AI’s Stock Market Fallout, Google’s Profit Problem, and Altman’s “Hold My Beer” Moment | #307
Peter Diamandis, Alex Wissner-Gross, Emad Mostaque, Dave Blundin and Salim Ismail ask why Alphabet had its worst stock day while Google's AI surged. They also cover Altman's unpublished math results, robotaxis, humanoid robots and falling degree enrollment.
The gist
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Google says Gemini 4 Carbon found 88% of vulnerabilities on a security benchmark, but Alex says it isn't generally available, so comparisons are unfair.
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Alphabet fell 13% and lost $500 billion despite 25% revenue growth, and Emad predicts search advertising will top out as soon as Q1.
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Altman said OpenAI spent hundreds of millions on AI math proofs and plans to point its robots at building data centers.
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An Ark chart puts Cybercab at 20 cents a mile versus Waymo's 40, and Alex says his Model Y drives itself over 96% of the time.
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Computer science enrollment fell more than 12% and MBA applications 27%, and Peter says college is now mainly for finding your network and purpose.
Peter Diamandis uses it
"When I have meetings I'm taking a Waymo or Uber, but when I'm going on, I'm asking who's closest, who can get me a ride. They're all relatively clean and fast."
▶ Play at 1:27:3513 creators recommend it, including 20VC with Harry Stebbings, Andrew Huberman, and Ian Silber.
See all on the Waymo page"First of all, as a preliminary matter, I love my Tesla. I have a Tesla Model Y 2026 Juniper model. I love it. It's wonderful."
▶ Play at 1:29:044 creators recommend it, including John Coogan and Reed Albergotti.
See all on the Tesla Model Y pageWhat they recommend · 3 picks
"You didn't have SpotHero to tell you where you could park... 20 years later, the combination of Waze plus SpotHero means I can navigate in Manhattan incredibly easily, know exac..."
"First of all, as a preliminary matter, I love my Tesla. I have a Tesla Model Y 2026 Juniper model. I love it. It's wonderful."
"When I have meetings I'm taking a Waymo or Uber, but when I'm going on, I'm asking who's closest, who can get me a ride. They're all relatively clean and fast."
Peter, Salim, Dave and Emad agree on 12 things
See what they all use, in their own words. Paid ads are left out.
See what they all swear by Or pick your own peopleSalim Ismail
1 pick · guest
"You didn't have SpotHero to tell you where you could park... 20 years later, the combination of Waze plus SpotHero means I can navigate in Manhattan incredibly easily, know exac..."
Alex Wissner-Gross
1 pick · guest
"First of all, as a preliminary matter, I love my Tesla. I have a Tesla Model Y 2026 Juniper model. I love it. It's wonderful."
Peter Diamandis
1 pick · host
"When I have meetings I'm taking a Waymo or Uber, but when I'm going on, I'm asking who's closest, who can get me a ride. They're all relatively clean and fast."
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