Latest / In the Loop AI / THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers

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THIS WEEK IN AI: GPT Astra, OpenAI vs Cursor, The Truth About Data Centers · In the Loop AI

0:00
Ejaaz: OpenAI Astra, also known as GPT-6, is on the verge of being released.
0:05
Ejaaz: We've seen a bunch of updates from the OpenAI side. If you're listening to this
0:08
Ejaaz: episode right now, you may have access to this.
0:11
Ejaaz: This is OpenAI's most powerful model yet, and it's rumored to be more powerful
0:15
Ejaaz: than Mythos 5.1, which was also released from Anthropic alongside Fable 5.1,
0:21
Ejaaz: two new models from Anthropic.
0:24
Ejaaz: This wasn't the only model releases this week. We had a new one from Meta.
0:27
Ejaaz: We had a new one from Google, as well as a brand new world model,
0:30
Ejaaz: which changes our perspective on how we create simulated realities.
0:34
Ejaaz: But in other news, the ghoul is back on this show.
0:38
Ejaaz: OpenAI's rumored hardware device may have been peaked at again.
0:43
Ejaaz: We have Parma Lucky this time, rocking these really weird new futuristic earbuds,
0:49
Ejaaz: as well as a metal puck. We're going to get into all of that and more on today's roundup.
0:54
Josh: This is the round. This is my favorite episode of the week. I'm so excited.
0:56
Josh: We have so much to talk about today. So buckle up, get comfortable.
0:59
Josh: The first topic is Astra.
1:01
Josh: Now at the time of recording, it is not out, although it is rumored and it is
1:04
Josh: likely to be coming out any moment.
1:05
Josh: So normally upon conclusion is normally when they decide to publish it.
1:08
Josh: Once we hit stop on this recording, they will publish the model. So get ready for that.
1:11
Josh: It is basically, it's going to be the new best model in the world.
1:13
Josh: It's going to be incredibly powerful, incredibly intelligent, possibly efficient.
1:18
Josh: We don't know. There's a lot to learn as this model comes out basically this
1:21
Josh: model's been ready for quite some time we don't know exactly how long but open
1:24
Josh: ai themselves have been teasing it
1:26
Josh: for at least a couple of months now we know it hit roadblocks it hit problems
1:30
Josh: with the government approvals then it hit problems with their own internal
1:33
Josh: Breakouts per se like we've mentioned about the exploits that have happened
1:37
Josh: with hugging face maybe three separate episodes but you should go check out
1:40
Josh: our most recent moments earlier this week it's finally time to see what they've
1:43
Josh: been cooking so this is probably possibly going to be GPT-6.
1:47
Josh: It seems like it is strong enough to be GPT-6 level. What I suspect and what
1:50
Josh: I hope is that we may also get a image generation model as well in addition
1:55
Josh: to Astra. So this is going to be a fun weekend for anyone who is excited about
1:59
Josh: using these new tools to see what this thing is capable of.
2:01
Josh: There is a news headline that I think is important to highlight specifically
2:05
Josh: around how they trained this model and it appears as if there's a new breakthrough
2:10
Josh: that happened. It's called recurring depth or like a looped transformer architecture.
2:14
Josh: And the TLDR is instead of every token kind of moving
2:17
Josh: once throughout this like fixed stack of transformer layers portions of that
2:21
Josh: network can be run repeatedly and basically what this means is that
2:24
Josh: you get more computational depth without proportionally increasing the number
2:28
Josh: of unique parameters we hear about parameter count all the time
2:30
Josh: that's not the reason why these models necessarily need to get better they have
2:34
Josh: figured out a new way of doing it the problem with this
2:36
Josh: is you see less of the reasoning traces you see less of the chain of thought
2:39
Josh: and people are concerned because i mean we just saw with hugging face what happens
2:43
Josh: when you don't monitor these models closely and it seems as if this is
2:46
Josh: kind of taking a little cheat code to getting to a better place faster with
2:49
Josh: a little less safety so i don't know exciting model on the way
2:53
Ejaaz: Yeah i mean the scariest part about this is open ai is releasing gpt6 uh
2:59
Ejaaz: which is by the way the same model which broke out of containment
3:03
Ejaaz: got access to open air's own internal research clusters and got admin access
3:07
Ejaaz: to like all their research tools which is just kind of crazy this is stuff which
3:11
Ejaaz: is typically like locked behind a vault and no one gets access to it.
3:14
Ejaaz: Very few people in the company have access to that thing. And an internal model was able to do this.
3:18
Ejaaz: Second scary thing is this model is already about three to four months old.
3:22
Ejaaz: So you can imagine like the current model that they have internally right now
3:25
Ejaaz: is way, way more powerful.
3:26
Ejaaz: And then we have this news that they're training it in a particular way that
3:30
Ejaaz: makes it less readable. In other words, we can't kind of like discuss or figure
3:35
Ejaaz: out the kind of thoughts that this model is having. The reason why that's important
3:39
Ejaaz: to your earlier point, Josh, is.
3:41
Ejaaz: The hugging face incident was only discovered because researchers were able
3:46
Ejaaz: to look at the internal thoughts of the internal model that they were training.
3:49
Ejaaz: And they were like, oh, wait, this thing is completely misaligned.
3:53
Ejaaz: So if they're kind of like leaning into this technique, which is known as loop
3:56
Ejaaz: transformers, and they can't read the internal thoughts of the model,
4:00
Ejaaz: you can kind of reason to argue that this model can kind of like hide some of
4:04
Ejaaz: its misaligned behavior. So that is a little bit concerning.
4:08
Ejaaz: Now, when it comes to our favorite rivalry in the entire world.
4:12
Ejaaz: OpenAI, unfortunately, is ending their partnership with Cursor.
4:16
Ejaaz: Now, Cursor, if you've been listening to the show for a while,
4:19
Ejaaz: was originally kind of like a neutral platform, which will essentially be a
4:22
Ejaaz: wrapper around different kinds of models.
4:24
Ejaaz: And their kind of like product was essentially this harness.
4:28
Ejaaz: So it would take your prompt and it would route it to the right model at the
4:31
Ejaaz: right time. It would save you a bunch of money. It would be incredibly efficient.
