All-In Podcast
Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.
AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
The episode begins with updates on the All-In Summit, setting the stage for a deep dive into the current state of AI. The discussion examines whether the slowdown in AI enthusiasm signals a bubble or a healthy market correction. Meta's decision to freeze AI hiring is scrutinized, questioning whether this indicates a broader deceleration in the AI talent wars. Political discourse shifts to Gavin Newsom's potential as the early front-runner for the 2028 Democratic presidential nomination. The episode concludes with an analysis of Trump's two summits concerning the Russia-Ukraine conflict, exploring potential outcomes and geopolitical implications.
Key Points
- Gavin Newsom's performative antics and early poll lead may not be sustainable, as his track record in California could be a significant liability in a national election.
- The current AI investment super cycle is experiencing a healthy correction, with increased skepticism about the immediate impact of generalized AI models and a pivot towards more specialized, smaller models.
- Trump's foreign policy approach, particularly his willingness to engage directly with adversaries like Putin, is seen as a strong strategy for attempting to resolve complex international conflicts.
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Transcript
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