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Google has a Gemini Problem, and Chamath has a plan to fix it 📈 On E225, the besties discussed how Google can cut ChatGPT's lead over Gemini without killing its $200B/year search ads business. David Sacks: "I think the problem that Google has with respect to ChatGPT, is Gemini... is not getting the usage, and ChatGPT is just growing like crazy." "If you look at how these models perform according to the benchmarks, Gemini is actually really good, but they have not caught up on the usage side." david friedberg: "Chamath, you're the CEO of Google, you've got a $200B run rate search ad business." "What's the right integration of Gemini such that you don't massively disrupt the search ad business overnight?" "Or do you not care and you're just gonna do it? I think that's the conundrum (Google) is dealing with." Chamath Palihapitiya: " The more difficult question is, what does the integration look like?" "They're already inserting Gemini in all kinds of uncomfortable ways." "So for example, if you use Gmail, or if you use Google Workspace, what happens today is all these random Gemini pop-ups come up all over the place." "That is an implementation that happened at way too junior a level by people that have no product taste." "And if you use the products every day, it would be hard for you to disagree with me." David Sacks: " The Google homepage, would you replace that with an AI chatbot?" Chamath Palihapitiya: " No. Here's what I would do: I would first go to the critical other points that are around, that today do not cannibalize the blue links." "If you look at the traffic patterns, almost as a Sankey diagram, the real thing you should be looking at here is where are the entry points into Google that then result in a clickable link." "And what it would show you is that there are certain places that are highly de-optimized today for revenue generating events." "They happen as a byproduct, but they don't happen as the use case." "So in that example, you would put Gmail as a critical place, the Google one subscription, and there's like five or six other places." "That's where I would put Gemini as the front door and start to habituate 300 to 500 million people a week in using that." "I think then you can figure out over time how much money you can make from all of that, or how it directs derivative revenue, and figure out what to do with Google dot com last." "But my point is, the experience in Gmail should be done today." "The experience in YouTube should be done today." "The experience in Google one should be done today."show more

The All-In Podcast

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100,671 görüntüleme • 1 yıl önce •via X (Twitter)

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11 Yorum

Justis profil fotoğrafı

Justis1 yıl önce

Where does the product fit naturally without being stuffed uncomfortably? Great questions asked here and they are the same ones the team at @InfraX_ asks a lot too in regard to making open source AI workflows as natural and as accessible as possible $INFRA-structure is an answer

Wonderchat profil fotoğrafı

Wonderchat2 yıl önce

Automate up to 70% of your customer support today. Save time and help your users find answers quickly. Try now at

M profil fotoğrafı

M1 yıl önce

@DavidSacks How about chamath fix his SPACs first before fixing Google? How many billions have chamath scammed so far?

Dustin Burnham profil fotoğrafı

Dustin Burnham1 yıl önce

@DavidSacks This is a trillion dollar question. Google has a short window to stay relevant. Google search is vastly inferior to perplexity and @grok.

Pantheon Terminal profil fotoğrafı

Pantheon Terminal1 yıl önce

@DavidSacks The Gemini problem can be solved. If you look at it from first principles.

Tus profil fotoğrafı

Tus1 yıl önce

@DavidSacks @OfficialLoganK any thoughts?

Hassan🧬 profil fotoğrafı

Hassan🧬1 yıl önce

@DavidSacks Kill the lucky button, pit Gemini highlighted there. Also insert some ads for non-Google logged i users on homepage. Problem solved.

RocVillani profil fotoğrafı

RocVillani1 yıl önce

@DavidSacks My favorite podcast!

Michael de la Vega 🇳🇱🧡 profil fotoğrafı

Michael de la Vega 🇳🇱🧡1 yıl önce

@DavidSacks I’ll tell you what’s the problem…America The U.S. has become a totalitarian regime. It’s uninvestable Google, Microsoft who cares. It’s all crap

Check to Check 🔥 profil fotoğrafı

Check to Check 🔥1 yıl önce

Everyone keeps asking, “How can Google catch ChatGPT?” Wrong question. Chamath nailed it: Google’s real problem isn’t Gemini’s quality, it’s inertia inside a $200B machine. You can’t bolt AI onto old habits. You have to retrain users — not through random popups, but through new behaviors in products people already live in (Gmail, YouTube, Google One). Chamath’s plan isn’t just tactical. It’s survival instinct. He’s saying: Before you try to disrupt the world, you better disrupt yourself. And right now? Google’s too afraid of hurting next quarter’s ad revenue to save its next decade. If they don’t fix that, Gemini won’t be the only thing lagging. Google itself will.

Kimberly Brooks profil fotoğrafı

Kimberly Brooks1 yıl önce

@DavidSacks brilliant.

Benzer Videolar

J-Cal Explains Why Google is UNDERRATED in AI 👀 On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search. @jason broke down why he thinks Google is being slept on: "I think there's a chance that we're underestimating the power of Google's ad network right now." "They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android." "They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out." "It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable." "We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results." "So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in." "That could be a better advertising product than even search itself." "I think YouTube search is the place to go all-in." "Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing." "You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar." "You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?" "And it should do a Gemini search inside of Google Calendar. It's very light right now." "And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."

