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All-In with Chamath, Jason, Sacks & Friedberg


May 24, 2024

(0:00) Bestie intros: Recapping "General AI Hospital"

(2:46) Scarlett Johansson vs. OpenAI

(14:37) OpenAI's novel off-boarding agreements, ex-employee equity problem, and safety team resignations

(25:35) Nvidia crushes earnings again, but it faces a trillion-dollar problem

(40:05) Understanding why economic sentiment is so negative among US citizens despite positive data

(1:02:36) New study shows plastics in testicles

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Intro Music Credit:

https://rb.gy/tppkzl

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Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://x.com/BobbyAllyn/status/1792679435701014908

https://x.com/sama/status/1790075827666796666

https://openai.com/index/how-the-voices-for-chatgpt-were-chosen

https://www.washingtonpost.com/technology/2024/05/22/openai-scarlett-johansson-chatgpt-ai-voice

https://x.com/SydSteyerhart/status/1792981291266138531

https://www.vox.com/future-perfect/351132/openai-vested-equity-nda-sam-altman-documents-employees

https://x.com/sama/status/1791936857594581428

https://x.com/ilyasut/status/1790517455628198322

https://x.com/janleike/status/1790603862132596961

https://x.com/janleike/status/1791498184671605209

https://openai.com/index/openai-announces-leadership-transition

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-first-quarter-fiscal-2025

https://www.google.com/finance/quote/INTC:NASDAQ

https://www.morningstar.com/stocks/nvidia-2023-vs-cisco-1999-will-history-repeat

https://www.fool.com/investing/2024/03/06/is-nvidia-doomed-to-be-the-next-cisco-what-investo

https://www.elitetrader.com/et/threads/nvidia-and-the-cautionary-tale-of-cisco-systems.379022

https://chamath.substack.com/p/2023-annual-letter

https://www.forbes.com/sites/theapothecary/2024/03/23/summers-inflation-reached-18-in-2022-using-the-governments-previous-formula

https://www.theguardian.com/us-news/article/2024/may/22/poll-economy-recession-biden

https://fred.stlouisfed.org/series/CCLACBW027SBOG

https://x.com/KariLake/status/1792986501820850333

https://www.stlouisfed.org/on-the-economy/2024/apr/how-big-mac-index-relates-overall-consumer-inflation

https://www.google.com/finance/quote/MCD:NYSE

https://www.wsj.com/economy/gdp-and-the-dow-are-up-but-what-about-american-well-being-87f90e6d

https://www.consumerreports.org/health/food-contaminants/the-plastic-chemicals-hiding-in-your-food-a7358224781

https://onlinelibrary.wiley.com/doi/10.1111/j.1365-2605.2007.00837.x

https://pubmed.ncbi.nlm.nih.gov/12708228

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC7559247

https://pubmed.ncbi.nlm.nih.gov/21524797

https://academic.oup.com/toxsci/advance-article/doi/10.1093/toxsci/kfae060/7673133

https://www.youtube.com/watch?v=o6yuYkfNh-k

https://www.youtube.com/watch?v=EYQjShJxCtM

https://www.youtube.com/watch?v=r_4jrMwvZ2A