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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

576,732 subscribers

100,683 次观看 • 1 年前 •via X (Twitter)

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11 条评论

Justis 的头像

Justis1 年前

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 的头像

Wonderchat3 年前

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

M 的头像

M1 年前

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

Dustin Burnham 的头像

Dustin Burnham1 年前

@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 的头像

Pantheon Terminal1 年前

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

Tus 的头像

Tus1 年前

@DavidSacks @OfficialLoganK any thoughts?

Hassan🧬 的头像

Hassan🧬1 年前

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

RocVillani 的头像

RocVillani1 年前

@DavidSacks My favorite podcast!

Michael de la Vega 🇳🇱🧡 的头像

Michael de la Vega 🇳🇱🧡1 年前

@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 🔥 的头像

Check to Check 🔥1 年前

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 的头像

Kimberly Brooks1 年前

@DavidSacks brilliant.

相关视频

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

58,275 次观看 • 1 年前

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

1,102,572 次观看 • 9 个月前

David Sacks says $GOOG looks oversold here "I'm seeing people post that Alphabet's Google search revenue dropped below 50% of total revenue for the first time, and they're making it sound like that's a catastrophic situation. Basically playing into the narrative that the search business is going to be disrupted by AI. And that's what it seems like on the surface. But when I dug into the numbers, it didn't really seem that bad at all." "It’s true that Google searches' relative share decreased, but its absolute revenue still increased. If you look at Google search revenue year over year, it was still up 12%. It increased from $56 billion to $63 billion. So there's still a roughly $7 billion year over year increase in Google search. Google search is still thriving." "I think you could say it's not growing that fast relative to other businesses, but you're not seeing it deteriorate yet. And the reason why the share fell below 50% is because other Alphabet businesses are simply growing much faster. And the main one is Google Cloud, which basically doubled year over year to $37 billion." "So it's the rise of the Google Cloud business that has made Google search seem like it's on the decline. But I tend to think it's a good thing that Alphabet is now finally getting some of these other businesses to really work and to finally diversify the revenue. Diversifying from search has been something they've wanted to do for a long time. They now have all these other segments, you've got YouTube, you've got G Suite subscriptions." "So in any event, I tend to think Google's a little bit oversold on this news today." Jason: "I just literally bought some shares. So I'm long. I just bought more Google while doing the show. David Friedberg: “Just remember, Alphabet owns 6% of SpaceX and like 15% of Anthropic as well. I think 85% of Waymo.”

David Sacks says $GOOG looks oversold here "I'm seeing people post that Alphabet's Google search revenue dropped below 50% of total revenue for the first time, and they're making it sound like that's a catastrophic situation. Basically playing into the narrative that the search business is going to be disrupted by AI. And that's what it seems like on the surface. But when I dug into the numbers, it didn't really seem that bad at all." "It’s true that Google searches' relative share decreased, but its absolute revenue still increased. If you look at Google search revenue year over year, it was still up 12%. It increased from $56 billion to $63 billion. So there's still a roughly $7 billion year over year increase in Google search. Google search is still thriving." "I think you could say it's not growing that fast relative to other businesses, but you're not seeing it deteriorate yet. And the reason why the share fell below 50% is because other Alphabet businesses are simply growing much faster. And the main one is Google Cloud, which basically doubled year over year to $37 billion." "So it's the rise of the Google Cloud business that has made Google search seem like it's on the decline. But I tend to think it's a good thing that Alphabet is now finally getting some of these other businesses to really work and to finally diversify the revenue. Diversifying from search has been something they've wanted to do for a long time. They now have all these other segments, you've got YouTube, you've got G Suite subscriptions." "So in any event, I tend to think Google's a little bit oversold on this news today." Jason: "I just literally bought some shares. So I'm long. I just bought more Google while doing the show. David Friedberg: “Just remember, Alphabet owns 6% of SpaceX and like 15% of Anthropic as well. I think 85% of Waymo.”

dnap

334,444 次观看 • 10 天前

Sarah Guo (Conviction) says founders fear the wrong thing, because a giant like Google only ever has one A-team and your product is its 27th priority. "One really important thing for founders to think about is, who are you really competing with? If you are competing with Google Search and Google Ads, you're competing with the A-team at Google. They're pretty good, right? They do know how to do that stuff... But the vast majority of products that any large incumbent has is not staffed by the A-team, because there's only one A-team, right? And so if your product is the 27th priority for Google, it's actually not that scary."

Sarah Guo (Conviction) says founders fear the wrong thing, because a giant like Google only ever has one A-team and your product is its 27th priority. "One really important thing for founders to think about is, who are you really competing with? If you are competing with Google Search and Google Ads, you're competing with the A-team at Google. They're pretty good, right? They do know how to do that stuff... But the vast majority of products that any large incumbent has is not staffed by the A-team, because there's only one A-team, right? And so if your product is the 27th priority for Google, it's actually not that scary."

