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๐—๐—ฎ๐—ด๐˜‚๐—ฎ๐—ฟ๐˜€ ๐—ฒ๐—ฎ๐˜ ๐—ฎ๐˜†๐—ฎ๐—ต๐˜‚๐—ฎ๐˜€๐—ฐ๐—ฎ ๐—ฎ๐—ป๐—ฑ ๐—ฎ๐—ฐ๐˜ ๐—น๐—ถ๐—ธ๐—ฒ ๐—ธ๐—ถ๐˜๐˜๐—ฒ๐—ป๐˜€. Deep in the Amazon, the apex predator of the rainforest chews Banisteriopsis caapi โ€” the vine used to make ayahuasca. Then it rolls onto its back. Bats at invisible things in the air. And stares at the sky, pupils dilating. Indigenous shamans...

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David Friedberg: OpenAIโ€™s rise is the best thing that ever happened to Google โ€œNo greater blessing has ever happened to Alphabet than OpenAI's rise.โ€ โ€œNot only did it create the foil for Google in the monopoly sense, but it also took the attention away from Google, focused it on OpenAI, and that attention fundamentally damaged OpenAI's strategic product capabilities because they had to start to be so much more careful about what they said and how they said it.โ€ โ€œAnd the opposite was happening at Google at the same time, which is Larry, Sergey and Sundar being given permission by the board to take risks, to go hard, to figure this out. And boom! It's amazing how the horse race has changed.โ€ โ€œThe reason Google didn't lean into AI for years, even though they had the technology, is because they were nervous about cannibalization to search, they were nervous about the quality of the product, they didn't want to release things too early, and then they changed their posture.โ€ โ€œWhich, by the way, I would argue is the opposite at OpenAI in the last couple months.โ€ โ€œI used to use advanced voice on ChatGPT all the time. I cannot stand it anymore. I do not use it.โ€ โ€œIt has basically hedged away all of the value because it tries to be polite, it tries to make sure that it's giving you warnings all the time.โ€ โ€œIt doesn't want to give you data because it's scared that it might give you the wrong data.โ€ โ€œOpenAI has been acting like an incumbent fearful of losing market share and fearful of getting attacked in the media and attacked by consumers for saying the wrong thing.โ€ โ€œAnd so they've taken this kind of defensive posture that I think has fundamentally damaged the product and the brand.โ€

The All-In Podcast

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