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🚨 All-In Summit Speaker Announcement: Keller Rinaudo Cliffton
All-In Podcast· 2025-08-08 14:15
Regulators are now approving drone deliveries. >> There is one company that is huge in this space. They are by far the largest autonomous drone delivery fleet in the world at this point.They're called Zipline. >> Keller Renado Clifton is the co-founder and CEO of Zipline, the world's largest autonomous logistics and delivery system. We should get back to like building real things in the real world.>> What they've been showing is way more advanced than anything from Google or Amazon. What nerds are working o ...
🚨 All-In Summit Speaker Announcement: Jeremy Allaire
All-In Podcast· 2025-08-07 18:28
Industry Trends & Market Opportunity - Crypto industry is potentially going mainstream, partly due to Circle's public debut [1] - Stablecoins, particularly dollar-pegged ones, could unlock a $2 trillion market [2] Company Performance & Vision - Circle experienced a meteoric rise in its stock price since its IPO in early June [1] - Circle's IPO is considered one of the great performing IPOs in some time [1] - Circle is delivering on its 12-year vision for a future internet financial system [2]
“There Is No Legal Confidentiality When Using Chat GPT” Facing The AI Privacy Issue
All-In Podcast· 2025-08-07 15:01
AI Privacy Concerns - AI user privacy is becoming a significant issue due to the lack of legal confidentiality when using AI products like ChatGPT [1][2][3] - Current legal treatment of AI chat history is similar to search history, which can be subpoenaed, but AI interactions are more personal and sensitive [4][5][6] - The potential for government intrusion through AI chat history is greater than with search history [6] Potential Solutions & Market Opportunities - A market opportunity exists to create AI models with built-in privacy features, such as default encryption, making user data inaccessible even to the AI provider [11][12] - The industry could explore certifying AI models in fields like law and medicine, granting them the same privileges and responsibilities as human professionals [7][8][9][10] - Encrypting all chat data by default on platforms could be a competitive advantage [11] Ethical & Societal Implications - Granting AI privileged rights raises questions about the overall rights and responsibilities of AI [9][10] - Analyzing user data through AI can reveal surprisingly accurate personality assessments, raising concerns about data privacy and potential misuse [15][16][17]
Have Fed Rate Cuts Become A Political Lever? - Chamath Palihapitiya
All-In Podcast· 2025-08-06 20:22
I don't know if you noticed this axe, but people are talking about the QDP the second quarter print which was amazing for GDP. You were talking about it a bunch Jamath on the socials. He keeps referencing the first half.So he's trying to blend those two together I think because of the the tariff differences or you know maybe to to smooth it out as he said. What's your take on this. The GDP boomed in you know 3% which is pretty great.the the problem. No, the problem that Jerome Powell has is that he's trying ...
🚨 All-In Summit Speaker Announcement: Dave Ricks
All-In Podcast· 2025-08-06 17:56
Company Performance - Eli Liy's market capitalization has increased by approximately 860% since the current CEO took office [1] - The stock price is up a little bit more than 1,000% [1] Drug Development & Market - Eli Liy is the world's most valuable pharmaceutical company and a leader in the GLP-1 drug market [1] - GLP-1 drugs have become increasingly popular [1] - Eli Liy says it has a pill, eliminating the need for needles [1] - Eli Lily's experimental pill appears to work as well as the injected drug [2]
🚨 All-In Summit Speaker Announcement: Rene Haas
All-In Podcast· 2025-08-05 16:28
Company Valuation & Market Position - ARM's IPO in September valued the company above $54 billion [1] - The IPO was the largest public offering in over 2 years [1] - The company's valuation has tripled [1] - ARM's circuits are present in nearly every smartphone [1] - ARM is considered the winner in the CPU side [2] Industry Trends & Opportunities - Software is advancing faster than hardware [2] - Increased investment in new hardware benefits ARM [2]
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]