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David Friedberg: “Gaming is the future of entertainment, and the future of gaming is AI.” 🎮
All-In Podcast· 2025-10-07 14:51
Industry Trends - The gaming industry is positioned to benefit more from AI advancements compared to social media and traditional media due to its potential to drive more user engagement [2] - The general entertainment market is expected to grow as individuals in industrialized nations gain more free time due to the deflationary effects of AI [3] - Gaming is considered the future of entertainment, with AI playing a crucial role in its evolution [3] AI Impact on Gaming - AI can create more dynamic and engaging gaming experiences through interactive relationships, surpassing traditional content and social media [4] - AI is utilized to tune game difficulty, particularly in games like Fortnite, to improve player skill development and reduce churn rate among new players [4] - AI's implementation has led to increased player engagement and retention across various gaming platforms [5] - AI can be leveraged to maximize player time, engagement, satisfaction, and overall happiness within gaming environments [5]
"Private Equity Is Totally Screwed” - Chamath Palihapitiya
All-In Podcast· 2025-10-06 15:00
And if you look at private equity, pull up that chart I had there. This is just stunning how big this industry is getting. You know, $5 trillion is what we're up to here.And it just keeps growing. >> I I think private equity is totally screwed. I I don't think Silver Lake or Infinity or this deal are screwed, but I think private equity in general is totally hosed.>> All right. Well, it's gotten huge just since 2015 and tripling in size. So why is this I guess my question for the gentleman here and for the a ...
Chamath: “Private equity in general is totally hosed.” 🏢🚨
All-In Podcast· 2025-10-04 17:58
private equity in general is totally owed. I think the history of this is important. There was a long-standing belief that the best way to generate the best risk adjusted return was to have what's called a 60/40 allocation.60% to bonds and 40% to equities. Over many years, especially when we artificially suppressed rates at zero, a lot of people started to move their allocations away from 60/40 and they started to make more and more investments further out on the risk curve. The biggest beneficiaries of tha ...
WATCH: Elon Musk and David Sacks brainstorm Grokipedia live
All-In Podcast· 2025-10-02 16:19
If you take say the Wikipedia as an example, but this really applies to books, PDFs, websites, every form of information. Grock is using heavy amounts of inference compute to look at, as an example, a Wikipedia page and say what is true, partially true or false or missing in this page. Now rewrite the page to remove the falsehoods, correct the half-truths and add the missing context.Elong, by the way, could you just publish that. Can we create like a groipedia. Wikipedia is so biased and it's it's a constan ...
Ro Khanna explains “the sticking point” of the government shutdown: Emergency Medicaid for Illegals
All-In Podcast· 2025-10-02 15:10
You're on the verge of a shutdown, bro. The argument on the other side Yeah. says that the tax credits and the health care subsidies will largely go to folks that are here illegally.Can you confirm or debunk that. First of all, it's a it's a very small portion of people that we're talking about. So 90% is not anything to do with those who are undocumented.That's just the math, right. I mean, so we can argue about the 10%, but we have in this country something called emergency Medicaid. What does that mean.I ...
Multicoin Capital’s Kyle Samani on Internet Capital Markets
All-In Podcast· 2025-10-01 19:57
Crypto, crypto, crypto. As cryptocurrency becomes more popular, we're starting to see signs that it could become part of our financial future. US dollars are the greatest product in human history.But amazingly, most people around the world who want dollars cannot get them because the legacy financial rails simply prevent them from doing so. You want to have the world's most realtime global financial market where everyone is synchronizing using the same open protocol at the speed of light. Ladies and gentlem ...
Rick Caruso on California’s Collapse: Broken Leadership, LA Wildfire Failures & the Fix
All-In Podcast· 2025-10-01 00:44
For people don't know who Rick Caruso is, he's a great developer. You walk into one of Caruso's places and it's safe, it's clean, you want to bring your kids. Ideology did not save the palisades.Competency would have running this city is running a business for the benefit of the residents. You've got to make good business decisions. It was predictable, Bill.What's predictable is preventable. Rick Caruso now has a golden road in the governor's race if he wants it. What's happened to LA over the last decade i ...
Arm CEO Rene Haas on AI: Nvidia Lessons, Intel’s Decline and the US-China Chip War
All-In Podcast· 2025-09-30 17:57
There's a company nearly every chipmaker relies on that doesn't actually make anything tangible. Yet, its Blockbuster IPO in September valued it above 54 billion. It's the largest public offering in over 2 years.The valuation of the company has tripled. If you have a smartphone in your pocket or in front of you, you have an ARM circuit somewhere inside of it. We are the CPU, the heart of everything. They're the winner of the CPU side.the foundation models, the software, it's moving far faster than the hardw ...
Jason Calacanis: The bottom half of H-1Bs are “a giant scam”
All-In Podcast· 2025-09-27 04:08
The topic of the week, H-1B visas are being overhauled. The Trump administration announced a new $100,000 fee for all future H1B applications. It's a onetime fee.This is a huge jump. The current fee is nothing. It's like 2 to 5K.Every discussion I've ever had about H-1Bs in relation to IT and consulting has always been about saving money. It's a giant scam on the bottom half of these. I witnessed it firsthand.When I was in IT in the early 90s, the abuse was happening all the time and it was indentured servi ...
Dartmouth President: The goal is to make it clear that colleges aren't political organizations
All-In Podcast· 2025-09-25 16:30
Look, I believe in the fierce independence of our educational institutions and I worry that if we are swaying in one direction or another based on who is in office, then we don't have the trust of the American people. And I think we failed in some ways to show that we could self-regulate and do that ourselves. But the goal in my mind is to get back to a place where it's clear that universities aren't political organizations, aren't taking a position, that we are focused on bringing the best and brightest to ...