Episode Details
| Title | DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks |
|---|---|
| Date | 1/31/2025 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $AI - Advancements in AI technology are expected to drive progress in autonomous vehicles, making them more accessible and efficient.
- “Cheap AI makes cheap autonomy. Okay? So if as as cheap AI gets out there and proliferates and gets broadly distributed, we should expect autonomy gets easier and easier and easier.” - Travis (45:34)
- 🟢 $AUTOVEH - 🔒
- 🟢 $GRID - 🔒
- 🟢 $AVSAFETY - 🔒
Bearish:
- 🔻 $PARKING - 🔒
- 🔻 $UST - 🔒