J-Cal Explains Why Google is UNDERRATED in AI 👀 On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search. @jason broke down why he thinks Google is being slept on: "I think there's a chance that we're underestimating the power of Google's ad network right now." "They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android." "They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out." "It's quite possible that knowing your queries in Gemini, knowing what you're doing in Calendar, knowing what you're watching on YouTube could lead to a stream of more targeted ads that do better and are more valuable." "We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results." "So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in." "That could be a better advertising product than even search itself." "I think YouTube search is the place to go all-in." "Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing." "You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar." "You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?" "And it should do a Gemini search inside of Google Calendar. It's very light right now." "And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."

The All-In Podcast

58,268 görüntüleme • 1 yıl önce

Last week, we introduced Personal Intelligence in the Google Gemini. Today, we’re bringing that same helpful experience to AI Mode in Google Search 🔍 Now, you can securely connect Search to Google apps like Gmail and Google Photos to get responses that are uniquely relevant to you. This experimental feature is built with Gemini 3, our most intelligent model, and is strictly opt-in — meaning you choose if and when you want to connect these apps. Here’s what that looks like in Search 🧵(1/7) ↓

Last week, we introduced Personal Intelligence in the Google Gemini. Today, we’re bringing that same helpful experience to AI Mode in Google Search 🔍 Now, you can securely connect Search to Google apps like Gmail and Google Photos to get responses that are uniquely relevant to you. This experimental feature is built with Gemini 3, our most intelligent model, and is strictly opt-in — meaning you choose if and when you want to connect these apps. Here’s what that looks like in Search 🧵(1/7) ↓

Google

1,102,145 görüntüleme • 4 ay önce

The Biggest Opportunity in Consumer AI: Google Going Full OpenClaw David Sacks: “Google is going to compete very vigorously for the consumer because it is existential to them. It's very clear that search and AI chat are kind of merging into one space. I also think that Google is in an outstanding position to do the whole OpenClaw thing because they already have access to your calendar, your documents, your email. The agent doesn't really have to earn your trust because you already trust Google with all of your stuff.” Chamath Palihapitiya: “They're the only one that has so much free cash flow that they can almost view it as two separate companies, which it effectively is. GCP over here runs the enterprise play, and then Google Consumer over here runs the consumer chatbot play. And they can keep them segregated. That's so much harder for a startup to do because on top of just keeping everybody organized, you have the financing problem of constantly having to raise more money because you don't yet have a profit engine that spits out cash. They're probably the only one. And you can see it in the valuations. People believe the durability of Google more than they believe the durability of anything else.” @jason: “Google has announced Google Workspace Studio to do AI automation, and people are playing with it already. So they have joined the OpenClaw party.”

The Biggest Opportunity in Consumer AI: Google Going Full OpenClaw David Sacks: “Google is going to compete very vigorously for the consumer because it is existential to them. It's very clear that search and AI chat are kind of merging into one space. I also think that Google is in an outstanding position to do the whole OpenClaw thing because they already have access to your calendar, your documents, your email. The agent doesn't really have to earn your trust because you already trust Google with all of your stuff.” Chamath Palihapitiya: “They're the only one that has so much free cash flow that they can almost view it as two separate companies, which it effectively is. GCP over here runs the enterprise play, and then Google Consumer over here runs the consumer chatbot play. And they can keep them segregated. That's so much harder for a startup to do because on top of just keeping everybody organized, you have the financing problem of constantly having to raise more money because you don't yet have a profit engine that spits out cash. They're probably the only one. And you can see it in the valuations. People believe the durability of Google more than they believe the durability of anything else.” @jason: “Google has announced Google Workspace Studio to do AI automation, and people are playing with it already. So they have joined the OpenClaw party.”

The All-In Podcast

74,996 görüntüleme • 2 ay önce

Travis Kalanick: Tesla is the Google of the Physical AI Era “I like to break down the physical AI stack: (it) includes computation, a physical AI model, all the things you think of.” “What about land? Development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack.” “When you look at the stack, you're like, ‘Damn, Tesla's got this sh*t.’ They are the Google of this era.” “What I mean by that is, if you were doing a startup in the 2000s, the first question you would get is, ‘Why isn't Google gonna kill you?’ Or, ‘Why isn't Google just gonna do it?’ They’re not even gonna know that they killed you.” “And before that, it was Microsoft in the late 90s. Uber had a time, 2010s.” “But in the physical AI space, that's sort of a Tesla thing.” -------------------------------------------- Thanks to our partner for making this happen!: EY (EY) Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

Travis Kalanick: Tesla is the Google of the Physical AI Era “I like to break down the physical AI stack: (it) includes computation, a physical AI model, all the things you think of.” “What about land? Development? That should be in that stack. What about chemistry? That needs to be in the stack. Manufacturing needs to be a stack.” “When you look at the stack, you're like, ‘Damn, Tesla's got this sh*t.’ They are the Google of this era.” “What I mean by that is, if you were doing a startup in the 2000s, the first question you would get is, ‘Why isn't Google gonna kill you?’ Or, ‘Why isn't Google just gonna do it?’ They’re not even gonna know that they killed you.” “And before that, it was Microsoft in the late 90s. Uber had a time, 2010s.” “But in the physical AI space, that's sort of a Tesla thing.” -------------------------------------------- Thanks to our partner for making this happen!: EY (EY) Austin vibes meet AI innovation. Thanks to EY for co‑hosting with us at #SXSW. Discover what executives are saying about AI transformation in the latest AI Pulse Survey.

