More or Less

#34: 7 Trillion Reasons Why


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The gang unpacks all the latest news about OpenAI and Sam Altman. Plus, does Google have a shot in AR/VR? And our dream Vision Pro apps.

Takeaways

  • Sports media has become a successful form of linear storytelling in the internet age, creating a national monoculture.
  • The globalization of sports presents challenges in creating a unified global sports event.
  • The Vision Pro and Quest devices offer different experiences, with the Vision Pro being more suitable for work and the Quest providing a more immersive gaming experience.
  • There is a debate on the potential role of Google in the face computer market, with some believing that Google's strategy may not be successful.
  • The Vision Pro and Quest strategies have different focuses, with the Vision Pro being more spatial computing oriented.
  • The potential of spatial computing and its impact on social software is a topic of interest and exploration.
  • Communication and social interaction in the Vision Pro present challenges that need to be addressed.
  • There is excitement and positive impressions of the Vision Pro, with potential for professional and enterprise applications.
  • Agents and their role in AI are gaining attention, with potential for enhancing various tasks and workflows.
  • OpenAI's plan to raise $7 trillion for AI chips is seen as absurd and lacking credibility.
  • Tech leaders making outrageous statements can harm the perception of the tech industry and overshadow the serious work being done.
  • The episode highlights the need for rational and disciplined business practices in the tech industry.
  • Show Notes

    00:00:46 - Introduction and Welcome

    00:00:57 - The Full Quad Gathered

    00:02:50 - AI News Discussion

    00:03:02 - Vision Pro Analysis

    00:03:45 - Missed Pop Culture Corner

    00:04:58 - Superbowl and Taylor Swift Discussion

    00:07:40 - Brock Purdy's Super Bowl Performance

    00:08:26 - Sports Documentary Entertainment Genre

    00:10:52 - Sports Media as the Final Frontier

    00:12:13 - National vs. International Sports

    00:13:06 - The Monoculture of Sports

    00:14:04 - NBA and Global Sports Tournaments

    00:15:00 - The Flailing Olympics

    00:15:41 - The Decline of Olympic Storytelling

    00:17:14 - AI News and Vision Pro

    00:17:43 - Vision Pro vs. Oculus

    00:18:06 - Vision Pro as a Work Machine

    00:18:17 - Oculus Content and Games

    00:18:49 - Camera and Social Potential

    00:19:20 - Spatial Computing

    00:20:24 - Google's XR Software Shift

    00:21:19 - Android vs. iOS in XR Space

    00:25:01 - Content-Driven Business Models for XR

    00:25:43 - Vision Pro's Unique Position in XR

    00:26:09 - The Potential of the Spatial Internet

    00:29:05 - Social Software Challenges

    00:35:20 - Developer and Creator Interest in Vision Pro

    00:38:03 - Zillow Gone Wild and Vision Pro Ideas

    00:38:44 - Music Video Apps 

    00:39:45 - Gaming and Social Apps

    00:41:37 - Professional Apps

    00:42:07 - Aviation Apps

    00:45:59 - AI News

    00:46:23 - OpenAI's Agent

    00:46:46 - Brett Taylor's New Company Launch

    00:47:17 - OpenAI Search Product

    00:49:20 - Google's AI Rebranding to Gemini

    00:51:34 - OpenAI's $7 Trillion Semiconductor Funding Strategy

    00:53:43 - The Era of Absurdist Capitalism?

    00:54:03 - The OpenAI Governance Crisis

    00:55:11 - A Rational Comparison to the US Budget

    01:00:15 - The Tree Removal Story

    01:02:09 - Episode Wrap-Up and Thanks

    ...more
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    More or LessBy Dave Morin, Jessica Lessin, Brit Morin, and Sam Lessin

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