meta_pixel
Tapesearch Logo
All-In with Chamath, Jason, Sacks & Friedberg

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.27.1K Ratings

🗓️ 31 January 2025

⏱️ 109 minutes

🧾️ Download transcript

Summary

(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:

https://x.com/travisk

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

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:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf

https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m

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/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5

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://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html

https://x.com/america/status/1884372526144598056

https://x.com/DOGE/status/1884396041786524032

https://fred.stlouisfed.org/series/FYFSD

https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency

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

https://x.com/chamath/status/1885068981905875241

Transcript

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.