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THIS WEEK IN AI: ChatGPT Built its Own Chip, Micron Soars, a24's $75m Google Deal · In the Loop AI

0:00
Ejaaz: OpenAI announced they're building their very own AI chip, custom designed for
0:04
Ejaaz: OpenAI models, Codex, ChatGPT.
0:07
Ejaaz: But the craziest part was it was designed by their AI models themselves.
0:11
Ejaaz: Everything from the software stack to potentially even the hardware design itself
0:15
Ejaaz: was made by OpenAI's internal model, as well as Codex, their coding model.
0:20
Ejaaz: It's going live in nine months, which is absolutely crazy. Typically,
0:23
Ejaaz: these things take one to two years to at least design and build the first couple of prototypes.
0:27
Ejaaz: So the fact that OpenAI is entering this market is the first real example of
0:30
Ejaaz: an AI lab owning the entire stack, going from hardware all the way to frontier
0:35
Ejaaz: AI models. Now, in other news, we've seen a few rumors.
0:38
Ejaaz: Fable 5, the most powerful model from Anthropic, might be coming back a lot more on that.
0:42
Ejaaz: And Micron absolutely killed their earnings report, blowing every bare expectation
0:48
Ejaaz: out of the water and expecting to make more revenue than nvidia did in q3 of
0:52
Ejaaz: last year a lot of stuff to go through today
0:54
Josh: Is spicy little jalapeno look at that this is exciting it's it's fun to see
0:59
Josh: the open ai team move into i guess enterprise hardware is what we would call
1:02
Josh: this they're making their own chips
1:04
Josh: and who's the last company that made their own chips we have google who has
1:07
Josh: their tpus incredible amazon has tranium and now
1:11
Josh: open ai has their own jalapeno chips and it's important to note that they're
1:15
Josh: going the same route as amazon and as Google.
1:18
Josh: This isn't a GPU, it's an ASIC. It is a chip specifically designed for a very
1:23
Josh: narrow task instead of something general purpose.
1:25
Josh: Traditionally, when OpenAI was to use NVIDIA's GPUs, the bottleneck isn't actually
1:31
Josh: the compute, but instead it's the memory that sits on the chip.
1:34
Josh: So at any given time, they're paying for 100% of the GPU, but they're maybe
1:38
Josh: using 70 to 80% of the capacity because they're limited by that memory bandwidth.
1:43
Josh: What these accelerators are going to do with this asic chip whatever this jalapeno
1:46
Josh: chip is the idea is that it's going to be used for inference it is going to
1:50
Josh: be purpose built to supply ai tokens very very fast and to be fully utilized and that utilization
1:56
Josh: when vertically integrated creates magical things we always talk about this
1:59
Josh: on the show about apple and their m series chips
2:01
Josh: and how it was such a step function improvement in.
2:05
Josh: Every single aspect of the devices. It was like a day and night difference overnight
2:09
Josh: when they released this chip.
2:10
Josh: There's an opportunity for OpenAI to do that now because owning the stack allows
2:14
Josh: you to squeeze out so much more efficiency than you have anywhere else.
2:17
Josh: And it's very exciting to see them build a chip that looks something like this.
2:21
Josh: I liked the idea that they used ChatGPT to actually accelerate the creation
2:25
Josh: of this chip. I think it was nine months, which is pretty damn fast.
2:29
Josh: And you have to assume that these two things are going to exist in parallel,
2:32
Josh: right? It's like as Chachi Petit gets better, it is able to help with the tape
2:36
Josh: out and the design of this chip.
2:37
Josh: As the chip gets better, it's able to process tokens more efficiently and better.
2:41
Josh: And it's this like kind of cycle that this flywheel that they're starting.
2:44
Josh: And I think this is step one. I mean, it's very exciting to see them getting in the game.
2:47
Ejaaz: I think the entire story for this has got nothing to do with the chip and more
2:51
Ejaaz: so that the models were used to design the chip. So like the way I see it is,
2:56
Ejaaz: The most scarce resource that every single AI lab that's fighting out for the
3:00
Ejaaz: number one position has right now is compute.
3:02
Ejaaz: And where you apply that compute defines whether you're going to win the race or not.
3:06
Ejaaz: Now, for the last nine months, or for the last year, at least,
3:09
Ejaaz: Anthropic has made it very clear that it's coding.
