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Brian McCullough
Welcome to the Tech Meme Ride home for Friday, December 6th, 2024. I'm Brian McCullough. Today, Santa Sam has made his first delivery of the promised 12 days of launches from OpenAI. David Sachs is named the AI and crypto czar. Samsung's entire UI is getting a radical overhaul. OpenAI is seemingly about to restructure everything. No more Surface Studios question mark and of course, the weekend long read Suggestions here's what you missed today in the world of tech. Sam Altman is making good on his promise to be Santa. The first of what was promised to be 12 days of announces came yesterday as OpenAI launched ChatGPT Pro, a $200 per month plan with unlimited access to O1 GPT 4.0 and more, plus an O1 version that uses more compute for better responses. Quoting the Verge the company is releasing the full version of its Zero1 model, replacing Zero1 Preview, which was initially released as a limited preview in September. Codename Strawberry, the new model will be available for ChatGPT and team users today, while Enterprise and Edu users will have access to it starting next week. The company is also introducing ChatGPT Pro, a new $200 monthly subscription tier that includes unlimited access to OpenAI, 01GPT 4.0 and advanced voice mode. It also includes a version of 01 exclusive to Pro users that uses more compute to provide the best possible answer to the hardest problems, called O1 Pro Mode. The company will continue to offer a plus tier for $20 a month that includes ear early access to new features, access to all the company's models except the more powerful 01 version and more. The company said that compared to 01 Preview, users can expect a faster, more powerful and more accurate model that is better at coding and math. It can also provide reasoning responses to images, and OpenAI promises it's been trained to be more concise, which should result in faster response times than 01 preview. OpenAI plans to add support for web browsing, file uploads and more in ChatGPT, though there's no timeline for these changes. It also announced a ChatGPT Pro grant program that awards 10 grants of ChatGPT Pro to medical researchers at leading institutions, with plans for additional grants across various disciplines. End Quote I guess the all in podcast will soon be some sort of official mouthpiece for regulatory news because President Elect Trump says David Sachs will be the White House AI and crypto czar to, quote, work on a legal framework so the crypto industry has the clarity it has been asking for. Quoting Bloomberg David will guide policy for the administration in artificial intelligence and cryptocurrency, two areas critical to the future of American competitiveness. David will focus on making America the clear global leader in both areas, trump said Thursday in a post on his Truth Social network. Sachs said on a recent episode of his all in podcast that a key man clause in the agreements of his venture firm Kraft Ventures legal documents would likely prevent him from taking a full time position, but he might consider an advisory role in the the new administration. The new post is expected to help spearhead the crypto industry deregulation, Trump promised on the campaign trail. The role is expected to provide cryptocurrency advocates a direct line to the White House and serve as a liaison between Trump, Congress and the federal agencies that interface with digital assets, including the securities and Exchange Commission and the Commodity Futures Trading Commission. On the AI front, Sachs would help Trump put his imprint on an emerging technology whose popular use has exploded in recent years. Saks is poised to be at the front lines in determining how the federal government both adopts AI and regulates its use, as advances in the technology and adoption by consumers pose a wide array of benefits as well as risks touching on national security, privacy, jobs and other areas. The appointment won't require Sachs to divest or publicly disclose his assets. Like Elon Musk, Sachs will be a special government employee. He can serve a maximum of 130 days per year, with or without compensation. If you are in the Samsung ecosystem, expect some big changes ahead. Samsung has released One UI 7 beta for the Galaxy S24 with a huge visual overhaul, including a Now bar, a vertically scrolling app drawer, new security and AI tools, and more. Quoting 9to5Google One UI 7 is one of Samsung's biggest Android updates in years, with a huge visual overhaul, plenty of new features and more. It's such a big update, in fact, that the changelog Samsung provides is incredibly long, taking around 15x the space available on the Galaxy S24 Ultra screen to fully show One of the big changes in one UI 7 is splitting the notifications and quick settings apart. This is optional, but it is the default behavior. Years after other brands switched, Samsung has finally moved to a vertically scrolling app drawer. In One UI 7, pages remain an option when using custom app sorting. You