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cover of episode 2024 In Review, 2025 Predictions — With Casey Newton

2024 In Review, 2025 Predictions — With Casey Newton

2025/1/1
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Big Technology Podcast

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Alex
通过在《Mac Geek Gab》播客中分享有用的技术提示,特别是关于Apple产品的版本控制。
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Casey
一名专注于银行与金融实践的律师助理,擅长公私伙伴关系项目咨询。
Topics
Alex: 2024年科技发展迅速,尤其在人工智能领域,但人们对AI技术的实际应用和投资回报率仍存在疑问。Apple Intelligence等产品实用性不足,未能满足用户需求。 此外,Alex预测TikTok可能被禁,这将对Meta和Google等公司产生重大影响;特朗普政府对科技行业的监管政策可能与拜登政府相似,但其对科技公司并购的审批可能取决于其对这些公司的态度以及政治因素;Shein和Temu可能面临政府的监管措施,这将有利于亚马逊;量子计算、自动驾驶和脑机接口技术将在2025年取得突破性进展。 Casey Newton: ChatGPT的成功表明AI技术发展迅速,且具备巨大的盈利潜力,尽管目前仍未盈利。大型语言模型的扩展定律开始出现边际收益递减,但这并不意味着不会出现新的扩展途径。2025年AI领域将出现显著进展,特别是AI代理技术将取得突破性进展,但其热度可能会下降,因为其实际应用场景难以找到。AI可以作为思考伙伴,辅助写作和信息收集,但其并非完美的工具。 Google在基础模型领域已经赶超OpenAI,但其AI模型在基准测试中表现出色,但在实际产品应用中却存在不足,例如出现不当回复等情况。Google在AI产品开发方面存在问题,优秀人才的流失是其面临的主要挑战之一。Google可能为了迎合基准测试而牺牲了产品体验。Apple Vision Pro的销量未达预期,但其硬件技术仍有亮点,销量不佳的主要原因并非价格过高,而是缺乏吸引人的应用场景。Meta Orion眼镜有潜力成为市场主流,但其高昂的价格和漫长的上市时间是其面临的挑战。 OpenAI和微软之间的合作关系将持续存在,但双方之间也可能存在持续的冲突。如果TikTok被禁,其用户和文化影响力将转移到其他平台。亚马逊将受益于Shein和Temu可能面临的政府监管措施。量子计算技术取得了进展,但其实际应用仍需时日。Waymo自动驾驶技术的用户体验出色,其服务范围的扩大将进一步提升其市场影响力。Neuralink脑机接口技术虽然前景广阔,但其长期可靠性仍需进一步验证。Snap公司可能被其他公司收购,苹果公司是潜在的收购者之一。Peloton公司可能无法在2025年继续生存。

Deep Dive

Key Insights

What was the key technological progress in 2024 according to the podcast?

2024 was marked by significant progress in AI, particularly with advancements in large language models and their applications. However, there were still challenges in making the technology widely useful and determining its return on investment (ROI).

Why is there skepticism about the ROI of AI despite its rapid adoption?

Despite ChatGPT reaching 300 million weekly users and generating substantial revenue, there is skepticism about ROI because AI remains expensive to train, and its practical applications are still being explored. The technology is impressive, but its widespread utility and profitability are yet to be fully realized.

What are AI agents, and why are they significant for 2025?

AI agents are systems where computers use themselves to perform tasks, such as navigating web browsers or automating processes. In 2025, major AI labs like Anthropic, Google, and OpenAI are expected to showcase their agents, potentially leading to new productivity use cases, though the technology is still in its early stages.

What challenges do AI agents face in gaining widespread adoption?

AI agents face challenges in finding reliable and practical use cases. While they show potential in automating tasks like email management, the technology is still janky and lacks the trust needed for broader adoption. The hype around AI agents may fade if compelling applications aren't developed.

What is the future of Apple Intelligence according to the podcast?

Apple Intelligence is criticized for being underwhelming and poorly suited for mainstream users. While Apple may continue to refine it, the product is seen as a flop for 2024, with limited practical utility and a focus on use cases that don't resonate with most consumers.

What is the current state of Vision Pro, and what are its prospects for 2025?

Vision Pro generated $1.5 billion in revenue in 2024 but failed to establish a compelling daily use case. While the hardware is impressive, its high cost and lack of practical applications limit its appeal. Apple may release a cheaper version in 2025, but the device’s success depends on improving its functionality and developer support.

How did Google perform in the AI race in 2024?

Google made significant strides in AI in 2024, with its Gemini models ranking highly on benchmarks. However, the user experience of Google's AI products, such as Gemini and AI Overviews, was inconsistent, with notable failures like refusing to draw white founding fathers and giving incorrect advice. The company needs to improve productization to compete effectively.

What is the potential impact of a TikTok ban in 2025?

A TikTok ban in 2025 could significantly shift cultural and social media dynamics, with Meta and Google likely benefiting the most. TikTok’s role as a cultural engine in the U.S. would leave a void, potentially driving users to platforms like Instagram Reels and YouTube Shorts.

What are the predictions for self-driving cars in 2025?

Self-driving technology, particularly Waymo, is expected to expand in 2025, with new launches in cities like Atlanta, Austin, and Miami. Waymo’s smooth and reliable driving experience is seen as a game-changer, potentially reducing the need for traditional ride-sharing services like Uber.

What is the outlook for quantum computing in 2025?

Quantum computing made technical progress in 2024, but practical applications remain years away. While advancements like Google’s new quantum chip are exciting, the technology is still in its early scientific stages and is unlikely to see significant real-world use in 2025.

Shownotes Transcript

Casey Newton is the author of Platformer and co-host of Hard Fork. He joins Big Technology Podcast for our annual predictions episode. Tune in to hear Newton analyze 2024's major developments in AI, debate whether AI agents will take off in 2025, and explore what might happen to companies like Apple, Google, and OpenAI in the coming year. We also cover quantum computing breakthroughs, self-driving car expansion, and what a potential Trump presidency could mean for tech antitrust. Hit play for an insightful look at where technology is headed in 2025.


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