All In - Episode 170 Show Notes

Most Based CEO

Jason: CEOs seem to be getting more candid and saying what they think rather than filtering everything through a PR team. Played Jensen Huang clip saying “I hope you suffer” and Palantir CEO talking about Wall Street traders doing coke.
Friedberg: It seems like the cancel culture mentality is fading away - clearly a positive trend.
Sacks: These CEOs aren’t saying anything dangerous. They still aren’t attacking any sacred cows. There wasn’t necessarily any political courage in the example clips.
Chamath: There was a few year period where people couldn’t speak their minds and now CEOs are spending their political capital.

OpenAI’s Sora Training Data: Youtube?

OpenAI’s CTO made a statement that implies the model for Sora may have come from Youtube.

Chamath: On ChatGPT, if you open the voice prompt and say nothing, it will respond “Thank you for watching.” Possibly implying that it uses Youtube training data.

Friedberg: This isn’t controversial. Youtube is open data, it’s all publicly available.

Vertical AI Companies Flourishing

A new startup has emerged called Devin that is like a software engineer.

Chamath: This is incredible. The progress being made each week is amazing.

Sacks: This is the obvious use case for AI, being able to generate code with plain English and this is a great start. Coders are going to get much more efficient, this is a multiplier.

Friedberg: We are moving toward AGI but for now, in this era, we are seeing specific AIs replace specific humans i.e. lawyers, coders, doctors. You will still need humans with creativity to oversee the AI Agents.

Chamath: We’re going to see millions, or even billions, of new companies because anyone can create an app or service with AI.

Sacks: It‘s never been easier to get started as a solo developer.

House Passes Bill to Ban TikTok

Biden has said he will sign the bill but Senate has said there is a lack of interest. Trump and Vivek both oppose the bill and received campaign donations from ta ByteDance investor.

Sacks: There is a little of potential for abuse here from intelligence agencies. The bill is too vague and would allow a lot of control over other apps by the government. The definitions in the bill are too vague.

Chamath: There should be reciprocity. If US social apps aren’t allowed there, we shouldn’t allow theirs.

Friedberg: Reciprocity for reciprocity’s sake isn’t a good approach. The US is different than China. If we truly value free speech and free press, we cannot arbitrarily ban an app. that said, if it’s proven that the app is being used to spy on US citizens, then yes, we should ban it. But, if TikTok is banned it’s going to benefit Meta, Twitter, etc.

Jason: TikTok is attempting to program American youth through the algorithm.

Chamath: the algorithm in China is different than the one in the US. In China, it shows science and education content, in the US it’s pranks and dancing And political propaganda.

Sacks: It must be proven that the app is doing something nefarious otherwise we are going down a dangerous path to ban it.

Chamath: In this case, we are seeing a near unanimous support for this through the house. We wouldn’t see this kind of support if they didn’t all see something dangerous with this app.

Florida considering Banning Lab Grown Meat

Friedberg: Bill now on DeSantis’ desk for signing. This is a deterrence for the innovation and technology that is lab-grown meat. This is happening because Florida ranchers have risen against it to protect their businesses. This is a really bad idea. It denies innovation to industry. If Florida does this, Texas might follow suit and other big ranching states.

Chamath: Agrees with Friedberg, this is anti-competitive.

Sacks: It’s terrible when a legacy industry gets together and blocks a new technology.