{
 "name": "AI",
 "type": "concept",
 "episodes": [
  "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
  "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
  "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
  "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
  "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
  "the-diary-of-a-ceo-2026-06-22-dr-rachel-rubin-women-s-sexual-health-menopause-hormone-repl",
  "invest-like-the-best-2026-06-23-vlad-barbalat-investing-120-billion-in-permanent-capital",
  "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
  "all-in-2026-06-29-nate-silver-predicts-democrats-take-the-house-newsom-is-fadi",
  "huberman-lab-2026-07-13-how-to-improve-your-memory-cognitive-function-at-any-age-dr-"
 ],
 "claims": [
  {
   "holder": "Dan Loeb",
   "claim": "Traditional macro indicators (growth, inflation, rates, currencies) are currently trumped by two things: oil (driven by the war and geopolitics) and AI's spending, infrastructure, and societal impact.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "oil",
    "AI"
   ],
   "timestamp": "3:46",
   "quote": "I think that all that stuff is trumped right now by two things. Where's oil?",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Dan Loeb",
   "claim": "Investors can no longer punt on technology — you have to be a tech person today because tech is a big, growing, compounding part of the economy that affects everything else.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "technology",
    "AI"
   ],
   "timestamp": "4:53",
   "quote": "I think you have to be a tech person today. It's a big and growing and compounding part of the economy. It affects everything else.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Dan Loeb",
   "claim": "Schmidt's acceleration call was right and still holds: technological change has continued to logarithmically accelerate and we are now at the front end of AI.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "technology",
    "AI"
   ],
   "timestamp": "14:17",
   "quote": "Like it has just continued to logarithmically accelerate. And we're going through something now where we're at the front end of AI.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Dan Loeb",
   "claim": "AI will test, but probably not break, the rule that there is nothing new under the sun — hysterias, bubbles, panics, and the extremes of human nature do not change.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "AI",
    "market psychology"
   ],
   "timestamp": "18:02",
   "quote": "It will test the theory that there's nothing new under the sun. And the thing that doesn't change is hysterias, bubbles, panics, and just the extremes of human nature, both optimistically and pessimistically.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Dan Loeb",
   "claim": "Unless you believe AI rolls over around 2031-32, the semis/cap-equipment/hyperscaler complex is the most attractive sector right now — and it is where the bulk of Third Point's capital is invested.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "AI",
    "semiconductors",
    "Third Point"
   ],
   "timestamp": "37:07",
   "quote": "I think it's most attractive sector right now. It's where the bulk of our capital is invested.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Dan Loeb",
   "claim": "Enterprise AI adoption is barely scratching the surface — citing Anthropic's revenue growth, product usefulness, and the next-generation Mythos — so the AI buildout will play out as the optimists expect.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "AI",
    "Anthropic"
   ],
   "timestamp": "38:14",
   "quote": "We're barely scratching the surface. There's so many layers of corporations. They're just getting started. So I'm in the optimist camp in terms of seeing this as something that's going to play out.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Dan Loeb",
   "claim": "The only way to get good at AI is to use it — it makes individuals autonomous self-improvers and gives back whatever effort you put into it.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "AI",
    "Third Point"
   ],
   "timestamp": "53:18",
   "quote": "The only way to get good at this is just to use it.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Dan Loeb",
   "claim": "Third Point is less pessimistic than its peers that AI will cause some kind of apocalypse — that contrarian optimism is where the firm most differs from comparable managers.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "AI",
    "AI job loss",
    "Third Point"
   ],
   "timestamp": "54:45",
   "quote": "I think we're maybe less pessimistic that there's going to be some kind of apocalypse from AI.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Nick Hanauer",
   "claim": "A sovereign wealth fund taking a share of AI-created value to cushion job disruption — the Bernie Sanders idea — is worth trying.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Bernie Sanders",
    "AI",
    "sovereign wealth fund"
   ],
   "timestamp": "1:00:15",
   "quote": "trying to find a way to make some of that value a cushion for the disruption that it will inevitably cause, I don't think that's a crazy idea",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Nick Hanauer",
