Comments

Friedberg is RIGHT ON about most Americans' view of AI as just another "advance' that will make the rich richer and leave the rest behind.

Friedberg is the only honest person on the pod.

Chamath trying to talk people into being his exit liquidity

Does every episode need to have Chamath push his spacex bag on retail

Friedberg is the only valuable opinion left on this show. Everyone else is so transparently talking their book it’s gotten boring

I'm not "anti-progress" if I am worried about my job, my ability to feed my family, and worried about EVERYONE unemployed fairly soon and what kind of apocalypse that would look like.

People hate AI because there's no money in it for them. In fact it's the exact opposite of the web in the 90s. AI is a black hole sucking up all opportunities and souls in the process

21:10 friedberg spot on imo

I'm super confused by Chamath's insistence that no one has asked warehouse workers or long-haul truck drivers what they think about AI. The Teamsters are on record opposing it and for obvious reasons. In what world does Chamath think that guys with high school diplomas who make six figures driving trucks are ready to willingly give that up?

When Chamath, the SPAC king, speaks, I move my wallet to my front pocket

Friedberg's analysis at about 21:00 is pretty profound and seems enlightening. I think he is largely correct.

“A CCP campaign against AI” 😂😂😂😂😂

Chamath is so detached from normal people's lives.. Does the Uber driver or Amazon worker want their job? Or WHAT? Not have their job and not be able to pay the bills? If you're offering them a funner or easier job, ask them that, but don't ask them if they like their job, because they're choosing it because they prefer it to be unemployed

This podcast is proof that AI is not the only kind of super Intelligence that tends to hallucinate.

This is madness the boys think people "want" their trucking or stocking jobs. No dipshits - they NEED them.

Chamath is so out of touch with the working class... "Does the package sorter love his job?"... he only loves the paycheck part of the job, which is the main threat of AI. Friedberg on the other hand continues to impress with his insight.

No one liked it when Apple installed a U2 album on their iPods without their permission. No one likes it that Google installed a 4GB LLM on their computer without their permission. Period. If there was a pop up next time you opened Chrome asking if they wanted the LLM installed, no one would complain. Installing it without asking without opt out is the problem.

Americans hear (and see) CEO's laying people off because of AI. Isn't it that simple? CEO's would get rid of everyone if they could and leave real people behind.

Pledge a % of AI wealth to fund Social Security, Medicare/ Medicaid and create social alignment

These dudes are really in a billionaire bubble. If the fact that everyday Americans are truly nervous jobs will be lost is going over their heads… the backlash is not rocket science.

excellent pod, lots of thoughts and data to think about. Better World after Iran perfect close.

Chamath, the reason why Amazon warehouses have 30 to 40 percent turnover isn’t because of the job itself but the conditions upon which that Amazon make them work in due to lack of workers rights. Don’t be dishonest.

Love Freiburg's long-vision

Chamath always looking at off ramp to dump on main street

Anti AI also because nobody wants their car to be controlled by the government or the growing Big Brother trend.

First half of Friedberg's analysis of youth response to AI backlash is spot on. The foreign interest element is a bit overblown compared to the clear "Dumbing Down" of Americans that was purely domestic politics motivated and started all the way back in the 1980s.

No comment on the new anti weaponization fund? Cmon guys.

Friedberg, at first , pauses and then boom.. Everything

AI is causing uncertainty in young people starting their lives and careers.

As an independent cabby. I'm thinking i see an opportunity to operate more than one cab a day.

this podcast episode was basically about "how do we trick the general public to believing that building AI is not to automate all jobs for there wont be a huge revolt or attack on data centers but AI will be used to automate jobs and increase margins"

Chamath’s suggestion in the clip at 26:31 exposes why people are not only pushing back on AI job automation and data centers in their backyards without public knowledge, consent, or ballot referendums — they’re pushing back because when you — yes, you guys included — along with Jensen Huang casually dismiss most American jobs (164 million) as nothing more than bundles of “tasks” that are just speed bumps on the road to higher productivity and ROI — which BTW has nothing to do with AI science and health breakthroughs that everyone would embrace, so stop conflating those benefits with the subject of job automation — it explains the deep public disdain for the AI industry as a whole. It’s the gaslighting that’s tripping you up. You don’t get to study workers’ workflows, then use that data to automate their livelihoods away for profit, and then smugly ask after the horse has left the barn, “Well, did that job even have any meaning? Maybe we should just talk to the workers directly and ask them if their job is important to them” like it’s some groundbreaking revelation. That’s not insight, revelation, or smarts — that’s tone-deaf, hubris on steroids. The resentment you’re seeing right now? You helped create it, and that resentment, just like AI, ain’t going back in the bottle.

