Episode
E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
1:49:45
Published: Sat Feb 11 2023
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 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
Chapters
The speaker critiques the media's prioritization of conflict with a "media superpower" over resolving conflicts in other areas, highlighting the need for better communication skills.
00:00 - 03:59 (03:59)
Summary
The speaker critiques the media's prioritization of conflict with a "media superpower" over resolving conflicts in other areas, highlighting the need for better communication skills.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker explains whether the reports of President Biden's challenges with press freedom are due to intentional cover-ups or mistakes, highlighting historic patterns of denial and the quick assumption of cover-ups.
03:59 - 09:13 (05:13)
Summary
The speaker explains whether the reports of President Biden's challenges with press freedom are due to intentional cover-ups or mistakes, highlighting historic patterns of denial and the quick assumption of cover-ups.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
J. Cal criticizes the story about the CIA allegedly using divers for an attack because it lacks detail and verifiable evidence, and suggests engaging with sources to find a more reliable account of the events.
09:13 - 12:35 (03:22)
Summary
J. Cal criticizes the story about the CIA allegedly using divers for an attack because it lacks detail and verifiable evidence, and suggests engaging with sources to find a more reliable account of the events.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The media's reluctance to entertain the theories posed by a story without sufficient evidence has proven detrimental to the free flow of discussion and diversity of thought, leading to the spread of disinformation.
12:36 - 15:37 (03:01)
Summary
The media's reluctance to entertain the theories posed by a story without sufficient evidence has proven detrimental to the free flow of discussion and diversity of thought, leading to the spread of disinformation.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
There are uncertainties as to when the Nord Stream Pipeline is going to resume its normal activities and its implications.
15:37 - 19:45 (04:07)
Summary
There are uncertainties as to when the Nord Stream Pipeline is going to resume its normal activities and its implications. However, the US providing guaranteed long-term LNG supply directed into Europe becomes ambivalent to Germany, considering the extent of the explosion.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
A discussion on how individuals seek out specific key people on social media platforms to follow their talking points and take cues from them, resulting in the spread of specific party lines and language throughout mainstream media outlets.
19:45 - 22:54 (03:09)
Summary
A discussion on how individuals seek out specific key people on social media platforms to follow their talking points and take cues from them, resulting in the spread of specific party lines and language throughout mainstream media outlets.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Dwight Eisenhower, a war hero and former president, warned in his departing address that the defense industry could become a vested interest and push for foreign interventions in war, driven by a desire to get bigger and stronger.
22:54 - 28:22 (05:27)
Summary
Dwight Eisenhower, a war hero and former president, warned in his departing address that the defense industry could become a vested interest and push for foreign interventions in war, driven by a desire to get bigger and stronger. Recent conflicts and interests in the energy industrial complex show how these warnings remain relevant today.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker expresses their preference for anti-establishment fashion and criticizes the tired look of jeans and blazer.
28:22 - 31:46 (03:24)
Summary
The speaker expresses their preference for anti-establishment fashion and criticizes the tired look of jeans and blazer.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker talks about Chamath's Apple Watch peeking out of his shirt in pictures and advises not to look at pictures of him wearing a Macy's shirt.
31:46 - 33:08 (01:21)
Summary
The speaker talks about Chamath's Apple Watch peeking out of his shirt in pictures and advises not to look at pictures of him wearing a Macy's shirt.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
As users seek more advanced visual displays of information and multiple perspectives, providing a simple text stream for internet searches may not be enough.
33:08 - 42:12 (09:04)
Summary
As users seek more advanced visual displays of information and multiple perspectives, providing a simple text stream for internet searches may not be enough. Information retrieval continues to evolve to offer more efficient and satisfying user experiences.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Microsoft bought almost 50% of a tool for almost 10 billion dollars to make it pervasive as possible so that consumer expectations would force Google to decay the quality of their business model in order to compete.
42:12 - 47:14 (05:01)
Summary
Microsoft bought almost 50% of a tool for almost 10 billion dollars to make it pervasive as possible so that consumer expectations would force Google to decay the quality of their business model in order to compete.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Google aims to find a balance between paid ads and organic search results that provide the most valuable answers to a user's query.
47:14 - 51:06 (03:52)
Summary
Google aims to find a balance between paid ads and organic search results that provide the most valuable answers to a user's query. The company seeks to monetize more search results by offering advertisers the opportunity to pay for better placement than organic search without compromising the quality of the search results.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speakers discuss the significance of public and non-public content on the internet, specifically mentioning Quora's potentially valuable content and how reading the entire internet could make someone the ultimate chat bot.