4:34
Ejaaz: And arguably, it would give you better answers.
4:36
Ejaaz: Now, that company was acquired for $60 billion by none other than Elon Musk in SpaceX AI himself.
4:44
Ejaaz: Now, Sam and Elon haven't really got along. They have a very rivaled history
4:47
Ejaaz: stemming all the way back to the creation of OpenAI where Elon Musk was involved
4:51
Ejaaz: and then he had to like separate and he spun up XAI and it was a whole thing.
4:55
Ejaaz: And now Sam Altman has completely severed ties. He said, okay,
4:58
Ejaaz: Elon, if you own this entire thing, I'm not giving you access to my frontier
5:01
Ejaaz: model, which you can kind of potentially steal. I'm gonna take that away from you.
5:05
Ejaaz: And that resulted in arguably the best tweet of the year. i don't know if you
5:09
Ejaaz: saw this josh but it came from michael trull who's like the 24 year old founder
5:14
Ejaaz: and ceo of cursor who goes.
5:15
Ejaaz: Listen, we're starting to see that OpenAI put out a note saying they plan to block Cursor.
5:20
Ejaaz: By the way, OpenAI models serve about 5% of Cursor user traffic,
5:24
Ejaaz: which is just the biggest dunk.
5:27
Ejaaz: But he says, we're speaking to the OpenAI team to resolve this.
5:30
Ejaaz: And I just found this whole thing completely hilarious. And I think like Elon
5:34
Ejaaz: called him an asshole in the midst of all of this. It was just a crazy thing.
5:38
Josh: That sounds about right. I mean, questionable activities from Sam to want to
5:42
Josh: pick another fight with Elon and co
5:44
Josh: particularly when cursor and spacex are the ones providing
5:47
Josh: a tremendous amount of compute for their competitors as well as just pushing
5:51
Josh: along the frontier it seems like why why would you want to make enemies with
5:54
Josh: the greatest entrepreneur of our time like that seems like a mishap but on the
5:58
Josh: other half of the coin sam is saying interesting things he's kind of like
6:02
Josh: more based sam has been coming out to play this week we got him kind of shutting down open ai
6:07
Josh: and spacex's relationship but we also got him on a podcast addressing the water
6:12
Josh: issue and addressing the a lot of the data center problems that people have
6:16
Josh: been concerned about and just confronting them head on he had this amazing quote
6:19
Josh: and this amazing clip that i loved
6:20
Josh: which said for every 38 000 chat gpt queries
6:24
Josh: that is the same amount of water that is used in the production of a single
6:27
Josh: almond in california and i'm not like that great at doing math in my head but
6:32
Josh: um 38 000 times like a handful of almonds equals probably more
6:36
Josh: tokens that we've consumed in our entire life so by you eating a handful of
6:39
Josh: almonds you have essentially consumed a lifetime of prompts and i found that
6:42
Josh: to be interesting too he mentions where he thinks it came from there does seem
6:46
Josh: to be this kind of like paid organized psyop coming from china particularly on the tiktok platform
6:51
Josh: that is convincing people of these mistruths
6:54
Josh: um but i like that he's out here addressing it i like that he is discussing
6:57
Josh: in public and now that we have clips like this we can share it around the internet
7:01
Josh: with viewers like you to let everyone know like hey, it's not actually ending the world.
7:05
Ejaaz: Yeah, it was a great podcast episode. I recommend you go listen to it.
7:08
Ejaaz: It was produced by, I believe, Alex Heath, who is kind of like an insider and
7:12
Ejaaz: he discusses a lot of these things. Definitely go check it out.
7:15
Ejaaz: My comment on the water thing is, if you're listening to this and you still
7:18
Ejaaz: believe that data centers, AI data centers specifically, consume a lot of water,
7:24
Ejaaz: that is factually incorrect. And a lot of the claims that have been made in
7:28
Ejaaz: the past is completely baseless.
7:30
Ejaaz: Water is typically reused a lot in AI data centers, and that's been the case
7:34
Ejaaz: for a while now. So definitely go check out that episode.
7:37
Ejaaz: But shifting gears slightly, there have been so many model releases this week
7:41
Ejaaz: that it's honestly become quite overwhelming.
7:44
Ejaaz: And the first one, or rather one of them, comes from none other than,
7:47
Ejaaz: you know, I have a mixed relationship with Mr. Zuckerberg over here. I've been a hater.
7:53
Ejaaz: I've now been a lover for a while now. And Meta released, surprisingly, another model.
7:59
Ejaaz: This is their fourth release in five to six weeks, I believe,
8:03
Ejaaz: which is unprecedented for Meta on its own. It's MuseSpark 1.3,
8:08
Ejaaz: and it's a specialized reasoning, agentic coding model. So what does that mean?
8:13
Ejaaz: It means that it's much better at coding than its previous model.
8:16
Ejaaz: And its previous model, which was released, I believe, two and a half weeks
8:19
Ejaaz: ago, was also pretty decent as well.
8:21
Ejaaz: But the main standout feature for Meta and this particular model is,
8:25
Ejaaz: once again, it is the cheapest model around to get 90% of your tasks done. And I can prove it.
8:31
Ejaaz: I have a demo here shared by Alexander Wang, who is one of the leads here.
8:36
Ejaaz: Where they basically or someone recreated Minecraft and it cost them 10 cents
8:42
Ejaaz: to do. So if you're wondering, you know, why is this part of Meta's strategy?
8:45
Ejaaz: Well, Mark Zuckerberg's looking at the competition and he's thinking,
8:48
Ejaaz: well, I can catch up to frontier intelligence, but it's going to take me a while.
8:51
Ejaaz: In the meantime, I'm going to provide the cheapest intelligence possible so
8:55
Ejaaz: that enterprises have to second guess whether they should go with the anthropic
8:58
Ejaaz: model or with the open area model when they could just use some of Meta's models
9:02
Ejaaz: to do the majority of their work and then maybe use that,
9:06
Ejaaz: in partnership with some of these other smarter models.
9:08
Ejaaz: And that's what Meta's strategy has been for a while now. And it's so impressive
9:11
Ejaaz: to see the kind of cadence that they have.
