Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax

(0:00) Bestie Intros: Reservation Tips!
(5:20) Meta goes scorched earth in AI, why the stock was down despite beating on earnings
(22:20) Tesla's roadmap, ranking the company's highest-upside bets outside of cars for the next 10 years
(47:25) FTC bans noncompetes: impact on startups and company formation
(1:00:33) Besties reminisce on their encounters with Steve Jobs
(1:10:25) TikTok "divest-or-ban" bill is signed into law: Will China comply? What's it worth without the algorithm? Will a deal get done?
(1:27:22) Biden's proposed capital gains hikes and a 25% wealth tax for those with $100M+ in assets

Follow the besties:

Follow on X:

Follow on Instagram:

Follow on TikTok:

Follow on LinkedIn:

Intro Music Credit:

Intro Video Credit:

Referenced in the show:

#allin #tech #news

[Prehension]

Oh man Sacks, "Biden combines the foreign policy of Dick Cheney, and economic policy of Elizabeth Warren.' Have to give it to you👏

[marieschildt]

loved todays episode, go Besties! The highlights of the podcast are really the personal stories, such as private encounters with some of the brightest minds like Steve Jobs in this episode. 'All-In' consistently stands out for its quality and never fails to inspire!

[darth.mingdom]

Chamath - there’s a lot simpler explanation for Meta and Tesla stock price movements this week : one was overbought and another was oversold going into earnings.

[BeachGuyDave]

This podcast just gets better and better. I’ve come to realize, that we have such an amazing opportunity to get insights on these inside baseball stories that the four amigos have a wired throughout their tech lives. Absolutely love this podcast! Keep it up!

[LateNightCrypto]

Something I forget how successful you dudes are. Swapping stories of chatting with Steve Jobs, being the third investor in Uber, obviously roles in the origins of Tesla, Meta etc. Wild!

I’d love to hear you three interview Charles Hoskinson one day.

[farmerbrett]

I have rewatched the end of this pod 3 times now! That is as good as all in gets when Saxs goes ham! Hope this coming Friday is similar

[matts]

If you want an example of how FOS Chammath is…claims he doesn’t know what Waymo is. 10 minutes later knows exactly who Anthony Levendowski is and what he did wrong. (He was the leader of Waymo and went Uber having stolen their IP, Uber got sued).

[FreeTxn]

Please don’t change the music! I always look forward to it at the end. 😊

[jordangaudio]

I love this podcast. So much value. I look forward to every one of them

[reallunacy]

"tipping" to cut the line or the rules is a valid trick. Heck, when I was a truck driver I have "tipped" people to get unloaded before the other trucks. Time is money friend. You get to decide which is more valuable to you.

[MFB_]

Wow- definitely one of the best! Loved how Sachs came alive at the end there!

[Sebster]

Woah, Jason and co. don't seem to understand the difference between Tesla's pure vision and neural net approach to solving autonomy and Wayno's. Waymo vehicles are restricted to operating within a geofenced area. Due to the costly sensors employed and the extensive coding required to address countless edge cases, this approach is not scalable. In contrast, Tesla relies solely on vision, which is less expensive, and does not use heuristic codes, enabling its autonomous system to function anywhere. With ample training and data—a significant advantage Tesla holds over competitors—the vehicles can learn to address edge cases in real time without depending on heuristic code and expensive censors. So, hearing Jason casually lump Waymo and Tesla together as if they're both on a similar path to solving autonomy means that he doesn't understand how this works.

[wolfofdubai]

I think Mark Zuckerberg watching ALL IN

[mikerowe]

Hahah savage wrap up! Sacks was on fire :)

[BumbleThyme]

You guys hit it out of the park on this one, love the longer format. I listen while working, makes the day go by in a great way.

Thanks Gentlemen.

[tylerwood]

So glad to hear regular RFK Jr support regularly on the pod. I’ve been a listener from episode #1 of the All In. The exchange of thoughts, reactions and insights has been a bright light in the darkness. Kudos to you and the team and all the silent people behind you that support your operations and families. 🙏🌎🙏

[naveenbandarage]

Love yall so much best part of my week tuning in for the pod!

[joepavlos]

I can't stop "He combines the foreign policy of Dick Cheney with the economic policy of Elizabeth Warren" just amazing. Chamath killed it most of the show but this quote was the Alpha!

[leslieg]

So appreciate Jason explaining terms that many of us are not familiar with, like the "sharps and squares".

[Rafael]

Chamath, i think Jensen recently said that right now inference is 100% done by Nvidia chips. And Jensen was asked about it a few times in the interviews, and he was not worried at all that inference will be tasked to other chips to perform. And i am suprised that you think market reacted negatively because it "understood" that Meta could do inference with other chips