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

<p>(0:00) Bestie intros! Jato Caelin</p> <p>(1:36) Groq update!: The key metric developer platforms should care about</p> <p>(5:55) Google's make or break moment: Should Sundar be fired, AI safety team's power, RIF potential, stock pressure, and more</p> <p>(29:17) How bloated HR departments slow down companies</p> <p>(40:15) Google's licensing deals: Is this TAC 2.0? How can Reddit capitalize on its data?</p> <p>(53:50) Klarna's huge AI innovation: AI disruption, open-source benefits, a new class of billion-dollar startups</p> <p>(1:13:06) Reddit S-1 breakdown</p> <p>(1:22:52) The Apple Car is dead: Apple cancels Project Titan</p> <p>Follow the besties:</p> <p><a href= "https://twitter.com/chamath">https://twitter.com/chamath</a></p> <p><a href= "https://twitter.com/Jason">https://twitter.com/Jason</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://www.google.com/finance/quote/GOOG:NASDAQ">https://www.google.com/finance/quote/GOOG:NASDAQ</a></p> <p><a href= "https://twitter.com/PirateWires/status/1762842476744708171">https://twitter.com/PirateWires/status/1762842476744708171</a></p> <p><a href= "https://twitter.com/lulumeservey/status/1762864255437516932">https://twitter.com/lulumeservey/status/1762864255437516932</a></p> <p><a href= "https://x.com/pmarca/status/1762532979317043515">https://x.com/pmarca/status/1762532979317043515</a></p> <p><a href= "https://twitter.com/shellenberger/status/1762900581134557636">https://twitter.com/shellenberger/status/1762900581134557636</a></p> <p><a href= "https://twitter.com/shaunmmaguire/status/1760885099984261564">https://twitter.com/shaunmmaguire/status/1760885099984261564</a></p> <p><a href= "https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22"> https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22</a></p> <p><a href= "https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini"> https://techcrunch.com/2024/02/29/google-brings-stack-overflows-knowledge-base-to-gemini</a></p> <p><a href= "https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm"> https://www.sec.gov/Archives/edgar/data/1713445/000162828024006294/reddits-1q423.htm</a></p> <p><a href= "https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf"> https://static01.nyt.com/newsgraphics/documenttools/82a013b9ba852548/9d4b1790-full.pdf</a></p> <p><a href= "https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month"> https://www.klarna.com/international/press/klarna-ai-assistant-handles-two-thirds-of-customer-service-chats-in-its-first-month</a></p> <p><a href= "https://www.google.com/finance/quote/TLPFY:OTCMKTS">https://www.google.com/finance/quote/TLPFY:OTCMKTS</a></p> <p><a href= "https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language"> https://tech.facebook.com/artificial-intelligence/2022/10/ai-translation-unwritten-language</a></p> <p><a href= "https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html"> https://www.engadget.com/metas-new-multimodal-translator-uses-a-single-model-to-speak-100-languages-133040214.html</a></p> <p><a href= "https://twitter.com/balajis/status/1763067849218850939">https://twitter.com/balajis/status/1763067849218850939</a></p> <p><a href= "https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2"> https://old.reddit.com/r/AskReddit/comments/3cs78i/whats_the_best_long_con_you_ever_pulled/cszjqg2</a></p> <p><a href= "https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai"> https://www.bloomberg.com/news/articles/2024-02-27/apple-cancels-work-on-electric-car-shifts-team-to-generative-ai</a></p>