Latest / Today’s AI News / Meta Is Back in the AI Race, HeyGen’s Hyper-Realistic Avatar, Anthropic’s Agent Builder Opens Up
Transcript
- 0:00Welcome back to today's AI News, brought to you by 9X
- 0:02Productions. Glad to be here for this one.
- 0:04Yeah, we've got a massive deep dive for you today.
- 0:07So imagine buying the world's most expensive high performance
- 0:10engine for $14.3 billion and dropping it right into a family
- 0:15sedan. That's quite the visual.
- 0:17Right. Well, today we finally get to
- 0:19see how fast that car can go because Meta just fired up the
- 0:22engine on their brand new super intelligence lap.
- 0:25And that is just the start. Exactly.
- 0:27Our mission today is to explore that massive new proprietary
- 0:31model from Meta. Plus, we'll look at how AI
- 0:33avatars just solved their biggest visual glitch.
- 0:37An all in one studio for AD generation and tropics new
- 0:40invisible back end. And we'll cap it off with the
- 0:42latest quick hits and a really brilliant community workflow.
- 0:45It's a huge agenda. And you know, the through line
- 0:48for all of this today is scale. We're seeing intelligence scale
- 0:51up in these massive server rooms and then simultaneously scale
- 0:55right down into your hands. Well, OK, let's start with that
- 0:58massive scale. Mehta is making the biggest
- 1:00splash in the industry right now.
- 1:02We finally get to see what Mark Zuckerberg bought with his
- 1:05checkbook. And it was a very large check.
- 1:07Yeah, like $14.3 billion large HE scale AI about nine months
- 1:14ago, right? Right, he bought the company and
- 1:16put Alexandra Wang in charge of a completely new division, the
- 1:20Meta Super Intelligence Labs. Right.
- 1:22And they didn't just tweak things.
- 1:24Wang and his team basically rebuilt Meta's AI stack from
- 1:28scratch. From the ground up, yeah.
- 1:30And the result of that nine month Sprint is Musespark.
- 1:34Musespark. So it's a multimodal reasoning
- 1:36model. Exactly.
- 1:37Meaning it handles voice, text, and images all natively.
- 1:41But the the really fascinating part here, the engine from your
- 1:44analogy is what they're calling contemplating mode.
- 1:47OK, let's unpack this because contemplating mode sounds,
- 1:50honestly, it sounds like a slick marketing buzzword.
- 1:52Like, what is it actually doing? Is it just, I don't know,
- 1:55running slower? No, it's a totally different
- 1:57architecture. So you know how standard models
- 1:59work, right? Next token prediction.
- 2:01Right. They just guess the next word in
- 2:02the sequence. Yeah, like very smart auto
- 2:04complete. Exactly, but contemplating mode
- 2:07breaks that completely when you give it a hard problem.
- 2:11It basically pits multiple internal AI agents against each
- 2:14other. Wait, really?
- 2:16Like they argue. Basically, yeah.
- 2:18One agent drafts a solution, and then a second agent plays
- 2:21devil's advocate to find logical flaws in it, and then maybe a
- 2:24third one checks the math. Wow.
- 2:26So they debate and iterate before they ever show you the
- 2:29final answer. Which would explain why the
- 2:31benchmarks are so wild, like it's running competitive with
- 2:34Frontier models Opus 4.6 and GPT 5.4 specifically on reasoning.
- 2:40It's very strong there, especially in health reasoning
- 2:43actually. Which makes sense for Meta's
- 2:44whole personal super intelligence mission.
- 2:47Though I mean to be fair it does lag a bit in coding and the
- 2:50ARCAG I2 tests. Yeah, it's not perfect across
- 2:53the board yet. But here's the thing that really
- 2:55stood out to me. Use Spark is a completely
- 2:57proprietary. Yeah, that is the earthquake the
- 3:00industry is feeling right now. I mean it's a huge departure.
- 3:04It's like Meta spent all these years building a free community
- 3:07garden with the llama models and now they've suddenly erected
- 3:11AVIP only greenhouse right in the middle of it.
- 3:14That's a great way to put it. So does this signal the end of
- 3:17Meta's open source era? Are they just alienating all
- 3:20those developers? Well, what's fascinating here is
- 3:22the financial reality of it. When you drop $14.3 billion on
- 3:28an acquisition, the boardroom dynamics shift entirely.
- 3:31Right, they want their money back.
- 3:33Exactly. Shareholders want immediate ROI.
- 3:35You don't just open source a $14 billion advantage on day one.
- 3:39Even though they said they hoped to open source future versions,
- 3:42there's no timeline. Right.
