Elon's Anthropic Deal, The Next AI Monopoly?, "FDA for AI" Panic, Trading the AI Boom
How do I sound?
我声音怎么样？
You sound perfect.
你声音很好。
You sound great.
你声音很棒。
How do I look?
我看起来怎么样？
Yeah, you sound great.
是的，你声音很棒。
Better than you look.
比你看起来强。
Have
天生
a face made for radio.
就是个适合上广播的脸。
You don't look as tired as you have in recent weeks.
你看起来比最近几周没那么憔悴了。
That's true.
是真的。
Yeah.
是啊。
Oh, yeah.
哦，是的。
Somebody was slagging me for the bags and for my eyes.
有人嫌我眼袋太深，眼睛太疲惫。
I mean, this audience is brutal.
这个观众群真的很毒。
They're brutal.
太毒了。
They're brutal.
真的太毒了。
It's a good thing I'm rich.
幸好我有钱。
Let your winners ride.
让赢家继续跑。
Rainman David
Rainman David
and it said we open sourced it to the fans and they've just gone crazy with it.
还有他们说我们已经开源给粉丝了，大家玩得很疯狂。
Love you guys.
爱你们。
All right everybody, welcome back to the number one podcast in the world.
好的大家，欢迎回到全球第一播客。
It's the Allin podcast.
这里是 All-In Podcast。
With us today, Chimoth Polyatia, David Saxs, and our fifth bestie, Mr. Brad Gersonner is here.
今天和我们在一起的有 Chamath Palihapitiya、David Sacks，还有我们的第五位老友 Brad Gerstner。
I think uh David Freeberg is suffering from some socialist related flu.
我想 David Friedberg 好像得了某种和社会主义有关的流感。
He's very sick of reading about socialists, but he'll be back next week with two incredible incredible interviews.
他太看不惯社会主义了，病倒了，但下周会带着两场超精彩的访谈回来。
You guys see those Spencer Pratt ads?
你们看到那些 Spencer Pratt 的广告了吗？
Wow.
哇。
It's one of the best political ads I've ever ever seen.
那是我见过的最好的政治广告之一。
Oh, there's like three or four of them.
哦，好像有三四支。
There multiples.
好几支呢。
Yeah.
没错。
Whoever that social media team is is on fire.
不管是谁的社交媒体团队，真的很猛。
If you get a good social media team and you get a good ad production team, I think it's nextgen because these things go crazy.
如果你有一支厉害的社交媒体团队，再加上一支给力的广告制作团队，我觉得那就是下一代打法——这些东西就是会疯传。
And Spencer Pratt, if he wins this election, which I think he's going to in Los Angeles, the reason is what Brad said.
而且 Spencer Pratt，我觉得他会赢下洛杉矶市长选举，原因就是 Brad 说的那个。
Those ads are incredible.
那些广告太厉害了。
Well, he's also quite a good debater.
嗯，他在辩论上也相当厉害。
Did you see clips from this debate?
你们看了辩论的片段了吗？
Incredible.
太精彩了。
He's so funny.
他太搞笑了。
He's so chill.
太稳了。
Yeah.
是的。
Well, he's up against Karen Bass, who's the mayor, who is basically extremely leftwing.
嗯，他的对手是现任市长 Karen Bass，极左路线。
And then there's someone who's a city council woman who's even further to the left of Karen Bass.
然后还有一个市议员，立场比 Karen Bass 还要更左。
I mean, she's
我是说，她那简直
often like Fidel Castro territory.
都快 Fidel Castro 那一套了。
She's an Indian Fidel Castro
她是印度版 Fidel Castro。
Ramen.
Ramen。
So, she was basically, I guess, criticizing the mayor for the homelessness problem.
所以，她基本上是在批评市长处理流浪汉问题的方式。
And then Pratt pointed out that this council woman is actually in charge of all these homeless programs already.
然后 Pratt 直接指出，这位市议员其实早就主管着所有这些流浪汉项目了。
He eviscerated her.
他把她批得体无完肤。
Eviscerated her.
确实是体无完肤。
And he basically made the key point, which is, look, the problem here is not lack of housing.
他说出了一个核心论点：听着，这里的问题不是缺乏住房。
It's an addiction issue, and it's a mental illness issue.
这是一个成瘾问题，也是一个精神疾病问题。
And he said, "Look, if you
然后他说，「听着，如果你」
He said, "If she went to the street, she'd get stabbed in the neck."
