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🚨 HUGE all-in interview david friedberg sits down with google ceo Sundar Pichai sit back for an amazing conversation covering: -- will ai kill search? is google about to disrupt itself? -- sizing up the competition: elon, altman, zuck, satya -- culture, coddling, and recruitment at google -- proudest...

636,476 次观看 • 1 年前 •via X (Twitter)

10 条评论

The All-In Podcast 的头像
The All-In Podcast1 年前

**producer's note: we will still publish our regularly scheduled show this week this is bonus content! thanks besties, and enjoy this great interview ♥️

Tyler Palmer 的头像
Tyler Palmer1 年前

@friedberg @sundarpichai Big fan of the Friedberg deep dives, please keep them coming.

FreeFrench 的头像
FreeFrench1 年前

@friedberg @sundarpichai @friedberg interviews are becoming my favourite thing about the All-In podcast! Great access to amazing people, intelligent questions in a long format interview. Brilliant stuff!

Newtonian 的头像
Newtonian1 年前

@friedberg @sundarpichai Locked in. Another banger.

accellife.eth 的头像
accellife.eth1 年前

@friedberg @sundarpichai Wish it’d been Sergey though

The All-In Podcast 的头像
The All-In Podcast1 年前

@friedberg @sundarpichai 👀

Benoît Chalmers 的头像
Benoît Chalmers1 年前

@friedberg @sundarpichai Thought I was about to go to bed ... guess not.

Crazy Freakin Planet 的头像
Crazy Freakin Planet1 年前

@friedberg @sundarpichai Wow! Looking forward to this! Hope you get all of the others as well to get their perspectives. Undeniably THE best podcast at the moment.

Greg Speicher 的头像
Greg Speicher1 年前

BTW, this interview is fire—far better than the typical fireside chats you hear at legacy TradFi conferences. @friedberg brings a rare combination of investor, operator, and technologist, which leads to sharper, more insightful questions. He deeply understands the underlying issues and avoids the usual noise, like whether a company missed consensus estimates by a penny.

Nick Garren 的头像
Nick Garren1 年前

@friedberg @sundarpichai Right now Google search has the worst UX in its history. Maybe not hiring guy who tanked Yahoo would’ve been a better approach?

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

Ricardo

250,683 次观看 • 2 个月前

WARP SPEED: EPISODE 5 - starring Varunram Ganesh, Founder of Lapis Varunram Ganesh The next generation of 20 year olds are going to default to LLMs for search. Varun is building Lapis into the most accurate AI search analytics platform. They are part of Y Combinator F25 - 1 day away from demo day with a countdown clock on his desk. The insight: people are already defaulting to ChatGPT over Google. As time goes on, more leveraged decisions get made through LLMs, not search engines. "So many people are searching on Google, they're going to be searching on ChatGPT. Why aren't people knowing where they are on ChatGPT?" Lapis tells you exactly what a human will search for your website to show up in AI. And unlike Google, it's not about ranking positions - LLMs reason differently. On Warp: "I don't even think about payroll. Which is just to say Warp is such a good product that I just don't think about it. No spam emails. No upsells. It's just so smooth." In this conversation: (0:00) - Shift from Google-style search to LLMs: “More leveraged decisions are now made through the LLM.” (0:15) - What Lapis does: the most accurate AI search analytics platform. (1:15) - YC intensity: six weeks from Demo Day, rapid feedback loops, constant customer conversations. (2:00) - “The hardest part of running a startup is the most boring stuff.” (2:41) - How AI search differs from Google search. (3:23) - Building a company through trust. (3:51) - “Every founder said, ‘Check out Gabriella Warp - a genuinely friendly solution. (4:02) - Big providers needed six weeks just to get set up. (4:20) - Texted Ayush and got set up in 15 minutes. (4:25) - Warp is so smooth you don’t think about payroll — no spam emails, no upsells, just seamless.

Ayush S

56,114 次观看 • 7 个月前

The "big announcement" just dropped. I just watched Sundar Pichai and Demis Hassabis announce biggest AI infrastructure deal in history. $15 billion to build India's first complete AI hub. Let me break down what Google is building: A massive AI data center in Visakhapatnam (a coastal city in India). Think of it like this: • The compute power of thousands of Google data centers • New underwater internet cables connecting 4 continents • Clean energy plants to power everything • Training programs for 100+ million people All in one place, over 5 years. AI doesn't work without fast internet. Google is laying NEW cables under the ocean: → India to Singapore → India to South Africa → India to Australia → Mumbai to Western Australia Right now, most of the world's internet flows through cables landing in the US, Europe, or China. Google is creating an entirely new route, with India at the center. If you're in Africa, Asia, or South America, your AI tools will get FASTER. Why? Shorter distance = faster data. Instead of your request traveling: Africa → Europe → US → back to Africa It will go: Africa → India → back to Africa that's the infrastructure play everyone's missing. numbers that matter: 💰 $15 billion for the data centers and cables 💰 $30 million to help governments use AI 💰 $30 million for AI research grants 💰 100 million+ people getting free AI training But here's the kicker: Google is plugging AI directly into India's government. • 20 million government workers getting AI tools • Students getting AI tutors for entrance exams • Real-time translation in 70+ languages • Scam detection built into search This isn't "AI for tech companies." This is AI for clerks, teachers, railway staff, police officers, the people who actually run a country. ✅ 20 million+ people used Google's AI detection tool to spot fake images ✅ India is now #3 globally for AI chatbot usage ✅ AI scam detection helping millions avoid fraud daily ✅ 10+ million government workers already on the AI training platform Google is building the pipes that deliver AI to the entire Southern Hemisphere. Different game. Different strategy. If they're right, the next billion AI users won't connect through Silicon Valley. They'll connect through India. 🇮🇳

Shruti

399,743 次观看 • 4 个月前