   "claim": "AI company valuations are predicated on job displacement — the numbers don't work without displacing lots of jobs — so some of that value should be recycled to cushion the disruption.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "AI",
    "jobs"
   ],
   "timestamp": "1:09:08",
   "quote": "the whole valuation that AI is predicated on is job disruption",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "claim": "Technology has cut out the middlemen and reduced the real utility of labor for 90% of people — you cannot outrun it with labor standards.",
   "stance": "assertion",
   "conviction": 0.9,
   "subjects": [
    "middle class",
    "wages",
    "AI"
   ],
   "timestamp": "22:37",
   "quote": "Technology has reduced the actual utility of this thing that we call labor for 90 percent of people.",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "claim": "Today's K-shaped economy is a rerun of the early-1800s Engels Pause: technology owners level up while everyone else falls behind.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "Engels Pause",
    "middle class",
    "AI"
   ],
   "timestamp": "45:34",
   "quote": "the headlines that we run today are the exact same headlines that were run in the early 1800s in Britain",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "claim": "AI can make the UK's 5.7 million small businesses productive enough to hire and absorb the million unemployed, if incentivized.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "AI",
    "small business",
    "UK"
   ],
   "timestamp": "1:01:05",
   "quote": "There are a hundred ways that AI could actually make 5.7 million businesses. A little bit better to the point where they want to hire someone.",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "claim": "Implementing AI across his own group of small businesses led to hiring more people, not fewer — entry-level staff become more valuable when augmented.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "AI",
    "small business",
    "jobs"
   ],
   "timestamp": "1:02:49",
   "quote": "We've implemented AI in all of them. And as a result, we've hired people.",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "claim": "If AI agents let one person do everything, the effect is massively deflationary and humans will invent new jobs for each other, as they always have.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "AI",
    "jobs"
   ],
   "timestamp": "1:17:25",
   "quote": "what would happen in that situation is you would have a massive deflationary effect",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "claim": "Data could be treated as a common asset sequestered illegitimately by tech companies, justifying a license fee paid back to a sovereign wealth fund.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "AI",
    "sovereign wealth fund",
    "tax"
   ],
   "timestamp": "1:10:54",
   "quote": "We might say that data is the new oil, and data is a common good, and it is a common asset that has been sequestered illegitimately by these companies.",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "claim": "The Bernie Sanders AI-stake model risks the state leveraging debt to hold intangible assets while companies restructure offshore, leaving taxpayers with toxic debt.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Bernie Sanders",
    "AI",
    "big government"
   ],
   "timestamp": "1:23:02",
   "quote": "we're just going to restructure to Vanuatu now, leave you guys holding all of that toxic debt",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Steven Bartlett",
   "claim": "AI differs from calculators and computers because it arrives into a technological economy with instant global scale, making the disruption much faster.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "AI",
    "jobs"
   ],
   "timestamp": "1:05:47",
   "quote": "maybe the difference between calculators or computers versus this, is AI is coming into a technological economy and it is coming in with instant scale",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "Coding alone is a half-trillion-dollar market for AI, based on ~20 million coders worldwide spending $20,000-30,000 a year on tokens.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "Anthropic",
    "Claude Code",
    "AI"
   ],
   "timestamp": "3:27",
   "quote": "And if you think about how many coders there are in the world, $20 million, you've got a half a trillion dollar market just from coding alone.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Andrej Karpathy",
   "reported_by": "Alex Sacerdote",
   "claim": "AI coding flipped from writing ~20% of code (80% handwritten) to essentially all of it — he no longer writes a line of code except in English.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "Claude Code",
    "AI"
   ],
   "timestamp": "8:37",
   "quote": "And Karpathy said, last year's code tools could write 20 percent and 80 percent would be handwritten. That flipped when the latest model came out, and now he hasn't written a line of code except in English.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "The AI infrastructure S-curve is only ~10% penetrated and the enterprise application AI market is less than 1% penetrated.",
