Google Alumni Turn Up the Pressure, Plus Softbank’s Latest AI Push 4/23/24

TechCheck

CNBC

Management, Cnbc, Tech, Faang, Investing, Business, Disruptors, Technology

4.5 • 66 Ratings

🗓️ 23 April 2024

⏱️ 6 minutes

🔗️ Recording | iTunes | RSS

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Summary

Two Google alumni are among those now turning up the pressure on their former employer. Aravind Srinivas of Perplexity and Dario Amodei of Anthropic are both leading upstart gen AI native companies. This time around, they have less to lose and are unafraid of taking on the giants. Plus, Softbank is reportedly now sinking nearly a billion dollars into developing a new generative AI model -- but is it too little, too late?

Transcript

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0:00.0	The generative AI space appearing on cnbec.
0:02.3	CEO is a perplexity, that newly minted unicorn startup,
0:06.4	and Anthropic, which makes the AI chatbot Claude.
0:09.8	Our dear d'erbosa was watching that, has some details on today's tech check what you think
0:13.4	d hey good morning Carl well those two CEOs they work in different categories of
0:18.4	Gen AI startups there's anthropic building the foundational models and then there's
0:22.4	perplexity which builds on top of many
0:25.0	different models the application layer but what they have in common they are both
0:29.4	Google alums challenging the incumbent and Anthropic has backing from Google,
0:34.0	as well as Amazon, but its Cloud 3 LLLM also competes with Google's
0:38.0	Gemini, and perplexity is doing what Google is unwilling to do.
0:42.0	A new user interface that totally embraces Gen A. doing what Google is unwilling to do.
0:42.5	A new user interface that totally embraces Gen AI
0:45.4	and a new type of query that could replace search
0:48.4	and more importantly search ads.
0:50.6	Here is the O'Rvin's Serena Vass on Squackbox today.
0:54.0	The incumbent is always our biggest competition, Google, because we are entering the
0:59.1	search category, except the difference is being unlike previous competitors to Google that try to take
1:05.4	market share in the 10 blue link search engine market share. Instead we are trying to create a new
1:11.1	category called the answer engine where you just get a direct answer to any
1:15.4	question you ask and it disrupt the whole Timbluink user interface.
1:21.4	Disrupting the whole user interface.
	...

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