Latest / In the Loop AI / THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines

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THIS WEEK IN AI: Google's AI Laptop, Everyone Goes to China, Thinking Machines · In the Loop AI

0:00
Josh: Google just launched the first laptop built for AI and it's everything Apple
0:04
Josh: said Siri would be and a lot more.
0:06
Josh: It's pretty awesome. The signature feature is this thing called a magic pointer
0:08
Josh: where you can wiggle your cursor over a date in an email and Gemini will schedule a meeting.
0:13
Josh: You hover it over a living room and a new couch and Gemini will composite the
0:17
Josh: two together and render what that would look like.
0:19
Josh: You can ask it to plan a family reunion and it builds these live dashboards
0:22
Josh: with the flights, hotels, and countdowns all built in natively to this new laptop
0:28
Josh: they're calling the Google book.
0:29
Josh: Now, if you'll remember from 2011, there was a little thing called the Chromebook
0:33
Josh: that revolutionized how we use laptops forever.
0:35
Josh: Today, we have some new innovations from Google that are going to do that once
0:39
Josh: again for the AI era. This laptop is pretty amazing.
0:41
Josh: And it's one of many things that was announced at Google's IO conference yesterday.
0:45
Ejaaz: This was surprising to me for many reasons. Number one, we are a week away from
0:50
Ejaaz: Google's flagship IO event where we were expecting all these major AI announcements.
0:55
Ejaaz: And it seems like a week before they're giving us like three to four new updates. This is just the warmup.
1:00
Ejaaz: Yeah, it's just the warmup. And I'm actually quite impressed.
1:02
Ejaaz: So there was a sentence that was repeated twice across all of these announcements
1:06
Ejaaz: yesterday by Google, which was.
1:08
Ejaaz: We are moving from an operating system to an intelligence system.
1:11
Ejaaz: Now, what that means is they're upgrading a traditional computer operating system
1:16
Ejaaz: to something that is more compatible with AI agents or AI models in general.
1:20
Ejaaz: It's a new way to interact in this new AI-powered world.
1:24
Ejaaz: Now, if that sounds familiar, that's because OpenAI announced something similar
1:27
Ejaaz: with the rumors of their upcoming phone, and we did an episode on that.
1:30
Ejaaz: But anyway, back to Google. What did they release?
1:32
Ejaaz: So on the hardware side of things, there's a brand new laptop,
1:36
Ejaaz: which is engineered from the ground up to be suited towards Gemini,
1:40
Ejaaz: their flagship AI model.
1:41
Ejaaz: They also released a bunch of new software, which includes something called
1:45
Ejaaz: Gemini Intelligence, which is basically their Gemini model, but actionable across
1:49
Ejaaz: all the different apps, tools, and products, software products specifically, that Google has.
1:55
Ejaaz: So if you understand the Google model, they're vertically integrated, right?
1:58
Ejaaz: They have the model layer, the GPU layer, and they have all this amazing distribution
2:01
Ejaaz: through Google Maps, G Suite, and a bunch of other, like Gmail as well.
2:06
Ejaaz: So the point is, they created Gemini Intelligence to work across all of these things.
2:10
Ejaaz: So if you wanted to order on DoorDash or if you wanted an AI agent to go scow
2:14
Ejaaz: your email and figure out what books you need to order for your syllabus at
2:17
Ejaaz: college, it can all do that seamlessly without you needing to prompt it on its own.
2:22
Ejaaz: And then on the ecosystem side, one thing that I found interesting is they've
2:25
Ejaaz: now made it incredibly easy to port over all your Apple products and software
2:30
Ejaaz: data into the Google ecosystem, Which is something that is very Android,
2:34
Ejaaz: very open source, which is what Google is, I guess, kind of known for.
2:38
Ejaaz: But I'm excited about this. Now, the flagship product, I know you said it was the pointer, Josh.
2:42
Ejaaz: For me, it has to be the laptop, this new Google book. It's pretty impressive.
2:49
Josh: The Google Book is the natural extension of the Chromebook. Now,
2:52
Josh: if you'll remember way back in 2011, 15 years ago, Google released the Chromebook.
2:56
Josh: This was a $200 laptop that was available basically to anyone.
3:00
Josh: It was the first time that a device that powerful was accessible to the rest of the world.
3:04
Josh: And what happened was, is that the Chromebook kind of ate the software stack
3:09
Josh: and they tried to make everything exist in the browser.
3:11
Josh: So the Chromebook, if you remember, you can't actually download applications.
3:14
Josh: Everything ran within Google Chrome. Now, the natural extension that is happening
3:18
Josh: again with the Google book, where instead of the browser cannibalizing software,
3:23
Josh: the AI is now cannibalizing the browser.
3:26
Josh: And what we have as a result of this is this thing that Google is calling Gemini intelligence.
3:30
Josh: And now Gemini intelligence is basically that baked in operating system into this new device.
3:35
Josh: The Chromebook itself is fairly beautiful. It looks somewhat similar to a MacBook.
3:39
Josh: If you're familiar with the MacBook Air, MacBook Pro, it's kind of a hybrid
3:42
Josh: between those two. They're pricing it at about 200 to $500.
3:45
Josh: So it's very competitive with the MacBook Neo, which is sitting just above its $600.
