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cover of episode E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more

E126: Big Tech blow-out, Powell’s recession warning, lab-grown meat, RFK Jr shakes up race & more

2023/4/28
logo of podcast All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg
AI Deep Dive AI Chapters Transcript
People
(
(无法确定具体发言人)
C
Chamath Palihapitiya
以深刻的投资见解和社会资本主义理念而闻名的风险投资家和企业家。
D
David Sacks
一位在房地产法和技术政策领域都有影响力的律师和学者。
F
Freeburg
J
Jason Calacanis
一位多才多艺的美国互联网企业家、天使投资人和播客主持人，投资过多家知名初创公司，并主持多个影响广泛的播客节目。
Topics
Freeburg: Google财报显示喜忧参半，反映了当前低迷的宏观环境。Google的搜索和YouTube收入同比下降，其他业务也出现下滑。Google财报中缺少关于未来战略规划的清晰阐述，尤其是在运营成本和AI战略方面。Google的财报电话会议缺乏关于成本结构改进和未来战略的清晰沟通，令投资者失望。Google需要在产品战略和成本控制方面迎头赶上竞争对手，否则股东可能会失去信心。Google在AI方面拥有比微软更强大的优势，但需要展现出领导力和决心才能充分利用这一优势。 Chamath Palihapitiya: Google无需进行CEO更迭，只需采取一些简单的措施，例如裁员和削减成本，就能改善公司状况。大型科技公司已经过了高速增长阶段，现在是大型现金流公司，其增长不再依赖创新。大型科技公司已转变为“现金牛”，其估值很高，但增长潜力有限。美联储对抗通货膨胀的方式过于激进，可能会对经济造成严重损害。全球经济格局的变化导致成本上升和通货膨胀。劳动力和资本之间的紧张关系，以及AI技术的发展，将对未来的经济产生深远影响。 David Sacks: 尽管大型科技公司增长放缓，但大多数公司都超出了预期，并对未来表示乐观。美联储主席鲍威尔认为，经济前景不确定，衰退的可能性与温和增长的可能性大致相同。鲍威尔表示，为了对抗通货膨胀，需要减缓经济增长，甚至降低工资水平。大型科技公司可以通过削减开支和股票回购来应对经济衰退。亚马逊的业绩超预期，但经济衰退的可能性仍然存在。 Jason Calacanis: AI技术正在迅速发展，并对知识工作者产生重大影响。到今年年底，AI可能能够完成30%的知识工作。AI技术提高了知识工作者的生产力，这有助于提高实际工资水平，而不会导致通货膨胀。AI技术不仅能降低成本，还能创造新的产品和服务。AI技术将催生许多新的产品、产业和商业模式。

Deep Dive

Chapters
The discussion focuses on the mixed performance of Google and the broader macro environment, questioning whether big tech companies are past their peak growth phase.
  • Google's mixed quarter and strategic challenges
  • The evolution of big tech companies from innovation drivers to cash cows
  • The role of AI and cost-cutting strategies in future tech company performance

Shownotes Transcript

(0:00) Bestie intro!

(1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture

(24:21) AI update: new projects, global enablement, early adoption

(37:38) SF CRE continues to collapse, Gotham City update

(47:52) Lab-grown meat: possibilities, potential impact, and major constraints

(1:06:47) Quick earnings button and RFK Jr's presidential bid

Follow the besties:

https://twitter.com/chamath)

https://linktr.ee/calacanis)

https://twitter.com/DavidSacks)

https://twitter.com/friedberg)

https://twitter.com/GavinSBaker)

Follow the pod:

https://twitter.com/theallinpod)

https://linktr.ee/allinpodcast)

Intro Music Credit:

https://rb.gy/tppkzl)

https://twitter.com/yung_spielburg)

Intro Video Credit:

https://twitter.com/TheZachEffect)

Referenced in the show:

https://www.google.com/finance/quote/GOOG:NASDAQ)

https://www.cnbc.com/2023/04/25/google-authorizes-70-billion-buyback.html)

https://www.cnbc.com/2023/04/25/googles-cloud-business-turns-profitable-for-the-first-time-on-record.html)

https://www.cnbc.com/2023/04/20/alphabet-merges-ai-focused-groups-deepmind-and-google-research.html)

https://www.theinformation.com/articles/in-google-founders-shadow-ceo-pichai-discovered-the-limits-of-his-power)

https://abc.xyz/investor/static/pdf/2023Q1_alphabet_earnings_release.pdf?cache=0924cc)

https://thehill.com/business/3975838-fed-chief-duped-into-fake-interview-with-russians-posing-as-zelensky)

https://fred.stlouisfed.org/series/JTSJOL)

https://fred.stlouisfed.org/series/CIVPART)

https://www.lawnext.com/2023/04/harvey-ai-raises-21m-in-a-series-a-round-led-by-sequoia.html)

https://www.wsj.com/articles/pricewaterhousecoopers-to-pour-1-billion-into-generative-ai-cac2cedd)

https://twitter.com/friedberg/status/1651371655774584832)

https://twitter.com/mckaywrigley/status/1651291367224807424)

https://www.wsj.com/articles/san-francisco-commercial-real-estate-office-buildings-471742ea)

https://twitter.com/Jason/status/1650974906916671493)

https://www.kron4.com/news/bay-area/ex-san-francisco-fire-commissioner-attacked-homeless-people-with-bear-spray-attorneys-say)

https://www.wsj.com/articles/inside-the-struggle-to-make-lab-grown-meat-12cf46ab)

https://www.cnbc.com/2023/04/27/amazon-amzn-q1-earnings-report-2023.html)

https://twitter.com/RobertKennedyJr/status/1649190840198209537)