- 3:44And you have to remember Meta's ultimate advantage, it's not
- 3:46just the model, it's their distribution.
- 3:48They have over 3 billion daily users.
- 3:52The Facebook, Instagram, WhatsApp, just massive data
- 3:55streams. Exactly deploying this
- 3:57contemplating model across that proprietary ecosystem is how
- 4:01they win. They're building an invisible
- 4:03super brain for their own network.
- 4:06OK, so if meta is building this invisible contemplating brain,
- 4:10it brings up a good question like how does that intelligence
- 4:13actually talk to you it? Needs an interface.
- 4:16Right, a text box feels way too primitive for a multi agent
- 4:19reasoning engine. It needs a physical face.
- 4:23And that leads us perfectly to Hagen's latest update.
- 4:26Avatar V. Yes, Hagen just released Avatar
- 4:29V and they are claiming it's the most realistic AI avatar model
- 4:34in the world. It's a bold claim, but they
- 4:36actually solved a massive technical hurdle here.
- 4:38The big glitch? Identity drift.
- 4:41OK yeah, so for anyone who hasn't messed around with AI
- 4:44video, identity drift is that really annoying thing where the
- 4:47generated face slowly morphs over time.
- 4:49It just slowly stops looking like the person.
- 4:51Exactly. The eyes get a little further
- 4:53apart, the jaw changes. It's like a photocopy of a
- 4:55photocopy. Yeah, but Hagen claims Avatar V
- 4:58fixes this completely. And the crazy part is how little
- 5:01data it needs. Just a 15 second phone
- 5:03recording. Right from 15 seconds it maps
- 5:05your real facial details, your micro gestures, all of it.
- 5:08How are they doing that without it drifting?
- 5:10So in older models, the AI would bake everything together.
- 5:15Your face, your shirt, the lighting in the room.
- 5:17It was all one big data BLOB, entangled exactly.
- 5:21But Avatar V untangles it. It separates your identity from
- 5:25your appearance. Here's where it gets really
- 5:26interesting for me. If it separates the identity,
- 5:29that means you just record that 15 second clip once.
- 5:31Yep, one time. And then you could swap out your
- 5:34outfits, change your background to a beach or a studio without
- 5:37ever actually filming it again. It's basically a digital stunt
- 5:40double that can change its entire wardrobe without stepping
- 5:43foot in a trailer. And their internal tests back
- 5:45this up. It's beating Google's VO 3.1 on
- 5:49lip sync and accuracy, and it's crushing cling and sea dance.
- 5:53But I mean, let me push back a little here.
- 5:55Do you really want an AI twin that is completely
- 5:58indistinguishable from you? Like the trust issues there are
- 6:01wild. A lot of people definitely scoff
- 6:03at the idea of an AI twin. It feels invasive.
- 6:06But if you look at the content creation landscape, it's
- 6:09changing irrevocably. Well, separating identity from
- 6:12appearance is a massive leap for enterprise.
- 6:15Imagine you're a global brand. You need an ad in 20 languages
- 6:19with 20 different localized backgrounds.
- 6:21By tomorrow you can't shoot that physically, but with this, the
- 6:25CEO records for 15 seconds and the AI does the rest perfectly.
- 6:30The efficiency is just undeniable.
- 6:32OK, so you have your flawless digital stunt double, but
- 6:36standing in a void isn't an ad campaign.
- 6:38You still need like a set, lighting, maybe a music track.
- 6:42A whole production crew. Exactly.
- 6:45So what if you could just generate the whole campaign in
- 6:47one browser window? 11 Labs just launched Flows and
- 6:52it does exactly that. This is a really elegant
- 6:54solution to tool fragmentation. It's an all in one studio.
- 6:57So for the listener, let me break down how simple this is.
- 6:59You open 11 labs, go to 11 Creative and click New Flow.
- 7:02It's very visual node based. Right, so you drag an image
- 7:05generation node onto the screen. You upload a quick product shot
- 7:08from your phone. Then you prompt it.
- 7:10Product on a white pedestal. Soft morning light.
- 7:12Simple enough. Then you literally just connect
- 7:15that node to a video generation node and you prompt the camera
- 7:18movement like slow cinematic push in.
- 7:20And then you just run it. Yeah, hit run till here and if
- 7:23you don't like it you just tweak the text and iterate.
- 7:27It's incredibly fast. And the pro tip is you can add
- 7:30text to speech nodes or music nodes and wire them all into a
- 7:33mix audio node to finish the ad. So I have to ask, what does this
- 7:39mean for traditional creative agencies?
