Here's a Twitter thread about this fascinating All-In Podcast episode:
🧵 THREAD: The All-In Pod dropped some MAJOR insights today with Travis Kalanick & Keith Rabois. From Grok 4 dominating AI to Elon's political party plans - here are the key takeaways: 1/12
🤖 GROK 4 IS HERE: Elon's AI just leapfrogged ChatGPT on benchmarks. Two versions: $30/month base model & $300/month "heavy" with multi-agent features. The speed of progress since March 2023 is absolutely wild. 2/12
💡 THE BITTER LESSON: @chamath explained how Elon's bet on massive compute (100K→250K→1M GPUs) over human labeling is winning. Same strategy that worked with Tesla FSD vs Waymo. General computation > human knowledge every time. 3/12
🍔 CLOUD KITCHENS UPDATE: @TK is rolling out robots that make 300 bowls/hour in 60 sq ft. Labor costs drop from 30-35% to 7-10% of revenue. The "autonomous burrito" vision is becoming reality - infrastructure for better food at scale. 4/12
🌐 AI BROWSERS: Perplexity launched "Comet" - an AI agent that actually controls your browser, books flights, shops on Amazon. @rabois thinks it's a "hail mary" but could be the bridge to true AI assistants. The app store CEOs are "tripping." 5/12
🇺🇸 ELON'S AMERICA PARTY: 55% chance he registers it by year-end per prediction markets. @rabois skeptical about Senate races but thinks House seats are doable. The threat alone could force other parties to get their act together. 6/12
⚖️ SCOTUS BACKS TRUMP: 8-1 ruling allows federal workforce "RIFs" (reductions in force). @chamath: "If you can't fire people as CEO of the US, how do you fix anything?" Critical for DOGE's efficiency mission. 7/12
🔬 SCIENTIFIC BREAKTHROUGHS: @TK is using AI for "vibe physics" - getting to the edge of known quantum physics at 4am. Predicts AI will soon enable breakthrough discoveries through better scientific method application. 8/12
📊 THIRD PARTY TIMING: Americans' desire for viable third party at all-time high (63%). Presidential approval ratings historically low. Perfect storm for disruption? 9/12
🎯 INVESTMENT THESIS: @rabois thinks human-labeled data has "very short half-life" - huge implications for companies like Scale AI. The future is synthetic data and general computation. 10/12
🎲 BONUS: Travis bought the preeminent backgammon engine (XG) and cashed in his first tournament. Recognized not as Uber founder but as "owner of XG" 😂 All-In backgammon tournament incoming? 11/12
💭 BOTTOM LINE: We're witnessing massive shifts in AI, politics, and automation. The companies/leaders betting on compute + efficiency over human processes are winning big. Buckle up - 2025 is going to be wild. 12/12
What was your biggest takeaway? 👇