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

Update: 2024-09-27

Description

(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

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://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

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Trump's market impact: Bitcoin, M&A, IPOs + transition picks; Polymarket CEO raided by FBI

2024-11-1601:23:22

Trump wins! How it happened and what's next

2024-11-0801:43:27

Inflated GDP?, Google earnings, How the media lost trust, Rogan/Trump search controversy, Election!

2024-11-0101:30:51

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

2024-10-2501:36:42

Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY

2024-10-1801:18:43

JD Vance | All-In Summit 2024

2024-10-1546:23

Hurricane fallout, AlphaFold, Google breakup, Trump surge, VC giveback, TikTok survey

2024-10-1101:24:18

Elon Musk | All-In Summit 2024

2024-10-0801:07:12

In conversation with Mark Cuban

2024-10-0302:06:27

John Mearsheimer and Jeffrey Sachs | All-In Summit 2024

2024-10-0154:26

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

2024-09-2701:35:48

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala

2024-09-2001:24:49

"Founder Mode," DOJ alleges Russian podcast op, Kamala flips proposals, Tech loses Section 230?

2024-09-0601:35:48

In conversation with Reid Hoffman & Robert F. Kennedy Jr.

2024-08-3002:11:43

Massive jobs revision, Kamala's wealth tax, polls vs prediction markets, end of race-based admissions

2024-08-2301:31:42

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive

2024-08-1601:46:01

Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

2024-08-0901:44:28

Kamala surges, Trump at NABJ, recession fears, Middle East escalation, Ackman postpones IPO

2024-08-0201:19:09

Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG

2024-07-2601:39:25

Trump assassination attempt, Secret Service failure, Inside the RNC, VC liquidity problem

2024-07-1901:15:56

00:00

1.0x

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

#box-pro-ellipsis-173220159989027{-webkit-line-clamp:2;}OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war

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

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