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Broadcom turns Google’s TPU IP into chips and networking, while Google earns from its IP without doing the hardware build itself. "Broadcom is making ~$37 B from 1GW of Anthropic's orders, whereas Google is capturing ~$13-14 B of that"

Rohan Paul

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72,987 Aufrufe • vor 3 Monaten •via X (Twitter)

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$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

$AVGO helps hyperscalers build the custom chips and networking fabric needed to run massive AI systems. If $GOOGL, $META, OpenAI or Anthropic want to build their own inference chips then Broadcom is one of the first calls because it has the IP, packaging expertise and networking portfolio required to scale custom AI systems. Thats why Broadcom remains one of the strongest infrastructure positions in the AI economy.

Shay Boloor

77,765 Aufrufe • vor 1 Monat

Microsoft has access to ALL of the hardware accelerator IP from OpenAI, which is why Satya is not worried about their in-house Maia accelerators not progressing as fast as Google TPUs

Microsoft has access to ALL of the hardware accelerator IP from OpenAI, which is why Satya is not worried about their in-house Maia accelerators not progressing as fast as Google TPUs

Lisan al Gaib

156,886 Aufrufe • vor 8 Monaten

As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10,000 word article. There will be 2 versions of TPU v8 but this will be different from the “P” (full) and “E” (lite) SKUs that featured in the then 4th and 5th generations. Rather, it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing to partner with MediaTek is to reduce the margin that they pay to their silicon design partners or specifically Broadcom. Broadcom charges Google for the whole System in Package which they stack a healthy margin on. This includes HBM. This is despite Google being largely responsible for both the front-end and back-end design of the compute elements of the chip, with Broadcom contributing various PHYs (most importantly Broadcom’s best in class SerDes) and controllers. Google wants to move to a model where their silicon partner only charges for the things they add value on and get closer to paying BOM cost for their silicon.

As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10,000 word article. There will be 2 versions of TPU v8 but this will be different from the “P” (full) and “E” (lite) SKUs that featured in the then 4th and 5th generations. Rather, it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing to partner with MediaTek is to reduce the margin that they pay to their silicon design partners or specifically Broadcom. Broadcom charges Google for the whole System in Package which they stack a healthy margin on. This includes HBM. This is despite Google being largely responsible for both the front-end and back-end design of the compute elements of the chip, with Broadcom contributing various PHYs (most importantly Broadcom’s best in class SerDes) and controllers. Google wants to move to a model where their silicon partner only charges for the things they add value on and get closer to paying BOM cost for their silicon.

SemiAnalysis

133,077 Aufrufe • vor 7 Monaten

Dylan Patel explains that Nvidia’s biggest threat is the rise of custom silicon from companies like Google, Amazon, and Meta. He notes that Google’s TPUs are already fully utilized, Amazon is making millions of Trainium chips, and Anthropic will likely help adoption. Google could compete directly with Nvidia by selling TPUs on the open market, not just renting them through Cloud. He argues that if AI remains concentrated, custom silicon will win, but if open-source models spread widely, Nvidia benefits through its software ecosystem.

Dylan Patel explains that Nvidia’s biggest threat is the rise of custom silicon from companies like Google, Amazon, and Meta. He notes that Google’s TPUs are already fully utilized, Amazon is making millions of Trainium chips, and Anthropic will likely help adoption. Google could compete directly with Nvidia by selling TPUs on the open market, not just renting them through Cloud. He argues that if AI remains concentrated, custom silicon will win, but if open-source models spread widely, Nvidia benefits through its software ecosystem.

Wes Roth

74,608 Aufrufe • vor 11 Monaten

$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips, without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that, its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And let’s not forget — $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play.

$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips, without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that, its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And let’s not forget — $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play.

