Decoder with Nilay Patel

What Apple’s OpenAI lawsuit is really about

It's just a pattern, maybe not worth diving into at great length, but in the '90s, Apple pushed copyright law to the limit. They sued Microsoft for allegedly infringing on how the Mac looked and felt with Windows. I will point out that Windows still exists, Microsoft is fine. And then in the 2000s and early 2010s, Apple pushed patent law to the limit, suing Samsung for allegedly violating a bunch of patents with Android and Galaxy phones because Apple felt that they had protected the iPhone. Samsung eventually paid about $1 billion in damages and those cases just went around in circles forever. But I'll point out that Android still exists, Samsung is doing just fine.

Invest Like the Best with Patrick O'Shaughnessy

Etched - Building AI Hardware to Make Inference Faster and Cheaper - [Invest Like the Best, EP.480]

The thing that I find most interesting about Etched is that they're making a bet that transformers are not going away. And the reason that's a interesting bet is that every other chip company has to hedge. Nvidia has to build a chip that runs all possible AI models, because they don't know what's going to win. Etched is saying transformers have won, and we're going to build a chip that only runs transformers, and by doing that, we can be so much faster and cheaper that it doesn't matter if we don't run other things.

Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

The biggest threat to Uber is not another ride-sharing company. It's a car company that figures out autonomy and decides to build a consumer brand on top of it. Because if you've got the technology and you've got the cars, you don't need us.

Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

The biggest risk to Uber is that we get disrupted by autonomy. Because autonomy is going to lower prices. Lower prices will mean more trips. And if we're not part of that autonomous future, we'll essentially be stuck with an ever-more-expensive human-driven transportation service while our competitors will have cheaper and cheaper autonomous transportation.

Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

The most dangerous thing that could happen to Uber is if one of the AV companies actually decided that they wanted to be a ride-sharing company, that they wanted to own the consumer relationship and own the driver relationship. Because then you'd have a competitor with a superior technology and they decided to go vertical.

Invest Like the Best with Patrick O'Shaughnessy

Dara Khosrowshahi - Uber's Bet on AVs, AI, and Building a Super-App - [Invest Like the Best, EP.476]

The biggest risk to Uber from autonomy is if one of the AV players decides to go it alone and not work with an aggregator like Uber. Because if one of them breaks out and they have, let's say, 30% of the market, and they're keeping that 30% to themselves, well, then we don't have access to 30% of the supply.

The CEO Signal

Dan Schulman, Verizon CEO, on AI, Layoffs & Punching Back | The CEO Signal

For the last several years, we've basically gently ceded market share to the other players in the industry. And I came in and said, that's a no-go. That is unacceptable. We're going to win in the marketplace.