9:13
Ejaaz: But it would be bequeath me to say that I can't mention Meta's model without
9:18
Ejaaz: Google's model because they're kind of now weirdly playing the same game.
9:22
Ejaaz: Google also released a new model called Gemini 3.8 Flash.
9:25
Ejaaz: And I have to say the weirdest part about this is Meta's model is better.
9:28
Ejaaz: So Meta has finally crushed Google and it's just so bizarre off to me.
9:32
Josh: I could probably tell you the change log between these models without actually
9:36
Josh: even reading a single thing on the card.
9:37
Josh: It's slightly more efficient, slightly cheaper, slightly smarter.
9:40
Josh: It feels like this is like iOS version updates where it's just getting slightly
9:44
Josh: better across the board and nothing really exciting is happening.
9:47
Josh: It's like, okay, we're giving you cheap tokens. It's kind of like lower on the
9:50
Josh: Pareto Frontier in terms of like our cost competition.
9:53
Josh: It's not much smarter. It seems fine. I'm like, okay, this is like cool.
9:56
Josh: Am I going to go and try it? Like probably not. There's other more interesting
9:59
Josh: models to try, but it's nice to see.
10:01
Josh: I do find it interesting when we talk about we're going to talk about the frontier
10:04
Josh: model that was released this week but there's been this race on kind of like
10:07
Josh: the cost basis and then the race on the intelligence basis and gemini and meta
10:11
Josh: right now are kind of going head to head on that cost basis and i think it'll be interesting to see
10:15
Josh: where they go but those are the two smaller models we had a really cool thing this
10:20
Ejaaz: This next one um this is my favorite yes.
10:24
Josh: Gaussian splats yes need I say anymore
10:27
Ejaaz: We were the OGs.
10:29
Josh: I'm a huge splat guy man like
10:33
Ejaaz: Tell Josh is a big splat guy guys dude I.
10:36
Josh: Freaking love splats so I can't even like describe to you what it is you just
10:40
Josh: just watch this video basically what this technology it's like unbelievable
10:44
Josh: so it's able to take still images or some sort of a video image
10:48
Josh: and then generate an entire world around it for you to navigate.
10:52
Josh: So let's say you have an image of a place that you've traveled to that you really
10:56
Josh: love and you want to relive what that looks like, or you'd like to generate
10:58
Josh: an extension of it and go and live inside of it.
11:00
Josh: It is able to do that. So what we're seeing here is a standard input image on
11:04
Josh: the screen where it is a photo of a church and you can draw the line of a camera
11:09
Josh: that goes through and navigates the 3D space and it will actually generate all
11:13
Josh: of what it expects it to look like for this video model.
11:16
Josh: And it's like unbelievable world builder. It's been a while since we've talked
11:19
Josh: about world building in general
11:21
Josh: because we haven't really gotten one of the new gemma models from google in
11:24
Josh: a while but this seems to take what google is working on and kind of flip it
11:27
Josh: on its head in a way that is unbelievably impressive it requires one still image
11:31
Josh: and you could see in the video here
11:33
Josh: it will just generate an entire room from a still image and let you walk around
11:37
Josh: and actually navigate it so in terms of data training i mean what what are world
11:41
Josh: models good for training robots they're good for entertainment they're good
11:44
Josh: for gaming this is definitely right
11:47
Josh: on the frontier of what's possible here and of course naturally it's by fei
11:50
Josh: fei lee the godmother of ai and i found this release to be so exciting of all
11:57
Josh: the tools that came out this week this is the one i want to spend the most amount of time with because
12:01
Josh: man how much fun is it to create these 3d virtual environments like
12:04
Josh: Like nothing it's so easy now and it's so impressive
12:07
Ejaaz: So for those of you who have been following kind of like the world model advancements,
12:12
Ejaaz: Fei-Fei Li, as you mentioned, is an OG here.
12:14
Ejaaz: Fun fact, she used to teach Andre Carpathy, the Andre Carpathy,
12:18
Ejaaz: back when he was just a young student trying to learn about all this kind of AI stuff.
12:22
Ejaaz: So Fei-Fei Li's been around for a while, and she recently started her own company
12:26
Ejaaz: called World Labs, which is focused, as the name suggests, on world models.
12:30
Ejaaz: Now, the difference between a world model and an LLM, a world model is an AI
12:34
Ejaaz: model that really has a good understanding and spatial awareness of the actual world.
12:38
Ejaaz: LLMs are like kind of like a student in a library. It reads all the books.
12:41
Ejaaz: It understands the theory of how the world works. World models actually go out
12:44
Ejaaz: into the world and understand how the physics of the world works.
12:48
Ejaaz: If I drop this drink that I'm showing you on my screen right now,
12:50
Ejaaz: what happens, how it splatters the physics behind all of it.
12:53
Ejaaz: Now, the advancement that we're seeing with this particular model,
12:56
Ejaaz: and I wanted to show just this clip.
12:58
Josh: The demos are crazy too. I've been watching demos. They're sick.
13:02
Ejaaz: So this is someone, if you're not, if you're listening to this and you're not
13:04
Ejaaz: watching your screen, I advise you do this is someone spilling a drink.
13:07
Ejaaz: And by the way, this is just one video shot from one angle.
13:10
Ejaaz: And so this person has been able to navigate and go around him in every single
13:15
Ejaaz: shape and form, including capturing his face, his beard trimmings,
13:19
Ejaaz: the angle of the lighting on the strawberries, the coloring, everything.
13:24
Ejaaz: This looks like a video that was shot by someone walking around.
13:26
Ejaaz: But really, it's just kind of like, from one plane of view, someone just shot
13:30
Ejaaz: one video. And now you're able to go round and round around,
13:32
Ejaaz: you're able to stop it, you're able to edit it, you're able to zoom in.
13:35
Ejaaz: There's so many different ways that you can kind of play around with this tool.
13:37
Ejaaz: This could have effects in VFX, Hollywood, which, by the way,
13:41
Ejaaz: typically takes tens of millions of dollars to recreate this and hours and months of work.
13:45
Ejaaz: It's so crazy. Reduced to like kind of like a couple of dollars and like a couple
13:49
Ejaaz: of seconds. It's just insane.
