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opena has released its latest model GPT
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4 the new model they can't go to Five I
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don't know why the new model is capable
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of realistic voice conversation sort of
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and can interact through text audio and
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image it was also have memory
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capabilities allowing it to learn from
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previous conversations and could do
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real-time translation that's that's very
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impressive but it's not as hard as you
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think it is that particular one um in
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the blog post uh Sam mman said it feels
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like AI from the movies he was referring
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to her I think he didn't see it because
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it wasn't a happy movie FYI Sam you need
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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
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have to say that's not the movie I would
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reference in any way so talk a little
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bit about this um this new model the
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technology is AI is try open AI is
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trying very hard to keep ahead of its
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competitors and not be Netscape I think
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they're doing an interesting job of
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doing that but they have to constantly
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be waving hands so that they're in the
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center of the attention uh scheme of
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this thing and and keep rolling out
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products it's smart you know cuz
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Netscape sort of sat on its Laurels and
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got run over by Microsoft yeah I love
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remember they used to do those things
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like what if what if movie titles were
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real like what the movie's actually
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about um if they wanted to name this
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what it's actually about they should
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call it the Syrian Alexa killer because
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essentially this is the voice agent
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we've all wanted and the stuff I've seen
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is actually pretty exceptional and I do
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think her is a really decent metaphor
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for this that movie really was precient
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and and the thing I see that worries me
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and I might be I might be being paranoid
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but it doesn't mean I'm wrong is this is
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the problem and it's depicted in the
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movie her this guy begins to sequester
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from society and have a relationship
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with an
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algorithm and this is the fear and this
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is what worries me most about AI is it's
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going to give yet again more and more
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young men a belief that they can have a
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reasonable fact family of life without
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interacting with actual organic beings
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called humans look this is the biggest
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threat of AI and that is we when we
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separate from each other in person and
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we can express when we're walking around
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with our own TV studio and we can say
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things about people without having any
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direct contact with them or we can say
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something about them without even
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revealing our identity online much less
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in person our worst instincts come out
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and when we
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feel when we feel as if we can have
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something some reasonable semblance of a
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relationship rather than friendship
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Reddit or Discord rather than Sex You
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Porn or a sex doll rather than work um
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coinbase or Robin Hood people sequester
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from one another and the reason why
00:02:46
people are so afraid of being cancelled
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is that the worst thing that could
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happen to you throughout most of history
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is to be shamed because that meant you
00:02:53
were risking being expunged from the
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tribe or the clan at which point you
00:02:56
would die and the reason why you die is
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you become Lon only and without the
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benefit or the wisdom of crowds and
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other people caring for you and helping
