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Google · OpenAI · GrokEpisode 060 · 1 June 2025 · 47:18

AI Search, Grok in Telegram, and Stargate: The Market Is Forming Around a New Intermediary

What to watch for

1Compare “The UAE gives ChatGPT to every citizen” with “Google's “AI Overview” tab”: they provide different criteria for judging the same issue.
2Test the conclusion from “Grok → Telegram: Durov's loud announcement and Musk's reply” in your own use case—what actually changes in the process and what remains a promise.
3Before choosing a product or approach, record the constraint identified in “When will real AI agents arrive?”.
4Define the owner of the outcome and the quality metric for the situation described in “Stargate infrastructure: Blackwell data centers”.
Signals to track afterwards
Watch for actions by Anthropic and Google that confirm or challenge the episode’s central claims.
Compare new launches and policy changes with “Grok → Telegram: Durov's loud announcement and Musk's reply”: have access, quality, price, or constraints changed?
Check whether the scenario in “Stargate infrastructure: Blackwell data centers” becomes repeatable practice rather than a one-off demonstration.
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Key takeaways

00:00Where the promise meets reality: in today's ToTheMoon episode

The “AI Search, Grok in Telegram, and Stargate: The Market Is Forming Around a New Intermediary” topic becomes clearer once this point is included: at the center of the race is not the model's answer but the right to decide which information, service, and action the user sees next — Google, OpenAI, Perplexity, Telegram, and Stargate all fight for that intermediary role.

01:40What determines the outcome: the Roko's Basilisk concept

The boundary of the “The Roko's Basilisk concept” case is defined by this point: Yudkowsky's thought experiment — a future superintelligence supposedly rewards those who helped it appear and punishes those who knew but stayed idle — is invoked half-jokingly to justify ticking the “allow training on our data” checkbox; behind the metaphor the real question is not the machine's revenge but who obtains your data and on what terms.

03:22Traditional search displayed links and left the choice to the person

The decision in “The UAE gives ChatGPT to every citizen” depends on one criterion: traditional search showed links and left the choice to the person, while handing an AI assistant to every citizen makes the algorithm an editor — it assembles the answer itself and assigns weight to sources, and the user cannot see what was discarded or why.

05:00The market tests it through use: as the " search " model, information: AI-prospecting

For the “How models “search” for information: AI search” scene, the decisive point is this: AI search assembles the answer itself, assigns weight to sources, and may mention a person or company because it found a single post — more convenient, but the user often cannot see what was discarded or why one source was judged relevant.

06:36Google is defending its enormous advertising business through AI Overview and AI Mode

The “Google's “AI Overview” tab” scene leads to a working conclusion: openAI, Perplexity, and Anthropic want to take part of that market by building their own indexes and search products. Their advantage is dialogue and synthesis; their weakness is error and the loss of the familiar transparency of search results.

13:25Who owns the outcome: an Arizona court brought a crime victim back to life

The discussion of “An Arizona court brought a crime victim back to life” yields a practical test: AI no longer merely finds information but creates a person's emotional presence — a victim's digital likeness may help a family speak, but it influences a court more strongly than an ordinary document, and rules for such content have not yet stabilized.

16:05A Grok integration in Telegram could give the model hundreds of millions of users and fresh context from chats

For the “Grok → Telegram: Durov's loud announcement and Musk's reply” scene, the decisive point is this: the loud public exchange between Durov and Musk is not yet a deal — a partnership is not settled by one announcement, and data, money, moderation, and jurisdiction still have to be agreed.

17:55Why context matters more than one metric: what Grok gives Telegram's 300 million users

The practical meaning of “What Grok gives Telegram's 300 million users” is that access to hundreds of millions of users and fresh chat context is an enormous resource, but the integration's value appears only once data, money, moderation, and jurisdiction are resolved, not at the moment of a loud announcement.

30:00The digital likeness of a victim used in an Arizona courtroom shows another level

The “When will real AI agents arrive?” scene leads to a working conclusion: real agents will arrive once Stargate's capacity lets them book restaurants, work with SaaS, and serve millions of requests; but the more decisions pass through a single intermediary, the more it matters to see the sources, switch the model, and avoid surrendering all context to it forever.

33:00Stargate is building the physical foundation of the entire system with Blackwell chips and enormous data centers

The “Stargate infrastructure: Blackwell data centers” issue should be assessed with one constraint in mind: Stargate builds the system's physical foundation on Blackwell chips and enormous data centers — that capacity lets agents work at scale, and control of compute becomes market and political power, setting the speed, price, and range of players able to build.

What this episode is about

Google is turning search into AI Mode, OpenAI and Perplexity want a share of the advertising market, Telegram is discussing a Grok integration, and Stargate is building data centers. At the center of this race is not the model’s answer, but the right to decide which information, service, and action the user sees next.

Traditional search displayed links and left the choice to the person. AI search assembles the answer itself, assigns weight to sources, and may mention a person or company because it found a single post. This is more convenient, but the algorithm becomes an editor: the user often cannot see what was discarded or why one source was judged relevant.

Google is defending its enormous advertising business through AI Overview and AI Mode. OpenAI, Perplexity, and Anthropic want to take part of that market by building their own indexes and search products. Their advantage is dialogue and synthesis; their weakness is error and the loss of the familiar transparency of search results.

A Grok integration in Telegram could give the model hundreds of millions of users and fresh context from chats. But even the public exchange between Durov and Musk showed that a partnership is not settled by one announcement. The parties still have to define data, money, moderation, and jurisdiction.

The digital likeness of a victim used in an Arizona courtroom shows another level. AI no longer merely finds information; it creates the emotional presence of a person. That may help a family speak, but it can influence a court more strongly than an ordinary document. Rules for this kind of content have not yet stabilized.

Stargate is building the physical foundation of the entire system with Blackwell chips and enormous data centers. That capacity will let agents book restaurants, work with SaaS, and serve millions of requests. The future of the market will be decided by whoever becomes the intermediary between intention and action.

The more decisions pass through one intermediary, however, the more important it is to see sources, change models, and avoid surrendering all context forever.

Control of compute becomes market and political power because it sets the speed, price, and range of players able to develop AI.

Episode transcript

The episode is in Russian; below is an English reading guide to the transcript (the full EN transcript is a machine translation). Voice matching applied to 146 segments: 103 identified, 7 mixed, 24 probable, and 12 unresolved.

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