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Elon Musk: As human intelligence plateaus, AI will scale to harness most of the power of the galaxy
All-In Podcast· 2025-09-14 16:07
I think we'll see intelligence continue to scale all the way up to where you know most of the power of the sun is harnessed for compute and then ultimately most of the power of the galaxy you know sort of cautev 2 kvev 3 scale uh compute once you think of artificial intelligence not as sort of this you know a destination that you reach but really as part of the overall escalation of intelligence you know human intelligence has also scaled as you've have as the population has increased and we've been able to ...
Palantir CEO Alex Karp on Why Modern Progressivism is Broken
All-In Podcast· 2025-09-10 17:37
Economic & Labor Market Analysis - Modern progressive movement is not truly progressive, as it fails to improve the working class's economic standing [1] - True progress should focus on vocational training in AI to increase the value of laborers [2] - Border control is necessary to maintain wage levels and protect legal rights for workers [2] Social Issues & Public Safety - The influx of drugs disproportionately affects poor people of color [3] - High crime rates, with some cities reaching war zone levels (5 deaths per 100 thousand), contradict progressive ideals [3]
🚨 Elon Musk: "The actions of the West are indistinguishable from suicide."
All-In Podcast· 2025-09-10 02:37
The actions of the West are indistinguishable from suicide. And look, at least in America, there's generally a sense of optimism. But when's the last time you you talk to someone from Europe who lives in Europe who's optimistic.Decades. Like even one, unless people have a sense of optimism and purpose about the future, suicide might be just what happens. Like having a child is an act of optimism about the future.I think we need to maybe give people a sense of optimism and excitement about the future and and ...
Does Palantir Run Surveillance on Americans?
All-In Podcast· 2025-09-09 21:30
One of the criticisms or concerns that I hear on the right or from civil libertarians is that Palunteer has a large-scale data collection program on American citizens. So, not foreign terrorists, not illegals, but American citizens. Can you just clear that up and say that either Palunteer is not doing that or under what circumstances you do.We had a a Democratic administration come to us and basically ask us to do a Muslim database. Now, you would think given the way I'm kind of bismerched as like some kind ...
Palantir CEO Alex Karp: Why the West is Destroying Itself, Data Empire, Skeptics, How to Win
All-In Podcast· 2025-09-09 20:58
(0:00) Introducing Palantir CEO Alex Karp (1:10) Understanding Palantir's fans and haters (8:40) Palantir’s work at the border, data collection and surveillance, built-in protections (20:02) Israel/Palestine (22:23) Is the West committing suicide? (30:54) Antisemitism (31:52) China’s strategy, dealing with cartels (36:46) Why modern Progressivism is not progressive Thanks to our partners for making this happen! Solana: https://solana.com/ OKX: https://www.okx.com/ Google Cloud: https://cloud.google.com/ IRE ...
Monday Funday. All-In Summit Day 1 Recap. #allinsummit
All-In Podcast· 2025-09-09 19:50
[Music] Welcome back. It's the fourth edition of the Allin Summit. [Music] Let's [ __ ] go.[Music] This is our fourth year and it looks like it's going to be the best ever. Where is the line. I mean, I can identify it.It's at cost plusdrugs. com. Yes, sir.No. And it's happening. I was I was thinking backstage like this is one smart move.Where do I meet my SSRI needs. We have some besties who like hearing themselves talk. This thing's gotten so [ __ ] big.We can't even host it on the Santa Monica Pier anymor ...
Tucker Carlson: "Radical change all the time drives people insane."
All-In Podcast· 2025-09-09 17:30
We're all at fault. It's all like, well, how can we do this more efficiently. Well, do what.Like, in the end, I want to live in a society where people live in single family homes with little lawns that they own that are not going to be taken away from them, like actual property rights, not theoretical properties. It's like my house. Okay.I want married people and I want them to have children and grandchildren with the rough assurance, the future of course being fundamentally unknown, but rough assurance tha ...
