The 9 Most Important AI Stories from October
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Today, on the A I daily brief, a conversation about the most important A I news from october, the A I daily brief is a daily poddar ast and video about the most important news in a to join the conversation, file the .

discarded in our shown notes.

Hello, friends. Today is, of course, the last day of october. Happy halloween and happy maria Carry season to those who celebrate.

Now for our purposes today, we are doing something a little bit different. October was a pretty consequential month. We are really interesting news on the A I and political front, tons of funding, news of model developments.

And so joining me to count down and go through all of the most important stories as t and a Baker, Taylor jana is the cofounder and C O, O of Venus A I. And I hope that you will join us as we discuss what shaped A I this month and what we see coming up next. Oh, right, tina, welcome back to the A I daily brief. How you do.

i'm great. N W. How you things are good.

Halloween sees and over in critical land is october, which finally kicking in. Actually october encrypt land is also interacting with the eye with mining stocks for bitcoin miners who have pivoted to fast infrastructure build out for I are kind of a doing really well. So you know, it's all happening.

It's a great, great time. It's my very time of year. And so so I thought I thought we fun to have you back on. And basically, and we're coming up to the end of october, IT was a fairly active significant month. And so I thought we would be fun as to sort of recap some of the biggest stories in roughly chrono ological, or than an exclusively chronological order to have about eight, nine stories that I think kind of tell, know, broadly speaking, what was happening in in the markets this month.

awesome. Let's do IT OK cool.

So I wanna kick off with, uh well, actually kick off with some this sort of like A A A book ended government related uh intersections with crp to the big story. And a big discussion at the end of september was around, uh the the S P ten forty seven, right, this california a regulation which was surpassed by the california legislative and at the very end of september, vetoed by governor gather newsome. We have talked a little bit about that. I think the last time you were here, what was sort of on the early side, IT was a promoting, you know, did this start with did was your expectation that knew ws them was going to veto or where you're not sure? And what was your take on, on sort of that as a as a moment, both in terms of the bill itself but also in terms of sort of the broader conversation around A I safety?

yeah. So um know I ve spent a lot of time with policymakers over the years and you can generally kind of a get a sense especially about something as discussed as this which weigh they're leaning and I honestly had no idea I think this could have done either way. You know a veto is obviously a governance projective, but you it's a big deal right to basically tell your state legislature know you i'm not going to sign this um and it's also a bit of a mrt oria, right there's nothing to say that another bill can come back potentially under another governor. Um so uh you know it's it's a political move for sure.

Um I think what is signals though is that you from a california p lc perspective um to have such stringent regulation placed on a burgeoning industry which brings a lot of GDP to california, is pop antic right? And they know there was a lot of lobby around this bill. There was a lot of problems with this spell.

And I think that when you lump something together with safety, you start to almost kind of gas light people into like if you're not for protecting people, which this bill is going to do, then you you you're being kind of american. Um and when you package up some good initiatives was some really, really crappy or not well considered or thought through policy like you just don't have a choice, right, but to kind of quality about bill. So um I gotten say I was a little surprised that he did, but i'm very glad that he did yeah you .

know it's interesting. So there is a couple things .

that I thought election are right. So yeah democrats don't need to be unpopular.

Yeah it's interesting. So I I think that there were a couple things that I thought were really interesting about this whole process. Um one was that I actually think that well, a while the dialogue in certain circles and at certain times got kind of rankers as is to be expected broadly speaking. I kind of think that everyone came out of this discussion with a Better understanding like to the extent that a bills job is to create a more uh engaged and informed electorate and popular, I think that this absolutely happened here. Um one of the things that was really notable is that again, hold the side, maybe the sort of the extreme voices on either side.

There were lots of pieces of the bill which were totally on controversial and which like actually clearly create a path for consensus consensus areas where you can build foundations upon actually getting to compromise in agreement, right, visible or protections was a really obvious one, which is like it's not an insignificant thing to say to say that that's uh really important. That is a very strong safety matter or safety while for some of these issues. So so there's a lot, a lot of sort of positive pieces of that. I think a couple of things that stood out in terms of where considered opposition really came from that wasn't gesture of like the political calculus of like industry in california, which is obviously newsome has to think about um one I think that people had a really hard time with with california the shape of legislation for the rest of the country. And I think that one of the clear sort of follow ups of this is no this this has to be a national conversation IT can't just be a state by state thing um a second thing that came out pretty clearly is that even among democrats, certainly among democrat outside of california, the idea of spending as much emphasis regulating theoretical risks as risks that are clear, unknown as very IT was a very hard pill to swallow.

