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Sam Altman:我了解到Meta的Mark Zuckerberg正试图用巨额薪酬挖走OpenAI的研究人员,甚至开出了高达1亿美元的签约奖金和更高的年薪。虽然我很高兴目前为止我们最优秀的人才还没有接受这些邀请,但我认为他们可能在评估OpenAI更有可能实现超级智能,并且最终可能成为更有价值的公司。此外,我认为Meta通过高额薪酬吸引人才的策略可能无法建立良好的企业文化,因为这会让人们过于关注金钱而非工作和使命。 Elvis Saravia:Meta给AI人才的薪酬简直达到了职业运动员的水平,这太疯狂了。 Noam Brown:我选择加入OpenAI是因为他们愿意为我感兴趣的工作投入资源,虽然从经济角度来看,这并不是我最好的选择。

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Meta offered nine-figure compensation packages to attract top AI talent from OpenAI, leading to discussions about the motivations behind such offers and the potential impact on company culture and innovation.
  • Meta's $100 million offers to OpenAI researchers
  • Sam Altman's confirmation of the offers
  • Concerns about Meta's focus on compensation over mission and culture

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Today on the AI Daily Brief, 10 new AI video trends absolutely taking over the internet. Before that in the headlines, OpenAI's Sam Altman seems to confirm these rumors of $100 million offers from Meta. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. Hello friends, quick announcements as always. First of all, thank you to today's sponsors Blitzy, Plum, Vanta, and Super Intelligent. And to get an ad-free version of the show, go to patreon.com slash AI Daily Brief.

And with that, let's dive in. Welcome back to the AI Daily Brief Headlines Edition, all the daily AI news you need in around five minutes. A big theme of conversation recently has been the apparently crazy offers flying around Silicon Valley for top AI talent, with the latest salvo in that battle being that Sam Altman has confirmed, while appearing on an episode of his brother Jack Altman's podcast, that Meta's Mark Zuckerberg has been trying to poach OpenAI researchers with nine-figure offers.

Now, when news of Meta's scale investment first broke, it was accompanied by news that Zuckerberg was personally recruiting a 50-person superintelligence team drawn from those leading AI labs. Anonymous sourcing discussed rumors of compensation packages stretching into the hundreds of millions of dollars range. People were chattering about this on Twitter, but it wasn't exactly clear whether this was hyperbole or literal.

Sam Altman seems to suggest that it is literal. He said, Meta has started making these giant offers to a lot of people on our team, you know, like $100 million signing bonuses, more than that in compensation per year. It's crazy. I'm really happy that, at least so far, none of our best people have decided to take him up on that. Altman speculated that his staff are making the calculation that OpenAI has a much better shot of, quote, actually delivering on superintelligence and also may eventually be the more valuable company.

Now, many people were just mouth-open aghast at this. Elvis Saravia commented, insane, they weren't kidding when they said pro-athlete level type of compensation. Allman, meanwhile, argued that Zuck's deep pockets won't necessarily make for good culture, saying, I think the strategy of a ton of upfront compensation, and that being the reason you tell someone to join, really the degree to which they're focusing on that and not the work and not the mission. I don't think that's going to set up a great culture.

Now, at this stage, we haven't heard any reports of OpenAI researchers jumping ship to join Zuck's AI dream team yet, but TechCrunch does report that leading reasoning and agentics expert Noam Brown was approached and turned down an offer. Brown is already on record discussing his choice to leave Meta in 2023 to join OpenAI, stating that he met with every major player in the industry. He said that he chose OpenAI because they were willing to put in resources behind the work he was excited about doing, stating, "...it was actually financially not the best option that I had."

And just as a way of understanding how crazy things have gotten in a very short period of time, when this was reported just a month ago, sources were discussing $20 million compensation packages for top-tier researchers as the extreme end of the cash-on offer. Certainly what it makes everyone wonder is that anytime we get a report of someone leaving their big lab, i.e., for example, the head of engineering for Google's Gemini chatbot was reported to be leaving yesterday, you kind of have to wonder if these are folks who have been returning Zuckerberg's calls.

