تحلیل استراتژیک جنگ Google و OpenAI

SecondGroup podcast is  for informational purposes only and does not provide stock or securities recommendations. The co-hosts may own stocks or assets discussed on the show   In this episode, we explore various scenario analyses for the next 12 months of AI reasoning models and examine different asset classes, with a specific focus on the private market.   This episode was recorded in the Bay Area. We missed having Shirin with us, as she was traveling Ardalan Javadi Linkedin : https://www.linkedin.com/in/ardalanjam1369/ Farzam Hejazi Linkedin : https://www.linkedin.com/in/farzam-hejazi-5b608081/ Shirin Mojarad Linkedin : https://www.linkedin.com/in/shirinmojarad/ 0:00 Summary 1:44 Subjects   2:18 Ardalan’s experience at the Acquire Live event in San Francisco 3:35 Zuck's Personal Rebranding 5:44 Fed Policy  7:52 What's Ahead in the Market Over the Next 12 Months 10:11 What Can We Learn from Japan? 13:48 Potential Black Swan Events in the Next 12 Months 24:44 Ardalan's Outlook on the Market for the Next 12 Months 25:36 Pitchbook Report on the Performance of Various Funds in the Private Market 26:10 LBO 30:31 Hilton Hotels LBO 32:40 Elon Musk's Position in the AI Market 39:31 Strawberries 44:19 reasoning model References :  https://www.wsj.com/economy/central-banking/sorry-the-fed-cant-save-us-from-a-bear-market-fad99617?mod=economy_lead_story https://files.pitchbook.com/website/files/pdf/Q2_2024_Global_Private_Market_Fundraising_Report.pdf https://files.pitchbook.com/website/files/pdf/Q4_2023_Global_Fund_Performance_Report_with_preliminary_Q1_2024_data.pdf https://pitchbook.com/news/articles/openais-strawberry-opens-new-ai-battlefield https://www.youtube.com/watch?v=vIXfYFB7aBI About Us :    Linkedin : https://www.linkedin.com/company/thes...  Twitter : / thesecondpod  Instagram : https://www.instagram.com/thesecondpo...  #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست

In this special episode, we have a fascinating conversation with Narges Baniasadi, a prominent figure in the biotech ecosystem and founder of Bina Technologies, which was successfully acquired by Roche in a deal worth over $100 million. Narges holds a bachelor's degree in computer science from the University of Tehran and a PhD in electrical engineering from Stanford. Following the acquisition, she embarked on what she calls her "second journey"—a shift towards meaningful entrepreneurship, or what she refers to as "impact entrepreneurship." She also launched the Emergence program at Stanford. We dive deep into her philosophy on entrepreneurship and discuss her insights into the key characteristics of impactful entrepreneurship Narges Baniasadi Linkedin : https://www.linkedin.com/in/narges-baniasadi-1a45b94/ Stanford Emergence Program : https://emergence.stanford.edu/ Watch Video on Youtube : https://youtu.be/50_DF8Aw7S0?si=pQpX5T28tZ_jj96a About Us : Linkedin : https://www.linkedin.com/company/thes... Twitter : / thesecondpod Instagram : https://www.instagram.com/thesecondpo... #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست  

In this episode, we dive deep into an inspiring conversation with Sam Kavusi, a leader in the field of hardware and imaging technology. Sam holds a bachelor's degree in electrical engineering from Sharif University and is currently the Head of Retina Imaging & Services at Verli, where he spearheads cutting-edge advancements in medical imaging solutions. With a background at Bosch and an education from Stanford, Sam has been at the forefront of impactful decision-making in the tech world. We explore his journey from hardware engineering to becoming an industry thought leader, his reflections on innovation, and his practical advice for entrepreneurs and startups navigating complex markets. Sam Kavusi Linkedin : https://www.linkedin.com/in/sam-kavusi/   Youtube: https://youtu.be/RQUhL6wDvtc?si=osDu60QDWge0yZ1T   About Us : Linkedin : https://www.linkedin.com/company/thes... Twitter : / thesecondpod Instagram : https://www.instagram.com/thesecondpo... #Secondpod #Second_Pod #پادکست ـ دوم #secondpod #پادکست  

