🚨Gavin Baker on why a potential xAI + Apple partnership makes sense: "On the internet, distribution wins championships." "Something that I think is interesting and relevant, particularly to Grok 4 being the best product, is the best product doesn't always win in technology." "In sports, they say 'defense wins championships.' And on the internet, distribution wins championships." "And Grok 4 has formidable competitors with lots of distribution." "And so from an industrial logic perspective, something that I think makes a lot of sense, particularly since OpenAI bought Jony Ive's hardware startup, which will place them into competition with Apple at some point, is xAI and Apple are natural partners." "There's been a lot of news about Apple thinking about buying Perplexity or Mistral, but that's just a Band-Aid. Those companies don't get Apple what they need." "And I think there is solid industrial logic for a partnership. You could have Apple Grok, Safe Grok, whatever you want to call it so that Apple feels comfortable." "And that probably also helps Grok in the enterprise. And then it also helps both Apple and Google with this DOJ trial." "And so I think, in this incredibly high ELO chess match that is being played between the leading labs, that partnership makes a lot of sense for both companies." @GavinSBaker @elonmusk @Apple @xai

🚨 pod up! -- @GavinSBaker joins -- trump vs powell -- solving the debt crisis -- the $10 trillion agi prize -- agi vs superintelligence -- nvidia h20 export restrictions lifted -- @BoHines joins with sacks to talk genius act / clarity act -- post-show: @SenatorHagerty joins sacks for a quick chat after the passing of the genius act! (0:00) the besties welcome gavin baker! (1:51) markets: pricing in tariffs, trump vs. powell, solving the debt crisis (19:24) the $10 trillion agi prize, what agi and superintelligence look like in the economy (38:33) sacks and bo hines join to discuss the genius act and the clarity act passing the house this week, and what it means for crypto in the us (52:42) ai infrastructure: $90b in new investments announced, nvidia h20 export restrictions lifted (1:06:06) sacks interviews senator bill hagerty on the passing of the genius act

🚨 All-In Summit Speaker Announcement: Dara Khosrowshahi -- CEO, Uber -- +43% YTD, ~$190B market cap (hit new ATH in July) Dara will join the besties on stage at the 2025 All-In Summit! Tickets: 2024 Recap: @dkhos @uber

🚨 All-In Summit Speaker Announcement: Roelof Botha -- Managing Partner, Sequoia Capital -- Early investments in YouTube, Instagram, Block (Square) Roelof will join the besties on stage at the 2025 All-In Summit! Tickets: 2024 Recap: @roelofbotha @sequoia

Chamath: President Trump Should Be Allowed to Right-size the Federal Government @Jason: "SCOTUS made a big decision here." "They've sided with Trump for plans for federal workforce RIFs, reductions in workforce." @chamath: "I think President Trump should have absolute leeway to decide how the people that report to him act and do their job." "There are more than 2000 federal agencies." "Employees plus contractors I think number almost 3 million people." "If you put 3 million people into 2000 agencies, and then you give them very poor and outdated technology, which unfortunately most of the government operates on, what are you gonna get?" "You're gonna get incredibly slow processes." "You're going to get a lot of checking and double checking, and you're going to ultimately just get a lot of regulations because they're trying to do what they think is the right job." "So since 1993, what have we seen? Regulations have gotten out of control." "It's like 100,000 new rules per some number of months. It's just crazy." "So eventually we all succumb to an infinite number of rules that we all end up violating and not even know it." "So if the CEO of the United States, President Trump, isn't allowed to fire people, then all of that stuff just compounds."

🚨Keith Rabois on Perplexity's AI browser: "It's a great Hail Mary attempt" because " absent something like this, Perplexity is toast." @jason: "OpenAI and Perplexity are going after the browser." "Perplexity launched Comet for their $200/month tier." "This is a really interesting category. Having your browser connected to agents lets you do really interesting things." @rabois: "I think it's a great Hail Mary attempt by Perplexity." "I think absent something like this, Perplexity is toast." "Like, per the stat about ChatGPT going to a billion users, it's becoming the verb, you know, the way you describe using AI for a normal consumer." "There's nothing left of Perplexity if they can't pull this off." "So it's a great idea because the history of consumer technology companies is, whoever has uphill ground, like in a military sense, whoever's first has a lot of control." "This is actually what Google should be doing, truthfully." "I think Google Search is toast." "And since they have Chrome and they theoretically have a quality team in Gemini, they should be putting these two things together and hoping to compete with ChatGPT." "They're gonna lose the search game. The assets that are best at Google right now have nothing to do with search." "It's every other product that's the only thing that's gonna save that company if they can figure out how to use them."

🚨 All-In Summit Speaker Announcement: Cathie Wood -- Founder, CEO, CIO of ARK Invest -- $20B+ under management Cathie will join the besties on stage at the 2025 All-In Summit! Tickets: 2024 Recap: @CathieDWood @ARKInvest

Howard oozing taste…an incredible Rashid Johnson behind him and our tequila in front of him! 💪🏽👊🏽 Which Ultra-VIP will get it next?

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🚨 Chamath explains Grok 4's breakthrough and how Elon leapfrogged the competition in AI: @elonmusk and the team at xAI understood "The Bitter Lesson" by @RichardSSutton @chamath: "(The Bitter Lesson) basically says in a nutshell, that you're always better off, when you're trying to solve an AI problem, taking a general learning approach that can scale with computation. Because it ultimately proves to be the most effective." "The alternative would be something that's much more human labored and human involved that requires human knowledge." "So the first method, what it essentially allows you to do is view any problem as an endless, scalable search or learning task." "As it's turned out, whether it's chess, or Go, or speech recognition, or computer vision, whenever there was two competing approaches, one that used general computation and one that used human knowledge, the general computation problem always won." " And so it creates this bitter lesson for humans that want to think that we are at the center of all of this critical learning and all of these leaps, and what these results show is a general computational approach that doesn't require as much human labeling can actually get to the answer and better answers faster."