- 7:42It's highly disruptive. It feels like we just handed
- 7:45someone a box of magic Lego blocks and every single block is
- 7:49an entire Hollywood department. That analogy is spot on, but we
- 7:53do need to caution people because if we connect this to
- 7:56the bigger picture, the barrier to entry is basically gone now.
- 8:00Anyone can make a high quality video.
- 8:02Right. So the differentiator isn't your
- 8:03budget anymore. It's not about affording the
- 8:06best camera or lighting crew. So what?
- 8:08Is it? It's pure creative vision, good
- 8:11taste when anyone can generate A cinematic shot.
- 8:14The only thing that makes your ads stand out is whether the
- 8:16concept actually connects with people.
- 8:18OK, so we've got the digital faces, we've got the video ads.
- 8:22But behind the scenes, running these AI systems used to be a
- 8:25nightmare. You needed a massive engineering
- 8:28team to handle the back end. Oh, the plumbing was terrible,
- 8:32right? But Anthropic is fixing that.
- 8:34They just opened a public beta for Claude Managed Agents.
- 8:38This is huge for developers. They are making the back end
- 8:41completely invisible. Yeah, you can go from an idea to
- 8:44a live working agent in days instead of months.
- 8:48The developer just picks a task the software tools the AI can
- 8:51use and sets the guardrails. And Anthropic handles the
- 8:55security, the infrastructure, all of it.
- 8:57But the real breakthrough here is that the agents don't drop
- 9:00state. Right, OK, explain dropping
- 9:02state for us because that's a big deal.
- 9:03So previously if you had an AI running a task for hours, it
- 9:07would eventually forget what it was doing, its memory would fill
- 9:10up and it would drop the context or.
- 9:11Just lose the plot. Exactly a drop state, but
- 9:14Anthropic solved this. These managed agents can run
- 9:17solo for hours without forgetting their instructions.
- 9:20And they even have a preview of a coordination mode right where
- 9:23one manager agent farms out smaller tasks to a bunch of
- 9:27subordinate agents. Yes, agent swarms and it's so
- 9:30accessible because of the pricing model.
- 9:33Yes, it's not some massive enterprise license, it's usage
- 9:37based $0.08 per hour per session. $0.08 an hour for an
- 9:41autonomous worker. It's crazy and early adopters
- 9:44are already jumping on it. Notion, Asana Sentry.
- 9:48But the recruiting example is wild.
- 9:51The deployment speed was incredible there.
- 9:53They deployed agents across 5 different departments and it
- 9:56only took them about a week for each one.
- 9:58It's literally like hiring a brilliant project manager who
- 10:01automatically hires, manages, and pays a team of temp workers
- 10:05for exactly $0.08 an hour. And what this shows is that the
- 10:08true bottleneck for AI adoption hasn't actually been the models
- 10:12themselves. It.
- 10:12Was the implementation exactly? It's the back end headaches,
- 10:15maintaining servers, keeping the state active, and Fropic is
- 10:18actively eliminating all of that friction.
- 10:21All right, so having explored these deep technical shifts,
- 10:24let's zoom out a bit. Let's look at how this is
- 10:26shaking up the business and political landscape.
- 10:29In our Quick hit segment, there's a.
- 10:30Lot moving quickly today. Rapid fire time.
- 10:33First, some trending tools. We've got Scrunch, which is an
- 10:36AI site interpreter and auditor, and Clicky which is this open
- 10:40source AI teacher that just lives next to your cursor.
- 10:43Very handy utility tools. Yeah, and over the business
- 10:46world, Canva just acquired SIM Theory and Ordo to push their
- 10:49end to end campaign workflows. They're.
- 10:51Building a massive ecosystem. But here's the real business
- 10:54news Perplexity just hit a massive $450 million in
- 11:00estimated annual recurring revenue.
- 11:02That is a staggering number. It's a 50% monthly jump driven
- 11:07entirely by their computer agentic system and usage based
- 11:10pricing. I want to pause here because we
- 11:12talk so much about the hype cycle, but a 50% monthly jump in
- 11:16real revenue proves people are actually paying for these
- 11:19agentic systems to do their work.
- 11:20It's not just hype anymore. No, the value is proven, and
- 11:24this actually raises an important question about the
- 11:26talent war happening right now. No, the poaching.
- 11:29Exactly. Jeff Bezos has this secretive AI
- 11:32startup called Prometheus and they just poached Kyle Kosek.
- 11:36He. Was a former XAI Co founder
- 11:37right? Yeah, and he was recently at
- 11:39Open AI, so he's jumping between all the major players.