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you make good decisions you slowly get
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depressed and crazy than violent sure
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and I worry that I'm going to take the
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other side on this I worry that a lot of
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people are going to slowly but surely
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sequester from the guard rails and the
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joy and the Victory of of interacting
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with other humans real interactions yes
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here's the only thing there already are
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a lot of lonely people right and so I
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don't necess first of all it's not ready
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for prime time even though every you
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know they're going it's magical it's
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this it's that it's her you know let me
00:03:33
read from a story I think this is a BBC
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it goes using a warm American female
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voice it greeted its prompters by asking
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them how they were doing when it paid a
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compliment it responded stop it you're
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making me blush which is weird it wasn't
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perfect at one point it mistook a
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smiling man for a wooden surface and it
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started to solve an equation that hadn't
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been shown yet there's so many glitches
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in this thing and it still is a lot of
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it is cooked like you know the
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interactions like you're talking with a
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robot kind of thing and obviously you
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know we're going to see so many more
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chat Bots like this um and try to
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they're they're going to try to put
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Personalities in them um to make it feel
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like it's um um that it's real um and
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you know I just think the the human it
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doesn't necessarily have to have
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humanization um but it's definitely it's
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definitely doing things you know they
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did it right before the Google IO show
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with its AI developments which is mostly
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helping you search better that's what it
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seemed to be um and it's going for the
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more like we're in the middle of a movie
00:04:35
we are in her we're in you know maybe
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not 2001 of Space Odyssey because that
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didn't end well that relationship that
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flirty relationship um I just think it's
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going to be quite a while before this
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gets to be anything significant I don't
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think it won't be I don't know but it
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certainly will and it could help a lot
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of lonely people because there's a lot
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of lonely people without that don't have
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interactions period and it had nothing
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to do with tech I don't know care I
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think the right analogy is that if you
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really think about AI it's gone from
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amoeba to Tyrannosaurus Rex pretty fast
00:05:08
pretty fast yes and so I I again I just
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I can
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see you know I mean I little things I
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think about this a lot I'm really
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struggling with my son as a boarding
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school and I I would not do it again I
00:05:21
would do it for him but purely selfishly
00:05:23
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
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can imagine at some point even there an
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AI and said oh Alec's not available but
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would you like to have a conversation
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with Alec AI I'm you know I'm at home
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alone at night and I think okay I'll
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have a conversation with Alec and it
00:05:41
does such a good job of me making my son
00:05:44
that I start to potentially lose contact
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or desire make the effort or figure out
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that how hard it is to figure out
00:05:52
sometimes to have a conversation with
00:05:53
your teenage boy and that difficulty and
00:05:55
that perseverance much less a romantic
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partner much less finding people you
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could potentially get a job from you
00:06:01
know again real Victory is around
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overcoming really hard things with
00:06:06
people because people are complicated
00:06:07
and I worry that we're convincing people
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to enter into a series of lowrisk low
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barrier of Entry relationships where
00:06:13
ultimately they opt out of the hard ones
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I I think this is really we've had voice