In this mini-series, created in collaboration with the Pear Persian Founder Circle (PFC) from Pear VC, we engage with Persian entrepreneurs to gain insights into their domains and their experiences in Cohort 1 of the PFC. In Episode III, we had a conversation with Matineh Eybpoosh. Matineh completed her Ph.D. at Carnegie Mellon University and began her journey in the CleanTech/energy sector as the Director of Data Science at Kwantera in 2017. She co-founded her first startup, WattLearn, and later moved to the Bay Area. WattLearn was acquired in 2021. Matineeh is now the Co-Founder and CEO of Powerline, which provides AI solutions for battery management in the power market.We discussed her unique insights into the energy sector, particularly the growing demand for energy driven by increased computing needs, as well as her experiences as a founder working in both the Midwest and the Bay Area. Matineh Eybpoosh Linkedin : https://www.linkedin.com/in/matineheybpoosh/ Persian Founder Circle : https://pear.vc/communities/persian-founder-circles/

In this episode, we have an incredible conversation with Siamak Hodjat, a pioneer in the AI assistance ecosystem. Siamak graduated from Sharif University in computer science and earned a master’s from Amir Kabir University. He joined Dejima in 1999, co-founded by his brother Babak Hodjat, and was part of the team that created Siri with Adam Cheyer. Siri was later acquired by Apple during the Steve Jobs era. Siamak also contributed to Viv Labs, the AI assistant for Samsung, and co-founded Game Planner, which was acquired by Airbnb.  Now, he is the Director of AI Experience at Airbnb. We discuss his insights into AI and his experiences with these major acquisitions. Siamak Hodjat Linkedin : https://www.linkedin.com/in/siamak-hodjat-98669/ Watch Video here : https://www.youtube.com/watch?v=ByUQJq-5pNc Second newsletter : https://open.substack.com/pub/secondnewsletter/p/the-sir-alex-ferguson-playbook-for?r=2v0lej&utm_campaign=post&utm_medium=web   About US: Linkedin : https://www.linkedin.com/company/thes... Twitter :   / thesecondpod   Instagram :   / thesecondpod  .  

In this episode, we had a fascinating conversation with Touraj Parang. Touraj graduated from Stanford in economics and philosophy, earned his JD from Yale Law School, and started his career at a top Silicon Valley law firm. He then moved into venture capital with Early Bird Firm and Amidzad. Touraj's entrepreneurial journey included founding Jaxtr and Webs, which was later acquired. He joined GoDaddy as VP of Corporate Development, staying until 2014. Currently, he is the President, COO, and Board Member of Serve Robotics, an autonomous delivery company that recently went public. Touraj is also the author of *Exit Path*, and in this episode, we discuss his views on exits and acquisitions, along with insights into Serve Robotics.   Touraj Parang Linkedin : https://www.linkedin.com/in/ardalanjam1369/ Exit Path : https://www.amazon.com/Exit-Path-How-Startup-Game/dp/1264703325 Newsletter : https://substack.com/@seondnewsletter?utm_source=profile-page References : https://tparang.medium.com/dont-sacri... https://hbr.org/2022/08/why-founders-... https://www.forbes.com/sites/victoria... https://www.sec.gov/edgar/browse/?CIK... About Us : Linkedin : https://www.linkedin.com/company/thes... Twitter : https://x.com/thesecondpod Instagram : https://www.instagram.com/thesecondpo... #Secondpod #Second_Pod #پادکست ـ دوم #secondpod # پادکست

