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E14: Salesforce acquires Slack, DeepMind’s AlphaFold breakthrough, Trust Fund Socialists & more
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- Опубликовано: 18 авг 2024
- Follow the crew:
/ chamath
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/ davidsacks
/ friedberg
Follow the pod:
/ theallinpod
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Referenced in the show:
NYT - The Rich Kids Who Want to Tear Down Capitalism
www.nytimes.co...
Coinbase - An upcoming story about Coinbase
blog.coinbase....
NYT - ‘Tokenized’: Inside Black Workers’ Struggles at the King of Crypto Start-Ups
www.nytimes.co...
Show Notes:
0:00 Besties intro, fashion talk & the All-In Syndicate
3:47 Insights on Slack being acquired by Salesforce for $27.7B - why did they sell, are there any nitpicks, was this a home run for Salesforce?
19:14 Sacks on going up against Marc Benioff and Salesforce Chatter while at Yammer, importance of holding onto winners as long as possible
27:26 Why is DeepMind's AlphaFold a major breakthrough? When will it begin impacting drug discovery? Dangers of AI at scale
47:07 Republican party misfires, Georgia runoff implications, can Trump pre-pardon his family, Biden's effective strategy so far
59:21 Trump's Section 230 gambit, will Trumpism fade away?
1:05:23 Trust Fund socialists
1:26:14 Coinbase vs. NYT round 2, www.thesyndica...
#allin #tech #news
The MVB (Most Valuable Bestie) award on tonight's pod goes to Professor Friedberg for delivering a live Protein Structure 101 lecture while breaking down the #AlphaFold impact. I'm all in on the syndicate. #WetTheBeak !!!
The alfpafold explanation were probably the most informative 7 minutes I've had this week
Deepmind should have this guy do a video of it instead of the boring one on the official channel
Yes, this should be a standalone clip.
Time stamp?
@@20MDM 27:27
@@20MDM in the description
This is like Inside the NBA but on investing and tech.
great comparison
best compliment we've ever received
@@allin I got a response from all in podcast!! 😱😁 I secretly hope it was from Chamath lol. Love the pod, keep up the great work you guys.
@@dehangzheng307 lol I think It was definitely from Jason
Does that make me Ernie or Sir Charles?
Friedberg with the 7 minute dual MBA in Biomedical Engineering and Business Ethics. Awesome pod.
Another great episode. Great takes on the Slack acquisition from people who have first hand experience of those kinda of deals. Awesome explanation about Alphafold and its future prospects. My favorite part however was Chamath's talk about his background and how much the complainers are out of tune with reality about the role and importance of capitalism. Love the podcast please continue working on it, it is very important, now more than ever. I am hoping to see some cool merchandise from this channel in the future :)
The amount of value and entertainment I consistently get from watching/listening to you guys is unmatched. Thank you Jason, Chamath, and David^2 ! Who needs college when you effectively have access to people like this
I'm adding "theoretical productivity" to my next cover letter.
Another amazing merch opportunity is: Love you besties! Hearing that at the end of each pod by Chamath is amazing and brings such a smile. When he missed it one time it was such a loss! :)
Friedburg’s grounding lesson in dna to proteins was fantastic! Send that clip over to Sal Khan.
This was one of the best episodes yet. I seriously look forward to this ever flipping week.
all-in syndicate should have no management fees... carry is fine.
no management fees (but syndicates at thesyndicate.com have around $10k in legal expense per deal to manage the LLC for a decade
RUclips's algorithm:
*Sees the epic all-in podcast - throws it away*
Meanwhile:
"Would you like to see a dog eat a burrito from 8 years ago?"
And the answer is “yes please”
learning(s) for the masses
If you want a laugh listen from the beginning otherwise the AlphaFold discussion starts at 27:23.
This is one of the best pods ever.
Chamath quoting Walt Williams, the enlightenment continues. Love it.
215am. guess i'll be up for another hour and a half.
The level of intelligence between you besties is astounding. Perhaps a stupid question but how did you all become so knowledgeable on so many different subjects? Do you guys read an ungodly amount of books, online articles? I read a lot and own several businesses but Im constantly reminded of what a newbie I am when I watch these incredible podcasts. Appreciate what you guys do and the comments below!
that's very kind of you to say, but when you are an investor to you meet with a dozen founders a week and they tell you how they are going to change the world and answer every question you have..... imagine doing that for a decade. Well, that's what the four of us have been doing!
@@jasoncalacanislive thank you for the reply. Ah makes total sense. Really appreciate what you guys do. Looking forward to watching the next episode. Cheers from the U.K.
