Comments

Please add timestamps when Freidberg speaks

Friedberg should write a book

I'm 35 minutes in and Freiburg has only been able to get a couple words in before being interrupted? I would like to hear a complete answer please. Thx

Friedberg is the only sane voice remaining, I think...

This must’ve been filmed before anthropic got put on the naughty list

can we have a podcast with just friedberg I can't be the only one who just skip to freidberg every episode?

David Sacks, someone I like, should really re-consider how being uninterested in Science Corner really makes him look like a dummy while in charge of helping shape the outcome of one of the most important technology based scientific revolutions in our lifetime.

New data center being built 5 miles from my home. Before ground broke we were notified that our water bill was increasing 30%.

Low key Friedberg always drops the craziest insightful science game I’m here for it 🙌🏾

... Didn't Jack Dorsey just fire 4000 people? ...

This podcast has turned into a complete dog-and-pony show. It feels like a new low bending over backward to defend everything happening right now. Friedberg seems like the only remaining sane voice. It’s wild how quickly people change once they get a seat at the table.

The besties are all going in separate directions

Abundance for a few is the real truth

Mr Sacks, I feel bad for saying this. With deepest respect, you were mentioning the Anthropic software engineer listing proving engineer jobs will be around. i don't think you saw the bottom of the listing: "Note: this role may not exist in 12 months." Lol

If there is no Science Corner, I’m out

The best before date on this POD has long passed.

Interesting discussion. One point that deserved more attention was Friedberg’s idea of “consumptive capacity” - it was more than an insightful framing. The idea of an upper bound of what the global system can actually absorb and afford. The conversation moved past it quickly, but this may be one of the central constraint in an AI-driven world. If "productivity" scales faster than demand or purchasing power, we shouldn't automaticallly assume "abundance" but default to chaotic imbalance. Some of these tensive signals may already be visbile as automation becomes pre-dominant: Rising gold prices, stock volatility, gobal debt expansion, effects of excess manufacturing capacity in China, and persistent disinflationary pressure. These aren’t very random. While Sacks’ optimism (I'm biased as well) about entrepreneurial adaptation - new “geniuses” reshaping society - is compelling, his examples were incomplete. Assuming AI can create extraordinary productive capacity. The harder question is distribution: who meaningfully participates in that abundance? Will society feel broadly prosperous, or economically and socially destabilized? If wealth distribution, institutions, and cultural norms don’t adapt quickly enough, friction precedes equilibrium. Historically, instability comes before redesign. Without succumbing to the utopia/dystopia narratives, shouldn't we consider this is as an expected and unprecendented transition? There are valid concerns about transitions - these are rarely smooth.

Not surprised no acknowledgment of Block cutting 40% of workforce for AI doesn't fit their narrative, JCAL only one to discuss it before

So Anthropic is hiring 1 senior level software engineer for $500k salary.... how many software engineers are looking for a job rn and about to enter the workforce from college?

Why can't we be real here. It's not on both side. The politicians on the left are anti American. We know they hate Trump but have they forgotten that they are elected to stand for Americans? Have they lost all decency when they can't stand for people who were being recognized? I hear over and over again how this is on both side. No it is not on both side. Wake up!

I love science corner so please always keep talking about this. I first heard about yamanaka factors at the All In Summit in 2023. Love getting the updates from Friedberg.

Guys you are billionaires. There should be no ads on this show

WHAT JCAL DOESN'T GET IS THAT DEMOCRATS ARE TRYING TO DESTROY AMERICA. DEMS WON'T EVER WORK TOGETHER TO IMPROVE THE NATION.

The level of dishonesty is crazy

I wonder if the hosts would be willing to build data centers next to their mansions. Lead by example

I'm not sure if you guys are missing the point or purposely playing unaware on the data center issue? The main issue is they are being proposed haphazardly and all over the place. People don't want to live near data centers full stop, why aren't they being proposed in industrial zoned areas or why isn't there industrial areas set aside for them? All the reports I'm seeing is they're being placed in areas near people on quality farm land that have to be rezoned. Is there no industrial parks or areas where people generally don't want to live?

Everyone keeps talking their book except for friedberg

[1:03:00] Two parties working together means the right caving to left demands and working against the benefit of the people, so NO!