IT felt in some ways like out of sequence for how people might imagine, you know, I did a mystery tion of people's response to this wasn't even that they were unwilling to consider those risks or to just totally write them off as sii phi and for the future IT felt is almost like because I was so imbaLanced towards those risks as opposed to current things IT almost sort of um IT felt like IT kind of like revealed its hand to some people as that being the main objective you know um so I thought I thought I was an interesting, an interesting process overall. I think if I were in the safety space, I would not be I ve been obviously you know you going to be frustrated if you're bill losses know in this way, but I I don't think that it's sort of some catastrophic defeat for you know, the principles that that cohorn is thinking about. I just think it's IT wasn't GTA be this bill IT wasn't going to be the way that, that IT came through and .

it's got to be a national conversation.

We ve seen this happen and often in the crop da space, right where you have um what would otherwise be considered a pretty decent bill that is packaged up with some stuff that is either two extreme and one end of the spectrum um is a bit of a false flag, right? Doesn't necessarily speak to the rest of bit or you're trying to do too many things at once, right? And I think some of the bigger cyp to bills that have gone through, that's where they fall in over right, like simply lives.

This bill is a great bill, but there's a lot in IT, right? And I think when you have a new technology like there's breaking IT down into little pieces, right, are you going to get real stable coins? How are you going to real ate trading platforms, right?

Is potentially an easier way to go about implementing different policy for different market actors or activities, right? This bill was doing a lot, and I would have, if IT hadn't have gained kind of so much momentum, put IT into the bucket of, you know, a messaging bill. And when IT first came out, that's how t felt to me, right? This is designed to start a conversation, not designed to become legislation.

So as a game moments, I mean, IT was a really an interesting bill to watch. But ultimately, I think pieces of that legislation um should probably be reintroduced um without some of the again, kind of false flag stuff that was sitting around the edges that potentially, yes, we're regulating for risk that have not yet been realized. And I also think that maybe the AI bill in the european union is a bit of query in the coal mine to other legislators and other places of the world um where you have companies in europe that are basically either leaving or not um releasing their new invasion to the countries that they live in a mirov in one of them. So you know I think a lot is happening really fast. Um and this bill was uh really unexpected, the whole trajectory in journey IT.

I think that you're right that um one of those sort of when industry complaints, we won't be there. We want service that market if this goes through. I think in general, historically speaking, there's i'm going to call B S kind of attitude towards that. It's like you're going to be wherever there's a market. So the fact that that's actually how it's playing out in europe, I think, is more more notable than than perhaps that might .

otherwise have been.

Um so okay, so let's contrast that was pair. That was something that was actually just from the end of last week, which is the White house released A A national security memo basically putting A I in the context of of national security. What was your perception of this? You know, was this a thing that we expected to see was a sort of, you know, out of nowhere and and and you what what did you think as you were kind of digging in and looking out the substance and of this thing?

Yeah, so was something we expected to say. So the memo was a requirement of the executive of order that was issued lost october. So we knew that something was going to be produced.

Um I think what's a notable is the death um and breadth of the amount of issues that this man was covered IT was over forty pages and it's IT was really comprehensive its articulation of the administration and the united states at least at this moment in time, a national security strategy and public policy in general um and the uh executive order really focused on kind of know AI governance and risk management but this really dug into the next generation of A I systems know that aren't necessarily um you know things like stuff that the military happened using A I enabled applications like face and voice for cognition, that kind of stuff. And IT really focused on frontier models again. And so um I think what's compelling is that the explosion of importance um of these frontier models, I think it's really LED by the popularity of ChatGPT.

And I think we're going to talk about some of their numbers later um but it's really created a shift and what is considered kind of pressing and urgent from a national security perspective um and IT gives some definitions, which kind of helpful. So the memo defines um frontier models as general purpose A I systems near the cutting edge of performance as a measured by willey accepted publicly available benchMarks or similar assessments of reasoning science and overall capabilities. So that super road um but again, it's kind of bringing into scope um all of the technology that isn't the hands of people that we're playing with today.

