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8479 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

on the enterprise side and Propic is just absolutely crushing.

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

So what are we seeing?

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

We're seeing a nascent market get created.

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

We saw an allocation of traffic that basically favored one company over everyone.

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

And now we're starting to see a sorting function and a classifier in all of these different markets.

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

It's like breaking apart, right?

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

There'll be winners in science.

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

There'll be winners in enterprise level coding.

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

There's going to be winners on the chat side.

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

And where are the advantages going to be?

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

On the enterprise side, it's going to be model quality.

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

Anthropix is excellent.

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

On the chat side, it's probably going to pivot around your existing inherent distribution.

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

The only thing that I would push back on what you said though is that I agree that Google has done an absolutely incredible job in defending search, but I think what this creates

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

is the setup where now they can cannibalize themselves versus having their market cannibalize for them.

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

That's still going to be a very tough decision for Google to make, and it's going to happen.

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

Is this what it'll be like when we have to be in a studio?

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

When we get to this level of scale where our show actually matters?

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

And we need to be in a studio.