Daniel

249,429 Aufrufe • vor 5 Monaten

IP Licensing Plans If someone is willing to pay you royalties to put your IP on their t-shirt or build an entire game from your IP and pay you royalties, you start having something, which is an interesting proof of concept. Licensing is what makes an IP infinitely scalable. It makes a lot of sense. For a deep dive into why that is so, @GiulioXdotEth has covered you in this video. 📺

IP Licensing Plans If someone is willing to pay you royalties to put your IP on their t-shirt or build an entire game from your IP and pay you royalties, you start having something, which is an interesting proof of concept. Licensing is what makes an IP infinitely scalable. It makes a lot of sense. For a deep dive into why that is so, @GiulioXdotEth has covered you in this video. 📺

MON Protocol 🐉 $MON

20,869 Aufrufe • vor 1 Jahr

A packed house. Great conversations. Real momentum. Thank you to everyone who joined us in Seoul before the launch of $ARIAIP, from the Aria and $IP communities to our partners at Story Protocol Legacy, B-Harvest, Buidlpad and D'CENT Wallet. The future of onchain IP RWA is being built together. This is Aria!

A packed house. Great conversations. Real momentum. Thank you to everyone who joined us in Seoul before the launch of $ARIAIP, from the Aria and $IP communities to our partners at Story Protocol Legacy, B-Harvest, Buidlpad and D'CENT Wallet. The future of onchain IP RWA is being built together. This is Aria!

Aria

21,312 Aufrufe • vor 8 Monaten

Sam Altman on competition with Google: ▫️a huge threat ▫️if they had taken OpenAI seriously in 2023, could have “smashed” the startup ▫️Google has “probably the greatest business model” in tech and hesitant to give it up ▫️this is opportunity for OpenAI, since it is redesigning the computing experience from scratch while Google is “bolting AI onto the existing way of doing things” ▫️he believes Google’s approach of “bolting AI” is a weakness “even though they have this huge distribution advantage.”

Sam Altman on competition with Google: ▫️a huge threat ▫️if they had taken OpenAI seriously in 2023, could have “smashed” the startup ▫️Google has “probably the greatest business model” in tech and hesitant to give it up ▫️this is opportunity for OpenAI, since it is redesigning the computing experience from scratch while Google is “bolting AI onto the existing way of doing things” ▫️he believes Google’s approach of “bolting AI” is a weakness “even though they have this huge distribution advantage.”

Bearly AI

411,986 Aufrufe • vor 6 Monaten

📁 Aravind Srinivas, CEO of Perplexity, says that the end of Google’s monopoly would come with an AI-native operating system, backed by major phone makers, that breaks free from Android and iOS and removes Google as the default search engine, undermining its core mobile advertising business. Comet is the first step toward that goal.

📁 Aravind Srinivas, CEO of Perplexity, says that the end of Google’s monopoly would come with an AI-native operating system, backed by major phone makers, that breaks free from Android and iOS and removes Google as the default search engine, undermining its core mobile advertising business. Comet is the first step toward that goal.

