remember that the product managers there were very proud of the fact that the revenue from the SharePoint ecosystem"

"And they have Starlink and they have access and VPNs. And so, they want to be part of the future."

"OpenAI is buying compute capacity from Cerebras. They committed to purchase up to 750 megawatts over 3 years."

"I had Zack Dell from base power on this week in startups... they just put a battery like a little R2-D2 tube outside your house"

"Because what LLMs are going to enable those products to do is understand the world and then do things in the world that we don't want to do."

"I remember when Larry and Sergey started walking around with these. Larry came on the dance floor with these and I said, 'Larry, take those off.'"

"Waymo obviously is leading the pack but then you also have BYD, Alibaba, Pony AI - this is a global race."

"We saved 1.5 million hours in search and synthesis last year, but we're dividending that to solve more complicated problems."

"Our aspirations in venture capital is to be the best seed firm in the world."

"We invested in Stripe in 2010. It became a hundred billion dollar company 12-13 years later."

"I listened to Loveline on K-Rock as a teenager pre-internet, like before the internet really took off. The content you and Dr. Drew put out on Loveline on drugs, sex, human psychology was really kind of expansive for folks."

"we're already seeing this with Robinhood and Coinbase and we should expect something from NASDAQ this year"

"we're already seeing this with Robinhood and Coinbase and we should expect something from NASDAQ this year"

"Well, and there's a monetization path. You have Substack where people can give donations, GoFundMes and on top of that YouTube allowing you to share revenue."

"They just did a deal with Bill Simmons, I see, and with Bar Stool Sports to move over their sports shows, podcasts, video shows from YouTube."

"No, Jason. It's not planes. It's like Caterpillar."

"or Marine One like is there a special thing where you're just like what is going on?"

"There just isn't a way for a network news station or CNN to do that sort of work where you can sit down and spend 45 minutes looking at like the very real footage that you put out."

"two years ago they acquired Definitive and we were able to bring one of our other besties Sunonny Madra in as president."

"Let's get some Terry Black's. Sax and I Terry Black's eating beef ribs with our shotguns and our pistols."

"It was proposed by a guy named Dave Rean who runs SEIU which is one of the unions in order to make up for the healthcare shortfall that his members are going to be experiencing."

"When you watch 60 Minutes or CBS or whatever, they're cut down. They're sort of like segment pieces. It's seven minutes long."

"He was the inventor of TPU at Google. There is very few people like this in Silicon Valley or the world."

"It started by an investigative reporter named Jeff Balon launched his first investigation into this in February of 2013 at Fox 9 News, local investigative journalist."

"Two verdicts went against Meta in 2 days... an LA jury found Meta and YouTube negligent for designing addictive platforms."

"Right now, there's nothing in Social Security. There's a $4 trillion note that the government owes the Social Security trust fund."

"It would be Netflix if they don't close the Warner Brother deal. I do think Netflix's service is being challenged from all sides with deep content libraries."

"Obamacare had this one incredibly fatal flaw, which I still cannot understand how these folks did not understand this. They cap the gross margin."

"The AI ad platform behind one of the biggest runs in tech with access to over a billion daily active users."

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