4.6 • 2.7K Ratings
🗓️ 10 January 2026
⏱️ 7 minutes
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| 0:00.0 | This is CBSI on the world. I'm John Batchel with Gary Rivlin, who is very generous to help me understand his new book, AI Valley, Microsoft, Google, and the trillion-dollar race to cash you in on artificial intelligence. This is not a series of algorithms. This does not require you to know how to code. These are personalities. |
| 0:21.3 | They're very important personalities. |
| 0:23.5 | And Mark Zuckerberg now enters the stage. |
| 0:26.5 | Where is meta? |
| 0:28.4 | Did they go wrong? |
| 0:29.5 | What have they got, Gary? |
| 0:31.9 | Well, you know, meta, they were really early on. |
| 0:36.0 | They were just behind Google in jumping on machine learning. |
| 0:40.4 | This dates back to the early 2010s. |
| 0:42.8 | And they too suffered the same problem. |
| 0:45.6 | You know, the innovator's dilemma, as it's called, that, you know, they could create |
| 0:50.0 | cutting-edge models within the company, but then they're scared to release it because it, |
| 0:54.9 | what it might do, you know, to their existing revenues. And so, you know, META, right before |
| 1:02.0 | CHAPT came out, they had a rival. They put it out for a day or two. They didn't like some |
| 1:08.1 | of those things that said, so they just pulled it. So MET meta did something, Zuckerberg said something really, really smart at the beginning of |
| 1:13.9 | 2023. |
| 1:14.6 | Like, okay, chat GPT is out there. |
| 1:17.2 | Microsoft has its co-pilot. |
| 1:19.0 | Google's coming out with its chatbot. |
| 1:21.7 | Instead of being the fifth or tenth new chatbot, he decided to open source it. |
| 1:26.8 | Now, open source means that you're not going to be able to sell it. |
| 1:30.5 | So to use, most products were buying from Microsoft, Google, whatever, they're closed source. |
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