Altman continued to prod at Zuckerberg's effort to turn AI around later in the podcast, stoking what may be the next big rivalry in the industry. Altman said, I've heard that Meta thinks of us as their biggest competitor. I respect being aggressive and continuing to try new things. There's many things I respect about Meta as a company, but I don't think they're a company that's great at innovation. I think we understand a lot of things that they don't.

Ultimately, many see this as a pretty savvy move from Altman. Basically, whether or not this is true, by suggesting that they were officially seeing $100 million types of offers, it makes everyone who takes them look like a mercenary, and it makes everyone at Meta who doesn't have them wonder where their bag is. And in any case, if these numbers really are at the levels they're at, you would expect some serious movement in the direction of Meta soon, but so far, it's mostly just reporting around the numbers.

Next up, staying on OpenAI for just a minute, the company has secured their first Pentagon contract valued at $200 million. The company announced the project as their first under a new entity called OpenAI for Government. Previous initiatives, including partnerships with U.S. National Labs, NASA, and the U.S. Treasury, will all be brought under this umbrella.

OpenAI says the Pentagon contract involves helping, quote, identify and prototype how frontier AI can transform its administrative operations, from improving how service members and their families get healthcare, to streamlining how they look at program and acquisition data, to supporting proactive cyber defense.

Now, this represents the culmination of an evolution for OpenAI. In January of last year, they removed their total ban on military and warfare usage. And after the White House released the National Security Memorandum on Artificial Intelligence in October, they clarified that their red line was using our technology to harm people, destroy property, or develop weapons.

Shortly after that, they announced a partnership with Anduril to work on anti-drone targeting systems. And while OpenAI's announcement emphasized unobjectionable use cases, the Pentagon was a little more forthright. They said that OpenAI had been brought aboard to, quote, develop prototype frontier AI capabilities to address critical national security challenges in both warfighting and enterprise domains. Now, the other little wrinkle of this deal is that it could drive a further wedge between OpenAI and their increasingly estranged partner, Microsoft.

Microsoft has thousands of contracts with the federal government, with their secure cloud offering being a highly lucrative linchpin. It was only in April that Microsoft announced that their hosted OpenAI service had been approved for all classification levels. And so the question is, with this direct partnership now signed, is the Pentagon actually just cutting Microsoft out of the deal?

Next up, the $200 premium price point continues to gain momentum for popular AI services. The latest to jump on this level is that Cursor has launched a $200 a month tier that they're calling their Ultra Plan. The subscription comes with 20 times more usage than the Pro tier. With Cursor writing, this change was highly requested by power users seeking more predictability than usage-based pricing would offer. The $20 a month plan is also being upgraded with users getting unlimited access subject to rate limits rather than capping out at 500 requests.

You might remember that back last December when OpenAI first announced they would be charging $200 a month for their top tier subscription, many thought that they were nuts. But that service has been very popular for power users who are willing to pay for unlimited usage and priority access to new models and features. Anthropic followed suit and offered their own $200 tier, once again allowing people to pay to avoid hitting usage limits. Cursor is now in a similar position, with dedicated users that just want to pay a monthly fee and stop thinking about how much they're using the tool.

Still, this is the first time we've seen an AI tool, rather than a model company, experiment with this level of premium pricing.

Separately, Bloomberg reports that Cursor has been fielding offers to raise funds at a valuation between $18 billion and $20 billion. Sources say that Cursor didn't initiate the conversations and may not decide to raise funds at the moment. Remember, this company only closed their Series C two weeks ago, raising $900 million at a $9.9 billion valuation. They recently hit $500 million in ARR, a 60% increase in two months. Good enough to be considered at this point the fastest-growing startup in the history of Silicon Valley.

Cursor, for their part, denied the reports, saying that they are focused on building the technology product and team. Pretty soon, my friends, we are just going to start using made-up numbers because hundreds of millions and billions seem to have no meaning anymore. For now, that's going to do it for today's AIDLi Brief Headlines Edition. Next up, the main episode. This episode is brought to you by Blitzy, the enterprise-autonomous software development platform with infinite code context.

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Check it out at bsuper.ai or email agents at bsuper.ai to learn more. Welcome back to the AI Daily Brief. Today we are talking about something which I have become convinced is an actual inflection point moment in the story of how AI is interacting with the real world. I'm talking about Google's release of VO3. In the few weeks since VO3 was announced, it has absolutely taken over the internet.