35:10 so you guys are pro mass surveillance and dragnet data collection, but wonder why people are against AI? How does privacy exist in a world where every move you make and all of your metadata is collected and processed by AI? You're becoming more and more like China in your race to defeat them.

Any body noticed Musk v Altman verdict never came up? Just saying 🤷

People hate AI because people like Jason spent the last 6 months fear mongering and then ask why

All of them private owners of spacex? Would explain a lot

Jason, Thank you! ‘Covert’ is the right word when it is done without being open about it.

I assume these guys are gonna tell us why buying at 100x revenue is gonna be good for us while they sell in to it.

People hate AI because it has all been created by theft. Theft of articles, videos, audio, photos, code and more without a penny of compensation. Man these people are clueless to ponder why everyone hates AI 😂

The problem isn’t strictly “AI”. It’s the greed, the out of control capitalism, the extreme power people shouldn’t have in a free society. It’s the corporate valuations, the government surveillance and the tenuous job market. Rich tech leaders and mouthpieces are too inside the bubble to see it or care.

The one time I really wanted to hear David’s thoughts on why he literally stopped a EO from being signed. Like a Valcan doing a mind meld. Oh well!

Friedberg, you bring a depth and a broader, wiser perspective to this podcast that it otherwise lacks.

How's that war going ?

What is it we want to protect? Small town life, rural life , land and farm land, Orchards etc....

3 of the 4 hosts on this show today bear their significant weight of responsibility in nurturing this AI doom and gloom. Check your previous podcasts...

Chammath has a PHD in corporate buzz words.

Friedberg is the last man standing. My hero David has capitulated

If Ai really does what everyone thinks it will. Expect a lot more Luigi’s

Covert is the right word when you are not advised or it is hidden in the details

No sack

Friedberg is right, but he missed one thing: AI IS A THEFT OF THE COMMONS. Not only are a small number of creeps profiting to the degree that the rest of us are at existential risk, THEY STOLE OUR BIRTHRIGHT to do so. It is so sick, its not even comprehensible.

Friedbergs perspective is the sharpest I've ever heard on AI and it's relationship to the public

Wild to hear "Google is not in the business of doing shady things" when their business model is data collection and tracking for ad revenue

Part of the "PR problem" is you bubble-dwellers who think of this as a "PR problem".

I like how with AI data capture, there’s no consideration of the security, retention, and accessibility of that technology. Let alone ethics of surveillance and whether that technology can be inappropriately used. Just that it’s great! Would expect deeper dives from this group.

Why shouldn't people hate AI? Big tech would sell our kidneys for profit if it were even slightly legal.

Podcast for the billionaires, by the billionaires. Hard to listen to these days. It used to reflect how we all feel. Now only Freidberg’s comments reflect how some of us feel

The lalaland these guys were in to deny the layoffs were due to AI, and that AI was a ruse. All because the czar doesn’t wasn’t this to be said under his watch. There is no honesty in this pod

Always enjoy Gavin’s insights!

Friedberg is the smartest person on this podcast and it’s obvious 😂

Gavin is the 🐐

Chamath said the China trip was a success for Trump 🤣🤣 Can't make the glazing up! Xi had Trump kissing his feet and Xi showed absolutely ZERO desperation to give up anything to Trump.

This week the town council of Weaverville, a little village in Western N.C., decided it was important to pass an AI datacenter moratorium. A small mountain town with almost no flat land and no reason to be considered a datacenter site, pulls up their drawbridge out of fear. Yes, the AI industry has a PR problem.

