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All-In with Chamath, Jason, Sacks & Friedberg

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

All-In with Chamath, Jason, Sacks & Friedberg

All-In Podcast, LLC

Alllin, Coronavirus, Calacanis, Palihapitiya, Health, Sacks, Friedberg, Allin, Entrepreneurship, Covid19, Gambling, Grow, Investing, Iq, Tips, Tech, Business, Jason, Startups, Poker, Technology, Money, Learn, Davidsacks, Davidfriedberg, Chamath

4.27.1K Ratings

🗓️ 11 February 2023

⏱️ 110 minutes

🧾️ Download transcript

Summary

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 presses hard, Google's 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-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

Transcript

Click on a timestamp to play from that location

0:00.0

I had this thing with my oldest son where I don't know if it's all kids, but he's 13. He doesn't know how to answer the phone.

0:07.0

Not to save his life.

0:09.0

Oh, he picks up the phone. Hello.

0:12.0

And so I said, listen from now on, when you call me, I expect a certain way that you pick up the phone.

0:18.0

And that's going to be practiced for you, how you interact with anybody else.

0:22.0

And vice versa, as well, if I call you, you have to pick up the phone.

0:25.0

And if you don't, I'm hanging up right away. So yesterday, he calls me and I'm like,

0:32.0

Chimalt speaking. You know, it's like, hello, Chimalt speaking.

0:35.0

Done.

0:38.0

Hi, he calls back. Hello, Chimalt speaking.

0:44.0

Done.

0:48.0

We did this three more fucking times. And then finally I said, when will you get it through your head? Can you please just answer like if I say hello to

0:56.0

Chimalt speaking, hey, dad, it's your son or hey, dad, it's.

1:00.0

And it's unbelievable. And he's like, well, none of my friends pick up the phone like this. And I'm like, oh my god, like don't they think they need to have verbal communication skills?

1:09.0

It's unbelievable.

1:12.0

And then when I call him, he picked up the phone.

1:15.0

What? Not even hello. Huh? What is that? It's like a grunt.

1:21.0

Minimal efforts, like the minimum number of syllables.

1:25.0

It's embarrassing. Are you kids like this? Or is it just my kid?

1:28.0

Actually, I don't think I've heard him pick up the phone. I need to test that.

1:32.0

Like your winner tried. Brainceman David said, we open source into the fans and they've just crazy.

1:42.0

I love you.

...

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