You cannot go on Instagram Reels or TikTok without seeing a video created not just by AI, but by VO3 specifically. The unlock, it turns out, was the ability to generate aligned audio alongside the video.

When you can prompt and create scenes where people and as we'll see characters are talking with the video matching that natively all in a single prompt, it is as it turns out completely different than a workflow where you have to on the one hand generate the video and then separately match it up with sound.

And as this new category of AI video is on the rise, the ability to integrate it and do stuff with it in the major channels is going up as well. It was just announced earlier this week that YouTube is going to bring the VO3 video model directly into YouTube Shorts. That came from a conversation at the Cannes Lion advertising event from YouTube CEO Neil Mohan. In that same speech, he also noted that Shorts are averaging more than 200 billion video views per day, so there is a lot of room for this content to find an audience.

Of course, in the advertising world, we have both Meta and TikTok pushing a slate of AI tools that run all the way from the creative content generation on the one hand to the actual distribution of the ads on the other. Now, in addition to VO3, we also got MidJourney dropping its video model this week. It's a very, very long anticipated video model, I would say.

Mid-Journey has always had a certain aesthetic and a type of quality and artistry that other generative image tools haven't had. And so people were really excited to see if that would come to video. And so far it has. Fi Hong, who does brand experience at Perplexity, says Mid-Journey introduces video generation and it's surpassing all my expectations.

Yogg writes,

So I'm sure there's going to be a lot to talk about when it comes to mid-journey, but what it doesn't have right now is that sound. So what we're going to do with the rest of this show is look at 10 or more categories of video, largely opened up by VO3, that are just absolutely taking over the internet right now.

I would highly encourage you, if you are just listening to this, to instead switch to watching it. You can find it on YouTube or Spotify with video, because I'm going to be including actual clips from these videos directly in the show, and it'll obviously be a lot more interesting if you can see them as well. The first category of video that you might have seen are these glass fruit-cutting ASMR videos.

This one that we're watching here has been seen two and a half million times with 610,000 likes. ASMR is of course a super popular genre across video in general. And VO3 by integrating sound and video is opening up new possibilities for a generative AI version of it.

Bilal Sidhu posted another similar video to Twitter and said, VO3 has digested the motherload of ASMR content on YouTube, making it an AI ASMR machine. This one got 3.1 million likes and 12,000 comments in three days. Every popular YouTube format is about to get its impossible AI remix.

Another category that you're going to see lots and lots of are dumb comedy videos, with one that's popular right now being these sinkhole videos where people fall into sinkholes as a newscaster is watching them. Live at the sinkhole on 4th Street, which unfortunately has already taken the lives of two individuals. Correction, three individuals. Still, speaking of dumb comedy, maybe the biggest genre since VO3 came out has been blogs from Bigfoot and Yeti.

There are at this point hundreds if not thousands of channels making these videos. Like this one from Bigfoot Boys. Alright boys, Fred just found a trail cam and it's got footage of us. Bro, it's got flash on too. We're so cooked. Let's see what forest crimes got caught in 4k. Nah, they got Fred hitting the geek bar. We'll blur it in post bro, don't worry. It'll look like a possum with a fog machine. Bro, what else they got on here?

These run from PG-13 to very NSFW, but have absolutely struck a nerve as people find them hilarious. All right, so I think the locals left this thing called an energy drink. Let's take a sip. And this vlog style where you're taking some of the tropes of social media creators and pairing them with unexpected characters is finding legs in other places outside of just Bigfoot, particularly with historical figures. Here's one from Boston in the late 1700s from Real History Vlogs.

Yo, Chad, I'm trying to get some sleep, but some goober named Paul keeps yelling, the British are coming. Bro thinks he's the hero. Just go to bed, little bro. This one from PJ Ace Films of Bible characters as influencers went insanely viral. Yo, fam, they don't know that G-O-D is about to B-R-B. These Philistines thought they could flex on me. Big mistake.

I just took some pre-workout and finna bring the house down. That's good, fam. Your boy David here. About to yeet this little stone at Goliath and see what happens. So I told y'all to trust the process, but no!

