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generative AI search

3 statements across 2 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Feb 11, 2023 by David Sacks · across every show →

Everything said about generative AI search, oldest first

Feb 11, 2023 negative
Prediction Not checkable as stated
Sacks: Generative AI search could disrupt search advertising monetization models
“I think the whole monetization model might change.”
David Sacks Feb 11, 2023 ▶ 48:39 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
Feb 11, 2023 bullish
Prediction Not checkable as stated
Chamath: Specialized silicon will make AI search scalable and affordable
“The ability to run this at scale is going to happen because we're getting better and better at creating silicon that specializes in doing things in a massively parallelized way.”
Chamath Palihapitiya Feb 11, 2023 ▶ 41:24 E115: The AI Search Wars: Google vs. Microsoft, Nordstream report, State of the Union
May 17, 2024 positive
Prediction Not checkable as stated
Calacanis: Generative AI will increase total search queries and user engagement
“My belief is that this is going to result in more searches and more knowledge engagement because once you Get how to cook your steak and get the right temperature, right? For medium rare. It's going to anticipate your next three questions better. So now to say…”
Jason Calacanis May 17, 2024 ▶ 1:25:52 GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?
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