This chapter delves into the emerging content market for training AI, focusing on how companies like OpenAI are paying for content and the unique position of Google's AI model Gemini. It discusses Google's advantages in data access, the ethical considerations in AI practices, and the implications of Google's dominance in search results. The chapter raises questions about the future dynamics between well-funded entities like OpenAI and Google in terms of data access and the reliability of search results.
The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.
(0:25) Bill Barker and Dylan Lewis discuss:
- Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings.
- Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50.
- Why big is better for retailers this earnings season.
(15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.
Companies discussed: WM, COST, SRCL, GOOG, GOOGL
Host: Dylan Lewis
Guests: Bill Barker, Tim Beyers, Tim White
Producer: Mary Long
Engineers: Dan Boyd, Dez Jones
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