13:52
Ejaaz: What's the comparison to this model? Well, it's from Google.
13:55
Ejaaz: Google, I believe it was Genie 3 that they released a while ago.
13:58
Ejaaz: It was their world model.
13:59
Ejaaz: It was okay, but it kind of looked like the Unreal game engine.
14:03
Ejaaz: It kind of looked animated.
14:04
Ejaaz: The main difference here is you can take a picture of the real world,
14:07
Ejaaz: like a human being, and you can
14:09
Ejaaz: turn it into a simulated reality with a 3D point for every single pixel.
14:14
Ejaaz: And so imagine this applied to like sports. Imagine this applied to like movies
14:19
Ejaaz: this could like change the way we interact with media and it's just such a cool development.
14:23
Josh: It's also just cool there's another demo we have with basketball like this dude
14:26
Josh: was just taking he you could see there's like a couple cameras there's three
14:30
Josh: different cameras basically and from the three camera angles it's able to rebuild
14:33
Josh: the entire three-dimensional
14:36
Josh: structure of this and guess the things that it can't see so you'll notice the
14:38
Josh: cameras are all facing the basketball hoop it still is able to generate what's
14:42
Josh: behind the basketball hoop because
14:43
Josh: it's smart enough to understand and interpret what it should look like
14:46
Josh: and then generate that so all it takes is a few camera angles and i love the
14:50
Josh: description where it just says like this is kind of indistinguishable from black
14:52
Josh: magic and we're seeing another one where if you have
14:55
Josh: Just if you have a single camera angle, it works pretty well,
14:58
Josh: but it is less accurate in the sense that it is less truthful of what reality looks like.
15:02
Josh: If you have a couple cameras, it will just take whatever you give it and stitch
15:05
Josh: it together and turn into this unbelievable world.
15:07
Josh: It is so, so impressive. So I think of all the releases this week,
15:10
Josh: this one's my favorite. This is what I want everyone to try.
15:13
Josh: This is what I'm most excited to try. I want to go out and record some videos,
15:16
Josh: like just post up a couple iPhones and see what type of crazy stuff I can get.
15:19
Josh: Maybe we'll share the results next week on the show.
15:21
Ejaaz: How the tables have turned though, Josh. We typically always used to talk about
15:26
Ejaaz: like the new anthropic models like released like the first thing on the docket um
15:30
Ejaaz: but claude or rather anthropic released not one
15:34
Ejaaz: but two new models this week um claude fable 5.1 and claude mythos 5.1 um this
15:40
Ejaaz: is an iterative upgrade to my understanding i've been playing around with these
15:43
Ejaaz: models i've only got access to fable 5.1 which is the one with the safeguards on it
15:47
Ejaaz: and i understand that there's a bunch of different changes here so number one
15:50
Ejaaz: it is much better bang for buck.
15:52
Ejaaz: So you can get the same amount of intelligence or increased intelligence for a fraction of the cost.
15:57
Ejaaz: They're doing this thing called caching or the cutting down on sort of like
16:01
Ejaaz: the caching mechanism that the model uses, which means that you could get up
16:04
Ejaaz: to 75% lower costs on your prompting, especially over long agentic workloads.
16:09
Ejaaz: So the longer your task is, typically this model is very good and much, much cheaper.
16:14
Ejaaz: The second thing is it's really compelling when it comes to video generation,
16:19
Ejaaz: which is crazy for me to say, given that what you're seeing on the screen right
16:23
Ejaaz: now, which is a demo from Fable 5.1, is completely generated from code.
16:27
Ejaaz: This didn't take any kind of input images. This was just generated from code
16:31
Ejaaz: from scratch. And it is just crazy to see the navigation around it.
16:34
Ejaaz: It's almost like I'm looking at that world model that we just literally like
16:37
Ejaaz: kind of like went through. So it's cheaper, it's more efficient.
16:40
Ejaaz: And then the other thing I'll say about this is the safeguards.
16:43
Ejaaz: One thing that was really annoying for me for Fable 5, at least personally,
16:46
Ejaaz: when I was experiencing it is it just spoke too much and it didn't kind of answer
16:50
Ejaaz: the questions that I gave it.
16:52
Ejaaz: This model has been a significant leap. It now answers my questions.
16:55
Ejaaz: It stops saying too many words and it's overall a much more pleasant experience to have.
17:00
Josh: Yeah, it's amazing. This demo in particular is very cool.
17:03
Josh: The person who wrote it says, for this one, I gave it a picture of a property
17:06
Josh: lot and it designed a house for the lot, rendered it and then produced a cinematic walkthrough.
17:10
Josh: And it's important to note also that Fable didn't actually generate the images,
17:14
Josh: but Fable worked with Blender, which is a 3D rendering software.
17:17
Josh: It was headless and it worked together and it conducted it and orchestrated
17:20
Josh: it to build this 3D virtual space.
17:23
Josh: And I think that's one of the more powerful things is because the model,
17:25
Josh: it doesn't have an image model and yet it's able to create these unbelievable
17:29
Josh: visual results. The second one being, we have another example here of a one-shot
17:32
Josh: prompt for a Mario Kart game.
17:35
Josh: And Mable 5.1 turned a singular prompt into a fully working Mario Kart game.
17:41
Josh: And I found this to be really impressive too. It's like, okay,
17:44
Josh: well, it doesn't have an image generation model, but this is looking pretty
17:48
Josh: strong to me. In fact, if you gave me this game like a couple of years ago on
17:51
Josh: my handheld device, this looks as good as Frontier in terms of like a Nintendo game.
17:55
Josh: So I think the capabilities of these models and the intelligence to be able
17:59
Josh: to interact with other tools that exist and harness them and orchestrate them
18:03
Josh: to get the results that you're looking for is a really impressive capability.
18:06
Josh: Great model, great new model. This is like the new frontier.
18:09
Josh: We'll see what Astra has to like come back with. I'm very excited.
18:13
Josh: It seems as if Astra might leapfrog this to some extent, but for now,
18:15
Josh: best model, really impressive, really enjoying using it.
