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🚨 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]
Nvidia CEO Jensen Huang on comp: "If you take care of people, everything else takes care of itself."
All-In Podcast· 2025-07-26 17:43
Somebody who was inside your organization told me with the options that uh you have a secret pool of options and that you will randomly just if somebody does a great job drop a bunch of RSUs on top of them and that you have this little bag of options you carry around and that you leave them out. >> That's nuts. >> Is that true.>> Yeah, I'm carrying in my pocket right now. So listen, so this is what happens. I review everybody's compensation up to this day.>> Yeah. >> At the end of every cycle, I go through ...
🚨Scott Bessent on the economy: AI will allow us to "run it hot"
All-In Podcast· 2025-07-26 14:19
We're full speed ahead. June was the first positive June for the Treasury since 2015. We actually had a surplus and we did that in a good way.We took in more revenues, some from tariffs, and we brought down spending. When I think about what we can do here, what I'm really excited about is the idea, you know, with AI that we can go back to the paradigm when I was younger in the '9s. Allan Greenspan was able to run the economy very hot because it was the IT boom and we had this very powerful non-inflationary ...
🚨Howard Lutnick on the state of tariff negotiations: Open your market to America or pay
All-In Podcast· 2025-07-25 19:23
Trade Negotiations & Tariffs - The tariff issue is expected to be settled by August 1st, with tariffs going into effect on that day [1] - While negotiations can continue after August 1st, payments based on existing tariffs will be due [1] - The US is seeking market access for American ranchers, farmers, and fishermen [2] - Tariffs, such as 26%, 27%, 31%, and 19%, will be imposed if markets are not opened to American products [2] Market Access & Pricing - Increased activity as parties present their "best offer," but the "price" for market access has significantly increased [2] - The "price" involves opening markets to American goods [2]
🚨JD Vance on tech companies firing Americans and applying for more visas: "That's a bullsh*t story."
All-In Podcast· 2025-07-25 17:49
You see some Silicon Valley technology firms, especially the big firms, say that they are desperate for workers, that they can't find for work workers, that they have to use, you know, overseas visa programs to find workers. And yet, at the same time, the college educated employment rate for STEM graduates in this country seems to be declining. Yeah.Well, wait a second. If you're not hiring American workers coming out of colleges for these jobs, then how can you say that you have a massive shortage in these ...
🚨Scott Bessent: "I think the most important thing we can do is make it easy to build things again."
All-In Podcast· 2025-07-25 01:36
Industry Regulation & Development - US has made it difficult to build things due to overregulation [1] - Environmental regulations have contributed to de-industrialization [2] Semiconductor Industry & Manufacturing - TSMC is building a large FAB system in Arizona, potentially producing up to 7% of US chip needs [2] - Chip plant construction is rapid, requiring constant adjustments, but faces regulatory hurdles from local building inspectors [2]
Jensen Huang: " I've created more billionaires on my management team than any CEO in the world."
All-In Podcast· 2025-07-24 22:00
We see this capital being applied to human capital in a way that we never thought was possible. It used to be NBA players signing $300 million contracts. Now it's model researchers.And then there was a post this weekend that said that there was a person that was offered a billion dollars over four years by Meta. Now, if that's happening at this layer, why hasn't it happened at your layer. Because you are the enabler of all of that.And how do you think all of this human capital is going to actually play out. ...
Winning the AI Race: Michael Kratsios, Kelly Loeffler, Chris Power, Shyam Sankar, Paul Buchheit
All-In Podcast· 2025-07-23 21:04
5 4 3 2 1 zero. All engine running. Liftoff. We have a liftoff. That's one small step for man, one giant lift for mankind. The world's largest airliner. Each wing is big enough to hold five tennis courts. This new technology made it possible to meet the user's crucial needs. Enter the computer and a new age. What a computer is to me is it's the most remarkable tool that we've ever come up with. And it's the equivalent of a bicycle for our minds. Here I am playing a game of chess with a computer which is ana ...