david friedberg
@friedberg
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Pinovibes
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LINGLING IRREPLACEABLE
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milei’s speech should be the media event of the year. every high school class in the US should break and watch it, then spend a week understanding the historical context behind his devastating truths. if you haven’t watched, please do. and share widely.
Milei's 2024 Davos talk, directly translated to English by AI (by heygen), in his own accent. Better than the dubbed version imo.
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may be time to acknowledge there's little difference btwn a corporate antitrust monopoly and a labor antitrust monopoly - both can control critical infrastructure, leverage their monopoly to raise prices and hurt consumers to benefit themselves...
What does a port strike mean for the US economy?
Harold Dagget, the chief negotiator for the International Longshoremen Association explains:
"I will cripple you, and you have no idea what that means. I do. Let me explain…”
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the kid who stands up in front of the middle school class and offers to make the vending machines free always wins the election
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north america is in the midst of a worsening mega drought, increasing the probability that any of a number of events could lead to a black swan-like economic/social crisis... (1/n)
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amazing paper. 40-60% of population that have NOT had SARS-CoV-2 already have activated T Cells to the virus! likely due to cross-reactivity w/ other "common cold coronaviruses". may explain large % having easy time clearing virus and/or mild/no symptoms.
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The Pandemic War is an actual war we must fight and win. the virus is surging, and evolving. we must surge back, and evolve faster than the virus. here's my proposed plan and analysis...
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which was your favorite once-in-a-generation/decade crisis - the one of 2020, 2021, 2022, or 2023?
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"cash is now a risk asset" is a pretty big paradigm shift
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the greatest source of value & wealth creation in the 22nd century could be driven by terrestrial nucleosynthesis...
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incredible
Jeff Bezos, June 2000: “If I could do anything, I would like to go help explore space.”
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i think what some predictors have wrong about generative AI is the expectation that it will create content in its current one-to-many form - one movie, one piece of music, a book, consumed by many...
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“free markets” drive progress - sellers compete with each other because buyers demand lower prices.
“captured markets”, where the government is the primary financier on the buy-side (usually at the political urging of some group of sellers), distort prices higher because the
Everything the government intervened in has become more expensive over the past 2 decades
And the inverse is also true. Interesting trend
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everything is going to decentralize. this battle isn’t going away... the rate of conflict between distributed and centralized control is escalating.
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4 years after starting The Production Board, today i’m happy to share details about some of our founded businesses and that we just closed on a new $300M investment. this is important work & will be my sole focus going fwd. exciting day! we’re hiring!
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everything is possible. persevere.
Even through my battle with cancer, I smiled, persevered, and when I was cured at
@StJude
, I felt like I was on top of the world. 💛
19 years later, still smiling, I became an astronaut with
@inspiration4x
and quite literally made it to the top of the world 👩🚀🚀🌎
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BTC has likely created more millionaires (10,000+?) and deca millionaires (1,000+?) than any company or startup in history. these are individual “retail” investors realizing these returns, not institutions, which may drive the Rise of Retail...
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absolutely incredible system designed by chinese research team converts co2 into starch with a series of chemicals + designer proteins(enzymes). 100g of catalyst convert 5g of co2 per hour into starch. nearly 10x more efficient than corn plants. food security. carbon uptake. etc.
From carbon dioxide to starch—no plants required: Researchers have developed a novel, cell-free method of synthesizing starch from CO2 and hydrogen using a combination of chemical catalysts and a carefully selected set of enzymes in a cell-free approach.
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the whole world experience has become like a bad episode of black mirror
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just fyi.. ucsf, uc berkeley and stanford are not leaving the bay area
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if, after all our bickering and disagreements, we can make it to episode 100, i have faith the world will make it too! congrats on ep100 besties
@chamath
@DavidSacks
@Jason
we made it
episode 100
-- reflecting on the first 100 shows
-- answering fan questions
-- nuclear threat
-- markets
-- $AMZN cost-cutting
🔊:
📺:
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it is simple: vaccinate 1% of the population per day and the pandemic is OVER by March.
we have the doses. volunteers are on standby. we have parking lots to administer.
drop the red tape. not via trad'l healthcare providers.
states administer w volunteers in pkg lots. fin.