18:18
Ejaaz: Okay, so just to give the run of the mill of everything that we've just covered,
18:21
Ejaaz: just to catch you up on the roundup itself, we have OpenAI Astra coming out.
18:26
Ejaaz: You might likely have access to it right now. You've got Google that released
18:29
Ejaaz: Gemini 3.8 Flash, super cheap, super effective, but it's competing with Meta's
18:34
Ejaaz: new model, which is Muse Spark 1.3.
18:37
Ejaaz: You've got Actropic releasing two models, Fable 5.1 and Mythos 5.1.
18:41
Ejaaz: And then you've got a few Chinese open source models as well,
18:44
Ejaaz: as well as this new World Labs world model.
18:46
Ejaaz: So the point that I want to make here is we have moved very far away from
18:51
Ejaaz: one model per couple of months and it's like a major capability leaf when now
18:56
Ejaaz: having this kind of iterative software upgrades and that's kind of like the
19:00
Ejaaz: new world that we live in and it's net-net so amazing for you, the listener or the,
19:05
Ejaaz: user for these different things because it means that you can constantly kind
19:08
Ejaaz: of upgrade and test different kinds of views and you're not beholden to one
19:12
Ejaaz: particular AI lab provider which I think is just an amazing world to be in.
19:16
Ejaaz: So moving on josh you sent me this before we started the show right before.
19:20
Josh: I gotta have a headache just thinking about it trying to be insane
19:23
Ejaaz: Why am i looking at alexander's gals guard again and why am i looking at this
19:27
Ejaaz: damn stainless steel earbuds and.
19:29
Josh: If you've been listening to the show for a while you know the lore here this
19:32
Josh: is a really important topic that has been at the core of
19:35
Josh: my like the the bane of my existence essentially because what we saw here just
19:39
Josh: quick tldr this video was released as a leaked super bowl commercial came out
19:43
Josh: during the super bowl was leaked on reddit was deleted shortly afterwards and
19:46
Josh: it shows a rumored device
19:49
Josh: no one knows what it was but at the conclusion of it it showed the open ai logo
19:53
Josh: and it said dime and this is a famous actor and this is a really beautiful looking
19:56
Josh: device say his name josh say his name alexander scans
20:02
Josh: i've no i can never get this freaking name right i have no idea
20:05
Ejaaz: I'm sorry it's almost been a year. I'm not exaggerating. And I've told Josh,
20:11
Ejaaz: it's Skarsgård. And the guy goes, Skarsgård. Well, you say it with an accent,
20:15
Ejaaz: too. It messes up in my head. Anyway, so this actor.
20:18
Josh: This famous dude, who's apparently in succession, was like, doing this thing.
20:22
Josh: And that was it and we were convinced this was the open ai device until open
20:25
Josh: i came out and said no that's not actually the device at all we don't know what that is
20:28
Josh: fast forward a couple months later joe gebbia co-founder of airbnb he's currently
20:32
Josh: leading design for the united states government as a whole like just really
20:36
Josh: awesome legendary job he's spotted in a cafe
20:39
Josh: and it's like the seemingly staged post that shows him just casually at a cafe
20:43
Josh: but what do you know the earbuds and the puck are inside of the frame as well
20:48
Josh: and he's using the device that we saw in that deleted video.
20:51
Josh: Okay, what is this thing? Third data point just happened yesterday.
20:54
Josh: Palmer Luckey, founder of Anduril, founder of Oculus, the 3D guy,
20:59
Josh: the virtual reality guy.
21:00
Josh: Yeah, he's posting a photo from a flower shop that he allegedly shops at all the time.
21:06
Josh: Casual flower shop shouting him out, oh, what is that on his ears?
21:08
Josh: The same device, the same buck in his hand.
21:10
Josh: And if you go to the name of the flower shop account, if you scroll up just
21:13
Josh: a little bit, it's Sweet Pea Flowers.
21:16
Josh: And Sweet Pea is the codename for the OpenAI device.
21:20
Josh: So there's like a lot, a lot of people are messing around here. I don't know what it is.
21:25
Josh: I mean, OpenAI has openly confirmed that it is not them, but I don't know if
21:28
Josh: I believe it. Like I'm just, at this point, whose device is this?
21:31
Josh: This is clearly a device.
21:33
Josh: We have Palmer Luckey, we have the actor guy, we have Joe Gebbia,
21:36
Josh: and they're all using the same device. And I have no idea what it is,
21:38
Josh: but it looks like this new AI first device and it's everything that was rumored
21:42
Josh: OpenAI2D. So that's the update on this story.
21:45
Josh: I don't know what it is. It's driving me crazy. If anyone wants to join the
21:48
Josh: mystery, please share a comment below. I am desperate to know what this mystery thing is.
21:52
Ejaaz: We do not make outreaches to insiders, but if there was ever a thing or moment
21:58
Ejaaz: to do it for, this is the thing.
22:00
Ejaaz: If you are someone listening to this show, if you're one of the 50 to 100,000
22:05
Ejaaz: people that listen to each episode nowadays, which is a lot of you,
22:08
Ejaaz: and you know something about this, please reach out to us. DM us on X.
22:12
Ejaaz: Just to satiate our curiosity, like we won't even mention it on the episode
22:15
Ejaaz: if you don't want us to, but like what on earth is going on here?
22:18
Ejaaz: I'm sufficiently confused.
22:19
Ejaaz: So we have Joe Gebbia, Airbnb, very respectable design guy, works for the US
22:23
Ejaaz: government doing this thing. We then have Alexander Skarsgård,
22:27
Ejaaz: Hollywood actor. What is this man doing with this thing? And now we have the
22:32
Ejaaz: American forlord, Paul Mulaki, also using the thing.
22:36
Josh: With no shoes on, I might add.
22:38
Ejaaz: With no shoes on, very, very rustic, very rural.
22:41
Ejaaz: I'm loving it. Honestly, it could be an aesthetic Instagram post from about
22:45
Ejaaz: a year ago if we were really getting into it. But let me comment on the device. I have some thoughts.
22:50
Ejaaz: Number one, those earbuds, they are much larger than I thought,
22:54
Ejaaz: unless Palmolaki has incredibly small ears.
