4.2 • 7.1K Ratings
🗓️ 31 January 2025
⏱️ 109 minutes
🧾️ Download transcript
(0:00) The Besties intro Travis Kalanick!
(2:11) Travis breaks down the future of food and the state of CloudKitchens
(13:34) Sacks breaks in!
(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry
(50:14) US vs China in AI, the Singapore backdoor
(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor
(1:10:37) DOGE's first 10 days
(1:25:13) Future of Self Driving: Uber, Waymo, Tesla
(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts
(1:44:17) Fatal DC plane crash
Follow Travis:
Follow the besties:
Follow on X:
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
Intro Video Credit:
Referenced in the show:
https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf
https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html
https://x.com/shrihacker/status/1884414667503853749
https://x.com/balajis/status/1884975064283812270
https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024
earnings-call-transcri
https://x.com/mrexits/status/1885017400308806121
https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3
https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt
https://x.com/rauchg/status/1875627666113740892
https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6
https://x.com/satyanadella/status/1883753899255046301
https://en.m.wikipedia.org/wiki/Jevons_paradox
https://x.com/pitdesi/status/1883192498274873513
https://x.com/rihardjarc/status/1884263865703358726
https://x.com/austen/status/1884444298130674000
https://x.com/america/status/1884372526144598056
https://x.com/DOGE/status/1884396041786524032
https://fred.stlouisfed.org/series/FYFSD
https://x.com/Jason/status/1884671945800573018
https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633
https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html
Click on a timestamp to play from that location
0:00.0 | All right, everybody. Welcome back to the All In podcast. We've got an incredible crew today. Don't |
0:05.6 | forget to go to our YouTube, blah, blah, blah, subscribe. And make sure you check out Freiburg's |
0:11.6 | surprise drop with his hero, Ray Dahlia, live on all platforms today. How did that come about? Freeberg, |
0:18.8 | a little surprise drop. Just great. I was talking with Ray |
0:22.0 | about his new book, which he just published on how countries go broke, obviously. Which country is |
0:28.6 | going broke now, Friedrich? America. I think he talks a lot about the historical context of what's |
0:35.5 | gone on with the debt cycles in different |
0:37.7 | countries. And basically at the end of the book, he has a pretty, I think, important recommendation |
0:45.0 | to try and get the U.S. to roughly 3% of GDP is our net deficit, net of all expense, |
0:53.1 | including interest expense. So that's the recommendation |
0:55.4 | to the administration. I think it's pretty timely with the change in administration. Anyway, |
1:00.2 | great topics to talk through and really important both. Awesome. Well done. And we are super delighted |
1:07.5 | to have in the Red Throne, Travis Cowan. |
1:13.5 | He is the co-founder and CEO of Cloud Kitchens. |
1:18.3 | He also worked in the cab business for a little bit, co-founder and former CEO of Uber. |
1:25.6 | And, yeah, we had a great interview at the All In Summit last year, and he's back up from his media hiatus. |
1:27.4 | He's been in the lab working on Cloud Kitchens. |
1:28.0 | How you doing, brother? |
1:29.1 | I'm doing really well. |
1:38.2 | I got to say, just like at the summit, Jason, it's an honor to be in the presence of such a prominent Uber investor. |
1:39.3 | Absolutely. |
1:40.0 | Absolutely. I mean, finally, somebody has recognized my contribution. |
... |
Transcript will be available on the free plan in 24 days. Upgrade to see the full transcript now.
Disclaimer: The podcast and artwork embedded on this page are from All-In Podcast, LLC, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of All-In Podcast, LLC and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.