51:06 - 59:36 (08:29)
Summary
The speakers discuss the significance of public and non-public content on the internet, specifically mentioning Quora's potentially valuable content and how reading the entire internet could make someone the ultimate chat bot. They also bring up the fact that Google pays a considerable amount of money for search engine default placements on platforms like iPhone.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The use of a work that harms the original copyright owner's ability to profit may not be considered fair use, as fair use allows the creation of derivative works on future platforms.
59:36 - 1:04:59 (05:23)
Summary
The use of a work that harms the original copyright owner's ability to profit may not be considered fair use, as fair use allows the creation of derivative works on future platforms. Search engines like Google that attempt to rank an overwhelming amount of competing opinions and data can face challenges with cost but are still able to prioritize sources.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The future of AI interface is voice-based and will replace human call center operators with personal digital assistants in applications.
1:04:59 - 1:09:57 (04:57)
Summary
The future of AI interface is voice-based and will replace human call center operators with personal digital assistants in applications.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The newest AI language models, such as GitHub's Copilot, are expected to revolutionize programming such that startups will be able to build their MVPs by simply typing in text, seemingly eliminating the need to hire engineers.
1:09:57 - 1:14:41 (04:44)
Summary
The newest AI language models, such as GitHub's Copilot, are expected to revolutionize programming such that startups will be able to build their MVPs by simply typing in text, seemingly eliminating the need to hire engineers. The rise of AI in programming could potentially create higher returns for investors as well as a new business segment in enterprise SaaS.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The video game industry may be completely rewritten with AI, disrupting traditional publishing models and potentially impacting non-software industries as well.
1:14:41 - 1:16:52 (02:10)
Summary
The video game industry may be completely rewritten with AI, disrupting traditional publishing models and potentially impacting non-software industries as well.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Neil Sahota discusses the impact of AI on the entertainment industry, imagining a future where anyone can create a movie using compute time rather than a large budget.
1:16:52 - 1:21:49 (04:57)
Summary
Neil Sahota discusses the impact of AI on the entertainment industry, imagining a future where anyone can create a movie using compute time rather than a large budget.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The AI tool Public aggregates and synthesizes information from hundreds of self-help websites to provide users with a comprehensive resource.
1:21:49 - 1:23:47 (01:57)
Summary
The AI tool Public aggregates and synthesizes information from hundreds of self-help websites to provide users with a comprehensive resource. Content providers should work together to protect their rights in this new landscape.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
With the rise of AI-powered content creation tools like Chat GPT, the value of traditional content publishers is being called into question.
1:23:47 - 1:28:07 (04:20)
Summary
With the rise of AI-powered content creation tools like Chat GPT, the value of traditional content publishers is being called into question. While AI may help evolve content creation faster, it also poses a threat to businesses and society as a whole.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The Microsoft LinkedIn acquisition could potentially undermine the Federal Trade Commission's (FTC) credibility in going after other tech monopolies, making it a good thing for them.
1:28:07 - 1:31:31 (03:23)
Summary
The Microsoft LinkedIn acquisition could potentially undermine the Federal Trade Commission's (FTC) credibility in going after other tech monopolies, making it a good thing for them. They also discuss how the use of AI and the abundance of tactical nuclear weapons in the industry could have unforeseen consequences.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The United States is facing an entitlements crisis not only with the publicly funded social security and Medicare programs, but also with the private tensions that will require federal money.
1:31:31 - 1:37:42 (06:10)
Summary
The United States is facing an entitlements crisis not only with the publicly funded social security and Medicare programs, but also with the private tensions that will require federal money. Failure to pay down the debt or grow the economy could result in significant tax hikes for individuals and corporations.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The US economy needs to zoom out and look at the big picture to solve its problems.
1:37:42 - 1:43:07 (05:24)
Summary
The US economy needs to zoom out and look at the big picture to solve its problems. By reducing energy costs and increasing capacity, the economy can grow and benefit the middle class.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The real technical bottleneck to achieving abundant zero-cost energy is increasing energy production capacity by 10x in the next 20 to 30 years.
1:43:07 - 1:45:24 (02:17)
Summary
The real technical bottleneck to achieving abundant zero-cost energy is increasing energy production capacity by 10x in the next 20 to 30 years. This challenge can be met before other forms of commercializable fusion energy technology become available.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
San Francisco spends more than 15 states and more per capita than all but two other states, with an $18,000 budget per capita.
1:45:24 - 1:48:34 (03:09)
Summary
San Francisco spends more than 15 states and more per capita than all but two other states, with an $18,000 budget per capita. This excessive spending could lead to an unsustainable tax rate and the loss of taxpayers.
EpisodeE115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The podcast hosts reflect on investing and the need for an energy miracle while mentioning some of their fans' contributions.
1:48:34 - 1:49:50 (01:16)
Summary
The podcast hosts reflect on investing and the need for an energy miracle while mentioning some of their fans' contributions. They also playfully banter and joke around before ending the episode and promising to return in the future.