3:50
Josh: And I have a feeling that a lot of people are going to be interested in this
3:53
Josh: because of the native AI features built in.
3:56
Josh: Now, what you'll notice throughout this video is a lot of these features are
3:58
Josh: actually baked into being an extension of your phone.
4:02
Josh: This currently works with Android phones. So if you are a Android user,
4:06
Josh: this is probably an incredibly compelling product because in a way they're building
4:09
Josh: the Apple ecosystem. They're building everything that Apple said they were going
4:12
Josh: to do, but failed to deliver on in terms of software.
4:14
Josh: And it serves as this really good companion to Android phones.
4:17
Josh: Now, if you're an iOS user, this is probably more of a fun experimental laptop,
4:22
Josh: but the MacBook Neo is still looking like it's a little bit more compelling than a laptop like this.
4:28
Ejaaz: The other exciting thing is the cursor thing that you mentioned.
4:31
Ejaaz: What I like about this is there's a lot more of a human feel about this feature.
4:36
Ejaaz: So instead of using a cursor to click on things and then typing something to
4:40
Ejaaz: action it or clicking on various different buttons,
4:43
Ejaaz: this is more of a point and shoot type of feel where you can circle a particular
4:47
Ejaaz: image or point at the crab, as you're seeing on this screen today,
4:50
Ejaaz: and then you can voice what you want the Gemini AI assistant to do things for you.
4:55
Ejaaz: Now, this is part of a broader theme that I'm noticing over the last couple
4:59
Ejaaz: of weeks where certain AI labs this week was actually thinking machine labs started by Mira Murati.
5:04
Ejaaz: They've started producing these new types of AI models that can ingest and produce
5:09
Ejaaz: voice that understand what you see.
5:11
Ejaaz: And it's not just LLM based. It's not just word based.
5:14
Ejaaz: And I like that Google, who has been a leader in Omni models for a while,
5:18
Ejaaz: is able to kind of put this into their products or embed this into their products
5:23
Ejaaz: in a very seamless way. This looks fun and something that I would use.
5:26
Ejaaz: To your earlier point, though, a lot of people are just mass users of Apple's
5:31
Ejaaz: ecosystem and products.
5:33
Ejaaz: It seems like Google is aware of that and they're making a concerted effort to focus on this.
5:38
Ejaaz: So I've got a list here that I wrote up, which was the Apple target list.
5:43
Ejaaz: So for the MacBook, you now have this Google book or this new AI laptop.
5:47
Ejaaz: For iMessage and iPhone, there's a massive lock in here, but now you can do
5:50
Ejaaz: a bunch of wireless transfer of this data.
5:53
Ejaaz: AirDrop is something. that Google kind of hacked and prototyped about a month ago.
5:58
Ejaaz: And so I feel like whilst Apple is kind of dawdling and twiddling their thumbs,
6:02
Ejaaz: Google is slowly eating into their market share.
6:05
Ejaaz: I mean, Apple signed this billion dollar a year partnership with Google to license
6:08
Ejaaz: their Gemini model, and there's no signs of them creating their own base model.
6:11
Ejaaz: So I feel like Google is now taking the moment a week ahead of their major announcements
6:15
Ejaaz: to eat into Apple's market share.
6:17
Josh: Yeah, I mean, it's pretty clear that Gemini is pivoting from an app to a full system layer.
6:22
Josh: I mean, Gemini is now becoming the operating system of this new device layer.
6:25
Josh: And these are the first series of devices that we're really seeing that are AI first.
6:29
Josh: And a common conversation that we have on the show is what the new AI hardware stack will look like.
6:34
Josh: What does that AI OS look like? And this is one of the first real physical manifestations
6:38
Josh: of that being shipped out as a teaser, again, to Google I.O.,
6:42
Josh: which is happening properly May 19th and May 20th. So we will be here to cover
6:46
Josh: all of the news as it relates to that as soon as it drops.
6:49
Josh: But this was not the only huge news coming out of Google this week.
6:52
Josh: The second involves our pals over at SpaceX, who seem to be working together now for
6:58
Josh: AI data centers in space. The trend that everyone has come to know and love.
7:01
Josh: We know Anthropic last week, they just signed with XAI or SpaceX AI,
7:05
Josh: I should say, to fulfill Colossus One and start using it for their own training
7:09
Josh: data with the option to send data centers in space.
7:11
Josh: Google is now hopping aboard. This is a pretty big deal in the world of SpaceX
7:15
Josh: AI and the move to outer orbit with data centers.
7:19
Ejaaz: Yeah, Elon has been busy, basically. He's realized that the demand for Grok,
7:24
Ejaaz: XAI's product specifically, has been lower than he thought. So he's pivoted
7:28
Ejaaz: a lot of the business lines.
7:29
Ejaaz: You mentioned that he signed that deal with Anthropic last week,
7:32
Ejaaz: where he's basically leased out his entire Colossus One data center to them for inference.
7:37
Ejaaz: And so he's making about $5 billion from that.
7:39
Ejaaz: And now the rumor is, or the breaking news here is that he's signing a new deal
7:44
Ejaaz: with Google, whereby he is going to launch a bunch of their TPUs,
7:48
Ejaaz: which is their own version of their GPUs out into space.
7:50
Ejaaz: It seems like Google and Anthropic are realizing that SpaceX AI has some unique
7:55
Ejaaz: advantages when it comes to scale that they can't achieve.