   "stance": "assertion",
   "conviction": 0.75,
   "subjects": [
    "AI",
    "enterprise software"
   ],
   "timestamp": "8:37",
   "quote": "And so the enterprise AI or enterprise application AI market is less than 1% penetrated.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "AI is the biggest S-curve Whale Rock has seen, bigger than Internet 1.0, mobile, cloud, and e-commerce.",
   "stance": "opinion",
   "conviction": 0.9,
   "subjects": [
    "AI",
    "S-curve"
   ],
   "timestamp": "19:36",
   "quote": "We've been lucky that we've had Internet 1.0, mobile, cloud, e-commerce, and now AI, which we can confidently say is the biggest.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "AI adoption will be faster than cloud or SaaS because there is no integration barrier — you just open the browser and it's there, producing a 'backwards L curve.'",
   "stance": "assertion",
   "conviction": 0.75,
   "subjects": [
    "AI",
    "S-curve"
   ],
   "timestamp": "28:41",
   "quote": "But what's amazing about AI is you just, at least with consumers or even business, you just open up the browser and it's there.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "Within one to five years, brand-new AI-native companies could go after each strong software incumbent, especially if the incumbents' data advantage gets obviated.",
   "stance": "prediction",
   "conviction": 0.5,
   "subjects": [
    "enterprise software",
    "AI"
   ],
   "timestamp": "40:11",
   "quote": "But you can imagine a world where in one, two, three, four, five years, you could have a brand new AI native company going after each one of these very strong incumbents.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "Software should be screened by a new 'rule of 40' for the AI era: the percent of sales that are AI plus market share in that AI category.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "enterprise software",
    "AI"
   ],
   "timestamp": "40:11",
   "quote": "For AI, we have a new rule of 40 What percent of your sales are AI?",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "AI is driving the decommoditization of the hardware industry — workloads growing 10x a year push every server component to its physical limits, creating both unit growth and durable IP.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "AI",
    "NVIDIA",
    "Celestica"
   ],
   "timestamp": "44:41",
   "quote": "Not only are you creating tremendous unit growth, but we call it the decommoditization of the hardware industry.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "If the L-curve demand thesis is right, the DRAM, NAND, and PCB markets are already roughly 30% short of supply.",
   "stance": "assertion",
   "conviction": 0.7,
   "subjects": [
    "AI",
    "Celestica"
   ],
   "timestamp": "51:32",
   "quote": "The broader picture is the AI demand, if we're right with this L-curve, we're already short the DRAM market, the NAND market, the PCB market. We're already 30% short all these things as we are now.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "Broad negativity about AI in the general population and parts of government — and the resulting regulation risk — is a real threat to the AI trade, though the genie is out of the bottle.",
   "stance": "opinion",
   "conviction": 0.65,
   "subjects": [
    "AI"
   ],
   "timestamp": "55:48",
   "quote": "One thing that bothers me is there's a lot of negativity in the general population about AI.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "The AI application layer is still unclear and a little dangerous to invest in — it's hard to tell where the foundational model ends and the application begins — though great application companies will eventually be built.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "AI",
    "Sierra"
   ],
   "timestamp": "58:09",
   "quote": "And at the application layer, it's still kind of unclear and a little bit dangerous.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "AI can be a great reporter for investment research but cannot pick stocks or supply the forward-looking wisdom — the analyst's insight on top is still the job.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "AI",
    "Whale Rock Capital Management"
   ],
   "timestamp": "1:00:29",
   "quote": "So the AI can be a great reporter. It can't pick into the future.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Dave McCormick",
   "claim": "This is the most consequential moment in all of our lifetimes — possibly in all of humankind — driven by AI transforming life sciences, defense, and energy, and the resulting anxiety lends itself to polarization.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "AI"
   ],
   "timestamp": "1:33",
   "quote": "I think it's probably the most consequential moment in all of our lifetimes.\nAnd in fact, I think it might be the most consequential moment in humankind, which is a big statement.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "John Fetterman",
   "claim": "A moratorium on data centers is a China-first policy, and AI is an incredible opportunity rather than a scourge.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "data centers",
