Exploring Google's A2A protocol, the MCP battle, enterprise AI readiness, and the tension between tech investment and Wall Street expectations.
Want the full episode? We’re giving away 1 month of access to our bonus content and Discord—no credit card, no strings.Grab it here: rebrand.ly/bonusclip
Don't miss our hours of bonus content and deep dive's into tech companies! You can gain access to our bonus episodes at patreon.com/svic .
Join our 125 member private discord at patreon.com/svic
Svicpodcast.com: For Questions, Book recs, Videos, Newsletters, etc.
patreon.com/svic
Follow us:
Threads: www.threads.net/@svicpodcast
Twitter: https://x.com/svicpodcast
LinkedIn: https://www.linkedin.com/company/svicpodcast
Tiktok: https://www.tiktok.com/@svicpodcast
Instagram: https://www.instagram.com/svicpodcast
Spotify: https://podcasters.spotify.com/pod/show/svicpodcast
Show hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.
#ai #openai
⏰ Time Codes:
00:00 - Anthropic and OpenAI missing from A2A partners list
00:45 - Welcome to the SVIC podcast
01:34 - Google’s marketing push and MCP protocol overview
02:34 - Introduction of Agent-to-Agent (A2A) protocol
04:18 - Industry response and overlap with MCP
06:26 - Historical comparison to XML and JSON simplicity
07:29 - Why simpler formats like JSON often win
09:21 - API evolution: from REST to GraphQL and back
10:40 - JSON as the default for data exchange
11:00 - Enterprise reluctance toward agent collaboration
12:08 - Trust and access levels in AI agents
13:02 - Google's agent demo limitations and skepticism
13:32 - Alphabet's $75B AI infrastructure bet
14:51 - Wall Street's reaction to AI capital expenditure
16:27 - Nvidia’s long-term vision vs. short-term financial thinking
16:55 - Tech suppliers also punished for AI investment boom
17:39 - Closing thoughts and Patreon pitch