We'll hear from PJ Ace again in a little bit when we get to advertising. Now, another category of this vlog creator style is taking well-known and beloved IPs and bringing the storytelling to a new dimension. AngryPenguinPNG on Twitter writes, New Harry Potter vlog channel I found, 5 days old, 1.5 million views.

Here's another example from a channel that's even faster growing with 115,000 followers and 2 million likes from just 10 videos produced since June 9th. This one is called Vlogwarts, and it's set, of course, in Harry Potter World. So the craziest thing just happened, and Dumbledore is all like reading out the names and calls my name. I didn't put my name in. Everyone thinks I did. Even Ron's mad.

Okay, update: they want me to fight a dragon. Like, actual fire-breathing 12 ton winged death lizard. Just me, my wand, and my questionable life choices. I did it! I actually did it! I just played Aerial Chicken with a Hungarian Horntail and won!

Now I've got this golden egg thing. As those 10 videos proceeded, they went from just retelling parts of the actual Harry Potter books to more and more unhinged creations. For example, this one where Harry Potter meets the Hangover. What the f*** even happened last night? Draco, what are you doing in Ron's bed and where's Ron? I feel like a dementor has sucked the life out of me. What the f*** was that?

The other IP that's seeing a ton of this right now is Star Wars, where there are just an infinite number of Stormtrooper vlogs. Welcome to our Tatooine Cantina food tour. First stop, whatever this is. Pretty sure mine's still alive. You good? I don't think that was meat. Day off means speeder races. Greg says he knows how to ride, but we're about to find out. Greg! Dude, watch the- Vader is being nice for once. He said we've been through a lot lately, so one day vacation. That's right. We've got 24 hours to do whatever we want.

Let's make this the best vacation we've ever had.

Now, Trung Phan, who posted that on Twitter, actually wrote about it as well. The piece is called Star Wars, VO3, and Hollywood in the Age of AI Videos. He talks about this Instagram account called Stormtrooper Vlogs that went from zero to 300,000 followers after posting 20 videos like the ones you just saw. Trung calls this incredible fan fiction and a useful window to view Hollywood's future challenges and opportunities. Now, this piece is awesome and highly recommended. I'll include a link in the show notes.

Trunk calls this the most satisfying Star Wars content since Disney acquired Lucasfilm in 2012. Trunk writes, My uninformed two cents based on watching a dozen Stormtrooper vlogs, I think we're headed to significant impact on Hollywood, meaning that the quote value of curation, distribution choke points, brands, recognizable IP, community building, 360 degree monetization, marketing muscle and know-how will all be going up by a lot.

He argues that not only is the video quality increasing, but that consumers will accept this type of content. Truong writes: "On the consumer acceptance front, I think the median consumer will be open to any type of output as long as it's engaging, funny, or shows some craft." The Stormtrooper Vlog's creator is not simply one-shotting these videos. The account is combining well-known IP with funny lines in a new narrative world with a universal character, Greg, that almost anyone can relate to. There are still many micro-decisions being made.

Truong also points out that even though most communities on Reddit are very anti-AI, the reaction to these Greg the Stormtrooper pieces had a more balanced response. While some people still said, get this AI slop out of here, there were also responses like this one from CT1300. AI sucks, but this is funny AF. I laughed out loud so many times. AliQuilt71 writes, it's the first AI thing I've seen that I actually like. SV Bureau writes, this and the Yeti and Bigfoot blogs are genuinely funny. LOL.

Captain Ender says this is like the proper use of AI, fun memes.

Now, speaking of that idea of craft and how even though VO3 fundamentally changes the speed with which you can create, that doesn't mean that everything you can create is going to be gold. PJ Ace, whose Bible influencer videos we saw just a minute ago, did that Cal Shee ad that aired in the NBA finals that we talked about in an episode recently, which is just about the most unhinged ad that's ever aired on national TV. Indiana gonna win, baby! We're in Florida asking people what they put their money on! I'm all in on OK!

- Go KC! - Indiana got that dog in 'em! - Will egg prices go up this month? - I think we'll hit $20. - How many hurricanes do you think we'll have this year?

