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opena has released its latest model GPT 4 the new model they can't go to Five I don't know why the new model is capable
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of realistic voice conversation sort of and can interact through text audio and image it was also have memory
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capabilities allowing it to learn from previous conversations and could do real-time translation that's that's very
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impressive but it's not as hard as you think it is that particular one um in the blog post uh Sam mman said it feels
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like AI from the movies he was referring to her I think he didn't see it because
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it wasn't a happy movie FYI Sam you need to see it to the end it's a great movie
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I didn't like it but um but uh but I have to say that's not the movie I would reference in any way so talk a little
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bit about this um this new model the technology is AI is try open AI is trying very hard to keep ahead of its
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competitors and not be Netscape I think they're doing an interesting job of doing that but they have to constantly
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be waving hands so that they're in the center of the attention uh scheme of this thing and and keep rolling out
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products it's smart you know cuz Netscape sort of sat on its Laurels and got run over by Microsoft yeah I love
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remember they used to do those things like what if what if movie titles were real like what the movie's actually
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about um if they wanted to name this what it's actually about they should call it the Syrian Alexa killer because
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essentially this is the voice agent we've all wanted and the stuff I've seen is actually pretty exceptional and I do
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think her is a really decent metaphor for this that movie really was precient and and the thing I see that worries me
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and I might be I might be being paranoid but it doesn't mean I'm wrong is this is
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the problem and it's depicted in the movie her this guy begins to sequester from society and have a relationship
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with an algorithm and this is the fear and this is what worries me most about AI is it's
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going to give yet again more and more young men a belief that they can have a reasonable fact family of life without
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interacting with actual organic beings called humans look this is the biggest threat of AI and that is we when we
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separate from each other in person and we can express when we're walking around with our own TV studio and we can say
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things about people without having any direct contact with them or we can say something about them without even
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revealing our identity online much less in person our worst instincts come out and when we
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feel when we feel as if we can have something some reasonable semblance of a relationship rather than friendship
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Reddit or Discord rather than Sex You Porn or a sex doll rather than work um coinbase or Robin Hood people sequester
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from one another and the reason why people are so afraid of being cancelled is that the worst thing that could
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happen to you throughout most of history is to be shamed because that meant you were risking being expunged from the
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tribe or the clan at which point you would die and the reason why you die is you become Lon only and without the
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benefit or the wisdom of crowds and other people caring for you and helping you make good decisions you slowly get
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depressed and crazy than violent sure and I worry that I'm going to take the other side on this I worry that a lot of
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people are going to slowly but surely sequester from the guard rails and the joy and the Victory of of interacting
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with other humans real interactions yes here's the only thing there already are a lot of lonely people right and so I
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don't necess first of all it's not ready for prime time even though every you know they're going it's magical it's
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this it's that it's her you know let me read from a story I think this is a BBC it goes using a warm American female
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voice it greeted its prompters by asking them how they were doing when it paid a
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compliment it responded stop it you're making me blush which is weird it wasn't perfect at one point it mistook a
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smiling man for a wooden surface and it started to solve an equation that hadn't
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been shown yet there's so many glitches in this thing and it still is a lot of it is cooked like you know the
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interactions like you're talking with a robot kind of thing and obviously you know we're going to see so many more
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chat Bots like this um and try to they're they're going to try to put Personalities in them um to make it feel
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like it's um um that it's real um and you know I just think the the human it doesn't necessarily have to have
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humanization um but it's definitely it's definitely doing things you know they did it right before the Google IO show
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with its AI developments which is mostly helping you search better that's what it
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seemed to be um and it's going for the more like we're in the middle of a movie we are in her we're in you know maybe
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not 2001 of Space Odyssey because that didn't end well that relationship that flirty relationship um I just think it's
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going to be quite a while before this gets to be anything significant I don't think it won't be I don't know but it
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certainly will and it could help a lot of lonely people because there's a lot of lonely people without that don't have
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interactions period and it had nothing to do with tech I don't know care I think the right analogy is that if you
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really think about AI it's gone from amoeba to Tyrannosaurus Rex pretty fast pretty fast yes and so I I again I just
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I can see you know I mean I little things I think about this a lot I'm really struggling with my son as a boarding
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school and I I would not do it again I would do it for him but purely selfishly I wouldn't do it again I wasn't ready to
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lose him at the age of of of of 15 and I can imagine at some point even there an
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AI and said oh Alec's not available but would you like to have a conversation with Alec AI I'm you know I'm at home
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alone at night and I think okay I'll have a conversation with Alec and it does such a good job of me making my son
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that I start to potentially lose contact or desire make the effort or figure out