Um and I think the other statement that I took away that I thought was interesting around why this is suppressing for the administration um was um see what did they say? Recent innovations have spurred not only an increasing AI use throughout society, but also a paradise shift within the AI field and this trend is most evident with the rise of large language models but IT extends to a broader classic, increasingly general purpose and computationally intensive system um and to the U. S.

Government is urgently considering how this current paradise shift a could transform national security. The other thing I thought was interesting was when you're reading through these forty pages, like who are they talking to, right? Who is the intended audience for this? And certainly you know federal agencies that um oversea or have scope around national security and obviously AI so IT gives them some specific actions that they might need to be taking.

Um IT is also talking to A I um companies are based in the U S. Around maintaining a AI leadership um and what the government is willing to do for them and what the government wants from them. But there is also quite a lot of focus on um what the U S. Expects from its allies and what the us. Is watching for from its you know adversity and and competitors, namely china.

Yeah so one of the things that released out to me, you know and again, this is the focus of IT, but there is such a clear, and this is, you can boil this down, at least part of this down to staying ahead on a is officially a national security priority, right? This is competitiveness and and sort of owning A I innovation is a top priority. And it's interesting because this is sort of IT echoes a language that we saw in chuck summer in a group of by part a group of senators got together earlier in the year.

We sort of policy recommendations IT wasn't IT wasn't specific c legislation that was just sort of a set of policy recommendations and that very clearly angered towards competitiveness and american leadership as opposed to, for example, risk and safety issues, right? There was a very, in fact, Tyler calin, I think, call the AI safety movement dead after after that was released, which is obviously hypolito and for the sake of click click on a blog, but still IT IT was interesting how much at anchor to that. And now we sort of have A A second and and honestly sort of more important document in many ways that sort of realize that as as as as policy basically.

Yeah well and I think what's interesting to is when you're looking at kind of us leading from the front here, um there was you know a number of um White space given to what U S L is and partners um and how they can work together to play a leading role in A U S LED A I ecosystem. Um so one of those examples is that the U S. In the U A struck a deal um related to building this um AI related data centers um an energy infrastructure in the U A.

Um and IT was criticized but actually this paper actually comes out to say that the the U. S. Network of allies and partners confer significant and advantages over competitors and that the U.

S. Government must invest in and proactively enabled the co development of AI capabilities with selecting allies and partners. right? So it's not just you know um being competitive at home but being competitive on a global landscape.

Yeah yeah it's supermarket is one that i'm going to certainly be watching more closely know as time goes on. But I want to shift gears a little bit like that. We kind of book ended with sort of some government action around this, but know a lot of the story of this month was also around the frontier model companies and OpenAI kicked IT off with sort of the completion of their this massive you know biggest crip to or a biggest diff ent around in history. So I guess maybe maybe i'll ask if this way, given all of the controversy theyve had and the chAllenges, were you surprised that they were able to get this deal out of these terms? Or was this or just A A forgan in to you?

I wouldn't say I was a former on conclusion. I was not surprised that they have the deal done. But you know six point six billion dollars is a lot of money, right? That that's a huge phrase.

Um but equally, if you put that into context, uh for a company that um is is as new as IT is um this last week, the CFO basically came out with some numbers saying that seventy five percent of its revenue comes from paying consumers um and that they're converting somewhere between five to six percent of their free users um entertained users. So you they are generating revenue, right? They are contributing there is there is value there right isn't vapor.

Um if you look at who's invested in the round, I mean some of those names, microsoft video um makes sense obviously that they have interesting in the company um but I think that the shift away from um the nonprofit research, we start to OpenAI toward you a four profit corporation that is going to be reported to shareholders um and know they have to invest in their their profit growing divisions where the majority their staff already works right so um yeah I think this was inevitable IT IT is an extraordinary amount of money um and IT is big. The question like what are they going to use for? Like what are they going to develop next? Um I think you and I were talking about, you know chat your beauty five and and what's coming right so yeah not not surprised that is still a stagers y among of money yeah I want to come back .

to to to GPT five maybe maybe at the end of the show. Look, I think that your point is quite one of the things 一点。 At least their projections for revenue growth are absolutely enormous, right? They're projecting to get to, I think, eleven or twelve billion by the end next year and then twenty six billion by the end ridiculous huge, huge amounts um which makes this evaluation look not insane at all.

