All-In E179: GPT-4o launches, Glue demo, Ohalo breakthrough, Druck's Argentina bet, did Google kill Perplexity?

OpenAI Launches GPT-4 Omni (GPT-4o)

• OpenAI launched GPT-4 Omni (GPT-4o) with major improvements in speed, UI/UX, and multimodal capabilities
• The "O" stands for Omni, enabling simultaneous processing of audio, text, images, desktop and video input
• Performance benchmarks show GPT-4o outperforms GPT-4 despite initial concerns about potential degradation
• New features include smoother real-time conversations and improved translation capabilities

Sacks Demos Glue (Enterprise Chat Platform)

• Sacks revealed Glue, a Slack competitor built for the AI era that eliminates channels in favor of threads
• Features include integrated AI capabilities for searching conversation history and enterprise data
• Demo showed generating a letter to Lina Khan using past podcast episodes
• The platform emphasizes efficiency and reducing noise compared to traditional chat platforms

Friedberg's Ohalo Agricultural Breakthrough

• After 5 years in stealth, Ohalo revealed "boosted breeding" technology for plants
• Technology enables plants to pass 100% of genes to offspring instead of 50%
• Demonstrated dramatic yield improvements in potatoes - from 33g to 682g
• Over $50M invested in development; patents beginning to be published
• Potential to revolutionize agriculture and food security globally

Druckenmiller's Argentina Investment

• Stanley Druckenmiller revealed major investment in Argentina after watching Milei's Davos speech
• Used Perplexity to identify top 5 liquid ADRs in Argentina
• Praised Milei's aggressive fiscal reforms and market-friendly policies
• Discussed "invest then investigate" approach to opportunistic investing

Google's Search Overhaul

• Google announced AI-powered search overviews similar to Perplexity
• New interface provides direct answers with citations instead of just links
• Discussion of potential legal challenges from content creators
• Debate over whether this kills Perplexity's advantage or creates new opportunities
• Group consensus that Google's monopoly position allows them to catch up despite initial missteps

Notable Quotes

Friedberg on agricultural impact: "These guys may be really kicking some ass here... the reports of their death were premature and exaggerated"

Chamath on precision vs accuracy: "Precision really references that you do a lot of detailed analysis... but you could be very precise and be very inaccurate"