E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union

Feb 11, 2023

(0:00) Bestie intro!
(1:49) Report about US involvement in the destruction of Nordstream pipelines, breaking away from the military-industrial complex
(28:26) Bestie refresh!
(33:13) The AI Search Wars: Microsoft pressing hard, Google has a rough week
(45:06) Sundar's next move: How should Google counterpunch? Google's troubled business model, will we see successful lawsuits over training data?
(1:12:41) Will generative AI commodify enterprise SaaS? If so, what happens to VC returns?
(1:31:14) Disappointing State of the Union, precarious situation between debt, taxes, and entitlements

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Referenced in the show:
/ 1623540190060101632
https://seymourhersh.substack.com/p/h...
https://www.foxnews.com/politics/stat...
https://www.state.gov/secretary-anton...
/ 1574817556950663169
https://www.bloomberg.com/news/articl...
https://www.bloomberg.com/news/articl...
• Eisenhower Farewell Address (Best Qua...
https://www.theverge.com/23589994/mic...
https://www.reuters.com/technology/go...
/ 1622710355775393793
• Why Microsoft’s CEO is ready to take ...
https://neeva.com
https://support.google.com/legal/answ....
/ 1623359864100601861
https://github.com/features/copilot
https://www.theverge.com/2023/2/6/235...
https://www.theverge.com/2022/11/8/23...
/ 1620447620987785216
https://i.kym-cdn.com/entries/icons/o...
/ 1622832701131874306

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