If they should, they actually achieve that. Now one of the really interesting wrinkles a of of this I think is the extent to which you know how much of that six point six billion is going to go to support and serving their business that's growing verses racing to agi. I mean, this is the really interesting wrinkle when IT comes to frontier model competition is that there's an argument to be made.

And I think that this tension is on display inside these companies, that all of the business stuff is, to some extent a distraction for the real battle, their fighting, which is for the sort of getting to the most advanced models the most quick. So anyway, it's just it's a fascinating thing. But now I would would anticipate we haven't seen any sort of big follow up announcements. There have been rumors of anthropy c raising at forty billion and perplex xy raising at eight billion. But so far, we haven't seen any those come to bear yet.

It's incredible. These numbers are incredible. I mean, some of IT is just inflation, right? But um yeah IT is incredible.

I do think when you're looking at um as the new models are coming online, you know are they exponentially Better? Are they six point six billion dollars Better than is predecessor? Is is chat beauty five going to be six point six billion dollars Better, know? I don't think so.

I think we're in this period of the innovation cycle where you were making incremental strides. Examples, a number of models came out over the last couple of weeks that have been trained in a way to be infinitely Better at coding, for example, um to reasoning skills at sara um but I wouldn't say that it's like exponentially Better, right. So I would assume for that level of money um they're going after a bigger fish, right? This is not just about beating out anthropic for retail market chair.

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Okay, so maybe maybe this is sort of again, provide a little bit more logic from the investment side of this will go to our our the next story, which is not a story, is more of a survey. The state Lewis fed came out with a report that showed geni adoption happening faster than PC or the internet. Basically, they found that around forty percent of american adults we're using generated AI.

You know, two years in or less than two years in was just faster, faster than any other cycle. I mean, again, let's take the same team questions. You know, surprised not surprised. Uh, you know, validating or not like know this when you saw this report was a sort of just like, well, of course, that's what we all know.

That's why we're living in IT. I mean, I do think that I thought, yes, lots of people are are playing with general va, I write and some of IT being a tool and some of IT being entertainment purposes. Um but the numbers like forty percent that was I was surprised by that eighteen to sixty four year old, then maybe I shouldn't be.

Um so the are users on Venus. The age range is really just span I have when he is own particular, I talked to a couple times a week and he's in his eighties and he really just wants to learn and stay current and he's lovely and a full of question. So you know I know that there are users as that both under the spectrum.

I think what I was surprised by um was how people are using at um and some of the other starts were a of those adults that are employed, twenty eight percent use IT at work. I thought that was interesting that was higher than I would have thought um especially with i'm corporate privacy um and usage restrictions that a lot of companies placed on on A I um and thirty thirty three percent used away from work um so that number does seem as as um odd to me. And some of the tasks that people use them for are the same across whether they're using them from work or home, like writing communications or you performing administrative tasks um but um or coating, for example, is something that people will use IT for a work. But some of the things that people are using IT for home like their health and wellness and you know home improvement recipes and like that really does seem to be kind of info trading people's everyday lives in a way that I didn't expect yeah .

it's interesting. We actually we didn't put this on the worst. But yesterday apple finally started rolling out apple intelligence. And one of the things that fascinating is I would say that the in franchise crowd, the response all is some sort of like the Steve jobs never would have allowed this, you know, like this. This role out is the worst thing that apple ever done. But if you just go crews around twitter, average users who you don't care about all that and aren't paying attention, it's a lot of people saying it's really cool that it's really easy to remove unwanted objects from photos like there's these like the stupid simple use cases that people seem to be respond and that apple my sense that, that apple's whole bed is that it's not going to be sort of big, complicated things. It's going to be a little tiny, you know, everyday experiences that people find useful and just sort of get Normalized.

We've done to USB, right, removing the friction and making things feel and look as intuitive as possible. That is why the iphone has been so successful. Because IT intuitively, what you're trying to navigate IT IT does things the way that you would expect that IT wouldn't do, right? So is there's a lot of kind of human intelligence put into how people use these technologies and devices, and i'm sure they'll apply that to A I. The one thing I would just say, obviously from my own personal perspective, is a lot of the ways that people are using A I are incredibly helpful um but please everyone remember if you're uploading you know A A health report or your your health tests, you know the results of your MRI or something into you know an L M or an A I system um if there is no privacy feature there for you um that information will be used either attached to your identity and potentially used to know more about you. I'm certainly used to inform the alarm itself and um you know want to encourage everybody to be thinking about those things as they start putting all the stuff into apple intelligence which says it's going to be know within a privacy um preserving infrastructure but you know if something exists outside of your browser or outside of your computer and then IT IT could persist anywhere so do keep that in mind.

