E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

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

4.2 • 7.1K Ratings

🗓️ 1 March 2024

⏱️ 87 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

(0:00) Bestie intros! Jato Caelin

(1:36) Groq update!: The key metric developer platforms should care about

(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more

(29:17) How bloated HR departments slow down companies

(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?

(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups

(1:13:06) Reddit S-1 breakdown

(1:22:52) The Apple Car is dead: Apple cancels Project Titan

Follow the besties:

https://twitter.com/chamath

https://twitter.com/Jason

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://www.google.com/finance/quote/GOOG:NASDAQ

https://twitter.com/PirateWires/status/1762842476744708171

https://twitter.com/lulumeservey/status/1762864255437516932

https://x.com/pmarca/status/1762532979317043515

https://twitter.com/shellenberger/status/1762900581134557636

https://twitter.com/shaunmmaguire/status/1760885099984261564

https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22

https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini

https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm

https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf

https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month

https://www.google.com/finance/quote/TLPFY:OTCMKTS

https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language

https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html

https://twitter.com/balajis/status/1763067849218850939

https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2

https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai

Transcript

Click on a timestamp to play from that location

0:00.0	Jason, where are you that, is that a virtual background or?
0:03.3	Oh, right, that's the whole place.
0:06.7	I did look architecturally familiar to me.
0:09.0	It is architecturally significant, we'll bleep out the beeped house, but yes, I am you know, this is like top three or four of
0:16.4	Places I like to be a house guest, you know, like I'm in rotation right now my house guest
0:20.4	Your Cato Kalining through our friend group basically you know, I'm just a great house guest. You're Cato Kalining through our friend? Basically, you know, I'm just a great house guest. People like to have breakfast with me. People like having me around, so I just find myself in mansions around the world.
0:31.0	Hey Nick, do you have an updated picture of Cato Caylin?
0:33.6	Is he still alive and kicking?
0:35.6	He's alive for sure.
0:36.9	He's got to be 70 or something, right?
0:38.9	He's got to be old of those reality TV shows with Dr Drew I think a couple years ago.
0:43.3	What does Kate O'Kowin do?
0:44.7	He's a good hang.
0:45.5	He's yet.
0:46.5	There's a lot of these people in LA, you know, like just hang.
0:49.2	They kind of hang. They set things up. Oh my God.
0:54.0	Oh, is that current?
0:57.0	He had okay?
0:58.0	Yeah. He's 64 now.
1:00.0	Wow.
1:01.0	That's incredible. How did he survive?
1:04.0	He's got an Instagram account.
	...

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