Show notes
Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis Hassabis, Dario Amodei — more or less everyone who leads modern AI worked at Google circa 2014.
Highlighted moments
The entire AI revolution that we are in right now is predicated by the invention of the transformer out of the Google brain team in 2017. So think OpenAI and ChatGPT, Anthropic, NVIDIA, hitting all-time highs. All the craziness right now depends on that one research paper published by Google in 2017.
“they stop all conversations after five turns. So, you can only have five turns of conversation with the chatbot, and then it's just, and we're done for today.”
“A 50% gross margin from your supplier or an 80% gross margin from your supplier is the difference between a 2x markup and a 5x markup.”
Transcript
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