All-In with Chamath, Jason, Sacks & Friedberg
Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser
Fri, 14 Jun 2024
(0:00) Bestie intros: bringing up the energy! (8:48) Trump fundraiser recap (23:16) Elon's comp package approved by shareholders (40:12) Apple announces "Apple Intelligence" and ChatGPT deal at WWDC (50:17) OpenAI reportedly hits a $3.4B revenue run rate (1:05:26) Macro debate: State of the US economy? Follow Tim Naki: https://www.instagram.com/tim.naki Follow the besties: https://twitter.com/chamath https://twitter.com/Jason https://twitter.com/DavidSacks https://twitter.com/friedberg Follow on X: https://twitter.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@all_in_tok Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.instagram.com/tim.naki https://x.com/eoghan/status/1799161733766062545 https://x.com/bennyjohnson/status/1800979079472288145 https://x.com/bennyjohnson/status/1797086962626494840 https://x.com/elonmusk/status/1801084780035154058 https://x.com/jhall/status/1795794521604718814 https://fortune.com/2024/06/10/elon-musk-pay-package-tesla-lawyers-delaware-chancery-payout-stock-award-56-billion https://companiesmarketcap.com https://www.youtube.com/watch?v=RXeOiIDNNek https://x.com/chiefaioffice/status/1801022115426009309 https://trends.google.com/trends/explore?geo=US&q=%2Fg%2F11khcfz0y2&hl=en https://trends.google.com/trends/explore?q=%2Fg%2F11khcfz0y2&hl=en https://www.bls.gov/charts/consumer-price-index/consumer-price-index-by-category-line-chart.htm https://fred.stlouisfed.org/series/FEDFUNDS https://www.jpmorgan.com/insights/outlook/economic-outlook/jobs-report-may-2024 https://fred.stlouisfed.org/series/CES0500000003 https://www.warren.senate.gov/imo/media/doc/2024.06.10%20Letter%20to%20Fed.%20re%20interest%20rates.pdf https://www.cnbc.com/2024/06/07/jobs-report-may-2024-us-job-gains-totaled-272000-in-may.html https://fred.stlouisfed.org/series/JTSJOL https://x.com/VinnyLingham/status/1801129023168454907 https://www.reddit.com/r/wallstreetbets/comments/1aw5bbb/world_economy_on_nvidias_shoulders https://www.instagram.com/stocktradingmemes/p/C3qer-sSfb0/?img_index=1 https://x.com/jameslavish/status/1801248976911634648 https://x.com/peterfenton/status/1801300735520608529
Full Episode
Nick, these guys are low energy today, you notice that? You know what we need to do? We need to f***ing gamble. Let's do it, Nick. Let's play a f***ing hand of blackjack. Let's get these guys f***ing amped.
Gentlemen, what an absolute pleasure to walk amongst some goddamn greats. Let me see if I can put a bit of pep in your step with a one-time blackjack hand to kickstart one of the greatest podcasts on earth. It is, I can't confirm this is not AI. You did this? We're going to rock and roll proper today.
Let's go. All right. Let's get some action. Is this guy on right now? LFG.
Mate, I'm actually breaking my own rules for you guys. I filmed today's hand, day 14, but I'm going to film tomorrow's hand for you guys right now. It'll roll out.
Hold on. Hold on. Wait a minute, Tim. You are a Kiwi living in Calgary. Is that right?
Correct. Yep. Kiwi living in Calgary. Been here since September 2022. The missus and I.
That's fantastic. Welcome to my country. I don't live in Canada anymore.
I don't know how I stumbled across you somewhere and I started watching all your videos on Instagram. They were off the hook, man. Congrats. They're awesome. Thank you. So much fun. Where in New Zealand are you from?
From Taranaki, so West Coast, North Island, certainly not somewhere, it's not a holiday destination for certain if you're going there. It's like dairy farming country. It's beautiful, but it's off the beaten path. So, yeah.
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