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Andrew Ross Sorkin

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
3712 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

I agree that the Google interface trying to incorporate Gemini into the 20 blue links or whatever is very kludgy. But I don't know how you fix that without just getting rid of the blue links. I mean, I guess you can do a hybrid experience, but it doesn't compare to ChatGPT, which is all in on the AI experience. So I think it's a real innovator's dilemma for them.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

I agree that the Google interface trying to incorporate Gemini into the 20 blue links or whatever is very kludgy. But I don't know how you fix that without just getting rid of the blue links. I mean, I guess you can do a hybrid experience, but it doesn't compare to ChatGPT, which is all in on the AI experience. So I think it's a real innovator's dilemma for them.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Otherwise, you're right, it will lose. The Google homepage where they just have the search bar and you can basically submit your search or I feel lucky or whatever. Would you replace that with that search bar with an AI chatbot?

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Otherwise, you're right, it will lose. The Google homepage where they just have the search bar and you can basically submit your search or I feel lucky or whatever. Would you replace that with that search bar with an AI chatbot?

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Would you, okay, Nick, can you put up this? Here's their homepage, right? This is the famous shot. I just checked it. This hasn't changed in 25 years or whatever.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Would you, okay, Nick, can you put up this? Here's their homepage, right? This is the famous shot. I just checked it. This hasn't changed in 25 years or whatever.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

I mean, you could do some A-B tests. What if they replaced I'm Feeling Lucky, which is kind of antiquated now with AI? I mean, Gemini, basically.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

I mean, you could do some A-B tests. What if they replaced I'm Feeling Lucky, which is kind of antiquated now with AI? I mean, Gemini, basically.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

No, it isn't the novelty. I think it's just there as like a whimsical thing. I don't know if it drives revenue for them or not. If it takes the user off site, I don't see how it drives revenue for them.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

No, it isn't the novelty. I think it's just there as like a whimsical thing. I don't know if it drives revenue for them or not. If it takes the user off site, I don't see how it drives revenue for them.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

No, I don't think he's out of doge. He didn't say he was out of doge. It was just a matter of how much time he could allocate to each thing. I mean, look, I saw this before when I was part of the Twitter transition is that for the first three months or so, he was basically full-time at Twitter HQ learning the business down to the database level.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

No, I don't think he's out of doge. He didn't say he was out of doge. It was just a matter of how much time he could allocate to each thing. I mean, look, I saw this before when I was part of the Twitter transition is that for the first three months or so, he was basically full-time at Twitter HQ learning the business down to the database level.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

I mean, every nook and cranny of that business he learned about. Once he felt like he had a mental model and he had the people in place that he trusted, he can move to more of a maintenance mode.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

I mean, every nook and cranny of that business he learned about. Once he felt like he had a mental model and he had the people in place that he trusted, he can move to more of a maintenance mode.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

And I think that's the only way he can manage five companies is that he has these intense bursts where he focuses on something, gets the right people and structure in place, feels like he understands it, and then he can delegate more. And I think that he has reached that point with Doge, but he was also clear that he's gonna keep doing it because if he doesn't, there's gonna be a huge backsliding

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

And I think that's the only way he can manage five companies is that he has these intense bursts where he focuses on something, gets the right people and structure in place, feels like he understands it, and then he can delegate more. And I think that he has reached that point with Doge, but he was also clear that he's gonna keep doing it because if he doesn't, there's gonna be a huge backsliding

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

where all the corrupt interests will basically put back all this corrupt spending. So he's going to stay involved. But as an SGE, he's limited to 130 days a year anyway. And so it makes sense for him to kind of now ration his days a little more closely. But he's got the people in place. Remember, Doge... It wasn't just him. It was also the U.S.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

where all the corrupt interests will basically put back all this corrupt spending. So he's going to stay involved. But as an SGE, he's limited to 130 days a year anyway. And so it makes sense for him to kind of now ration his days a little more closely. But he's got the people in place. Remember, Doge... It wasn't just him. It was also the U.S.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Digital Service, which is basically the IT branch of the executive branch, which got put under Doge. So my sense is that Doge is going to continue. It's just that Elon is shifting to a mode where he can manage it one day a week or two days a week, as opposed to being there five days a week.

All-In with Chamath, Jason, Sacks & Friedberg
Trump Rally or Bessent Put? Elon Back at Tesla, Google's Gemini Problem, China's Thorium Discovery

Digital Service, which is basically the IT branch of the executive branch, which got put under Doge. So my sense is that Doge is going to continue. It's just that Elon is shifting to a mode where he can manage it one day a week or two days a week, as opposed to being there five days a week.