​"You guys are discussing 'Why People Hate AI'—here is the global, ground-level reality for mid-career professionals looking at the near future. While AI might not be successfully replacing 100% of a role today, we can all see the writing on the wall as it chips away at our tasks. I’ve spent 20 years building expertise in my field. When AI inevitably crosses that threshold in the near future and my role is eliminated, I am literally screwed because two decades of human capital will be instantly commoditized. The standard tech-industry advice to 'just reskill' is completely tone-deaf for someone between 40 and 55. I cannot pay a mid-life mortgage on an entry-level trainee salary in a totally new industry. Until governments actually develop a transition plan for this impending cliff, the middle class is going to get gutted. If this systemic displacement hits globally without a safety net, the resulting economic despair will lead to uncontainable social unrest. We are watching the fuse burn down, and that is why the world is turning on AI."

STOP trying to "sell" AI... Sales is just perception manipulation.. People are already seeing the OBJECTIVE reality that AI is going to eliminate INSANE amount of jobs all while increasing energy costs of citizens and threatening water supply. PLUS when AMERICAN citizens vote "NO" to data centers... they're being ignored. Americans are SEEING and EXPERIENCING the objective TRUTH... You can't manipulate their perceptions on that by "selling".... The obvious negative effects ALREADY HAPPENING, beat you guys to the punch.

Chamath wondering why warehouse workers churn and if they actually want their job. Let them eat cake moment.

Chamath: More surveillance (KYC) over everyone. Let’s go further down the dystopian road of this digital prison we’re already living in. Totalitarianism is the only answer.

38:40 - To paraphrase: Listen, we need smart people to train the AI that will eventually replace them. Same thing happens before a shadow layoff. You train the person to replace you then get fired.

Omg Friedberg was spot on. We already feel it. Especially bc we have to pay to access all of these different uses for AI. It’s essentially a toll road… we know are tax dollars are going to build it but we have to pay to get across it, and only the people who pay can end up on the other side.

No mention of trump DOJ settlement

Chamath using his snake oil salesman pitch for exit liquidity again! classic

Gavin is awesome so sharp

Nic cage from Dream Scenario?

i am tired of these companies socializing losses and privatizing profits. if AI is so good they should pay for the electricity and water and all the upgrades that go into it and I should see a benefit, I shouldn't have to fund AI so they can become richer

Reason why people in US hates AI because there is always mindset of exploitation, centralized control.... and this is probably from West in general since Friedberg mentioned into Christianity of the past. But look at other societies especially East Asian - China, Japan, Korea, Singapore, or even South Asia, South East Asia, both Sinic and Indic cultures do not see that similar for new technology. In fact they always see the positive sides of technology and that Sinic societies see their government will be careful with the new technologies, much more than America.

Listening to people with too much money talk about engineering issues created a great comedy show for me to listen to.

Love you guys. One video I do not playback at 1.5 times!

Friedburg is so refreshing every week, saves the pod

No way in hell Friedberg will stay on this podcast after this year. there’s no more quality or objectivity

1:22:40 I remember when Sacks praised the “12 Day War” with Iran in June 2025 🙂 1:30:56 hey Gavin, not sure if you noticed but the price at the pump has raised over 30% since the strait has closed so I don’t see how that’s good for industrialization or starting a business?

AI = Surveillance State

It’s so nice to see Eric Wareheim as a guest on the show.

19:01 He explains this issue very well

Flock Safety’s security posture around the media and data they capture is egregious

Producing goods requires assets (such as land, buildings, and other tangibles), capital, and labor. As efficiency improves, most of the added value flows to owners of assets and capital, while labor receives only marginal gains. Widespread AI, especially embodied AI, will drive labor costs near zero and displace human workers. For society to adapt and thrive, the cost of core human needs (housing, food, healthcare, and energy) must fall sharply. Unfortunately, heavy government regulation in these sectors artificially inflates their prices while "luxurious" become even less expensive.

People don’t want these data centers in their cities! It’s not propaganda!

J Cal, I appreciate the Australia reference. Since WW2 we have been a much stronger and reliable ally to USA than UK or anyone else.!