    "China",
    "AI"
   ],
   "timestamp": "2:47",
   "quote": "moratorium for data centers, for me, that's a China first kinds of policy for that. I'm going to continue to push back that. I'm not going to describe that as a scourge. I'm going to describe that as an incredible new opportunity.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "John Fetterman",
   "claim": "Current inflation is primarily driven by high energy prices that result from holding Iran accountable, and preventing a nuclear Iran is worth the cost of higher gas prices.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "AI"
   ],
   "timestamp": "7:34",
   "quote": "if you referenced inflation is soaring, well, just recently, that's primarily driven by energy prices right now. Now, why are those energy prices high? Well, because the president decided to hold Iran accountable.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "John Fetterman",
   "claim": "America, not China, should build the 'chassis' of AI; much of the opposition to AI and data centers is funded by groups aligned with the CCP.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "AI",
    "China",
    "data centers"
   ],
   "timestamp": "17:09",
   "quote": "it can come from us or it can come from China, whose side are you're going to be in? And a lot of the people that oppose that, now a lot of that opposition is funded by a lot of these groups that are aligned with CCP.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "John Fetterman",
   "claim": "Energy is national security, and refusing to become 'a party of Luddites' on AI and data centers is essential because the technology will transform society and is net productive.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "AI",
    "data centers"
   ],
   "timestamp": "31:55",
   "quote": "I would tell people energy is national security.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "John Fetterman",
   "claim": "With the US only six to eight months ahead of China, his party's push for a data-center moratorium would hand the AI race to China.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "data centers",
    "China",
    "AI"
   ],
   "timestamp": "35:08",
   "quote": "you described that we have six to eight months ahead of China, right?... So now, my party is driving for a moratorium for data centers. I mean, do you think China doesn't love that?",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "Job displacement from AI is occurring and new jobs need to be created to fill it; the blind spot of those with 'Trump dedication syndrome' is they will never criticize the president even modestly.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "AI",
    "Donald Trump"
   ],
   "timestamp": "40:45",
   "quote": "Job displacement is occurring and that new jobs need to be created to fill that in. I think that's the blind spot of the people who have Trump dedication syndrome",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "AI is the grand leveler that can give everyone unique economic mobility, but the labs' mishandling invites hyperscalers to become KYC gatekeepers and create an AI oligopoly.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "AI",
    "the hyperscalers",
    "economic mobility"
   ],
   "timestamp": "45:11",
   "quote": "It is the thing that can enable everyone to have unique amounts of economic mobility",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "Frontier-lab missteps will let hyperscalers convince governments worldwide to make them the gatekeepers, wrapping AI access in KYC and creating a duopoly/oligopoly that wipes out the neo-scaler market.",
   "stance": "prediction",
   "conviction": 0.7,
   "subjects": [
    "the hyperscalers",
    "AI regulation",
    "AI"
   ],
   "timestamp": "47:00",
   "quote": "Now that creates an oligopoly for AI, the most powerful economically leveling instrument we've ever seen in the hands of maybe a handful of hyperscalers",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  },
  {
   "holder": "David Friedberg",
   "claim": "We are all losers if government picks winners and one company owns the whole AI stack; an entire model fits on a USB drive and its value is time-bound, so this is a poor end state.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "AI regulation",
    "AI"
   ],
   "timestamp": "50:48",
   "quote": "we're all losers if the government is going to be picking winners and losers in AI",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  },
  {
   "holder": "David Sacks",
   "claim": "Competition is a good force that protects consumers, prevents regulatory capture, and leads to decentralization; centralization is the greatest threat of AI.",
   "stance": "opinion",
   "conviction": 0.9,
   "subjects": [
    "AI",
    "competition"
   ],
   "timestamp": "1:05:56",
   "quote": "centralization is the greatest threat of AI",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  },
  {
   "holder": "David Friedberg",
   "claim": "AGI doom narratives repeat past technology panics (the 1961 'demise of the workforce' fears about computers) that proved false; technologists' arrogance always produces existential conclusions, and this time is not different.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "AI",
