以下是翻译： 《All-In》播客节目邀请了主持人 JKL、Freeberg、Chamath 和 Box 公司首席执行官 Aaron Levy，讨论了一系列话题，从对过去恋情的个人反思到政府支出和人工智能领域。 JKL 开场白有些漫无边际，谈论的是摆脱前女友“Saks”的事情，回忆了他们互相依赖的关系和他们共同的斗殴倾向。他用幽默的笔触描绘了他们在酒吧打架场景中截然不同的反应。 对话过渡到 David Friedberg，又名“Freebird”，以及他神秘的背景，这被一群狂热的追随者视为秘密交流。Chamath 开玩笑地称自己为董事长兼独裁者。 主持人随后欢迎 Box 公司首席执行官 Aaron Levy 加入播客。他们开玩笑地调侃他与他们这个备受争议的平台联系在一起的潜在风险。 他们深入讨论了围绕人工智能的监管，特别是它对软件公司的影响。Aaron 对基于模型大小和其他限制来监管人工智能的提议表示担忧，担心这可能会扼杀创新，并引发可能阻止新型人工智能模型（如 Llama）发布的责任问题。Aaron 支持 Mr. Sachs 担任这个角色，认为他是一个很棒的人选。 话题转向加密货币，主持人讨论了稳定币在改变支付基础设施以及与传统信用卡轨道竞争中的作用。Chamath 倡导采用稳定币和更便宜的交易轨道，以此来挑战现状并促进全球 GDP 的增长。Aaron 同意信用卡轨道是对交易征收的一种疯狂的税，他也喜欢认证测试。 他们讨论了综合支出法案和 Elon Musk 对此的批评。Freeberg 解释了联邦政府的指数级支出增长。他指出，最初共和国的意图是让各州拥有基础设施，从而制衡联邦权力。Aaron 指出 Patrick Carlson 的观点，即我们没有问“为什么一定要花这么多钱？”这个问题。正是我们创造的所有管理费用实际上可以使政府更好地为选民服务。Aaron 指出 Doge 正在使用的工具正在充分展示和聚焦这个问题。Chamath 评论说，他们在 12 小时内就制止了一项数千亿美元的欺诈行为。这项数千亿美元的欺诈行为一直受到支持，直到那 12 小时。Chamath 还指出，人们将能够看到提供的东西。 他们评论说，这是一种非常微妙和有趣的治理方式。 Chamath 指出，过去不喜欢 Elon 的人现在将他视为影子内阁部长，但他们过去两年一直对拜登隐瞒信息。Jason 表示，他们不确定过去两年中的哪些决定是拜登做出的。Freeberg 指出，开国元勋的文件表明，政府的结构是为了确保州政府和联邦政府限制其财政过度行为。Aaron 指出，现在精英们更多地谈论债务问题。 Aaron 认为，大多数人并不觉得政府的支出对他们有帮助。 主持人随后讨论了外国利用无人机制造恐惧的潜在用途。Freeberg 提出了一种阴谋论，暗示中国可能是新泽西州无人机活动的幕后黑手，目的是通过制造公众恐惧和监管限制来阻止美国在无人机经济方面的进展。 他们随后将话题转向 Open AI 以及最近的信件，信中指出该公司必须在两年内转变为一家营利性公司。Chamath 指出，自从他们首次发布盈利产品以来，他们的市场份额已经下降，因为许多公司已经开始围绕该模型进行实验。Chamath 声称 Open AI 的市场价值有限。 Aaron 表示：“人工智能没有秘密可言。”他还表示：“这只是一场计算游戏。” Freeberg 讨论了谷歌通过利用 YouTube 在视频数据方面拥有的优势。他指出了输入提示词并渲染视频的能力。

The All-In Podcast features hosts JKL, Freeberg, Chamath, and Aaron Levy, CEO of Box, discuss a range of topics, from personal reflections on past relationships to government spending and the AI landscape. JKL opens with a somewhat rambling monologue about getting over an ex, "Saks," reminiscing about their codependent relationship and their shared tendency to brawl. He paints a humorous picture of their contrasting reactions in a bar fight scenario. The conversation transitions to David Friedberg, aka "Freebird," and his cryptic backgrounds, which are seen as secret communication by a fervent group of followers. Chamath jokingly refers to himself as chairman and dictator. The hosts then welcome Aaron Levy, CEO of Box, to the podcast. They playfully tease him about the potential risks of associating with their controversial platform. The group dives into a discussion of regulation around AI, particularly its impact on software companies. Aaron expresses concerns over proposals to regulate AI based on model size and other constraints, fearing it could stifle innovation and give rise to liability issues that might deter the release of new AI models, such as Llama. Aaron supports Mr. Sachs as a strong pick for the role. The conversation shifts to cryptocurrency, with the hosts debating the role of stablecoins in transforming payment infrastructure and competing with traditional credit card rails. Chamath advocates for the adoption of stablecoins and cheaper transactional rails as a means to challenge the status quo and boost global GDP. Aaron agrees that credit card rails is an insane tax on transactions, he also likes the accreditation test. The group discusses the omnibus spending bill and Elon Musk's criticism of it. Freeberg explains the exponential spending of the federal government. He notes how the intent of the original Republic was for the states to have infrastructure, and federalism would be in check. Aaron notes Patrick Carlson's point that we are not asking the question "why does this have to cost so much?". It's all the overhead that we created that could actually make the government serve the constituents better. Aaron notes that the tool that Doge is using is creating enough visibility and spotlight on the problem. Chamath comments that they stopped a multi-hundred billion dollar grift on a dime in 12 hours. The multi-hundred dollar grift had support until those 12 hours. Chamath also notes that one will have the ability to see what is being offered. The group comments it's a very nuanced and interesting way governance can happen. Chamath notes how the people that didn't like Elon now point to him as a shadow cabinet minister but they hid Biden for the last 2 years. Jason notes they are not sure which decisions were Biden's over the last two years. Freeberg points out the finding fathers papers that the structure of government was to ensure the state and federal governments would limit their financial excesses. Aaron points out now that the elite are speaking out more about debt. Aaron argues that most people don't feel that the government spendings are helping them. The hosts then discuss the potential use of drones by outside countries to cause fear. Freeberg offers a conspiracy theory, suggesting China might be behind the drone activity in New Jersey, aiming to stall US progress in the drone economy by creating public fear and regulatory restrictions. They then shift gears to discuss Open AI and recent letters that state the company must convert into a for profit company within two years. Chamath points out that since the first release that they created for for profit, their market share has gone down, because a lot of companies have started experimenting with things around the model. Chamath claims that there is limited market value with Open AI. Aaron stated "There's no secrets in AI". He also stated that "It's just a compute game". Freeberg discusses Google having the video advantage data by leveraging YouTube. He notes the ability to type in a prompt with rendering videos.