Mr. Sacks, where are the files?

i cannot believe sacks fell for the fake anthropic job posting

The pardons were ridiculous. I watched Trevor Milton come up with Nikola, and me and a bunch of others interested in the green-energy space were saying "Hey, this looks great, what do you guys think?" And we all considered the claims we were hearing, hoping for their truth but having unanswered questions. When a new claim was made, we all said, "How can we verify that? Should we invest more? Who's heard any verification? Where's the Hydrogen generation, the solar panels on the roof that no one can find?" Etc. Etc. Thank God for the Hindenburg report that set it aflame. Trevor knew he was lying (we all do when we lie), but Elizabeth Holmes gets 12 years prison time. He shouldn't have a pardon, that is not justice for fraud. He lied knowlngly to the public. Just don't do it Or else. But he didn't get the or else.

Great explanation from Chamath. First principles

15:14 Freidbergs gotta remember unless you change jobs or get promoted the average Joe's annual raise is 3% which loses to inflation

Can we vote Jason off the island?

There is no middle ground with people who HATE our country

we love freeburg

You guys are amazing!! Keep it up fellas

Jack Dorsey's Block cuts thousands of jobs as it embraces AI Twitter co-founder Jack Dorsey says his technology firm Block is laying off almost half its workforce because artificial intelligence (AI) "fundamentally changes what it means to build and run a company." "Within the next year, I believe the majority of companies will reach the same conclusion and make similar structural changes," he wrote in a letter to shareholders, external. The layoffs will mean headcount at the company - which owns Square, CashApp and Tidal - will fall to less than 6,000 from 10,000. Block has seen several rounds of layoffs since 2024 but this is the first time it has cited AI as the reason for redundancies and marks the latest in a series of major job cuts in the tech industry.

Difficult to employ enough blue collar workers to build data centers . Especially , very skilled electricians .

JCal’s idea of our political parties working together is about as science fiction as the AI doomerism they quoted at the beginning of the show.

Yes, our government SHOULD, is actually REQUIRED to prioritize serving Americans over illegal immigrants. Just as our government SHOULD prioritize AMERICA and Americans over foreign countries and foreign interests!

utility companies will never lower rates for consumers if they find a saving somewhere.

Please Friedberg’s only podcast.

Yay, my Friday evening fix. Best brain food, and then some.

How in the world did Jcal make it

"working together" politically is at least a decade away even in the best case scenario. Things will get much worse before then.

Chamath's sweater is back! 😂

I'm just here to hear Jason say "taaariffs".

Loveeeeeee. This podcast 👏🏿👏🏿👏🏿

No comment on the Block approach and cutting 40-50% of their workforce?

Hey everyone! from Low Country of SC

Love the show❤ the science corner about reverse aging was awesome and exciting. A must watch!!!

14:15 - Every time I hear J-Cal call upon "Friedberg," I want to immediately go to Suno and have it do a version of "Freebird," tailored to his bio.

Top love❤❤

Saks is right; whenever Democrats are effectively revealed for what they are, their supporters revert to the 'both parties are guilty of...' strategy. It's pathetic.

When Chamath talks finance my eyes cross. 😂

These are 3 delusional human beings who either know the truth and are conning people or are major buffons

The emperor has no clothes. It was a good run, boys

The first week Jason was using OpenClaw, he said it could do 80%-90% what an SDR was doing. The following week he said it was doing about 50% of what an SDR was doing. The following week it was 20% and in this episode it is 10 to 20%. I'm surprised Friedberg hasn't called him out on this. In any case, it looks like a trend. I'd love to see more discussion on this.

The first software I sold (on floppy disk), I wrote in COBOL and later in PASCAL back in 1990! :D

Why don't we ask sacks for a crypto update lol wtf... we are are gutter bottom.. would be great too hear his opion on this

What Sack saying is contradicting. If AI is suppose to increase productivity there has to be only two possibilities, increase in output (do we need that increased output which Friedbarg is saying) or decrease in input (labor which so called doomed are saying). One proof of this argument is Block (formerly Square) dismiss 40% of its workforce. I wonder why

Can’t believe JCal attempted to defend the democrat behavior in any form. They have turned anyone slightly on the fence against them.

Jason is such a fake moderate!

I look forward to hearing Sacks (and Chamath) defend the war in Iran.

If the cost of the tariffs was passed on to the American people. Why would we refund the company that already recouped that cost? Why would it not be refunded to the American people if it has to be refunded?

This is the only podcast that I can not wait to watch, from beginning to end. You guys are doing an outstanding job. Keep it up and thank you for all your hard work!

