Hims & Hers Stock Drops Over 30%, All-In Launches Ultra Premium Tequila | Crémieux, Clément Delangue, Emmett Shear, Brendan Foody, Sam Schwager, Zach Lloyd, Dara Ladjevardian, Amjad Masad, Angus Muffatti

Hims & Hers Stock Drops Over 30%, All-In Launches Ultra Premium Tequila | Crémieux, Clément Delangue, Emmett Shear, Brendan Foody, Sam Schwager, Zach Lloyd, Dara Ladjevardian, Amjad Masad, Angus Muffatti

June 24, 2025 3 hr 47 min
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🤖 AI Summary

Overview

This episode dives into the intersection of technology, healthcare, and innovation, exploring topics like AI's legal challenges, the launch of ultra-premium tequila, the expanding applications of GLP-1 medications, and the implications of rare-earth mineral shortages. Guests include leaders from Hugging Face, Softmax, Mercor, and Super Dial, offering insights into AI development, healthcare automation, and the future of robotics.

Notable Quotes

- Obesity is just really, really bad. It affects so many different systems, and GLP-1 drugs are addressing that in ways we never imagined. - Crémieux, on the transformative impact of GLP-1 medications.

- We need to fight the concentration of power in AI. Everyone should be able to build AI, not just a few hundred scientists. - Clément Delangue, advocating for democratized AI development.

- Alignment isn't just one thing. It's about the capacity to align and the realization of that alignment. - Emmett Shear, on the philosophical challenges of AI alignment.

🧠 Anthropic's Legal Win on AI Data

- Anthropic's use of 7 million books for training its AI model was ruled as fair use under U.S. copyright law, marking a significant legal precedent.

- John Coogan and Jordi Hays discuss the implications for AI labs, noting that open-source datasets are often inherently fair use, fostering innovation.

- Concerns remain about Anthropic's storage of pirated books, with potential damages reaching billions.

🍹 All-In Launches Ultra-Premium Tequila

- The All-In podcast team unveiled a $1,200 tequila, marketed as ultra-premium and designed for collectors.

- The bottle features a poker chip-inspired design and IoT-enabled illumination, sparking debates about luxury branding and its cultural implications.

- Critics questioned the seriousness of launching a tequila brand amidst global crises, while others praised the creativity and alignment with the podcast's ethos.

💊 GLP-1 Medications: Expanding Horizons

- Crémieux highlighted the growing applications of GLP-1 drugs, now addressing sleep apnea, osteoarthritis, and even certain cancers.

- Concerns about misuse were raised, particularly among individuals obtaining these drugs through unofficial channels.

- The dissolution of the Hims and Novo Nordisk partnership was dissected, with allegations of deceptive marketing and compounded drug safety issues.

🔧 Democratizing AI Development with Hugging Face

- Clément Delangue shared Hugging Face's journey from an AI chatbot to a platform with over 10 million developers.

- He emphasized the importance of open-source collaboration to prevent monopolization and foster innovation.

- Challenges like talent scarcity and energy inefficiencies in AI training were discussed, with calls for mutualizing resources to compete globally.

🤖 Robotics and Open Source Innovation

- Brendan Foody introduced his open-source robotics platform, enabling high-quality data collection for AI training.

- The platform aims to democratize access to industrial-grade robotics, fostering innovation in areas like welding and manufacturing.

- The broader health of the open-source robotics community was celebrated, with hackathons and collaborations driving progress.

AI-generated content may not be accurate or complete and should not be relied upon as a sole source of truth.

📋 Episode Description

  • (04:30) - Anthropic Clears Legal Hurdle on AI Data

  • (11:32) - All-In Launches Ultra Premium Tequila

  • (30:45) - Timeline

  • (45:17) - Hims & Hers Stock Drops Over 30%

  • (56:09) - Ford is Scrambling For Rare-Earth Minerals

  • (01:03:01) - Fedex Founder Fred Smith Dies at 80

  • (01:15:37) - Cremieux discusses the expanding applications of GLP-1 medications, highlighting their effectiveness in treating conditions beyond diabetes and weight loss, such as sleep apnea and certain cancers. He expresses concern over the misuse of these drugs, particularly among individuals without medical necessity, and notes the ease of obtaining them through unofficial channels. Additionally, he comments on the implications of the Hims and Novo Nordisk partnership dissolution, suggesting potential issues with drug distribution practices.

  • (01:32:47) - Clément Delangue, CEO and co-founder of Hugging Face, an open-source AI platform, discusses the company's origins, including the choice of the "Hugging Face" emoji as its name, and its evolution from an AI chatbot to a leading platform with over 10 million AI builders. He highlights the importance of democratizing AI development to prevent the concentration of power among a few organizations, emphasizing the need for open-source collaboration to foster innovation and ethical practices. Delangue also addresses the challenges in AI, such as the scarcity of talent and resources, and advocates for a more decentralized approach to AI development to ensure broader accessibility and mitigate risks associated with monopolization.

  • (02:04:02) - Emmett Shear, an American entrepreneur and investor, co-founded Justin.tv and its gaming-focused spin-off, Twitch, where he served as CEO until March 2023. In the conversation, Shear discusses his new AI startup, Softmax, which aims to discover principles of alignment and scale them for humanity, focusing on multi-agent reinforcement learning research to understand how agents interact and learn within complex systems.

  • (02:36:52) - Brendan Foody, CEO of Mercor, discusses the company's rapid growth, noting collaborations with six of the "Mag Seven" tech giants and a 45% month-over-month growth over the past year. He highlights the increasing complexity in AI training, emphasizing the need for professionals like consultants, doctors, and lawyers to evaluate and teach models tasks beyond academic domains. Additionally, he addresses the challenges in AI's ability to perform basic tasks, such as booking flights, underscoring the importance of developing effective evaluation methods to measure and enhance model capabilities.

  • (02:44:08) - Sam Schwager, co-founder and CEO of Super Dial, a voice AI company specializing in automating phone calls for healthcare, discusses the company's transition from Superbill to Super Dial, focusing on revenue cycle management (RCM) and the automation of outbound calls