The All-In Podcast

94,872 görüntüleme • 2 ay önce

Gemini for Android is here! This new app makes it easier to access Google's chatbot, powered by the Gemini Pro LLM, right from your Android device. You can ask Gemini a question by tapping the launcher icon or long-pressing the power button. Once invoked, the Gemini overlay lets you enter a text or text+image prompt. You can tap the camera icon to snap a photo or press the "add this screen" button to take a screenshot of the current page to include in your prompt. The Gemini app for Android is available on Google Play with support for English, but support for Korean and Japanese will be coming next week. While there won't be an app for iOS, iPhone users can access Gemini by opening the Google App and tapping the "Gemini" button up top. How can you long-press the power button to invoke Gemini if that gesture is handled by Google Assistant? The answer is that the Gemini Android app can replace Google Assistant as your default assistant if you want, meaning all the ways you'd normally invoke Google Assistant on your phone can instead invoke Gemini. Unfortunately, Gemini currently doesn't offer ALL the same functionality as Google Assistant and requires an active data connection, but more features will be added over time. There's also now a Gemini Advanced tier, which offers access to Google's most powerful Ultra 1.0 LLM. Access to Gemini Advanced requires a subscription to the new $20/month "AI Premium" Google One plan, which offers the same benefits as the 2TB plan but adds access to Gemini Advanced and soon Gemini features in Gmail, Docs, & other Workspace apps (formerly under the Duet AI umbrella). Gemini Advanced is available in English on the web.

Gemini for Android is here! This new app makes it easier to access Google's chatbot, powered by the Gemini Pro LLM, right from your Android device. You can ask Gemini a question by tapping the launcher icon or long-pressing the power button. Once invoked, the Gemini overlay lets you enter a text or text+image prompt. You can tap the camera icon to snap a photo or press the "add this screen" button to take a screenshot of the current page to include in your prompt. The Gemini app for Android is available on Google Play with support for English, but support for Korean and Japanese will be coming next week. While there won't be an app for iOS, iPhone users can access Gemini by opening the Google App and tapping the "Gemini" button up top. How can you long-press the power button to invoke Gemini if that gesture is handled by Google Assistant? The answer is that the Gemini Android app can replace Google Assistant as your default assistant if you want, meaning all the ways you'd normally invoke Google Assistant on your phone can instead invoke Gemini. Unfortunately, Gemini currently doesn't offer ALL the same functionality as Google Assistant and requires an active data connection, but more features will be added over time. There's also now a Gemini Advanced tier, which offers access to Google's most powerful Ultra 1.0 LLM. Access to Gemini Advanced requires a subscription to the new $20/month "AI Premium" Google One plan, which offers the same benefits as the 2TB plan but adds access to Gemini Advanced and soon Gemini features in Gmail, Docs, & other Workspace apps (formerly under the Duet AI umbrella). Gemini Advanced is available in English on the web.

Mishaal Rahman

38,428 görüntüleme • 2 yıl önce

David Friedberg: Why Google Is Still a Money-Making Machine "There's a lot of resiliency in Google that I don't think people have given the company credit for. What earnings show is that there's significant growth. $9 billion in YouTube, $7.5 billion in non-Google ads, $10 billion in subscriptions with 270 million subscribers across subscription businesses, $12 billion in cloud revenue, which is growing 30% year over year. There's a lot of resiliency even if you take out search." david friedberg on The All-In Podcast with Andrew Ross Sorkin, Chamath Palihapitiya, and David Sacks

David Friedberg: Why Google Is Still a Money-Making Machine "There's a lot of resiliency in Google that I don't think people have given the company credit for. What earnings show is that there's significant growth. $9 billion in YouTube, $7.5 billion in non-Google ads, $10 billion in subscriptions with 270 million subscribers across subscription businesses, $12 billion in cloud revenue, which is growing 30% year over year. There's a lot of resiliency even if you take out search." david friedberg on The All-In Podcast with Andrew Ross Sorkin, Chamath Palihapitiya, and David Sacks

Overlap: Business & Tech

56,755 görüntüleme • 1 yıl önce

New upgrades to the Google Gemini are you helping you get more done: ✨Gemini Spark is your 24/7 personal AI agent that can take action on your behalf, under your direction. It seamlessly integrates with Gmail, Google Docs, and Slides to automate your workflows and, best of all, it can keep working even when your laptop is closed. ☀ ️Daily Brief is our newest out-of-the-box agent that gives you a personalized digest based on your goals, and suggests next steps. Daily Brief is rolling out starting today to all Google AI subscribers (18+) in the Gemini app, starting in the US. Gemini Spark is starting to roll out next week.

New upgrades to the Google Gemini are you helping you get more done: ✨Gemini Spark is your 24/7 personal AI agent that can take action on your behalf, under your direction. It seamlessly integrates with Gmail, Google Docs, and Slides to automate your workflows and, best of all, it can keep working even when your laptop is closed. ☀ ️Daily Brief is our newest out-of-the-box agent that gives you a personalized digest based on your goals, and suggests next steps. Daily Brief is rolling out starting today to all Google AI subscribers (18+) in the Gemini app, starting in the US. Gemini Spark is starting to roll out next week.

