All-In with Chamath, Jason, Sacks & Friedberg

E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

All-In Podcast, LLC 1h 49m 40 months ago

Industry veterans, degenerate gamblers & besties Chamath Palihapitiya, Jason Calacanis, David Sacks & David Friedberg cover all things economic, tech, political, social & poker.

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Show Notes

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Bestie intro!

Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

Bestie refresh!

The AI Search Wars: Microsoft presses hard, Google's rough week

Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

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Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://twitter.com/DavidSacks/status/1623540190060101632

https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine

https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability

https://twitter.com/EmiliaKaminska/status/1574817556950663169

https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage

https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link

https://www.youtube.com/watch?v=OyBNmecVtdU

https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai

https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08

https://twitter.com/Google/status/1622710355775393793

https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s

https://neeva.com

https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works.

https://twitter.com/arnaudai/status/1623359864100601861

https://github.com/features/copilot

https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion

https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data

https://twitter.com/LynAldenContact/status/1620447620987785216

https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg

https://twitter.com/pretentiouswhat/status/1622832701131874306

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E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

Skim the episode first,then decide if it is worth listening.

Skim the episode first,
then decide if it is worth listening.