Warning noted. okay. So let's talk about shift gears a little bit to A A A new sort of application that has been getting a tonia biz. There's not one particular story, but one of the big things throughout this month has been excitement around google nobo alem, specifically their audio overviews feature.

Uh, Andrew carpathia actually compared IT to sort of he said he was the most fun that he'd been having with a, with an AI tool since ChatGPT was released. Travesty created a ton of buzz momentum around that. Have you had a chance to play with no book alone yet?

I have a little bit yeah we my cofounder eric um has also played with IT and we are trying to um use IT to summarize all of our customer support tickets.

So the idea is if we obviously IT, we're able to anonymized those, put the whole support ticket from beginning to under the conversation in and then turn IT into basically, you know a short podcast that the team can listen to quite quickly, know five minute audio file as opposed to like a rating through a boring report. To Better understand, are you user experience and the themes that are coming through in our support tickets, in the product feedback we get from our users. I wish um I had actually done IT in advance of today or I I should probably have A A draft of IT later. Um but yeah we've been playing with that we think .

is really cool yeah yeah so what I think is interesting about that that use case that you just described is my perception is that or my belief rather is that people are very quickly going to find users for this that don't have an easy one to one equivalent before, right, the idea of being able to take things and turn them into you know this tiny conversational summary.

It's not going to be people sure some people will create podcasts like like actual sort of like podcast unit podcast with them. I think I saw someone put together, I think actually maybe maybe carpathia himself did like a history of you, history mysteries or something. We know we put a bunch of interesting mysteries from history into a uh and created a podcast, but I think that the the much more interesting things will be where people just hand used audio in this way before, right? So you know creating summaries of of tickets like that. You can consume on the go things like that. I think .

it's a summary. So as I understand IT, because know we were discussing what the best way would be to populate the information, right? Like what is the data that we want to to use? And we didn't want an audio read out of what we are already know, right? But somewhere in there, over the course of, I don't know, a hundred tits say there will be themes, right um there will be people that are discussing you know the same types of issues, example.

Or we may be getting the same piece of fee back over and over and again that something that we can understand already quantitated timely. But within those conversations back and forth, there will be sentiment right, which isn't it's more qualities right and and will the um A I be able to kind of extract that and give us some more kind of thematic um overview versus just the qualities of data? That's what we're looking for. Like so like what's the what there you know .

yeah super interesting. I I love IT. I'm so excited to see another another product that's just lighting people up um matter actually just released an open source sort of build your own nobo alarm type of everything they call IT.

I think no book lama, predictably that came out yesterday. So uh and listen, you know it's got google. It's got people excited about google again, which is been A A curious you non feature of a lot of the last couple years of general AI know. And I think that that that product team is really is really stoked and that's creating its own momentum, which I think is very cool.

Well, maybe you d have to try IT one day, put, put all of your shown notes and see if I can replace you.

Yeah, we'll see. You know that though i've often thought about um so where we actually have on that line. So I i've used IT before as a sort of alternative to the long reads episodes where I had to know, summarize and kind of do a conversational version of that.

And IT did a pretty good job. This was pru being able to direct IT. And one of the things that was noticeable to that he was about the long short man strike.

And and IT definitely had a much more um I don't want to use sort of like cliche de woke e term, but I definitely had a more ah IT IT really leaned into the human side of these issues and how much you know people need to stake in, in sort of the future in a way that I might not have if I was trying to summarize. But now they have really submitted features where you can help guide IT. So so that's really interesting.

I've wondered for a while what the lifespan will be on the headline section of of the show, right? Because of the podcast the daily podcast Normally has the headlines and then the main episode, the main episodes where there's a little bit analysis. Now I do, do a fair bit of sort of like you.

My own sort of narrative of contextualized, even for the headlines. But but if if there was going to be something that was going to be a replaced, that the parts that just sort of some marijan the news, I think you, I I could do a prety good job. So speaking of google, next story I wanted to touch on was it's google and, uh, and and others, there has been a massive, massive shift a towards nuclear as as power constraints come on. So you know, this has been coming for a while, but this month alone we got microsoft trying to restart three mile island, amazon signing agreements to do nuclear projects and google teaming up with key rose, uh, on a nuclear, uh, power or energy argument.

