cover of episode E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

E171: DOJ sues Apple, AI arms race, Reddit IPO, Realtor settlement & more

2024/3/22
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。
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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。
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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。
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J-Cal
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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
J-Cal:美国司法部对苹果公司提起反垄断诉讼,指控其在五个领域滥用市场支配地位,损害竞争,限制消费者选择,并抬高价格。 Chamath Palihapitiya:对苹果公司反垄断诉讼结果持谨慎态度,认为其胜算取决于苹果公司是否采取了超出以往惯例的措施来锁定用户。 David Sacks:认为目前媒体报道中尚未出现足以证明苹果公司存在垄断行为的决定性证据,该诉讼的核心在于对互操作性的不同看法,政府认为苹果公司应提高其应用和设备与其他生态系统的互操作性,而苹果公司则认为其垂直整合的策略是其产品成功的关键。 David Friedberg:认为该诉讼结果取决于消费者选择,如果消费者满意苹果的封闭系统,则诉讼不会成功。 Jason Calacanis:认为苹果公司长期以来一直在滥用其权力,通过App Store收取30%的佣金,并限制用户使用其他应用和服务,苹果公司应该允许更多应用和设备与其他系统互操作,以避免短期行为。

Deep Dive

Chapters
The All-In besties discuss the DOJ's antitrust lawsuit against Apple, focusing on five alleged abuses: super apps, cloud gaming apps, messaging apps, smartwatches, and digital wallets. They debate whether Apple's practices stifle competition and harm consumers or simply reflect consumer choice in a premium market. The conversation also touches on interoperability, the role of government regulation, and the potential outcomes of the lawsuit.
  • DOJ lawsuit alleges Apple abuses its App Store power, limiting consumer choice and raising prices.
  • Apple's defense may center on its vertically integrated product strategy, arguing that interoperability mandates would degrade user experience.
  • Debate arises on whether consumer choice or anti-competitive practices are at the heart of Apple's market dominance.
  • Historical parallels are drawn with Microsoft's antitrust case concerning Netscape and Internet Explorer.

Shownotes Transcript

(0:00) Bestie Intros: Don't spoil Dune 2!

(0:55) DOJ drops antitrust suit on Apple

(23:36) Apple reportedly in talks with Google and OpenAI to power AI features on iPhone

(32:17) NAR settlement: how it impacts residential real estate going forward

(44:30) Microsoft's "Shadow Acquihire" of Inflection AI

(48:43) How the besties would deploy $40B in AI as a sovereign wealth fund

(1:01:57) Reddit IPO: is risk-on back?

(1:07:17) Science Corner(s): Universe expansion, first pig kidney transplant in human, Neuralink

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://storage.courtlistener.com/recap/gov.uscourts.njd.544402/gov.uscourts.njd.544402.1.0_3.pdf)

https://www.justice.gov/opa/pr/justice-department-sues-apple-monopolizing-smartphone-markets)

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

https://www.bloomberg.com/news/articles/2024-03-18/apple-in-talks-to-license-google-gemini-for-iphone-ios-18-generative-ai-tools)

https://www.macrumors.com/2023/10/11/google-pays-apple-billions-default-search)

https://venturebeat.com/ai/apple-releases-mgie-a-revolutionary-ai-model-for-instruction-based-image-editing)

https://twitter.com/chamath/status/1769751534940918234)

https://nypost.com/2024/02/26/business/google-to-relaunch-woke-gemini-ai-image-tool-in-few-weeks)

https://twitter.com/Patworx/status/1760189582870536408)

https://www.youtube.com/watch?v=QNv9PRDIhes)

https://www.nbcnews.com/business/real-estate/national-association-realtors-settlement-changes-rcna143634)

https://www.wsj.com/real-estate/realtors-settlement-change-buy-sell-homes-da45eb23)

https://www.bloomberg.com/news/articles/2024-03-19/inflection-ai-plans-pivot-after-most-employees-go-to-microsoft)

https://www.bloomberg.com/news/articles/2024-03-19/microsoft-hires-deepmind-co-founder-suleyman-to-run-consumer-ai)

https://inflection.ai/inflection-ai-announces-1-3-billion-of-funding)

https://www.nytimes.com/2024/03/19/business/saudi-arabia-investment-artificial-intelligence.html)

https://www.cnbc.com/2024/03/21/reddit-ipo-rddt-starts-trading-on-nyse.html)

https://www.wsj.com/economy/central-banking/fed-officials-still-see-three-cuts-this-year-0b039532)

https://www.wsj.com/real-estate/commercial/americas-office-fire-sale-has-barely-begun-0c8d376f)

https://www.foxweather.com/earth-space/nasa-webb-telescope-hubble-observations-universe-expansion-rate-question)

https://www.massgeneral.org/news/press-release/worlds-first-genetically-edited-pig-kidney-transplant-into-living-recipient)

https://twitter.com/neuralink/status/1770563939413496146)