Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, the "vibecession," plastic in our balls
All-In with Chamath, Jason, Sacks & Friedberg
- (0:00) Bestie intros: Recapping "General AI Hospital"
- (2:46) Scarlett Johansson vs. OpenAI
- (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations
- (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem
- (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data
- (1:02:36) New study shows plastics in testicles
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
openai.com/index/how-the-voices-for-c...
washingtonpost.com/technology/2024/05...
vox.com/future-perfect/351132/openai-...
openai.com/index/openai-announces-lea...
nvidianews.nvidia.com/news/nvidia-ann...
google.com/finance/quote/INTC:NASDAQ
morningstar.com/stocks/nvidia-2023-vs...
fool.com/investing/2024/03/06/is-nvid...
elitetrader.com/et/threads/nvidia-and...
chamath.substack.com/p/2023-annual-le...
forbes.com/sites/theapothecary/2024/0...
theguardian.com/us-news/article/2024/...
fred.stlouisfed.org/series/CCLACBW027...
stlouisfed.org/on-the-economy/2024/ap...
google.com/finance/quote/MCD:NYSE
wsj.com/economy/gdp-and-the-dow-are-u...
consumerreports.org/health/food-conta...
onlinelibrary.wiley.com/doi/10.1111/j...
pubmed.ncbi.nlm.nih.gov/12708228
ncbi.nlm.nih.gov/pmc/articles/PMC7559247
pubmed.ncbi.nlm.nih.gov/21524797
academic.oup.com/toxsci/advance-artic...
youtube.com/watch?v=o6yuYkfNh-k
Raw Description
<p>(0:00) Bestie intros: Recapping "General AI Hospital"</p> <p>(2:46) Scarlett Johansson vs. OpenAI</p> <p>(14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations</p> <p>(25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem</p> <p>(40:05) Understanding why economic sentiment is so negative among US citizens despite positive data</p> <p>(1:02:36) New study shows plastics in testicles</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.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/@all_in_tok">https://www.tiktok.com/@all_in_tok</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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://x.com/BobbyAllyn/status/1792679435701014908">https://x.com/BobbyAllyn/status/1792679435701014908</a></p> <p><a href= "https://x.com/sama/status/1790075827666796666">https://x.com/sama/status/1790075827666796666</a></p> <p><a href= "https://openai.com/index/how-the-voices-for-chatgpt-were-chosen">https://openai.com/index/how-the-voices-for-chatgpt-were-chosen</a></p> <p><a href= "https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice"> https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice</a></p> <p><a href= "https://x.com/SydSteyerhart/status/1792981291266138531">https://x.com/SydSteyerhart/status/1792981291266138531</a></p> <p><a href= "https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees"> https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees</a></p> <p><a href= "https://x.com/sama/status/1791936857594581428">https://x.com/sama/status/1791936857594581428</a></p> <p><a href= "https://x.com/ilyasut/status/1790517455628198322">https://x.com/ilyasut/status/1790517455628198322</a></p> <p><a href= "https://x.com/janleike/status/1790603862132596961">https://x.com/janleike/status/1790603862132596961</a></p> <p><a href= "https://x.com/janleike/status/1791498184671605209">https://x.com/janleike/status/1791498184671605209</a></p> <p><a href= "https://openai.com/index/openai-announces-leadership-transition">https://openai.com/index/openai-announces-leadership-transition</a></p> <p><a href= "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025</a></p> <p><a href= "https://www.google.com/finance/quote/INTC:NASDAQ">https://www.google.com/finance/quote/INTC:NASDAQ</a></p> <p><a href= "https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat"> https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat</a></p> <p><a href= "https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo"> https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo</a></p> <p><a href= "https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022"> https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022</a></p> <p><a href= "https://chamath.substack.com/p/2023-annual-letter">https://chamath.substack.com/p/2023-annual-letter</a></p> <p><a href= "https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula</a></p> <p><a href= "https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden"> https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden</a></p> <p><a href= "https://fred.stlouisfed.org/series/CCLACBW027SBOG">https://fred.stlouisfed.org/series/CCLACBW027SBOG</a></p> <p><a href= "https://x.com/KariLake/status/1792986501820850333">https://x.com/KariLake/status/1792986501820850333</a></p> <p><a href= "https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation"> https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation</a></p> <p><a href= "https://www.google.com/finance/quote/MCD:NYSE">https://www.google.com/finance/quote/MCD:NYSE</a></p> <p><a href= "https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d"> https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d</a></p> <p><a href= "https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781"> https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781</a></p> <p><a href= "https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x"> https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x</a></p> <p><a href= "https://pubmed.ncbi.nlm.nih.gov/12708228">https://pubmed.ncbi.nlm.nih.gov/12708228</a></p> <p><a href= "https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247">https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247</a></p> <p><a href= "https://pubmed.ncbi.nlm.nih.gov/21524797">https://pubmed.ncbi.nlm.nih.gov/21524797</a></p> <p><a href= "https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133"> https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133</a></p> <p><a href= "https://www.youtube.com/watch?v=o6yuYkfNh-k">https://www.youtube.com/watch?v=o6yuYkfNh-k</a></p> <p><a href= "https://www.youtube.com/watch?v=EYQjShJxCtM">https://www.youtube.com/watch?v=EYQjShJxCtM</a></p> <p><a href= "https://www.youtube.com/watch?v=r_4jrMwvZ2A">https://www.youtube.com/watch?v=r_4jrMwvZ2A</a></p>
Chapters (1/6)
Show Notes
- (0:00) Bestie intros: Recapping "General AI Hospital"
- (2:46) Scarlett Johansson vs. OpenAI
- (14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations
- (25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem
- (40:05) Understanding why economic sentiment is so negative among US citizens despite positive data
- (1:02:36) New study shows plastics in testicles
Follow the besties:
Follow on X:
Follow on Instagram:
Follow on TikTok:
Follow on LinkedIn:
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
openai.com/index/how-the-voices-for-c...