This is my new favorite podcast
Equality of opportunity, not outcome! I appreciate you sharing what seems to be an increasingly unpopular (but 100% true) worldview
30 min in and this is the greatest podcast episode of all time.
best podcast in the business. Thanks for doing this
This is possibly the best podcast I've ever listened in on. I was born in 1954 and grew up to become a hippie, whatever that is. I remember most of the crowd I interacted with called the police "pigs". I was fairly liberal, but one has to draw a line. In a short time my friends stopped referring to the police as pigs. They stopped because I described scenarios to them and ended with a question. Do you call a neighbor, a buddy, a hippie or the police? Most of the answers started with a "Well, uh...". I heard so much bullsh*t about defunding the police and even abolishing police departments completely. In the meantime, one watches protests followed by or even erupting into looting, harassment, and injury to bystanders. Then there was Chaz, best experiment in stupidity I've ever witnessed live on TV.
I think most people, seriously, most people don't really understand capitalism or democracy. I've been told by many millennials that Jeff Bezos and Elon Musk should have their money taken from them and given to the people who really need it. I didn't realize just how rampant ignorance in America really is until then. Don't get me wrong, not all of the latest generation expressed that, but a large enough percentage did, and that was too much. I learned very quickly that protests and violence does not make the problems go away. So I worked my *ss off to get into management positions from Night Manager at a fast food place to Plant Manager in other businesses along with acting chemical engineer (no degree) and other positions. I started at 17 and decided the best way to cause change is to join the establishment and work toward changing the system from within.
I was partially correct and was able to create positive changes in a few companies. But, looking back I was stupid. I should have started businesses and led the way to changes in industry. I'm 67 now and it's tool late. I am glad to see people like you guys and others that are doing it.
America may have the best of socialism, capitalism and dictatorships in the world. There are some beneficial social programs, economy based on capitalism and companies are really dictatorships. They all work together to make better value in life and create personal freedoms. So when you really think about it, all three work together in a democratic government.
Rename this episode “beeping the besties” 🤣
This channel should have 10 million subscribers.
Chamath has such an incredible analytic vision for companies.
I am glad that I am in Virgin Galactic.
Love Chamath but I would be worried about Virgin Galactic eventually getting crushed by SpaceX.
He scammed you. It could go down 80% and he would be breakeven. He exited on you buying killing the price.
I wish we had a slack channel with all allInPodcast people having a conversation on a regular basis about all these topics.
Wait this was actually a really great pod
the political slant here is somewhat surprising given the supposed status of these guys
The AlphaFold explonation was brilliant !!!
Thank you so much for developing this podcast, love the insights.
SPAC-tacular episode
Good people putting some knowledge out there for all to see and learn. Thanks ..
Love you guys! Keep up the inside scoop, way to go all in on the Yammer SalesForce offer!
Hahhaha so much thanks for those first 4 minutes, just some friends trolling around with eachother, I love it
Absolutely phenomenal AlphaFold explanation. Started low level then brought the new findings in beautifully.
Very thoughtful discussions. Especially enjoyed the thoughts on Alphafold. This breakthrough discovery is very immense.
Thought of this quote when they were talking about selling prematurely "Selling your winners and holding your losers is like cutting the flowers and watering the weeds." Peter Lynch
Fantastic discussion on capitalism. People have forgotten that our comfortable modern lives came from scientists and entrepreneurs funded by seed investors all willing to take risk to do something valuable. Americana by Bhu Srinivasan is a great read on the topic. Thanks for the rec!
I think these friends are really good for Chamath to have.
This podcast always lights up my day, thanks guys
Protein structures are pretty "squishy". I'd be very surprised if they can design and engineer protein function just from the ability to predict its folding and shape.
This was my exact thought while listening to the explanation of the model
15 years ago, there was an explosion of crystal structures of proteins that were solved, which allowed us to see their shape and more importantly their active sites -- the location that carries out the chemical reaction functionalities of these proteins. A lot of pharmaceutical companies thought this would allow us to rationally design molecules that would fit and bind to those active sites. But turns out they don't really bind that well, due to this "squishy-ness". But maybe they can take a protein that we already understand and then use this algorithm to tweek it slightly.
It would be great if you guys can talk about Palantir. There are several instances in the video that made me think of them.
BEEEEEEP
But for real, was nice to hear Yals thoughts on stocks and personal investment strategy
Hey - not sure if you read the comments... but!! I find it amazing how well versed you all are on seemingly unrelated topics. Would love if on a episode you all went through how you are consuming knowledge and information ... What blogs, podcasts, books, and people are you engaging with?