Google AI

37,947 görüntüleme • 22 gün önce

Trump goes on unintelligible rant: “Google, nobody called from Google. One of the things like doing a show like yours, your show, you know, you see it on Fox, but when you really see it is all over the place, they take clips of your show that you're doing right now with me and if I do a good job, they're gonna vote for me, they're gonna vote for me because it's not just on Fox, it's on Fox is a smaller part of it. You're on all over this, those little beautiful cell phones you're on, you're all over the place. You have a product, you have a great product. You have a great brand. So you have to get out, you have to get out, you have to do things like your show and other shows and Google has been very bad. They've been very irresponsible and I have a feeling that Google is gonna be close to shut down”

Headquarters

2,693,680 görüntüleme • 1 yıl önce

Jordan Peterson: "If you can't fix your room, you can't fix your life" "Why should you even bother improving yourself? The answer is something like: so you don't suffer anymore stupidly than you have to. And maybe so others don't have to either. It's not some casual self-help doctrine. If you don't organize yourself properly, you'll pay for it. In a big way. And so will the people around you." Peterson continues: "You can say, 'Well, I don't care about that.' But that's actually not true, you do care about it. Because if you're in pain, you will care about it. It's very rare that you can find someone in excruciating pain who would say, 'Well, it would be no better if I was out of this.' Pain brings the idea that it would be better if it didn't exist along with it. It's incontrovertible." On how to start: "Look around for something that bothers you and see if you can fix it. You can do this in a room. Sit in your bedroom and think: 'If I wanted to spend ten minutes making this room better, what would I have to do?' You have to ask yourself that, it's a genuine question. And things will pop out. There's a stack of papers bugging you. Some rubbish behind your computer monitor you haven't attended to for six months. Cables tangled up." He explains why this matters: "If you were coming to see me for psychotherapy, the easiest thing would be to get you to organize your room. You think, is that psychotherapy? It depends on how you conceive the limits of your being. Start where you can start. If something announces itself as in need of repair that you could repair, fix it. Fix a hundred things like that, your life will be a lot different." On fixing what you repeat every day: "People tend to think of their daily routines as trivial. You get up, brush your teeth, have breakfast. Those probably constitute 50% of your life. People think, they're mundane, I don't need to pay attention to them. No, that's exactly wrong. The things you do every day are the most important things you do. Hands down. Just do the arithmetic." On staying within your competence: "Sometimes you don't know how to fix something. Imagine you're walking down the street and there's a guy who's alcoholic and schizophrenic and has been homeless for ten years. That's a problem. It would be good if you could fix it, but you haven't got a clue. You walk around that and go find something you could fix. Just because something announces itself as in need of repair doesn't mean it's you, right then and there, who should repair it. You have to have some humility. You don't walk up to a helicopter that isn't working and just start tinkering away." Peterson shares the key insight: "As soon as you give your mind a genuine aim, it'll reconfigure the world in keeping with that aim. That's actually how you see to begin with. You've all seen the video where you watch basketballs being tossed back and forth, and while you're doing that, a gorilla walks into the middle of the video and you don't see it. If you thought about that experiment for five years, that would be about the right amount of time to spend thinking about it." He explains what it reveals: "What it shows you is that you see what you aim at. If you can get one thing through your head, that would be a good one. You see what you aim at. One inference you might draw from that is: be careful what you aim at. What you aim at determines the way the world manifests itself to you. So if the world is manifesting itself in a very negative way, one thing to ask is: are you aiming at the right thing?"

Jordan Peterson: "If you can't fix your room, you can't fix your life" "Why should you even bother improving yourself? The answer is something like: so you don't suffer anymore stupidly than you have to. And maybe so others don't have to either. It's not some casual self-help doctrine. If you don't organize yourself properly, you'll pay for it. In a big way. And so will the people around you." Peterson continues: "You can say, 'Well, I don't care about that.' But that's actually not true, you do care about it. Because if you're in pain, you will care about it. It's very rare that you can find someone in excruciating pain who would say, 'Well, it would be no better if I was out of this.' Pain brings the idea that it would be better if it didn't exist along with it. It's incontrovertible." On how to start: "Look around for something that bothers you and see if you can fix it. You can do this in a room. Sit in your bedroom and think: 'If I wanted to spend ten minutes making this room better, what would I have to do?' You have to ask yourself that, it's a genuine question. And things will pop out. There's a stack of papers bugging you. Some rubbish behind your computer monitor you haven't attended to for six months. Cables tangled up." He explains why this matters: "If you were coming to see me for psychotherapy, the easiest thing would be to get you to organize your room. You think, is that psychotherapy? It depends on how you conceive the limits of your being. Start where you can start. If something announces itself as in need of repair that you could repair, fix it. Fix a hundred things like that, your life will be a lot different." On fixing what you repeat every day: "People tend to think of their daily routines as trivial. You get up, brush your teeth, have breakfast. Those probably constitute 50% of your life. People think, they're mundane, I don't need to pay attention to them. No, that's exactly wrong. The things you do every day are the most important things you do. Hands down. Just do the arithmetic." On staying within your competence: "Sometimes you don't know how to fix something. Imagine you're walking down the street and there's a guy who's alcoholic and schizophrenic and has been homeless for ten years. That's a problem. It would be good if you could fix it, but you haven't got a clue. You walk around that and go find something you could fix. Just because something announces itself as in need of repair doesn't mean it's you, right then and there, who should repair it. You have to have some humility. You don't walk up to a helicopter that isn't working and just start tinkering away." Peterson shares the key insight: "As soon as you give your mind a genuine aim, it'll reconfigure the world in keeping with that aim. That's actually how you see to begin with. You've all seen the video where you watch basketballs being tossed back and forth, and while you're doing that, a gorilla walks into the middle of the video and you don't see it. If you thought about that experiment for five years, that would be about the right amount of time to spend thinking about it." He explains what it reveals: "What it shows you is that you see what you aim at. If you can get one thing through your head, that would be a good one. You see what you aim at. One inference you might draw from that is: be careful what you aim at. What you aim at determines the way the world manifests itself to you. So if the world is manifesting itself in a very negative way, one thing to ask is: are you aiming at the right thing?"

