Llama, every mention

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every year anyone Chamath Palihapitiya 34David Sacks 14David Friedberg 9Jason Calacanis 6Sandeep 'Sunny' Madra 1Reid Hoffman 1Patrick Collison 1Gavin Baker 1Bill Gurley 1Aaron Levie 1

Verbatim, from the transcripts: the passages where Llama comes up

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OpenAI vs Anthropic IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts Jul 11, 2026 · 1 mention

  • ▶ 57:38 David Sacks I mean, in a way that was what I think Meta's original strategy was, was that Lama was going to be open, but then they actually, they sort of backed away from open a little bit, but it's just kind of an obvious strategy, right?

Anthropic's Fable Backlash, Nationalizing AI, Inflation Heats Up & California’s Broken Elections Jun 13, 2026 · 1 mention

Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy Oct 3, 2025 · 3 mentions

  • ▶ 50:05 David Sacks Now, there were some American efforts that have been important, so Meta, most notably, has invested billions of billions of dollars in Lama, but the release of Lama IV, I think, was considered disappointing by a lot of people, and now…
  • ▶ 50:05 David Sacks Now, there were some American efforts that have been important, so Meta, most notably, has invested billions of billions of dollars in Lama, but the release of Lama IV, I think, was considered disappointing by a lot of people, and now…
  • ▶ 58:18 Chamath Palihapitiya They have a cloud, and what they've been doing is they've been working with initially Lama, then they work with OpenAI to bring their open source model, but they also brought online a couple of these Chinese models, and what they do…

H-1B Shakeup, Kimmel Apology, Autism Causes, California Hate Speech Law Sep 27, 2025 · 2 mentions

Winning the AI Race Part 1: Michael Kratsios, Kelly Loeffler, Shyam Sankar, Chris Power Jul 23, 2025 · 1 mention

Grok 4 Wows, The Bitter Lesson, Third Party, AI Browsers, SCOTUS backs POTUS on RIFs Jul 11, 2025 · 1 mention

IPOs and SPACs are Back, Mag 7 Showdown, Zuck on Tilt, Apple's Fumble, GENIUS Act passes Senate Jun 21, 2025 · 1 mention

Tariffs, Trump's Economic Endgame, Market Chaos, Bitcoin Reserve, CoreWeave IPO Mar 8, 2025 · 1 mention

The Stablecoin Future, Milei's Memecoin, DOGE for the DoD, Grok 3, Why Stripe Stays Private Feb 22, 2025 · 1 mention

DeepSeek Panic, US vs China, OpenAI $40B?, and Doge Delivers with Travis Kalanick and David Sacks Jan 31, 2025 · 3 mentions

  • ▶ 40:47 Chamath Palihapitiya I think the, the really, all the pressure right now, I think is on Meta, because I think Meta has to show up with the next iteration of Llama that beats and exceeds Gemini, that exceeds R-one. 3 times in the scene

DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback Dec 20, 2024 · 1 mention

  • ▶ 8:02 Aaron Levie And, and the risk is, is, is sort of the second or third order effects of that, which is like, does Zuck then want to release the next version of llama if you're taking on, you know, that much risk and, and, you know, even the incremental…

New SEC Chair, Bitcoin, xAI Supercomputer, UnitedHealth CEO murder, with Gavin Baker & Joe Lonsdale Dec 7, 2024 · 1 mention

  • ▶ 50:44 Gavin Baker Um, like if you read the Lama 3.1 technical paper, you know, got a lot of people excited about SkinnyLink Ethernet, but, um,

OpenAI's $150B conversion, Meta's AR glasses, Blue-collar boom, Risk of nuclear war Sep 27, 2024 · 2 mentions

  • ▶ 12:11 David Sacks For example, Meta just announced Lama 3.2, which can do voice, and this is roughly at the same time that OpenAI just released its voice API.
  • ▶ 1:01:04 David Sacks Yeah, with, with Llama 3.2.

Big Fed rate cuts, AI killing call centers, $50B govt boondoggle, VC's rough years, Trump/Kamala Sep 20, 2024 · 1 mention

  • ▶ 24:55 Chamath Palihapitiya But then you'll see something from Claude, you'll see something from Lama, and the real art, I think, and this is where I do think it's a little bit of alchemy still, which I think is good because it, it keeps humans involved, all of us…

Marc Benioff | All-In Summit 2024 Sep 15, 2024 · 1 mention

In conversation with Reid Hoffman & Robert F. Kennedy Jr. Aug 30, 2024 · 1 mention

  • ▶ 15:32 Reid Hoffman I don't know if Llama's gonna win from its open source thing as much as it's just trying to say, hey, we're training these models, so we're gonna, you know, uh, put them out there because our closed system, closed loop, you know, doesn't…

