Will SORA kill your AI startup ambitions? Are we on the cusp of AGI? We discuss these topics and much more. Along with updates on SORA and Gemini 1.5, we'll explore which types of companies and industries are vulnerable and which are more defensible. Our second major topic revolves around Temu and their Super Bowl ads. We'll take a deeper look at their business model and compare them to Walmart, the dollar store, and Costco.

*Note: Jianggan's cat ripped out his lan cable half way through so we are stuck with the low quality recording :(

raw transcript: https://share.descript.com/view/KkjFpJ7iGNQ

substack: https://llbpod.substack.com/p/e35-sora-temu

00:00 Intro

00:21 Brief Update On Jianggan's Chinese New Year's Trip to China

02:33 The Setup For Sora (Startup Killer and AGI)

05:08 Speed of AI Development Is Undeniable

07:27 Navigating the AI Space As A Startup

10:38 Porn Industry Is Defensibility vs A.I?

11:21 Content Generation & Content Platforms In An AI World

16:45 Which Startups Will Sora / OpenAi Kill Now

19:05 What Will It Take To Survive As An AI Startup

21:48 Do You Need Deep Technical Knowledge To Build An A.I. Startup?

24:49 Do You Need To Be An AI Visionary?

28:50 Biggest Winners of AI Thus Far

30:55 AI Will Create New Realities

34:46 Artificial Starch

37:48 Temu Superbowl Ads

38:29 Does Temu Deserve Hate?

41:46 How Does Temu Work? Online Dollar Store or Online More Efficient Walmart?

52:01 What Is Costco's Magic Formula?

01:01:36 The Indonesian Elections

01:03:09 Why Should We Care?

01:03:39 Rise of Austronesian Dominance?