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- General Bay is a, is a
line, you know, of an era.

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You know how they have, whenever
you have like dinosaurs,

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there's eras or whatever.

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This is an era, right?

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- So we're at the beginning
of this really massive shift

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with artificial intelligence,

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and we're being told there's
a, there's a whole new way

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that we're gonna be
interacting with computers.

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And among all of the
tech businesses, the one

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that seems most poised
for a change is Google.

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What's next for Google
with the coming wave

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- Of it?

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Oh, I think they're gonna be huge.

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I think this is a new
lease on life for them.

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Search is starting to go
down, you know, that's not

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how people are gonna,
'cause people are now, AI is

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inside search, right?

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So they have so much data,
but they've gotta be careful

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because of their monopoly
position in search,

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even though it's sort of a
declining monopoly position

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that they have the government
and it's cross hair.

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So they've gotta be
very careful about that.

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But I do think they're poised to do a lot

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of things if they need to.

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Like they could, they have so many assets,

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or it's a worldwide brand
power computing power.

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This new AI stuff is gonna
take enormous amounts

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of computing power.

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And they have it. And there's
a handful of companies,

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Google, Microsoft, Amazon, Facebook,

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to a lesser extent the others.

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- Do you think they're better
positioned than OpenAI is

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to be the dominant platform of

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- People?

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Yes. They're, they're hindered
by regulatory issues for,

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but OpenAI has Microsoft as its partner

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and Anthropic has Amazon as its,

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so everyone's gonna
partner up, but yes, yes.

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Obviously they were,

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they've been slow, they
were slow to cloud.

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I had a long discussion with Sundar,

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many Sundar Phai many years ago about

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why didn't you get to cloud?

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Well, they were using it for
search, so they didn't have the

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bandwidth, but what a great business.

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They kind of, then they
got into it and did okay.

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They could pivot anywhere they want.

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It's just a question of whether
they have the, you know,

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the executive will to do so.

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- Is the business still
gonna be, you know, the,

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the surfacing of information,

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which has been Google's whole thing?

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Yes. Is there gonna be a
bigger shift to, you know,

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this is an operating
system style thing now,

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- You know, they've had
their like little flirtations

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with cars and everything else.

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They still are with Waymo.

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I think they need to drill
down into AI and that's it.

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That's, you know, they're, it's
still search in a different

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way, but it's, you know, resurfacing

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of information is what they do.

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And then selling advertising against it.

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Now things will change.

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I think their regular search business is

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declining eventually.

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I wouldn't mind having
their set of cards at all.

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I mean, it's just a question of

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inertia of these big companies.

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And that's where, you know,

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the little companies like OpenAI,

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Google should have been at
the forefront of, they were,

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they bought Deep Mind a million years ago.

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I broke that story actually.

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They were very early to this step.

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They just moved slower and more carefully

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because of who they are

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and how big they're, you know,

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they're big if they move things break

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- Opening.

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I kind of forced their hand a little bit

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- In terms of it did when they did.

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But they were there. That was the,

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when they bought Deep
Mind, everyone looked up

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because they were the one that had,

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were at the forefront of this.

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And then they got, you know,

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Microsoft was at the
forefront of a lot of things.

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And then Google ran past them, right?

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So that happens all the time.

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But now Microsoft's recovered
and they're doing just fine,

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but they're big, so they'll be fine.

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You know, they're not in danger of like,

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becoming desiccated antiques for no way.

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It's not like the end of May.

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Like Kodak, like if
you're thinking they're

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Kodak, they're not Kodak. So,

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- Well in terms of desiccation,

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what do you think about the
health of the web, right?

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Because Google really
relies on their being fresh,

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constant UpToDate content.

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But websites are kind of falling apart.

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They are, as an industry,

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- That's not how we're gonna
interact with it anymore.

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It's gonna be a, a pull it.

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You know, years ago there was the pull

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thing that, what was it called?

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There was a bunch of
companies. It was too early

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and it would pull information for you.

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And I'm blanking on the name of it,

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but it was a, it was a
really interesting idea.

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It would go get things for you.

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That's the way it's gonna be
like the way retail is now.

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You're not going into a Circuit City.

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Like you don't remember Circuit
City. You're not going in

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the supermarket, you're
not going there anymore.

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It's, you will maybe a
little bit for convenience,

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but nostalgia, whatever.

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Just like why?

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Like its, why should
you go hunt things when

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you can just go, I'd like this.

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And then why should
you go search for them?

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Like, it'll know

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what you want and you
will know what you want.

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Or you'll just do it by speaking or vision

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or I'll take one of those and,
and the screens will be big

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and you'll, it's like you're in a store.

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There's gonna be physical
things, logistics.

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'cause 'cause we're still physical.

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We're not gonna, we
haven't out of our brains

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yet and out of our bodies.

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But yet, but I think that

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everything that the line I have
in the book that I say over

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and over again, everything

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that can be digitized will be digitized.

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Period. End of story. So
now what does that mean?

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Start to look at everything.

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And it's just because we
can't digitize it now,

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it doesn't mean we won't
be able to digitize it

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or you know, we'll be
printing livers someday.

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We'll print livers. We will, we'll be able

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to digitize organic material.

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We'll print everything,

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- Check it out.

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It's called Burn Book.
Thanks for watching. I.