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All-In PodcastE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
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Episode Details
EPISODE INFO
- Released
- February 11, 2023
- Duration
- 1h 49m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
(0:00) Bestie intro! (1:49) Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex (28:26) Bestie refresh! (33:13) The AI Search Wars: Microsoft pressing hard, Google has a rough week (45:06) Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data? (1:12:41) Will generative AI commodify enterprise SaaS? If so, what happens to VC returns? (1:31:14) Disappointing State of the Union, precarious situation between debt, taxes, and entitlements Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast 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-ai-copyright-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 #allin #tech #news
SPEAKERS
Chamath Palihapitiya
hostDavid Sacks
hostJason Calacanis
hostDavid Friedberg
hostGuest
guestGuest
guestNarrator
other
EPISODE SUMMARY
In this episode of All-In Podcast, featuring Chamath Palihapitiya and David Sacks, E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union explores AI Search Wars, Nord Stream Sabotage, and America’s Escalation Addiction The hosts open with lighter personal anecdotes before diving into two major themes: geopolitical escalation (China’s spy balloon, Nord Stream, Ukraine, military-industrial incentives) and the emerging AI search war between Google and Microsoft.
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