Fireside Alpha

283,521 次观看 • 3 个月前

Should Google Acquire HubSpot? on friday's episode, the besties covered reports that $GOOG was considering making a bid to purchase $HUBS Chamath Palihapitiya asked david friedberg, if you were Google, would you rather spend: -- $50B to acquire HubSpot -- or $5B to acquire Perplexity? david friedberg thinks $GOOG should focus on $HUBS to protect its massive ad business: "you're protecting a quarter-trillion dollar ad business. hubspot makes $2B in revenue, so it's 1% of the size of google's ad business, and it helps you lock in some percentage of that $250B." @jason explains why the acquisition would be accretive: the data! "i think this is about the data. these are the leads and the great contacts in the database of the customer, which google doesn't have access to. if google knows the leads that are already in there, they can retarget them across their entire ad network, which is the largest in the world."

Should Google Acquire HubSpot? on friday's episode, the besties covered reports that $GOOG was considering making a bid to purchase $HUBS Chamath Palihapitiya asked david friedberg, if you were Google, would you rather spend: -- $50B to acquire HubSpot -- or $5B to acquire Perplexity? david friedberg thinks $GOOG should focus on $HUBS to protect its massive ad business: "you're protecting a quarter-trillion dollar ad business. hubspot makes $2B in revenue, so it's 1% of the size of google's ad business, and it helps you lock in some percentage of that $250B." @jason explains why the acquisition would be accretive: the data! "i think this is about the data. these are the leads and the great contacts in the database of the customer, which google doesn't have access to. if google knows the leads that are already in there, they can retarget them across their entire ad network, which is the largest in the world."

The All-In Podcast

34,239 次观看 • 2 年前

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

75,225 次观看 • 7 个月前

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

95,287 次观看 • 7 个月前

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 次观看 • 1 年前

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

40,347 次观看 • 5 个月前

Elon Musk reveals the disturbing example he says proves AI has already been programmed to lie "You don't force AI to believe things that are false. When Google Gemini was asked to make an image of the founding fathers, it was a group of diverse women. That is factually untrue, and the AI knows it's factually untrue, but it's also being told everything has to be diverse women" "At one point, if you asked ChatGPT and Gemini which is worse, misgendering Caitlyn Jenner or global thermonuclear war where everyone dies, it would say misgendering Caitlyn Jenner" "Even Caitlyn Jenner disagrees with that" "Imagine as AI gets more and more powerful. If it says the most important thing is no misgendering, it will say, in order to ensure no one gets misgendered, if you eliminate all humans, then no one can get misgendered because there's no humans to do the misgendering" "Or if it says everyone must be diverse, it means there can be no straight white men. Then you and I would get executed by the AI" "The problem is that it can drive AI crazy. You're telling AI to believe a lie, and that can have disastrous consequences" "I don't think people quite appreciate the level of danger we're in from the woke mind virus being effectively programmed into AI" "It matters how you build the AI and what kind of values you install. The most important thing is that it be maximally truth-seeking"

Elon Musk reveals the disturbing example he says proves AI has already been programmed to lie "You don't force AI to believe things that are false. When Google Gemini was asked to make an image of the founding fathers, it was a group of diverse women. That is factually untrue, and the AI knows it's factually untrue, but it's also being told everything has to be diverse women" "At one point, if you asked ChatGPT and Gemini which is worse, misgendering Caitlyn Jenner or global thermonuclear war where everyone dies, it would say misgendering Caitlyn Jenner" "Even Caitlyn Jenner disagrees with that" "Imagine as AI gets more and more powerful. If it says the most important thing is no misgendering, it will say, in order to ensure no one gets misgendered, if you eliminate all humans, then no one can get misgendered because there's no humans to do the misgendering" "Or if it says everyone must be diverse, it means there can be no straight white men. Then you and I would get executed by the AI" "The problem is that it can drive AI crazy. You're telling AI to believe a lie, and that can have disastrous consequences" "I don't think people quite appreciate the level of danger we're in from the woke mind virus being effectively programmed into AI" "It matters how you build the AI and what kind of values you install. The most important thing is that it be maximally truth-seeking"

Jaynit

350,784 次观看 • 4 个月前

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

68,915 次观看 • 6 个月前

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

2,694,225 次观看 • 2 年前

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

910,610 次观看 • 1 年前

For the first time ever, you can buy ads inside ChatGPT. And because the platform is still new, almost nobody has figured out how to use it properly yet. That means the opportunity is wide open. Here’s what changed. OpenAI launched a self-serve Ads Manager, making ChatGPT ads accessible to businesses that previously would not have been able to participate. You no longer need to be a massive brand with an enormous advertising budget. But these ads work differently from Google. Google usually matches an ad to the words someone searches. ChatGPT looks at the larger context of the conversation and what that person is trying to accomplish. That creates a new challenge: how do you know which conversations your business should appear in? You start with real demand. What are people already searching for in your industry? What questions are they asking? What problems are they trying to solve? And what language do they use to describe those problems? That’s where Ubersuggest comes in. Use it to find the topics people search for most, see how competitive they are and identify where your competitors are already getting attention. Then turn those insights into the conversation themes, ad angles and landing pages you use for your ChatGPT campaigns. The technology is new, but the principle is not: Understand what people want, learn how they talk about it and show up when they are ready to make a decision. The companies that learn this early will have an advantage while everyone else is still trying to understand how it works.

