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ALL-IN · EXTRACTED

All-In Podcast ft. Travis Kalanick & Gavin Baker

China's AI catch-up, orbital compute economics, and why the DSA is taking over the Democratic Party the same way Trump took over the Republican one.

▶434K views on YouTubePreview, 1 of 5 tactics free

With Gavin Baker & Travis Kalanick

"Communism is in all of us. Have you ever in your life been lazy? Have you ever wanted something for nothing? The difference is, do you make that a way of life?" — Travis Kalanick
Gavin Baker & Travis Kalanick, on the episode

This is All-In episode 278 with guest hosts Travis Kalanick of Adams and Gavin Baker of Atreides Management, filling in for Friedberg. The three big threads are the DSA's sweep of New York's congressional primaries, China's GLM 5.2 model closing the gap with US frontier labs, and the emerging economics of orbital versus terrestrial compute. The political analysis is sharper than usual because Kalanick and Baker bring operating-company instincts to a conversation that normally stays in the realm of punditry. What ties all three threads together is a single underlying question: when incumbents refuse to defend their position, who fills the vacuum?

Tactic 01

Gavin Baker & Travis Kalanick, All-In

Read The DSA Sweep As A Takeover, Not A Protest Vote

The play

Watch low turnout primaries where highly organized groups push their own agenda from inside the party.

Gavin Baker & Travis Kalanick says

We're using the Democratic Party as a ballot access vehicle. We build our own organization, get elected under the Democratic label, caucus with Democrats when it's useful, and push our own agenda from the inside, seeing the Democratic establishment as an obstacle, not a home. There were three major congressional races where the Mamani candidate won, two of them unseating really strong incumbents. Especially in these low turnout elections, like this Democratic primary in New York, a strongly blue state, where maybe 17% turned out, this is where the DSA really thrives and excels because they care passionately and they're highly organized and know how to take advantage.

Try this

Identify low turnout blue primaries in your area and track DSA organizing activity there before the next primary date.

Tactic 02

Distillation Is The Mechanism Behind China's Model Catch-Up

Gavin Baker & Travis Kalanick says

The model has 744 billion parameters, a 1 million token context window, and is under the MIT license. It…

Episode quotes and Try this

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Tactic 03

The Economics Of Orbital Compute Start With The $25 Billion Problem

Tactic 04

Composable Models Are The Enterprise Architecture, Not A Single Provider

Tactic 05

IPO Pricing: Auction The Deal, Stop Trying To Manage The Number

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ALL-IN, extracted by Podex