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(0:00) The Besties intro Travis Kalanick!
(2:11) Travis breaks down the future of food and the state of CloudKitchens
(13:34) Sacks breaks in!
(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry
(50:14) US vs China in AI, the Singapore backdoor
(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor
(1:10:37) DOGE's first 10 days
(1:25:13) Future of Self Driving: Uber, Waymo, Tesla
(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts
(1:44:17) Fatal DC plane crash
Follow Travis:
https://x.com/travisk
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://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf
https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m
https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html
https://x.com/shrihacker/status/1884414667503853749
https://x.com/balajis/status/1884975064283812270
https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024
earnings-call-transcri
https://x.com/mrexits/status/1885017400308806121
https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5
https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3
https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt
https://x.com/rauchg/status/1875627666113740892
https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6
https://x.com/satyanadella/status/1883753899255046301
https://en.m.wikipedia.org/wiki/Jevons_paradox
https://x.com/pitdesi/status/1883192498274873513
https://x.com/rihardjarc/status/1884263865703358726
https://x.com/austen/status/1884444298130674000
https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html
https://x.com/america/status/1884372526144598056
https://x.com/DOGE/status/1884396041786524032
https://fred.stlouisfed.org/series/FYFSD
https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency
https://x.com/Jason/status/1884671945800573018
https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633
https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html
https://x.com/chamath/status/1885068981905875241
4
83818,381 ratings
(0:00) The Besties intro Travis Kalanick!
(2:11) Travis breaks down the future of food and the state of CloudKitchens
(13:34) Sacks breaks in!
(15:38) DeepSeek panic: What's real, training innovation, China, impact on markets and the AI industry
(50:14) US vs China in AI, the Singapore backdoor
(1:01:51) OpenAI reportedly in talks to raise ~$40B with Masa as the lead investor
(1:10:37) DOGE's first 10 days
(1:25:13) Future of Self Driving: Uber, Waymo, Tesla
(1:38:04) Fed holds rates steady, how DOGE can impact rate cuts
(1:44:17) Fatal DC plane crash
Follow Travis:
https://x.com/travisk
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://github.com/deepseek-ai/DeepSeek-R1/blob/main/DeepSeek_R1.pdf
https://www.tomshardware.com/tech-industry/artificial-intelligence/chinese-company-trained-gpt-4-rival-with-just-2-000-gpus-01-ai-spent-usd3m-compared-to-openais-usd80m-to-usd100m
https://www.cnbc.com/2025/01/27/nvidia-sheds-almost-600-billion-in-market-cap-biggest-drop-ever.html
https://x.com/shrihacker/status/1884414667503853749
https://x.com/balajis/status/1884975064283812270
https://www.fool.com/earnings/call-transcripts/2025/01/29/meta-platforms-meta-q4-2024
earnings-call-transcri
https://x.com/mrexits/status/1885017400308806121
https://www.wsj.com/livecoverage/stock-market-today-dow-sp500-nasdaq-live-01-28-2025/card/deepseek-s-ai-learned-from-chatgpt-trump-s-ai-czar-says-LoCYvz2Lm0riS0AuEoB5
https://www.wsj.com/tech/ai/why-distillation-has-become-the-scariest-wordfor-ai-companies-aa146ae3
https://techcrunch.com/2024/12/27/why-deepseeks-new-ai-model-thinks-its-chatgpt
https://x.com/rauchg/status/1875627666113740892
https://www.ft.com/content/a0dfedd1-5255-4fa9-8ccc-1fe01de87ea6
https://x.com/satyanadella/status/1883753899255046301
https://en.m.wikipedia.org/wiki/Jevons_paradox
https://x.com/pitdesi/status/1883192498274873513
https://x.com/rihardjarc/status/1884263865703358726
https://x.com/austen/status/1884444298130674000
https://www.cnbc.com/2025/01/30/openai-in-talks-to-raise-up-to-40-billion-at-340-billion-valuation.html
https://x.com/america/status/1884372526144598056
https://x.com/DOGE/status/1884396041786524032
https://fred.stlouisfed.org/series/FYFSD
https://www.whitehouse.gov/presidential-actions/2025/01/establishing-and-implementing-the-presidents-department-of-government-efficiency
https://x.com/Jason/status/1884671945800573018
https://abcnews.go.com/538/trump-starts-term-weak-approval-rating/story?id=118146633
https://www.cnbc.com/2025/01/15/cpi-inflation-december-2024-.html
https://x.com/chamath/status/1885068981905875241
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