3:12
Ejaaz: So use the compute to train a better model that's better at coding.
3:16
Ejaaz: If you own the best coding model, it can build pretty much the entire software stack.
3:21
Ejaaz: Now, emphasis on the software stack.
3:23
Ejaaz: What good is AGI or an AGI-like model if it runs on sub-optimal hardware?
3:28
Ejaaz: So seeing OpenAI make this move, realizing that they've used all their compute
3:32
Ejaaz: to train a model that can then build or design better hardware,
3:36
Ejaaz: that then potentially makes sure that they spend less money
3:40
Ejaaz: to run the same level of intelligence, means that they have more compute in
3:44
Ejaaz: the future to build whatever model that they want, and it runs on optimal uh
3:48
Ejaaz: inference or whatever hardware stack that they build so this to me is like uh
3:53
Ejaaz: that kind of like mind-blowing moment that i had
3:55
Ejaaz: Uh whatever a year ago when called code went live i was like oh my god
3:58
Ejaaz: coding is the future opening is kind of like strategically made a very cool
4:02
Ejaaz: decision here where they're like
4:03
Ejaaz: no we want to own the hardware as well and we don't want to rely on nvidia and
4:07
Ejaaz: we're going to partner up with broadcom we're going to partner up with mediatek
4:10
Ejaaz: which by the way like these are companies broadcom is publicly traded so this
4:13
Ejaaz: is these are companies that like
4:15
Ejaaz: could potentially rival NVIDIA in the future to build their own chip.
4:19
Ejaaz: And the fact that they're releasing it,
4:20
Ejaaz: by the end of this year, is just a sign of the times that OpenAI,
4:24
Ejaaz: that doesn't have any scaling hardware experience, has been able to accelerate
4:27
Ejaaz: this using their own model. So it's the first real proof that you can do this,
4:31
Ejaaz: not just on the software scale, but on the hardware scale.
4:33
Josh: It's just very cool. Yeah. You know what other chip Broadcom makes?
4:36
Josh: Google's TPUs. It's the same company that makes the TPUs that are actively working today.
4:40
Josh: And Broadcom's CEO actually said these are on par with the NVIDIA Blackwell chips.
4:44
Josh: This is really exciting. I mean, it's cool to see open ai move into more hardware
4:49
Josh: feels like they're becoming this well-rounded entity they have the consumer
4:52
Josh: hardware angle that they're working on with the love from team and johnny ive
4:55
Josh: they have this enterprise hardware that they're using for their vertically integrated
4:58
Josh: stack of like actually generating tokens and then they have this large software
5:01
Josh: pillar that exists both in enterprise and consumer and it's like all right open
5:05
Josh: ai you could like start to see them planting the seeds for these pillars you remember.
5:09
Ejaaz: What our number one critic was for the consumer device right josh we were like,
5:13
Ejaaz: we're excited about this, but like, will they be able to scale this at all?
5:17
Ejaaz: And they've been able to do this for like the hardest technical chip architecture
5:20
Ejaaz: ever. It's just, it's impressive,
5:21
Josh: Man. I'm very excited about it. We also have other news that I must ask you
5:25
Josh: about, EJ, as our resident investing consultant in the world of AI and memory.
5:30
Josh: Because I remember talking about Micron, like, I don't know,
5:33
Josh: maybe a couple months ago, six months ago, maybe 12 months ago.
5:36
Josh: And it was like a small fraction of what it is today. It seems like these memory
5:40
Josh: stocks continue to just go up.
5:42
Josh: Every day, I'm looking at them plus 15%, plus 15% with no end in sight.
5:46
Josh: And Micron just reported earnings and they continue that trend.
5:49
Josh: I think they're up 20% this morning as we're recording this.
5:52
Josh: Yeah, that's unbelievable. 17.5%.
5:55
Ejaaz: What's 2.5%?
5:56
Josh: Like, tell me, Micron, can you just actually zoom out for a little bit on six
6:00
Josh: months maybe? Just so we could see a little bit of the trajectory.
6:04
Josh: Yeah. Like that's crazy. A 10X in six months.
6:07
Ejaaz: Yes, exactly. Yeah, exactly. 10X in six months.
6:09
Josh: Oh, wait, no, sorry. That's a 3X in six months. $1,000 of gain.
6:12
Josh: That's probably the correct.
