Loading summary
Transcript1 lines
- [00:00]
A
OpenAI has dropped GPT5.5 instant. They also have self serve ads manager that OpenAI has been rolling out. Greg Brockman was in court admitting that they're going to spend $50 billion on compute this year. This all happened in the span about six hours before that. We had Apple that is finally going to open Siri up to Claude and Gemini and let you basically pick any model you want to run inside of there. There's also some other interesting Apple news. They're being fined $250 million for anyone that bought a a iPhone 15 Pro or iPhone 16 because of their marketing campaign around Apple Intelligence. They're going to have to pay $100 back to anyone for basically false advertising since they missed their deadline. There's also a researcher that caught Chrome silently downloading a 4 gigabyte Gemini model onto your computer without asking. And so much more. We're going to get into all of it on the podcast kicking this off. Let's talk about Apple. They are finally cracking Siri Open. Mark Gurman, he first was reporting on this whole framework back in March, but there is a new report that came from 925 Mac that is confirming that this is actually going to ship at WWDC on June 8th. This is going to be part of iOS 27 and iPadOS 27 and Mac OS 27. So all of the latest updates are going to be coming out in June and the mechanism is basically called extensions. What this means is that you're going to be able to go into settings in Apple Intelligence and Siri and they're going to pick what model handles what. So you can plug Gemini in, you can plug ChatGPT and you can plug Claude in. And what's interesting is you can actually set custom voices depending on which model is responding. The customization is going to be nice and hopefully a good enough feature to apologize to everyone for why this has all taken so long, especially at the same moment that this lawsuit has come in where basically they're going to have to pay $100 back to everyone that bought an iPhone 15 Pro and an iPhone 16 because Apple Intelligence didn't ship when those were launched and the marketing all basically pointed to it shipping. Okay, let's talk about what's going on with Chrome. There was a security researcher named Alexander Hampfire. He's a computer scientist and a lawyer based in the EU and he caught Google Chrome downloading a 4 gigabyte Gemini Nano model onto the user device. There was no consent prompt. There was like didn't ask you it just downloads this 4 gigabyte model onto your computer. The file is called Weights Bin and it lives in a folder called Opt Guide on device model. Apparently according to Hanoff, he verified the install by reading macOS kernel file system logs. There's a bunch of reasons why this is problematic according to this particular researcher Hanoff. He says that this violates the E Privacy Directive Article 5. 3 which prohibits storing data on a user's equipment without prior consent plus GDPR Article 5 and 25. So you know, this isn't really super great to give 4 gigabytes onto, you know, a billion plus Chrome users computers without any sort of, you know, telling them that they could do this. And the precedent isn't great if you know, every AI company could start downloading models onto your computer and say it's just, you know, part of their software upgrade. I mean these models, the Nano one even there, four gigs, these things just get bigger and bigger. So precedent not good on this. And speaking of multiple different AI models, if you're already paying for Chat GPT and Claude Pro and Gemini and Grok and maybe 11 labs and all of these different audio image AI tools out there, I would love to tell you about my software company called AI Box AI. We have one platform with 80 different AI models on there. Everything from the top AI labs and it is 899amonth. So you get access to all of the top image, audio, video, music models in one place for one subscription. You don't have to have tons of different accounts and most importantly you don't have to have 20 subscriptions on 20 different accounts that cost you a ton of money. So hope this saves you a lot of money. It is AI Box AI. It's how I recommend people get access to all of the different AI models. Use them all, test them all, try them all. I love using Claude for writing and tons of different tasks, but it doesn't have an image generator. So I got to go over to ChatGPT to do that and then that doesn't have, you know, an audio MP3 file generator. So I go over to 11 labs for that anyways. All of those in one platform. You can go check it out links in the description. We have a ton of updates from OpenAI specifically first of all they have a new model GPT 5.5 instant. This is going to be the new default on chap GPT. This is rolling out to everyone on free plus pro enterprise and it basically replaces GPT 5.3 instant. Maxwell Zenith did a whole write up about this and basically said that the headline number on this that OpenAI keeps telling everyone is that there is 52.5% fewer hallucinations. That's the claim that OpenAI is making on this. And these, like the lower amount of hallucinations are specifically on tasks that they are deeming as high stake prompts. So that's medicine, law and finance. They also say that there is 37% fewer inaccurate claims on tough conversations that had, you know, previously been flagged by users. So they were able to kind of look at what was flagged, they trained and made this better. According to the AIME math, it jumped from 65 to 81. GPQA went from 78 to 85. Char VI went from 75 to 81. So basically a bunch of benchmarks we moved up. We wouldn't obviously expect them to release a model if it didn't get better on the benchmarks. The thing that I do think is important is specifically getting better at law, finance and medicine. Those are some really critical areas that you can't have it messing anything up on. They also said that there is a memory sources panel. So when ChatGPT personalizes an answer using any of your past chats or any of your kind of saved memory or your Gmail or any of that kind of data, you can now see which memory it pulled