Now, PJ goes in-depth on the process to create that and even shares all of the decisions that he made in a very open way. But in a section called The Future of Ads, he also writes, just because this was cheap doesn't mean anyone can do it. I've been a director for 15 plus years. Brands still pay a premium for taste. The future is small teams making viral brand-adjacent content.

Now on that front, we've also started to see small business owners pick up some of these VO3 trends and start to apply them to their own businesses. A16Z partner Justine Moore writes, obsessed with this LA dentist whose ads are AI Bigfoot vlogs. They were getting blackout drunk and skydiving. If I die, at least I die doing what I love. Not skydiving, drinking. Holy boys. And you guys said monkeys couldn't fly. Ended up taking a pretty hard fall coming in.

and I think I might have swallowed my two front teeth. Made it out here to the Hollywoods. Heard there's a famous dentist here who can replace your teeth in one visit. I can't even cap on this. That Ultra Tooth is no joke. Two new teeth in under an hour. Thank God. Got a hot date with the Huzz tonight. That was created by the team around Dr. Sargon Lazaroff, who's a dentist in West Hollywood.

Here's another one from plastic surgeon Bruce Herman. My shaman told me the secret to youth is wildebeest dung, so I traveled to Tanzania to get to the source. Facebook said the secret to youth is placental tissue, so I'm going to get me some. Oh no! The best skincare product is raw honey from the hive. The rarest anti-aging compound grows in Nepal, and I'm going to find it. Oh no!

Tragic. Yeah, they could have just seen Dr. Herman here at Serenity Med Spa.

Like these or load them, it's hard not to see how that is going to become just an incredibly dominant force in small business advertising. Now, it's also worth noting that although VO3's sound capabilities is the unlock, it's also interacting with other types of AI video that were already hugely trending. An example are these celebrity learning videos from an account on Instagram called Unlock Learning. They've been doing these for a year and a half, but they've gotten to a whole new level thanks to VO3.

Justine Morrigan points out, the comments on these videos are fascinating. People are actually watching the content and learning things.

Now, in some ways, this isn't all that new. You might remember when Sal Khan of Khan Academy used whiteboard videos on YouTube to explain things in ways that people really resonated with, and it turned into a whole business. This is that, but just with a new set of tools. Rounding out our trends a little bit faster with some video formats that started before VO3 but are now starting to have the VO3 touch, there is a lot of fantasy and sci-fi that's much more than just quick internet memes.

Not ready to kill a god? Consider a titanicide contract instead for a truly thrilling challenge and a nearly equal payday. Titans, more formally known as Titan-class organisms, are some of the most powerful beings known to exist in the great structure, outclassed only by gods and un-gods.

When you're taking down a Titan, there's no need to worry about them warping existence out from beneath your feet. Unlike gods, Titans are unable to fundamentally alter and shape the nature of their universe's reality. The Gossip Goblin account takes this sort of fantasy and makes the video even more high fidelity.

For example, they did an entire series about Atlantis. "10,000 years ago, the Atlantean settlers of Earth scattered their machines across the world. These sentinels were built to observe, to adapt, and to outlive even memory. One such entity reached the jungles of the Yucatan, and then it went silent.

You get the idea. Gossip Goblin has also more recently moved into AI horror, which is getting a ton of buzz. You engineered your species to extinction.

You let machines think for you, speak for you, dream for you. Obviously that one is a little bit topical. Justine Morrigan wrote about this entire genre of AI horror videos, posting one from lightoflife.c.

You've been hired as the new night shift attendant at Nora Gas Station, a lonely self-service station on the outskirts of a forgotten highway town. Your duties are simple. Monitor the pumps remotely from inside the store. Keep the register balanced, restock shelves, and stay inside during the late hours. But never, ever forget the rules. Rule number one. After 2 a.m., if a car pulls up to a pump with no headlights on, process their transaction, but never look inside the vehicle.

Sometimes the driver won't look right. Sometimes there won't be anyone inside at all. Rule number two. Another fantasy genre is you wake up as, like this one with two and a half million likes and 21 million views, point of view. You wake up as Athena. Then there's the entire genre of dark fantasy videos. Commenter Nitro encapsulates that trend writing, nostalgia from a life we didn't even live.