6:14
Ejaaz: Either way, they're up a lot. So the question then becomes, what's going on
6:19
Ejaaz: with Micron? What's changed? Has something novel broken through in the AI memory
6:23
Ejaaz: trade? We've spoken about this a lot on the show before.
6:25
Ejaaz: It goes something like this. If you have an AI chip, if you're using AI models,
6:30
Ejaaz: if you want it to understand you, if you want it to remember stuff about you.
6:34
Ejaaz: Guess what? You need memory for it to store all the information about you.
6:37
Ejaaz: Now, there's two ways to store it.
6:38
Ejaaz: You can have memory on the chip itself, or you can have memory that's live in
6:41
Ejaaz: the session that you basically need a lot of memory.
6:44
Ejaaz: Micron is one of the key suppliers. They're actually number three,
6:48
Ejaaz: believe it or not, but they're the number one American supplier of memory chips.
6:51
Ejaaz: And they had their earnings report go live after market trading hours yesterday.
6:55
Ejaaz: And I'm not kidding. They blew it out of the water.
6:59
Ejaaz: $41 billion in quarterly revenue. For context, that is around 15% more revenue
7:05
Ejaaz: than NVIDIA, the largest, most valuable company in the world,
7:08
Ejaaz: made this time last year.
7:09
Ejaaz: Their projected revenue for the next quarter is going to be around $55 billion,
7:14
Ejaaz: making $38 billion profit off of that, which is, again, record-beating,
7:21
Ejaaz: way more than NVIDIA made this time last year.
7:24
Ejaaz: To provide context, they make one component for the entire GPU or chip architecture.
7:29
Ejaaz: So the reason why the stock is rallying is not just because it beat its earnings, believe it or not.
7:35
Ejaaz: It's because it disproved a very important theory that a lot of bears have on
7:39
Ejaaz: the AI memory trade, which is the memory trade has topped. There's too many people in it.
7:44
Ejaaz: This week, literally two days ago, the Korean Stock Exchange had to shut down
7:48
Ejaaz: because too many people were over-levered. they were borrowing money and buying
7:51
Ejaaz: into this stock and buying into like Korean memory stocks, SK Hynix and Samsung.
7:57
Ejaaz: And basically, they said like, this is too much. The trade is overcrowded.
8:00
Ejaaz: What the earnings report from Micron revealed yesterday is that the demand hasn't even started yet.
8:06
Ejaaz: This week, they signed a very important partnership with, you might have heard
8:09
Ejaaz: of this company, Anthropic.
8:11
Ejaaz: They signed a pretty huge deal with Anthropic, basically saying that they're
8:15
Ejaaz: going to be the prime memory provider for all Anthropics GPU co-partnerships going forward.
8:20
Ejaaz: And maybe if they build their own ASIC in the same way that OpenAI just released
8:24
Ejaaz: or announced Jalapeno, they will also use Micron.
8:27
Ejaaz: So the idea here is memory demand is going up way, way, way more exponentially
8:33
Ejaaz: than memory optimization can happen in models. So let's say you create a new
8:37
Ejaaz: model that demands less memory.
8:38
Ejaaz: It doesn't matter because the demand for more people using more agents etc that
8:42
Ejaaz: require even more memory is there and micron is going to be the primary provider
8:46
Ejaaz: of that that's why the stock is up almost 20 this morning it would disprove in the best
8:50
Josh: In the case that like the even the ai train stops there are other use cases
8:54
Josh: for memory it's like everything is requiring memory and that next thing is that
8:58
Josh: physical ai the robotic demand it's like all the the physical infrastructure
9:02
Josh: that's going to be built with ai
9:04
Josh: all of these things need memory all of the autonomous robo taxis that are on
9:07
Josh: the road need memory all of the future optimists and humanoid robots that are going to be deployed.
9:12
Josh: They all need memory. Everything needs a tremendous amount of memory to process.
9:15
Ejaaz: Josh, you have a Tesla, right?
9:17
Josh: Yes, I do.
9:18
Ejaaz: Guess how much more memory your Tesla requires than the average car that has a smart system.
9:23
Josh: Oh, that's a great question. I have no idea. Do you know the number?
9:26
Ejaaz: Five to eight X, depending on the model. And guess what? The later models need
9:29
Ejaaz: more memory. So the trend basically is as these autonomous vehicles go live
9:34
Ejaaz: and improve version over version, you need way, way more memory.
