E122: Is AI the next great computing platform? ChatGPT vs. Google, containing AGI & RESTRICT Act

**David Friedberg** (0:00)
Oh, J. Cal's here. Hello, J. Cal.

**Jason Calacanis** (0:02)
Hey, how are you?

**David Friedberg** (0:02)
Thanks for showing up.

**Jason Calacanis** (0:04)
I've been here the whole time. I was just having some of these beautiful salted roasted pistachios. The only problem is when I went to the store, I kid you not, there was a shelf of these.
All flavors are available except one flavor.

**David Friedberg** (0:18)
Salt and vinegar.

**Jason Calacanis** (0:19)
Sea salt and vinegar. The entire-

**David Friedberg** (0:21)
We moved the market. We moved the market.

**Jason Calacanis** (0:23)
I am not kidding. I go to the fancy, you know, bespoke-

**Chamath Palihapitiya** (0:28)
The Raleigh's? You went to the Raleigh's in Truckee?

**Jason Calacanis** (0:30)
I went to the Raleigh's in Truckee, the Artisanal, and they have, you know, all these overpriced-

**Chamath Palihapitiya** (0:35)
First of all, it's called artisanal?

**Jason Calacanis** (0:36)
That's what I said. The art stuff, the artistic food, the artisanal row where they had this, I kid you not, spicy, salty, no salt, every shelf packed.
Then there's one shelf I can see straight through to the ice cream.

**Chamath Palihapitiya** (0:54)
But not see salt and vinegar.

**Jason Calacanis** (0:55)
And I look at the tiny little sign, salt and vinegar, shelled nuts.

**Chamath Palihapitiya** (0:59)
See salt and vinegar.

**Jason Calacanis** (1:00)
See salt and vinegar. Chamath shelled nuts.
Sold out across the country.

**Chamath Palihapitiya** (1:05)
You know, I cannot recommend these more highly. They're incredible.

**Jason Calacanis** (1:08)
You can't recommend your salty nuts more.

**Chamath Palihapitiya** (1:11)
They are delicious. They are delicious. My salty nuts are delicious.
Did you see Joe Manchin's high-heater op-ed in The Wall Street Journal?

**Jason Calacanis** (1:35)
Uh-oh.

**Chamath Palihapitiya** (1:36)
Oh my God.

**Jason Calacanis** (1:37)
Yep. Joe Manchin went for it.

**Chamath Palihapitiya** (1:38)
But Joe Manchin's running for president.

**Jason Calacanis** (1:41)
He is. I think, okay, so let me ask Sacks right there. Sacks, Joe Manchin, Nikki Halley, and who's the guy from Florida?

**David Sacks** (1:48)
What's your question?

**Chamath Palihapitiya** (1:49)
By the way, there was a big defection that was leaked this week.
Ron Lauder flipped from Trump to DeSantis. That's a big one because Lauder is good for a lot of money, five to 10 million at least.

**Jason Calacanis** (2:00)
Joe Manchin, what impact would he have coming into the race? I'm not trolling you. Looking for your honest opinion.

**David Sacks** (2:04)
Well, it depends how he comes in. What did he say in the op-ed?

**Jason Calacanis** (2:07)
He was talking about the insincerity of the Biden administration to control costs and how everybody was incompetent. And it certainly there's some waste and we can control some spending and everybody needs to grow up and get in a room and just manage the budget for the American people and stop playing politics.

**Chamath Palihapitiya** (2:20)
Yeah, I think the headline of the article, actually to your point, Jacob, was much worse than the substance of the article, Sacks. But if you see the headline, I don't know, Nick, if you can just throw it up there, it was brutal.
The headline and the byline of the article, I think was more damaging than the substance of the article.

**Jason Calacanis** (2:35)
Biden's Inflation Reduction Act betrayal. Instead of implementing the law as intended, his administration subverts it for ideological ends.

**Chamath Palihapitiya** (2:43)
I have to think that Joe was responsible for the titling of that article.

**Jason Calacanis** (2:47)
He would get permission to approve it.

**David Friedberg** (2:51)
And by the way, I think if you guys remember, we talked about this when that act was first published.
And if you guys remember, I think I pulled up the CBO data, the CBO model, and it showed for the first five years, this thing burns a couple hundred billion dollars. And then there's some expectation that there'll be some sudden boom in revenue in the out years. And then you make the money back in the out years. So it's total like accounting shenanigans for him to have made the claim in the first place that the IRA was actually gonna be like a net deficit reduction or debt reduction. In fact, it's all just accounting shenanigans and it's just a massive spend package, particularly in the near term when it matters most.

**Chamath Palihapitiya** (3:26)
I think I told you guys this, but I think this was like, when was the last time I was in Washington? Probably, what is it, March now? So, maybe it was January I was there. And I saw Schumer and Mark Warner and I spent about two hours with Manchin. He is really impressive.