22:57
Ejaaz: I do not know, but those earbuds look kind of constrictive around his ears.
23:01
Ejaaz: And the second thing I'll say is the phone he's holding is a pretty sizable
23:05
Ejaaz: phone. It's a big phone. It's arguably bigger than the iPhone Pro Max or whatever
23:09
Ejaaz: the hell is the latest phone.
23:11
Ejaaz: And that puck is massive. So yes, that could fit in your pocket,
23:14
Ejaaz: but it seems kind of heavy and kind of clunky.
23:17
Ejaaz: And I'm wondering like if I'm carrying my phone similar in the way that he's
23:20
Ejaaz: doing it, is that comfy? Is that cool?
23:22
Ejaaz: But I'm going to make a call right now, Josh. I think this is an open AI device.
23:28
Ejaaz: And I think open AI had to deny it for legal reasons before they kind of like,
23:32
Ejaaz: I don't know, whether it's an IPO thing or whether it was kind of like,
23:36
Ejaaz: too far away from their actual launch but i think this is an open area device
23:39
Ejaaz: and they're just teasing us
23:41
Ejaaz: all the way until an excruciating launch about three months from now in the
23:45
Ejaaz: actually you know six months from now in the early quarter of 2027 i think is
23:50
Ejaaz: when it's meant to come out.
23:51
Josh: I don't know hopefully soon i have no idea what it is if you know if anyone
23:54
Josh: has any conclusions please let us know i'm desperate to understand more there's
23:57
Josh: also another thing on the docket here glm 5.3 it says uh released someone released
24:02
Josh: a rogue version of What does that mean to be a rogue version?
24:05
Ejaaz: Yes. Okay. So you'll see this word here where it says, today we are releasing obliterated model V2.
24:14
Ejaaz: And what they're talking about here is they took the number one.
24:19
Ejaaz: I still think it's number one, Chinese open source model, GLM 5.3,
24:22
Ejaaz: from none other than cheapu, Josh's favorite word, cheapu.
24:26
Ejaaz: And it is an extremely capable model. But the one thing that it is very capable
24:30
Ejaaz: at is cybersecurity technology.
24:33
Ejaaz: Attacks, which, you know, isn't the greatest thing, but it's a very capable
24:36
Ejaaz: cybersecurity model. Now, it is held under its own model weights,
24:40
Ejaaz: which was just open-weighted or open-sourced about, I think, two weeks ago.
24:45
Ejaaz: And in those two weeks, this company, this rogue random team,
24:49
Ejaaz: has decided to stress test this model and remove all the safeguards that this
24:53
Ejaaz: model has. So, typically, if you get access to GLM 5.3, it has safeguards on,
24:57
Ejaaz: it won't do the bad thing.
24:59
Ejaaz: This team kind of took that open weights model, tweaked the model weights,
25:02
Ejaaz: and fine-tuned it to create a version of it that basically has no safeguards.
25:06
Ejaaz: Now, of course, that's the kind of side effect of open source.
25:09
Ejaaz: You are able to kind of experiment with these things. And the intention that
25:12
Ejaaz: this company says is you can use it to help defend your own company and your
25:17
Ejaaz: own software, which is, you know, an admirable goal. But I can imagine that
25:21
Ejaaz: some people might use this for other nefarious purposes.
25:24
Ejaaz: But the second thing I'll say is, this is accessible via API.
25:28
Ejaaz: Now, typically, with open source models, like you could take it and make it
25:32
Ejaaz: dangerous, but you would have to download and run it yourself.
25:35
Ejaaz: And GLM 5.3 models, this incredibly capable cybersecurity threat,
25:39
Ejaaz: is quite large. You would need to spend hundreds of thousands of dollars to be able to do that.
25:43
Ejaaz: No more. With this company, you can get access to it via API and wreak havoc.
25:46
Ejaaz: It's pretty insane to see.
25:48
Josh: And next up we have a narrative violation this does not fall in line with the
25:52
Josh: public sentiment talk to
25:53
Ejaaz: Me about the new.
25:54
Josh: School turns out turns out data centers aren't actually ruining the world who
25:59
Josh: would have thought we talked about water first then the almonds are way worse
26:02
Josh: hate the almond suppliers don't hate the ai people second
26:06
Josh: You want to remove property taxes? Get a data center in town.
26:10
Josh: Columbia County, Georgia.
26:12
Josh: It's nearing a deal with Google that will nearly double its $25 million property
26:15
Josh: tax revenues to $40 million, allowing the county to end its residential property
26:20
Josh: tax thanks to massive data centers.
26:22
Josh: Also, another fun side quest item that I came across this week.
26:26
Josh: You know the most wealthy country or the most wealthy county in the country
26:31
Josh: is actually the same county, which in Virginia, that has the most amount of
26:35
Josh: data centers per capita.
26:36
Josh: In it uh turns out like data centers actually make a ton of money
26:40
Josh: and all of the money that we talk about being spent on this goes through data
26:44
Josh: centers those data centers have to pay a lot of money and they have to incentivize
26:47
Josh: the people to want to have them there
26:49
Josh: and this is another example of like hey you have a data center town it's kind
26:53
Josh: of quiet but it provides a lot of jobs and it provides a lot of subsidies and
26:57
Josh: you don't pay property tax
26:58
Josh: and you're responsible for generating the tokens that will hopefully make the
27:01
Josh: world a much better place so this was a fun feel-good story i was like oh all
27:04
Josh: right nice another data point
27:05
Josh: where the data centers aren't quite ending the world. Pretty cool.
27:08
Ejaaz: Those are blue collar jobs, by the way. Like I think the whole narrative around
27:11
Ejaaz: like AI taking away jobs, they're actually one, not taking away software engineering
27:15
Ejaaz: jobs, they're adding more. And two, they're adding even more blue collar jobs,
27:18
Ejaaz: which is actually really beneficial for the states that these data centers are being set up.
27:22
Ejaaz: And then the other thing I'll say is like, listen, this is great for Georgia
27:26
Ejaaz: getting, you know, whatever, $25 million worth of property tax revenues and
27:29
Ejaaz: like, you know, great for the residents over there. But it's happening in every single state.