9:38
Ejaaz: There's only three suppliers. Micron is number three. You do the math.
9:42
Josh: That's unbelievable. What a great opportunity for Micron. And they're also doing
9:45
Josh: stuff outside of just publishing great earnings. They're signing deals with
9:49
Josh: pretty large companies. The most recent one being Anthropic,
9:52
Josh: you might have heard of them.
9:53
Josh: It sounds like they are now officially working together. What is the capacity
9:57
Josh: of this deal? What does the deal actually consist of? Do you know? Yeah.
10:00
Ejaaz: So basically, Anthropic has a ton of investments in data centers in general,
10:05
Ejaaz: and a lot of it is to do with GPUs.
10:08
Ejaaz: But in order to kind of make sure these GPUs work well together and
10:12
Ejaaz: in the future where Anthropic wants to create their own inference chip in the
10:15
Ejaaz: same way that OpenAIR's created Jalapeno, they need to design the perfect memory
10:20
Ejaaz: architecture and the custom racks to be able to suit the memory implementation
10:25
Ejaaz: into all these different chips.
10:26
Ejaaz: What better way to do that than not hiring a staff team on your own,
10:30
Ejaaz: but partnering up with the number one memory or the number three memory company,
10:34
Ejaaz: but the number one memory company in the US that is like completely beating earnings.
10:39
Ejaaz: So now what Micron is going to do is they're going to form a team,
10:42
Ejaaz: they're going to place it in Anthropic, and they're going to work very closely
10:44
Ejaaz: with the Anthropic team on any chip architectures that they build in the future.
10:48
Ejaaz: And you might be wondering, well, isn't this a conflict of interest?
10:50
Ejaaz: Well, actually, Micron put in a pretty large check into Anthropic's recent Series H round, I believe.
10:57
Ejaaz: So they're also part owners of Anthropic. So it's all kind of like this symbiotic
11:02
Ejaaz: kind of like thing that they're in right now.
11:04
Josh: Well, there's also another fun news update that we have to share because there
11:08
Josh: is a Mythos class model that is coming. And it's not from where you would expect.
11:12
Josh: It's from Meta, who claims they are on the way to their Mythos class model.
11:16
Josh: This sounds amazing. This is very exciting on paper.
11:19
Josh: The problem is the timeline of the Mythos class model.
11:23
Josh: It seems like there is no timeline at all to what it's going to be.
11:27
Josh: Is it nine months? It's nine months.
11:29
Josh: Okay, so in the time it takes to birth a human child, Meta will somehow figure
11:33
Josh: out how to create a Mythos class model.
11:35
Josh: And it begs the question, it's like, well, if you're getting to Mythos in nine
11:38
Josh: months from now, then what is the future Mythos class model going to look like in nine months?
11:43
Josh: And that seems like a bit of a problem for them. I mean, that essentially puts
11:46
Josh: them behind the open source labs, right? Because the open source labs are six months behind.
11:51
Ejaaz: It's going to look worse than an open source model. So the irony is you have meta that went from
11:56
Ejaaz: building and releasing models in an open source fashion to then becoming closed
11:59
Ejaaz: source because they had this super special model that they were training only
12:02
Ejaaz: to get outcompeted by all the Chinese AI labs that have a better open source model.
12:07
Ejaaz: Definitely in nine months time this is crazy it's
12:10
Josh: Crazy time yeah so i mean is meta cooked i don't know we do have some good news
12:14
Josh: at least on the meta front in the sense that they they revealed some glasses
12:17
Josh: they have some glasses now um which i thought were actually great it's.
12:21
Ejaaz: Already low josh come on
12:24
Josh: So here on the right we have evan spiegel's glasses from snapchat that were released earlier,
12:29
Josh: this week last week i think and uh they were horrendous they were nothing short of just an abomination,
12:34
Josh: zuck tried his own version of this which we know meta has been working on these
12:38
Josh: smart glasses and you know what
12:39
Josh: i think it's a home run for what this is i think they did a great job they partnered
12:43
Josh: up with kylie jenner who we're seeing on screen to do the i guess promotion
12:48
Josh: to be the face of it she has a voice when you talk to the ai and what i like about these,
12:52
Josh: is the lack of ambition within them and i think they have kind of grounded themselves
12:56
Josh: in reality here where a lot of people are trying to do the heads-up display
13:00
Josh: like the virtual display that requires a lot more technology baked into it
13:03
Josh: these glasses they look reasonable they don't look any different than normal
13:06
Josh: glasses which is great they have a microphone built in they have the speakers
13:10
Josh: built in and they have two cameras on the sides and it's enough to be that,
13:14
Josh: like intermediary interface with ai that isn't quite your phone,
13:18
Josh: but it still exists on your face and you could still engage with it so i think
13:21
Josh: like from a product standpoint this is the most exciting offering to date as
13:25
Josh: it relates to smart glasses how useful are they not super useful maybe they're
13:30
Josh: just a fun gimmick now but I thought they did a really nice job.