Jon Hernandez

81,985 Aufrufe • vor 11 Monaten

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Google just launched a direct attack on Nvidia's most valuable asset. Not their chips. Their SOFTWARE. And if this works, Nvidia's $4 trillion empire collapses. Here's what just leaked: Google is building "TorchTPU" - a secret project that makes PyTorch seamlessly run on Google's TPU chips instead of Nvidia GPUs. Why does this matter? PyTorch is the MOST USED AI framework on Earth. Every AI developer uses it. And PyTorch was built around Nvidia's CUDA software. Wall Street analysts call CUDA "Nvidia's strongest defensive wall." It's the reason companies can't easily switch away from Nvidia even when alternatives exist. You don't just buy Nvidia chips. You buy into their entire ecosystem. Switching costs MILLIONS in engineering work. Months of rewrites. Performance drops. So companies stay locked in. Even when Nvidia raises prices. Even when supply runs short. That's not a hardware moat. That's a SOFTWARE prison. And Google just found the escape route. Here's the problem Nvidia created for itself: Google's TPU chips are actually GOOD. Competitive performance. Better availability. Lower cost. But developers won't use them because Google's chips run JAX (Google's internal framework), not PyTorch. That means if you want to use Google TPUs, you have to rewrite your entire codebase. Nobody wants to do that. So Google TPUs sit unused while developers fight over Nvidia chips. Until now. TorchTPU makes PyTorch run natively on Google hardware. No rewrites. No performance loss. No months of engineering. You just... switch. And Google is partnering with META (who built PyTorch) to make it happen. They're even considering OPEN-SOURCING parts of it to speed adoption. Translation: Google is willing to give this away for free just to break Nvidia's lock. The implications are insane: Every company currently paying Nvidia's premium prices suddenly has a way out. Oracle, Microsoft, OpenAI - all locked into Nvidia's ecosystem - can switch to Google. Nvidia's pricing power evaporates overnight. And the timing is perfect: Nvidia is already facing heat. Semiconductor index dropped 3% today. Oracle just lost their biggest investor over AI spending concerns. Companies are realizing AI infrastructure costs are unsustainable. Now Google hands them an alternative. Same performance. Lower cost. Better availability. Jensen Huang knows exactly what this means. CUDA has been Nvidia's untouchable advantage for YEARS. It's why Nvidia trades at 50x earnings while AMD trades at 25x. The software moat justified the premium. But if Google removes that switching cost? Nvidia becomes just another chip company. And chip companies compete on price, not ecosystem lock-in. Here's what happens next: Google needs 12-18 months to make TorchTPU production-ready. If it works, cloud providers will adopt it instantly. They WANT an alternative to Nvidia's monopoly pricing. Amazon already building their own Trainium chips. Microsoft making Maia. They're all trying to escape Nvidia. Google just gave them the software bridge. Nvidia's response options are limited: They can't buy Google. Can't kill PyTorch (Meta owns it). Can't stop open source. Their only play is to keep improving CUDA faster than Google can catch up. But that's a race, not a moat. The market isn't pricing this in yet. Nvidia down 2% today. Google down 2%. Investors think this is just "another competitor." They don't understand this is an attack on the FOUNDATION of Nvidia's valuation. Hardware is replaceable. Software lock-in is what made Nvidia worth $4 trillion. Google is attacking the lock-in. Watch what happens in 2026 when TorchTPU goes live and companies realize they can actually leave Nvidia. The "Nvidia is unstoppable" narrative dies. And a $4 trillion valuation built on software moats gets repriced.

Ricardo

1,615,983 Aufrufe • vor 7 Monaten

I'm excited to announce that Wizard is officially in beta here at Story. Our founding team comes from Apple, Disney, Google, and ILM — we're hiring! Come build the future of editing.

I'm excited to announce that Wizard is officially in beta here at Story. Our founding team comes from Apple, Disney, Google, and ILM — we're hiring! Come build the future of editing.

Jason Carman

34,386 Aufrufe • vor 3 Monaten

On Friday, I hosted a Space with Jonathan Ross, the founder and CEO of Groq Inc - a company I invested in that is building custom chips for AI inference. Jonathan, a former high-school dropout, entered the chip industry while working on ad optimization at Google’s New York office. Jonathan overheard the speech recognition team complaining that they couldn't get enough compute. These were the early days of AI, and machine learning wasn’t really a thing yet. So he asked for some budget from Google and started putting together a chip-based machine learning accelerator for them. During the day, Jonathan would work in the normal ads part of the business, and at night, he would work with the accelerator team. After winning approval from Google, Jonathan and his team built a new chip called the Tensor Processing Unit, and began deploying it across Google’s data centers within a year. The TPU was a huge success within Google, eventually underpinning more than 50% of all of Google’s compute power. When the other hyper-scalers learned of this success, they tried to hire Jonathan to build custom chips for them too. During this process, it became increasingly clear to Jonathan that a gap would emerge between companies that had access to next-gen compute and companies that didn’t. So he founded Groq and set out to build a chip that would be available to everyone. I led Groq’s founding investment in 2016, and since then, Jonathan and his team have developed several types of AI hardware including the Language Processing Unit (LPU), a new type of silicon that is hyper-efficient at running inference for LLMs. In our conversation on Friday, we discussed the founding story of Groq, what you need for great AI hardware, large language models, and some of the implications for the key players in AI. It’s one of the most interesting conversations I’ve had on AI with a lot of learnings. You can listen to our conversation below:

