cover of episode E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

E168: Can Google save itself? AI takes over Customer Support, Reddit IPO teardown

2024/3/1
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。
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人，投资过多家知名初创公司，并主持多个影响广泛的播客节目。
Topics
Chamath Palihapitiya认为，对于像Grok这样的开发者平台来说，最重要的关键指标是等待名单上的开发者数量。因为开发者数量的增长直接关系到平台的成功与否。大量的开发者涌入，意味着会有更多的人使用平台的API，创造出更多有价值的产品，从而推动平台的持续发展。

Deep Dive

Shownotes Transcript

(0:00) Bestie intros! Jato Caelin

(1:36) Groq update!: The key metric developer platforms should care about

(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more

(29:17) How bloated HR departments slow down companies

(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?

(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups

(1:13:06) Reddit S-1 breakdown

(1:22:52) The Apple Car is dead: Apple cancels Project Titan

Follow the besties:

https://twitter.com/chamath)

https://twitter.com/Jason)

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://www.google.com/finance/quote/GOOG:NASDAQ)

https://twitter.com/PirateWires/status/1762842476744708171)

https://twitter.com/lulumeservey/status/1762864255437516932)

https://x.com/pmarca/status/1762532979317043515)

https://twitter.com/shellenberger/status/1762900581134557636)

https://twitter.com/shaunmmaguire/status/1760885099984261564)

https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22)

https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini)

https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm)

https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf)

https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month)

https://www.google.com/finance/quote/TLPFY:OTCMKTS)

https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language)

https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html)

https://twitter.com/balajis/status/1763067849218850939)

https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2)

https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai)