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Chapters
00:00 Introduction and Discussion of Recent Papers
00:37 Google And Facebook – Corporate Life Cycle
03:00 Corporate Life Cycles & Growth Investors
04:30 Larry Page – Google Remain A Startup
06:55 Paying Dividends and Mega Acquisitions
09:50 Google & FacebookGetting Cheap With Employee Stock
11:30 Amazon not paying dividends
12:37 Warren Buffet Vs Speculators
14:51 Youtube And Google
16:40 Questions – Coldly – Can Google Lose?
17:17 OpenAI’s Marketplace failures
20:00 Second Mover Advantage
22:22 OpenAI Muddling? Or Broad Adoption For Revenue?
25:25 Google’s AI Models & History
28:37 Questions – Raguila – Why Use Llama instead of GPT-4?
30:31 Questions – Sam – Should we use multiple AI models?
#ai #openai #google #chatgpt