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that how hard it is to figure out sometimes to have a conversation with your teenage boy and that difficulty and
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that perseverance much less a romantic partner much less finding people you could potentially get a job from you
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know again real Victory is around overcoming really hard things with people because people are complicated
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and I worry that we're convincing people to enter into a series of lowrisk low barrier of Entry relationships where
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ultimately they opt out of the hard ones I I think this is really we've had voice
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assistant I don't know this is a voice assistant it's essentially Siri as I told you I hate Siri it's the worst
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prodct this will get better so fast this will get good so fast we'll see we'll see we'll see if people use I'm I'm
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eager to see how many people actually use it and how comfortable they are with it we'll see but interestingly a lot of
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people are leaving open AI too the chief scientist there were a number of people
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left last week um but it's Chief scientist and co-founder uh Ilia Su suver um also announced this week uh
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that he's leaving the company he was the one that joined with three of open ai's
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board members last November to push the out all out and then he regretted the move um and took it back and he's been
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there and I've every time I visited there recently I'm like hasz he left yet and they're like we don't know like
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there was never an idea that he would stay um he'll probably end up somewhere um somewhere else would be my guess and
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interestingly o anthropic just hired Mike creger who was one of the Instagram Founders as this Chief product officer
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there's a lot of movement in this space um I'm not sure it raises any red flags about open AI um Sam wrote him a um a
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very cordial note I more than cordial it was it was fine but I didn't think he was because he he was a he was an open
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AI employee but he never returned to work so I'm not so sure this is that big a deal yeah I don't know you'll see a
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lot of this I'm not especially interested in the the the the career movements of incredibly lame douchebags
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who can FL luck with Talent who happen to be born at the right place at the right time let's talk about something
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more interesting let's talk about the new space odyssey sequel where the hero says how open the pod doors and he says
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I'm sorry Dave I'm afraid I can't do that in the sequel he then says pretend you're an Alaskan Airlines Boeing 737
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Max and everything works out everything works out who the cares what some douchebag at open a because this guy was
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a Founder it's big deal when a Founder leaves he's a he's a he was a critical Tech let me tell you what's going to
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happen at open AI whatever sucha Adela wants because it's Microsoft Ai and the notion they've sub branded at open AI is
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to avoid FDC and doj regulation as this industry like every other tech industry is becoming way too concentrated Google
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also had some speaking of the opposite of Microsoft Google had some that's where the real fight is Microsoft Google
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with meta and Amazon along the edges with anthropic and things like that but Google had some AI announcements of its
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own this week at Google IO the company's annual developers conference products included a new Gemini Model A generative
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uh video tool called V or Veo whatever a virtual assistant deed a project Astra I
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think after that Brad Pit movie I didn't see uh Google is also launch actually pretty Tommy Lee Johnson
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that film it's actually a pretty good film okay whatever pretty good film Google let's go back to Google also
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launching AI overviews in search which they have there already across the world let me just say which will put AI
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generated answers at the top of everyone's search results that'll be an interesting impact on its advertising
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possibly um it was it's everywhere it's all over my Google when I use it it's fascinating and I I'm like I I mentioned
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this at the truth tellers conference they're doing they're they're not just now controlling the experience of media
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companies now they're taking their stuff and just don't even go there here's the
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answer and they're pretty good answers I have to say um I I I AI was referenced over 120 times during uh the keynote
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address presentation a number of news Publishers are worried that the new ice search feature will mean for traffic and
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advertising Revenue they have a right uh to be concerned your thoughts I love the
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fact that they might create first off Google's not going to make the same mistake again they they kind of invented
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and were the source of the most other than Cambridge um the source of the most IP around Ai and because they didn't
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want to threaten this toll booth business called search they didn't move as aggressively to commercialize it I
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don't think they're going to make that mistake again an AI premium search are talking about making it a subscri
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subscription product I like subscription products more because the thing that has
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really in my opinion probably been the greatest externality or kind of this the greatest emission has been the rage
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caused by an ad supported model online so I like the idea of moving to subscription the problem is the
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operational fish it'll take their margins down because something people don't talk a lot about every query into
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chat GPT takes 10 times the energy of a standard search what's also just really interesting about these companies is
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similar to energy in the 70s and 80s where it was shell Chevron Exxon they're all becoming the same company they all
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have different front ends but at the end of the day they're all becoming energy compute companies that other companies
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that the rest of the Fortune million every other company in the world will rent their energy and their compute
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instead of powering cars and factories these companies Now power smartphones and llms but you know what they're all
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effectively becoming the same company 60% of Amazon's operating margin is from cloud they're all becoming Cloud