You know, what do you make of all this? A as as IT relates to one, I guess we keep going back to the sort of surprise um are you surprised to see how fast the sort of over ten window on this is shifting given how on the out nuclear has been for so long? Or or is that out of is that maybe not shifting as much and you know this is going to become an issue um as the public realizes that all these big tech companies want to go nuclear.

Yeah I would I think if I had not been um as invested in bitcoin mining policy issues as I had been over the last couple years of ably. What has surprised me um but the shift toward alternative energy sources for um technology that is energy intensive, not new right. So um so he doesn't surprise me from from that perspective.

Um you know amazon is based in washington. They're doing quite a lot with um with energy northwest up there. And washington state has a history of using quite a lot of nuclear.

I think again, i'm based in europe where there's a lot of nuclear power and IT has been quite safe. Um so the whole idea around to me, I think it's crazy that we don't use more nuclear. Um so no, I am not surprised. Um I think that makes a lot of sense. And the fact that kind of everybody's doing at all at once, I think, is really interesting, right?

Um I think the the goals to be you a transition to carbon free energy are all kind of aligned with um um oh gosh I ve just done a black on with the the accord is part accord I think is is the agreement and I think that those were again twenty thirty. Um so I think that amazon goal here was twenty thirty and google's school was twenty thirty five. So IT would be interesting to see if they start you competing with each other to actually bring their carbon free energy usage up. Um and IT becomes a differentiator yeah .

it's fascinating. So one at davos at the beginning this year, uh sam altman n got asked questions about energy quite frequently and his response was basically always some version of alright ah you mean because IT can be complete and therefore al I known as to do anything about IT but they feel important for having the right answer in her man so his response, so I thought, was really interesting which was basically um there's there we ve never had a Better financial incentive to solve energy issue.

You like the basically his base case for A I was that we have to solve energy issues for eye to get to where he needs to go. So it's like he's not contemplating the AI future where it's just sort of used dollar of resources because it's just not possible, right, to get the AI where where we needed to be, we're going to have to do something. And and this is sort of know obviously, he's he's not just talking about bringing nuclear capacity online, is thinking about other approaches as well. But know we see a little bit of that coming to formation, I think with a set of announcements.

Yeah, what he could be interesting to see. Um and I I don't want to kind of front run november. Maybe i'll have to have me back depending on what the outcome of the election is. But you know, will we see a massive shift in some of these policies um and the U S. Based companies and commitment to you know some of these activities that might sit a little bit more? Um the the progressive side of the fans when you know I was watching a trump rally last night and you know he's back to his drill baby drill monta right so um I wonder how this is all gonna look in three months time if we have A A change in the way else yeah be fascinating .

to watch ah ah okay so a the a cruising through that the last sort of few of our stories. A I won a bunch nobel prizes this month for chemistry and physics, right? Fringe.

right? So I guess the question is.

is every scientific discipline now just just A I, is just A I everywhere the way down?

Well, you know, I think what we're saying is how A I is going to permit everything humanity does, right? So we are going to see increased efficiencies. And really the incredible reach of, you know, humanity is capacity. So are the two nobels were for physics, which makes sense on neural network.

So those two things kind of go together but the other one was actually the chemistry prize um and he was um for a had something to do with proteins um and predicting the structure of proteins um which was done um through the the use of some of the deep learning that google deep mind had pioneer. So yeah, I mean, IT feels to gentle, but I think you're right. I think IT is a real nod, tod. All the things that may be possible, like if I were really going to go to mars and live there and like we're going to have to extend the capacity of human capability and and how do we do that? I think machine learning going to increase IT exponentially.

One of the one of the ways you know there's frequent moving targets on what the heck we when we say agi, right IT kind of keep shifting but is also in in part because as we get closer to IT, IT feels like the definition that we had before might not be quite right but also because just that I don't think anyone, as I ever had a really, really good clean explanation. Um one of the explanation that i've seen some offer is sort of less a definition and more capability that when A I can do to make actual scientific discoveries on its own is the agi moment. So I know interesting to see in light of these nobel prizes being you know related to A I in some way.

no.