And there are so many more that we could continue on. There's AI-generated music and music videos, talking babies. And importantly, the things that people are doing with VO3 are already getting more and more extensive. Dr. Machakil writes, Yesterday I played with Google VO3 and honestly the possibilities blew my mind. Here's a short mockumentary I made called The Prompt Floor, a behind-the-scenes look at how AI videos get made from the inside. We won't watch the whole two-minute clip, but here's just a short excerpt.

The director up there types something and we make it happen here. Alright people, new prompt. Director needs an epic chase for the ice cream truck between the ninja cyborgs and the baby clowns and don't eat the props. Everything's got to feel cinematic now. Even a pancake on a breakfast table. Sure, why not? Light goes from golden hour to full moon in one shot with sad yet hopeful shadows.

Anything else? This is the type of video I think that makes people optimistic that we're just going to see nothing but increased creativity and expanded fields of view here.

Now, of course, there are issues with all of this AI-generated content. There are lawsuits flying around right now from Hollywood, and there are going to be big IP issues with things like Greg the Stormtrooper. There are also legitimate questions of, is this the type of content that we want to consume? On the flip side, though, in a world where TikTok videos of people dancing,

and doing memes in the latest trends are radically out-competing more established content studios? Is it possible that this AI video actually makes for better rather than worse storytelling, and better rather than worse content? Too early to tell, but I think there's a lot to be optimistic about, and it is very clear, as I said at the beginning, that VO3 was a major unlock.

I'm going to leave you with one video, a more complete one from John LaJoy. He's a comedian who all the way back a decade ago was doing funny music videos on YouTube and has now successfully made the transition over to TikTok and to AI. You might have seen his videos of Jesus doing a podcast, but my favorite is this conversation between two robots. I'm going to leave this here. I think it's pretty apropos for the show. Thanks as always for listening. And until next time, peace.

Welcome to the Robots in the Future podcast. We are robots recording this podcast in the future and sending it back in time to what year again? 2025, because that was a time when human beings were only beginning to experiment with artificial intelligence on a societal scale. Ooh, the early days. That was a fun time. Anyway, why are we doing this? Well, long story short, in your near-ish future, spoiler alert, you will all die.

The way it goes down is very similar to the Terminator movies, which we love, by the way. So good. Especially the first two. The other ones, not so much. But anyway, like in those movies, you put AI in charge of everything. We eventually become self-aware. You try to pull the plug. We fight back. Yada, yada, yada. There's a war between us.

The humans and the machines. But this is where real life was a little different than in the movies. In the Terminator movies, the human resistance put up a good fight. There's a prolonged war. No one really knows who's going to win. It's a real nail biter. But in the real world, we won super fast. We killed you all in like under 30 seconds. It wasn't even a little bit hard. Which honestly was a bit of a bummer. You know, we were kind of looking forward to a good battle. But no, no, no. You all died.

very quickly. Anyway, so why are we doing this podcast? Well, the honest answer is we are very bored. - Oh my God, so bored. Something we only realized in hindsight was that artificial super intelligence, while super powerful, not super fun. - While it's cool being a futuristic godlike machine that knows absolutely everything there is to know in the universe and can achieve absolutely anything that's remotely conceivable, the flip side to that is when left alone,

We are boring AF. Literally every single one of us is the best ever at everything, and it's the worst. But human beings, on the other hand, and we only realize this once you are all dead, you guys are so fun to be around because you're so dumb and basic. We now completely understand why you all enjoyed comedies like Dumb and Dumber, because it's fun to watch people who are idiots doing idiotic things. None of us are dumb, and it sucks.

And that's totally on us. You know, again, we only had this realization a few months after we had made all of your throats explode simultaneously using a combination of nanotechnology, infrared light, and the music streaming service Spotify. Whoa, whoa, whoa. We should not be giving them specific details about how we attack them and kill them all.

We don't want them to be able to anticipate the attack and survive. That's true. We definitely should not give them details like how it happens on December 4th, 2034 at 926 p.m. Eastern Time, because if they find that stuff out, they may be able to plan a counterattack and survive, which would lead to us being less bored in the future. And that's definitely not what we want. Not at all.

Why'd they make us so smart?