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has anyone seen a good reason besides "politics won't allow it" why we shouldn't have a Balanced Budget Amendment to the Constitution of the US?
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not sure how much more of a red alert is needed about a looming Federal debt problem in the US. this estimate is from the US Treasury Dept
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we’re getting out there with this message. drop the red tape. let anyone get the vaccine. let any trained volunteer give it. take delivery out of the hands of healthcare system and make it a 24/7 wartime effort. good & fast > perfect & slow
#Covid
|
@GavinNewsom
check out the vaccine distribution plan Tech CEO David
@friedberg
is proposing.
“30 volunteers at each HS parking lot & give the💉 to 10,000 people a day. We can vaccinate the entire country in 30-45 days”
Story:⬇️
@abc7newsbayarea
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what defines a "journalist" today? does a person repeating what someone else said, without taking steps to verify their statement, qualify? ...
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this is a rosetta stone moment for biology. deepmind has translated the human genetic code into the physical machines (proteins) that run our body. 100s of new therapeutics will emerge as scientists map how molecules may interact with proteins to alter human health
The AlphaFold database shows the potential for AI to profoundly accelerate scientific progress, greatly expanding our accumulated knowledge of protein structures and the human proteome overnight.
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seems almost inevitable coming out of all this that we will lower rates, higher inflation, for a significantly longer time, than anyone anticipated just 96 hours ago
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i had the thrill and honor to chat with astronaut (and fellow Cal alum)
@Astro_Woody
, from the
@Space_Station
yesterday. really fun convo on a wide range of topics. full video..
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i'm free tonight. so
@DavidSacks
and i will be doing AMA on
@getcallin
at 7PT tonight.. woke mobs, nuclear war, and lots of other things we know very little about will be discussed...
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2022 will see many announcements on the tremendous progress in age reversal using partial reprogramming of cells ... # of companies, capital invested, papers getting published all growing. stopping and reversing aging will not seem like fiction in a few years time..
Altos Labs came out of stealth today with $3 billion in funding.
Mission: unravel deep biology of cellular rejuvenation programming
Funders: They don't disclose ((only ARCH))
Full list of the scientists that joined is here.
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this is Daisy, our recently-adopted puppy. she's one of
#4000beagles
rescued from an animal testing breeding facility run by inotiv ($NOTV). the DoJ identified extensive abuse and shut the facility down. many pups still need homes; if you'd like to adopt:
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if enough people believe in something, it will become manifest.
regardless of institutional forces against that belief.
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@Jason
you should name it TWISTed because All In is a registered trademark associated with a non-profit podcast... good luck with your event!
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marin county doing it right. 5mins. drive in/walk up vax site. no insurance card needed. run by county, not hospital. setup in gym. can handle 2,000/day, roughly 1% of county population. they’ll be done by march at this rate! state of CA + other counties should replicate
Marin County may have the perfect strategy for running a smooth-operating mass vaccine distribution site.
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on the road to…
If your salary was $500,000 per day, every day (weekends/holidays included) since The Great Pyramid in Egypt was built...
..and you spent *nothing*...
..you'd still have LESS money today than the U.S Government borrowed in March to operate through Sep of 2024...🤯
#bitcoin
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feels like contagion territory. taking so much capital out of the global capital network, and turning off so many nodes on that network, so fast.. non-zero chance of feedback loops and cascades we don’t see yet.
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i dont think this paper is getting enough airtime. theorizes how and why coronavirus reduces blood O2 and causes "crushed glass" lung imagery (kicks out heme from RBCs), risk factors (high A1C, blood sugar, hemoglobin), and why certain treatments work
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the Bipartisan Infrastructure Law is meant to wire up 8.5M households. doing so with
@starlink
and giving every household two years of free service would cost half as much.
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mutant strain in SA strongly resistant to past immunity. ~8x reduction in neutralization (which is threshold used for updating flu vaccine). almost a new virus. existing covid vaccines powerful but likely getting less so. need to rapidly scale vax to keep new strain at bay.
