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All In Podcast Episode 168 Recap and Notes March 1 2024

March 1 2024

  • Jason enjoying fancy houses
  • Sacks has a big talk coming up soon in DC
  • Groq doing well
    • 10k developers on waitlist
  • Google’s Gemini DEI Black Eye - Woke AI

    • 3 main businesses

      • Search Ads
      • YouTube
      • Cloud

    • Search has best margin and does $50B a quarter

    • Will Sundar survive this challenge right now?

    • Will GOOG stock trade well?

    • Apparently internal employees are finally standing up to Responsible AI’s reported “irresponsible” conduct

    • “The tree of liberty must be refreshed from time to time with the blood of patriots and tyrants” - Jefferson

    • The company is the way it is because they have chosen to be that way

    • Apparently every meeting above a certain size has a DEI person in it (in Google)

      • Similar to Commander and Commissar example in Soviet Union

    • If Google loses even a couple % points of search market share, their stock price could be cut in half

    • Employees in Google - a good chunk of them - think they can use Google to change the world in random ways - instead of focusing on their original core mission

    • These DEI folks are pulling a legal card - their point of view is the law - which isn’t exactly true - but they use it

    • 20-30K RIF is coming maybe

    • Google employees 90% donated to Democrats (Shellenberger reporting)

    • Shaun Maguire had this happen because he was a white male

    • Chamath’s companies - HR doesn’t have a role

      • Retain 3rd party lawyers to take care of bad things
      • Have committees of employees go find good benefits package - the committee is diverse in terms of needs (sick partner, family person, young and single, etc)
      • Have each head of function own recruitment
  • Google data deals
    • Reddit
    • Stack Overflow
    • TAC 2.0 - Traffic Acquisition Cost
    • Not clear how to value all this content - how much of the content is really used and useful?
  • Klarna AI success
    • Doing work equivalent to 700 human agents
    • Driving $40M profit increase this year
    • This causes customer service companies to lose their market cap
    • Klarna could open source this - get benefit from community AND get good karma
    • In the future you will get a $1B company with a 1 person company
  • Reddit S1
    • Meh business

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