How exactly are people who want to conserve the USA and work in its best interest supposed to “work together” with people who refer to our land as “stolen”, use “colonizer” as a pejorative, view the very existence of our nation as being illegitimate, work at every level to undermine everything that creates stability and prosperity in our civilization, and always use deliberately misleading language and manipulation tactics to underhandedly get their way?

Great pod once again. I had to gemini the yamanaka factors work and to understand the whole process this is crazy amazing.

I’m suspect of Jason’s claims on being 20% more efficient with his agents. Let’s see how this plays out, I’d like to see another follow up 6 months from today.

There will be return to the old, a desire for the land and slower ways of doing things, people fundamentally don't understand that humans don't want to be bombarded with technology and information non stop, and we already over consume goods, we have thrift stores full to the roof with product, if there are no jobs for the lower and middle class then there will be no money to spend

What if the market moves have little to do with AI and more to do with general liquidity conditions? Already weak equities moving disproportionately to the news/fiction

You know g max?

JCAL has been talking about this for at least 6 months!

32:26 well said sachs!

Jevon’s paradox is why demand will meet supply to maintain prices

I'd hate to work with or for Jason. It sounds so dystopian. x⸑x

Talk jane street and bitcoin manipulation

J Cal, seems unable to reconcile why he does not live in California.

“We should drop the law fare, now that my side is out of power” Calcanis

It'll be interesting how they defend war and regime change next week.

I'm here for the science corner. lol Sachs

Hey, don't forget Fortran!!! This is the language I was taught in college. Go Fortran, and by the way, we used key punch cards to input our program into the mainframe. God, I am old!!!

I ❤ science corner.

16:00 'the ability to make stuff exceeds the ability to consume stuff and we havent seen that before' We have, Friedberg. That's already been the case for many years now in the 'modern' parts of the world. Its just that Consumerism made people consume way more stuff then we need (and that dont contribute to happiness, fulfillment in life, or any material goal, ), or quicker then we need it (for example short hardware upgrade cycles) so it created an illusion that the ability to consume still exceeds the ability to create. Its akin to making people adapt to eating much more so the food production can be increased. In many sectors of industry there has been an increase in production in spite of technological developments that should have seen a decrease in production. If medical technology brings much better health, then the health industry revenue drops off a cliff. If people need to eat less because the quality of food is much higher and more healthy, then the revenue of the agriculture industry does. (As an aside, this is why a Free Market is a bad thing. It creates an incentive structure to inflate sales and lower or limit product usefulness rather then optimize products.) Im sure that with AI (and robots), and overall productivity going up, we will see the same happen there. Its not a 'Doomer' narrative to suggest that, when we have many such cases in history or current time we can look at. I believe this is also why there is this push to make AI these super-large scale projects: when everything is being bought up and focused on their development, it makes it much harder to diseminate the AI tech and its advantages amongst the general population. If regular people have powerful AI assistents or robots it would negate a lot of the gains that companies and governments can get. In my view, that is also the real reason why RAM was bought up in mass. With prices as they were before, it made entry into downloadable models too cheap and accessible. I just dont see how the utopian dream of '' AI and robots will give us everything and we people will be wondering what they can even do with their time!'' is realistic, both given history of other major tech advances in productivity, without literally anyone offering a clear and realistic path to turn that dream into a reality and actors like Sam Altman clearly trying to prevent that from happening by severely limiting the disemination of the tech's benefits.

Software stocks are undervalued. The fear will pass and these stocks will go up.

LFG 🎉

At around the 15 min mark Freidberg, who I love, starts talking about if you earn 10% more than you were last year you will be happy, but if you don't make 10% more you won't be happy. Because we are driven to consume more each year. Let me first say GULP! Then throw in a UGH! If any of you are stacking your happiness on consumption or how much money you make, I promise you that you will NEVER experience happiness. That is such a shallow and sickening statement to hear. Listen, I like money as much as the next guy, maybe more, but it plays a very little role in determining my happiness. If it makes your top 5 then you are wrongly ordered. You will spend your life chasing things and you will look back and say what a total waste. Freidberg must know that.

Besties time!!!!❤

@DavidFriedberg, Interesting consumption based model for happiness. Consuming more or greater capacity for consumption sustains happiness. I'm highly skeptical that consumptive ability is the decisive and most significant factor that sustains “happiness” - as you reconsider, suspect you would agree. Maybe this is a model that applies to those who have been driven by consumption as their meaning generating activity, but possibly this does not apply to those who have not had consumption as their primary metric of meaning. Possibly, the more useful model for happiness is that happiness or contentment is sustained by making incremental progress on whatever area or function that one has committed their life to as their meaning-generating activity.