The goal of ai LLMs AGI ASI agents is trying to make humans unemployable & because they're trying to control defense with ai, ai can end civilization. You always want humans in control. This is why OpenAI releasing chatgpt to the world was the biggest mistake ever! ai should have never released this to the general public. Then, they open sourced it; so, now the United States enemies have ai. & Nvidia is trying to sell them chips or technology. It's the most insane decisions ever! They're doing all of it for MONEY! Insane! Corporations, CEOs, & the current administration in the excutive branch are pushing ai, LLMs, AGI, ASI, & agents to make humans unemployable; so, everyone in the United States of America might need UBI from the government if corporations & CEOs & Founders are successful in pushing ai. I caution American citizens who go along with everything DOGE & this current administration in the excutive branch of office and the members of the GOP house & members of the GOP Senate is doing. This is not a political statement.

Ok, multiple people in this podcast are early investors in ScamX. Let me guess, what motive have these scam people to tell us retail bagholders to buy this overvalued piece of shit with the name ScamX? Ahhh, they want us to sell this absurdly overvalued piece of shit, so that they can pocket huge profits for themselves

Wait, no Sacks again this week?! But who will sweep for Trump & defend this dumpster fire of an economy?!

"AI is the best thing ever! AI will make us all more money! Anyone who hates AI is CCP-funded propaganda!"

AI could be the tipping point that destroys all society and may well defeat itself

You people flooded our country with hostile migrants for profit creating a crime greenhouse and are now selling the surveillance AI solution and are saying anyone who skeptical of this is a domestic tourist funded by the CCP, unreal

You you want us to believe that AI will mean 4 day weeks and UBI? STAY IN CA and PAY YOUR TAXES.

"Real people, like this hedge fund manager I met"...yeah not sure you understood the assignment.

Q: has anyone answered this question…why are so many data centers needed in populated areas which at a minimum steal the drinking water from common people? Why aren’t they required to locate on the coasts and be required to utilize desalination for the water consumption? Who is in charge and why it it ok to harm the common person through water use?

Its clear that Gavin isn't cut out for these conversations - almost every word is a hedge.

Grok fast forward the video whenever Chamath speaks

Why all of a sudden have Flock and SpotShooter both come up in this podcast and Marc Andreessen’s JRE?

''Go ask people working jobs to sustain themselves and support their families whether they actually like their jobs'' is such a disconnected take. What exactly do you anticipate the answer to be?

Chamath says that laying people off en masse is not the problem, the problem is talking about it

jcal saying he is into privacy is funny knowing he said a few episodes ago that he dropped everyone's emails and docs into openclaw at his company 😂

Calling people ignorant who don’t want data centers ruining their communities and consuming their limited resources shows how out of touch Chamath and JayCal are. This isn’t just a bad “messaging” problem that needs to be “handled.” Maybe college students and average people don’t like the changes they see: Chatbots replacing real people, horrible AI customer service, having our devices spy on us, automated cars. Friedberg was right about the sentiment of people feeling like this crap is being imposed upon us and ruining our world while a few get rich from it. Maybe we just don’t like or want it!

Lmao, this podcast is years behind recognizing a problem they helped create. Americans do not hate AI or technology. They resent vapid and deeply unserious tech leaders who are out of breath trying to force-feed autocomplete 2.0 to the public. David Friedberg at least seems to understand parts of the larger dynamic, but all of you still seem deeply unaware of why the public increasingly experiences this industry as smug, self-interested, and exhausting.

Well done Frieburg, he says it as it is

How about pressure the admin to investigate the people in the files

nice podcast Jasson

All depends upon how much money they can a skim off from the us goverment. Whats a few hundred billion more in debt?

AI in general needs a better PR team. Period.

The Best Podcast :face-blue-smiling:!! of all time :face-blue-smiling: ~ Thank you Jason

Why does nobody ever discuss how china spends tens of millions of dollars on propaganda specifically for the anti- data center narrative ? Nobody is a bigger fan of the US government heavily restricting US tech and AI than china. Just like what Russia was doing for the European green movement that ultimately took away European energy independence. This isn't complicated folks

Chamath saying we should ask the drivers and the package sorters if they really want those jobs, if they really like those jobs, is completely orthogonal to the point being addressed. If there is not much choice among available jobs for these folks, their self-actualization at work is a complete non-sequitur.