27:33
Ejaaz: And if it's not coming in the form of property tax reimbursement.
27:37
Ejaaz: It's coming in the form of new schools, new hospitals, brand new equipment that
27:41
Ejaaz: makes your lives better.
27:42
Ejaaz: So I don't want to sound like a propagandist as I'm listening to myself right
27:46
Ejaaz: now, but like data centers aren't all bad. They aren't all great either.
27:50
Ejaaz: And I'm addressing that they are issues that need to be solved, but
27:53
Ejaaz: The hatred is kind of like overwhelming right now and it's unjustified.
27:57
Josh: You know what issue needs to be solved? Like getting more energy in these freaking data centers.
28:00
Ejaaz: That's the problem. Slant PowerShell, LPS. Let's figure out,
28:03
Ejaaz: like let's upgrade our transformer system. My God.
28:06
Ejaaz: Anyway, moving away from power and transformers, can we talk about electrics
28:10
Ejaaz: for a bit? Because there is an update.
28:12
Josh: There's an update from RoboTaxi.
28:14
Ejaaz: I know, there's too many. Listen, I am a simple man. I look on my screen. I see two things.
28:21
Ejaaz: Really cheap prices, which is going to cost me kind of like a fraction of an
28:25
Ejaaz: Uber cost, which is amazing.
28:26
Ejaaz: And then number two, Terry's Black's, Terry Black's Barbecue.
28:29
Ejaaz: A phenomenal spot. If you're in Austin, Texas, fantastic.
28:32
Ejaaz: Go and visit. Josh, what on earth is going on here, please?
28:35
Josh: So by the time you're watching this, the Cyber Cab will have officially launched
28:40
Josh: in Austin, Texas. They will have had the launch event. They are going to,
28:43
Josh: for the first time ever, distribute the Cyber Cabs across the entire county or city of Austin.
28:47
Josh: This is the first time they're doing this with the Cyber Cab.
28:50
Josh: They've been using robo taxis that are serving as Model Ys.
28:53
Josh: Now we get those little gold things that are rolling around.
28:55
Josh: Luke, who everyone knows who helps out with the show, he lives in Austin and
28:58
Josh: he was describing what they look like in person. He's been seeing these all
29:01
Josh: over town and he described it as these small little cars with the mullet on the back.
29:06
Josh: They look adorable. But the reason why is because the efficiency of these vehicles
29:10
Josh: exceeds that of any other car ever made in history.
29:13
Josh: It is a two-seater. It has a very aerodynamically efficient design.
29:17
Josh: And for the nerds who drive Teslas, you know, generally your tesla drives excuse
29:22
Josh: me at around 250 to 350 kilowatt hours per mile the cyber cab is 150 it's built for
29:29
Josh: Efficiency. It's built for low cost. Therefore, the cost per mile will be lower
29:33
Josh: because the cost of the vehicle will be lower.
29:35
Josh: The cost per mile will be lower. And I find it impossibly challenging for anybody
29:39
Josh: to compete once these cybercabs are rolled out at scale.
29:42
Josh: This is monumental because it's the first time it's rolled out in a city fully autonomously.
29:46
Josh: As soon as the legislation passes to make it more broadly available,
29:49
Josh: they will be able to do so.
29:50
Josh: And this is the beginning of the cybercab takeover. And I think this is a one-way
29:54
Josh: street in which cybercabs start
29:56
Josh: entering more and more and more cities and nobody can compete on cost.
30:00
Josh: This is almost half the price of Uber and you don't have to tip.
30:03
Josh: And the cars are cleaner. They're more futuristic. They're far safer than a
30:07
Josh: human driving. It is a win, win, win, win, win.
30:09
Josh: And this is the beginning of a very long duration kind of tidal wave that I
30:14
Josh: think a lot of the world isn't expecting to come as soon as it will.
30:16
Ejaaz: I wish this was present in New York City and I wish that state regulations would
30:22
Ejaaz: stop banning cool stuff like this. I mean, this is a car that doesn't have a
30:25
Ejaaz: steering wheel, for goodness sake.
30:27
Ejaaz: I would love to jump in that thing and see what this technology can do.
30:30
Ejaaz: And it's well for a fraction of the cost.
30:32
Ejaaz: I'm looking forward to these things kind of becoming way more prevalent in every
30:35
Ejaaz: single state in the US, first at least.
30:38
Ejaaz: But moving on, we have officially, folks,
30:41
Ejaaz: reached peak AI bubble. We now have AI in your toothbrush.
30:47
Ejaaz: James Dyson, founder of none other than Dyson itself, 79 years old,
30:52
Ejaaz: had a keynote where he pitched his brand new product. It wasn't a GPU.
30:56
Ejaaz: It wasn't a new data center. It wasn't even an AI model. It was a toothbrush
31:01
Ejaaz: that has an AI powered camera jet and it only costs $500. But let me tell you why it does.
31:07
Ejaaz: Now, the problem that people are trying to fix here is you brush your teeth,
31:10
Ejaaz: people take around, whatever, 45 seconds, they should take two minutes,
31:13
Ejaaz: but they don't. And then flossing, well, that's not even a thing.
31:15
Ejaaz: Like a second thing to do after brushing your teeth, I'm not going to be doing that.
31:19
Ejaaz: But what if you had a toothbrush with a camera and a jet inside of it that scans,
31:26
Ejaaz: it takes around 500 pictures of your entire mouth whilst you're brushing your
31:29
Ejaaz: teeth, identifies where the plaque is, and then shoots water whilst you're brushing your teeth
31:33
Ejaaz: to clean the plaque away and save you the trips to the dentist for infinite amount of times.
31:40
Ejaaz: I just think this is a crazy, crazy gizmo device. And the more I read about
31:44
Ejaaz: it, the more I want to buy one.
31:46
Josh: I am obsessed with this product. And that is by no means a recommendation to
31:49
Josh: spend $500 on a toothbrush because that is insane.
31:52
Josh: But I haven't seen this level of care and obsession over design since the old
31:56
Josh: school Steve Jobs era. And that's what gets me really excited.
31:59
Josh: There's an eight minute video online of James Dyson talking about this.
32:02
Josh: James Dyson now is 79 years old.