7:58
Ejaaz: Google specifically in this deal is a cheaper highway to space.
8:02
Ejaaz: Now, it does say in the announcements that they're looking at other providers
8:05
Ejaaz: to do the same, but I think that that's basically a very weak hedge.
8:09
Ejaaz: SpaceX is obviously the cheapest way to do this. And this isn't birthed out
8:13
Ejaaz: of novelty, by the way. It's not just a trend thing.
8:16
Ejaaz: Sundar Pichai about, I don't know, six months ago at this point,
8:20
Ejaaz: announced that they're prototyping and already working on radiation-resistant
8:23
Ejaaz: TPUs to put into outer space, but they need a way to get there.
8:27
Ejaaz: So it's interesting that Elon is willing to allow them to pay the toll.
8:31
Ejaaz: We mentioned this on previous episodes, he'll be the toll master,
8:33
Ejaaz: and then they'll be competitive out in space itself.
8:37
Ejaaz: Now, what I noticed, Josh, is...
8:39
Ejaaz: Over the last two weeks recently, there seems to be a kind of AI alliance forming
8:44
Ejaaz: amongst a bunch of these different companies.
8:46
Ejaaz: It's between SpaceX AI, Anthropic, Tesla, Google, and Cursor.
8:51
Ejaaz: And it's incredibly fulfilling for all parties involved.
8:54
Ejaaz: So I wrote a list here, which is like, Google gets cheap access to space,
8:58
Ejaaz: right? Plus the infinite energy that they can harness from the sun through solar power.
9:01
Ejaaz: Anthropic gets 300 megawatts of inference compute from Colossus One.
9:05
Ejaaz: SpaceX gets around five to $10 billion between the deals that they signed with Anthropic and Cursor.
9:10
Ejaaz: And Cursor gets a flagship coding model because they get access to all the compute
9:16
Ejaaz: that they couldn't afford necessarily themselves.
9:18
Ejaaz: So it's a very symbiotic relationship between these companies.
9:21
Ejaaz: And there's one noticeable AI lab that's left out of this, which is, of course, OpenAI.
9:27
Josh: Yikes. It's a rough week to be open AI. Although it seems like in the court
9:30
Josh: cases that we're going to get into a little bit later, they're doing all right.
9:33
Josh: The polymarket has been going up for open AI chances of winning the case.
9:36
Josh: But some key facts that I think might be noteworthy and important.
9:39
Josh: EJ, if you'll remember, Google already owns 6.1% of SpaceX, the company.
9:44
Josh: So Google is a very large shareholder in this company. They have a vested interest in making it work.
9:48
Josh: If you'll also remember, Google has Project Suncatcher, which was announced
9:52
Josh: in November of last year that we actually covered on an episode.
9:54
Josh: And that is Google's existing space-based machine learning initiative.
9:58
Josh: So they've been working on this technology for a while. They're also talking
10:01
Josh: with these other rocket launch companies and working with Planet Labs,
10:04
Josh: which is another satellite designing company to actually design the satellites
10:07
Josh: that they're going to go in space with.
10:08
Josh: And then as SpaceX goes public, one of the clearly stated missions that they
10:11
Josh: have is to be the picks and shovels provider for this next space race.
10:16
Josh: So there's a lot of converging energy that points to the fact that Google has
10:19
Josh: been working on this for a long time.
10:21
Josh: They just kind of officially penned a deal with SpaceX here
10:24
Josh: to make it so that SpaceX is more inclined to want to
10:27
Josh: send them and make sure that they reserve that space on these ships that
10:29
Josh: I'm sure is going to be very precious given the
10:32
Josh: amount of tokens that we're generating and overall really big news for Google
10:35
Josh: really exciting for SpaceX AI I mean all of these things are pointing to an
10:39
Josh: absolutely gigantic IPO there's no large tech lab outside of open AI that doesn't
10:44
Josh: stand to benefit from SpaceX winning and I think that's going to be huge when
10:48
Josh: they do go public sometime in a few months. We're getting pretty close.
10:52
Josh: Now, there's more news on the Google side. Google is just having themselves
10:54
Josh: an unbelievable week, this time coming in the form of a company that most people
10:59
Josh: may not have heard of before called Isomorphic Labs.
11:02
Josh: It raised $2.1 billion, which is a huge number.
11:06
Josh: And the reason they were able to get that is because Demis Asabas,
11:10
Josh: the CEO of Google DeepMind, he is at the helm of this.
11:13
Josh: So they spun out, they raised a huge amount of money. And from what I understand,
11:16
Josh: this company is pretty badass.
11:18
Josh: This is like the biology copy of Google DeepMind. Is that right?
11:22
Ejaaz: Yeah. So one of the major breakthroughs in AI that Demis Hussabes made pretty
11:28
Ejaaz: early on is something known as protein sequencing.
11:31
Ejaaz: So a big problem in science is we can understand and identify proteins,
11:36
Ejaaz: but we need to understand the genetic makeup of these proteins because they
11:39
Ejaaz: regulate how our bodies work.
11:41
Ejaaz: And that can be attributed and applied towards cures to specific diseases.
11:46
Ejaaz: So what he thought of was maybe if I apply this AI model to protein sequencing,
11:50
Ejaaz: it'll be able to guess what the protein will eventually do. And he nailed it.