他说，「如果她走到街上，脖子要被捅刀子的。」
Yeah.
是的。
Which is pretty accurate if you've been to Skidro.
如果你去过 Skid Row，这话说得相当准确。
I mean, you would not want to walk through there.
我是说，你真不会想穿过那片地方。
It
那里
It was like the Spider-Man photo.
就像那张 Spider-Man 互指的照片一样。
Wait, Nick's got the clip.
等等，Nick 有那段视频。
Play the clip, Nick.
Nick，放那段吧。
Oh god, this clip is brutal.
哦天，这段真的很猛。
This is a different clip, but this went super viral.
这是另一段，但它超级出圈了。
It reminded me of Trump a little bit.
让我想起了有点像 Trump 的风格。
Let's see.
看看。
I'm not sure how to respond to that vision of Los Angeles.
我不知道该如何回应这种对洛杉矶的描绘。
This is a MAGA Republicans idea of what Los Angeles looks like.
这是 MAGA 共和党人眼中的洛杉矶。
This is
这
This is really not
这真的不
unbelievable.
难以置信。
For those of you listening, he put his hands up and wiggled his head like, "Oh my god."
对于正在收听的朋友，他把手举起来，头左右摇摆，一副"我的天啊"的表情。
Hey, hey, Sachs.
嘿，Sacks。
You know, Steven Pratt wins mayor.
你知道，Spencer Pratt 赢了市长。
Spencer Pratt the, you know, the ballot initiative, the retirement protection and savings act, right?
Spencer Pratt，那个，你知道，退休保护与储蓄法投票提案，对吧？
It's going to pass.
会通过的。
Going to pass with big numbers.
会以大比分通过。
This is the, you know, referendum that effectively is going to knock out the wealth tax.
这个全民公投，实际上就是要废掉财富税。
Can you imagine if California effectively passes a constitutional amendment protecting retirement savings and personal assets and banning the wealth tax and crack gets elected?
你能想象吗，如果加州真的通过了一个宪法修正案，保护退休储蓄和个人资产、禁止财富税，而且 Pratt 还当选了？
The message that would send to the country.
那向全国传递的信号会是什么。
That's that's a very non-conensus view that I'm becoming increasingly optimistic about.
这是一个非常非主流的观点，但我越来越乐观了。
Well, from your lips to God's ears, but until that message actually is sent, I think I'm going to be uh
嗯，借你吉言吧，但在这个信号真正发出之前，我觉得我还是会
in Texas. in Texas.
在德克萨斯。在德克萨斯。
Yeehaw.
驾哟。
Well, I mean, this is also in the face of I don't know, just a follow-up story here, but Mandami did like an attack video on Ken Griffin's house.
我是说，还有一件事，不知道你们注意到了没，这里有个后续——Mandami 拍了一段攻击 Ken Griffin 住所的视频。
We talked about it on the pot a couple weeks ago, and like literally stood in front of his house, pointed at it, and this is in the face of like a CEO getting shot for ideological reasons, Sam Alman's house being targeted.
我们几周前在节目里聊过，他真的站在 Griffin 家门口，直接用手指着，而这发生在一位 CEO 因意识形态原因遭枪击、Sam Altman 住所被锁定的背景之下。
This is like a really dangerous thing for Mandami to do.
Mandami 这么做真的很危险。
And Ken Griffin came out today and uh or yesterday in an interview and said, "Hey, listen.
而 Ken Griffin 今天，或者是昨天，在一次采访里说，"听着，
I'm out.
我要走了。
We're going to be putting our efforts into um Florida.
我们会把精力放到佛罗里达去了。
And this is the same thing that happened to Chicago.
跟芝加哥当年的情况一模一样。
And he basically said like I really felt offended and I was, you know, nervous about this because of my personal safety.
他说他真的很受伤，因为人身安全问题，他感到很紧张。
And he called him out.
然后他直接点名批评了。
Mondami came out with like a a mealymouthed response that didn't even apologize for what he did.
Mandami 出来回应，说了一堆废话，连道歉都没有。
Just double down on it essentially.
基本上是在变相双倍下注。
All right, let's get to the dot.
好，接下来说正题。
I don't know if you guys saw it or not, but
不知道你们有没有看到，
who cares?
管那干嘛？
New York is becoming a flyover city.
纽约正在变成一个飞越城市。