GPT in 2023: A Marriage with Microsoft, The Bull and Bear Case for Google, Compute Questions and More

1

Introduction

00:00 • 3min

2

OpenAI

03:13 • 4min

3

Chat GPT

07:43 • 3min

4

How to Think About Startup Valuation in General

10:23 • 4min

5

How Can We Make AI to Generate Personalized Results for Individuals?

14:11 • 2min

6

Chat GPT 3

16:37 • 3min

7

The Bear Case for Google and Chat GPT

19:27 • 5min

8

I'm Gonna Bet on Google's Response to Vertical Search

24:40 • 3min

9

Is Open Source Really a Good Idea?

27:11 • 3min

10

I'll Pay It. We'll Get All Our Money Back

29:49 • 2min

11

Is Google Search a Threat to Chat GPT?

31:38 • 2min

12

Is Chachi TV a Good SEO Tool?

33:10 • 2min

13

Google and Microsoft Don't Want to Make Money on Google, Right?

35:22 • 2min

14

Is Bing a Threat to Google?

37:28 • 2min

15

Is the Internet a Bullish Thing for AI Models?

39:23 • 3min

16

The Real Ben Thompson Mispronounces the Word Bag

42:11 • 2min

17

What Do You Think About AI in the Big Five?

43:47 • 6min

18

Is There a Limit in Efficiency With AI?

49:18 • 4min

19

The Future of Communication Technology Is Not Just a Big Six

53:14 • 3min

20

What Language Is a Word Guy?

55:44 • 4min

21

Is TV Advertising Saying Stronger Than People Think?

59:31 • 4min

22

Is Sunday Ticket Essential to Football Fans?

01:03:26 • 2min

23

Streaming Services for Sports

01:05:22 • 3min

24

Amazon Prime

01:08:08 • 2min