All-In with Chamath, Jason, Sacks & Friedberg AI Bubble Pops, Zuck Freezes Hiring, Newsom’s 2028 Surge, Russia/Ukraine Endgame
2747 snips
Aug 22, 2025 In a lively discussion, the hosts tackle the recent slowdown in AI investment, questioning whether it's a bubble burst or a necessary correction. Meta's hiring freeze raises eyebrows, hinting at a shift in the AI talent market. Gavin Newsom emerges as a key player for the 2028 Democratic nomination, sparking debate about future electoral strategies. The conversation also delves into the complex dynamics of the Russia-Ukraine conflict, highlighting evolving Ukrainian sentiments and the potential for a diplomatic endgame.
AI Snips
Chapters
Transcript
Episode notes
Moose The Trial Bulldog
- Jason tells a story about adopting a bulldog named Moose and giving him a three-month trial on a ranch.
- The hosts joke about Moose's behavior and 'founder-pet fit' as a humorous aside.
AI Pilots Often Misallocated
- The MIT study showing 95% of generative AI pilots failing revealed many projects were misallocated to low-ROI sales/marketing use cases.
- Back-office automation yields much higher ROI and is a clearer early path to production value.
Probabilistic Models Struggle In Sales
- Probabilistic LLMs fit poorly for sales/marketing because those domains require high determinism and consistent correctness.
- Specialized vertical models and SLMs tend to deliver the last-mile accuracy enterprises need.