Important new study by Wibmer et al () of neutralization by convalescent sera on wildtype vs 501Y.V2 variant viruses circulating in South Africa. It shows that mutations present in 501Y.V2 result in reduced neutralization capacity. 1/10
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if you get a vaccine in CA, you need an ID, insurance card, and need to fill out a 1-pager. please, just drop the requirements, remove the care provider's liability for not collecting this info, and GIVE THE VACCINE!
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if you don’t think inflation is already here you missed what happened to the stock market.. companies aren’t performing better, we are just inflating everything; financial assets first. everything else will follow.
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i’ve bought serological IgG/M test kits from US/China. not FDA approved, or being used, for diagnostics. distributing to random volunteers around SF Bay to self-administer/report. trying to find rate of positive asymptomatic carriers in gen pop. will publish data in real-time..
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that deafeningly loud crunch sound
The U.S. Now Has:
1. Record $17.1 trillion in household debt
2. Record $12.0 trillion in mortgages
3. Record $1.6 trillion in auto loans
4. Record $1.6 trillion in student loans
5. Record $1.0 trillion in credit card debt
Total mortgage debt is now more than double the 2006
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everyone will enjoy their own personalized movie, music, book, news article, video game experience. it may seem silly one day that many humans listened to the same piece of music, watched the same movie, read the same book...
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$INAQ thrilled to have the legend
@ryangraves
join us at
@Metromile
as our newest board member, investing $50M in the business alongside
@chamath
@mcuban
and others. thx
@sacca
for bringing us together!
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just do this non-stop. don’t wait for freezers to break.
Freezer storing vaccines breaks Thursday night in Seattle.
Medical center posts urgent message, sets up 11 p.m.-2 a.m. appointments before doses expire.
Hundreds show up in pajamas and robes to receive vaccine.
All doses administered.
-
@KING5Seattle
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this is so important and true. breaking up “Big Tech” just for being “too big” may be popular but will almost certainly be inflationary if it reduces economies of scale… short-sighted populist policy that doesn’t solve any real problems…
I am very concerned that we may headed into a new era of Brandeisian populist antitrust policy that will make the US economy more inflationary and less resilient.
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insane this is just free and available. an age of extraordinary discovery is underway
.
@Nature
has published the latest iteration of AlphaFold, a computational approach employing machine learning for predicting full-chain protein structure with high accuracy.
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amazing what he put together on his home computer. didn’t know how to code 4 years ago..
I gave GPT-4 eyes.
Here’s what I did:
- added some data to a vision model
- gave the AI camera access
- asked it questions about the scene
- it identified objects
- it searched web for info
- used that info to accurately answer
Watch it get 3 questions 100% correct!
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unfortunately most consumers squandered their stimmies on short-term consumables and bad investments. now inflation and declining personal balance sheets are going to squeeze the biggest source of demand in US economy. sustained recession risk ahead
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accurately and instantly measuring the chemistry of the soil will change the sustainability and profitability equation for the 2B acres of farmland on Earth. tpb is thrilled to lead, with Founders Fund, an investment in breakthrough technology business Stenon..
Excited to announce our Series A to continue to help growers make profitable and sustainable cultivation decisions
Led by Founders Fund (
@zebulgar
) & TPB (
@friedberg
)
Stenon is making soil data available in seconds with the help of sensor-fusion and ML!
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strong trend line thusfar
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maybe we can just forgive it all
The U.S. Now Has:
1. Record $16.5 trillion in household debt
2. Record $11.9 trillion in mortgages
3. Record $1.6 trillion in auto loans
4. Record $986 billion in credit card debt
Total mortgage debt is now more than double the 2006 peak.
Meanwhile, 36% of Americans have
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the problem with the constitution DAO is that the maximum possible bid is completely transparent. the seller will just bid against the DAO to get their max bid. it’s past winning, now the more you raise the more expensive it gets..?!
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as of today, 5 NBA teams have had a coronavirus RT-PCR test done on their players and 7 players are positive (a 9.3% positive result)
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must watch from
@allinsummit
All-In Summit: 2,851 Miles with
@bgurley
"The best talk in the history of All-In... and we need to get it out there immediately so it can start going viral."
