วีดีโอ

Software is not dead, it simply represents the ugly reality of the US economy that is today sans-“AI”. Tourists, generalists and (perhaps) specialists alike are masturbating themselves into the pathetic convolution of this AI hype cycle that is largely driven by the infrastructure build out and the supply chain involved while blood is on the street everywhere else, and that includes semis that are not exposed to leading edge supply chain or Nvidia. When these “AI” stocks hit peak in estimate revision (2Qs away at the maximum), everyone is going to have that wake-up call and rush to degross. Mark my word and pick your favorite “AI” stock 2Qs from now and see how it does.

Potentially 17:15 one of the biggest negatives (to the founders) of this concentration of capital is that larger funds are increasingly stretched on a ratio of principal to invested dollar - which means less support to the early stage startups when they need it (to Brads point re early support).

All who care about free market capitalism, a free, liberal and open, democratic society and for that model to be leading throughout the world, should all be on high alert against the forces that are currently busy trying to throw "the West" and the current world order, under the bus and replace that with a different (dis)-order with a BRICS-led, WEF-collectivistic, so-called "stakeholder capitalism.". Make no mistake about it: Klaus is no Santa Claus.

Another great episode, thanks BG2!

Loved your moms note, especially since mine was also born in 1936

I love that the art on Bill’s wall depicts SRV with the left hand thumb wrapped over the neck…way to go! If you play, you know what I mean ;).

What a wonderful letter from your amazing mother.

Thank you for doing these very informative podcasts. Us small retail investors greatly benefit from your professional views. Thank you

The All-In Podcast is the tech bros' equivalent of "The View."

Ideal team to dominate the AI revolution

Thanks for giving importance to Capitalism as the system that is driving so much innovation and we are indeed in the luckiest moment ever in history on every level. Society has never been this advanced and we should be proud of it instead of thinking everything negative. But most important, worldwide we should remember that the price of freedom is eternal vigilance.

thank you, great stuff!

Elite pod - insights are on another level. Never stop Bill and Brad! Big love from Bali! 💪🏻

Please buy Bill a mic 🙏🙏🙏

⭐️⭐️⭐️⭐️⭐️

The fact this pod doesn’t do weekly episodes is part of what makes it great

2 Goats

Bill: 35:14 "They would never not mention AI" Apple: Apple Intelligence. :)

Watching the crypto market's ups and downs shows how quickly things can change. In crypto, strategic, informed trading isn't a choice; it's a must. Remember, caution is as crucial as ambition here. This dedication to continuous learning is inspiring...managed to grow a nest egg of around 1.2Biitcoin to a decent 11.4Biitcoin... I'm especially grateful to Linda Wilburn, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape…..

💯❤excessive capital is breeding ground for wastage and inefficiency.

Brad would be so much cooler if he didn't suck Elon's... er, kiss up to Elon on a regular basis.

Bill do you have worms?

Brad seems bullish on everything while Bill’s like slow down there bud 😂

Tnx

Another super interesting episode. Thanks BG crew!

Really a fantastic podcast.

Is there any courses or websites that can teach me about LLMs? I do want to start testing on AI do, specifically finance.

Why does bg junior always screaming or talking like political rally while making very simple things

"Let me take the other side" "I'm sure you would!" 😂😂

Wow, so Spot on about Apple Intelligence at 34:35 .

Thank god you'll be setting CNBC straight tomorrow. They have always been so awful! I love the CNBS thing.

Tesla in hyper growth mode and they are laying off. It's called reducing costs!

Would love to know the artist that did the guitar painting in Bills office

Great video!

Lol Brad’s mom’s letter sounded like it was written by ChatGPT

Google owns a large position in Gitlab

I appreciate the balance in the discussion in this Pod. The optimism in Brad’s point of view in contrast with the realistic perspective from Bill. Great contrasting discussion without derailing everything with political topics.

Best business podcast out there.

New bg2 🤩 Let's goooooo!!

Guys What would liquidity for VC’s / investing be like in a bitcoin (supremely hard money) world??

Love your conversations topics and perspectives! Love that you’re publishing here! This is appreciated. Thanks!

Does scarcity breed innovation? It seems to me like the places with the most abundance at a point in time happen to also have the most innovation for its period

Guys please keep this going and stay out of political talk. I stopped watching all in podcast just because of that. I really don’t care about the political leanings of billionaire vc’s.

Bill always keeps a perspective alternative to the up and to the right all-the-time folks in the valley always respect his opinion.

Best tech pod right now

Did Brad’s mom get ChatGPT to write her letter for her 😅🤣?

Thanks guys!

Roaring Bill's, 2 kitty's sitting around just talking

love that you analyze companies, you should do more of that, maybe some small caps like $TOST or $APLD

thanks for not talking politics!