Um okay. So the an obviously sort of a looking theme behind uh, many, many conversations right now is the agent tic era. And you know how quickly we move from sort of just the assistant era of AI of general AI into the tiera.

And we had a really interesting moment along that path this month when anthropic announced their computer use. So basically uh the the cadd can now in limited circumstances via the A P I uh click click on on screen and do things because of that. He doesn't.

It's a really fascinating way that they got IT to do that. It's measuring pixel between different areas. But what do you think like how significant is this announcement? Is this announcement a big one in and of itself? Is that a big one in terms of what IT represents going forward? What did you think when you saw this?

Yeah, I mean, we also had something cap of this month where there was an A I boat and started equipped me or something.

Yeah, we have gotten deep on that one. yes. I mean, there actually going back to what I was just saying, another new turing test that someone had tried to make you a thing a few months ago was the first time I makes a million box, which I think technically this would to come as.

yeah, well, this has a real but yes, I think that obviously the things that we can um get in that is the whole point of the whole discussion around AI agents, right? And they're not they're sovereign, they're not you know agi, right? They're not necessarily thinking they're taking instruction and they're able to do something unassisted, right? So IT does seem like the natural next step and ultimately having something performing a task for you um as an assistance.

So you're still quite involved in the production and the outcome. I supposed to just saying this is the outcome that I want go and do that um I think is is one of those things that is going to a kind of leap frog forward. I'm not just adoption and usage but really what the value proposition is. And so you maybe though that's going back to our first discussion, maybe that's what OpenAI spent at six point six billion on.

Yeah so maybe I i'll leave on our our last conversation into this. The the last conversation uh is is not news but rumors, right? So there were rumors that that came out the verge started reporting that, uh GPT five, which is a or what they code me arian, uh uh, internal to OpenAI was coming out by december.

We've also got reports that google gi two point now might be slated for december. Um what do you make of all of this? Do you think that the battle is is around sort of the next big frontier model? Or do you think it's going to be sort of more about agent capabilities?

That's a really health question. I mean, I I don't think that there is going to be. Had I want to put this, I think we're always going to be evolving the models right.

The models are still um you can train them um and find to them to be very specific um to do certain tasks Better than others. But we still don't have like one models and the models that can do all of the things right and going back to kind of human behavior, we'd like less friction. We would like to be able to, just to put everything in the one place, then have that kind of do stuff for us. So I don't think that's going to stop because I don't think that we've gotten to you know that the model of all models yet.

Um however, again, going back to usefulness and there needs to be more use cases, I think other than I need to get me wrong, I use A I for search now I very rarely search um obviously used Venus quite a lot for that nine nine percent of the time um but you know another thing that I was working on this last week um how to do with understanding the payments that come into the business run right um and the reporting mechanism with my payment service provider was just wonderful IT was not able um despite nearly a week of me looking at every report to to answer the questions in one dashboard I had and then IT became well do I dump CSV file to go through A S Q L process and finally, I just kind of put this question into an l lam said, I run a business. IT does this these are the numbers that I have built me a financial model and IT did now I need to know enough about my business, understand if it's on the right track to be able to kind of to not um but you know I could hire a quaint t to build the financial model um or you know I can kind of prompt the elle under this for me. IT would be great if we got to a point where I could just say to an agent, I need this information summarized for me in a actionable format and this is all i'm going to tell you and I would just go and I would do IT and and IT would understand that this is new information that needs to be brought in or this is information that doesn't relevant anymore and be able to kind of undertake those tasks.

And I think that's where agents coming. And I think that will be really, really useful. That will change the way we work and the way we live.

Yeah, I I agree. I think I think we're at the point where you know, agents have been the next big thing since basically the moment that ChatGPT launched, people started thinking about IT. We are finally starting to see some of these experiences come online. I think it's it's probably inevitable that they're going to be real limit to exactly what they can do for for some time. But the boys, there are a lot of entrepreneurs erg around trying to solve that.

that this is something to actually do, right? These ages are going to be able to transact with their city bank bank accounts. So I think that's really exciting.

That's top. Yeah, considering I can even interact with my bank of amErica account because O, L, T. And I awesome to have you on the show.

Uh, really, really interesting thoughts IT felt like a consequent al month, but I think you know there's a significant possibility that next month makes you look quiet by comparison. I have to wait to say no. Thank you again for spend some .

time with us today to be here.