On Friday, I hosted a Space with Jonathan Ross, the founder and CEO of Groq Inc - a company I invested in that is building custom chips for AI inference. Jonathan, a former high-school dropout, entered the chip industry while working on ad optimization at Google’s New York office. Jonathan overheard the speech recognition team complaining that they couldn't get enough compute. These were the early days of AI, and machine learning wasn’t really a thing yet. So he asked for some budget from Google and started putting together a chip-based machine learning accelerator for them. During the day, Jonathan would work in the normal ads part of the business, and at night, he would work with the accelerator team. After winning approval from Google, Jonathan and his team built a new chip called the Tensor Processing Unit, and began deploying it across Google’s data centers within a year. The TPU was a huge success within Google, eventually underpinning more than 50% of all of Google’s compute power. When the other hyper-scalers learned of this success, they tried to hire Jonathan to build custom chips for them too. During this process, it became increasingly clear to Jonathan that a gap would emerge between companies that had access to next-gen compute and companies that didn’t. So he founded Groq and set out to build a chip that would be available to everyone. I led Groq’s founding investment in 2016, and since then, Jonathan and his team have developed several types of AI hardware including the Language Processing Unit (LPU), a new type of silicon that is hyper-efficient at running inference for LLMs. In our conversation on Friday, we discussed the founding story of Groq, what you need for great AI hardware, large language models, and some of the implications for the key players in AI. It’s one of the most interesting conversations I’ve had on AI with a lot of learnings. You can listen to our conversation below:

Chamath Palihapitiya

326,663 Aufrufe • vor 2 Jahren

Sergey Brin on the genius of Jeff Dean. He credits Jeff’s early obsession with neural networks, back when they were “telling cats from dogs”, as the spark for everything. TPU was Jeff’s idea. He calculated that if users spoke to Google for just three minutes a day, Google would have to double its CPU data centers. Instead of buying more CPUs, Jeff decided to build a new chip for AI. What’s fascinating is that when AI was not as big as today, when it can only “tell cats from dogs,” Larry and Sergey were like, “Cool, let’s make a custom chip for it.” That’s a huge show of confidence in deep tech and top-tier technical talent. It makes Google the only AI company that has the top models, top chips, and top data centers.

Sergey Brin on the genius of Jeff Dean. He credits Jeff’s early obsession with neural networks, back when they were “telling cats from dogs”, as the spark for everything. TPU was Jeff’s idea. He calculated that if users spoke to Google for just three minutes a day, Google would have to double its CPU data centers. Instead of buying more CPUs, Jeff decided to build a new chip for AI. What’s fascinating is that when AI was not as big as today, when it can only “tell cats from dogs,” Larry and Sergey were like, “Cool, let’s make a custom chip for it.” That’s a huge show of confidence in deep tech and top-tier technical talent. It makes Google the only AI company that has the top models, top chips, and top data centers.

