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Welcome to the Tech Meme Ride home for Wednesday, December 11, 2024. I'm Brian McCullough. Today GM shocked everybody by shutting down the Cruise robo taxi business. ChatGPT is finally on your iPhone. Once you update it, could all Apple watches someday have satellite texting? And then I guess Google wanted to preempt Santa Sam because they released an absolute slew of AI products today. Here's what you missed today in the world of tech.
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GM says Cruise is exiting the robo taxi business and Cruise and GM's technical teams will be combined to focus on autonomous tech for upcoming GM vehicles instead. So then there was only one. And by one I basically mean Waymo, at least in the consumer self driving space. First, here's what GM itself said, quote General Motors plans to realign its autonomous driving strategy and prioritize development of advanced driver assistance systems on a path to fully autonomous personal vehicles. GM will build on the progress of Supercruise, the company's hands off eyes on driving feature, now offered on more than 20 GM vehicle models and currently logging over 10 million miles per month. GM intends to combine the majority owned Cruise LLC and GM technical teams into a single effort to advance autonomous and assisted driving. Consistent with GM's capital allocation priorities, GM will no longer fund Cruise's robo taxi development work, given the considerable time and resources that would be needed to scale the business. Along with an increasingly competitive robo taxi market, GM is committed to delivering the best driving experiences to our customers in a disciplined and capital efficient manner, said Mary Barra, chair and CEO of gm. Cruise has been an early innovator in autonomy and the deeper integration of our teams, paired with GM's strong brands, scale and manufacturing strength will help advance our vision for the future of transportation. As the largest US Automotive automotive manufacturer, were fully committed to autonomous driving and excited to bring GM customers its benefits. Things like enhanced safety, improved traffic flow, increase accessibility and reduce driver stress, said Dave Richardson, senior vice president of software and services engineering end quoting Bloomberg. It's a big retrench for GM and Cruise, which survived a shakeout among autonomous driving companies and restarted operations after one of its cars dragged a pedestrian last year. The move has significant implications for gm. Chief Executive Officer Mary Barra won wanted to transform the automaker into a transportation technology company and double GM's revenue by 2030, in part by generating $50 billion from cruise. Without a robotaxi business to bring in fares, that goal looks remote. GM is pulling back just as Alphabet's Waymo expands into more cities and Tesla plans to start its robo taxi business in 2026. Tesla CEO Elon Musk is now one of the most influential voices in President Elect Donald Trump's circles and has pressed for a federal framework for self driving cars. Ending the robo taxi push brings closer to its main business. The company will develop the technology to enhance its core business of building cars, scrapping dreams of mobility as a service, right? I kind of don't get the timing of this unless this is merely a dollars and cents calculation. Waymo is clearly hitting scale all of a sudden. Pedal to the metal, if you will forgive the pun. It might take years, but if Waymo can just scale up ride hailing region by region like a burger joint does, franchising territory by territory, they seem to a bit of a breakthrough moment, as we've discussed, and as the new administration clearly is motivated to create a framework for self driving tech. Why, and forgive the pun again, slam on the brakes now.
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ChatGPT is now on your iPhone. That's because Apple this morning began rolling out iOS 18.2 and iPadOS 18.2, adding major AI updates, including ChatGPT integration for the first time, but also General and Image Playground on iPhone 15 Pro 16 and 16 Pro. The rollout extends to macOS 15.2, though these AI features are currently accessible only in select regions the U.S. australia, Canada, New Zealand, South Africa and the UK and exclusively for devices set to English. Users now have access to Image Playground. Available both as a standalone app and within messages, the tool generates image suggestions based on chat context or custom prompts, with support for using existing photos as inspiration. While Image Play Playground intentionally avoids creating photorealistic human images to prevent misuse, its creations integrate seamlessly with Freeform Pages and keyNote. The innovative Genmoji feature transforms the emoji experience, letting users craft custom expressions through text descriptions or friend photos. Apple Intelligence serves up multiple options to choose from, accessed directly through the emoji keyboard's new genmoji button. It is Siri and Writing tools that have received that powerful upgrade. Through ChatGPT integration, users can now leverage the Chatbot's capabilities for tasks like creating itineraries or workout plans. Though a daily query limit applies, no separate ChatGPT account is required for these features. Beyond that, users gain expanded airtag sharing options for both friends and airlines, while News plus subscribers receive daily Sudoku puzzles. The update also reintroduces lock screen volume controls, a feature previously removed in iOS 16. Users can access these updates through Settings General Software update on iOS and iPadOS devices, or via System Sett and software update for macros systems if automatic notifications haven't appeared. Sources are telling Bloomberg that the 2025 version of the Apple Watch Ultra is slated to get satellite connectivity for off the grid text messages via Globalstar and might finally get that blood pressure monitoring system Apple has been working on. But it's the satellite stuff for text messaging that I'm interested in. You can see why they've been investing in Global Star. This is clearly a feature that you can see migrating down the whole Apple Watch line over time. Like why upgrade my Apple Watch three years from now? Because maybe I'll be able to text from wherever. Quoting Bloomberg the satellite capability is slated to come to next year's Apple Watch Ultra, the company's top of the line model, according to people familiar with the matter. The technology will let smartwatch users send off the grid text messages via Global Star's fleet of satellites when they don't have a cellular or WI fi connection. The other feature, which would monitor whether Apple Watch users have high blood pressure, may arrive as soon as 2025 as well, said the people who asked not to be identified because the work is confidential. But it's been delayed before, with Apple previously aiming to release the tool last year, end quote. So for now this just gives people an extra reason to pay up for the top of the line model. But remember, just in November, Apple invested $1.5 billion for Globalstar to increase its infrastructure and