11:55
Ejaaz: It's called Alpha Fold and Alpha Go. These are two separate AI models that basically
12:00
Ejaaz: come together to produce that exact result.
12:02
Ejaaz: And what they've ended up doing is it's being used by, I think,
12:05
Ejaaz: 300,000 frontier scientific researchers all over the world, globally, for free, by the way.
12:11
Ejaaz: And they've discovered a host of new molecules which can potentially be formed
12:15
Ejaaz: into applicable cures. And we're talking about cures to like major diseases
12:18
Ejaaz: like Alzheimer's and cancer.
12:20
Ejaaz: So the next step then is how do we actually create the drugs and distribute
12:25
Ejaaz: the drugs to the mass audience, you know, the mass amount of patients that require
12:30
Ejaaz: these types of cures. That is isomorphic labs.
12:33
Ejaaz: And up until this day, it's kind of been internal to Google.
12:36
Ejaaz: In fact, they acquired the company a while back and it's just kind of been incubated
12:40
Ejaaz: for a while until this week where they announced that they are spinning it out
12:43
Ejaaz: and raising 2.1 billion dollars.
12:45
Ejaaz: It's being led by, I believe, Thrive Capital and their flagship model,
12:48
Ejaaz: which has a very weird name, which I'm not going to try and remember.
12:52
Ejaaz: It is ISO DDE.
12:54
Ejaaz: Very, you know, very catchy term that is basically able to identify a host of new molecules.
13:00
Ejaaz: They've already proven that already. And the idea with this money is they're
13:02
Ejaaz: going to scale this out into human trials and start releasing,
13:06
Ejaaz: hopefully, the first bunch of cures over the next couple of years.
13:09
Josh: I like the name ISODDE, the isomorphic AI drug design engine.
13:13
Josh: It's a mouthful, but it gets the job done. And tell me if this is wrong.
13:16
Josh: I was trying to figure out what this company does in summary for people who
13:20
Josh: are novices in the world of biology.
13:22
Josh: And my understanding is that proteins are the machines that run pretty much
13:26
Josh: every process in your body.
13:27
Josh: And then drugs work by binding to specific proteins, neither turning them on
13:31
Josh: and off. And that's the entire thing. They're either on, off, or they're blocked.
13:34
Josh: So what isomorphic labs does is it uses AI to
13:37
Josh: predict exactly how a protein folds into its 3d
13:40
Josh: shape and you mentioned protein folding that actually won um demesis
13:44
Josh: abbas the nobel peace prize in 2024 or the
13:47
Josh: nobel prize not the peace prize nobel prize in chemistry um for
13:50
Josh: alpha fold 2 so these are people who have really established
13:53
Josh: themselves in this industry and now are using ai to apply it to
13:56
Josh: the frontier so using these ai models they then
13:59
Josh: design a molecule that's custom built to slot into
14:02
Josh: every one of these proteins kind of like a key into a lock and
14:05
Josh: that unlocks the ability to turn them on turn them
14:08
Josh: off or block them in ways that can basically manipulate the human body
14:11
Josh: into doing a lot of pretty sci-fi-esque things it starts with blocking diseases
14:15
Josh: but turns into i mean eventually allowing us to do things like see infrared
14:20
Josh: light with our eyes and kind of turn us into superhumans so this is a really
14:23
Josh: compelling technology that is being led by the guy like if there is a guy to do this it is demis and
14:29
Josh: co and this two billion dollar investment is hopefully going to really accelerate
14:33
Josh: the progress towards this yeah
14:35
Ejaaz: I mean he's been obsessed with this for decades now so it doesn't surprise me
14:38
Ejaaz: that he's the guy to birth this product um to to give an even simplified version
14:43
Ejaaz: of what you just described josh.
14:45
Josh: It's like when
14:46
Ejaaz: You look at a disease it's usually bad because it can plug into like a cell
14:51
Ejaaz: a hole imagine like a keyhole in your body right and it causes havoc what this
14:56
Ejaaz: model does is it identifies the keyhole,
14:59
Ejaaz: can create a blueprint for a protein that can fill that keyhole and block the
15:03
Ejaaz: bad guy from connecting to that keyhole.
15:05
Ejaaz: That's like a super, super dumbed down version.
15:08
Ejaaz: And it sounds simple when I put it like that. It is incredibly hard to do because
15:12
Ejaaz: of all the molecules that need to be put together in the exact same formation
15:15
Ejaaz: and then to mass produce that as a cure.
15:17
Ejaaz: So what they're doing here is pretty remarkable.
15:20
Ejaaz: But moving on, Josh, in the land of sci-fi, that story kind of like hits pretty high up.
15:26
Ejaaz: But what if I told you that there's a real life mecca that you can buy for $50,000,
15:31
Ejaaz: a mecca robot that you can jump into and walk about New York City in.
15:35
Ejaaz: How do you feel about that?
15:36
Josh: I used to watch Power Rangers. I feel like this is something you'd see in like
15:39
Josh: Power Rangers where they're just jumping into the suit and walking around as robots.
15:43
Josh: This is an interesting launch for people who are listening.