Great request.
The references to communism mentioned here are misplaced; socialism is different. We must find balance and better regulate our current institutional systems in a stable democratic and socialist way, not violently overthrow institutions or get rid of all private property as communism would suggest.
Capitalism in its current form is raising the standard of living for few people while quality of life for many is in general decline. We can point to many statistics that counter the general assumption of current “prosperity” in America. For example, rates of mental depression are increasing and life expectancy in the US is on the decline. The rate of homelessness is highest in parts of the United States that enjoy the most wealth. India has fewer homeless per capita than the United States, yet the GDP of the US is immensely higher. Relentless corporate growth/globalization has outsized pitfalls like climate change, fast spreading disease and subversive corporate lobbying. We are in fact on the path to lose trillions of dollars due to the impacts of climate change.
Masses of hardworking people shouldn’t be spending their lives funneling capital to the independently wealthy in hopes that we must rely on the wealthy to “save” the public with their ability to own more assets and hire more human capital. Any recent IPO surrounded by fanatic discussion often caters to the wealthy through human capital service or rewarding asset hoarding (such as home rentals, food delivery, workplace messaging apps, ect…) I wouldn’t count these as true innovations for our society on the whole, but rather catering to a niche of wealthier people that will only continue to shrink as the prosperity gap continues to grow to more unimaginable extremes.
Most scientists who create the amazing ingenuities of our time aren’t highly salaried and must rely on funding from our governments who are being coerced more and more into corruption through corporate lobbying. I'm hopeful for a future where tech and capitalism shift towards prioritizing the success of our ecology and general communal well-being instead of private shareholder capital-first interests. Capitalism will still be needed, just not in the winner-takes-all extreme we see today. Tech innovations will need to fix many of the ecological, mental and social inequities that have been caused through capitalist overconsumption.
I challenge these men to question their definition of prosperity and innovation. I also urge them to invite others with varying viewpoints to their chat.
This is just GOLDDDDD!
May be worth getting into ARKG now, before AlphaFold and similar technologies start helping those companies make major breakthroughs.
Bitcoin is going to have a great 2022
I can’t believe I’m just hearing about this podcast now. What an unbelievable mind trust this is. Heard about it from word of mouth from a friend in VC. Can’t wait to see what this grows into! 💧🐦
Grazie 🙏 di cuore, anche per questa citazione: “Prior to capitalism, the way people amassed great wealth was by looting, plundering and enslaving their fellow man. Capitalism made it possible to become wealthy by serving your fellow man.” Walter E. Williams
1:20:13 All that production creates INSANE amount of waste. Americans throw out over 80lbs of clothes a year, per person. That stuff has to go somewhere. Textile waste is the 2nd biggest polluter behind oil & gas. We can't just keep creating and expect all those good to just vanish or have no negative effects on our world.
I love to see these guys have an intelligent conversation about politics without being emotional (Jason is on the edge of being emotional).
passionaate but not emotiional
Wow, this was incredibly informative. Thank you.
I really like this podcast. Its entertaining, informative and I'm not ashamed to admit you're my only friends.
I vote Wet your beak
You have other friends. Cheer up and Smile
What a phenomenal podcast. This is the first episode I've seen and I'm now a subscriber. Fantastic job guys.
Love the finance & tech talk, not the “socialism sucks” narrative. Basically every country is a mix of socialism and capitalism. Dems who lose like McCaskill lecture progressives, who win running on single payer even in moderate swing districts. It’s harder to start a start-up in America than other countries because of our employer based healthcare system.
You guys missed a few key points re: the Slack acquisition. 1 Chatter became the collaboration glue across Sales Cloud, Service Cloud, Einstein Analytics and their PAAS offerings. Nothing compares.. 2. Salesforce has Quip. I spent almost 9 years there and now operating in a Slack world. Quip is the king of the hill when it comes to cross collaboration inside (and outside) of an enterprise. Slacks interface is colorful but confusing... their freemium model is what got employees to use it even against sanctioned platforms like OneDrive (which is also horrendously designed). I can’t see how Slack does anything for SFDC except for providing an immediate bridge to another audience. Time will tell if that audience is worth (or will tolerate) the cost of an enterprise sales team the likes of a weekly forecast call team like Salesforce.
It's the DeepMind AlphaFold breakthrough which provided clarity for me. Great podcast ya'll!
I LOVE the roast session they had at the beginning 🤣
No punches pulled Lol
Self aware would be something closer to general AI, but Deep Mind is still working on that.