32:04
Josh: He is one of the most incredible designers alive right now. And he describes
32:07
Josh: the kind of vitriol, the tribes and tribulations of what it takes to make the
32:13
Josh: best toothbrush in the world.
32:14
Josh: And he describes the sensors and the vacuum sealed chamber and how difficult
32:19
Josh: it was to accomplish all these amazing things. And it's so overkill.
32:22
Josh: Nobody needs this, but it is such a beautiful device. It is such a thoughtful
32:26
Josh: device. It's really cool to see people who still care about the craft of industrial
32:30
Josh: design, like James Dyson does.
32:32
Josh: It's like whenever this guy stands on stage, I know whatever he's going to announce.
32:35
Josh: He's spent years thinking about it. They've spent
32:37
Josh: hundreds of millions of dollars researching this thing and they are going to
32:40
Josh: produce the best of it in the world and that is what we got with this toothbrush
32:44
Josh: so i mean i'm probably not going to spend 500 on a toothbrush but man it is
32:47
Josh: so beautiful i just want to look at
32:48
Ejaaz: It you and i both know you are going to spend 500 bucks and you also know that
32:52
Ejaaz: i'm also going to spend 500 bucks on it so let's just kind of like put our hands up there i mean.
32:56
Josh: Man if you're thinking of a christmas present for me i'm not going to say no
33:00
Ejaaz: Okay okay i'll heavily consider it that's for sure um moving on last two things.
33:06
Josh: Um tim cook good stuff dude
33:08
Ejaaz: Tim cook the goat uh cp ceo former ceo of uh of apple has stepped down officially
33:16
Ejaaz: uh this is not new news we announced this about a couple months ago whenever
33:19
Ejaaz: the news broke uh but his successor john turnus who is
33:23
Ejaaz: a hardware expert he's been at apple for around 27 years and he's been uh,
33:27
Ejaaz: very uh present in the design and manufacturing of most of Apple's hardware
33:32
Ejaaz: devices, including the iPad, the iWatch, and a number of the phone devices,
33:37
Ejaaz: for the last 18 years at least, has officially taken the helm.
33:41
Ejaaz: And he introduces himself in one single word, hello, which got around 85 million
33:47
Ejaaz: views and impressions on X.
33:48
Josh: Talk to me about this. There's New King in charge. He is coming in hot with
33:52
Josh: the unveiling event next week.
33:53
Josh: Next week, Wednesday, 1 p.m. Eastern Standard Time, is the new
33:57
Josh: Apple hardware event where John turnis will come on stage reveal himself as
34:00
Josh: new ceo and then share the new hardware that is going to be released we're expecting
34:04
Josh: a foldable iphone which i'm very excited about a new 18 pro there's a whole
34:08
Josh: bunch of stuff going on one of the things though that i saw that i was most excited about is
34:12
Josh: iOS 27 has a handoff feature. Because one of the things that I've been deciding
34:16
Josh: in my head, and I don't know about the toothbrush, but one thing I will be getting
34:18
Josh: is both of these iPhones.
34:19
Josh: And how do you decide between a foldable phone with two cameras or a professional
34:23
Josh: phone with three cameras?
34:24
Josh: You don't. You get both. And there is a new feature built into iOS 27 that allows
34:28
Josh: you to seamlessly hand off your phone number between devices so you can dual-wheel
34:32
Josh: devices on a singular plan.
34:34
Josh: That is very exciting to me. Quick shout out to Tim Cook also.
34:37
Josh: Like, oh my God, what an unbelievable run this man had.
34:39
Josh: Just a really decent guy who took an impossible challenge of following off Steve
34:45
Josh: Jobs and did a really remarkable job of stewarding the company over 15 years
34:50
Josh: into what was just the most valuable company on earth.
34:54
Josh: So I'm excited for this new era. I'm grateful for the previous one.
34:57
Josh: And you know, hopefully we'll get some more hardware innovation.
34:58
Josh: We'll get Apple intelligence. We'll get new hardware. We'll get the glasses
35:02
Josh: we've always wanted. I'm excited for this new era of hardware at Apple.
35:05
Ejaaz: So to summarize this week, We have around four to five new models.
35:09
Ejaaz: A lot of them are cheap, but super, super intelligent.
35:12
Ejaaz: We have a brand new world model. We have a new toothbrush, which costs around
35:16
Ejaaz: 500 bucks, which will solve all your dental problems.
35:19
Ejaaz: And Josh is going to buy one, two, three, four, maybe five new devices in the
35:23
Ejaaz: space of between now and the end of the year, which will maybe put him in bankruptcy.
35:27
Ejaaz: We don't know, but he'll be able to switch between different phones.
35:30
Ejaaz: Apple is going to release so much cool hardware.
35:33
Ejaaz: OpenAI is still going to tease us continually for the foreseeable future until
35:37
Ejaaz: they release this damn thing in 2027.
35:39
Ejaaz: And I can't wait for any and all of it. If you have listened to this, this is the roundup.
35:43
Ejaaz: You're done. You have caught up on anything and everything. And if you've missed
35:46
Ejaaz: some of our earlier episodes this week, you should probably go check that out.
35:49
Ejaaz: The Hugging Face incident was pretty insane. And we did an in-depth coverage
35:52
Ejaaz: of that episode, within that episode, rather.
35:56
Ejaaz: And if you haven't shared this with a friend yet, please do.
35:58
Ejaaz: So if you aren't subscribed to us, if you haven't left us a comment,
36:01
Ejaaz: we love hearing from you guys. please let us know.
36:03
Ejaaz: Turn on notifications. It helps us out massively. And I, Josh, is there anything else?
36:07
Josh: Can we take like a collective deep breath? We've made it through like,
36:11
Josh: ah you have made it through the week the crazy week in which all these models
36:15
Josh: have released all this stuff has happened you could go enjoy your weekend now
36:18
Josh: enjoy go it's beautiful outside it's the end of summer fall is coming get some
36:22
Josh: time touching grass and then right back in this seat next week lock in
36:26
Josh: it's go time the train doesn't stop but for now it does you're fully caught
36:29
Josh: up thank you so much for watching and yeah we'll see you guys in the next one