The All-In podcast episode features Jason Calacanis, Friedberg, David Sacks, and Thomas Laffont discussing a range of topics including the state of AI, Meta's aggressive moves in the AI space, and the potential for AI to drive GDP growth. They analyze Zuck's strategy of acquiring talent and companies to catch up in AI, comparing it to past strategic shifts at Facebook. The conversation shifts to the performance of the "Mac 7" companies, with diverging opinions on the future prospects of Apple, Tesla, Google, and NVIDIA. They also debate the impact of AI on the software industry, the potential for custom software rebuilds, and the implications for the S&P 493 companies. Finally, they touch on the recent GENIUS Act, a stablecoin bill, and the potential for regulatory clarity to bring crypto innovation back to the United States.
