POD UP! 🚨 -- Inside Trump’s Super Intelligence Summit -- How the AI Safety Accord Happened -- Data Center NatSec + Cybersecurity Arms Race -- GDP Beats + Other Economic Data -- Midterm Predictions -- Media Coverage of Attempted Plane Hijacking (0:00) Bestie intros! (2:01) Trump’s Super Intelligence Summit: Behind the scenes and how the accord was created and signed (17:57) Cybersecurity arms race, data center national security, America.gov, coordinated doomer messaging (45:22) Recent economic data: GDP, jobs, diesel, inflation, rates, manufacturing, poverty, and more (1:00:24) Midterm predictions, 2028 look ahead (1:09:28) Media coverage of attempted terrorist hijacking

Chamath: 3 Things Every Company Needs in the Age of Super Intelligence 1) End-to-End Traceability 2) Policy-to-Risk Mapping 3) Auditable Evidence @Chamath: “There's really three things that you're going to need in an age of super intelligence so that boards are protected, CEOs have visibility, and all of the other compliance infrastructure and governance infrastructure of a company like D&O Insurance and all these other things are kept in place, which is end-to-end traceability, right? Which is to say, when you deploy super intelligence, you need to know what's going on. You need to map it to the policies so that you understand what the risks are. All companies have standard operating procedures, but you need to know exactly when you're deploying super intelligence, how that builds on top of your standard operating procedure, so you need to map policies to risk. And then the third is you need to have auditable evidence, which is your way of showing all of your downstream ecosystem, ‘Here's what I've done.’ So if anybody taps you on the shoulder, whether it's a lawyer, whether it's an auditor, whether it's a regulator, whether it's in a lawsuit, whether it's a customer, ‘Hey, how did this happen?’ You can present something. So these are, like, very practical, sane things, and you have this solution where the alternative was to hit the pause on trillions of dollars of GDP so that we could sort this out in a multinational body. The alternative was crazy, so I think what happened was historic and important.”

Daniel Ek: The US is spending 18% of its GDP on healthcare. It's the single largest line item in the budget right now. Preventable chronic disease is the biggest drive. “The US is spending 18% of its GDP on healthcare. It's the single largest line item in the budget right now. And if you take heart disease alone, it's in the hundreds of billions of dollars that are being spent on that disease group in the US alone. It's just insane. It's larger than Fortune 10 companies' revenues. And so I started looking into everything from drugs, to can you make more efficient drugs? Is it about cancers? And basically started targeting like, what are the real reasons it looks that way? The real conclusion ended up being there's lots of reasons, not one. But the major one is really chronic disease, overall. And the crazy thing about chronic disease, when you read about it, is that if you discover these things early, they're totally preventable, and the cost of dealing with them is very small, and the suffering for the person and their family and community is very small, too. So the key thing is if you discover things early, you're actually good. And so then the question is, well, why don't we discover things early? And it happens to be that we don't have enough data. So everyone in the entire healthcare industry is in agreement that we have to take healthcare from reactive to preventative health. Our view is really that it all starts with having better data. If you have better data, you're going to be able to discover things much more easily, and that in itself will then lead to having a chance of discovering those things much earlier, which creates this virtuous flywheel of then changing healthcare.” @eldsjal @Neko ------------------------------------ Thanks to our partners! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. @CPIWealth CreativePlanning.com/AllIn Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at northwestregisteredagent.com…. @northwestagent

Spent some time with @Jason and @friedberg on @theallinpod talking about Spotify, Neko, AI and why I believe healthcare needs to move from treating disease to finding it early. We’re still in the early days! open.spotify.com/episode/6Xc…

The main stage, the hallways, the late nights. All from the POV of the people in the room. Be in the room next year when we return to Los Angeles: theallinsummit.com #AllInSummit #Meta #MetaGlasses #MetaPOV #POV @Meta

Thank you to @CooleyLLP for hosting our Health and Wellness dinner at the All-In Summit! Cooley provides strategic legal counsel to innovative companies and investors as they build, finance, protect and scale market-defining businesses. #AllInSummit #Cooley #HealthandWellness

🚨 ALL-IN INTERVIEW: Daniel Ek Thanks to our partners: @CPIWealth & @northwestagent - Fixing American Healthcare - Catching Disease Before It's Too Late? - Applying the Spotify Playbook to Healthcare - AI's Upside & Open Source ++ much more! (0:00) @eldsjal joins the Besties! (1:14) Starting Spotify: Beating piracy and betting his own money on the record labels (6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcare waits until you're sick (36:04) AI: Tech's failure to sell the upside, open vs. closed models, and regulating compute (44:24) Back to Spotify: Podcasting's open standards and the Stardoll origin story ----------------------------------------- Thanks to our partners for making this possible! As wealth grows, complexity compounds. Between investments, tax strategy and estate planning, coordinating it all can feel like a full-time job. Creative Planning can help with the heavy lifting. ad.doubleclick.net/ddm/track… Starting a business? Northwest Registered Agent gives you everything you need to build a complete Business Identity including free tools and built-in privacy. Get more at northwestregisteredagent.com…

Jason Calacanis: AI Is About to “Blow People’s Minds” “Grok Bot comes out, and then Muse comes out from Meta, and I've been using both of these products, and it's the first time that a normie, a normal person in the world, it's not meant to be derogatory in any way, can get value from (agentic) AI. If you look at how we all looked at this, running corporations, investing in them, we took a different approach to like, ‘Okay, maybe this is going to retire some positions. Maybe this is going to add some positions here or there.’ But now you can, with Muse, connect to everything instantly and actually get real work done in the world if you're a normal person who wants to get the benefit from AI. We're going to turn a corner, I think, at the end of this year, where moms, our uncles, people are going to start using Muse and Grok Bot, which are growing very quickly, to just solve real-world problems for that, and they're going go, ‘Wait a second. I could never afford a chief of staff. I could never afford a personal assistant, an executive assistant. Now I get a free executive assistant?’ It's going to blow people's minds in the next couple of months when they start using these products, and the bottom half of America in this K-shaped recovery experiences some benefits.”

