Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Chamath Palihapitiya

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
26211 total appearances
Voice ID

Voice Profile Active

This person's voice can be automatically recognized across podcast episodes using AI voice matching.

Voice samples: 14
Confidence: High

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

No, but the truth is, these dipshits who ever wrote this story, the actual best feature or amongst the best features of perplexity, which...

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

It's actually got a really great co-work competitor called Computer I've been playing with.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

I'm not a shareholder, to be clear.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

There's no book being pumped here.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

The model console is like the greatest feature that they have.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And what is really brilliant about it is you ask it a question, Sachs,

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

It will go to all three different major models.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

You can pick which ones, including open source.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Then it tells you where they differ, and it tries to figure out why they differ.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

This is like one of the great features of the product.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

I think Perplexity is like, could be a really great company as well, even without a language model.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

But let's talk a little bit more about OpenAI here and their market share, because I think you're correct, Chamath, but they are getting off their game.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

here's what's going on quick look at the consumer market.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

And obviously, they started with 100% market share, right, they created the category in 2023. drop down to 80 for 5% market share 2024 75% market share 2025.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

But by how much has the market grown?

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

Precisely.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

So the market is still growing.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

So in terms of number of searches and queries, they're obviously growing tremendously.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

But they have major, major competitors and the market share is going down.

All-In with Chamath, Jason, Sacks & Friedberg
Anthropic's Generational Run, OpenAI Panics, AI Moats, Meta Loses Lawsuits

I had my team over at This Week in AI do a more thoughtful analysis of where this is going.