Yuchen Jin

473,372 Aufrufe • vor 7 Monaten

Google is making $62 billion a quarter destroying the websites it NEEDS to survive. This is literally a death spiral that ends with Google killing itself. Let me explain what's going on... Google added AI summaries to the top of every search result in 2024. When you Google something now, the answer sits right there on Google's page. You never have to click anywhere. Google took the information from someone else's website, summarized it, and kept you inside Google's ecosystem. The result: 60% of all Google searches now end without a single click to any website. Small publishers lost 60% of their traffic in one year. Medium publishers lost 47%. Even the biggest names in media, the New York Times, the Washington Post, Business Insider, all saw traffic fall between 22% and 55%. The Axios CEO called it "a referral extinction event for the ad-supported web." Google's response to all of this was to tell publishers they can "opt out" of having their content summarized. But opting out also REMOVES your description from normal search results. So the choice Google gives you is let us steal your content for free, or become invisible on the internet. That's extortion. The Washington Post laid off another round of journalists this year because of it. Stereogum, one of the most respected music publications on the internet, had to BEG readers for donations. Business Insider cut 21% of its staff. Dozens of smaller publishers have shut down entirely. The people who actually CREATE the information Google summarizes are going bankrupt while Google posts record revenue. But here's where this gets interesting and where everyone stops thinking: Google's AI summaries are only as good as the content they summarize. If the publishers who write the original articles, run the original investigations, and create the original data go out of business, there is nothing left for Google to summarize. The AI starts recycling old information, the answers get stale, the quality drops, and users start noticing that Google's summaries are increasingly wrong, outdated, or useless. Google is essentially strip-mining the internet for short-term revenue. They are extracting all the value from content creators without paying for it, driving those creators out of business, and then wondering why the quality of their own product is declining. This is exactly what Napster did to the music industry in the early 2000s: Made content free, creators went broke, and quality collapsed. It took a decade to rebuild. Google is doing the same thing to the entire internet at 100x the scale. Rolling Stone, Variety, Deadline, The Hollywood Reporter, and Billboard are now suing Google for antitrust violations. Chegg, the education platform, lost 49% of its traffic and is suing too. The UK's competition authority just ordered Google to let publishers opt out without being punished. The DOJ already ruled Google is an illegal monopoly. And Google's defense in court is genuinely unbelievable. They argue that publishers CHOOSE to let Google index their content and can leave anytime they want. That's like saying you choose to pay protection money to the mob because technically you could close your business and move to another city. Google controls 90% of search. Leaving Google means leaving the internet. Meanwhile Google is investing billions in custom AI chips to make these summaries cheaper at scale. Every quarter the problem gets worse. The internet as we've known it for 25 years ran on a simple deal: Publishers make content. Google sends traffic. Advertisers pay for the traffic. Everyone wins. But Google just BROKE that deal and kept all the money.

Google is making $62 billion a quarter destroying the websites it NEEDS to survive. This is literally a death spiral that ends with Google killing itself. Let me explain what's going on... Google added AI summaries to the top of every search result in 2024. When you Google something now, the answer sits right there on Google's page. You never have to click anywhere. Google took the information from someone else's website, summarized it, and kept you inside Google's ecosystem. The result: 60% of all Google searches now end without a single click to any website. Small publishers lost 60% of their traffic in one year. Medium publishers lost 47%. Even the biggest names in media, the New York Times, the Washington Post, Business Insider, all saw traffic fall between 22% and 55%. The Axios CEO called it "a referral extinction event for the ad-supported web." Google's response to all of this was to tell publishers they can "opt out" of having their content summarized. But opting out also REMOVES your description from normal search results. So the choice Google gives you is let us steal your content for free, or become invisible on the internet. That's extortion. The Washington Post laid off another round of journalists this year because of it. Stereogum, one of the most respected music publications on the internet, had to BEG readers for donations. Business Insider cut 21% of its staff. Dozens of smaller publishers have shut down entirely. The people who actually CREATE the information Google summarizes are going bankrupt while Google posts record revenue. But here's where this gets interesting and where everyone stops thinking: Google's AI summaries are only as good as the content they summarize. If the publishers who write the original articles, run the original investigations, and create the original data go out of business, there is nothing left for Google to summarize. The AI starts recycling old information, the answers get stale, the quality drops, and users start noticing that Google's summaries are increasingly wrong, outdated, or useless. Google is essentially strip-mining the internet for short-term revenue. They are extracting all the value from content creators without paying for it, driving those creators out of business, and then wondering why the quality of their own product is declining. This is exactly what Napster did to the music industry in the early 2000s: Made content free, creators went broke, and quality collapsed. It took a decade to rebuild. Google is doing the same thing to the entire internet at 100x the scale. Rolling Stone, Variety, Deadline, The Hollywood Reporter, and Billboard are now suing Google for antitrust violations. Chegg, the education platform, lost 49% of its traffic and is suing too. The UK's competition authority just ordered Google to let publishers opt out without being punished. The DOJ already ruled Google is an illegal monopoly. And Google's defense in court is genuinely unbelievable. They argue that publishers CHOOSE to let Google index their content and can leave anytime they want. That's like saying you choose to pay protection money to the mob because technically you could close your business and move to another city. Google controls 90% of search. Leaving Google means leaving the internet. Meanwhile Google is investing billions in custom AI chips to make these summaries cheaper at scale. Every quarter the problem gets worse. The internet as we've known it for 25 years ran on a simple deal: Publishers make content. Google sends traffic. Advertisers pay for the traffic. Everyone wins. But Google just BROKE that deal and kept all the money.

