E125: SpaceX launch, Fox News settlement, "Zombie-corn" exodus to AI, late-stage implosion
- Apr 21, 2023
- 1:39:12
- Full Episode
(0:00) Antonio Gracias and Gavin Baker join to discuss SpaceX's Starship launch (28:58) Fox News settles with Dominion Voting Systems, will pay $787M (40:38) AI update: Reddit to start charging for training data, how the next startup bubble will materialize, navigating the AI "dust storm" (53:49) Why AI is challenging/exciting to invest in right now, late-stage implosion, pay-to-play rounds (1:21:26) Is crypto dead in America? Plus DeSantis vs Trump polling update and wrap
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Intro Video Credit: https://twitter.com/TheZachEffect
Referenced in the show: https://twitter.com/GavinSBaker/status/1649107858267439108 https://www.bbc.com/news/science-environment-65294084 https://twitter.com/thePrimalSpace/status/1649051677377560578 https://www.wsj.com/articles/spacex-starship-elon-musk-second-launch-attempt-bf932aaf https://twitter.com/elonmusk/status/1533408313894912001 https://www.reuters.com/technology/fcc-votes-approve-spacex-satellite-plan-official-2021-04-27 https://www.axios.com/2023/04/18/fox-news-settles-dominion-lawsuit https://investor.foxcorporation.com/static-files/3b2bdb74-8ebe-4173-9f0f-ac18831ff094 https://www.theatlantic.com/business/archive/2015/03/finland-home-of-the-103000-speeding-ticket/387484 https://twitter.com/KanekoaTheGreat/status/1648462770936115202 https://www.nytimes.com/2023/04/18/technology/reddit-ai-openai-google.html https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html https://twitter.com/chamath/status/1647010187377774596 https://en.wikipedia.org/wiki/Dal%C3%ADland- https://www.nytimes.com/2023/04/20/business/buzzfeed-news-shut-down.html https://www.vox.com/technology/2023/4/18/23688627/meta-layoffs-mark-zuckerberg-facebook-instagram-whatsapp https://news.crunchbase.com/venture/series-c-funding-decline-q1-2023 https://www.theinformation.com/articles/tiger-global-managements-12-7-billion-venture-fund-records-20-loss https://en.wikipedia.org/wiki/Greater_fool_theory https://www.wired.com/story/stack-overflow-will-charge-ai-giants-for-training-data https://www.coindesk.com/business/2023/04/18/coinbase-could-move-away-from-us-if-no-regulatory-clarity-ceo-brian-armstrong https://news.yahoo.com/poll-trumps-big-post-indictment-bounce-is-fading-fast-183753992.html https://www.washingtonpost.com/politics/2023/04/20/desantis-trump-new-hampshire-poll
Brief Summary
SpaceX's Starship launch marks a pivotal moment for space exploration and economic transformation, featuring insights from Antonio Gracias and Gavin Baker.
Key points
- Cost Reduction in Space Travel. The new vehicle can send over 100 metric tons to orbit at a variable cost of under $2 million.
- Media Misrepresentation. Mainstream media coverage of the launch was criticized for portraying it as a failure.
- SpaceX's Impact on Humanity. The work being done at SpaceX is meaningful to every American and human on this planet.
- Inspiring Public Enthusiasm. The growing crowds at SpaceX launches showcase the public's excitement and support for space exploration.
- Trust in Media at an All-Time Low. The public's trust in media has plummeted, raising questions about accountability and truth.
- AI's Impact on Investment. The rapid evolution of AI technology is reshaping investment strategies and opportunities.
Episode highlights
- Cost Reduction in Space TravelThe new vehicle can send over 100 metric tons to orbit at a variable cost of under $2 million.“This is a step function change, not a small change; it's an enormous change.”5:11Apr 21, 2023
- Media MisrepresentationMainstream media coverage of the launch was criticized for portraying it as a failure.“The media painted this as something unsuccessful, but it was a huge success.”18:30Apr 21, 2023
- SpaceX's Impact on HumanityThe work being done at SpaceX is meaningful to every American and human on this planet.“What you're doing is so meaningful to every American and every human on this planet.”20:54Apr 21, 2023
- Inspiring Public EnthusiasmThe growing crowds at SpaceX launches showcase the public's excitement and support for space exploration.“These are just Americans who are inspired.”27:43Apr 21, 2023
- Trust in Media at an All-Time LowThe public's trust in media has plummeted, raising questions about accountability and truth.“Trust in Media is at an all-time low.”38:17Apr 21, 2023
- AI's Impact on InvestmentThe rapid evolution of AI technology is reshaping investment strategies and opportunities.“The pace of change is so high, you're kind of in a dust storm.”45:23Apr 21, 2023
- Emergence of New UnicornsThe AI landscape is ripe for new unicorns, with opportunities across various sectors.“Dozens of unicorns could be created in the next couple of years.”54:27Apr 21, 2023
- A Tale of Two CitiesThe current funding environment is starkly divided between thriving AI startups and struggling late-stage companies.“It's a tale of two cities: the best of times, the worst of times.”1:00:32Apr 21, 2023
