Episode Details
| Title | "Founder Mode," DOJ alleges Russian media op, Kamala flips proposals, Tech loses Section 230? |
|---|---|
| Date | 9/6/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $AI - Chamath's company is developing a transpiler to reduce dependence on NVIDIA's CUDA, potentially disrupting the current AI infrastructure dominated by PyTorch and NVIDIA.
- “We're building a transpiler. You know? Right now, everybody is very much fixated on PyTorch. And the problem with PyTorch and building to NVIDIA is you have this thing called CUDA in the middle of it, which is owned by NVIDIA. And and I think that over time, that's problematic.” - Chamath (50:00)
- 🟢 $SMALLBIZ - 🔒
- 🟢 $VC - 🔒
Bearish:
- 🔻 $WEALTHTAX - 🔒
- 🔻 $TECH - 🔒