I write @BigTechnology and host Big Technology Podcast. Contributor @CNBC. Author of ALWAYS DAY ONE. alex.kantrowitz@gmail.com
New York, NY
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Some highlights from our first Big Technology AI Summit in SF. What a day. Thanks to everyone who joined us.
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.@YouTube CEO @nealmohan's thoughts on Netflix vs YouTube, Podcaster Poaching and Live Sports:
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Full interview for those interested since this is making the rounds again: piped.video/4__gg83s_Do?si=IoRO…
Yann LeCun: we are not going to get human-level intelligence or AGI by just scaling LLMs.
“There’s absolutely no way in hell.”
“The idea that we’re gonna have a country of geniuses in a data center, that’s complete BS.”
“It may feel like you have a PhD sitting next to you.”
“But it’s not a PhD.”
“It’s a system with gigantic memory and retrieval ability, not one that can invent solutions to new problems.”
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What I Got Wrong About Meta’s Muse: Meta didn’t need frontier intelligence to build a really good AI app. A ‘next-level-down’ model was good enough. bigtechnology.com/p/what-i-g… ht @pitdesi @ranjanxroy
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Full Episode: @YouTube CEO @nealmohan and I talk about AI optimized videos, his AI slop strategy, working with DeepMind, and competing with chatbots.
Chapters:
0:00 Intro
0:33 YouTube’s size and influence
2:39 Should AI decide what we watch?
13:07 Does the algorithm make content look the same?
19:22 AI-generated videos and AI slop
27:31 Can AI chatbots compete with YouTube?
33:07 YouTube’s partnership with Google DeepMind 39:43 How YouTube’s Ask feature works
45:25 Will AI answers take views from creators?
48:33 NFL Sunday Ticket and live streaming
52:18 Netflix’s push into podcasts
54:58 YouTube’s new view counts and Google’s future
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You can watch this one (and others!) on Youtube here: piped.video/telFEyDmAgE?si=cDNJ…
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Not to be that guy but potentially unaligned AI in the wet lab freaks me out if it can do this…
Anthropic says Claude autonomously discovered a new enzyme system in the DNA of bacteriophages, somewhat similar to CRISPR, the first result from its new biolab (@theroberthart / The Verge)
(Visit Techmeme dot com for the link and full context!)
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Fun new segment on This Is The Point. I may have to move Meta up in my Aura Rankings this week, hmm….
Last week on @thisisthepoint_, Alex and I ranked which AI companies have the most aura right now.
Here’s my list... wdyt?
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Craziest stat of the week: frontier model usage dropped from 53% to 45% in a month. We discuss:
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I have been a Muse Bear for all the obvious reasons, but this moment does make you wonder whether OpenAI left an opening amid its enterprise push
JPM believes Muse has potential to become the most widely used consumer AI application since ChatGPT:
“The combination of virality and Meta’s strong distribution platform make the buzz around Muse quite palpable. Following the accelerated model progression of Muse Spark with big gains in agentic and multimodel capabilities in recent months, Meta is also shipping quickly around Muse with a series of innovations within just two weeks from launch. Meta launched a beta for Muse outbound calls to US businesses, opened access for developers to build Muse connectors, launched Muse for Mac, & added Shop Pay for agentic checkout, among other improvements. We believe Muse’s early traction reflects three key drivers: 1) strong product-market fit, including leading agentic performance (Figure 2), ease of use, & an emphasis on privacy/safety; 2) a generous free tier that reduces friction for trial and repeat usage; & 3) Meta’s scaled distribution advantage.
While it is still early, we believe that Muse has the potential to become the most widely used consumer AI application since ChatGPT.”
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Alex Kantrowitz retweeted
If you see this chart, know this is my perspective:
the revenue growth path for OpenAI and Anthropic has weakened due to competition.
And that competition is from *other* US models, not China / open source.
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Fun conversation with Nate Soares (@So8res) of MIRI. He argues AI doesn't need to "decide" to destroy us, it might just find us a nuisance in its way. We go back and forth on whether this is plausible.
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Alex Kantrowitz retweeted
Hot topics on AI, recorded in Boston during #UNBOUND:
→ Are OpenAI & Anthropic actually worth $2 trillion?
→ Will AI take all our jobs, or is it already?
→ Aura Rankings: who has the most AI aura right now?
Episode coming soon. @Kantrowitz @pitdesi
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