Episodes

In this episode, Jason opens with an emotional segment before diving into OpenAI's $150 billion valuation and ChatGPT-4 insights. Chamath discusses his appearance on the Joe Rogan Experience, leading to a conversation on AI's impact on knowledge work and OpenAI's shift from nonprofit to for-profit. The episode explores tech innovations like Apple's iOS 18, Meta's AR glasses, and ambient computing. They also discuss a blue-collar boom versus tech job decline and an education market correction. The conversation touches on geopolitical tensions, including the Middle East conflict and Ukraine war, wrapping up with light-hearted banter and closing remarks.

The episode starts with bestie intros and a recap of the All-In Summit. The discussion shifts to the recent Federal Reserve decision to cut 50 basis points, exploring whether it serves as an economic tailwind, a concerning signal, or both. The conversation moves to AI's impact on call centers and the intricacies of agent training. They critique the US government's allocation of $50 billion toward rural internet and EV charging stations, questioning its efficiency. Reflecting on challenging years in venture capital, they debate whether the VC model is broken. The episode concludes with reactions to the first Trump/Kamala debate, analyzing factors that could influence each candidate's success.

The episode begins with an introduction to Waymo's driverless taxis and its leadership. The conversation explores the commercial aspects of autonomous driving, focusing on safety considerations. They delve into the technology behind autonomous vehicles, discussing the merits of lidar versus cameras and the importance of learning from diverse environments. The discussion shifts to the impact of autonomous driving on public health and ride-hailing services. The business side is analyzed, including the ecosystem, licensing, and paths to profitability. The episode wraps up with thoughts on open sourcing autonomous vehicle technology and addressing various challenges in the industry.

Join us as Dave Portnoy of Barstool Sports shares his journey and the brand's explosive growth. He discusses the 2016 Chernin deal, the 2020 Penn acquisition, and his return to "Founder Mode" after reacquiring Barstool for $1. Dave delves into talent evaluation, his public persona, and thoughts on Trump and Kamala Harris. He also reflects on sports betting, his gambling streak, and Caitlin Clark's impact on the WNBA. The episode wraps up with insights into cancel culture and Barstool's future.

The episode opens with a warm welcome before diving into a conversation with Marc Benioff. He shares insights on philanthropy, company values, and the impressive growth trajectory of Salesforce. The discussion shifts to OpenAI's business model and the broader implications for AI's future. Benioff introduces Agent Force and highlights Salesforce's major clients. The conversation explores AI's role in enhancing customer support and reviews recent advancements in OpenAI's products. Challenges in product development and AI model integration are discussed, followed by a look at humanoid robots and AI's potential to boost enterprise efficiency.

The episode kicks off with Peter Thiel's background, leading into his views on tech investments and politics. Thiel shares predictions for the 2024 election, election integrity, and a successful Trump presidency. The discussion moves to US-China relations, the Taiwan conflict, and economic impacts. He advises TikTok's CEO amid US-China tensions and explores AI advancements and societal implications. Thiel also discusses the Thiel Fellowship, higher education, and student loans. The episode wraps up with insights on AI's future, NVIDIA's role, and Thiel's take on optimism and human agency.

The episode opens with a discussion on Megyn Kelly's departure from NBC and the rise of independent voices in media. Megyn shares her insights on cancel culture and the challenges of producing an independent show. The conversation transitions to her experience in independent broadcasting, highlighting content decision-making processes. They explore the politicization of trans issues and share views on the upcoming election. The critique of a Kamala Harris interview and Trump's legal challenges are examined. The future of political parties and the influence of social media are discussed, followed by potential constitutional amendments. Megyn shares a personal story about patriotism, ending with closing remarks and gratitude.

The episode begins with Jason introducing Travis Kalanick. The discussion starts with what Travis is currently working on at Cloud Kitchens, highlighting his operating playbook. They delve into Travis's strategic approach at Uber, including competition with Lyft, the intricacies of surge pricing, and handling negative press. The conversation shifts to Travis's experience as a "War time CEO," particularly focusing on the competitive landscape in China. Travis reflects on his ousting as CEO of Uber and contemplates his future endeavors.