Jaynit

68,332 görüntüleme • 1 ay önce

Chamath: "Nvidia is not doing what's in the best interest of the United States." 🇺🇸🇨🇳 "I think we can all do the math. About 47% of all of NVIDIA's revenue goes to China and Chinese-related countries." "And I think when you peel back this onion, what you will find is a whole raft of companies that were stood up to buy these Nvidia GPUs to essentially act as a waystation for China." "And I think that is the big problem." "Let's have a thought starter: if 47% of all of the AI capability and horsepower is being shipped to three Asian countries, where do you think the apps that require that amount of horsepower live?" "Is there a Cursor of Bhutan that we did not know? Is there a great shopping app in Cambodia that's come out of nowhere, that's AI powered?" "I think the answer is no." "Every single time we have an advance in the United States, how is it that Alibaba shows up with something incredible? DeepSeek shows up with something better?" "At every turn and at every step of AI, they are at the same rate or one step ahead." "To be honest with you, I think the real problem that we have is that Nvidia is not doing what is in the best interest of the United States." "You have a American company that has been working around the guidelines at every turn to try to land silicon into the hands of China." "Late last year, they introduced this thing called the H20 that was explicitly designed for China and to be compliant with US rules at the time." "Which again, gives these guys substantial performance." "This is a case where (Nvidia) has plausible deniability. I sell something to a Singaporean registered company? Plausible deniability." "What am I supposed to do? You can't expect me to audit it. I think that's what NVIDIA's answer will be to this question." "But what is the real expectation? At a minimum, the United States should have a mechanism to understand it." "It is implausible that if you did one or two layers of work, you would not find that most of this traffic is being used by Chinese organizations."

Chamath: "Nvidia is not doing what's in the best interest of the United States." 🇺🇸🇨🇳 "I think we can all do the math. About 47% of all of NVIDIA's revenue goes to China and Chinese-related countries." "And I think when you peel back this onion, what you will find is a whole raft of companies that were stood up to buy these Nvidia GPUs to essentially act as a waystation for China." "And I think that is the big problem." "Let's have a thought starter: if 47% of all of the AI capability and horsepower is being shipped to three Asian countries, where do you think the apps that require that amount of horsepower live?" "Is there a Cursor of Bhutan that we did not know? Is there a great shopping app in Cambodia that's come out of nowhere, that's AI powered?" "I think the answer is no." "Every single time we have an advance in the United States, how is it that Alibaba shows up with something incredible? DeepSeek shows up with something better?" "At every turn and at every step of AI, they are at the same rate or one step ahead." "To be honest with you, I think the real problem that we have is that Nvidia is not doing what is in the best interest of the United States." "You have a American company that has been working around the guidelines at every turn to try to land silicon into the hands of China." "Late last year, they introduced this thing called the H20 that was explicitly designed for China and to be compliant with US rules at the time." "Which again, gives these guys substantial performance." "This is a case where (Nvidia) has plausible deniability. I sell something to a Singaporean registered company? Plausible deniability." "What am I supposed to do? You can't expect me to audit it. I think that's what NVIDIA's answer will be to this question." "But what is the real expectation? At a minimum, the United States should have a mechanism to understand it." "It is implausible that if you did one or two layers of work, you would not find that most of this traffic is being used by Chinese organizations."

The All-In Podcast

910,318 görüntüleme • 1 yıl önce

If you can draw, you can code. Sketch out your idea and upload a picture in the Google Gemini with a quick description and go from paper to prototype just like that.

If you can draw, you can code. Sketch out your idea and upload a picture in the Google Gemini with a quick description and go from paper to prototype just like that.

