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

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All-In with Chamath, Jason, Sacks & Friedberg

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0:00 Bestie intro!

1:49 Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex

28:26 Bestie refresh!

33:13 The AI Search Wars: Microsoft presses hard, Google's rough week

45:06 Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?

1:12:41 Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?

1:31:14 Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

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://seymourhersh.substack.com/p/how-america-took-out-the-nord-stream

https://www.foxnews.com/politics/state-dept-vows-nord-stream-2-hunk-metal-bottom-ocean-russia-invades-ukraine

https://www.state.gov/secretary-antony-j-blinken-and-canadian-foreign-minister-melanie-joly-at-a-joint-press-availability


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/2022-09-27/nord-stream-probing-pressure-drop-at-second-russian-gas-link


https://www.theverge.com/23589994/microsoft-ceo-satya-nadella-bing-chatgpt-google-search-ai

https://www.reuters.com/technology/google-ai-chatbot-bard-offers-inaccurate-information-company-ad-2023-02-08



https://neeva.com

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://twitter.com/arnaudai/status/1623359864100601861

https://github.com/features/copilot

https://www.theverge.com/2023/2/6/23587393/ai-art-copyright-lawsuit-getty-images-stable-diffusion

https://www.theverge.com/2022/11/8/23446821/microsoft-openai-github-copilot-class-action-lawsuit-aicopyright-violation-training-data

https://twitter.com/LynAldenContact/status/1620447620987785216

https://i.kym-cdn.com/entries/icons/original/000/019/304/old.jpg

https://twitter.com/pretentiouswhat/status/1622832701131874306

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