Chamath Palihapitiya

The question is, which one?

I guess it really comes down to how motivated do we think Google and Facebook will be to build that bridge from their ad networks to their AI offerings?

Obviously, Facebook is kind of MIA in all of this, but Google is not.

And I think that will be the determinant here is.

And Sax, I think you weren't on the pod last week or maybe two or three weeks ago, but Google has announced Google Workspace Studio to do AI automation.

And it's, yeah, it's online and people are playing with it already.

So they have joined the OpenClaw party.

And GC has a big move in this.

Hamant was on the program in January when we did the interview show, and he's got GC buying up and rolling up accounting firms, et cetera, healthcare firms, hospitals, et cetera.

This seems to be part of the future of venture capital is taking AI sacks

and actually buying out, or I should say big VC, kind of starting to look like private equity, buying out hospitals, accounting firms, business processing firms in India, putting them all together, and then running them with AI.

So any final thoughts on that, Sax, as a business strategy?

Freebird, what's your take on this reset as Chamath?

describes it do you think this is just a flight to the quality of the free cash flow of the mag six and just how much cash they print and then maybe the other ones are smaller footprints and they're just more disruptible we had this discussion many years that google and apple microsoft they would all be disrupted at some point facebook and that just simply hasn't happened they've gotten much more nimble at copying products or incorporating you know features and products into their core offering so your thoughts

There are probably three things that we would agree are great modes for businesses, brands, network effects, and the management team.

Those come into play here as well.

Yeah.

Well, I was thinking more like, obviously, Elon and Tesla is going to relentlessly innovate.

Yeah, the network effect of Apple's ecosystem, and they have hardware, right?

And they've been just on that path of making their own silicon.