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Self driving is gonna happen in six years. I'm watching the velocity it's getting better and having watched Uber up close for 12 years, I'm like, yeah, that's gonna happen. But now you have protests in Wuhan and Beijing saying 'we're gonna give out a certain number of self driving licenses.' Boston's like 'we're not gonna let you have them here. We're gonna protect these jobs.'

All-In Podcast · Coinbase CEO's Top 3 Crypto Trends for 2026 + More from...

“And just watching the velocity that it's getting better and having watched the Uber story up close for twelve years Mhmm.”

35:17 / 35:54

the robo taxi self driving thing Yeah. And just watching the velocity that it's getting better and having watched the Uber story up close for twelve years Mhmm. I'm like, yeah, that's gonna happen in six. Mhmm. I think it's just like the it's gonna just Self driving? Yeah. It feels to me. And the thing I'm starting to see in the field is you have in Wuhan there and and Beijing, they're having protests, and they're saying, well, we're just gonna give out a certain number of self driving license. We're gonna contain it. It. Mhmm. And then you have Boston and a couple and California now. They're saying, hey. Listen. We're we're we're only gonna allow a certain number of robotoxies. Or Boston's like, we're not gonna let you have them here. We're gonna protect these jobs. Mhmm. So this is gonna become,

Why this clip

Bold prediction with specific timeline plus contrarian framing of regulatory pushback. The Uber comparison adds credibility while the protest examples make abstract tech disruption tangible and politically charged.

35:17 - 35:5437sConsequences

LinkedIn X

What they said next

When agriculture got automated, it went from most of the workforce to 3% over thirty years. People would look at what you and I do for a living - having a conversation in Davos - and be like 'that's not a real job. Real job is manual labor in the fields.' But we think of it as a job.

33:58 - 45s · Practical Framework

More from this episode

All-In Podcast

Practical Framework

When agriculture got automated, it went from most of the workforce to 3% over thirty years. People would look at what you and I do for a living - having a conversation in Davos - and be like 'that's not a real job. Real job is manual labor in the fields.' But we think of it as a job.

Historical parallel that reframes AI job displacement fears. The Davos setting adds meta-commentary on knowledge work, making it relatable while challenging assumptions about what constitutes 'real work.'

33:58 - 34:4245s

All-In Podcast

Bold/Contrarian

I went to see Elon a couple weeks ago on a Sunday afternoon. He really thinks about putting data centers and chips in space. Cooling's pretty easy in space. Solar's much more effective. What do you think about data centers in space?

Name-drops Elon with insider access ('Sunday afternoon') discussing frontier tech concept. The casual tone makes wild futuristic idea feel immediate and credible, perfect for social sharing.

57:59 - 58:2829s

All-In Podcast

Origin Story

I get a text like 'get your money out of Silicon Valley Bank.' I'm in the board meeting, we have 100% of our money in there. Two board members are like 'we can't just take all the money out, they've been incredible partners for thirty years.' I said 'how about we take out half so we can make payroll.' I insisted. Literally that night, boom.

High-stakes insider story from SVB collapse with dramatic tension. The 'literally that night, boom' creates perfect cliffhanger moment, showing decision-making under extreme pressure.

7:42 - 8:2746s

All-In Podcast

Bold/Contrarian

There's a lot of misperceptions about AI right now. It seems like there's some dark PR forces at work trying to make the data center build out seem worse than it is. The water is not damaged, it's just moving heat through a closed loop system.

Conspiracy-adjacent framing ('dark PR forces') combined with technical correction. Challenges popular narrative about AI environmental impact with specific technical details that sound authoritative.

52:36 - 53:2044s

All-In Podcast

Business Mechanics

USDC is the largest regulated stablecoin because it's compliant under regulations in the US and Europe. There's another one - Tether - but I think it's in the process of trying to clean itself up so it can participate.

Inside perspective on crypto regulatory landscape with diplomatic shade thrown at Tether. Technical explanation made accessible while hinting at industry drama around compliance issues.

10:27 - 11:1649s

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Transcript

Why this clip

More from this episode

When agriculture got automated, it went from most of the workforce to 3% over thirty years. People would look at what you and I do for a living - having a conversation in Davos - and be like 'that's not a real job. Real job is manual labor in the fields.' But we think of it as a job.

I went to see Elon a couple weeks ago on a Sunday afternoon. He really thinks about putting data centers and chips in space. Cooling's pretty easy in space. Solar's much more effective. What do you think about data centers in space?

There's a lot of misperceptions about AI right now. It seems like there's some dark PR forces at work trying to make the data center build out seem worse than it is. The water is not damaged, it's just moving heat through a closed loop system.

USDC is the largest regulated stablecoin because it's compliant under regulations in the US and Europe. There's another one - Tether - but I think it's in the process of trying to clean itself up so it can participate.

From the blog