Didn't realise Nice Cage was so smart

18:14 this is the same generation booing Bitcoin. The kids went to college and evidently learned nothing.

Google and Gemini are screwing up. Big time. They screw up your phone – it's like breaking the back button – and act as if they are unaware that 99% of their users are unable to fix the problem they created, because the AI generates reams of text directions and call it a solution. The system is essentially what we used to call spaghetti code. It's like getting into a car and being unable to find the ignition or brake pedal. Countless relearning pointless and useless knowledge. I will never pay Google. I bought a Pixel based on Chamath. It's trash. I don't blame Chamath, but my disgust is real. I want the government to intervene. No doubt they'll screw it up. And I'm pro-AI, having worked on autonomous vehicles in the 80s.

I don’t hate AI, but I hate the viruses, autonomous weaponized drones and other dangerous stuff that they will be able to produce for governments, terrorists, algorithms etc…

People hate technology because they created technology that is so addictive and people feel powerless because of it. Also we have been sold a bunch of lies about connecting us all and we feel more alone then another time on history. No one trusts anyone trying to push technology.

There used to be a time when I would never miss an episode. I’m glad that time is behind me.

This episode makes me wanna pay YouTube to get that 3x speed

58:45 that geodesic idea reminds me of the surgeon driving the golf cart in Landscape With Invisible Hand

Ironic with Vegas and the police drones if anyone has seen the Ian Carroll and Tucker episode on the Vegas mass shooting.

KYC is a fundamental form of tyranny

Naive to assume these for profit companies are going to cut token costs in half because they gain efficiencies.

Friedberg again brings the whole group of you to a deeper understanding of the future and the appropriate path forward.

Personal computing should not be forgotten by an industry too focused on chasing dragons.

Friedberg is right on about a "Network of Small Models"

Thanks for the episode. Please hold back photos of Chamath’s proud bod on future episodes. Also, would it be possible for a future science corner on how data centers would work in space (I am confused with how the cooling physics would actually work so it’s viable)? Thank you all.

Loved the TED talk!

Can we have a dedicated session on Ai guardrails. AI + cybersecurity AI morale and who is doing great things to improve these areas

I hope the us continues to control what goes on in space.

YESSSS GAVIN BAKER bring him back more!!!

No!!! The issue is Americans are being lied to. Every data center is going to increase energy costs if they build. The president has already REFUSED to allow that!!!

You can defend him all you want because you're all friends and make money together, but Dario Amodei is an imbecile. If you want people to focus on the positives of AI, you can't have an idiot like him shouting how everyone in the world will lose their jobs. We're going into year 4 of this AI explosion, and we only hear about the never-ending layoffs and how AI will replace humans in all fields. A world where most people won't work and will be dependent on the government is a communist nightmare that should scare us all, not make us happy that it's coming. Also, China is an enemy of the West, and yet we are now having to pretend we should be friends with them, it's ridiculous.

The All-In Swamp slowly starting to shill the surveillance state.

The fear with AI is the result of the greed and the grift of CEO's and people just like everyone in the All in podcast. Very representative of how disconnected they are from reality and true uses of AI. I will add Elon himself did a forever damage to AI. It took us decades to create the bureaucracy we all hate to deal with. There are lessons to be learned and apply using AI. The way forward should have been from beginning, instead of firing everyone and closing all aid programs that were helping people, to actually augment all workers in those fields and understand the current state, the reasons behind them and use AI to create pipelines where bureaucracy is actually useful at scale (something AI is designed to handle really well) under human supervision. The same thing is happening in corporate too. For every single person that used AI braindead there will be a huge effort to actually use that in the future. Everyone rushed to use it without thinking that you need structure first before you scale with AI. For me this also exposed how ignorant and stupid all these people that feel entitled and above us actually are.

Gavin provides interesting perspectives but at times I find some of his views questionable. I am in favor of more perspectives though.

