And I actually think Michael Bur's got this wrong. And so what Michael Bur is saying is that all of these hyperscalers have extended their depreciation schedule or the useful life of their data centers by roughly 2x which cuts the operating costs in half when they report it in earnings and so it's making their earnings inflate. So he's claiming they're cooking the books.Google first made this change in Q1 of 21 where they said the servers are now going from 3 to four years. The chart shows the combination o ...

You lose about 3% of your brain volume every decade on average. >> Is that right. >> Yeah.And so the question is, how do you compare. >> Honestly, my stomach fell a little bit when Andrew mentioned brain volume loss because I knew the FDA label on statins warns about memory loss. >> All right, Sean, over to you.Tell me the good news or the bad news. >> So, um, this is the enhanced scan now. And so, what what we're looking at here is just blood flow throughout all the uh higher functioning brain tissue.And t ...

I have so many of my friends that just literally have everything except their health and I just don't want that. You know, there's a limited amount of time. I'm not trying to live forever. I'm just trying to live well.So, this week I'm going to explore some questions that I have about my health and I suspect that many people out there have about theirs. >> That's great so far. My father lived a really unhealthy life.He struggled with alcoholism for decades. He was diabetic. He had heart issues.And in the en ...

(0:00) Michael Burry's big short against AI (12:00) Why Palantir is so richly valued vs other tech companies (20:07) Home affordability crisis: Mortgage innovation, building, top priorities to win mid-terms (36:18) H-1B debate flares up again after Trump's comments on Fox News (42:37) Science Corner: Solar storms, coronal mass ejection, risks (51:14) Rich Americans fleeing "the great confiscation" Join us at the All-In Holiday Spectacular!: https://allin.com/events Follow the besties: https://x.com/chamath ...

Public Perception of AI in America - AI is becoming unpopular in America, particularly due to concerns about job displacement and rising electric bills [1] - Republican politicians are reportedly hesitant to publicly support AI due to declining popularity ratings [1] - The industry believes pushing back against AI is a losing proposition for America [2] Geopolitical Implications - China is not expected to slow down its AI development [3] - The industry suggests that slowing down AI development in America would be an "own goal" with negative consequences for national security and economic growth [3]

(0:00) Brad Gerstner joins the show! (0:38) OpenAI's rough week: Altman's controversial comments on BG2, CFO's "federal backstop" faux pas, clarifications (18:16) Why Jensen Huang said “China is going to win the AI race.”; the need for a federal framework on AI (30:22) OpenAI's strengths and headwinds: breakout product, trust issues, competition, betting on the AI supercycle (36:30) Holiday party announcement! allin.com/events for tickets (39:03) State of the market, consumer is cracking, need for domestic/ ...

Endeavor's Evolution & Strategy - Endeavor transitioned from a representation business to owning assets to create more value [4] - Endeavor merged UFC into the company for a pure-play sports and sports entertainment focus [7] - The company initially faced market misunderstanding as a conglomerate before going public [6] Content Distribution & Monetization - The industry is experiencing infinite distribution and many forms of content consumption [9][10] - Independent content creators are shifting from commercial ads to sponsor deals and owning their businesses, increasing value through revenue multiples [17] - Talent ventures are emerging where musicians and actors launch products, offering equity instead of traditional commercials [19] Live Events & AI - Endeavor is focusing on live events as a counter-bet to AI, believing in the human need for connection [23][25] - The company raised approximately $2 billion and is launching a live events business [25] Sports & International Markets - Sports like UFC are adapting to shorter attention spans with faster action [54] - Internationalization is a requirement for continued growth in sports [59] - TKO merged at $100 and reached $200, streamlining and integrating businesses [30]

Labor Market & Social Unrest - The US has approximately 1 million lawyers, leading to potential displacement of other workers [1] - Displacement of lawyers and non-profit employees could trigger social unrest [1] - Frustrated members of the striving class often ferment revolutions [2] Economic Disillusionment - Young people burdened with $400,000 in debt are facing disillusionment as expected life progression (home buying, good living) fails to materialize [3] - The Mandani election surge may be linked to young people's disillusionment stemming from college debt and unfulfilled expectations [3] Societal Impact - Displacement of factory workers has led to negative consequences like drug abuse and unhealthy eating habits [1]

(0:00) Introducing Tareq Amin (0:39) Saudi Arabia's evolution, Humain's business (8:11) How Humain works with foundational model providers (13:14) Saudi's energy and talent advantages, the AI race in the Middle East (18:11) Working in the era of MBS, Vision 2030 (21:40) How Saudi manages their relationships with the US and China (23:51) Sacks on the US-Saudi AI alliance Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, ...

[Music] 14 time WWE World Champion, a two-time Royal Rumble winner, and now he's behind the scenes running World Wrestling Entertainment. >> Welcome to the Netflix era. Whether it be a mentor, a leader, or an executive, his love and passion for this industry hasn't changed.Ladies and gentlemen, please welcome the WWE'se's Paul Lac. [Music] [Applause] [Music] Thank you. >> All right.Yeah, thanks for coming. >> Welcome. >> So, the the audience may not know this, but I'm a big professional wrestling fan.Going ...