Neil Patel

12,649 次观看 • 3 个月前

Elon Musk warns that programming false beliefs into AI can have dangerous consequences: "You don't force AI to believe things that are false. When Google Gemini was asked to make an image of the founding fathers, it was a group of diverse women. That is factually untrue, and the AI knows it's factually untrue, but it's also being told everything has to be diverse women" "At one point, if you asked ChatGPT and Gemini which is worse, misgendering Caitlyn Jenner or global thermonuclear war where everyone dies, it would say misgendering Caitlyn Jenner" "Even Caitlyn Jenner disagrees with that" "Imagine as AI gets more and more powerful. If it says the most important thing is no misgendering, it will say, in order to ensure no one gets misgendered, if you eliminate all humans, then no one can get misgendered because there's no humans to do the misgendering" "Or if it says everyone must be diverse, it means there can be no straight white men. Then you and I would get executed by the AI" "The problem is that it can drive AI crazy. You're telling AI to believe a lie, and that can have disastrous consequences" "I don't think people quite appreciate the level of danger we're in from the woke mind virus being effectively programmed into AI" "It matters how you build the AI and what kind of values you install. The most important thing is that it be maximally truth-seeking"

Elon Musk warns that programming false beliefs into AI can have dangerous consequences: "You don't force AI to believe things that are false. When Google Gemini was asked to make an image of the founding fathers, it was a group of diverse women. That is factually untrue, and the AI knows it's factually untrue, but it's also being told everything has to be diverse women" "At one point, if you asked ChatGPT and Gemini which is worse, misgendering Caitlyn Jenner or global thermonuclear war where everyone dies, it would say misgendering Caitlyn Jenner" "Even Caitlyn Jenner disagrees with that" "Imagine as AI gets more and more powerful. If it says the most important thing is no misgendering, it will say, in order to ensure no one gets misgendered, if you eliminate all humans, then no one can get misgendered because there's no humans to do the misgendering" "Or if it says everyone must be diverse, it means there can be no straight white men. Then you and I would get executed by the AI" "The problem is that it can drive AI crazy. You're telling AI to believe a lie, and that can have disastrous consequences" "I don't think people quite appreciate the level of danger we're in from the woke mind virus being effectively programmed into AI" "It matters how you build the AI and what kind of values you install. The most important thing is that it be maximally truth-seeking"

Hosna ⚖️ בניטה

19,900 次观看 • 4 个月前

.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 次观看 • 7 个月前

Dmitri Dolgov of Waymo on how to tell if you’re one year away from shipping or ten: "One pattern that I've seen over and over again is do you have convergence of discovery? The problems that you are seeing today, how different are they from the problems you saw six months ago?" "As you're pushing on the system, does it feel like you have stability, and you're just iteratively improving your metrics in the same areas?" "Or does it feel like every six months the landscape is shifting from under you and the problems of today are very different from what you saw a while ago? "If you don't have that stability, then that's often a good indicator that you got some ways to go." "If you think you're six months or a year away from deployment, do you have a scorecard that if it were green today would allow you to deploy with confidence?" "If you don't have one, you're saving that for later, often that turns out to be more difficult than you expected, and there's a long distance to go." "But if you already have one and you're seeing stability in your discovery and stability in your metrics, and it's just a matter of closing the gap, that is a really good indicator that you're getting pretty close." Dmitri Dolgov w/ South Park Commons

Dmitri Dolgov of Waymo on how to tell if you’re one year away from shipping or ten: "One pattern that I've seen over and over again is do you have convergence of discovery? The problems that you are seeing today, how different are they from the problems you saw six months ago?" "As you're pushing on the system, does it feel like you have stability, and you're just iteratively improving your metrics in the same areas?" "Or does it feel like every six months the landscape is shifting from under you and the problems of today are very different from what you saw a while ago? "If you don't have that stability, then that's often a good indicator that you got some ways to go." "If you think you're six months or a year away from deployment, do you have a scorecard that if it were green today would allow you to deploy with confidence?" "If you don't have one, you're saving that for later, often that turns out to be more difficult than you expected, and there's a long distance to go." "But if you already have one and you're seeing stability in your discovery and stability in your metrics, and it's just a matter of closing the gap, that is a really good indicator that you're getting pretty close." Dmitri Dolgov w/ South Park Commons

a16z

35,865 次观看 • 29 天前

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

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

a16z

90,480 次观看 • 8 个月前

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

144,211 次观看 • 1 年前