Break up Google, Starbucks CEO out, Kamala’s price controls, Boeing disaster, Kursk offensive Aug 16, 2024 · 1 mention

Elon gets paid, Apple's AI pop, OpenAI revenue rip, Macro debate & Inside Trump Fundraiser Jun 14, 2024 · 2 mentions

GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity? May 17, 2024 · 1 mention

Sam Altman: Getting Fired (and Re-Hired) by OpenAI, Agents, AI Copyright issues May 10, 2024 · 6 mentions

  • ▶ 7:59 David Sacks What about Llama three? 3 times in the scene
  • ▶ 47:51 Chamath Palihapitiya Just to build on that, Sam, the architectural decision, for example, that Llama took is pretty interesting in that it's like, we're going to let Llama grow and be as unfettered as possible, and we have this other kind of thing that we call… 2 times in the scene
  • ▶ 47:51 Chamath Palihapitiya Just to build on that, Sam, the architectural decision, for example, that Llama took is pretty interesting in that it's like, we're going to let Llama grow and be as unfettered as possible, and we have this other kind of thing that we call…

Meta's scorched earth approach to AI, Tesla's future, TikTok bill, FTC bans noncompetes, wealth tax Apr 26, 2024 · 12 mentions

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more Mar 22, 2024 · 2 mentions

  • ▶ 28:11 Chamath Palihapitiya Yeah, but I'm just saying, thirty billion, like, not a couple crumbs fall out of somebody's pocket, and so there's fifty million allocated to just, like, you know, mucking around with Llama or mucking around with Mistral.
  • ▶ 55:34 Chamath Palihapitiya So if you want to run Lama on Grok, great.

E169: Elon sues OpenAI, Apple's decline, TikTok ban, Bitcoin $100K?, Science corner: Microplastics Mar 8, 2024 · 1 mention

E168: Can Google save itself? Abolish HR, AI takes over Customer Support, Reddit IPO teardown Mar 1, 2024 · 1 mention

  • ▶ 1:07:21 Chamath Palihapitiya By the way, did you guys see, there was a meta demo, which I thought was really cool, which was, it was run on Lama 70 B, but it was a real-time translation tool where the person was speaking in Hokkien Chinese, and the, and the other…

E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more Feb 17, 2024 · 1 mention

  • ▶ 33:55 Chamath Palihapitiya What they basically built is this LLM tool that runs over LLAMA called TestGen, and it essentially does automated unit testing to such a high degree of accuracy.

E165: Vision Pro: use or lose? Meta vs Snap, SaaS recovery, AI investing, rolling real estate crisis Feb 9, 2024 · 5 mentions

  • ▶ 29:31 David Friedberg So if I'm an investor, and by the way, Meta is trading at like, 25 times free cash flow, which is not a crazy multiple, given all the new businesses that they have in Lama too, and the progression to cloud and other things that they might…
  • ▶ 42:46 Chamath Palihapitiya So in that world, things like Mistral and Lama will essentially decay the market to zero.
  • ▶ 52:44 Jason Calacanis On the Hugging Face one, you could pick, you know, Llama or whichever one you want.
  • ▶ 57:23 Chamath Palihapitiya Relative to where things like Lama and Mistral will get to at the same time, as well as X's grok. 2 times in the scene

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update Dec 8, 2023 · 1 mention

Jared Kushner: Israel-Hamas War, paths forward, macro picture, AI Nov 11, 2023 · 3 mentions

E152: Real estate chaos, WeWork bankruptcy, Biden regulates AI, Ukraine's “Cronkite Moment” & more Nov 3, 2023 · 3 mentions

All-In Summit: In conversation with Vinod Khosla Sep 26, 2023 · 1 mention

  • ▶ 17:15 David Friedberg I think even yesterday there was a, a leak of something where Meta's trying to really superpower Llama II and then create some high-performance cloud that they effectively want to give away.

All-In Summit: Bill Gurley presents 2,851 Miles Sep 16, 2023 · 1 mention

  • ▶ 21:26 Bill Gurley They're spreading a negative open source, uh, uh, message, and I think it's precisely because they know it's their biggest threat, and I think what Meta's done with Llama II.

E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more Aug 26, 2023 · 3 mentions

E129: Sam Altman plays chess with regulators, AI's "nuclear" potential, big pharma bundling & more May 19, 2023 · 3 mentions

  • ▶ 25:57 Chamath Palihapitiya The best thing that happened when Facebook open source Lama was also that somebody stealthily released all the model weights. 3 times in the scene
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