The Unbundlers - HOTPOD.AI

Hot takes - Sundar Pichai on All In


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Oliver and Victoria dive deep into Sundar Pichai’s revealing interview on the All-In Podcast, and emerge with a theory: Google isn't competing—it’s conquering, through what Oliver calls a submarine monopoly. Silent, patient, and infrastructural.


From TPUs to quantum computing, AI overviews to data center energy control, this is less about innovation and more about terraforming the digital future—without most of us even noticing.


🔥 In this episode:


Why Google’s "patience" is actually strategic dominance

The illusion of disruption vs. the reality of infrastructure control

Democratization or dependency? The truth behind AI at scale

The chilling implications of tech monopoly built through silence

Can innovation survive in a world where the substrate is already owned?

...more
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The Unbundlers - HOTPOD.AIBy HotPod