PodcastsAll-In with Chamath, Jason, Sacks & FriedbergE135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
E135: Wagner rebels, SCOTUS ends AA, AI M&A, startups gone bad, spacetime warps & more
All-In with Chamath, Jason, Sacks & FriedbergFri Jun 30 2023
Wagner Group Rebellion:
- Yevgeny Prigozhin led the rebellion in Russia
- Speculation on whether it was staged or a genuine mutiny against Putin's regime
- Implications for the conflict in Ukraine and Russian society
Supreme Court ruling on affirmative action:
- Cases involving Harvard University and the University of North Carolina
- Personal experiences and perspectives on affirmative action and its impact on diversity and equality in education
- Potential alternatives to affirmative action, such as improving early childhood education and addressing systemic inequalities at an earlier stage
- Role of unions in public education and their impact on educational quality and opportunity
- Criteria for college admissions, including academics, creativity, athletics, geography, etc.
- Debate over legacy admissions and meritocracy
- Discussion about government intervention vs market competition in regulating private institutions' admissions processes
AI infrastructure companies and Databricks' acquisition of MosaicML:
- MosaicML offers open source models for AI training
- Term sheet from Emergence Capital for series B funding round at $400 million valuation
- Importance of maximizing GPU efficiency in AI model training due to GPU shortage
- Acquisition supports the trend of AI infrastructure companies building end-to-end tool chains
- Similar acquisitions by other companies like Snowflake acquiring Niva
IRL shutting down after faking 95% of users, Byju's seeking emergency funding:
- IRL raised $170 million Series C with SoftBank Vision Fund leading the investment
- Byju's valued at $22 billion facing financial turmoil with shareholders seeking to dilute founder control
- Lack of diligence by investors contributing to these situations
Science Corner: Understanding the NANOGrav findings: -NANOGrav consortium using instruments to measure pulsars to observe waves in space-time caused by gravitational events around the universe -Supports Einstein's general theory of relativity that gravity warps space-time itself -Potential implications for understanding the structure of the universe and applications in space travel or time travel