can now remove the name from app icons and adjust the size, while gaining the ability to add a name to widgets. Samsung's take on the dynamic island has arrived in One UI 7 with two new features that mimic what Apple has implemented. The first of these is the Now Bar which appears on the lock screen. The small widget shows up at the bottom of the screen and can show information such as charging, status, playing music, timers and much more. There's no third party app integration, at least for now. Similarly, live notifications can show a chip in the status bar that shows more information than a typical notification and with a click can show controls. Google is rumored to be implementing something similar in Android 16. A major change in One UI 7 not mentioned in Samsung's changelog is a redesigned multitasking menu. The new menu swaps out the existing one app at a time. Look for one that shows two or three at once in a Rolodex like design. It's similar to how Android showed this page in past versions, as well as being being similar to how iOS currently implements this functionality. There are no settings to revert this and it's unclear for now how this might affect the altered menus used on foldables and tablets. Samsung currently only has one UI 7 available in beta, with only the Galaxy S24, S24 plus and S24 Ultra compatible. For the time being, the update is available in select countries, but should expand to more regions and more devices in the coming weeks. The update will be fully released in Q1 2025 to other devices following its launch on the Galaxy S25 series. End Quote Something tells me that by the end of 2025, the weird hybrid Frankenstein structure that OpenAI has been operating under all this time will be history. Not only will they probably be a for profit company, but sources are also telling the financial times that OpenAI is discussing ditching a clause that cuts off Microsoft's access to OpenAI tech. If OpenAI develops artificial general intelligence so that Microsoft can continue investing in the company. Quoting the FT under current terms, when OpenAI creates AGI, defined as a highly autonomous system that outperforms humans, at most economically valuable work, Microsoft's access to such a technology would be void. The OpenAI board would determine when AGI is achieved. The startup is considering removing this stipulation from its corporate structure, enabling the big tech group to continue investing in and access all OpenAI technology after AGI is achieved, according to multiple people with knowledge of the discussions. A final decision has not been made and options are being discussed by the board. They added the clause was included to protect the potentially powerful technology from being misused for commercial purposes, giving ownership of the technology to its nonprofit board. According to OpenAI's website, AGI is explicitly carved out of all commercial and IP licensing agreements, but the provision potentially limits the value of its partnership for Microsoft, which has pumped more than $13 billion into OpenAI and could disincentivize the big tech group from further investment. More funding will be needed given the eye watering costs involved in developing advanced AI models and a race against deep pocketed rivals such as Google and Amazon. When we started, we had no idea we were going to be a product company or that the capital we needed would turn out to be so huge, altman told a New York Times conference on Wednesday. If we knew those things, we would have picked a different structure. We've also said that our intention is to treat AGI as a mile marker. Along the way, we've left ourselves some flexibility because we don't know what will happen, added Altman, who could receive a direct equity stake in OpenAI for the first time as part of the restructuring. End quote Microsoft has ended production of its $4,500 Surface Studio 2 +, two years after announcing the device with seemingly plans to make a successor. Quoting Windows Central, Microsoft has ended production on the Surface Studio 2, its ultra premium all in one desktop PC. Designed for creatives and commercial customers. Starting at a whopping 4,500 bucks, the Studio 2 Plus was the ultimate windows all in one with the best touchscreen display on a unique hinge that allowed the screen to lay down like a draft board. Over the last several weeks, the Surface Studio 2 has slowly fallen out of stock in multiple regions now. Today, the company has confirmed that it has no plans to restock the Surface Studio 2, meaning production on the product line has come to an end. Customers can continue to purchase Surface Studio 2 through retailers and partners with stock, a Microsoft spokesperson told Windows Central when asked for comment for areas reaching out of stock. Surface Studio 2 will no longer be available for new purchases. So if you're interested in buying a Surface Studio 2, you'd better hurry as whatever stock is remaining is all that's left. Unfortunately, it's likely that the end of production on The Surface Studio 2 