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Pixel exists so Google can demonstrate its own services under conditions it controls, and in 2026 that service is Gemini. Anyone can run Gemini on a Galaxy or an iPhone. Only on Pixel does Google set the silicon, the integration, and the ship date together. The foldable comparisons for...

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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."

The All-In Podcast

100,683 Aufrufe • vor 1 Jahr

Google just pulled off the biggest theft in the history of AI. And their OWN documents exposed it... Three of the largest publishers on Earth, Hachette, Cengage, and Elsevier, just sued Google in federal court, alongside best-selling author Scott Turow. Their claim is that Google built Gemini, its flagship AI, on millions of copyrighted works it never paid for or licensed. This is one of the biggest copyright cases ever aimed at an AI company: Before they trained Gemini, an internal Google document allegedly spelled out the risk directly. Using this material could expose the company to "$10Bs-$100Bs in potential fines." Google's own people put a number on the theft, in the tens of billions, but the company moved ahead anyway. Then it allegedly tried to DELETE the evidence... The complaint says Google stripped the copyright information off the works before feeding them into Gemini, so nobody could trace what the model had actually been trained on. Pull the fingerprints off first, and the theft gets much harder to prove later. And there's a second betrayal underneath the first: Most of this material was not scraped from some random corner of the internet. Publishers had handed it to Google years earlier for a narrow purpose, to make their catalogs searchable inside Google's own services. The lawsuit says Google took that trust and repurposed the content to build a machine that now competes directly with the people who supplied it. And that machine is the entire point. The complaint describes Gemini producing a full-length substitute for a copyrighted work in about 20 minutes. Something an author spent years writing can now be cloned in an afternoon by the company that trained on the original. No writer or publisher survives that. So why does this case matter more than the dozen other AI copyright fights? Because most of them turn on a fuzzy fair-use question argued years after the fact. This one arrives with an internal document that allegedly SHOWS Google weighed the cost of getting caught and trained on the material anyway. A jury does not need a law degree to read that. The fight now moves toward discovery, where Google's internal emails and training records get dragged into the open. If those files back up what the complaint claims, that $100 billion will turn into a real liability. Google spent years telling the world it was organizing information for everyone. Its own documents show it knew exactly whose information it was taking, and what the price of getting caught would be.

Ricardo

26,075 Aufrufe • vor 1 Monat