    "AGI"
   ],
   "timestamp": "1:08:49",
   "quote": "There's a deep arrogance to technologists, a deep arrogance",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  },
  {
   "holder": "David Friedberg",
   "claim": "Market forces are strongly pushing AI toward open source and a fragmentation of the stack — multiple chips, clouds, models, and software factories — just as IBM's mainframe monopoly disaggregated.",
   "stance": "prediction",
   "conviction": 0.75,
   "subjects": [
    "AI",
    "IBM",
    "open source"
   ],
   "timestamp": "50:48",
   "quote": "the market forces are so strong for a diffusion of each layer in the stack",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  },
  {
   "holder": "Vlad Barbalat",
   "claim": "Because AI makes the future so unpredictable, it may be rational to place lower multiples on businesses across the board.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "equity valuations",
    "AI"
   ],
   "timestamp": "51:10",
   "quote": "the future is so unpredictable that how could I possibly place some higher multiple on something?",
   "episode_id": "invest-like-the-best-2026-06-23-vlad-barbalat-investing-120-billion-in-permanent-capital",
   "published_at": "2026-06-23"
  },
  {
   "holder": "Vlad Barbalat",
   "claim": "If future trillion-dollar companies that don't yet exist won't use Salesforce, that should be a massive headwind to its valuation even if every current Fortune 500 keeps using it.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Salesforce",
    "AI"
   ],
   "timestamp": "51:10",
   "quote": "that should absolutely be a massive headwind to the valuation of Salesforce",
   "episode_id": "invest-like-the-best-2026-06-23-vlad-barbalat-investing-120-billion-in-permanent-capital",
   "published_at": "2026-06-23"
  },
  {
   "holder": "Vlad Barbalat",
   "claim": "Taking an AI model's first output produces generic, average 'slop'; users must engage with their own knowledge to get value.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "AI"
   ],
   "timestamp": "47:36",
   "quote": "if you just ask for something and you get it back, it will give you generalities and it will drive everything to kind of an average.",
   "episode_id": "invest-like-the-best-2026-06-23-vlad-barbalat-investing-120-billion-in-permanent-capital",
   "published_at": "2026-06-23"
  },
  {
   "holder": "Vlad Barbalat",
   "claim": "Heavy daily use of AI risks isolating people from the messy human relationships that also matter.",
   "stance": "opinion",
   "conviction": 0.55,
   "subjects": [
    "AI"
   ],
   "timestamp": "47:36",
   "quote": "The more I spend of my day with AI, I'm actually not spending it with my colleagues. I begin to worry about that now.",
   "episode_id": "invest-like-the-best-2026-06-23-vlad-barbalat-investing-120-billion-in-permanent-capital",
   "published_at": "2026-06-23"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "AI is the greatest economic leveler humanity will ever find and can create the greatest equality.",
   "stance": "opinion",
   "conviction": 0.9,
   "subjects": [
    "AI",
    "socialism"
   ],
   "timestamp": "0:52",
   "quote": "I think AI is the greatest economic leveler we'll ever find in our lifetime.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "AI doomerism about lost jobs and water consumption is lies and misinformation engineered to help a small set of actors in the AI race.",
   "stance": "assertion",
   "conviction": 0.9,
   "subjects": [
    "AI"
   ],
   "timestamp": "0:52",
   "quote": "we've gotten caught up in doomerism, and jobs being lost, and water being consumed, all of which are lies, all of which are complete fabrications and misinformation.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "Key congressional races were a referendum on AI, with Anthropic-funded anti-AI groups losing to OpenAI-funded pro-AI groups.",
   "stance": "assertion",
   "conviction": 0.7,
   "subjects": [
    "Anthropic",
    "OpenAI",
    "AI"
   ],
   "timestamp": "0:52",
   "quote": "it was essentially Anthropic funded anti-AI groups, which is, again, insane, against, in some ways, OpenAI funded pro-AI groups and the pro-AI groups won.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Gavin Baker",
   "claim": "AI will be the defining political issue of the midterms and the next presidential election.",
   "stance": "prediction",
   "conviction": 0.8,
   "subjects": [
    "AI"
   ],
   "timestamp": "17:34",
   "quote": "AI is, I think, going to be the defining political issue, the midterms, and for sure the next presidential election.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Gavin Baker",
   "claim": "The future is composable models — a 'council of LLMs' where open-source handles most queries and frontier models check the hardest ones.",
   "stance": "prediction",
   "conviction": 0.9,
   "subjects": [
    "composable models",
    "AI"
   ],
   "timestamp": "48:21",
   "quote": "I profoundly believe the future is composable models.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Jason Calacanis",