- 11:41And it highlights that the real bottleneck in AI isn't just
- 11:45compute power anymore. It's human capital.
- 11:47Yes, it's the incredibly small pool of humans who actually know
- 11:52how to build and scale these massive of systems.
- 11:55To be fair, the compute war is definitely still happening.
- 11:58Elon Musk just revealed X AI is training 7 new models on the
- 12:02Colossus 2 supercomputer. Including massive 6 trillion and
- 12:0610 trillion parameter systems. Just behemoths.
- 12:09And Speaking of Musk, there's major movement on the regulation
- 12:12and legal side too. First, Open AI published a child
- 12:14safety policy blueprint pushing for updated US laws on AI
- 12:18generated C Sam. Which is a very necessary
- 12:21regulatory push. Absolutely.
- 12:23And on the legal front, and I want to be very clear to the
- 12:26listener, we are remaining entirely neutral on this.
- 12:29We are simply reporting the filings from both sides.
- 12:32We're not endorsing either viewpoint here.
- 12:34Right, just looking at the facts of the case.
- 12:36Yes. So Elon Musk amended his lawsuit
- 12:39against opening AI to redirect all potential damages to their
- 12:42nonprofit arm, and he's pushing to get Sam Altman off the board.
- 12:46And open eyes response was pretty aggressive.
- 12:48Very. They responded by officially
- 12:50calling the amended lawsuit a harassment campaign.
- 12:55So yeah, the legal battles are heating up just as fast as the
- 12:57server farms. It's a deeply complex landscape
- 13:00right now. It really is.
- 13:02OK, so we've talked about billionaires fighting massive
- 13:05supercomputers and multibillion dollar buyouts, but how is this
- 13:09actually impacting you, the listener in your day-to-day
- 13:12life? Let's look at the community.
- 13:13I love this segment. It grounds the technology.
- 13:16Exactly. Today we're highlighting a
- 13:17reader named Lynn B from the UK. She's a serious amateur
- 13:21photographer. And she does some really complex
- 13:23in camera techniques, right? Yeah, she creates these
- 13:26beautiful expressionist multiple exposure images.
- 13:30The issue is she teaches these techniques to people over Zoom
- 13:33and a lot of her students just don't have cameras capable of
- 13:36multiple exposure's. There's an accessibility issue
- 13:38for her students. Right O she rocesses her own
- 13:40stuff in Hotosho, but writing a script to automate that process
- 13:44for her students is tough if you don't code.
- 13:48So she turned to ChatGPT. Exactly, she used a ChatGPT to
- 13:52write the code for custom scripts within Photoshop to
- 13:55simulate the whole in camera multiple exposure process.
- 13:59That's incredibly clever. And Photoshop error codes could
- 14:02be really temperamental, so she uses the AI to debug them.
- 14:06I love what she said about it, she said.
- 14:07The AI matches my tenacity with a challenging task.
- 14:10Matches my tenacity. That's a great phrase.
- 14:13Isn't it? It just points out that AI is
- 14:14the ultimate patient collaborator.
- 14:16It doesn't get tired, it just keeps helping you iterate.
- 14:19And what's so beautiful about Lynn's workflow is how it
- 14:22bridges the physical and digital worlds.
- 14:24She's using a language model, text based AI to democratize a
- 14:28very niche physical photography technique for her friends.
- 14:32It's amazing. It really is, and it leaves us
- 14:34with a really fascinating contrast to Mull over today.
- 14:37What's that think about the scale we've covered?
- 14:39On one hand, you have Meta spending $14.3 billion just to
- 14:45build a contemplative super brain.
- 14:48You have Elon Musk building 10 trillion parameter behemoths on
- 14:53supercomputers. The macro scale.
- 14:54Exactly the macro corporate level, but on the exact same day
- 14:58an amateur photographer in the UK is using that exact same
- 15:02underlying technology just to solve a niche Photoshop script
- 15:06for her class. The micro personal level, right?
- 15:08Intelligence is staling simultaneously at both of those
- 15:11extremes, and the question I want to leave the listener with
- 15:14is which one of those scales will actually change your life
- 15:17more? Oh, that is a great thought to
- 15:19end on because honestly, Meta might be building the $14
- 15:21billion engine, but people like Lynn are the ones figuring out
- 15:25how to actually drive the car in everyday life.
- 15:27Well, that is all we have for today's deep dive.
- 15:29Make sure to subscribe so you can stay updated on all these
- 15:32massive shifts. And if you enjoy the show,
- 15:34please rate it five stars. It really helps us out.
- 15:38We'll see you back for tomorrow's episode.