OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

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

4.2 • 7.1K Ratings

🗓️ 27 September 2024

⏱️ 96 minutes

🔗️ Recording | iTunes | RSS

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Summary

(0:00) Bestie intros: In Memoriam

(6:43) OpenAI's $150B valuation: bull and bear cases

(24:46) Will AI hurt or help SaaS incumbents?

(40:41) Implications from OpenAI's for-profit conversion

(49:57) Meta's impressive new AR glasses: is this the killer product for the age of AI?

(1:09:05) Blue collar boom: trades are becoming more popular with young people as entry-level tech jobs dry up

(1:20:55) Risk of nuclear war increasing

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Intro Video Credit:

https://x.com/TheZachEffect

Referenced in the show:

https://www.reuters.com/technology/artificial-intelligence/openais-stunning-150-billionvaluation-hinges-upending-corporate-structure-2024-09-14/

https://www.bloomberg.com/news/articles/2024-09-25/openai-cto-mira-murati-says-she-will-leave-the-company

https://x.com/chiefaioffice

https://openai.com/our-structure

https://x.com/unusual_whales/status/1658664383717978112

https://x.com/elonmusk/status/1839121268521492975

https://www.politico.com/news/2024/08/26/zuckerberg-meta-white-house-pressure-00176399

https://appleinsider.com/articles/12/12/28/early-apple-prototypes-by-frog-designs-hartmut-esslinger-featured-in-upcoming-book

https://www.cnbc.com/2024/09/16/the-toolbelt-generation-why-teens-are-losing-faith-in-college.html

https://www.wsj.com/tech/tech-jobs-artificial-intelligence-cce22393

https://layoffs.fyi

https://educationdata.org/college-enrollment-statistics

https://www.bloomberg.com/news/articles/2024-09-20/zelenskiy-to-push-us-for-nato-invite-weapons-guarantees

Transcript

Click on a timestamp to play from that location

0:00.0	All right, everybody, let's get the show started here.
0:02.7	Well, Jason, why you're wearing a tucks, what's going on there?
0:05.5	Oh, well, it's time for a very emotional segment we do here on the All-In podcast.
0:12.0	He's got to get myself composed for this.
0:14.0	Oh, Jason, are you okay?
0:17.0	I'm going to be okay, I think.
0:19.0	Yeah, it looks like you're fighting back at tier.
0:21.0	What's...
0:22.0	Yeah, this is always a tough one.
0:23.7	This year, we tragically lost giants in our industry.
0:29.1	These individuals bravely hone their craft at open AI before departing.
0:35.0	Delia Soskever, he left us in May.
0:39.0	Jan Lika also left in May.
0:45.0	Sean Schulman tragically left us in August.
0:50.0	Wait, these are open AI employees?
0:53.0	Yes, Gerard Soff left on Wednesday.
0:56.5	Bob McGrew also left on Wednesday.
0:59.9	Too short, too short.
1:01.7	And Mira Marotti also left us tragically on Wednesday.
1:06.4	We lost Mira too?
1:07.4	Yeah.
1:08.4	And Greg Brockman is on extended leave.
	...

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