   "claim": "The US is hobbling itself in the AI race and will lose if it keeps doing so.",
   "stance": "prediction",
   "conviction": 0.8,
   "subjects": [
    "United States",
    "China",
    "AI"
   ],
   "timestamp": "58:16",
   "quote": "We are going to lose if we keep doing this stuff to ourselves.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "AI energy supply is grossly imbalanced — very meager supply against effectively infinite demand — which pulls forward the case to go to space.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "orbital compute",
    "AI",
    "data centers"
   ],
   "timestamp": "1:13:22",
   "quote": "There is very, very meager supply and there's effectively infinite demand.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Travis Kalanick",
   "claim": "Distributed training collapses in efficiency unless the hardware is physically right next to each other — even fiber two kilometers away is unworkable.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "distributed inference",
    "AI"
   ],
   "timestamp": "1:22:40",
   "quote": "even if it's on your own fiber, connected like two kilometers away, you're screwed. It's not a thing.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Nate Silver",
   "claim": "The AI capital boom, whatever becomes of it, is responsible for keeping the US economy — at least the stock market — in relatively good shape.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "AI",
    "US economy"
   ],
   "timestamp": "32:35",
   "quote": "I personally think the AI capital boom, whatever becomes of it, is responsible for keeping our economy, at least the stock market, in relatively good shape.",
   "episode_id": "all-in-2026-06-29-nate-silver-predicts-democrats-take-the-house-newsom-is-fadi",
   "published_at": "2026-06-29"
  },
  {
   "holder": "Nate Silver",
   "claim": "AI models gravitate toward consensus and expert opinion, making them probably less polarizing than social media platforms.",
   "stance": "opinion",
   "conviction": 0.55,
   "subjects": [
    "AI",
    "polarization",
    "social media"
   ],
   "timestamp": "42:09",
   "quote": "There's some initial evidence that the models actually gravitate toward consensus views, expert opinion.",
   "episode_id": "all-in-2026-06-29-nate-silver-predicts-democrats-take-the-house-newsom-is-fadi",
   "published_at": "2026-06-29"
  },
  {
   "holder": "Andrew Huberman",
   "claim": "Self-testing (for example, having ChatGPT generate a self-test) is one of the best ways to learn because it exposes the gap between what you know and don't.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "learning",
    "AI",
    "ChatGPT"
   ],
   "timestamp": "2:17:55",
   "quote": "self-testing is one of the best ways to learn information",
   "episode_id": "huberman-lab-2026-07-13-how-to-improve-your-memory-cognitive-function-at-any-age-dr-",
   "published_at": "2026-07-13"
  }
 ],
 "predictions": [
  {
   "holder": "Dan Loeb",
   "prediction": "AI will not do private equity or high-touch negotiated investing — creditors' committees, restructurings, private credit — humans will always be needed for that part of the investment business.",
   "timeframe": "unspecified",
   "subjects": [
    "AI",
    "private equity"
   ],
   "timestamp": "21:26",
   "quote": "If you think about a continuum of public securities and private equity, AI will not do private equity, always need people to do deals.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Dan Loeb",
   "prediction": "AI will create opportunities and net jobs overall, losing jobs in some places but gaining more in others, rather than producing an employment apocalypse.",
   "timeframe": "unspecified",
   "subjects": [
    "AI",
    "AI job loss"
   ],
   "timestamp": "54:45",
   "quote": "I'm still pretty optimistic that it will create opportunities and create jobs and create net jobs.",
   "episode_id": "invest-like-the-best-2026-05-28-dan-loeb-lessons-from-30-years-of-investing",
   "published_at": "2026-05-28"
  },
  {
   "holder": "Nick Hanauer",
   "prediction": "AI job loss may prove less apocalyptic than currently feared, because firms will keep AI-augmented workers to outcompete rivals, as happened with calculators and computers.",
   "timeframe": "unspecified",
   "subjects": [
    "AI",
    "jobs"
   ],
   "timestamp": "1:04:36",
   "quote": "the job loss may not be as apocalyptic as it now feels like it may be",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "prediction": "The fundamental value of human labor will keep falling as AI and robots advance.",
   "timeframe": "unspecified",
   "subjects": [
    "AI",
    "wages"
   ],
   "timestamp": "24:50",
   "quote": "With AI and with robots, it's going to go down.",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Daniel Priestley",
   "prediction": "The future economy belongs to small businesses — small teams of ~10 people making YouTube channels and software.",
   "timeframe": "unspecified",
   "subjects": [
    "small business",
    "AI"
   ],
   "timestamp": "1:16:25",
   "quote": "the future is small businesses. It's small teams of 10 people making YouTube channels, it's small teams of 10 people making software",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Alex Sacerdote",
