OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

<p>(0:00) Bestie intros: In Memoriam</p> <p>(6:43) OpenAI's $150B valuation: bull and bear cases</p> <p>(24:46) Will AI hurt or help SaaS incumbents?</p> <p>(40:41) Implications from OpenAI's for-profit conversion</p> <p>(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?</p> <p>(1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up</p> <p>(1:20:55) Risk of nuclear war increasing</p> <p>Follow the besties:</p> <p><a href="https://x.com/chamath">https://x.com/chamath</a></p> <p><a href="https://x.com/Jason">https://x.com/Jason</a></p> <p><a href= "https://x.com/DavidSacks">https://x.com/DavidSacks</a></p> <p><a href= "https://x.com/friedberg">https://x.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://x.com/theallinpod">https://x.com/theallinpod</a></p> <p>Follow on Instagram:</p> <p><a href= "https://www.instagram.com/theallinpod">https://www.instagram.com/theallinpod</a></p> <p>Follow on TikTok:</p> <p><a href= "https://www.tiktok.com/@theallinpod">https://www.tiktok.com/@theallinpod</a></p> <p>Follow on LinkedIn:</p> <p><a href= "https://www.linkedin.com/company/allinpod">https://www.linkedin.com/company/allinpod</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://x.com/yung_spielburg">https://x.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://x.com/TheZachEffect">https://x.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/"> https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company"> https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company</a></p> <p><a href= "https://x.com/chiefaioffice">https://x.com/chiefaioffice</a></p> <p><a href= "https://openai.com/our-structure">https://openai.com/our-structure</a></p> <p><a href= "https://x.com/unusual_whales/status/1658664383717978112">https://x.com/unusual_whales/status/1658664383717978112</a></p> <p><a href= "https://x.com/elonmusk/status/1839121268521492975">https://x.com/elonmusk/status/1839121268521492975</a></p> <p><a href= "https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399"> https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399</a></p> <p><a href= "https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book"> https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book</a></p> <p><a href= "https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html"> https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html</a></p> <p><a href= "https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393"> https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393</a></p> <p><a href="https://layoffs.fyi">https://layoffs.fyi</a></p> <p><a href= "https://educationdata.org/college-enrollment-statistics">https://educationdata.org/college-enrollment-statistics</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees"> https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees</a></p>