Best pod yet
Me checking my RUclips every ten minutes at 1am
What a legendary intro
thanks pal
Jeff Bezos has never sold a share of Amazon?!?! That’s insane
Doesn't he sell billions for blue orign? I think he was talking about musk
I'd put a higher probability on Zuck
Those are board members on public companies, they'd all be public info and no need to beep it out.
You guys are great and I for one really appreciate you taking the time to do these pods.
Side note, You should all go in to get Mr. Palihapitiya a Yeti Blue Mic and a set of Sennheiser Momentum 3 headphones for Christmas so he doesn't have to use what looks like a Logitech gaming headset, no offense intended Chamath.
Yyay Besties are back!!
Love this podcast.
Stocks to own:
Tesla (Energy age, Human freedom, Semi-Utopia)
Palantir (Information age, Human enslavement, Dystopia)
Crypto to own:
Bitcoin (Energy currency, Financial Transparency)
Monero (Financial privacy)
Precious metals:
Gold
Silver
Betting on anything else is a waste of your time and MONEY!
Thank you for making this awesome podcast!
Happy to see another post from my billionaire friends . . . thanks for posting!!
Love the end. Capitalism is amazing. Thank you guys 🙏
The shirt situation works. First thought I had was, “that’s a cool shirt thing Jason has going on...I think I’ll watch...”. No kidding
If the point of capitalism is to put resources in the hands of the people who know best how to deploy them (i.e. smart investors and founders) then inheritance goes directly opposite to that. That's just an ancestor lottery. One could simultaneously revere capitalism and despise inheritance.
Hey Chamath, I’m the village where my parents are from , it’s high end living to have a personal well and a squatty potty
chamath laughing at Jason's jokes makes my day
Regarding deep mind cracking protein fold - its very similar to 4-minute mile. People were been trying to crack the 4-minute mile for decades (actually arguably for ~200 years) but once Roger Bannister cracked it in 1954, the floodgates opened and so far there are over 1400 male athletes that have achieved the feat.
Love you guys. Keep it up!
The beep sesh at 25:25 😂
These gents are so smart
Where did Chamath get his shirt? It looks really comfortable.
Well I think that BEEP! & the interesting outcome BEEP! Hopefully get to the BEEP!
BEEP! you
Love the discussion particularly toward the end on the whinings entitled people.
These guys have no clue. MS Dynamics + Teams = Salesforce + Slack. Simple
@@sged92 I wasn’t commenting on the pros and cons of either product. Have a great day
Best episode so far!! Wet the beak.
Huge fan of the show. I’m a deep learning engineer and I’m ready to put $100k into the All-In syndicate. Please make it happen!
another great episode besties...
I love this podcast.
would love your opinions on palantir. has been getting a lot of media attention and retail traders are piling into it with very little knowledge. thanks.
I really appreciate listening intelligent people
Can you please elaborate what Charmath meant by Slack having more usage on a daily basis than Facebook? Do you mean there are more data flowing on Slack's network than Facebook?
All in syndicate no carry ! Awesome:)
To me Elon & Tesla have proven beyond the shadow of a doubt that if you make a great product, you do not or barely need any sales or marketing.
The beeps were about Zuckerburg and FB
Epic Chamath rant, love it.
Wait, I am deciphering those beeps. Think I got it! Something code 13 related :),
"All these grandparents dying with 8million dollar family trusts"... Hmm doesn't seem to connect with a median savings of 200k within 60 - 65 year olds. The disconnect Saks and Chamath display from the average american's reality is palpable in this episode.
Median doesnt mean there arent super wealthy grandparents retiring all the same, i see it just as more evidence of the top retiring wealthy while the bottom retires super poor, skewing the medians down. It could be our own backgrounds as well. I grew up w a poor immigrant family so 10 years ago, I woulda said they were disconnected from the average American too. Now, I realize i was just as disconnected about the people at the top (and what the average looks like) when i was at the bottom.
love this podcast
How advanced is 23andme on the whole protein folding thing - they were doing some interesting work with pharma as well.
Why would Chamath say that corporations primary communication was email prior to Slack. What about Skype for Business? That has been around since Microsoft bought them back in 2011. I have been using Skype for business for years before our organization started using Slack. Before that, we were using MSN and Yahoo. There has never been a shortage of chat at an organization. To be honest, I feel corporate communication is overloaded at the moment. Currently, at my organization, when we try to set up a meeting, we have to ask "Is it on Slack? Skype? Skype for business? Teams? Adobe? Citrix? Go to meeting? " It is such an overloaded sector IMO
i'm definitely signing up