washingtonpost.com/technology/2024/05...
vox.com/future-perfect/351132/openai-...
openai.com/index/openai-announces-lea...
nvidianews.nvidia.com/news/nvidia-ann...
google.com/finance/quote/INTC:NASDAQ
morningstar.com/stocks/nvidia-2023-vs...
fool.com/investing/2024/03/06/is-nvid...
elitetrader.com/et/threads/nvidia-and...
chamath.substack.com/p/2023-annual-le...
forbes.com/sites/theapothecary/2024/0...
theguardian.com/us-news/article/2024/...
fred.stlouisfed.org/series/CCLACBW027...
stlouisfed.org/on-the-economy/2024/ap...
google.com/finance/quote/MCD:NYSE
wsj.com/economy/gdp-and-the-dow-are-u...
consumerreports.org/health/food-conta...
onlinelibrary.wiley.com/doi/10.1111/j...
pubmed.ncbi.nlm.nih.gov/12708228
ncbi.nlm.nih.gov/pmc/articles/PMC7559247
pubmed.ncbi.nlm.nih.gov/21524797
academic.oup.com/toxsci/advance-artic...
youtube.com/watch?v=o6yuYkfNh-k
Raw Description
<p>(0:00) Bestie intros: Recapping "General AI Hospital"</p> <p>(2:46) Scarlett Johansson vs. OpenAI</p> <p>(14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations</p> <p>(25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem</p> <p>(40:05) Understanding why economic sentiment is so negative among US citizens despite positive data</p> <p>(1:02:36) New study shows plastics in testicles</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow on X:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.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/@all_in_tok">https://www.tiktok.com/@all_in_tok</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://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://x.com/BobbyAllyn/status/1792679435701014908">https://x.com/BobbyAllyn/status/1792679435701014908</a></p> <p><a href= "https://x.com/sama/status/1790075827666796666">https://x.com/sama/status/1790075827666796666</a></p> <p><a href= "https://openai.com/index/how-the-voices-for-chatgpt-were-chosen">https://openai.com/index/how-the-voices-for-chatgpt-were-chosen</a></p> <p><a href= "https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice"> https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice</a></p> <p><a href= "https://x.com/SydSteyerhart/status/1792981291266138531">https://x.com/SydSteyerhart/status/1792981291266138531</a></p> <p><a href= "https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees"> https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees</a></p> <p><a href= "https://x.com/sama/status/1791936857594581428">https://x.com/sama/status/1791936857594581428</a></p> <p><a href= "https://x.com/ilyasut/status/1790517455628198322">https://x.com/ilyasut/status/1790517455628198322</a></p> <p><a href= "https://x.com/janleike/status/1790603862132596961">https://x.com/janleike/status/1790603862132596961</a></p> <p><a href= "https://x.com/janleike/status/1791498184671605209">https://x.com/janleike/status/1791498184671605209</a></p> <p><a href= "https://openai.com/index/openai-announces-leadership-transition">https://openai.com/index/openai-announces-leadership-transition</a></p> <p><a href= "https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025"> https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025</a></p> <p><a href= "https://www.google.com/finance/quote/INTC:NASDAQ">https://www.google.com/finance/quote/INTC:NASDAQ</a></p> <p><a href= "https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat"> https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat</a></p> <p><a href= "https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo"> https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo</a></p> <p><a href= "https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022"> https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022</a></p> <p><a href= "https://chamath.substack.com/p/2023-annual-letter">https://chamath.substack.com/p/2023-annual-letter</a></p> <p><a href= "https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula"> https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula</a></p> <p><a href= "https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden"> https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden</a></p> <p><a href= "https://fred.stlouisfed.org/series/CCLACBW027SBOG">https://fred.stlouisfed.org/series/CCLACBW027SBOG</a></p> <p><a href= "https://x.com/KariLake/status/1792986501820850333">https://x.com/KariLake/status/1792986501820850333</a></p> <p><a href= "https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation"> https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation</a></p> <p><a href= "https://www.google.com/finance/quote/MCD:NYSE">https://www.google.com/finance/quote/MCD:NYSE</a></p> <p><a href= "https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d"> https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d</a></p> <p><a href= "https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781"> https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781</a></p> <p><a href= "https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x"> https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x</a></p> <p><a href= "https://pubmed.ncbi.nlm.nih.gov/12708228">https://pubmed.ncbi.nlm.nih.gov/12708228</a></p> <p><a href= "https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247">https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247</a></p> <p><a href= "https://pubmed.ncbi.nlm.nih.gov/21524797">https://pubmed.ncbi.nlm.nih.gov/21524797</a></p> <p><a href= "https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133"> https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133</a></p> <p><a href= "https://www.youtube.com/watch?v=o6yuYkfNh-k">https://www.youtube.com/watch?v=o6yuYkfNh-k</a></p> <p><a href= "https://www.youtube.com/watch?v=EYQjShJxCtM">https://www.youtube.com/watch?v=EYQjShJxCtM</a></p> <p><a href= "https://www.youtube.com/watch?v=r_4jrMwvZ2A">https://www.youtube.com/watch?v=r_4jrMwvZ2A</a></p>