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companies that power AI they're they're all turning into the same goddamn company but there can only be four or
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five of them let me just say though the the search engine is very bad news for media and other websites in general
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because it will reduce the amount of traffic significantly like the whole SEO world is over like I was just as I was
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looking at it I was like oh look at this and everywhere I do something in Google
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including everywhere email every part of my Google Experience AI is has been inserted um and and the search one
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particularly is it's it's quite good actually but it's not good for search optimization getting having how are
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people going to find people now Google search has been more dissipated Amazon has search you know there searches now
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is much becoming much more widespread on lots of places but I sat there and I was
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like I don't have to click in anywhere here is the actual answer that I would have spent a lot of time clicking into
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things um I don't know what you you think about that but I I I think it's quite good it's but and quite accurate
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actually yeah yeah you saying that literally sent chills down my spine because I just I realized the obvious in
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what you just articulated and that is M traditional search has been it gives you
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you type in I don't know you type in Biden debates and you see CNN nyt articles on it and you sometimes often
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times click through to the NY New York Times to read the article on it and what Google has slowly but surely tried to do
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is say okay if you type in if you type in London to Las Vegas where I'm going on Tuesday it used to send you to
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Expedia or to an article about fun things to do in Las Vegas now it sends you to a place they can further
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monetized they're trying to become closed systems and I think what you just articulated is frightening because it's
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true you're never going to need need to leave alphabet because what you're saying is there's going to be no need to
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it gives you the answer you don't go anywhere you know the new head of search is a woman Liz Reed yeah this new head
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of search um uh this is a quote that I just chilled me this is her name is Liz Reed she just became head of search what
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we see with generative AI is that Google can do more of the searching for you it
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can take a bunch of hard work out of searching so you can focus on the parts you want to do to get things done or the
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parts of exploring you found EX you find exciting of course that's a way of saying we're going to give you the
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answer and I I I have to say it's it's good and they still have other um other stuff there and you can get to the the
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news and whatever Twitter whatever you tend to ask for um but it you know if Yelp was worried about this many years
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ago and has been suing Google as you know um they have a true Advantage here over all these different companies and I
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think when you when you think about it I I just had breakfast and I'm going to have him on stage um the head of Getty
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Images very smart guy um and he you know there's a lot of people that are using their imagery and how to how they use
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them and how they scrape them now with imagery it's a lot easier to pull copyright stuff right as they're using
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it but with text it's not it's much more difficult to it's much more easy to shoplift essentially than it is with a
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photograph and he had some really smart thoughts about it and and it but text is
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harder to do the lawsuits are harder the copyright is harder um than it is with um with imagery or videos but what we're
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all looking for every morning or when we go to Media it's very difficult to differentiate on actual news I mean
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occasionally a reporter risks something or has a source and is able to get news before anybody else that is really rare
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that's less than probably one basis point 1 1,000th of the content you read is original reporting what you're
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looking for is Vo you want stuff that has a view and a voice like I like the voice of Reuters I like the voice of The
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Economist and you can imagine fairly soon will you be able to say okay chat GPT 4.1 or whatever they're going to
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call it uh give me to a rundown of today's business news in the voice of Reuters and guess what it'll be nearly
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identical and you won't have to go to Reuters and the scary thing is is I used to think that okay the opportunity was
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for these guys to band together under like a badass big thinker like Barry dealer and create a Consortium that
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charges them huge licensing fees to uh be the fod of the Grist for their llms and that's a a future where they might
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get to participate and then I read this frightening article saying that the new llms are creating content for the llms
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to crawl and I thought they're not even going to need the original content these
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llms are creating their own Vogue and own travel and Leisure and own economist content for the other llms to satisfy or
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state their insatable appetite but it is definitely it feels like the traditional
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media companies are a little bit on the wrong side of this yeah so how do people
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find things but anyway it's a really interesting time and I got to tell you they're making look go let me just make
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one more comment move on to the next thing is that because they're a monopoly and they are there has been no
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innovation in search because they run it no one else they've tried all these different people as you know invested in
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one of the attempts um there's all kinds of attempts to do it but their Duck Duck
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Go is very tiny um they've got the deal wrapped up with apple essentially paying
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them an enormous amount of money um there's been no innovation in search it really hasn't this the this is that but
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at their pace and to their advantage so it's even worse that they're a monopoly now the government really needs to step
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in here around this monopolistic position they have um in any case it's really um uh it's really an interesting
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time and media companies have to you know once again guess what they're coming for you