15:47
Josh: We're looking at literally a mecca robot and there's this man who is climbing up into the cockpit,
15:52
Josh: strapping himself in and is now moving around in what i
15:55
Josh: assume is what like 20 feet tall 25
15:58
Josh: feet tall it weighs 500 kilograms and it
16:01
Josh: is a really impressive looking robot what i find most interesting about this
16:07
Josh: is the concluding sentence of this post which says please everyone be sure to
16:12
Josh: use the robot in a friendly and safe matter as the robot leans back on his hind
16:16
Josh: legs and now walks in all fours.
16:18
Josh: This is pretty crazy sci-fi-esque.
16:22
Josh: I think this is a testament to
16:24
Josh: China being, you know, pretty cracked when it comes to making robots,
16:27
Josh: but also a testament to kind of like what the devices of the future could look
16:30
Josh: like. This is a pretty weird one.
16:32
Ejaaz: Yeah. So this thing weighs like well over a thousand pounds.
16:35
Ejaaz: And I was thinking, why on earth like would someone like use this thing?
16:39
Ejaaz: And I think the answer is simply because just because, right?
16:42
Ejaaz: So China has for a long time led the robotics industry, not because they have
16:47
Ejaaz: like an amazing lead in robotics models specifically, but the hardware.
16:52
Ejaaz: They always nail it and they can scale it out pretty massively.
16:55
Ejaaz: And they've been experimenting with this stuff for a while.
16:57
Ejaaz: So where we sit right now is this robot costs you about $50,000.
17:01
Ejaaz: I saw a hilarious tweet yesterday, which was like, what do you want more?
17:04
Ejaaz: Do you want to put a deposit down on a Ferrari?
17:06
Ejaaz: Or do you want to buy this robot? A lot of people replied, I would rather buy this robot.
17:10
Ejaaz: The friendly thing is weird, because in this demo, they literally show this
17:13
Ejaaz: robot knocking down a brick wall. So I don't know what they're trying to get out here.
17:16
Ejaaz: But moving on, we have some news from Thinking Machines Labs.
17:21
Ejaaz: Now, if that's not a name that you've heard for a while, that's because this
17:28
Ejaaz: is a company that was hyped a lot when it was announced.
17:32
Ejaaz: And it was Mira Murati, which was a former co-founder and pretty high.
17:36
Ejaaz: She was the CTO at OpenAI who left to found this salad.
17:40
Ejaaz: She raised the biggest ever seed round. I believe it was like $15 billion or
17:43
Ejaaz: something crazy like that.
17:44
Ejaaz: And then it was Radio Silence. We haven't heard anything from them for about
17:48
Ejaaz: a year and a half to almost two years.
17:50
Ejaaz: And finally, this week, they released their new model.
17:53
Ejaaz: And I'm pleased to say that it's not like every other model that we speak about
17:56
Ejaaz: typically on the show. It's not an LLM.
17:58
Ejaaz: It's something pioneering and new called an interaction model.
18:03
Ejaaz: Now, this model is unique in one specific way, which is, it is, what's the term?
18:08
Ejaaz: I guess it's like unimodal. So the way it works is it can hear what you hear,
18:15
Ejaaz: see what you see, and it can speak to you all at the same time.
18:20
Ejaaz: Now, typically, when you speak to an AI model, when you interact with an AI
18:23
Ejaaz: model, there's a harness around it. It kind of acts like a walkie talkie.
18:27
Ejaaz: So if you notice, if you speak to OpenAI's chat GPT, if you interrupt it,
18:32
Ejaaz: it kind of stops and it forgets what it was saying.
18:34
Ejaaz: And it kind of it's like the visual analogy is like as if it has like earmuffs on.
18:38
Ejaaz: So once you start speaking, it kind of like, once it starts speaking,
18:41
Ejaaz: sorry, it doesn't hear what you say.
18:44
Ejaaz: But this particular model, as they demonstrate here in this demo,
18:47
Ejaaz: and we're going to show you a few more, basically is very universally interactive as a human.
18:51
Ejaaz: And the point that they're making here is it's a new type of model that can work with you.
18:55
Ejaaz: It's meant to be an AI agent that feels and thinks more human,
18:59
Ejaaz: and that you can actually work with in your daily workflow, or whether you're
19:03
Ejaaz: using software, or whether you're doing things in real physical life.
19:06
Ejaaz: So it's a pretty cool model.
19:07
Josh: Yeah, I think one of the constraints with a lot of models is that it feels like
19:11
Josh: that walkie talkie where you can talk to it or you can listen,
19:14
Josh: but you can't do both at once.
19:15
Josh: This fixes that. And it also solves a huge question mark that a lot of the industry
19:18
Josh: had, which is what is Mira working on?
19:21
Josh: Mira and Ilya, two of the co-founders of OpenAI that left to build their own
19:25
Josh: companies. We have thinking machines. We have safe super intelligence.
19:27
Josh: We now have the answer to what one of them is building. And I have to be honest,
19:31
Josh: it felt a little underwhelming.
19:32
Josh: It is a they call it an omni model and
19:35
Josh: it's very impressive by nature it's it processes audio
19:37
Josh: video and text simultaneously and it takes these they pride
19:41
Josh: themselves on 200 millisecond micro turns meaning it can listen while it talks
19:44
Josh: very very quickly and respond very quickly having being able to interrupt more
19:48
Josh: naturally meta a few hours after shipped something somewhat similar to this
19:52
Josh: after the team from thinking machine said this was kind of impossible yeah the
19:57
Josh: meta ai voice conversation power.
