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Entering Uncharted AI Territory - Sunday Reads And Listens

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Howard Lindzon
August 11, 2024

Dakota Ridge - Steamboat Springs

Good morning from Steamboat Springs where Ellen and I have been for a few days visiting our friends Bruce and Jill.

We are headed out into these post storm mountains after I post this for a hike.

Colorado views need no AI, but here we are in 2024 in uncharted AI territory.

On the topic of uncharted AI territory I enjoyed this podcast with Martin Casado on this topic

Martin is a partner at Andreessen Horowitz and first joined me on Invest Like the Best in 2022. So much has changed since then, and it was awesome to have Martin back to discuss all of the different implications of this AI revolution. Before joining a16z, Martin pioneered software-defined networking and co-founded Nicira, which was bought by VMware for $1.3 billion in 2012. He has studied, built, and invested in digital infrastructure his whole career which has primed him to go in-depth in this interview on the immense opportunities and challenges AI presents among creativity, policy-making, agentic systems, real-world data structures, and beyond.

This made me laugh today because both things happen to be true when it comes to the uncharted waters of AI…

As The Secret CFO quips…Elon Musk, Zuckerberg, China (Tik Tok), Putin, Google search algos, New York Times, WSJ, MSNBC, CNN, The BBC, The UN and every two bit Fintwit Scammer etc is licking their chops at their ability to spin lies, torture souls and commit fraud at almost zero marginal cost.

On the bearish case for the current state of AI is the talented Ed Zitron who lays out his case here. I love reading Ed because he is pissed at the players (for good reason) and makes me think about what is and could go wrong and what to be looking out for.

I am a Google shareholder and think Google will benefit from AI, but many smart technology friends think otherwise.

On the bearish case for Google, OM has a great essay titled ‘Google’s Real Googly’. Take the time to read it.

A bullish case for Google and Meta winning consumer AI comes from Apoorv. Have a read.

Michael Parekh (my Trends With Friend’s co-host) believes Apoorv’s too optimistic about Meta and is sticking with Google Search winning AI. His older post on the subject is linked again here for reference.

Hope you enjoy.

Have a great Sunday.

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