SHOW DIRECTORY
All-In
Industry veterans Chamath Palihapitiya, Jason Calacanis, David Sacks, and David Friedberg cover economics, technology, politics, society, and poker.
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Martin Shkreli: Big Pharma's Blind Spot, Betting Against Quantum & What Prison Taught Him
Shkreli limits quantum’s edge to factoring and elliptic-curve logarithms; current machines lack quantum RAM.He calls industry spending speculative and expects analog optical computing to challenge Nvidia’s H100, B100, and B200 within 20 years.His pharmaceutical thesis favors mispriced discarded molecules; he calls AI drug discovery within five years “nonsense” and expects no AI-related drug in the next 10 years.
Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections
Chamath PalihapitiyaJason CalacanisDavid SacksDavid Friedberg
Anthropic’s Fable 5 pairs benchmark leadership with 30-day retention, profiling, and user-specific downgrades, making access an enterprise-governance risk.Restrictions are pushing Ohalo toward local open models, while power costs rose from roughly $4 billion–$5 billion per gigawatt to $100 billion.May CPI at 4.2% and PPI at 6.5%, plus Iran-driven energy risk and disputed Los Angeles ballot patterns, leave macro and institutional trust unresolved.