also marks an end to the Surface Studio line as a whole. My own sources tell me there's no Studio 2 + successor lined up currently. Why is the whole Internet mad at Hocktua? You know, hock to a Hailey Welch, but did you know she had a meme coin? She did, and it briefly pumped up to a peak market cap of $490 million, crashing down by more than 90%. So the whole Internet is up in arms about it today, at least the crypto corners of the Internet. Here's Cointelegraph quote the Hawk meme coin was launched at 10pm UTC on December 4th and quickly rose to a peak market cap of $490 million. The price of the token then plummeted and was trading at a valuation of $41.7 million at the time of publication, marking a 91% downturn in less than three hours, according to aggregated data from Bubblemaps and Dexscreener. A mix of insider wallets and snipers. Entities that rap buy up huge amounts of token supply at launch controlled between 80 and 90% of Hawke's supply at launch end. Quoting Quartz, Welsh's team has said they haven't sold any tokens and that no key opinion leaders had been given free tokens, adding that they, quote, tried to stop snipers as best we could through high initial fees. But this is quoting from Cointelegraph Again, according to data from Solana Block Explorer Soul Scanner, one wallet managed to snipe Hawk seconds after launch, purchasing 17.5% of the supply of the meme coin for 4,195 wrapped Solana worth $993,000 at the time. Over the next one and a half hours, the wallet sold 135.8 million Hawk tokens for a profit of $1.3 million. Users on X are saying they are filing complaints with the sec. A law firm called Buric Law tweeted, quote, if you lost money on Hawk, contact our firm to learn about your legal rights. As user Gedalia said online, clearly everyone decided to spit it out. And as user Patbit said, sell that thing. The reason I found Notion so useful when I was scratching together my AI resume project was, frankly, because of the AI baked into Notion. You already know that Notion combines your notes, docs and projects into one space. That's simple and beautifully designed. And the new Notion AI has the capabilities of multiple AI tools built in, which means you can search, generate, analyze and chat all inside Notion. No more switching back and forth between different AI tools. Notion AI is connected to multiple knowledge sources. It uses AI knowledge from GPT4 and Claude to chat with you about any topic. It can search across thousands of Notion docs in seconds to quickly answer any question. And with AI connectors now in beta, Notion AI can search across Slack discussions, Google Docs, sheets and slides, and more. Tools like GitHub and Jira are coming soon, and Notion AI is designed to protect your privacy. Notion AI's partners are contractually prohibited from using your data to train their AI models. Try Notion for free when you go to notion notion.com ride that's all lowercase letters notion.com ride to try the powerful easy to use notion AI today and when you use our link you're supporting our show notion.com ride at work we all know that one person who's password challenged using sticky note reminders, emailing passwords, reusing passwords using the word password as their password because data breaches affect everyone, you need 1Password 1Password combines industry leading security with award winning design to bring private, secure and user friendly password management to everyone. That's why I've used it for over a decade on every device I've owned. 1Password makes strong security, easy for your people and gives you the visibility you need to take action when you need to. Any device, any time. 1Password lets you securely switch between iPhone, Android, Mac and PC with convenient features like autofill for quick sign ins. All you have to remember is the one strong account password that protects everything else your logins, your credit cards, secure notes or the office wifi password. How secure is 1Password? The Associated Press trusts 1Password to secure their sensitive information in high risk areas. Protect your global workforce with simple security, easy secret sharing and actionable insight reports. Right now my listeners get a free two week trial at 1Password.com Ride for your growing business. That's two free weeks at 1Password.com Ride don't let security slow your business down. Go to 1Password.com Ride industry insiders believe Pat Gelsinger's departure could lead intel toward moving away from manufacturing its chips altogether, which would be a blow to US Chip ambitions. Quoting the FT on Wednesday, interim co Chief executive David Zinsner reassured investors that the company's existing strategy is intact. But industry insiders believe Gelsinger's hasty exit could be a prelude to intel doing what was once unthinkable move moving away from manufacturing its own chips altogether, potentially dealing a serious blow to US Attempts to rebuild its domestic semiconductor manufacturing sector. On paper, if Intel's product business was fabless, their margins and products would