All-In with Chamath, Jason, Sacks & Friedberg

Grok 4 Wows, The Bitter Lesson, Elon’s Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

2451 snips
Jul 11, 2025
Joining the discussion are Keith Rabois, a powerhouse in tech investing with roots at PayPal and Yelp, and Travis Kalanick, the visionary behind Uber now venturing into real estate and robotics. They explore the evolution of AI with Grok 4 and its competition with ChatGPT. The conversation shifts to the rise of AI-native browsers threatening Chrome's dominance. Kalanick also shares insights on launching a third political party while the Supreme Court supports executive power, merging tech developments with political discourse.
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ANECDOTE

Automation Revolution in Food Industry

  • Travis Kalanick shared how Cloud Kitchens uses robotic automation to reduce food assembly labor drastically.
  • A 60 square foot machine assembles 300 bowls an hour, decreasing labor cost from 30% to as low as 7% of revenue.
INSIGHT

The Bitter Lesson in AI

  • Elon Musk's AI success reflects the 'Bitter Lesson': scaling general computation beats human knowledge intervention.
  • This approach, proven in various domains, signals a shift in AI strategy toward massive compute and less manual guidance.
INSIGHT

General Compute Beats Hand-Crafting

  • General compute models excel by self-learning through vast permutations rather than hard-coded human knowledge.
  • Letting computers solve problems via massive exploration outperforms human-crafted heuristics repeatedly.
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