cover of episode E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more

E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more

2023/5/12
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg
AI Deep Dive AI Chapters Transcript
People
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Friedberg
美国企业家、商人和天使投资者，创立并领导了The Climate Corporation和The Production Board。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
Topics
David Friedberg：All In Summit 2023 将在洛杉矶举行，涵盖科技、市场、宏观经济、科学、社会和文化等多个领域，旨在通过与各领域专家的对话，深入探讨当今世界面临的挑战和未来发展趋势。本次峰会将延续去年的模式，采用台上对话的形式，力求为观众提供多元视角和真知灼见。地点选择洛杉矶，是因为其地理位置优越，交通便利，住宿条件完善，方便全球各地人士参与。峰会门票分为VIP票、标准票和奖学金票三种，以确保不同经济背景的人都能参与。

Deep Dive

Chapters
The discussion revolves around Google's recent AI advancements, particularly with Bard and Palm 2, and their potential impact on the tech industry and search revenue.
  • Google's Bard and Palm 2 models offer robust coding capabilities and integration with live internet data.
  • The models are free and integrated with various Google services, posing a significant challenge to competitors.
  • Google's market cap has risen by $150 billion, indicating investor confidence in their AI initiatives.

Shownotes Transcript

(0:00) All-In Summit 2023 announcement!

(3:10) Google IO releases, updated Bard demo, fighting the innovator's dilemma

(18:33) AI regulation updates

(23:41) Druckenmiller's warning, macro overview

(40:22) RFK Jr. feedback, pushback, conspiracy accusations

(49:52) Trump dominates CNN "Town Hall," Trump vs. Biden potential

(1:10:24) Jason reflects on his trip to the Middle East, and the besties wrap the show!

Register for All-In Summit 2023: https://summit.allinpodcast.co)

Follow the besties:

https://twitter.com/chamath)

https://linktr.ee/calacanis)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

Follow the pod:

https://twitter.com/theallinpod)

https://linktr.ee/allinpodcast)

Intro Music Credit:

https://rb.gy/tppkzl)

https://twitter.com/yung_spielburg)

Intro Video Credit:

https://twitter.com/TheZachEffect)

Referenced in the show:

https://blog.google/technology/ai/google-palm-2-ai-large-language-model)

https://cloud.google.com/blog/products/application-modernization/introducing-duet-ai-for-google-cloud)

https://www.google.com/finance/quote/GOOGL:NASDAQ)

https://hedgefollow.com/funds/Duquesne+Family+Office)

https://twitter.com/joincolossus/status/1656258955780456448)

https://www.whitehouse.gov/briefing-room/statements-releases/2023/05/04/fact-sheet-biden-harris-administration-announces-new-actions-to-promote-responsible-ai-innovation-that-protects-americans-rights-and-safety)

https://www.nytimes.com/2023/05/03/opinion/ai-lina-khan-ftc-technology.html)

https://uscmarshallweb.s3-us-west-2.amazonaws.com/assets/uploads/s1/files/keynote_speech_of_stan_druckenmiller_at_the_37th_usc_marshall_center_for_investment_studies_annual_meeting_may_1_2023_hdmqn6eb4m.pdf)

https://www.nytimes.com/live/2023/05/10/business/cpi-inflation-fed)

https://www.reuters.com/graphics/USA-BIDEN/POLL/nmopagnqapa)

https://www.cnn.com/2023/05/10/politics/comer-bank-records-biden-family-members-payments-foreign-entities/index.html)

https://twitter.com/JoshWalkos/status/1655748898357477379)

https://nypost.com/2023/05/07/ex-cia-chief-michael-morell-misled-signers-of-hunter-biden-spy-letter-by-saying-hed-clear-it-with-agency)

https://www.youtube.com/watch?v=KrjL_TSOFrI)

https://twitter.com/PodiumDotPage/status/1656315157952200704)