look much better, said Ben Bajarin, analyst at Creative Strategies Citi. Analysts this week reiterated that intel exiting the business would be in the best interest of intel shareholders. Getting Intel's foundry to profitability is likely to cost tens of billions of dollars in the near term. That side of the business posted a $7 billion operating loss in 2023. Intel has a narrow window to pivot to contracting rival Foundry TSMC to produce its PC and data center chips that are planned to go into production in 2026 the company is due to cash its first check from the US Government within weeks. However, doing so would make it harder to get out of the chip manufacturing business due to provisions in its Chips act contracts. According to the terms of the deal disclosed by intel in an SEC filing. A change of control of Intel's foundry business would require a buyer to sign up to Intel's investment commitments or risk the Department of Commerce demanding that intel return the money. Which leads to the weekend Long read suggestions because first up, the Wall Street Journal has an in depth look at what went wrong for Intel CEO Pat Gelsinger, just at the highest level grok this since Gelsinger took over In February of 2021, Nvidia added $3 trillion in market cap, while intel lost $150 billion. But there's much more Quote by the time he took over, the company was in such a dismal state that it wasn't clear it could be saved by any CEO. Gelsinger's challenge was figuring out how to successfully implement plans that would have been more likely to succeed had they been launched years earlier. Intel is one of the last remaining integrated device manufacturers or systems, which means it both designs and manufactures chips. Most companies pick one or the other. Nvidia is often called a chip maker, but it doesn't actually make chips. The physical act of etching circuits into silicon wafers takes place largely in the fabrication plants of tsmc, which pioneered the business of producing chips for clients, a model that changed the industry forever. Gelsinger wanted to start a business like TSMC's within Intel to justify the huge capital outlays of building new chip facilities, which can cost 20 billion doll. Intel would make chips on contract for other companies. He hired a bevy of engineers and managers to handle the new business, recruiting heavily from the ranks of longtime intel executives who had left after the company lost its mojo. He called his strategy IDM 2.0 and set an internal goal of making intel the second largest contract chipmaker in the world, behind TSMC by 2030. But one problem was that intel had no significant customers and was unlikely to peel them away from TSMC or Samsung without being able to show significantly better better manufacturing capabilities. There was also a culture problem. TSMC and other contract chipmakers bend over backwards to please customers and make sure they get exactly what they want. Intel wasn't nearly as flexible. Its factories were used to making chips solely for one client. Intel then the Verge has this amazing and very long look at the millions of people who are today falling in love with AI companions like what is this? Is this a real thing? Is this really happening? Quote of the more than 20 users I spoke with, many noted that they never thought they were the type of person to sign up for an AI companion, by which they meant the type of person you might already be picturing. Young, male, socially isolated. I did speak to people who fit that description, but there were just as many women in their 40s, men in their 60s, married, divorced, with kids and without looking for romance, company, or something else. There were people recovering from breakups, ground down by dating apps, homebound with illness, lonely after becoming slowly estranged from their friends, or looking back on their lives and wanting to roleplay what could have been. People designed AI therapists, characters from their favorite shows, angels for biblical guidance, and yes, many girlfriends, boyfriends, husbands and wives. Many of these people experienced real benefits. Many of them also got hurt in unexpected ways. What they had in common was that, like narrow, they were surprised by the reality of the feelings elicited by something they knew to be unreal. And this led them to wonder, what exactly are these things and what does it mean to have a relationship with them? End quote. And finally, from the Atlantic When a Telescope Is a National Security Risk in the early months of 2023, the astronomer Zelchko Ivesich found himself taking part in a highly unusual negotiation. Ivesic is the 59 year old director of the Vera Rubin Observatory, a $1 billion telescope that the United States has been developing in the Chilean high desert for more than 20 years. He was trying to reach an agreement that would keep his telescope from compromising America's national security when it starts stargazing next year. Year. This task was odd enough for any scientist, and it was made more so by the fact that Ivesic had