All-In Podcast

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

"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"

"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."

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

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

"They added a legal tool to Claude Co-work. This is essentially what Claude code or a coding agent is."

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

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

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

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

"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."

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

"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."

"Welcome back to the number one podcast in the world. Your favorite podcast with your favorite besties in the world, the All-In podcast."

"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."

"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."

"Dollar has dropped as gold and silver and copper have ripped."

"The Airbnb photos look great."

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

"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."

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

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

"So it went to the Slack channel that had the other 99 agents and said, 'Hey Lord, does any other agent have access to this thing because I need it fixed?'"

"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"

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

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

"Do you trust signal and uh your iPhone to protect you as a corporate executive?"

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

"So WhatsApp signal what about those two? You think those are attack vectors people can do insertions there?"

"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."

"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.'"

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

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

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

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

"What patients are going to use is a consumer product, ChatGPT, Grok, you know, and so forth."

"What patients are going to use is a consumer product, ChatGPT, Grok, you know, and so forth."

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

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

"why don't I tokenize some OpenAI shares? Sam wasn't Sam Altman wasn't too thrilled with that"

"in our industry, sometimes you have to reinterpret rules. Airbnb, Uber the biggest success of my investment career like they bent rules too"

"maybe they hear about this company LinkedIn because they work in the HR department"

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

"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"

"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."

"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."

"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."

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

"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"

"there seems to be a gap between you know playing around with ChatGPT and getting some interesting results and getting business results"

"Here's your poly markets and then I'll let you give your thoughts on it. Kani out as supreme leader of Iran by January 31st."

"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"

"According to Grok, only Texas explicitly bans wealth taxes."

"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 went to Tesla with Elon and I went and visited the Optimus lab."

"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."

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

"Compare the last two or three years since ChatGPT was launched to the 30 before it."

"You look at Anthropic, which we're also investors in, that goes from $60 billion last year to, you know, a couple hundred billion."

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

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

"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."

"You have Function Health, you have Superpower now doing - getting your blood work done every year having a concierge talk to you about it for $800-$1100 a year."

"Between your Eight Sleep, your Oura, your Whoop, all of that, your blood work coming together and giving you customized medicine."

"Between your Eight Sleep, your Oura, your Whoop, all of that, your blood work coming together and giving you customized medicine."

"Between your Eight Sleep, your Oura, your Whoop, all of that, your blood work coming together and giving you customized medicine."

"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"

"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."

"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."

"Can I short that movie on a polymarket? I'm sure there will be. You could probably bet on the box office."

"There's such an incredible variety of high-quality content that's emerging from independent creators that are leveraging their own distribution platforms through YouTube and others."

"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."

"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."

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

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

"NVIDIA GPUs crush you and their architecture is designed for massive parallel processing which makes them really amazing at digesting these long prompts."

"you invested in Groq essentially formed the company with your partners 5 years, 6 years before ChatGPT even debuted."

"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."

"you have Function Health superpower. Tons of these companies trying to get self-directed healthcare going and lower costs."

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

"There was an article in the New York Times today talking about Epstein's connections to Silicon Valley."

"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. They clobbered us in Africa."

"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."

"We're always debating investment ideas on the pod. Well, generated assets on Public let you turn your ideas into an investable index with AI."

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