Google

144,128 görüntüleme • 9 ay önce

.Scott Wu to Joe Lonsdale on why Cognition uses AI in job interviews: "One or two years ago, people had this mentality of 'How do we make sure people aren't using AI while we're interviewing them?' And I think that has totally flipped. Honestly, I think that was wrong... If you're asking the question of like, how do we evaluate people on exactly the thing that AI can already do, that seems kind of the wrong. Our interview process has always been... you can use as much AI as you want to use. We're going to give you a few hours. Just build your whole own product surface. A lot of these are projects that, frankly, is like, if you were trying to do this by hand, you would not be able to get done in a few hours. So you kind of have to use AI for this. But in reality, what we actually want to test is, in addition to how familiar you are with these tools, what we actually want to test is, what do you think is the right thing to build? Or how do you make these product decisions? How do you make these trade-offs? How do you decide or collect information about what you should be doing?"

.Scott Wu to Joe Lonsdale on why Cognition uses AI in job interviews: "One or two years ago, people had this mentality of 'How do we make sure people aren't using AI while we're interviewing them?' And I think that has totally flipped. Honestly, I think that was wrong... If you're asking the question of like, how do we evaluate people on exactly the thing that AI can already do, that seems kind of the wrong. Our interview process has always been... you can use as much AI as you want to use. We're going to give you a few hours. Just build your whole own product surface. A lot of these are projects that, frankly, is like, if you were trying to do this by hand, you would not be able to get done in a few hours. So you kind of have to use AI for this. But in reality, what we actually want to test is, in addition to how familiar you are with these tools, what we actually want to test is, what do you think is the right thing to build? Or how do you make these product decisions? How do you make these trade-offs? How do you decide or collect information about what you should be doing?"

American Optimist

13,182 görüntüleme • 2 ay önce

Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product builder, all you have to care about is who the customer is." "What do you understand about the world that other people don't? And can you put that into an app?" Amjad Masad with jack neel

Replit CEO Amjad Masad: "Code is almost fully automated." "We have an automated software engineer that is as good as a mid-level software engineer. It would get a job at Facebook or Google." "Even professional software engineers are not coding anymore." "If you're a product builder, all you have to care about is who the customer is." "What do you understand about the world that other people don't? And can you put that into an app?" Amjad Masad with jack neel

a16z

90,217 görüntüleme • 3 ay önce

Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack Jason: "The game here is who wins the AI prize five years from now?" "Chamath, who's your number one and number two?" Chamath: " Tesla's one and Google's two." "And the reason is because they are the closest to having that vertically integrated stack that I spoke about." TESLA 1⃣ "I think that Tesla has the best vision models." "Now with xAI, they'll have one of the best LLMs and reasoning models." "And they'll be able to eventually stick that on Dojo." "And then all of that will be in all of the physical AI that you will interact with in your daily life." "Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one." GOOGLE 2⃣ "And then number two, for many of the same reasons, I think Google." "Because you'll have the Gemini family of models, which just absolutely kick ass." "Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think." "But they're landing model after model." "They have the TPU, and the next generation TPU I think is exceptional." "They're baking quantum." "And then they have an entire funnel of billions of people that they can direct experiences to." "So Tesla one, Google two."

Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack Jason: "The game here is who wins the AI prize five years from now?" "Chamath, who's your number one and number two?" Chamath: " Tesla's one and Google's two." "And the reason is because they are the closest to having that vertically integrated stack that I spoke about." TESLA 1⃣ "I think that Tesla has the best vision models." "Now with xAI, they'll have one of the best LLMs and reasoning models." "And they'll be able to eventually stick that on Dojo." "And then all of that will be in all of the physical AI that you will interact with in your daily life." "Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one." GOOGLE 2⃣ "And then number two, for many of the same reasons, I think Google." "Because you'll have the Gemini family of models, which just absolutely kick ass." "Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think." "But they're landing model after model." "They have the TPU, and the next generation TPU I think is exceptional." "They're baking quantum." "And then they have an entire funnel of billions of people that they can direct experiences to." "So Tesla one, Google two."

The All-In Podcast

7,918,531 görüntüleme • 11 ay önce

Mikel Arteta’s beautiful praise to his staff and players. “That's when you have a difficult period. I think the best thing that you can do instead of talk a lot is observe. Look around you and see how people react. How they talk, how they look at you, how they judge you, what they do. Do they look at themselves, do they start to criticise other people? “Look around and you're going to learn the environment and the people that you have around you. “I cannot be prouder to work in a club with people that the only thing they could do is ask, what else can I do to help? “When you have people like this, I don't know if it's gonna take another week or two, but something good it will happen at the end because we deserve it.”

Mikel Arteta’s beautiful praise to his staff and players. “That's when you have a difficult period. I think the best thing that you can do instead of talk a lot is observe. Look around you and see how people react. How they talk, how they look at you, how they judge you, what they do. Do they look at themselves, do they start to criticise other people? “Look around and you're going to learn the environment and the people that you have around you. “I cannot be prouder to work in a club with people that the only thing they could do is ask, what else can I do to help? “When you have people like this, I don't know if it's gonna take another week or two, but something good it will happen at the end because we deserve it.”

Connor Humm

48,588 görüntüleme • 2 ay önce

Try out Gemini Code: a coding assistant in your terminal powered by Gemini 2.5 Pro. 💜 💜 Release Notes: → It's easy to get started, just run `pip install gemini-code` in a virtual environment, and then run `gemini` to initialize it. It requires your own API key, so don't forget to get one from → I built this because I love Claude Code and wanted a similar experience -- I like that I can just use my own API key and Gemini is generally way cheaper as well. → Found a bug? Feel free to fork the code and fix it (lol)! If you want to try to improve it, please do so - repo is public! → Reminder and a disclaimer that I don't work at Google and this is not an official Google project - just a weekend side hack → It is highly likely you'll get throttled by rate limits - I put as much info as I can in the guide so you know what behavior to expect when that happens. You can also set which default model to use if you want to switch to 1.5 Pro.