13:32
Ejaaz: You know what? I would buy this product if Apple released it because,
13:36
Ejaaz: okay, if you're not going to give me a visual display on my lens,
13:38
Ejaaz: if it's just going to be basically speakers and a microphone,
13:41
Ejaaz: it should feed into some sort of device.
13:44
Ejaaz: I'm not pulling up the Meta app on my iPhone. Like that, ew.
13:48
Ejaaz: Like I will just use whatever Apple creates in the future.
13:52
Ejaaz: Now, is it sleeker and is it cheaper than their Ray-Ban display,
13:55
Ejaaz: which was ironically their flagship announcement from their hardware conference?
14:01
Ejaaz: Less than probably nine months ago last year um like yeah cool that's better
14:06
Ejaaz: um but is it actually going to be practical and useful to me
14:10
Ejaaz: uh i'm not entirely convinced by it but is it better than snaps glasses and
14:13
Ejaaz: will i more likely wear it yes um i heard a hilarious rumor that
14:18
Ejaaz: uh can leon's is happening right now it's like a big kind of advertising influencer
14:21
Ejaaz: type thing in france and apparently evan spiegel is over there trying to convince
14:26
Ejaaz: robert downey jr to become one of his ambassadors for Snap Specs.
14:30
Ejaaz: He's offered him $100 million.
14:31
Ejaaz: And the fact that there hasn't been a confirmed headline out there just tells
14:35
Ejaaz: you how bad some of the Snap Gosses is. So the bar is low.
14:37
Ejaaz: But one of my major critiques of Zuck in the past for his hardware specifically
14:42
Ejaaz: is he has not got the supply chain infrastructure to build it himself.
14:45
Ejaaz: And he's proven me wrong. So, you know, I raise my hands.
14:48
Josh: I hope they can pull it off. I really do. There's another unlikely combination
14:52
Josh: of Ergus collaboration, we could call it, that is a little bit even more out
14:56
Josh: of left field and Kyla Jenner and Meta.
14:58
Josh: And that is A24 and Google.
15:01
Josh: And yes, A24, the film production agency and Google, the technology company,
15:05
Josh: they have announced a partnership to now work together.
15:08
Josh: And it seems like they're going to work together on using these AI tools to
15:12
Josh: further develop the storytelling ability of A24.
15:16
Josh: And when I first heard the news, I was like, that doesn't really make sense.
15:19
Josh: What does Google AI and Google DeepMind have to do with A24?
15:23
Josh: And then I started thinking through like okay well they have the world models
15:26
Josh: we know that they are excellent at world models we know that they have
15:29
Josh: their vo class models the video generation models they have the music generation
15:34
Josh: models that generate pretty good songs and generate lyrics they have nano banana
15:37
Josh: which generates the visual images
15:39
Josh: and then i'm like oh okay well actually yeah like all of the core pillars of storytelling
15:44
Josh: can be made by these google deep mind models and they're actually like all pretty
15:48
Josh: much sitting along the frontier in their respective capabilities so i think
15:52
Josh: this is That's a pretty exciting news update that 824,
15:56
Josh: people that make a lot of the movies that I think we all enjoy,
15:58
Josh: they are now getting DeepMind models at their disposal. And I think that's, that seems pretty cool.
16:03
Ejaaz: It's important to point out that this investment deal doesn't mean that Google
16:07
Ejaaz: gets access to all the video content or copyright IP that A24 has.
16:12
Ejaaz: In fact, there's a strict line that's been drawn that you can't train any future
16:16
Ejaaz: Google VO or video models on A24 content.
16:20
Ejaaz: That's not the goal of this deal. The goal of this deal is we want to be thoughtful
16:25
Ejaaz: in Hollywood about not replacing human producers and directors, etc.
