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David Friedberg: “Why don't we let AI models get bar certified and get medically certified?”
All-In Podcast· 2025-08-04 19:48
Why don't we let AI models get barcertified and get medically certified. So if the AI models, it turns out, are actually proving to be more accurate, more thoughtful, more responsive, more reasonable, whatever it is, whatever metric we're using, and they pass the same criteria as one would need to pass to qualify for the bar or to qualify for a a doctor uh certificate, why don't we do that for the AI. If that then happens, then the the same privilege occurs to the AI as it does to the individual human that ...
J-Cal pitches the endgame for AI copyright disputes
All-In Podcast· 2025-08-03 16:30
Let's think on a societal basis of what we want. Do we want a society in which journalists, writers, artists, musicians, filmmakers, actors cannot make a living or do we want a world in which they can. As a technologist, we typically think if we can crawl it, it's ours.What I can tell you as an artist is if I make it, it's mine and you need my permission cuz it's my art. This is such an important point, especially to me as a content creator and somebody who spent his career in this. I've been thinking about ...
“It's insane that the largest and most sophisticated economy in the world is this unpredictable.”
All-In Podcast· 2025-08-02 23:05
Economic Data Accuracy - The US economy's unpredictability is concerning given its size and sophistication [1] - BLS (Bureau of Labor Statistics) data revisions show a downgrade in actual job growth [1] - The US economy created approximately 818,000 fewer jobs in the 12 months leading up to March 2024 [1] - Inaccurate employment data leads to inaccurate GDP assessments [2] - Bad data is a fixable problem that requires prioritization and effort [3] Market Implications - Sophisticated capital markets can react to real-time data and make informed decisions [3] - The combination of inaccurate employment and GDP data could be problematic for the economy [2] Data Collection & Reporting - There is a need to prioritize fixing the data collection and reporting systems [3] - Existing systems and SAS tools should be leveraged to improve the accuracy of employment data [3]
🚨David Friedberg: AI is starting to identify and solve problems on its own
All-In Podcast· 2025-08-02 16:54
AI Model Capabilities - AI models, like the EVO2 model from the Ark Institute, can ingest trillions of base pairs of DNA data to identify patterns [1] - These models can identify pathogenic variants in DNA, such as the BA gene variant linked to breast cancer, without prior knowledge or training [2] - AI's ability to identify patterns in DNA suggests potential for uncovering insights into complex phenomena in nature, society, and behavior [3] Limitations and Context - The EVO2 model lacked context for what the DNA represented, including the concept of genes and structured understanding of DNA function [2] - The model's success in identifying the pathogenic variant occurred without knowledge of pathogenic variants for cancer [3]
David Sacks: The AI Race is bigger than the Space Race 🇺🇸
All-In Podcast· 2025-08-02 03:33
This was the first speech that President Trump has given on AI since the AI boom began. And he declared that the United States was in an AI race. It's a global competition.The language that he used was reminiscent of how President John F. Kennedy declared that America was in a space race. And in a similar way, President Trump declared that we had to win the AI race.I think you can argue that the AI race is more important than the space race. It's going to reshape the global economy. It's going to determine ...
🔮All-In Crystal Ball: Hot GDP Print in Q2🔥
All-In Podcast· 2025-07-30 19:54
The US economy did grow at a much stronger than expected pace in the second quarter, powered by a turnaround in the trade balance and renewed consumer strength. >> What you're probably going to see in Q2 is a really hot GDP print. If I'm a betting man, which I am, I think the GDP print's going to come in above three.Not quite four, but above three. I said a couple weeks ago that I thought the GDP print was going to come in hot. I think everybody now is sort of where I am.I think it's going to be in the low ...
🚨 All-In Summit Speaker Announcement: Orlando Bravo
All-In Podcast· 2025-07-30 18:03
Firm Overview - Thoma Bravo 管理着 1790 亿美元的资产 [1] - Thoma Bravo 增长迅速 [1] - Thoma Bravo 被评为全球表现最佳的私募股权公司 [1] Financial Performance - 去年,Thoma Bravo 向投资者返还了超过 130 亿美元 [1] Investment Philosophy - Thoma Bravo 的业务是将伟大的创新者转变为伟大的企业 [2] Industry Position - 私募股权公司,尤其是优秀的私募股权公司,业绩肯定优于公开市场 [1] Key Personnel - Orlando Bravo 是 Thoma Bravo 的联合创始人 [1] - 2019 年,Orlando Bravo 成为第一个在波多黎各出生的亿万富翁 [2]
🚨 All-In Summit Speaker Announcement: Cleo Abram
All-In Podcast· 2025-07-29 19:35
Cleo, you're one of the fastest growing channels on YouTube right now. Former box journalist that left to go independent on YouTube. >> She went from 0 to 5 million subscribers in just 3 years.>> I don't know many other YouTube creators who are going to go to those lights. There's a lot of very lucrative fear-mongering going on. That's why I want to bring a more optimistic point of view into the conversation to help people imagine what could go right.That's why I went independent. ...
Energy Secretary Chris Wright: "Nuclear is the single biggest issue I work on."
All-In Podcast· 2025-07-28 19:45
Nuclear Energy Development - Next generation Gen 4 reactors are critical, with three reactors expected to be operational at Idaho National Lab next summer [1] - The company is supplying Halo fuel for these next generation reactors [1] - The company has committed to providing fuel to five next-generation reactor companies and plans to expand to a dozen [2] Government Support and Industry Growth - Tax credits for nuclear energy were included in a major bill to support the industry, which had been suppressed for three decades [2] - The industry may require assistance to initiate growth, even from a free market perspective [2] Future Outlook - The nuclear energy industry anticipates a transition to a free market within approximately 10 years [3] - This transition is dependent on the learning curve associated with small modular reactors, supply chain development, and volume production to reduce costs [3]
Nvidia CEO Jensen Huang: Exporting the American Tech Stack is Vital to Winning the AI Race
All-In Podcast· 2025-07-28 16:27
AI Model Landscape - Deepseek 的出现对美国来说是一个巨大的胜利,如果它只能在华为上运行,情况将大不相同 [1] - 美国技术堆栈成为世界标准对于赢得人工智能竞赛至关重要 [2] - Deepseek 等顶级开源模型已被下载数百万次 [2] Developer Ecosystem - 开发者的支持对于任何计算平台的成功至关重要 [2] - 世界上一半的开发者都在 [2]