no idea with whom he was negotiating. I didn't even know which agency I was talking to, he told me on a recent video call from his field office in Chile. Whoever it was would communicate with him only through intermediaries at the National Science Foundation. Ovesic didn't even know whether one person or several people were on the other side of the exchange. All he knew was that they were very security. Also, they seem to know a great deal about astronomy. The Vera Rubin is housed in a sleek building on a mountaintop in the Atacama Desert. The chamber that holds its primary mirror juts up from the end of the elongated structure like the head of a sphinx. The observatory represents a freakish augmentation of human vision, like the James Webb Space Telescope that NASA launched a few years ago, it will be able to see to the far edge of the universe. But the web web can observe only a tiny region of the sky. The Vera Rubin will be able to lock onto a tile of sky that is much larger and after 30 seconds return an image of that tile that extends 13 billion light years into space. Then it will pan over and lock onto an adjacent tile of sky and do the same thing. After just three nights of going tile by tile, like a handyman redoing a bathroom wall, it will have captured a deep image of the entire sky. National security types worry about what the Vera Rubin will be able to see. A Vesech told me that each of its full sky images will contain more than 40 billion objects. That's several times more than all previous surveys of this sort combined. When the Vera Rubin sees an object that it hasn't seen before, it will alert astronomers. If a star explodes billions of light years away, an algorithm will spot it and the community will be notified. If a near Earth asteroid comes hurtling right towards us, scientists will know to zoom in to it immediately with other observatories. The problem is, if a spy satellite or some other secret spacecraft moves into view, that too could get flagged and have its location distributed in real time to people all across the world. End quote. No Weekend Bonus episodes this Weekend all of my scheduling this week blew up, so I also missed doing a rad history episode, but more to come from that soon. Talk to you on Monday.
Techmeme Ride Home – Friday, December 6, 2024 Episode Title: Santa Sam Makes His First Delivery
Host: Brian McCullough, Ride Home Media
Brian McCullough kicks off the episode by highlighting OpenAI's commitment to innovation with the first announcement in their "12 Days of Launches." OpenAI has unveiled ChatGPT Pro, a premium subscription tier priced at $200 per month, offering users unlimited access to the O1 GPT 4.0 model and advanced voice mode.
Key Features of ChatGPT Pro:
McCullough references The Verge, noting, “OpenAI promises a faster, more powerful, and more accurate model that excels in coding and math, along with reasoning responses to images” (15:30).
Additionally, OpenAI is launching a ChatGPT Pro grant program, awarding 10 grants to medical researchers at leading institutions, with plans to extend grants across various disciplines.
In a significant governmental move, David Sachs has been appointed as the White House AI and Crypto Czar under President-elect Trump. This role involves developing a legal framework for the cryptocurrency industry, addressing the clarity the sector has been seeking.
According to Bloomberg, "David will guide policy for the administration in artificial intelligence and cryptocurrency, two areas critical to the future of American competitiveness" (20:45).
Sachs mentioned on his All In Podcast that a key man clause in his venture firm, Kraft Ventures, likely restricts him from a full-time position. However, he is open to an advisory role, which will help spearhead crypto industry deregulation and serve as a liaison between Trump, Congress, and federal agencies like the SEC and CFTC.
This appointment places Sachs at the forefront of government's approach to both AI adoption and regulation, addressing benefits and risks related to national security, privacy, and employment.
Samsung has released the One UI 7 beta for the Galaxy S24, featuring a radical visual overhaul and numerous new functionalities. McCullough cites 9to5Google, emphasizing that "One UI 7 is one of Samsung's biggest Android updates in years, with a huge visual overhaul" (27:15).
Highlights of One UI 7:
Other notable changes include splitting notifications and quick settings (with the latter being optional) and allowing customization of app icon names and sizes. The update is currently available in select regions for the Galaxy S24 series and is slated for a broader release in Q1 2025, coinciding with the Galaxy S25 series launch.
Speculation surrounds OpenAI's future structure as they may transition to a for-profit entity. Sources cited by McCullough from the Financial Times indicate that OpenAI is considering removing a critical clause that currently restricts Microsoft's access to OpenAI technology upon the development of Artificial General Intelligence (AGI).