You keep asking questions I have the answer to… Why do people hate technology? I loved technology until it was hijacked for some bizarre as fuck elite stalker sell out event. You fucked up the telephone You fucked up the automobile You fucked up television You fucked up music You fucked up social engagement on the internet You shit on privacy You mock the word trust You believe to own or have captured your customers. It’s actually sick. I like tech…fuck you all for rotting our systems in real time. Respectfully, you need to know why people hate this sell out shit show you call AI.

How am I going to get a nice house in a good school district with no job and on UBI? For someone who is always concerned about the population decline - he doesn't seem to get that AI will make the problem exponentially worse.

Some rich billionaires, that invested in ScamX a long time ago at much lower valuation, tell us to buy this overvalued shit from them at $ 2T valuation, so that they get even more rich. And we are the bag holders and lose money

Each day Gavin looks more like Einstein

🔥

UPS drivers have a very low turn. We get paid well.

Hail Chamath.. 42:00.. could not agree more

I think AI is Very Important and Smart!

Regarding Flock, public safety is not a matter of technology, its a matter of will. Why would I want flock cameras in my town if a crazy man caught on camera would only get probation?

Yes DC to DC I am doing this in my own house with solar and batteries I am in the process of hooking up a 48 dc. We have been doing DC in Telecommunications for years. All long fiber optics run on DC, Cisco and juniper carrier grade routers already run on DC. We need to get severs working the same way. I have worked long haul fiber optics both SONET and optical Ethernet, Chamath is hitting a very obvious point that is being ignored

SPACs chamath, SPACs

FINALLY! I'm happy to see Chamath getting some support for promoting the POSITIVES of Ai. Tech-leaders in the US are LOSING THE AI PROPAGANDA WAR.

Pre-training has been stalled for 3 years. Godspeed to Andrej getting it unstuck, but that’s not where the gains have come and it’s going to take novel architectures and/or data processing to get it moving again. Not AutoML for LLMs

Good episode. Thanks. Regarding the discussion about the China trip: a) None of these intended deals that you mentioned and discussed happened. Especially regarding Nvidia: It's no longer about the US not allowing those exports, its about China no longer wanting them....think about the "Why"... b) It's maybe not a great idea having the visit of an American president to China assessed by 4 Americans who also must be somehow careful about what they say in public... However, I agree that, by default, it is good when politicians keep on talking even if outcomes are scant.

David Friedberg is so bright and often puts things so eloquently, it really is a pleasure to listen.

Aggregating small models to mimic like a large model is just going to spike up the tokens also recursive llm calls are just waste of tokens!! This just just my thoughts

Where is the theme song?

at 58:00, friedberg was talking about ICP and doesn't know it.

Great story, Gavin! Healthcare improvements are a huge area for AI and it is amazing that one man accomplished what he did for his daughter.

Thank you all for all your hard works!

The Pareto frontier is the set of best possible choices where improving one thing would make another thing worse. It represents the most efficient trade-offs between competing goals

What an Amazingly Insightful response from Frieberg with an Historical Context wrapped around the Developing AI World. excellent context.

“Chad bro Chud J Cal here Welcome BACK to the #1 podcast in the world!”

yeah... how do these billionaires sleep at night thinking that the markets may crash

Will the liquidity Keynotes be recorded and uploaded to youtube

You guys are wrong on Flock. IDK if. you have investments in that company, but you're nuts if you want that in your town.

Sorry for multiple comments but AI leaving people behind with job loss and the benefits not being widely distributed followed by a toop of using AI for surveillance with drones and gunshot detection is setting up for an interesting future.

1:25:57 You should buy SpaceX and you should not speculate and generally avoid everything else. But you should buy SpaceX.

Stop interupting the smartest person in the room. And its not close. Let him talk more. Gavin is the GOAT

Well the Vegas Police SHOULD have those safety features in place ~ let’s not forget that mass shooting that took place couple yrs ago at that country music concert near the MGM building 🤷🏽‍♂️

Yes but LLMs even with self learning are just probabilities

“I’m obviously not a Luddite” ET 12:02

The American dream is if you work hard you can build a life better than the one you have, with AI people feel that is gone.