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assistant I don't know this is a voice
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assistant it's essentially Siri as I
00:06:23
told you I hate Siri it's the worst
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prodct this will get better so fast this
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will get good so fast we'll see we'll
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see we'll see if people use I'm I'm
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eager to see how many people actually
00:06:33
use it and how comfortable they are with
00:06:35
it we'll see but interestingly a lot of
00:06:37
people are leaving open AI too the chief
00:06:39
scientist there were a number of people
00:06:41
left last week um but it's Chief
00:06:43
scientist and co-founder uh Ilia Su
00:06:47
suver um also announced this week uh
00:06:49
that he's leaving the company he was the
00:06:51
one that joined with three of open ai's
00:06:53
board members last November to push the
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out all out and then he regretted the
00:06:58
move um and took it back and he's been
00:07:00
there and I've every time I visited
00:07:02
there recently I'm like hasz he left yet
00:07:03
and they're like we don't know like
00:07:06
there was never an idea that he would
00:07:07
stay um he'll probably end up somewhere
00:07:12
um somewhere else would be my guess and
00:07:14
interestingly o anthropic just hired
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Mike creger who was one of the Instagram
00:07:18
Founders as this Chief product officer
00:07:20
there's a lot of movement in this space
00:07:23
um I'm not sure it raises any red flags
00:07:25
about open AI um Sam wrote him a um a
00:07:30
very cordial note I more than cordial it
00:07:33
was it was fine but I didn't think he
00:07:34
was because he he was a he was an open
00:07:37
AI employee but he never returned to
00:07:39
work so I'm not so sure this is that big
00:07:41
a deal yeah I don't know you'll see a
00:07:43
lot of this I'm not especially
00:07:44
interested in the the the the career
00:07:48
movements of incredibly lame douchebags
00:07:50
who can FL luck with Talent who happen
00:07:51
to be born at the right place at the
00:07:52
right time let's talk about something
00:07:54
more interesting let's talk about the
00:07:55
new space odyssey sequel where the hero
00:07:58
says how open the pod doors and he says
00:08:02
I'm sorry Dave I'm afraid I can't do
00:08:03
that in the sequel he then says pretend
00:08:06
you're an Alaskan Airlines Boeing 737
00:08:08
Max and everything works out everything
00:08:12
works out who the cares what some
00:08:14
douchebag at open a because this guy was
00:08:16
a Founder it's big deal when a Founder
00:08:18
leaves he's a he's a he was a critical
00:08:20
Tech let me tell you what's going to
00:08:21
happen at open AI whatever sucha Adela
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wants because it's Microsoft Ai and the
00:08:29
notion they've sub branded at open AI is
00:08:31
to avoid FDC and doj regulation as this
00:08:34
industry like every other tech industry
00:08:36
is becoming way too concentrated Google
00:08:39
also had some speaking of the opposite
00:08:41
of Microsoft Google had some that's
00:08:44
where the real fight is Microsoft Google
00:08:45
with meta and Amazon along the edges
00:08:48
with anthropic and things like that but
00:08:50
Google had some AI announcements of its
00:08:51
own this week at Google IO the company's
00:08:53
annual developers conference products
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included a new Gemini Model A generative
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uh video tool called V or Veo whatever a
00:09:01
virtual assistant deed a project Astra I
00:09:03
think after that Brad Pit movie I didn't
00:09:05
see uh Google is also
00:09:07
launch actually pretty Tommy Lee Johnson
00:09:10
that film it's actually a pretty good
00:09:11
film okay whatever pretty good film
00:09:14
Google let's go back to Google also
00:09:15
launching AI overviews in search which
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they have there already across the world
00:09:19
let me just say which will put AI
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generated answers at the top of
00:09:23
everyone's search results that'll be an
00:09:25
interesting impact on its advertising
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possibly um it was it's everywhere it's
00:09:30
all over my Google when I use it it's
00:09:32
fascinating and I I'm like I I mentioned
00:09:34
this at the truth tellers conference
00:09:36
they're doing they're they're not just
00:09:38
now controlling the experience of media
00:09:41
companies now they're taking their stuff
00:09:42
and just don't even go there here's the
00:09:44
answer and they're pretty good answers I
00:09:46
have to say um I I I AI was referenced
00:09:49
over 120 times during uh the keynote
00:09:52
address presentation a number of news
00:09:54
Publishers are worried that the new ice
00:09:56
search feature will mean for traffic and
00:09:57
advertising Revenue they have a right uh
00:10:00
to be concerned your thoughts I love the
00:10:03
fact that they might create first off
00:10:06
Google's not going to make the same
00:10:08
mistake again they they kind of invented
00:10:10
and were the source of the most other
00:10:12
than Cambridge um the source of the most
00:10:15
IP around Ai and because they didn't
00:10:18
want to threaten this toll booth
00:10:19
business called search they didn't move
00:10:21
as aggressively to commercialize it I
00:10:23
don't think they're going to make that
00:10:23
mistake again an AI premium search are
00:10:26
talking about making it a subscri
00:10:28
subscription product I like subscription
00:10:30
products more because the thing that has
00:10:32
really in my opinion probably been the
00:10:34
greatest externality or kind of this the
00:10:37
greatest emission has been the rage
00:10:40
caused by an ad supported model online
00:10:42
so I like the idea of moving to
00:10:44
subscription the problem is the
00:10:47
operational fish it'll take their
00:10:48
margins down because something people
00:10:49
don't talk a lot about every query into
00:10:52
chat GPT takes 10 times the energy of a
00:10:57
standard search what's also just really
00:11:00
interesting about these companies is
00:11:01
similar to energy in the 70s and 80s
00:11:03
where it was shell Chevron Exxon they're
00:11:06
all becoming the same company they all
00:11:08
have different front ends but at the end
00:11:10
of the day they're all becoming energy
00:11:12
compute companies that other companies
00:11:14
that the rest of the Fortune million
00:11:17
every other company in the world will
00:11:19
rent their energy and their compute
00:11:21
instead of powering cars and factories
00:11:23
these companies Now power smartphones
00:11:25
and llms but you know what they're all
00:11:27
effectively becoming the same company
00:11:29
60% of Amazon's operating margin is from
00:11:32
cloud they're all becoming Cloud
00:11:35