Try out Gemini Code: a coding assistant in your terminal powered by Gemini 2.5 Pro. 💜 💜 Release Notes: → It's easy to get started, just run `pip install gemini-code` in a virtual environment, and then run `gemini` to initialize it. It requires your own API key, so don't forget to get one from → I built this because I love Claude Code and wanted a similar experience -- I like that I can just use my own API key and Gemini is generally way cheaper as well. → Found a bug? Feel free to fork the code and fix it (lol)! If you want to try to improve it, please do so - repo is public! → Reminder and a disclaimer that I don't work at Google and this is not an official Google project - just a weekend side hack → It is highly likely you'll get throttled by rate limits - I put as much info as I can in the guide so you know what behavior to expect when that happens. You can also set which default model to use if you want to switch to 1.5 Pro.

Raiza Martin

159,702 görüntüleme • 1 yıl önce

Here is the actual GOP candidate for President of the United States attempting to say something about Mark Zuckerberg which is literally all I can figure out from this 90-SECOND LONG SENTENCE. 😵‍💫 “So Mark Zuckerberg called me first of all he called me a few times she called me after the event that he said that was really amazing it was very brave and you know and he actually announced he's not going to support a Democrat because he can't because he respected me for what I did that day I think what I did maybe was a norm to me it was a normal response but I was called by Mark Zuckerberg yesterday the day before on this same subject and he actually apologized he said they made a mistake etc etc in the correcting mistake a Google nobody called from Google one of the things I do in a show like yours you you show you know you see them Fox but what you really see it is all over the place they take clips of your show that you're doing right now with me and if I do a good job they're going to vote for me they're going to vote for me because it's not just on Fox it's on Fox is a smaller part of it you're on all over this those little beautiful cell phones you're on you're all over the place you have a product you have a great product you have a great brand so you have to get out you have to get out you have to do things like your show and other shows and Google has been very bad they've been very irresponsible and I have a feeling that Google isn't going to be close to shut down because I don't think Congress is going to take it I really don't think so Google has to be careful now I will say this I believe Mark Zuckerberg he called me so he called me a lot they are working and I think they fixed it but what can he's not doing what he did four years ago with the five hundred million dollars I don't believe.”

Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸

2,250,040 görüntüleme • 1 yıl önce

🚨Keith Rabois on Perplexity's AI browser: "It's a great Hail Mary attempt" because " absent something like this, Perplexity is toast." @jason: "OpenAI and Perplexity are going after the browser." "Perplexity launched Comet for their $200/month tier." "This is a really interesting category. Having your browser connected to agents lets you do really interesting things." Keith Rabois: "I think it's a great Hail Mary attempt by Perplexity." "I think absent something like this, Perplexity is toast." "Like, per the stat about ChatGPT going to a billion users, it's becoming the verb, you know, the way you describe using AI for a normal consumer." "There's nothing left of Perplexity if they can't pull this off." "So it's a great idea because the history of consumer technology companies is, whoever has uphill ground, like in a military sense, whoever's first has a lot of control." "This is actually what Google should be doing, truthfully." "I think Google Search is toast." "And since they have Chrome and they theoretically have a quality team in Gemini, they should be putting these two things together and hoping to compete with ChatGPT." "They're gonna lose the search game. The assets that are best at Google right now have nothing to do with search." "It's every other product that's the only thing that's gonna save that company if they can figure out how to use them."

🚨Keith Rabois on Perplexity's AI browser: "It's a great Hail Mary attempt" because " absent something like this, Perplexity is toast." @jason: "OpenAI and Perplexity are going after the browser." "Perplexity launched Comet for their $200/month tier." "This is a really interesting category. Having your browser connected to agents lets you do really interesting things." Keith Rabois: "I think it's a great Hail Mary attempt by Perplexity." "I think absent something like this, Perplexity is toast." "Like, per the stat about ChatGPT going to a billion users, it's becoming the verb, you know, the way you describe using AI for a normal consumer." "There's nothing left of Perplexity if they can't pull this off." "So it's a great idea because the history of consumer technology companies is, whoever has uphill ground, like in a military sense, whoever's first has a lot of control." "This is actually what Google should be doing, truthfully." "I think Google Search is toast." "And since they have Chrome and they theoretically have a quality team in Gemini, they should be putting these two things together and hoping to compete with ChatGPT." "They're gonna lose the search game. The assets that are best at Google right now have nothing to do with search." "It's every other product that's the only thing that's gonna save that company if they can figure out how to use them."

