Episode Details
| Title | DOGE kills its first bill, Zuck vs OpenAI, Google's AI comeback with bestie Aaron Levie |
|---|---|
| Date | 12/20/2024 |
| Podcast | All-In with Chamath, Jason, Sacks & Friedberg ↗ |
Key Insights
Bullish:
- 🟢 $GOOGL - Google is seen as a strong contender in the AI space due to its vast data repository, infrastructure, and team advantages. Their AI product, Gemini, is expected to be a market leader.
- “They were late. The compounding effects are playing out, and it's only gonna continue to compound. And I will say the data repository at Google, the engine that they have, the infrastructure, the team, all everything down to components is advantaged.” - Jason (1:28:34)
- “I think we've hit peak OpenAI in the market. I think they're gonna be the number 3 or 4 player. I think Gemini, Meta, and XAI are going to lead them.” - Chamath (1:34:13)
- 🟢 $META - 🔒
- 🟢 $XAI - 🔒
- 🟢 $AIAGENTS - 🔒
- 🟢 $USDC - 🔒
Bearish:
- 🔻 $OPENAI - 🔒
- 🔻 $ENTSOFT - 🔒