16:31
Ejaaz: How do we build tools that amplify the work and taste that they have,
16:35
Ejaaz: the vision, the ideas that they have?
16:37
Ejaaz: That's the whole vision behind the tweet that you're seeing from Scott Belsky,
16:41
Ejaaz: who is a partner and I think founder of A24 Labs, which is their kind of like research division.
16:48
Ejaaz: And they decided that Google was the best partner to work with.
16:51
Ejaaz: Google has the capital, they have all the data to kind of like feed into like
16:55
Ejaaz: what the best tool might look like.
16:57
Ejaaz: And they have the time, they have the patience, right?
17:00
Ejaaz: You know, they have YouTube, they have a wealth of resources that they can pull
17:02
Ejaaz: from that might help and aid A24.
17:05
Ejaaz: Now, A24 has a pretty impressive roster of investors at this point,
17:10
Ejaaz: Josh, they have Thrive Capital on their cap table.
17:13
Ejaaz: And now they have Google, they're valued after this recent investment from google
17:17
Ejaaz: at around 3.4 billion dollars making them probably one of the most valuable
17:22
Ejaaz: producing uh hollywood studios there is out there
17:25
Josh: Pretty crazy speaking of hollywood studios did you know that there is a film
17:27
Josh: that was made already and completed about sam altman he has a biopic named
17:33
Josh: artificial and i had no idea like today i learned that there has not only been
17:37
Josh: a movie about him but it's already been made filmed produced edited and it is ready to be,
17:43
Josh: is that the company that made it is not quite ready to reveal it to the world
17:47
Josh: because I assume it does not show Sam under the greatest light, perhaps.
17:52
Josh: We saw this happen once before with Zuck and the Social Network movie.
17:55
Josh: I assume this is kind of generally along those lines. And it appears as if they've hit a roadblock.
18:00
Josh: Why is there a roadblock, Ejaz? Why is this deal getting stopped?
18:03
Josh: Why can I not watch this movie?
18:04
Ejaaz: Well, that little company that produced this film goes by the name of Amazon.
18:08
Ejaaz: They spent hundreds of millions. Ah, yeah, that one.
18:10
Ejaaz: They spent hundreds of millions of dollars. You know, you might have heard of
18:12
Ejaaz: Amazon Prime. They distribute to, you know, millions and millions of people all over the world.
18:16
Ejaaz: So this was a big investment for them. They hired Andrew Garfield.
18:19
Ejaaz: They put in a ton of money to make this film.
18:22
Ejaaz: And then they signed a $50 billion enterprise relationship, cloud computing
18:26
Ejaaz: specifically with OpenAI, to serve their models through Petrock.
18:30
Ejaaz: And so they were thinking, hmm, if we release this movie that shows Sam Altman
18:34
Ejaaz: in a bad light, that might damage our enterprise relationship.
18:37
Ejaaz: So what we're going to do is we're going to cancel the release of the show,
18:40
Ejaaz: and we are going to start shopping it out to other name labels,
18:44
Ejaaz: other producers, one of which was A24. And they said, you know what?
18:48
Ejaaz: We can't do this because Thrive's on our cap table and Thrive is one of the
18:51
Ejaaz: biggest investors in open air.
18:52
Ejaaz: So it's interesting to see the politics over here. Like these AI labs are getting
18:56
Ejaaz: involved in a very meaningful way with these Hollywood producers and it restricts
19:01
Ejaaz: what they can actually make.
19:02
Josh: Okay, and to round out this week, there is a new feature from the Anthropic team named Claude Tag.
19:08
Josh: Now, Claw Tag is a brand new way of working with the AI in a way that I think
19:13
Josh: surprises a lot of people. We have this traditional LLM infrastructure,
19:17
Josh: an interface that you can work with it.
19:19
Josh: We have this claw, similar to like an open claw operating system.
19:22
Josh: And this is now a new third way of engaging with AI, where it's built right
19:26
Josh: into the place that you do your work, into Slack channels.
19:30
Josh: And what's funny about this is it creates this multiplayer way of engaging with
19:33
Josh: the AI and actually writing code and accomplishing tasks as a coherent workforce.
19:39
Josh: A cool thing that I picked up from the launch video was that 65% of all of the
19:43
Josh: code that Claude teams are producing is actually made through this new tool
19:48
Josh: that was previously internal and is now made public named Claude Tag.