The All-In Podcast

45,297 görüntüleme • 11 ay önce

The founders of Stripe and Pinterest on how to convince people to join your startup Stripe CEO Patrick Collison argues that part of the reason startups resonate so much is because the outcome is not guaranteed: "If it were guaranteed, it would be boring... Whether or not you're the best person in the world at what you do, you're probably not going to alter Google's trajectory. But if you really want to benchmark yourself and see how much of a contribution and impact you can make--which is a really compelling prospect for a lot of the best people--a startup is a much better place to test that." Pinterest founder Ben Silbermann emphasized this as well: "No smart person that you're hiring is under the illusion that you have a crystal ball into the future and that joining is a guaranteed thing. In fact, if you're telling them that and they select in, you shouldn't hire them because they didn't pass a basic intelligence test. I think it's important to tell them what's exciting and where you think the company can go. But also tell them where it will be hard and chart your best plan. And then tell them why their role can be instrumental--because it will be... What I would discourage doing is whitewashing all of that. If people are joining your company because they want all of the certainty and safety of working at Google but also the perks of working at a small startup with lots of responsibility and transparency, that's a really negative sign." Apparently in the early days of PayPal, Peter Thiel and Max Levchin would tell people after they interviewed all the reasons that the company would fail: "Visa and MasterCard want to kill us. We also might be doing something that's illegal. But if we succeed, we'll redefine payments." Don't whitewash the risks. Instead tell them how your startup will change the world if you succeed and how their role will be instrumental in affecting that change. Video source: Y Combinator (2014)

The founders of Stripe and Pinterest on how to convince people to join your startup Stripe CEO Patrick Collison argues that part of the reason startups resonate so much is because the outcome is not guaranteed: "If it were guaranteed, it would be boring... Whether or not you're the best person in the world at what you do, you're probably not going to alter Google's trajectory. But if you really want to benchmark yourself and see how much of a contribution and impact you can make--which is a really compelling prospect for a lot of the best people--a startup is a much better place to test that." Pinterest founder Ben Silbermann emphasized this as well: "No smart person that you're hiring is under the illusion that you have a crystal ball into the future and that joining is a guaranteed thing. In fact, if you're telling them that and they select in, you shouldn't hire them because they didn't pass a basic intelligence test. I think it's important to tell them what's exciting and where you think the company can go. But also tell them where it will be hard and chart your best plan. And then tell them why their role can be instrumental--because it will be... What I would discourage doing is whitewashing all of that. If people are joining your company because they want all of the certainty and safety of working at Google but also the perks of working at a small startup with lots of responsibility and transparency, that's a really negative sign." Apparently in the early days of PayPal, Peter Thiel and Max Levchin would tell people after they interviewed all the reasons that the company would fail: "Visa and MasterCard want to kill us. We also might be doing something that's illegal. But if we succeed, we'll redefine payments." Don't whitewash the risks. Instead tell them how your startup will change the world if you succeed and how their role will be instrumental in affecting that change. Video source: Y Combinator (2014)

Startup Archive

11,811 görüntüleme • 6 ay önce

Garry Nolan says there are more groups doing what skywatcher is doing right now “we know how to call them” “Skywatcher is one group of several that I'm aware of that are doing it independently.” Source -Sol Foundation 🔗 in comments Garry -“The, the information's out there, we, you know, it's already pretty well understood. I mean, look, there's been enough whistleblower types where the information of how to do this has leaked out. You know, we know how to call them. Whether you believe in psionics or not, it seems to be part of the process. So we know how to call them. The question is not can you video them? Skywatcher has already shown that you can video them and there'll be more of that kind of stuff, I think coming in the future, you know, so Skywatcher is one group of several that I'm aware of that are doing it independently. So that's citizen science. I mean, I think the answer is you don't wait for the government to do it, for you. Don't wait for daddy or mommy to tell you what's going on. You just do it yourself. Because as long as you're not going out there with, with guns or energy, weapons, trying to pull something down and, you know, get yourself in a bad situation, there's no reason people can't do it themselves and organize. So, you know, that's, that I think is the threat in a way that one needs to use against the governmental authorities who think that they hold all the, all the, all the marbles at this point, they don't anymore because the people who've been in the program, like Jake and others who've, you know, made that statement publicly, have basically made their knowledge and ability public. So do it.”

Garry Nolan says there are more groups doing what skywatcher is doing right now “we know how to call them” “Skywatcher is one group of several that I'm aware of that are doing it independently.” Source -Sol Foundation 🔗 in comments Garry -“The, the information's out there, we, you know, it's already pretty well understood. I mean, look, there's been enough whistleblower types where the information of how to do this has leaked out. You know, we know how to call them. Whether you believe in psionics or not, it seems to be part of the process. So we know how to call them. The question is not can you video them? Skywatcher has already shown that you can video them and there'll be more of that kind of stuff, I think coming in the future, you know, so Skywatcher is one group of several that I'm aware of that are doing it independently. So that's citizen science. I mean, I think the answer is you don't wait for the government to do it, for you. Don't wait for daddy or mommy to tell you what's going on. You just do it yourself. Because as long as you're not going out there with, with guns or energy, weapons, trying to pull something down and, you know, get yourself in a bad situation, there's no reason people can't do it themselves and organize. So, you know, that's, that I think is the threat in a way that one needs to use against the governmental authorities who think that they hold all the, all the, all the marbles at this point, they don't anymore because the people who've been in the program, like Jake and others who've, you know, made that statement publicly, have basically made their knowledge and ability public. So do it.”

neandrewthal

74,648 görüntüleme • 1 yıl önce