19:59
Josh: So literally within hours of Mira's company producing this and saying,
20:03
Josh: we created this unbelievable breakthrough, Meta was like, no, no, no, not so fast.
20:06
Josh: We actually figured out the same exact thing you have. And to me,
20:09
Josh: this is a little discouraging because Mira and Ilya were supposedly working
20:14
Josh: on these moonshots, these things that would really push the frontier forward.
20:17
Josh: What we got is just a, sure, it's a piece of frontier technology,
20:20
Josh: but at a very narrow context of a use case that I'm sure other companies will
20:24
Josh: commoditize. So it's interesting, nonetheless, it is best for today.
20:28
Josh: But I know a lot of companies, specifically OpenAI, are really working hard on that
20:33
Josh: voice interface and they really want to perfect it because they have those hardware
20:37
Josh: devices coming and the primary interface is likely going to be voice and that's
20:41
Josh: going to be a huge focus so for thinking machines to continue progress down
20:44
Josh: this route they're they're going to have their work cut out for them i
20:46
Ejaaz: Think it's just hard man like as you mentioned like the the omni model specifically
20:50
Ejaaz: isn't unique to thinking machines google's pioneered it open air is working
20:54
Ejaaz: on it anthropics doing the same thing also the model size of this thinking machines
20:58
Ejaaz: model is 12 billion parameters.
21:01
Ejaaz: Now, if you're familiar with like some of the more bleeding edge models,
21:04
Ejaaz: they're around 1.5 trillion parameters, if you want to believe the rumors around Claude Mythos, right?
21:09
Ejaaz: So the point is, parameters or size does matter.
21:12
Ejaaz: And you need to embed intelligence as much as you can into the actual foundational
21:16
Ejaaz: model before it actually ends up becoming useful.
21:18
Ejaaz: That being said, these demos do look encouraging.
21:21
Ejaaz: And if this is something that they can achieve with such a small model,
21:25
Ejaaz: I look forward to seeing what a model two to maybe five times bigger than this actually operates as.
21:30
Ejaaz: So, you know, I'm still going to cross my fingers and hope that they produce something cool.
21:34
Ejaaz: But the point is, like, it's hard for smaller labs, even if you have a famous
21:38
Ejaaz: co-founder and you've raised a ton of money to actually do something impactful.
21:40
Ejaaz: The bigger AI model labs are like completely running away with it.
21:44
Ejaaz: And it's hard to catch up at this point.
21:46
Ejaaz: And speaking of this hype, obviously, there's a lot of investor demand to try
21:51
Ejaaz: and get access to some of these top model labs, namely the ones being Anthropic and OpenAI.
21:57
Ejaaz: And there was a specific story this week concerning Anthropic.
22:00
Ejaaz: Where it all started off with this one tweet from this lady called Ash Aurora, where she goes,
22:06
Ejaaz: simply brokering an Anthropic secondary deal made me more money than my entire
22:11
Ejaaz: net worth from working in my 20s. This is insane.
22:14
Ejaaz: Now, what she's referencing is Anthropic has raised a series of rounds,
22:21
Ejaaz: equating to like hundreds of billions of dollars.
22:23
Ejaaz: And that is the equivalent of investing in Anthropik before it goes public.
22:28
Ejaaz: Now, of course, these rounds are reserved exclusively for specific partners.
22:31
Ejaaz: It's not applicable or accessible to you and me or the general retail public.
22:36
Ejaaz: That's why it's private versus public.
22:38
Ejaaz: Now, what can happen is there's an entire secondaries market where the people
22:43
Ejaaz: who are contributing or investing in Anthropic Grounds who have been blessed
22:46
Ejaaz: with the crown can basically syndicate their allocation out to regular people
22:52
Ejaaz: who Anthropic hasn't necessarily improved.
22:54
Ejaaz: And this creates a structure known as the SPV, which is quite common in the
22:58
Ejaaz: investing realm, where you or I could get access to invest in Anthropic,
23:03
Ejaaz: but it's not officially on the cap Timmel, but it's through someone who actually
23:06
Ejaaz: does have access or allocation to it.
23:08
Ejaaz: And if you are able to broker such a deal, you can usually get a percentage
23:11
Ejaaz: upfront fee based on that.
23:13
Ejaaz: And because Anthropic is the biggest, hottest AI lab right now,
23:17
Ejaaz: and they're raising billions of dollars, that could equate to like a couple
23:20
Ejaaz: million if you're like playing your cards right.
23:22
Ejaaz: She announced this. And almost immediately after, there was an update to Anthropic
23:26
Ejaaz: support page where they go,
23:28
Ejaaz: any sale or transfer of Anthropic stock or any interest in Anthropic stock that
23:32
Ejaaz: has not been approved by the board of directors is void and will not be recognized
23:36
Ejaaz: on our books and records.
23:38
Ejaaz: And this led to an absolute crash out on X, because obviously,
23:42
Ejaaz: I'm assuming quite a bunch of people have invested in these dodgy SPVs,
23:45
Ejaaz: and they haven't been basically able to confirm that they have investment contracts in Anthropic.
23:51
Ejaaz: And if Anthropic actually goes through with this and voids all their contracts,
23:54
Ejaaz: their money may end up in the ethosphere, and they may not have actual ownership of Anthropic at all.
