All-In with Chamath, Jason, Sacks & Friedberg - The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private
发布时间:2025-02-21 23:41:00
原节目
以下是提供的文本的摘要,重点关注关键主题和论点:
**总览:** 这是“All In”播客的典型一集,由 Jason Calacanis、David Friedberg、Chamath Palihapitiya 主持,这一集请来了 Stripe 的联合创始人 Patrick 和 John Collison 作为嘉宾。对话范围广泛,涵盖远程办公、国防开支、加密货币、生物学进展以及 Stripe 的未来。
**远程办公和官僚主义:** 这一集以讨论 Jamie Dimon 关于远程办公和组织臃肿的咆哮开始。Dimon 表达了他对员工在 Zoom 会议期间不专注的沮丧,并认为年轻一代正在受到远程办公和日益增加的官僚主义的负面影响。Collison 兄弟提供了一个更细致的视角,他们承认远程办公的缺点,特别是对于职业生涯早期的个人来说,但也强调了它在人才库扩张和灵活性方面的优势。Friedberg 同意商业领袖风格转变的观点,即更多地身先士卒。Chamath 认为技术正在创造更多工作,而提高效率的努力并没有帮助,反而增加了官僚主义。
**国防开支和未来战争:** 接下来,他们讨论了美国国防预算可能削减的问题。Chamath 强调军事开支应该由技术驱动,并认为创新和采购之间存在错位。Friedberg 认为,一个多极世界可能需要重新评估国防开支的优先级,重点关注无人机等技术进步。Patrick 提供了历史背景,指出削减国防预算并非史无前例,并强调了采购效率低下的长期问题。总的来说,讨论突出了与技术进步进行战略对齐的必要性,以及全球地缘政治战略可能发生的转变。
**加密货币和 Meme 币:** 对话转向了动荡的加密货币世界,特别是关注 Meme 币。讨论源于阿根廷总统对一种 Meme 币的推广。Friedberg 认为 Meme 币是一种无用的赌博机制,而 Patrick 则承认这些数字资产固有的风险和潜在危害。Chamath 详细介绍了为什么 Meme 币会惨败,以及领导力和道德行为的影响。
**Arc 研究所和生物学进展:** David Friedberg 主导了关于 Arc 研究所的讨论,这是一个专注于基础生物学研究和解决复杂疾病的非营利研究机构。Patrick 作为资助者之一,解释说该研究所将专注于提高主要农作物的抗病性。对话深入探讨了该研究所的突破性研究以及最大生物学 AI 模型 Evo2 的开发。然后,对话转向了该行业正在取得的更多进展。
**Stripe 的未来和保持私有:** 这一集以讨论 Stripe 的未来以及是否上市的问题结束。Collison 兄弟阐述了他们务实的态度,强调他们会评估在任何特定时刻,是保持公开还是私有对 Stripe 最好。他们强调了强大的私人市场的存在,并驳斥了上市会自动带来更好纪律或价值的观点。他们谈到了许多金融服务公司保持私有的事实。对话还触及了私人所有权带来的低波动性以及公司能够完全掌控。
**其他话题:** 讨论的其他话题包括 NASA 小行星、Elon Musk 的 Colossus 以及在西南偏南大会上的讨论。
Here's a summary of the provided transcript, focusing on the key topics and arguments:
**Overall:** This is a typical episode of the "All In" podcast, featuring Jason Calacanis, David Friedberg, Chamath Palihapitiya, and this time, guests Patrick and John Collison, co-founders of Stripe. The conversation is wide-ranging, covering remote work, defense spending, cryptocurrency, advancements in biology, and the future of Stripe.
**Remote Work and Bureaucracy:** The episode starts with a discussion of Jamie Dimon's rant about remote work and organizational bloat. Dimon expressed frustration with employees not paying attention during Zoom meetings and argued that younger generations are being negatively impacted by remote work and increased bureaucracy. The Collison brothers provide a more nuanced perspective, acknowledging the downsides of remote work, particularly for early-career individuals, but also highlighting its benefits in terms of talent pool expansion and flexibility. Friedberg agrees with the shift in tenor for business leaders, leading more from the front. Chamath suggests technology is creating more work and the push to efficiency is not helping, which increases bureaucracy.
**Defense Spending and the Future of Warfare:** The group moves on to discuss potential cuts in the U.S. defense budget. Chamath emphasizes that military spending should be driven by technology, arguing that there's a misalignment between innovation and procurement. Friedberg suggests that a multipolar world may necessitate a reassessment of defense spending priorities, focusing on technological advancements like drones. Patrick provides historical context, noting that defense budget cuts are not unprecedented and highlighting the long-standing issue of procurement inefficiency. Overall, the discussion highlights the need for strategic alignment with technological advancements and a potential shift in global geopolitical strategy.
**Cryptocurrency and Meme Coins:** The conversation shifts to the volatile world of cryptocurrency, specifically focusing on meme coins. The discussion stems from the Argentine President's promotion of a meme coin. Friedberg dismisses meme coins as unproductive gambling mechanisms, while Patrick acknowledges the inherent risks and potential harms associated with these digital assets. Chamath goes into the details of why the meme coin failed so spectacularly, and the impact of leadership and ethical behavior.
**The Arc Institute and Advancements in Biology:** David Friedberg leads a discussion on the Arc Institute, a non-profit research organization focused on basic biology research and tackling complex diseases. Patrick, as one of the funders, explains that it will be focused on the advancement of disease resistance in major crops. The conversation delves into the institute's groundbreaking research and the development of Evo2, the largest biology AI model. The conversation then turns into more advancements that the industry is making.
**Stripe's Future and Remaining Private:** The episode concludes with a discussion about Stripe's future and the question of going public. The Collison brothers articulate their pragmatic approach, emphasizing that they evaluate whether being public or private is best for Stripe at any given moment. They highlight the existence of robust private markets and dismiss the notion that being public automatically leads to better discipline or value. They talk about the fact that many financial service companies stay private. The conversation also touches on the lack of volatility by being privately owned and being in full control as a company.
**Other Topics:** Other topics discussed include the NASA asteroid, Elon Musk's Colossus, and the discussion to the South by Southwest.