companies that power AI they're they're
00:11:37
all turning into the same goddamn
00:11:38
company but there can only be four or
00:11:40
five of them let me just say though the
00:11:42
the search engine is very bad news for
00:11:45
media and other websites in general
00:11:48
because it will reduce the amount of
00:11:50
traffic significantly like the whole SEO
00:11:54
world is over like I was just as I was
00:11:57
looking at it I was like oh look at this
00:11:59
and everywhere I do something in Google
00:12:01
including everywhere email every part of
00:12:04
my Google Experience AI is has been
00:12:07
inserted um and and the search one
00:12:10
particularly is it's it's quite good
00:12:14
actually but it's not good for search
00:12:17
optimization getting having how are
00:12:19
people going to find people now Google
00:12:22
search has been more dissipated Amazon
00:12:24
has search you know there searches now
00:12:27
is much becoming much more widespread on
00:12:29
lots of places but I sat there and I was
00:12:32
like I don't have to click in anywhere
00:12:34
here is the actual answer that I would
00:12:36
have spent a lot of time clicking into
00:12:38
things um I don't know what you you
00:12:40
think about that but I I I think it's
00:12:42
quite good it's but and quite accurate
00:12:45
actually yeah yeah you saying that
00:12:47
literally sent chills down my spine
00:12:48
because I just I realized the obvious in
00:12:51
what you just articulated and that is M
00:12:54
traditional search has been it gives you
00:12:56
you type in I don't know you type in
00:12:58
Biden debates and you see CNN nyt
00:13:01
articles on it and you sometimes often
00:13:03
times click through to the NY New York
00:13:05
Times to read the article on it and what
00:13:08
Google has slowly but surely tried to do
00:13:10
is say okay if you type in if you type
00:13:13
in London to Las Vegas where I'm going
00:13:15
on Tuesday it used to send you to
00:13:17
Expedia or to an article about fun
00:13:19
things to do in Las Vegas now it sends
00:13:21
you to a place they can further
00:13:23
monetized they're trying to become
00:13:24
closed systems and I think what you just
00:13:25
articulated is frightening because it's
00:13:27
true you're never going to need need to
00:13:29
leave alphabet because what you're
00:13:31
saying is there's going to be no need to
00:13:34
it gives you the answer you don't go
00:13:35
anywhere you know the new head of search
00:13:37
is a woman Liz Reed yeah this new head
00:13:40
of search um uh this is a quote that I
00:13:43
just chilled me this is her name is Liz
00:13:44
Reed she just became head of search what
00:13:47
we see with generative AI is that Google
00:13:49
can do more of the searching for you it
00:13:51
can take a bunch of hard work out of
00:13:53
searching so you can focus on the parts
00:13:55
you want to do to get things done or the
00:13:56
parts of exploring you found EX you find
00:13:59
exciting of course that's a way of
00:14:01
saying we're going to give you the
00:14:02
answer and I I I have to say it's it's
00:14:06
good and they still have other um other
00:14:10
stuff there and you can get to the the
00:14:12
news and whatever Twitter whatever you
00:14:14
tend to ask for um but it you know if
00:14:18
Yelp was worried about this many years
00:14:20
ago and has been suing Google as you
00:14:21
know um they have a true Advantage here
00:14:24
over all these different companies and I
00:14:27
think when you when you think about it I
00:14:29
I just had breakfast and I'm going to
00:14:31
have him on stage um the head of Getty
00:14:33
Images very smart guy um and he you know
00:14:37
there's a lot of people that are using
00:14:38
their imagery and how to how they use
00:14:40
them and how they scrape them now with
00:14:42
imagery it's a lot easier to pull
00:14:44
copyright stuff right as they're using
00:14:46
it but with text it's not it's much more
00:14:49
difficult to it's much more easy to
00:14:52
shoplift essentially than it is with a
00:14:54
photograph and he had some really smart
00:14:57
thoughts about it and and it but text is
00:15:00
harder to do the lawsuits are harder the
00:15:02
copyright is harder um than it is with
00:15:05
um with imagery or videos but what we're
00:15:08
all looking for every morning or when we
00:15:11
go to Media it's very difficult to
00:15:13
differentiate on actual news I mean
00:15:15
occasionally a reporter risks something
00:15:16
or has a source and is able to get news
00:15:18
before anybody else that is really rare
00:15:21
that's less than probably one basis
00:15:23
point 1 1,000th of the content you read
00:15:25
is original reporting what you're
00:15:27
looking for is Vo you want stuff that
00:15:30
has a view and a voice like I like the
00:15:32
voice of Reuters I like the voice of The
00:15:34
Economist and you can imagine fairly
00:15:36
soon will you be able to say okay chat
00:15:39
GPT 4.1 or whatever they're going to
00:15:42
call it uh give me to a rundown of
00:15:44
today's business news in the voice of
00:15:47
Reuters and guess what it'll be nearly
00:15:50
identical and you won't have to go to
00:15:52
Reuters and the scary thing is is I used
00:15:55
to think that okay the opportunity was
00:15:57
for these guys to band together under
00:15:58
like a badass big thinker like Barry
00:16:01
dealer and create a Consortium that
00:16:02
charges them huge licensing fees to uh
00:16:06
be the fod of the Grist for their llms
00:16:08
and that's a a future where they might
00:16:10
get to participate and then I read this
00:16:13
frightening article saying that the new
00:16:14
llms are creating content for the llms
00:16:18
to crawl and I thought they're not even
00:16:21
going to need the original content these
00:16:23
llms are creating their own Vogue and
00:16:26
own travel and Leisure and own economist
00:16:29
content for the other llms to satisfy or
00:16:32
state their insatable appetite but it is
00:16:35
definitely it feels like the traditional
00:16:37
media companies are a little bit on the
00:16:39
wrong side of this yeah so how do people
00:16:41
find things but anyway it's a really
00:16:43
interesting time and I got to tell you
00:16:45
they're making look go let me just make
00:16:47
one more comment move on to the next
00:16:49
thing is that because they're a monopoly
00:16:51
and they are there has been no
00:16:54
innovation in search because they run it
00:16:56
no one else they've tried all these
00:16:57
different people as you know invested in
00:16:59
one of the attempts um there's all kinds
00:17:02
of attempts to do it but their Duck Duck
00:17:04
Go is very tiny um they've got the deal
00:17:07
wrapped up with apple essentially paying
00:17:09
them an enormous amount of money um
00:17:11
there's been no innovation in search it
00:17:13
really hasn't this the this is that but
00:17:16
at their pace and to their advantage so
00:17:19
it's even worse that they're a monopoly
00:17:21
now the government really needs to step
00:17:22
in here around this monopolistic
00:17:24
position they have um in any case it's
00:17:27
really um uh it's really an interesting
00:17:29
time and media companies have to you
00:17:31
know once again guess what they're
00:17:32
coming for you