  This episode, produced by Second Group, delves into the challenges of memory in large language models (LLMs) and why it's crucial. We then discuss the latest statistics in humanoid robotics and data from the recent Y Combinator batch of startups. Additionally, we announced the Second Summit 2024. Ninja Tech AI Promo Code :NinjaForever20 (myninja.ai) Second Newsletter: https://shorturl.at/2C3sZ Watch Video here : https://youtu.be/T0_PZxvzN_U?si=tl93w__Zqqr6-a5t   References : https://www.youtube.com/watch?v=4jPg4Se9h5g&t=1111s https://ai.plainenglish.io/memory-management-in-large-language-models-llms-challenges-and-solutions-a54439df39cd https://www.youtube.com/watch?v=D-eyJhJXXsE https://www.linkedin.com/posts/babakp_myninjaai-has-launched-in-a-public-beta-activity-7199103273365094400-nFY3?utm_source=share&utm_medium=member_desktop https://youtu.be/GzX1qOIO1bE?si=Oko1pFLtD80_m7Ug https://drive.google.com/file/d/1L9LvWxSgVopOvBIIwNqkt6Xsye11e74f/view About Us : Linkedin : https://www.linkedin.com/company/thesecondpod/?viewAsMember=true Twitter : https://twitter.com/thesecondpod Instagram : https://www.instagram.com/thesecondpod/?igshid=MzMyNGUyNmU2YQ%3D%3D #Secondpod #Second_Pod #پادکست ـ دوم  

در این قسمت، ما یک بحث عمیق در مورد نسخه‌ی نمایشی اُپن اِی آی و رویداد "گوگل آی اُ" داشتیم. ما استراتژی واقعی پشت فناوری زیربنایی آن دموها را بررسی کردیم. در بخش دوم، مفهوم "موت" و نحوه تفکر در مورد فرصت‌ها و فناوری در لایه‌های مختلف هوش مصنوعی را مورد بحث قرار دادیم   In this episode, we had an in-depth discussion about the OpenAI demo and the Google I/O event. We explored the real strategy behind the technology underlying those demos. In the second part, we discussed the concept of moats and how to think about opportunities and technology across different generative AI layers   Second Newsletter: https://open.substack.com/pub/secondnewsletter/p/how-to-source-early-stage-gen-ai?r=2v0lej&utm_campaign=post&utm_medium=web   Analysis: https://www.beautiful.ai/player/-NyRGzFdS_whrpAExQSM/Untitled-5   Resource:  https://www.beautiful.ai/player/-NyRGzFdS_whrpAExQSM/Untitled-5 https://x.com/DrJimFan/status/1790089671365767313 https://www.youtube.com/watch?v=5puu3kN9l7c https://www.youtube.com/watch?v=nSM0xd8xHUM&t=1955s https://www.bloomberg.com/news/articles/2024-05-11/apple-closes-in-on-deal-with-openai-to-put-chatgpt-on-iphone?embedded-checkout=true https://x.com/sama/status/1791183356274921568 https://explodingtopics.com/blog/perplexity-ai-stats https://en.wikipedia.org/wiki/The_Innovator%27s_Dilemma https://www.youtube.com/watch?v=XyrBJ0gk-is&t=2060s https://www.youtube.com/watch?v=IvXZCocyU_M :ویدیو این قسمت را می توانید از طریق لینک زیر مشاهده کنید https://youtu.be/lMQJqLaKbe4?si=Rwyr0qdnN9ayvlOo   About Us:  Subscribe to our newsletter: https://substack.com/@seondnewsletter Linkedin: https://www.linkedin.com/company/thesecondpod/?viewAsMember=true Twitter: https://twitter.com/thesecondpod Instagram: https://www.instagram.com/thesecondpod/?igshid=MzMyNGUyNmU2YQ%3D%3D  

