E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

<p>0:00 Bestie intro!</p> <p>1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex</p> <p>28:26 Bestie refresh!</p> <p>33:13 The AI Search Wars: Microsoft presses hard, Google's rough week</p> <p>45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?</p> <p>1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?</p> <p>1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://linktr.ee/calacanis">https://linktr.ee/calacanis</a></p> <p><a href= "https://twitter.com/DavidSacks">https://twitter.com/DavidSacks</a></p> <p><a href= "https://twitter.com/friedberg">https://twitter.com/friedberg</a></p> <p>Follow the pod:</p> <p><a href= "https://twitter.com/theallinpod">https://twitter.com/theallinpod</a></p> <p><a href= "https://linktr.ee/allinpodcast">https://linktr.ee/allinpodcast</a></p> <p>Intro Music Credit:</p> <p><a href="https://rb.gy/tppkzl">https://rb.gy/tppkzl</a></p> <p><a href= "https://twitter.com/yung_spielburg">https://twitter.com/yung_spielburg</a></p> <p>Intro Video Credit:</p> <p><a href= "https://twitter.com/TheZachEffect">https://twitter.com/TheZachEffect</a></p> <p>Referenced in the show:</p> <p><a href= "https://twitter.com/DavidSacks/status/1623540190060101632">https://twitter.com/DavidSacks/status/1623540190060101632</a></p> <p><a href= "https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream"> https://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream</a></p> <p><a href= "https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine"> https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine</a></p> <p><a href= "https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability"> https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability</a></p> <p><a href= "https://twitter.com/EmiliaKaminska/status/1574817556950663169">https://twitter.com/EmiliaKaminska/status/1574817556950663169</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage"> https://www.bloomberg.com/news/articles/2022-09-30/biden-says-nord-stream-leak-was-deliberate-act-of-sabotage</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link"> https://www.bloomberg.com/news/articles/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link</a></p> <p><a href= "https://www.youtube.com/watch?v=OyBNmecVtdU">https://www.youtube.com/watch?v=OyBNmecVtdU</a></p> <p><a href= "https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai"> https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai</a></p> <p><a href= "https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08"> https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08</a></p> <p><a href= "https://twitter.com/Google/status/1622710355775393793">https://twitter.com/Google/status/1622710355775393793</a></p> <p><a href= "https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s">https://www.youtube.com/watch?v=QinFy0RFDr8&t=450s</a></p> <p><a href="https://neeva.com">https://neeva.com</a></p> <p><a href= "https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works"> https://support.google.com/legal/answer/4558992?hl=en#:~:text=Courts%20typically%20focus%20on%20whether,merely%20copies%20from%20the%20original.&text=Using%20material%20from%20primarily%20factual,than%20using%20purely%20fictional%20works</a>.</p> <p><a href= "https://twitter.com/arnaudai/status/1623359864100601861">https://twitter.com/arnaudai/status/1623359864100601861</a></p> <p><a href= "https://github.com/features/copilot">https://github.com/features/copilot</a></p> <p><a href= "https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion"> https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion</a></p> <p><a href= "https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data"> https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data</a></p> <p><a href= "https://twitter.com/LynAldenContact/status/1620447620987785216">https://twitter.com/LynAldenContact/status/1620447620987785216</a></p> <p><a href= "https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg">https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg</a></p> <p><a href= "https://twitter.com/pretentiouswhat/status/1622832701131874306">https://twitter.com/pretentiouswhat/status/1622832701131874306</a></p> <p> </p>