The All-In Summit in real time. Exactly as it happened. Be the first in the room next year when the All-In Summit returns to Los Angeles: www.theallinsummit. #AllInSummit #Meta #MetaGlasses #MetaPOV #POV @Meta

#3 on Apple Podcasts

Chamath on Obama’s AI Warning: Follow the Money President Obama last week: “If we are thinking about AI just in terms of how do we cure cancer or get better energy, you can do that without having agentic AI. That's a misalignment between what our society needs and the commercial imperatives that these companies are facing.” @Chamath: “This is a very important moment for a very simple reason, which is we, as in the world, are about to endow three, four, five, six companies with about $10T of wealth. And what Obama knows very well is that most of those companies are overwhelmingly left-leaning. And what he also knows is that there is a huge portion of that money that will then get put into philanthropic and charitable causes that then he, and the people around him, will be beneficiaries of. That is the truth. We already know this because we know that some of these frontier corporations actually ask you to stand up DAFs and have a portion of your stock that you're willing to pledge. So this money is going to go to things other than consumption or savings. And so it's going to go into PACs, it's going to go into political movements, and (Democrats) stand to disproportionately benefit. So this has nothing to do with prosperity. This is a very simple political calculus. If you freeze frame the economy the way it is today, a handful of organizations that will disproportionately be able to affect the Democrats will win. They will capture the lion's share of the economic gains, and then they will help the Democrats win power. That's all this is.”

David Friedberg: Obama Doesn’t Understand AI and He’s Making Prosperity Political President Obama last week: “If we are thinking about AI just in terms of how do we cure cancer or get better energy, you can do that without having agentic AI. That's a misalignment between what our society needs and the commercial imperatives that these companies are facing.” @friedberg: “These words honestly just, they made me, like, emotionally distressed that if he's a leader that people listen to and he doesn't really articulate accurately what's going on, it's sad that we've lost the plot. I think it's sad that we aren't all kind of holding hands saying, ‘My God, the future is here, and we all get to leap forward, and we get to bring people up.’ For years, Obama orated beautifully about the importance of bringing people up, about giving people the opportunity to progress, about letting people advance themselves. And there's never been a more equalizing technology, a better economic opportunity for prosperity for everyone than these technologies, than these tools. And to hand wave the word agentic and say we don't need agentic AI to solve cancer shows how little he actually understands how this technology works and how it's all become just a shorthand for a political fight to what? What are you fighting for? What is the political battle that says, ‘I am going to leave half the population behind, and I'm going to make an argument against prosperity for all, in order to make my party look like a morally superior party, and to cast the other side as bad when the other side has literally discovered fire and the world now has fire, and we're going to go take water and throw it on the fire.’ No one gets fire because the other guys are saying that fire is good.”

POD UP: The Besties are Back! 🚨🔥 -- Anthropic IPO at Risk, OpenAI's Pushed Back to 2027 Over "Safety" -- AI Chaos Reactions, The Frontier "Lab" Problem -- Token Prices Fall, Open Source Gains Share -- Political Reactions to Pacing the Frontier: Trump, Obama, Bernie, Bessent -- Meta’s Muse Moment -- Has AI Alignment Backfired? (0:00) Bestie Intros: Favorite All-In Summit moments (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs" (20:03) Open source performance and cost: What this means for frontier companies (29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure (53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama (1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure (1:27:13) Anthropic’s bio research and "wet lab" in SF

Thank you to De’Longhi, All-In’s official coffee partner. Based in Italy, De’Longhi is the global leader in home coffee innovation, bringing café-quality coffee experiences into the home. After all, if it’s not Italian, is it even espresso? #AllInSummit #Delonghi

Steve Hilton: “California has become a state where if you do the right thing, you're punished, and if you do the wrong thing, you're rewarded. That is upside down, but that's the story beneath everything, and that's what we need to turn around. That's what this election is actually about.” “There's this Latino couple who wanted me to come and see their business in South Central LA. It's not Skid Row, but it's pretty rough, and it's the usual squalor that I'm afraid we're used to in this city because they don't know how to run the place. But in the middle of all that squalor, this beautiful little store. It's a shoe store, and they've been running it fourteen years. Latino couple. We went in, we were talking, they gave me all the usual things that I'm very familiar with; the taxes, the ridiculous bureaucracy, the permits that get more complicated and costly every year, the electric bill, et cetera. They said, ‘But that's not why we wanted you to come here. Come with me.’ They took me outside. We went for a walk, two city blocks. Could have gone even further. Every single part of the sidewalk: street vendors. You think, ‘Illegal street vendors. What are they selling?’ Shoes and apparel and T-shirts. Just the entire sidewalk. This 14-year business, a lovely little local business, everything spotless, everything clean, exactly what we would want to see, is going out of business because you've got people there that are not paying taxes, not paying electric, not paying rent, not complying with any licensing. And then I said to the guy, ‘When did all this happen? Has this been here all the time you've been here?’ ‘No, it's the last six or seven years.’ I said, ‘Is it something to do with the pandemic?’ ‘No.’ I looked into it. Eight years ago, in 2018, they passed a bill in Sacramento to legalize street vending in California across the state. Cities can't do anything about it. Counties can't do anything about it. What does it tell you when you take that into account?” @SteveHiltonx ------------------------------ Thanks to our partners for making this possible! Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. startup.google.com/ Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: research.socialcapital.com/a…