Why Are So Many Companies Going Bankrupt In 2025? - David Friedberg
All-In Podcast· 2025-09-04 16:00
Corporate Bankruptcy Trends - Corporate bankruptcies in 2025 have reached the highest level since 2010, following the Great Financial Crisis [1][3] - As of July 2025, there have been 446 large corporate bankruptcies, defined as public companies with at least $2 million in debt or private companies with at least $10 million in assets or liabilities [1][3] - The increase in bankruptcies is linked to the rate hike cycle in 2022 and 2023 [3] Contributing Factors to Bankruptcies - Artificially suppressed interest rates at zero for an extended period allowed companies to raise excessive capital, delaying inevitable bankruptcies [6][7] - The lack of "creative destruction" in American company formation since the GFC has led to a backlog of companies that should have failed [9][10] - Relaxed constraints on M&A activity may lead to more aggressive acquisitions of assets from floundering businesses, contributing to bankruptcies [12][13] - Increased competition from unexpected companies is putting pressure on various business categories [14] Retail Sector Vulnerability - Retail businesses with physical locations are particularly vulnerable due to the leverage associated with long-term leases, which are akin to debt [18][19] - Macro trends of declining foot traffic to physical locations, influenced by companies like Amazon and Shein, exacerbate the challenges for retailers [18] Commercial Real Estate Debt Crisis - Approximately $2.2 trillion of commercial real estate (CRE) debt is maturing before 2028, posing refinancing challenges [24] - Higher interest rates and declining real estate valuations are making it difficult for developers to refinance debt, potentially leading to foreclosures [26][27] - Banks are hesitant to foreclose on commercial real estate due to the negative impact on their balance sheets, leading to restructuring efforts [24] - Traditional office construction is facing headwinds as financing flows shift towards data centers, further straining the commercial real estate sector [30]
US Gov Buys 10% of Intel: What’s It Really Means - David Sacks
All-In Podcast· 2025-09-03 15:01
Government Investment & National Security - 美国政府收购英特尔 10% 的股份,旨在将芯片制造业转移回美国本土,解决国家安全问题 [1][13] - 芯片法案提供数十亿美元的贷款和 90 亿美元的赠款,以支持芯片制造回流 [1] - 此次股权收购是政府对芯片法案的调整,旨在从对芯片制造商的投资中获得回报,而非无偿赠款 [1][15] - 股权收购模式优于以往政府在经济困境时无偿提供资金的做法,允许美国纳税人分享企业增长的收益 [9] - 股权换取模式可以为公司提供正确的激励,避免公司不断寻求政府救助 [12][15] - 自由市场未能实现芯片制造回流的目标,因此需要政府干预 [13][16] Comparison with China's Approach - 中国政府通过平衡表支持关键产业公司,有时会要求获得“金股”以控制董事会 [4] - 中国利用其在稀土等行业的股权,通过价格操纵等手段扰乱市场,从而锁定资本市场,排挤竞争对手 [5][6] - 与中国不同,美国政府的股权投资不寻求控制权,保持透明度,并允许资本市场为这些企业融资 [9] Potential Concerns & Future Implications - 这种模式是否会成为常态,美国政府是否会开始通过股权换取贷款和赠款,引发争议 [2][3] - 股权换取模式需要考虑国家安全利益或类似情况,以及自由市场未能实现优先事项的情况 [16]
🚨 All-In Summit Speaker Announcement: Eric Schmidt
All-In Podcast· 2025-09-02 16:00
I honestly believe that the AI revolution is underhyped. Now, why is this all important. >> Eric Schmidt is here.He's the former Google executive chairman and CEO. >> These agents are going to be really powerful, and they'll start to work together. We're soon going to be able to have computers running on their own, deciding what they want to do.>> Now, we have the arrival of a new nonhuman intelligence, which is likely to have better reasoning skills than humans can have. So if you were emperor of the world ...