Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
2026-06-09 · 29 min · 22 entities
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://x.com/yung_spielburg
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://rb.gy/tppkzl
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://tiktok.com/@theallinpod
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://nyse.com/
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://plaud.ai/
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://ey.com/en_us/insights/ai/agentic-ai-token-costs?AA.tsrc=sponsorship&WT.mc_id=3501318
Entities found in this episode
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://rb.gy/tppkzl
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://tiktok.com/@theallinpod
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://nyse.com/
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://plaud.ai/
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://rb.gy/tppkzl
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://tiktok.com/@theallinpod
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://nyse.com/
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://plaud.ai/
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://x.com/yung_spielburg
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://ey.com/en_us/insights/ai/agentic-ai-token-costs?AA.tsrc=sponsorship&WT.mc_id=3501318
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Link in episode "Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage": https://ey.com/en_us/insights/ai/agentic-ai-token-costs?AA.tsrc=sponsorship&WT.mc_id=3501318
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Episode description as stored
(0:00) Bill Maris joins the Besties!
(0:33) Four critical lessons from a career in technology
(5:58) Building Google Ventures with data and machine learning
(9:51) Why small VC funds beat big ones on average
(14:36) OpenAI's valuation problem and the AI price war
(19:09) AI's "Atari Stage": what comes next?
(25:23) VC's broken incentives and the future of deep tech
Thanks to our partners for making this possible!
EY - Agentic AI is introducing a new investment discipline. As AI shifts to consumption-based models, EY connects spend to enterprise value.
https://www.ey.com/en_us/insights/ai/agentic-ai-token-costs?WT.mc_id=3501318&AA.tsrc=sponsorship
NYSE - Thank you to our partner, the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE.
https://www.nyse.com
Plaud - Never miss a moment. Plaud, our official wearable AI note-taking partner at All-In Liquidity Summit, captured every insight.
https://www.plaud.ai
Follow the besties:
https://x.com/chamath
https://x.com/Jason
https://x.com/DavidSacks
https://x.com/friedberg
Follow on X:
https://x.com/theallinpod
Follow on Instagram:
https://www.instagram.com/theallinpod
Follow on TikTok:
https://www.tiktok.com/@theallinpod
Follow on LinkedIn:
https://www.linkedin.com/company/allinpod
Intro Music Credit:
https://rb.gy/tppkzl
https://x.com/yung_spielburg