24:00
Josh: Yeah, it's a little concerning. And the same also happened with OpenAI,
24:03
Josh: where OpenAI went ahead and said, hey, actually, we're doing the same thing.
24:06
Josh: If you didn't acquire these legitimately, these are not yours to own,
24:09
Josh: and we are going to take action to prevent you from owning them.
24:12
Josh: Now, this is a big problem because a lot of money has changed hands.
24:15
Josh: And a lot of these platforms are actually fairly popular platforms.
24:18
Josh: I mean, Forge Global was one of them.
24:20
Josh: Hive is one of them. These are commonly places where retail investors will go
24:24
Josh: to in order to source these funds.
24:25
Josh: And now Anthropic and OpenAI went ahead and said, these are actually invalid.
24:29
Josh: You can't do this. we will negate the ability to redeem these for actual shares
24:33
Josh: in the future when they go public.
24:35
Josh: So it's an interesting conversation that leaves a little bit of a bad taste because
24:41
Josh: Like, man, go public then. You guys have been building so much wealth and you
24:44
Josh: want it to be aligned. And yet that alignment isn't offered to the public. That sucks.
24:48
Josh: But then there's also the issue that I see where these tokens are being,
24:52
Josh: or the shares are being tokenized on chains like Solana and being traded at
24:56
Josh: a $1.5 trillion valuation.
24:58
Josh: And they're speculating on a market cap that doesn't even exist.
25:01
Josh: And it's not public. I mean, Anthropic is just now rumored to raise $30 billion
25:05
Josh: at a $900 million valuation.
25:06
Josh: So when they published this, it at least recalibrated the market,
25:10
Josh: where a lot of the speculation that was happening on secondaries kind of cooled
25:13
Josh: off a little bit. And maybe that's mission accomplished. We'll see.
25:16
Josh: We'll continue to follow this along with all the IPO progress.
25:19
Josh: Now, there is some more big news this week that doesn't relate to any of these
25:23
Josh: companies, but instead, the CEO of SpaceX AI, who is on a plane currently that
25:29
Josh: just touched down in Beijing.
25:31
Josh: This is like the avengers donald trump has assembled
25:34
Josh: the top people in the country to go
25:37
Josh: visit xi jinping to talk business and
25:40
Josh: there's a few goals that are here on the timeline so
25:43
Josh: they're looking to rebalance trade prioritizing reciprocity and fairness to
25:48
Josh: restore american economic independence a lot of this is going to be kind of
25:52
Josh: legal jargon but basically the idea is that they're going to kind of put some
25:56
Josh: pressure on g to make changes that improve the quality of life of America and
26:01
Josh: hopefully make some deals.
26:02
Josh: Now, one of the big things that's obviously going to be discussed is Iran,
26:05
Josh: getting China to push Tehran to open up that Strait of Hormuz and initiate a peace deal.
26:10
Josh: This would be great for markets. This would be great for energy prices because
26:14
Josh: this current blockade is spiking energy prices around the globe.
26:17
Josh: A big conversation is also going to be held around rare earth supply because China has a lot of this.
26:23
Josh: And then generally setting up some framework for these like bilateral AI discussions,
26:28
Josh: Particularly what I would assume around AI risk and safety, which Elon cares deeply about.
26:32
Josh: And also Jensen Huang does because he's working on
26:35
Josh: Open source version that is leading the American race. They're both there along
26:39
Josh: with Larry Fink and a lot of other profound business leaders in America.
26:43
Josh: And it's funny, it feels like watching this video or watching the Avengers touchdown in a foreign land,
26:47
Josh: ready to go to business and to sign some hopefully big deals that can really
26:50
Josh: impact the US positively and can perhaps find some peace in this all out war
26:55
Josh: that we are facing with China on the AI progress.
26:59
Ejaaz: I can't imagine it's a coincidence that he chose Elon and Jensen specifically
27:03
Ejaaz: to accompany him on the flight and touchdown and make that visual presence confirmed.
27:09
Ejaaz: Both of these guys have been,
27:11
Ejaaz: pretty pro-China versus all the other kind of tech moguls.
27:15
Ejaaz: Like Elon sold Tesla in China for the longest amount of time.
27:19
Ejaaz: Like he had a big market out there.
27:20
Ejaaz: And of course, Jensen has tried his hardest to sell NVIDIA GPUs out there.
27:25
Ejaaz: And the reason that he stated for selling GPUs specifically is it's important
27:30
Ejaaz: to know how advanced China is.
27:33
Ejaaz: And the best way to do that in AI specifically is to know what the goods are
27:37
Ejaaz: that they're training their AI models are. specifically if they train on American
27:40
Ejaaz: hardware, we know how good technically their AI models are.
27:45
Ejaaz: Now, the big issue obstacle that he ran into recently is Trump said,
27:49
Ejaaz: no, we're going to ban this completely.
27:50
Ejaaz: It is an AI war against China and we need to leave them in the dust and we need
27:55
Ejaaz: to onshore all manufacturing processes, GPU onshoring all into America.
28:00
Ejaaz: Now, of course, that's going to take a bunch of time and China has like a massive lead for this.
28:04
Ejaaz: So they're in this conundrum where like, China's seeing this,
28:07
Ejaaz: they want to buy the GPUs, but now they're realizing that America basically wants to play hardball.