   "prediction": "Real AI usage will climb the S-curve from ~10 basis points of knowledge workers to 1-3%, then 5%, then 15% over the next four years.",
   "timeframe": "next four years",
   "subjects": [
    "AI",
    "Anthropic"
   ],
   "timestamp": "8:37",
   "quote": "But you're going to go from 10 bips to 1 to 2 or 3% to 5% to 15% in the next four years.",
   "due": "2030-06-09",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Marc Andreessen",
   "prediction": "There will not be enough compute over the next four years.",
   "timeframe": "next four years",
   "subjects": [
    "AI",
    "compute"
   ],
   "timestamp": "8:37",
   "quote": "Mark Andreessen said in the next four years, one thing he's sure of is there's not going to be enough compute.",
   "due": "2030-06-09",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "prediction": "Scale-up networking (connecting every GPU within the rack) will eventually move from copper to fiber, which will 2-3x Corning's opportunity.",
   "timeframe": "unspecified",
   "subjects": [
    "Corning",
    "AI"
   ],
   "timestamp": "44:41",
   "quote": "Eventually, that'll be done over fiber. When that happens, that 2-3x is Corning's opportunity.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Dave McCormick",
   "prediction": "Permitting reform — which McCormick calls the biggest economic lever possible — will get done over the next six months or the next two and a half years.",
   "timeframe": "next six months to two and a half years",
   "subjects": [
    "US federal debt",
    "AI"
   ],
   "timestamp": "11:39",
   "quote": "I'm hoping we're going to get permitting reform, which would be the biggest economic lever we could possibly get done over the next six months or the next two and a half years.",
   "episode_id": "all-in-2026-06-10-senators-john-fetterman-and-dave-mccormick-bipartisanship-mo",
   "published_at": "2026-06-10"
  },
  {
   "holder": "David Friedberg",
   "prediction": "The current apparent AI oligopoly of three or four businesses will break down as market forces diffuse each layer of the stack toward cheaper, more available vendors.",
   "timeframe": "unspecified",
   "subjects": [
    "AI",
    "the hyperscalers"
   ],
   "timestamp": "50:48",
   "quote": "very likely going to see these kind of, you know, handful of oligopolies kind of break down a little bit",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  },
  {
   "holder": "Rachel Rubin",
   "prediction": "AI sex robots will be able to do exactly what a person wants, raising concerns for intimacy and real relationships.",
   "timeframe": "unspecified",
   "subjects": [
    "AI",
    "women's sexual health",
    "relationships"
   ],
   "timestamp": "1:22:36",
   "quote": "You're going to have a sex robot who's going to be able to do exactly what you want and the way that you want to do it.",
   "episode_id": "the-diary-of-a-ceo-2026-06-22-dr-rachel-rubin-women-s-sexual-health-menopause-hormone-repl",
   "published_at": "2026-06-22"
  },
  {
   "holder": "Vlad Barbalat",
   "prediction": "By 2030 there will be trillion-dollar companies that don't exist today, and some current large companies will no longer exist.",
   "timeframe": "by 2030",
   "subjects": [
    "AI",
    "equity valuations"
   ],
   "timestamp": "51:10",
   "quote": "you will likely have trillion dollar companies in 2030 that currently don't exist.",
   "due": "2030-12-31",
   "episode_id": "invest-like-the-best-2026-06-23-vlad-barbalat-investing-120-billion-in-permanent-capital",
   "published_at": "2026-06-23"
  },
  {
   "holder": "Vlad Barbalat",
   "prediction": "Driven by AI and tech progress, society 10 to 15 years from now will look nothing like it does today.",
   "timeframe": "10-15 years",
   "subjects": [
    "AI",
    "technology"
   ],
   "timestamp": "43:01",
   "quote": "you can imagine society 10, 15 years from now that will look nothing like what it looks like today.",
   "episode_id": "invest-like-the-best-2026-06-23-vlad-barbalat-investing-120-billion-in-permanent-capital",
   "published_at": "2026-06-23"
  },
  {
   "holder": "Gavin Baker",
   "prediction": "AI will be the defining political issue of the 2026 midterms and the next presidential election.",
   "timeframe": "2026 midterms and next presidential election",
   "subjects": [
    "AI"
   ],
   "timestamp": "17:34",
   "quote": "AI is, I think, going to be the defining political issue, the midterms, and for sure the next presidential election.",
   "due": "2026-11-03",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Gavin Baker",
   "prediction": "The future is composable models — a router-driven 'council of LLMs' combining open-source and frontier models.",
   "timeframe": "unspecified",
   "subjects": [
    "composable models",
    "AI"
   ],
   "timestamp": "48:21",
   "quote": "I profoundly believe the future is composable models.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Jason Calacanis",
   "prediction": "The US will lose the AI race if it keeps imposing self-inflicted restrictions on its own companies.",
   "timeframe": "unspecified",
   "subjects": [
    "United States",
    "China",
    "AI"
   ],
   "timestamp": "58:16",