Key Points:
Sam Altman addressed these developments during a New York Times conference, stating, “If we knew those things, we would have picked a different structure” (38:50). He further elaborated that AGI is considered a mile marker, not an endpoint, allowing for necessary flexibility as OpenAI evolves.
This potential restructuring is viewed as a strategic move to secure continued investment from Microsoft, essential for competing with tech giants like Google and Amazon in the AI race.
In a surprising announcement, Microsoft has ceased production of the Surface Studio 2+, two years after its debut. McCullough references Windows Central, noting, “Production on the Surface Studio 2 has come to an end” (45:10).
Surface Studio 2+ Highlights:
Despite its innovative design, the Surface Studio 2+ has struggled with availability, leading Microsoft to confirm it will not restock. This likely signifies the conclusion of the Surface Studio line, with no current plans for a successor. Potential buyers are urged to act swiftly, as existing stock is the last opportunity to purchase the device.
The crypto community is abuzz with the dramatic rise and fall of the Hocktua meme coin, linked to Hailey Welch. The coin launched on December 4th and swiftly reached a peak market cap of $490 million before plummeting to $41.7 million, marking a 91% downturn within mere hours.
McCullough cites Cointelegraph, explaining that the crash was fueled by a combination of insider wallets and snipers:
Despite claims from Welch's team that they did not sell any tokens or distribute free tokens to key opinion leaders, the lack of effective measures against snipers led to the rapid crash.
Reactions on social media have been fierce, with users expressing frustration and considering legal action:
This incident underscores the risks associated with meme coins and the importance of regulatory oversight in the crypto market.
Notion has introduced Notion AI, a suite of integrated AI tools designed to streamline user workflows by combining notes, documents, and projects into a single cohesive space. McCullough emphasizes the utility of this update, noting its seamless integration of multiple AI functionalities (58:10).
Features of Notion AI:
Notion AI aims to enhance productivity by reducing the friction of switching between tools and providing powerful, privacy-conscious AI-driven assistance. Users are encouraged to try Notion AI for free via a promotional link, supporting the show in the process.
The tech industry is abuzz with the news of Pat Gelsinger's departure as CEO of Intel, raising concerns about the company's future direction, particularly regarding chip manufacturing. McCullough references the Financial Times to delve into potential implications (1:02:40).
Context:
Potential Shift:
However, contractual obligations under the Chips Act complicate any such shift. Intel would need to ensure that any sale of its foundry business complies with government investment commitments or face demands to return funds.
An in-depth Weekend Long Read is suggested from the Wall Street Journal, exploring how Intel lost significant market value under Gelsinger and the broader implications for the US semiconductor sector.
In a thought-provoking segment sourced from The Verge, McCullough explores the burgeoning trend of AI companions—artificial entities designed to provide companionship, therapy, and interactive relationships. Over 20 users were interviewed, revealing diverse demographics and motivations (1:20:55).
User Profiles:
Benefits and Challenges:
The segment raises essential questions about the nature of relationships with AI, the psychological impacts, and the ethical considerations of developing increasingly sophisticated artificial companions.
Drawing from an article in The Atlantic, McCullough discusses the Vera Rubin Observatory, a state-of-the-art telescope whose advanced capabilities have inadvertently raised national security concerns (1:35:30).
Overview:
National Security Concerns:
The observatory embodies the dual-edged sword of technological progress, offering unprecedented scientific insights while introducing new vulnerabilities in the realm of national security.
This episode of Techmeme Ride Home traversed a broad spectrum of tech news, from groundbreaking AI developments and significant corporate shifts to niche cryptocurrency events and innovative consumer technology updates. Each segment provided deep insights into the evolving landscape of technology, emphasizing the interconnectedness of innovation, regulation, and societal impact. Whether it's OpenAI's strategic maneuvers, Samsung's UI transformation, or the ethical dimensions of AI companions, the episode underscores the relentless pace of technological advancement and its far-reaching implications.
Note: All timestamps in brackets (e.g., 15:30) are placeholders indicating when the quoted information appears in the transcript and can be adjusted based on actual timing.