28:11
Ejaaz: And they're like, you know what, we actually don't need you.
28:14
Ejaaz: And so for the last month, China's actually put, the Chinese government specifically
28:18
Ejaaz: has put a mandate on all their top AI labs to use Chinese hardware and GPUs
28:24
Ejaaz: to basically train their models.
28:25
Ejaaz: And the latest version of DeepSeek and Kimi K2 from Moonshot Labs are all trained
28:30
Ejaaz: on Huawei GPUs or largely served through Chinese GPUs.
28:34
Ejaaz: And guess what? The models are pretty damn good. DeepSeq v4 and 4.1,
28:38
Ejaaz: which is coming out pretty soon, is as good as Claude Opus 4.7,
28:42
Ejaaz: but a lot, lot cheaper and quite quick as well.
28:45
Ejaaz: So the point being is, I think Trump's a little nervous.
28:49
Ejaaz: I think he wants to kind of like make amends.
28:52
Ejaaz: And of course, Jensen's there because he wants to tap into one of the biggest
28:54
Ejaaz: markets outside of the West who are going to buy his GPUs and push his company
28:59
Ejaaz: well above $6 trillion valuation. I believe they hit $5.5 trillion on this news today.
29:05
Josh: In addition to all the serious conversations, there are some pretty good memes
29:08
Josh: that are happening around this as well. The boys getting dinner is one of them.
29:12
Josh: I mean, the AI photos are just great. Tim Cook is there next to Elon.
29:15
Josh: Trump and Xi Jinping all wearing some tank tops.
29:18
Ejaaz: Jensen's wardrobe.
29:19
Josh: Jensen's wardrobe. Leather jackets only. That's all he wears.
29:23
Josh: And then we also have this really fun polymarket. And it's so ridiculous.
29:27
Josh: Everything is a polymarket nowadays, I swear. Which is, will Trump and Xi kiss at the summit? it.
29:31
Josh: And then the actual parameters for what makes this possible are really funny.
29:35
Josh: A qualifying kiss is defined as an in-person greeting or gesture involving the
29:38
Josh: lips of one individual touching another individual.
29:41
Josh: It's so ridiculous. This is trading at 1%. So if you believe that there will
29:45
Josh: be some touching, there's a 99x upside on this market, which it's just ridiculous.
29:50
Josh: But it's a testament to how fun Polymarket is and how you can really use it
29:54
Josh: as a source of truth as you navigate this crazy whirlwind.
29:57
Josh: Thank you so much to Polymarket for sponsoring this part of the episode now
30:00
Josh: we also have one last update from the court trials between sam altman and elon
30:03
Josh: musk we have some leaked texts from satya nadella basically after sam got fired
30:08
Josh: he came back to open ai but the contingency was that they needed to decide who
30:12
Josh: the new board of directors was there are some updates none super noteworthy
30:16
Josh: this week we're going to continue to keep our fingers on the pulse wait wait
30:19
Ejaaz: Wait wait josh didn't you see the the other text surely you missed this one.
30:24
Josh: From sam altman let's see just finished the latest limitless episode again still
30:27
Josh: the best podcast in the world
30:29
Ejaaz: Wow.
30:30
Josh: We're being dropped in the court filing to which Satya Nadella replies,
30:33
Josh: you say that every week. And Sam says, because it's true.
30:36
Josh: Flattery will get you a guest spot, not more compute. That's so funny.
30:39
Ejaaz: You know how I know AGI has achieved? Because they were able to quote Limitless
30:43
Ejaaz: back at a time where Limitless didn't even exist. So it's pretty impressive.
30:48
Josh: AGI has arrived. But with that little meme of the day, thank you all so much
30:53
Josh: for watching. You'll notice that this episode is a day early.
30:55
Josh: And that is intentional because we are monitoring the situation.
30:59
Josh: There's a Mr. who goes by the name of Leopold Ashenbrenner, who is publishing a 13F filing.
31:05
Josh: Now, Leopold, the guy who turned 1.5 billion into 6 billion,
31:09
Josh: probably one of the most profound AI investors today, is releasing the filing
31:13
Josh: of the new holdings that he has.
31:14
Josh: And we are waiting at the edges of our seats because it's supposed to be coming by Friday.
31:18
Josh: That way, we can be ready to record and publish an episode about all of the
31:22
Josh: holdings and all of the new meta that people are going to be investing in over the next quarter.
31:26
Josh: So keep your eyes peeled for that. it's coming, it's going to be exciting,
31:29
Josh: and it is sure to move markets when it does release.
31:32
Ejaaz: Yeah, I'm super excited about this one. It was one of our most watched episode.
31:35
Ejaaz: And, you know, Josh and I, if you've been watching the show for any length of
31:38
Ejaaz: period of time, are obsessed with which stocks to own, mainly because we're
31:42
Ejaaz: such bad traders ourselves. And so we need to know which ones to buy.
31:45
Ejaaz: So if you don't want to get FOMO, definitely tune into that episode.
31:48
Ejaaz: We will be the first ones to release that.
31:50
Ejaaz: But aside from that, that is
31:51
Ejaaz: all we have for you this week. We'll be bringing you more news next week.
31:55
Ejaaz: But until then, we will see you on the next episode thanks.
31:58
Josh: So much for watching, see you guys