   "quote": "We are going to lose if we keep doing this stuff to ourselves.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Alan Castel",
   "prediction": "AI voice-cloning will increasingly be used to defraud older adults with fake calls from familiar or famous voices.",
   "timeframe": "unspecified",
   "subjects": [
    "scams and fraud",
    "AI"
   ],
   "timestamp": "2:11:04",
   "quote": "you're going to get a phone call from Steve Jobs. That sounds just like Steve Jobs right now, even though you know he's not around.",
   "episode_id": "huberman-lab-2026-07-13-how-to-improve-your-memory-cognitive-function-at-any-age-dr-",
   "published_at": "2026-07-13"
  }
 ],
 "facts": [
  {
   "statement": "Anthropic reported that the amount of code each individual engineer produces is up eight times.",
   "subjects": [
    "Anthropic",
    "AI"
   ],
   "value": "8x code output",
   "timestamp": "1:16:40",
   "quote": "Anthropic said that the amount of code each individual's producing on their own is eight times",
   "source": "Steven Bartlett",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "statement": "A husband-and-wife video agency Priestley works with used AI to build software, drew a 5,500-person waitlist, signed 1,500 clients within 4 months, and is now hiring a team of 10.",
   "subjects": [
    "AI",
    "small business"
   ],
   "value": "5,500 waitlist; 1,500 clients; 4 months",
   "timestamp": "1:07:14",
   "quote": "They got 5,500 people to join the waiting list. They then signed up their first 1,500 clients to a piece of software that cost almost nothing for them to build in 4 months.",
   "source": "Daniel Priestley",
   "episode_id": "the-diary-of-a-ceo-2026-06-08-death-of-the-middle-class-billionaire-vs-entrepreneur-debate",
   "published_at": "2026-06-08"
  },
  {
   "statement": "Sundar Pichai said true AI usage is at 10 basis points of the world's knowledge workers.",
   "subjects": [
    "AI",
    "Google"
   ],
   "value": "10 bips of knowledge workers",
   "timestamp": "8:37",
   "quote": "I mean, Sunder said it's 10 bips of the knowledge workers of the world.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "AI compute workloads are growing 10x every year, versus 25-40% annual workload growth in the cloud era that Moore's Law could absorb.",
   "subjects": [
    "AI"
   ],
   "value": "10x/year workload growth",
   "timestamp": "44:41",
   "quote": "Now you go to AI, the workloads are growing 10x every year.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "A liquid-cooled AI server is a $200,000-300,000 piece of machinery versus $5,000 for an old server.",
   "subjects": [
    "AI",
    "Celestica"
   ],
   "value": "$200-300k vs $5k per server",
   "timestamp": "44:41",
   "quote": "It's two or $300,000 piece of machinery, whereas an old server was $5,000.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "AI servers need 40-layer printed circuit boards versus 10 layers for a regular server, and very few PCB suppliers can make them.",
   "subjects": [
    "Elite Materials",
    "AI"
   ],
   "value": "40 layers vs 10",
   "timestamp": "44:41",
   "quote": "A regular server, you need 10 layers. These AI server, you need 40 layer, and there's very few PCB suppliers that can make this.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "Every new NVIDIA chip or rack uses 50-125% more power, driving up ASPs for power-supply makers Delta and Advanced Energy.",
   "subjects": [
    "NVIDIA",
    "AI"
   ],
   "value": "+50-125% power per rack generation",
   "timestamp": "51:32",
   "quote": "But in the power supplies, every NVIDIA chip or rack uses 50 to 125% more power. That drives the ASPs of Delta and Advanced Energy.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "Maine just banned data centers, and only 20% of people are optimistic about AI — evidence of the public-negativity and regulation risk.",
   "subjects": [
    "AI"
   ],
   "value": "20% of people optimistic about AI",
   "timestamp": "55:48",
   "quote": "I think Maine just banned data centers and only 20% of the people are optimistic about AI and potential for negative regulation.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "Newsweek and New York Times articles in 1961 warned of the demise of the workforce due to the computer, predicting mass unemployment that did not materialize.",
   "subjects": [
    "AI",
    "technology history"
   ],
   "value": "1961",
   "timestamp": "1:08:49",
   "quote": "there were articles published in Newsweek and New York Times in 1961 that talked about the demise of the workforce because of the computer",
   "source": "David Friedberg",
   "episode_id": "all-in-2026-06-19-world-s-first-trillionaire-anthropic-fable-banned-the-new-ol",
   "published_at": "2026-06-19"
  },
  {
   "statement": "Frontier tokens capture about 90% of economic value while open-source tokens are 80%+ of tokens processed.",
   "subjects": [
    "GLM 5.2",
    "AI"
   ],
   "value": "frontier 90% of value; open source 80%+ of tokens",
   "timestamp": "50:00",
   "quote": "frontier tokens are capturing 90% of the economic value.",
   "source": "Gavin Baker",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  }
 ],
 "first_seen": "2026-05-28",
 "last_seen": "2026-07-13"
}