Sacks "Why would we want to refund these tariffs back to a load of importers when the country is in debt?" Because in was ruled the tariffs were collected illegally. It's no different to questioning that if I pick $20 from your pocket, Sacks, and I'm caught, why should I give it back?"

Clinton talked about reciprocal tariffs. No President has been able to make headway before Trump. Unfortunately, Trump started throwing around tariff threats at every juncture. It made the market go loopy.

3 egos and only 1 voice of conscious sensibility. Thanks Friedberg.

Wow on the Yamanaka Factor! Friedburg glued me all-in! Good healthy debate on the rest!👍

The only reason I watch you guys is for the science corner 🤣

Go science corner 🎉🎉🎉🎉

What a great episode JPal!

Crazy disrespectful by Sacks to log off as soon as Science Corner starts.

1:06:54 im never gonna stop being shocked by human achievements. incredible work. impressive as my nvda trade.

All-in trumps second term podcast

Hard not to notice how the split screen doubles as a political spectrum—Friedberg and JCal on the left, Sacks and Chamath on the right. Subtle.

Yamanaka factors are interesting but you might have mentioned the dangerous side effects that include Death and Cancer.

Frieberg makes a good point. Most people who are worried about AI don’t think there’s enough money to spend on its benefits. Besides job replacement, nobody really knows, especially the average consumer, how AI builds economic value if everyone ends up with less.

I think Anthropic shorts the stocks ahead of announcements

Good podcast of cool nerds

Also, data is not leading indicator but lagging indicator. For example, the impact of Claude Opus 4.6 will not show in the data but the effect is sea change if you ask any software engineer

So much talk about just starting more companies...but what is the product, who is the consumer? Who will be consuming if a significant % of people are unemployed and the ones that are cut back on spending in fear their job will be next?

Dudes! The only software jobs and technology jobs in general, are for roles that can architect and deploy AI systems, and that can orchestrate the agentic AI, and the business process workflows.. TBH, I don't have stats, but I wouldn't be surprised if net net we are rapidly losing jobs.

The big question is how many consumers will have anything but minimum financial resources so who can buy these products?

One of the nice benefits of the grid build out by data centers could be a grid that makes proliferation of electric transport feasible. There really wasn't a reasonable plan to do this before without tearing into taxpayers.

One reason for the high salaried developer positions proffered at the company is that instead of hiring a team of highly specialized developers you only need one developer that coordinates the team of AI agents that replaces the need for the gang of developers that were required to produce a given project. I recently equated it to the introduction to the agricultural sphere of tractors. Instead of hiring scores of labourers to clear/plow the land you just need a driver for the tractor.

build a data center on an old oil platform, use ocean water for cooling.

I love the show! You just need to get a new moderator. Jcal is part of the crazy!

What happens when your best engineer walks into your office and says, I am 5X more productive than last year, the company shouldn't get all that value 2X my salary or I am gone.

You know that Chamath is only bringing on the open AI CFO because they're going public soon and he needs to maximize his share price so that he can dump it all lol nice move guy!

What happens when you tell people to “learn how to code” but the coders are the ones being eliminated?

"The economy is a garden." Sacks just went full Chauncey Gardiner.

The adversarial process is critical for finding/identifying truth. The whole notion of "working together" is as stupid as thinking peace and harmony is the ultimate goal for society. NO! What famous politician said, "Beware a government which is working together in unity".

Only care when Jason or Freidberg speaks, Chamath and Sacks are puppets.

AI has allowed JCal to evolve into the perfect micro manager

How about decentralizing the data centers?

1:01:00 how do you explain Trump and Mamdani?!?!

Please forward this to Jared polis, gov of Colorado.

53:45 fav moment was when he called out fighting against insider trading and then called out Nancy Pelosi not standing.

Freeburg totally right on people feeling left behind and it creating chaos amongst the have nots

I like David Friedburg's science corner!!

Like that garden & rain

Currently on break watching this podcast inside a data center that we're currently building in Covington. Go electricians! Go all-in podcast!

