Grok 4 Wows, The Bitter Lesson, Elon's Third Party, AI Browsers, SCOTUS backs POTUS on RIFs

**Chamath Palihapitiya** (0:00)
I have a very funny story to tell you, Jason.

**Jason Calacanis** (0:02)
Where have you been? I've been trying to text you. You've been off-line. What's going on? Where have you been?

**Chamath Palihapitiya** (0:06)
I've been working feverishly, but yesterday, I had to go to prepare for some meetings that I have on Sunday, which I can't tell you about.
But Matt and I went to Paso La Cua, which is in Lake Como, which is, I mean, it's stunning. The grounds are stunning. The hotel is stunning. If you have a chance to go to Lake Como. Anyways, this is us at Paso La Cua.

**Jason Calacanis** (0:32)
Who's the beautiful woman there? Is that the woman who owns it or something? Is that the queen?

**Chamath Palihapitiya** (0:37)
But the best part is we had such a good time. You know how they have like a registry book to leave a message?

**Jason Calacanis** (0:43)
Sure.

**Chamath Palihapitiya** (0:43)
So I left a message.

**Jason Calacanis** (0:46)
Here we go. What a truly magnificent place. Above and beyond any expectation we had.

**Chamath Palihapitiya** (0:53)
Go below. Go below that thought for me.

**Jason Calacanis** (0:55)
Thank you. We took everything the Friedbergs had. We took everything the Friedbergs had. Awesome.

**Chamath Palihapitiya** (1:03)
Jason, the hangers, the bags, the laundry bag, the toothpaste, the robes, the slippers, everything.

**Jason Calacanis** (1:10)
Absolutely fantastic.

**Chamath Palihapitiya** (1:11)
They're going to have to send a bill to the Friedbergs.

**Jason Calacanis** (1:32)
All right. Listen, we've got a great panel this week. It's the summer. Things are slow. Some people are busy. I think our prince of panic attacks, our dear sultan of science is he's at the beep. Sacks is busy. Couldn't make it this week. In his place, another brilliant PayPal alumni and dare I say GOP supporter, Heath Rabois. How are you, sir?

**Keith Rabois** (1:56)
Pleasure to be with you again.

**Jason Calacanis** (1:58)
Nice to see you. And I'm assuming you're in gorgeous Florida or somewhere.

**Keith Rabois** (2:03)
Yeah, I'm actually in New York.

**Jason Calacanis** (2:04)
Oh, hometown. Is it safe? Is it okay? Momdami chasing you down the street?

**Keith Rabois** (2:11)
Not yet, but it's safe.

**Jason Calacanis** (2:12)
Did he seize your assets?

**Keith Rabois** (2:14)
It's safe. Yeah. It's safe right now. We'll see on November 4th. You know, as you probably heard, on July 4th was the first time in recorded history that there were no shootings or no murders in New York on that day. So right now, things are in pretty good shape, but we may be leaving New York quickly.

**Jason Calacanis** (2:30)
Yeah, you're going to probably want to sell that place if you got one there because Momdami is going to seize it and turn it into a drug store for you. Yes, it's going to be in Momdami drug stores. Travis Kalanick is back with us. How are you doing, Bestie?

**Travis Kalanick** (2:43)
Pretty good, pretty good.

**Jason Calacanis** (2:45)
Yeah, second appearance here on the round table.

**Travis Kalanick** (2:47)
Yeah.

**Jason Calacanis** (2:48)
Third time on the show. Of course, you spoke at the summit. You've been busy with Cloud Kitchens. Yeah, lots of exciting things going on.

**Travis Kalanick** (2:54)
Oh, lots of stuff. Lots of stuff.
The robots are taking over. We're rolling out. We're rolling out robots.

**Chamath Palihapitiya** (3:01)
TK, can you tell us what you're doing with this Pony AI? Or not that's speculation.

**Travis Kalanick** (3:06)
Look, you know, obviously is autonomy as we, you know, in the US we have, of course.

**Chamath Palihapitiya** (3:14)
Do you want to just frame for people that don't that may not be up to speed? What was announced or at least why don't you frame it?

**Jason Calacanis** (3:19)
So Pony AI is an autonomous company doing self-driving. It's one of the few players that actually have cars on the road. They're based in China. They've got a lot of operations in the Middle East. They've got to deal with a livery company called Uber, which you might be familiar with.

**Chamath Palihapitiya** (3:41)
Well, the deal was basically that you partner with Uber, license in the Pony technology and essentially start a competitor, I guess, to Waymo and Tesla.

**Travis Kalanick** (3:53)
Let me work on this one.
In the US, we have Waymo. We see the Waymos in San Francisco, Los Angeles, Boston, coming soon to Miami, coming soon to Atlanta, coming soon to DC. They're even talking about New York. Tesla is like, they're doing it the hard way. Classic Elon style, like, let's do this in a fundamental, holy shit, let's go all the way approach. It's unclear when it gets over the line. Of course, he launched a semi-pilot of sorts in Austin recently. But there's no other alternatives. What happens is, some of the folks who are interested in making sure there are alternatives have reached out. They've reached out to me and there are different discussions that get going because they're like, Travis, you did autonomy way back in the day. Got the Uber autonomous stuff going in 2014 Maybe there's something to do here to create optionality. Maybe like, I'm of course very interested on the food side. I talk about autonomous burritos being a big deal because if you can automate the kitchen, the production of food, and then you can automate the logistics around food, you take huge amount of costs out of what's going on in food. That's of course near and dear to my heart. There are folks of course that want to see autonomy and mobility. That's a real thing.