UBI will be irrelevant if everything else is private and housing costs keep rising2-3x of inflation. It'll be like cuba where there is abundance, but nobody can afford any of it

Sorry to repeat but Jcal speaking...just breaks the video

Trump pulls why i live

Jcal with the Gen-Z cut

People don't like AI because the people making it keep telling us we are all going to lose our jobs. Duh

"People don't want data centers in their backyards and everything that comes with it?! Nah, it must be China who's brainwashing people to be against AI!!!"

❤

😂❤❤❤❤🎉🎉🎉🎉

The only problem in making a deal with China, is that no other country lies, cheats or steals more than China.

superintelligence is already a given. we already have almost godlike intelligence with mythos and 5.5 pro and we are still accelerating

Is Dune: Butlerian Jihad on the way to becoming a documentary?

Man is the measure of Al things

Chamath needs to turn it down a notch! I mean…those legs 🔥 🔥

Chamath, yes, a KYC and a KYA Know You Agent

Bingo at 18:36 🎉

Number one solar system

Shooter McGavin welcome back

love it, Sam joins Anthropic, and Chamath !!

One under-discussed implication of this conversation: if AI is now constrained by power, wafers, cooling, interconnect, and capital allocation, then deployment discipline matters much more than the market narrative suggests. In sensitive workflows like investigations, legal review, and public-sector work, the question is not only who gets the biggest model or cheapest token. It is whether the system can operate close to the source material, preserve traceability, expose uncertainty, and keep human judgment in control. The infrastructure bottleneck may actually reward narrower, source-grounded systems built for specific workflows, not just larger frontier models chasing general capability.

Agreed, ask the end user! They are the ones using it on a day to day bases

Thought that was Wareheim for a sec when I saw the thumbnail and got excited.. :/

Yes, you can put up a bunch of satellites to create a data center... Data Centers are not monolithic computers, they are many computers linked together. Having a giant space station as a computer center is a lot harder than having 10,000 satellites in far orbit talking to each other doing distributed processing. Who owns the LaGrange points? And the nice thing is that if you launch small computer satellites you can build capacity at the rate that you need it and not get ahead of the need with expenses - Just in time data processing capacity build out. The main issue is communication links and the speed of light. (Is Quantum entanglement communication coming?)

Friedberg is the most thoughtful and connected person on the panel

Best conversation in many months. Thank you for bringing back thought provoking ideas, arguments, and questions.

Scameth the hour, Chamath the man

Great guest

Great episode today. Gavin is a great guest on the pod!

Great pod

25:58 to me the hidden variable is the cost of inference. In the long term does it make sense to pay for inference vs paying a human to make choices- self driving, robotics etc.

As usual, Friedberg expresses his opinion and concerns from a genuine human perspective.

“Ted talk “ was great!

Chamath goes hard when Gavin is on the pod 😅😂😂

52:16 antigravity is very strong rn and shows you how the dominant company can quickly catch up after lagging. Cursor has been great since the start

Great podcast !!

‘That’s my Hormuz strait’ 😊

Chamath - excellent TED talk - entertaining

Great pod and guest, it's so much to take from this episode and think about. If we roll back 6 months or year ago who would have thought they were right. Friedberg is the king of the show, would love to hear him more. Less politics and more science.

Thank you gentlemen

The two Davids ARE the BEST!!!

All hail to Gavin for telling us to buy memory stocks last year 🙏

GAVIN with memory call....lets go!

Great episode

The all in podcast is always so fascinating to listen to. Thanks guys!

Probably my favorite episode yet. Gavin a great guest. And almost NO POLITICS.

I’m confused what ARR means for anthropic. What aspect of consumption based token usage is recurring?

There is a question whether power transmission can become HVDC since everything is generally connected to electronics

Can AI replicate all the All In episodes with only Friedberg’s perspectives?

talk that book 🎉

you gotta love the mother-in-law favor at the end😂

Nice one

I gotta get more models working together, obviously is going to improve that database that each model is working with

Gavin is great

“What is the point of being concerned when you have ridden the roller coaster to the top and it is beginning its descent” - GOLD

Chammi's hammies. This is why I tune in every week.

Wow, David's thoughts are deep, almost enlightning.

Great realpolitik from Gavin.

Great episode!