Fried science yes 😊

Pretty good conversation here

Please keep science corner as second to last. It does not put people to sleep. Friedberg is a big reason i watch - i want his own segment and not just made fun of. Good idea with second to last. Don't let the lulz or peer pressure put it back to last up. Thanks - very long time listener.

Always interesting.

I came here to listen to Freidberg.

Thank you for sharing your reality

Finally! Been waiting

J Tex (for. J Cal) has an awesome Homebuilt PC in the background ❤

❤❤❤❤❤ thank you

It seems like they think the only issue with data centers is the electricity cost, when also noise pollution and cratering the value of people's nearby real estate is also a major issue

Yamanaka factors: this is how old sperm and egg cells germ can make a youthful baby. There is no reason we can't turn back the clock on all aged cells in an adult human.

Thanks Freebird for making that easy to understand!

I absolutely loved Jason Callahan in this episode. Also thought the empire crew drove a sharp and insightful discussion on AI and the economy in the first 30 minutes of this episode.

I agree with Jason that an “IF” discussion sounds less concerning than a “WHEN” discussion, but I think Chamath’s “IF” implies a short term “When”.

28:34 - It's super awesome that you became a wizard over the weekend, for the first time ever you have wielded control over your computer, that's awesome and super empowering but the over confidence in making and publishing software from the weekend is for sure naivety.

“What are you talking about bro my headlines incredible I’m 50” hahaha I love Chamath 😂

talking about markets that topped I think this podcast topped! like to bruise chamaths ego

Friedberg is the only reason I still listen to this show. His logic is always so sound. When he says stuff I listen.

@Jason - How did your firm arrange for training on OpenClaw? Who did you leverage? And what are the security controls from preventing these agents from going rogue?

Can somebody put the shop link of Chamat's sweater?

Can the market (stocks and bonds, etc.) survive or work well enough, if disruptive technology breakthrough reach a certain level of rapidity and breadth?

I'm a few episodes into the new season of the TV show Cross. I think they modelled the bad guy on Friedberg...

32:00 💯☔

Who’s going to invest & build data centers in the GCC gulf countries after whatever has happened since last weekend?

Let’s rejuvenate some hairlines on this podcast lolol

No comments on the war? Odd

Jason, I think slackbot can do most of ultron's responsibility. Wondering why is the need to build one on top of it

freidburg, please start a science corner pod

What is friedberg’s channel? I would absolutely watch that!

48:44 😂 we are so back

Thank you for taking time to create the All In podcast. I so appreciate your conversations. Gives me hope.

David Friedberg, thanks for the heads up on the Yamanaka factor Phase 1 research being done for the potential cure of eye diseases like Glaucoma. I’m a long time watcher/listener with End Stage Glaucoma. Yours was the best news I’ve gotten on research in this are in a long time. Love you boys! Thank you.

Thank you all for All your hard works!!!~

I love Friedberg

Great show! Thanks for the info, thoughts, and laughs😂

Thank you for the episode.

SO going to follow Chamath’s yt. He always has such high level stock market predictions.

Great content! Thanks!

Always extremely creative and interesting -- the point about engaging the community more on the subject of data centres and finding ways for them (the communities) to benefit (like it is for a mining project globally), would appear to be a brilliant idea requiring further in-depth discussion. Do follow-up on this!

16:36 "Knowledge work is a transitory phenomenon". This is such a profound take.

Great One

THESE GUYS ARE FANTASTIC!!

Great episode!

Yes. Nailed it, J-Cal.

You have been consistent jacal

I sleep during Sacks corner and wake up for science corner.

Science corner is the smartest thing about this podcast

Friedberg makes sense

sacks - citrini report passed around like a joint at a grateful dead concert.... beautiful.

Love this

I'm here for the science corner david.

The show gets better and better!!

"Our ability to produce stuff exceeds our capacity to consume stuff."

In the past, investors viewed software companies like reliable vending machines—you knew exactly how much money would come out every year. Now, they are worried a robot might come along and smash the vending machine entirely. Because they don't know if the machine will even be there in three years, they aren't willing to pay much for it today.

Jason‘s example is great because that’s actually what’s going to happen to the market is companies always have things that they want to complete but there is a limitation of resources both monetary and time related. If AI can make some of these things more accessible than people can be re deployed to other opportunities.

Dan Loeb is a Rockstar

Clayton's transformation to the dark side is complete

Great discussion but when are you going to discuss Stratospheric Aerosol Injections?

Here to support Friedbrrg and science corner

It is my favorite podcast.