Ricardo

250,706 Aufrufe • vor 2 Monaten

We spoke to Jason Zhao cofounder of Story to explore how bringing IP and copyright onchain can revolutionize the way creators protect, share, and license their work in the digital age 💿🚀 Chapters 00:00 - Intro: Jason Zhao, Co-founder and Chief Protocol Officer at Story Protocol 00:45 - How Story Protocol is revolutionizing IP management on blockchain 01:16 - Case study: Acquiring Justin Bieber's "Peaches" song rights 02:34 - The vision: Making IP as programmable as stablecoins 05:15 - Jason's background: From AI at DeepMind to blockchain 08:58 - Story's technical architecture: Custom Layer 1 blockchain 11:13 - Proof of Creativity Protocol explained 13:15 - Storing full IP rights and metadata (beyond NFTs) 18:47 - Legal framework and enforceable IP licenses 21:36 - Mainstream IP vs. native Story Protocol IP 24:07 - DeFi integration: Royalties and liquid IP markets 27:31 - How creators monetize their work on Story 29:50 - Tokenomics and the Big Bang staking event 33:51 - Roadmap: IP Portal and future upgrades 37:23 - David Goyer (Dark Knight trilogy) launching new IP on Story 38:28 - Fraud prevention and attestation services 45:02 - Staking mechanics and validator system 49:08 - Meme coins and IP-backed tokens 54:20 - The long-term vision: "HTTP for IP"

We spoke to Jason Zhao cofounder of Story to explore how bringing IP and copyright onchain can revolutionize the way creators protect, share, and license their work in the digital age 💿🚀 Chapters 00:00 - Intro: Jason Zhao, Co-founder and Chief Protocol Officer at Story Protocol 00:45 - How Story Protocol is revolutionizing IP management on blockchain 01:16 - Case study: Acquiring Justin Bieber's "Peaches" song rights 02:34 - The vision: Making IP as programmable as stablecoins 05:15 - Jason's background: From AI at DeepMind to blockchain 08:58 - Story's technical architecture: Custom Layer 1 blockchain 11:13 - Proof of Creativity Protocol explained 13:15 - Storing full IP rights and metadata (beyond NFTs) 18:47 - Legal framework and enforceable IP licenses 21:36 - Mainstream IP vs. native Story Protocol IP 24:07 - DeFi integration: Royalties and liquid IP markets 27:31 - How creators monetize their work on Story 29:50 - Tokenomics and the Big Bang staking event 33:51 - Roadmap: IP Portal and future upgrades 37:23 - David Goyer (Dark Knight trilogy) launching new IP on Story 38:28 - Fraud prevention and attestation services 45:02 - Staking mechanics and validator system 49:08 - Meme coins and IP-backed tokens 54:20 - The long-term vision: "HTTP for IP"

The Defiant

20,873 Aufrufe • vor 1 Jahr

How is this not big news? BUSTED: The Kamala Harris campaign admits it conducted a massive online misinformation scheme with the help of Google. Google claims a glitch in its system allowed the Harris campaign to run counterfeit headlines that appeared to originate from the AP and Reuters.

How is this not big news? BUSTED: The Kamala Harris campaign admits it conducted a massive online misinformation scheme with the help of Google. Google claims a glitch in its system allowed the Harris campaign to run counterfeit headlines that appeared to originate from the AP and Reuters.