What a great testimony by Gavin. This is truly a miracle

Gavin’s story about the dad & his story about his daughter & his persistence resonated with me. Yes ! I used AI last week for confronting my stalker in my county in Nevada in a legal way. It was illuminating.

The data center satellites are completely different than Starlinks. Do you even know the best orbit for them. You can't compare them until you know the orbit!

Great haircut JCal!

I am glad to hear conversations around international collaboration and a detente-like development of AI. Do we trust tech bros self-regulating the models?

Light the fire. See what happens. What other choice is there now? If we don't someone else will. Is it determinism. Is it ego. Is it just pure innovation. Is it a combo of all of them. Something hints the future is negotiating the AI "arms race" between the US and China while it moves forward. Another great episode.

It appears that the pushback on AI Datacenters stems from the real and perceived externalization of costs that come with them, electricity price hikes being pushed on local residents, water problems, noise pollution, air pollution, etc.., these issues need to be addressed or the backlash is only going to get more vigorous. The datacenter builders need to start addressing these negative externalities ASAP or politicians fearing the wrath of voters will do it for them.

I love learning the knowledge but it seems most of these podcasts are just about how much money they are all going to make

Gerrado 😂

And god help us for what these vultures will do to people in distant countries…I get scam attempts daily.

The thing to understand about investors in this space: some WILL make money, the way people make money on any meme stock or ponzi scheme, they're just looking for a dumber investor than them

"he's got potatoes in the oven" 😅

make it a No. 2 podcast in the world - be humble a bit

When you say "Luddites" do you mean neo-luddites or luddites? Luddites want fair application of tech, not to go back in time.

A TWEETY? No a TWEATY

I asked TikTok are you AI and it said Yes I’m AI, I asked apps are you AI and it’s said Yes!

Andrej K, AutoResearch + AutoFSD vibe-coding cofounders of OpenAI join forces, Dario Anthropic Claude will be training on Elon's xAI Colossus, a truce and convergence on AGI

Most people don’t use ai for their routine simple regular life

Would it make sense, from a public relations perspective, to create a standard vocabulary for different AI specialties—for example, MDL-AI for medical AI, IND-AI for industrial AI, ADM-AI for administrative AI, CST-AI for custodial services AI, MTN-AI for maintenance AI, DOM-AI for domestic services AI, AGL-AI for agricultural AI, EDU-AI for teaching and training AI, TPN-AI for transportation AI, LOG-AI for logistics AI, ENT-AI for entertainment AI, ENG-AI for engineering AI, GVTLW-AI for government and law AI, and CRP-AI for cryptocurrency mining? Or will AI systems eventually become broadly capable, with polymath-like abilities that allow them to work across all fields?

What was the event, what was the disease, and what was the name of the drug? Why wouldn’t you share that info?

Andrej building his replacement

It’s like they discuss a marketing campaign What we are interested is the truth and the truth is AI is good and bad.

Chamath is a dork honestly - Retention rate for Amazon jobs is low because of primarily the working conditions being poor and the fact that these jobs are considered as "gateway" jobs to enter a better career elsewhere. But absence of such whole class of jobs means there is no economic / social mobility possible anymore ..

Nothing on the new green card policy 🤔

you can imagine all sorta regulations but 1) wont work for everyone, then further creates bias, then more patches, 2) China and other competitors certainly wont follow, 3) shape the incompetent mindset in US especially for youngsters, 4) honestly majority of the senior leaders are out of touch and wont fit for the future anyway, why not let competition drive out the best both for US and the world.

What would we do without David Friedberg

There's probably just some premium to give them for probably having the most cracked engineers on earth. I can't imagine anywhere else that dense with that specific type of talent.

IMO, the AI leaders have not gotten in front of the entire issue, letting others control the narrative. Even conservatives are being drawn into opposing AI and data centers in particular. When you leave a vacuum on communications, others will fill it. Chamath is on the right track. Stress the benefits, the medical field is full of such benefits.

😮❤❤❤❤🎉🎉🎉🎉🎉

Here's the revenue model for AI= $0.60 of revenue for every necessary $1 of overhead

What happened to my carriage driver?

Lfg!