در این مینی سریال که با همکاری پِر پرشین فاندر سیرکل از پِر وی-سی ایجاد شده است، ما با کارآفرینان ایرانی در ارتباط  هستیم تا بینشی در مورد دامنه و تجربیات آنها در گروه اول آن بدست آوریم. در قسمت دوم، با امیرعلی مهاجر گفتگو کردیم. امیرعلی مدرک کارشناسی خود را در رشته بازرگانی از دانشگاه بریتیش کلمبیا اخذ کرده است. امیر علی سپس در جاهای مختلف دنیا از جمله لندن , تهران و آسیای شرقی تجربه کار در زمینه ی تکنولوژی  را دارد. امیر علی در ایران به عنوان مدیر گروه استپ تریپ فعال بوده و تجربه ی بسیار خوبی در مورد صنعت گردشگردی دارد او الان در سانفریسکو است و روی استارتاپ گردشگری خودش مشغول به کاره.   In Episode II, we had a conversation with Amirali Mohajer. Amirali completed his undergraduate degree in Commerce at the University of British Columbia. He then moved to Dubai to work for Deloitte, where he spent three years before relocating to London while continuing his work with Deloitte for an additional six years. Afterward, he returned to Iran and joined one of Rocket Internet's ventures, Snapptrip, as the Managing Director. After two years, he remained in the travel industry but moved to Thailand to join Agoda, which is part of Booking.com, as the Head of Product. Subsequently, he moved to the Bay Area and founded a startup called hostAI. We discussed his perspectives on the online travel industry, specifically in the context of post-Generative AI developments. Amirali Mohajer Linkedin: https://www.linkedin.com/in/amiralimohajer/ Pear Persian Founder Circle: https://pear.vc/communities/persian-founder-circles/   :ویدیو این قسمت را می توانید از طریق لینک زیر مشاهده کنید https://youtu.be/UvWfLluGj-8?si=UVYH-73PCHCwdMZ9 About Us:  Linkedin: https://www.linkedin.com/company/thesecondpod/?viewAsMember=true Twitter: https://twitter.com/thesecondpod Instagram: https://www.instagram.com/thesecondpod/?igshid=MzMyNGUyNmU2YQ%3D%3D    

در این مینی سریال که با همکاری پِر پرشین فاندر سیرکل از پِر وی-سی ایجاد شده است، ما با کارآفرینان ایرانی در ارتباط هستیم تا بینشی در مورد دامنه و تجربیات آنها در گروه اول آن بدست آوریم. در این قسمت با امیر کاوسیان به گفت و گو نشستیم. امیر دوره کارشناسی خود را در رشته مهندسی عمران در دانشگاه "صنعتی شریف" به پایان رساند و سپس برای کارشناسی ارشد و دکترا به دانشگاه "استنفورد" رفت. او قبل از تأسیس یک شرکت امنیت سایبری که بعداً توسط  "کوین لیست" خریداری شد، کار خود را به عنوان "دیتا ساینتیست" آغاز کرد. امیر همچنین یک سرمایه گذار فعال در "بِی اِریا" است و در حال حاضر روی استارتاپ دوم خود کار می کند. ما دیدگاه‌های او را در مورد امنیت و هوش مصنوعی و همچنین فرآیند کسب مورد بحث قرار دادیم.   In this mini-series, created in collaboration with Pear Persian Founder Circle (PFC) from Pear VC, we engage with Persian entrepreneurs to gain insights into their domains and their experiences in Cohort 1 of the PFC. In this episode, we had a conversation with Amir Kavousian. Amir completed his undergraduate degree in Civil Engineering at Sharif University, then proceeded to Stanford University for his Masters and PhD. He began his career as a data scientist before founding a cybersecurity company, which was later acquired by CoinList. Amir is also an active angel investor in the Bay Area and is currently working on his second venture. We discussed his perspectives on security and AI, as well as the acquisition process.   Amir Kavousian Linkedin: https://www.linkedin.com/in/amir-kavousian/ Pear Persian Founder Circle: https://pear.vc/communities/persian-founder-circles/   :ویدیو این قسمت را می توانید از طریق لینک زیر مشاهده کنید https://youtu.be/gZr9k8BixyQ?si=Gf7cGncDERjNCN-u   About Us:  Linkedin: https://www.linkedin.com/company/thesecondpod/?viewAsMember=true Twitter: https://twitter.com/thesecondpod Instagram: https://www.instagram.com/thesecondpod/?igshid=MzMyNGUyNmU2YQ%3D%3D   #Secondpod #Second_Pod #پادکست ـ دوم