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8423 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

For Google, sorry, right?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

I think the thing that he needs to understand is he's equating this to energy, but the reality is that in AI models, the thing that we care about is what is that output token?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

What is the revenue that's being generated?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

What is the revenue that's being generated by the output token?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Ultimately, what he doesn't appreciate is that obviously Google and Facebook and Microsoft and OpenAI and X are not going to be in the business of generating negative revenue output tokens just for the sake of it.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

How do you know that?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

My wife got to the end of the internet this week.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

She launched X, put it on voice mode.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

She was stuck in traffic going from our house all the way to San Mateo and back.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

That's like 10 minutes.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

No, it's 25 minutes up, 25 minutes back.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

She said, hey, you know what?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

I ran out of tokens.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Like it said, you can't use it anymore.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

On Grok.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Yeah.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

Why do they do that?

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

It's because they are very conscious of there's a certain energy output, there's a certain revenue potential, and then beyond this, they start to gate it.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

You do it on OpenAI, you do it on all these things.

All-In with Chamath, Jason, Sacks & Friedberg
Epstein Files Fallout, Nvidia Risks, Burry's Bad Bet, Google's Breakthrough, Tether's Boom

So they are already keenly aware of the value of these output tokens.