A Man Of Memes

1,006,720 Aufrufe • vor 1 Jahr

CRYPTO AI INTERVIEW: NAPSTER MOMENT FOR WEB3? , co-founder of Story , dives into how blockchain revolutionizes intellectual property (IP) in the AI age with Buzz 巴斯光年 . From tokenizing IP to programmable assets, Jason explains why IP could be the next trillion-dollar asset class in blockchain—and how AI is forcing a "Napster Moment" for copyright. This conversation explores Story Protocol’s mission to bring IP on-chain, AI’s impact on IP markets, and the disruption of traditional systems. 0:44 – What is Story Protocol? Transforming IP into programmable assets. 2:10 – Jason’s Journey: From DeepMind to Blockchain Innovation. 3:35 – IP in AI: Why it’s critical in the AI era. 5:50 – Tokenizing IP: Bringing intellectual property on-chain. 8:10 – Blockchain for IP: A transparent global system. 10:15 – Story’s Vision: The foundation for Web3 IP. 12:00 – AI’s Impact: How AI reshapes IP needs. 14:00 – Partnerships: Collaborating with Stability AI. 15:30 – IP as Assets: Bridging IP with DeFi. 18:00 – AI Agents: Using Story for licensing. 20:05 – Future Markets: Building composable IP systems. 22:40 – Disrupting IP: Blockchain vs. traditional systems. 24:15 – More Valuable Than Data: IP’s role in AI innovation. 26:30 – A Napster Moment: Redefining IP for the AI era. 28:00 – What’s Next? Roadmap and mainnet launch.

CRYPTO AI INTERVIEW: NAPSTER MOMENT FOR WEB3? , co-founder of Story , dives into how blockchain revolutionizes intellectual property (IP) in the AI age with Buzz 巴斯光年 . From tokenizing IP to programmable assets, Jason explains why IP could be the next trillion-dollar asset class in blockchain—and how AI is forcing a "Napster Moment" for copyright. This conversation explores Story Protocol’s mission to bring IP on-chain, AI’s impact on IP markets, and the disruption of traditional systems. 0:44 – What is Story Protocol? Transforming IP into programmable assets. 2:10 – Jason’s Journey: From DeepMind to Blockchain Innovation. 3:35 – IP in AI: Why it’s critical in the AI era. 5:50 – Tokenizing IP: Bringing intellectual property on-chain. 8:10 – Blockchain for IP: A transparent global system. 10:15 – Story’s Vision: The foundation for Web3 IP. 12:00 – AI’s Impact: How AI reshapes IP needs. 14:00 – Partnerships: Collaborating with Stability AI. 15:30 – IP as Assets: Bridging IP with DeFi. 18:00 – AI Agents: Using Story for licensing. 20:05 – Future Markets: Building composable IP systems. 22:40 – Disrupting IP: Blockchain vs. traditional systems. 24:15 – More Valuable Than Data: IP’s role in AI innovation. 26:30 – A Napster Moment: Redefining IP for the AI era. 28:00 – What’s Next? Roadmap and mainnet launch.

Mario Nawfal

253,886 Aufrufe • vor 1 Jahr

Heads of State is the best streaming action film I’ve seen. This should be playing in every drive-in movie theatre. Loaded with great character actors. Cut from the same cloth as Shoot ‘Em Up. Aggressively and hilariously Pro-NATO. A B film that earns its +.

Heads of State is the best streaming action film I’ve seen. This should be playing in every drive-in movie theatre. Loaded with great character actors. Cut from the same cloth as Shoot ‘Em Up. Aggressively and hilariously Pro-NATO. A B film that earns its +.

Rolo Tony

388,733 Aufrufe • vor 1 Jahr

Story turns IP into Lego pieces. Each block fits into another, forming something new. The original and future creators are always recognized and rewarded. Our ecosystem apps are already making this possible. > Your favorite Justin Bieber or BLACKPINK songs pay out yields from income rights ( Aria ). > Major crypto IPs like Moonbirds and Azuki can be used to create games and custom merch with AI ( ABLO & Verse 8 | Why Code, Just Verse 8 ) > Datasets used to train physical AI models reward the contributors who helped build them. ( Poseidon ) This is what programmable IP enables: access to new markets and assets that were previously out of reach to the everyday user.

Story turns IP into Lego pieces. Each block fits into another, forming something new. The original and future creators are always recognized and rewarded. Our ecosystem apps are already making this possible. > Your favorite Justin Bieber or BLACKPINK songs pay out yields from income rights ( Aria ). > Major crypto IPs like Moonbirds and Azuki can be used to create games and custom merch with AI ( ABLO & Verse 8 | Why Code, Just Verse 8 ) > Datasets used to train physical AI models reward the contributors who helped build them. ( Poseidon ) This is what programmable IP enables: access to new markets and assets that were previously out of reach to the everyday user.

S.Y. Lee

40,929 Aufrufe • vor 8 Monaten