from and you can also delete or correct it. Now this is actually something that I really appreciate because I've had many conversations where uh, you know, I'll have a friend that like use chatgpt or my wife will use chatgpt for something and now when I'm talking about it, it's like grabbing the context of that conversation and it's like, since you're, you know, I don't know, worried about this, your Toyota Corolla, blah, blah, blah. And I'm like, oh man. Like I let my friend ask a question to ChatGPT or ask a question to Chat GPT about his car and now it's, you know, thinks this is my car forever, right? So there's a whole bunch of cases where this can happen. You can delete that. And I think that's super useful. In addition, Peter Gostev was posting over on X and he said that he ran a really complex prompt in Codex with GPT 5.5 and he said that it nailed it in one shot. So I mean, there's kind of all of the hype. It was that. Sponsored. I don't really know what was the relationship between him and OpenAI. I'm not sure, but there's actually a bunch of people that have been saying that Codex, specifically the coding model is really good and they're seeing some awesome improvements with that. And so, you know, it looks like OpenAI is going after the coding industry obviously, since Claude has completely dominated that. The other big news that we have from OpenAI is obviously that they are targeting their IPO and everything wall street is going to be looking at and investors are going to be looking at. And so in line with all of that, OpenAI just flipped the switch on self serve ads manager for all us advertisers. So it is live right now. You can go to ads.OpenAI.com personally I think this is probably incredible opportunity to get your products in front of people that previously, you know, I mean this is a very niche audience. It's cost per click bidding, there's recommended starting bids of three to five dollars a click. So OpenAI is really targeting, you know, premium, more premium products. Five bucks a click. I mean lawyers, dentists, doctors, these people can afford it. If you're selling a hot tub, yeah, you can afford it. But there's a lot of cheaper items that, you know, T shirts from TEMU are probably not going to be making any money on. These $5 OpenAI clicks, there is a conversions API, there's a pixel measurement and there's kind of a whole performance marketer toolkit. They dropped this and they used to have a $50,000 minimum spend. So that was kind of for like a pilot that they were running. They don't have that either anymore. And according to Sarah Fisher at Axios Opening Eyes internal goal is to get $2.5 billion in ad revenue this year and $100 billion by 2030 from this self serve ad program. So like, if we're looking at the context of this, the 2030 number is about the size of YouTube's ad business today. So obviously they're being very aggressive with this. Robert Webster, who runs the AI marketing consultancy Tau, said something that I thought was really fascinating. He said OpenAI is closer to Meta's starting position than Google's. His argument there is that they, you know, they don't have intent. Like people are doing searches on there, they're asking questions, but you know, Google, they're saying, actually I don't really understand his argument that much because he's saying that Google has intent. They know what people are looking for based off of their searches. But OpenAI is more like, oh, we have a whole bunch of users like, like, you know, Facebook but when you're talking to, when you're talking to ChatGPT, you're asking it questions just like you would ask Google. In fact, a lot of people have replaced Google searches with just talking to ChatGPT and other AI models. So I don't quite follow his argument there. I think OpenAI has a massive potential for their ad business. Okay, something else that has happened with OpenAI. Greg Brockman just finished his testimony in the Musk Altman trial over in Oakland. Over on cnbc, they were talking about this. They were in the room. Apparently Greg Brockman confirmed under oath that his personal stake in OpenAI is now worth about $30 billion. And also what I think is interesting, he said that OpenAI is going to spend about $50 billion on compute this year. That is, I mean, just compute. That is wild. The number was about 30 million in 2017, and now we're going to 50 billion in 2026. It was tens of billion and I think 50 this year. That is a huge jump. I think they also previously disclosed a $600 billion spend pledge through 2030, and they said over a trillion and change in basically all of their spending has been announced. But we didn't know exactly what was happening this year. So that's, that's pretty big. Also, as a, just as a side note, this is happening the exact same time that Samsung just crossed a trillion dollar market cap today. And this was all basically on the back of AI memory demand. And they did an 8x profit. The profit went up 8x because of this. And now we have Apple that is in talks with us chip manufacturers. So I think kind of the back end of OpenAI's bill is also going to be someone else's revenue line, right? Like OpenAI is going to spend this $50 billion. It's going to companies like Samsung that are, you know, gobbling up that money to help them add memory into data centers. So whenever you see these massive announcements of spending, it's also interesting to think about where that spending goes, who benefits and what the industry and Wall street and the market is because of that. All right, that's it for the show today. Thank you so much for tuning in. If you got any value out of the podcast, it would help the show out. An absolute metric ton. If you could leave a rating, a review wherever you get your podcast on Spotify, it's the about tab on Apple. You can leave a review, drop some stars. It helps the show out. Thank you so much and I hope you all have an amazing rest of your day, make sure to go check out AI Box AI if you haven't already. Hope it saves you a ton of money and gives you access to over 80 AI models in one place. All right. Catch you in the next episode.