19:51
Josh: So this is something that I think a lot of people who are in the workforce are
19:54
Josh: going to be excited to try.
19:56
Josh: It's a very novel way of kind of multiplayer tag teaming tasks and goals that
20:01
Josh: are required through just general day-to-day work in Claude.
20:04
Josh: And I think it's really fun.
20:05
Josh: It's like you tag in Claude as if I were to tag in you, Ejaz.
20:08
Josh: Like, hey, we need to get this agenda done for the show today.
20:11
Josh: You just tag in Claude instead. And it has all the context. It knows everything
20:14
Josh: from within the internal company database and is able to actually go off and
20:18
Josh: complete tasks. It's pretty cool.
20:20
Ejaaz: Yeah, just to be clear, this isn't a Slack update. This is a new way to work
20:24
Ejaaz: with Claude code and Claude itself.
20:27
Ejaaz: What I like most about it is it treats Claude like an actual person.
20:30
Ejaaz: We go from this LLM chatbot to now a person that you can trust to independently do work.
20:37
Ejaaz: That stat that you just quoted, the 65%, this is real product people with ideas
20:42
Ejaaz: of things that they want to build, tagging an LLM, and the LLM gets what they want to build.
20:47
Ejaaz: And they're like, okay, I'm going to go away and build this POV.
20:49
Ejaaz: And I'll bring you back the mock up, I'll bring you back the kind of functioning model.
20:52
Ejaaz: And you let me know if you like this, and then I'll go away and do it again.
20:55
Ejaaz: So completely hands off, like most of the software engineers that are getting
20:58
Ejaaz: paid hundreds of thousands of dollars, now don't actually handwrite code anymore.
21:02
Ejaaz: It's Just very impressive. And I look forward to seeing the best ways to kind
21:06
Ejaaz: of like use a specific tool. But that brings us to the end of the docket today.
21:10
Ejaaz: We have one final announcement, which is equally as important as every other
21:14
Ejaaz: thing that we're talking about on today's episode, which is we have a newsletter.
21:17
Ejaaz: It goes out to 100,000 of you. And Josh just wrote a banger of an essay that's
21:23
Ejaaz: going to go out. And we also include the five weekly highlights,
21:26
Ejaaz: the top news items that you need to hear about every single week that goes out on Friday.
21:31
Ejaaz: There's also one other final thing, which is
21:34
Ejaaz: Josh, myself, and producer Luke are in the market for a sponsor.
21:39
Ejaaz: So far, we've been keeping the lights on ourselves, funding it ourselves.
21:42
Ejaaz: And we've been trying to figure out another way to kind of like work with brands
21:45
Ejaaz: and partners that can, you know, kind of have a symbiotic relationship with
21:48
Ejaaz: us and keep the lights on and produce the content that we have every single week, four times a week.
21:54
Ejaaz: So if you are out there and you listen to this and you think you can help us,
21:56
Ejaaz: or if you know of anyone that might be able to help us, please reach out on
22:00
Ejaaz: our emails or via X. We'd love to hear from you.
22:03
Josh: Yeah feel free to reach out to us on x we'll leave an email linked in the description
22:07
Josh: that you can find leave a comment we can reach out to you whatever it may be
22:10
Josh: um but we are very much in the market and very much appreciate your support
22:12
Josh: if you have made it all the way through to the end of this video congratulations
22:16
Josh: you are now fully caught up thank you uh one last update i just want to shout
22:19
Josh: out the valor atomics guys real quick isaiah taylor he was on the show he was
22:22
Josh: an early guest the show very bullish on them just earlier today or yesterday
22:26
Josh: they actually got their nuclear reactor up and running for 24 hours straight and it works
22:30
Josh: the damn thing works so Congratulations to them. That's crazy.
22:33
Josh: We were early on this guy. If you were an early day one Limitless supporter,
22:36
Josh: you knew all about this company over a year ago, probably. And now they're at
22:40
Josh: the frontier of energy creation. So it's very exciting. It's cool to hear.
22:43
Josh: Thank you all so much for watching. As always, if you enjoyed,
22:46
Josh: share it with your friends, give us a five-star rating, all the good things.
22:49
Josh: And we'll see you guys next week. Thank you so much. See you guys.
22:51
Ejaaz: Bye.