Google's Gemini 3 AI now leads, Eli Lilly hits $1 trillion on weight-loss drugs, and a Batman impersonator increases helpfulness, all amidst an affordability crisis.
Geopolitical shifts now price markets, increasing shipping costs 300% and driving a move from "just-in-time" to hybrid inventory for manufacturing resilience.
Government shutdowns achieve little, Trump's policies are questionable, streaming wars disrupt content, sports gambling risks integrity, and extended lifespan debates quality of life.
No Priors: Artificial Intelligence | Technology | Startups
AI is revolutionizing medicine and law, driving proactive consumer agents, and reshaping scientific discovery, while robotics consolidation and a surge in AI IPOs redefine market dynamics.
The AI Daily Brief: Artificial Intelligence News and Analysis
Anthropic leads in coding models, driving Microsoft integration. OpenAI faces distraction, Grok needs differentiation, and Chinese models gain share, reshaping the 2026 AI landscape.
Tech stocks may stall as AI's end-user value remains unproven, while AI will excuse layoffs and cyber hacks will surge, yet electricity costs could drop.
Larry Summers (Friend of the pod, former Harvard President) - Mentioned in connection to the Epstein files, communicating with Epstein until 2019, and stepping down from roles at OpenAI and Harvard.
Clay Higgins (Republican, Louisiana Congressman, former sheriff and army staff sergeant) - Abstained from the vote to release Epstein files, arguing it would harm innocent people and abandon criminal justice procedure.
Ghislaine Maxwell - Her ongoing legal case was cited as a reason for not releasing Epstein files sooner.
Donald Trump - Mentioned in relation to the Epstein files, specifically whether the files contained anything salacious or accusatory about him, and his reversal to sign the bill releasing the files.
Marvin Minsky (MIT) - Scientist who Epstein was donating to and getting close to.
Joi Ito - Scientist who Epstein was seeking to get close to.
Reed Hoffman - Mentioned as someone who was trying to get Epstein's money.
Leon Black (Founder of Apollo) - Paid Epstein $168 million for tax advice, which led to Black's resignation from Apollo.
Peter Thiel - Met with Epstein for tax advice, known for his Roth IRA strategies.
Jensen Huang (CEO of Nvidia) - Friend of the pod, mentioned in relation to Nvidia's blowout quarter and product demand.
Michael Burry - Investor who has a short position on Nvidia and Palantir, believing major tech companies are "cooking the books" with depreciation schedules.
Roxana Martinez - Creator of the "Accounting Corner" jingle for the podcast.
Paulo Ardoino (CEO & Founder of Tether) - Discussed the business model and global impact of Tether stablecoin.
Jeremy Lair (Circle) - Mentioned as a viable competitor to Tether in the stablecoin market.
Alex Honnold - Free solo climber, mentioned as an analogy for Keating's poker style.
Phil Hellmuth - Professional poker player, friend of the pod, known for his live reads and non-traditional style.
Doug Polk - Professional poker player, mentioned in the context of a famous hand where Alan Keating bluffed him.
Jason Koon - Professional poker player, mentioned as one of the besties playing poker.
Jack Dorsey - Mentioned in passing about one of his companies.
Sam Altman - Mentioned in passing about OpenAI.
Eric Schmidt - Mentioned in the context of venture studio investment, offering a large investment in a company.
Robert Oppenheimer - Subject of the movie "Oppenheimer" which inspired Friedberg to become CEO of Holo.
Organizations & Institutions
The Venetian - The hotel and casino hosting the podcast recording, noted for its studio, poker room, and content.
OpenAI - Larry Summers stepped down from a public-facing role here; also mentioned in comparison to Google's AI advancements and as a competitor in the LLM market.
Harvard - Larry Summers was put on leave from here.
MIT - Marvin Minsky, a scientist Epstein was associated with, was from MIT.
Apollo - Leon Black, its founder, resigned due to his payments to Epstein.
Microsoft - Mentioned as a company whose executives Epstein gave tax advice to; also has its own AI silicon.
Google - Released Gemini 3, regaining lead in LLM benchmarks, and defending its search franchise. Has its own TPUs for AI training.
Coinbase - Mentioned in the context of stablecoin issuance and revenue sharing.
JP Morgan - Example of a traditional bank mentioned in the context of stablecoin legislation and net interest margin.
Citibank - Example of a traditional bank mentioned in the context of stablecoin legislation and net interest margin.
Circle - A stablecoin provider mentioned as a competitor to Tether.
World Liberty Financial - A stablecoin provider mentioned alongside Tether and Circle.
Nvidia - Had a blowout quarter with high revenue and net income; its H100 chipsets are central to the discussion about depreciation and AI chips.
Palantir - Michael Burry is shorting this company due to its price-to-sales ratio.
Facebook - Mentioned as potentially spinning up its own AI silicon.
Amazon - Has its own AI silicon (Inferentia).
Anthropic - Mentioned as crushing it on the enterprise side of the AI market and as a trusted alternative to OpenAI for startups.
Huawei - Predicted to be a "black swan" challenger to Nvidia in chip manufacturing by 2026-2027.
Memorial Sloan Kettering - An LP in Chamath's fund.
Mayo Clinic - An LP in Chamath's fund.
Climate Corp - Friedberg's former company.
Metromile - A company Friedberg started and invested in.
Eatsa - A robotic fast-food restaurant Friedberg started.
Holo - Friedberg's current company, which he runs as CEO.
Movies & TV Shows
"Oppenheimer" - The movie Friedberg watched in IMAX, which inspired him to become CEO of Holo.
High Stakes Poker - TV show where Alan Keating is known for playing.
Websites & Online Resources
YouTube (Venetian's channel) - Where the Venetian posts poker content.
Twitter - Where Friedberg discussed his interactions with Epstein; also where Michael Burry posts his short theses.
edge.org - Website where pictures of "billionaire dinners" with notable tech figures can be found.
Polymarket - Alan Keating was a seed investor in this company.
launch.co - Website for Jason Calacanis's Launch fund.
jason@allin.com - Email address for sending jingles to Jason.
Other Resources
JFK Files - Mentioned as another example of government files that the public wants released.
Martin Luther King (killing files) - Mentioned as another example of government files that the public wants released.
Amelia Earhart files - Mentioned as another example of government files that the public wants released.
UFO files - Mentioned as another example of government files that the public wants released.
Clarity Bill - Legislation meandering through the House and Senate regarding stablecoin market structure.
Gemini 3 - Google's latest LLM.
Grok - An LLM mentioned as a competitor to OpenAI.