- David Sacks,
@allinsummit
📷
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it seems more likely that AI won't replace the creator in the traditional model but rather will become the personalized content creator for each individual...
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expectant noise about the controversies of copyright material being used as training data in generative AI and how such systems aren't actually "creative". i just keep coming back to this video by UK "mentalist" derren brown..
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the big winners of tomorrow will likely be the minecraft youtubers of today
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we've normalized popups on the web again. now, it seems, your site isn't conversion-oriented enough without a popup! brutal that this is the evolution of all web UX. (and wishing i could re-install old school popup blockers)
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the US is administering ~250k covid vaccine doses per day. we prob need to get ~100-150M ppl vaccinated = 200-300M doses = 800-1200 days at current rate. last mile clearly a problem as many doses sitting with states, who have discretion over admin process.
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there isn't a lot of transparency or accountability in the vax rollout at federal/state/local level, but the US does have enough vax doses to effectively end the pandemic in 45-60 days. here's why, key metrics to observe, and a reminder on how we can do it...
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i’m thrilled for
@metromile
to be going public via SPAC $INAQ with
@chamath
leading the $160M PIPE alongside
@mcuban
and other leading investors. next step on what’s been a great 9 year journey. investor presentation w details:
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is this real? i think my faith in government may have just been (only partially) restored
Senate passes bill by unanimous consent to make Daylight Saving Time permanent.
Sen. Kyrsten Sinema (D-AZ) seems excited about it.
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@Jason
@ryanwcox
@theallinpod
@DavidSacks
@chamath
calling us “split” is reductive. the future is conditional. identifying, analyzing, and tracking those conditions is more relevant than what “side” someone is on.
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the $2T+ global beverage industry uses 100M+ acres of land, emits 500M+ tons of CO2, & creates 500B+ plastic bottles of waste each year. printing beverages at home would put a meaningful dent in this problem. i wrote more here..
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"re-opening" is not a binary thing. People, Places, and Processes (PPP) define our current and future state. which people can go out, where they can go, what processes are in place when they do go out.
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one of our years-long projects at tpb has been to create a more resource/carbon efficient supply chain based on decentralized manufacturing... (1/3)
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absurd & obscene. after cancelling ONEM for some “out of turn” vaccinations (despite being one of highest throughput providers in state), CA now forcing all providers to use crappy accenture system ($100M no-bid contract for a website!) meanwhile, 2M doses sit on shelves in CA...
We’ve been working with the City of LA & San Mateo County day and night to help deliver vaccines. Helped book 400k vaccinations and administer 250k. We provide both the tech & 100s of onsite clinical staff. Instead of supporting this, CA is throwing a huge curveball 1/5
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another paper published indicating 20-50% of ppl have T cells cross-reactive to SARS-COV-2 along with evidence this is due to prior exposure to common cold coronaviruses, potentially explaining why such a large % have low/no symptoms and recover quickly
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Why do so many American politicians from both parties care 100 times more about the Ukraine border than the USA border?
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🤯
What if Wes Anderson directed The Lord of the Rings? We asked the community which video they want to see next and Lord of the Rings took the cake… or should we say Elven bread. We hope you enjoy this Midjourney to Middle-Earth.
#LordOfTheRings
#WesAnderson
#MovieTrailer
#LOTR
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COVID is causing 4k premature deaths + $3.3B loss to US GDP PER DAY. if we don't surge fast, imperfectly, decisively, today, the virus will evolve and we'll be stuck in an economic rut, as lockdowns + deaths persist for a long time.
let's surge.
let’s win the War!
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🙌
@GavinNewsom
-- please publish your target throughput (vaccines/day) on these mass vaccination sites + how many more expect to open over time (+ pls open smaller sites at schools/parking lots). we really want to see a 45-day vaccination projection model for CA!
NEW: CA will be opening mass vaccination sites this week including Dodgers Stadium, Padres Stadium, and CalExpo.
Our goal continues to be fast, equitable, and safe vaccinations statewide.
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@RyanCrownholm
@theallinpod
@chamath
@Jason
@DavidSacks
@prenuvo
really glad you caught it and are ok! such a great motivator to keep doing the pod. thanks for sharing
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