E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update
All-In with Chamath, Jason, Sacks & Friedberg
The Gemini of Commoditization
Jeff Dean, an influential figure at Google, leads an important project called Gemini, which is a collaboration between DeepMind and Google Research. The challenge for Google is not technical capability but organizational efficiency. The growing number of foundational models, including Gemini, marks a trend towards commoditization. This shift benefits the ecosystem and developers.
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