Recommended Watch: DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks (youtube.com)
(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:
 instagram_1x.png / theallinpod  

Follow on TikTok:
 tiktok_1x.png / theallinpod  

Follow on LinkedIn:
 linkedin_1x.png / 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/DeepSe...
https://www.tomshardware.com/tech-ind...
https://www.cnbc.com/2025/01/27/nvidi...
https://x.com/shrihacker/status/18844...
https://x.com/balajis/status/18849750...
https://www.fool.com/earnings/call-tr...
https://x.com/mrexits/status/18850174...
https://www.wsj.com/livecoverage/stoc...
https://www.wsj.com/tech/ai/why-disti...
https://techcrunch.com/2024/12/27/why...
https://x.com/rauchg/status/187562766...
https://www.ft.com/content/a0dfedd1-5...
https://x.com/satyanadella/status/188...
https://en.m.wikipedia.org/wiki/Jevon...
https://x.com/pitdesi/status/18831924...
https://x.com/rihardjarc/status/18842...
https://x.com/austen/status/188444429...
https://www.cnbc.com/2025/01/30/opena...
https://x.com/america/status/18843725...
https://x.com/DOGE/status/18843960417...
https://fred.stlouisfed.org/series/FYFSD
https://www.whitehouse.gov/presidenti...
https://x.com/Jason/status/1884671945...
https://abcnews.go.com/538/trump-star...
https://www.cnbc.com/2025/01/15/cpi-i...
https://x.com/chamath/status/18850689...

#allin #tech #news
    • 1
    Francisco Gimeno - BC Analyst This week, again, has been a whirlwind of fascinating developments across the tech and crypto landscapes. Some of the stories making waves: The AI race continues to heat up, with DeepSeek’s recent developments sparking both excitement and concern. As AI capabilities grow, so do the ethical and regulatory questions surrounding its use. Are we moving too fast, or is this the innovation we need to solve global challenges? But of course, it is seen inside the whole picture of an intensifying tech rivalry between the US and China, particularly in areas like AI, semiconductors, and quantum computing. This competition is driving innovation but also raising concerns about fragmentation and geopolitical tensions. How will this dynamic shape the future of global tech? And the ongoing stories and rumours and talks about rumours on OpenAI. Rumors are swirling about OpenAI’s potential valuation reaching $40 billion. If true, this would underscore the massive impact and potential of generative AI. It’s a testament to how quickly this space is evolving—and how much further it could go. These and more news are discussed here, including the memecoin world, and how crypto is permeating everything now. We are living too fast, so we can get lost in the risks that a non well thought or fairly regulated may bring. What to do?