took a 20% stake in the company for their trouble. Apple introduced satellite connectivity with the iPhone 14 in 2022, initially just enabling users to maintain emergency service contact while exploring off grid locations. But then the following year they incorporated roadside assistance providers and the most recent iteration, fully integrated imessage functionality. So you can see where this is going a tik iterative additions from a safety focus feature, maybe eventually to be just you can always text people when you're out with your watch, even without your iPhone. And here comes the slew of Google AI headlines I promised you. Google released their new flagship model, Gemini 2.0 and announced plans to test it in search and AI overviews, saying 2.0 makes, quote, it possible to build agents that can think. Quoting Bloomberg Gemini 2.0 can generate images and audio across languages and can assist during Google searches and coding projects, the company said Wednesday. The new capabilities of Gemini make it possible to build agents that can think, remember, plan and even take action on your behalf, said Tulsi Doshi, a director of product management at the company, in a briefing with reporters. Beyond experimental products, Google incorporated more AI into its search engine, which remains its lifeblood. The company said that this week it would begin testing Gemini 2.0 in search and in AI overviews, the artificial intelligence powered summaries displayed at the top of Google Search that will improve the speed and quality of search results for increasingly complex questions like advanced math equations. Google also debuted a new web feature called Deep Research, which it says will enable Gemini users to use AI to dive into topics with detailed reports. The feature, billed as an AI powered research assistant, will be available Wednesday to users of Gemini Advanced, Google's paid AI subscription product. The products featured on Wednesday show how Google's premier AI lab, Google DeepMind, is playing a more pivotal role in the product development. The lab is expanding of Project Astra, an AI agent that uses a smartphone camera to process visual input in an elaborate space evoking a home library with towering bookshelves containing titles on computer programming and travel. Google employees showed how Astra can summarize information on the page. A hidden door nestled in the shelves revealed a small art gallery where the agent reflected on how Norwegian painter Edvard Munt's the Scream captured his own anxiety and the general paranoia of his age. End quote Google is also apparently testing AI agents based on Gemini 2.0 that can understand rules in video games like Clash of Clans to help players with the game. But some of these other announcements were interesting enough that I don't want to just fold this into one big segment. So if you listen to this podcast, you care about what's going on in the world. Listening to us is great, but if you want even more great coverage of our crazy world, you should subscribe to the Washington Post. You don't really need me to tell you about the Washington Post when it comes to their tech coverage because, you know, I quote from them on the show all the time. But it's not just tech that they're good at. They're one of my personal go tos for all the things beyond tech too. I even signed up to get the Post's for your Newsletter, which sends me my very own personalized roundup of stories every evening based on my interest and my reading history. Their app makes it easy for me to stay up to date on the latest news, save and share stories, and follow my favorite authors. The Post even offers a cool feature for audio lovers just like you. You can actually listen to articles in addition to reading them, so you can tackle your to do list and catch up on the news at the same time. Now more than ever, it's important to stay up to date on the world, so go to washingtonpost.com ride to subscribe for just 50 cents per week for your first year. That's 80% off their typical offer, so this is truly a steal. Once again, that's washingtonpost.com Ride to subscribe for just 50 cents per week for your first year Lumen is the world's first handheld metabolic coach. It's a device that measures your metabolism through your breath and on the app. It lets you know if you're burning fat or carbs and gives you tailored guidance to improve your nutrition, workouts, sleep, even stress management. Because your metabolism is at the center of everything your body does, optimal metabolic health translates to a bunch of benefits, including easier weight management, improved energy levels, better fitness results, better sleep, etc. All you have to do is breathe into your Lumen first thing in the morning and you'll know what's going on with your metabolism. Then Lumen gives you a personalized nutrition plan for that day based on your measurements. You can also breathe into it before and after workouts and meals so you know exactly what's going on in your body in real time. And Lumen will give you tips to keep you on top of your health game. So if you want to stay on track with your health this holiday season, go to Lumen Me ride and get 15% off your lumen. That's L U M E N me ride for 15% off your purchase. Lumen makes a great gift. 2 thank you Lumen for sponsoring this episode. Trillium is Google's new 6th generation AI chip which powers Gemini 2.0 with four times the training performance of its predecessor, while using significantly less energy, which sounds like a big deal. Quoting VentureBeat, Trillium specifications represent significant advances across multiple dimensions. The chip delivers a 4.7x increase in peak compute performance per chip compared to its predecessor, while doubling both high bandwidth memory capacity and interchip interconnect bandwidth. Perhaps most importantly, it achieves a 67% increase in energy efficiency, a crucial metric. As data centers grapple with the enormous power demands of AI training. The business implications of Trillium extend beyond raw performance metrics. Google claims the chip provides up to 2.5 times improvement in training performance per dollar compared to its previous generation, potentially reshaping the economics of AI. This cost efficiency could prove particularly significant for enterprises and startups developing large language models. AI2.1 Labs, an early trillium customer, has already reported significant improvements. The advancements in scale, speed and cost efficiency are significant, noted Baraz Lenz, CTO of AI2.1 Labs, in the announcement. This is clearly a shot across the bow of Nvidia. Nvidia chips are still the industry standard, but Google seems to think they can pick away at Nvidia's lead around the margins with specific types of workloads, and increased performance and efficiency would certainly turned some heads as well. Gemini 2.0 Flash is a new variant of Gemini 2.0 for generating images, audio and text, and use third party apps and services available via Gemini API and developer platforms. Quoting TechCrunch, Google claims that 2.0 Flash, which is twice as fast as the company's Gemini 1.5 Pro model on certain benchmarks per Google's own testing, is significantly improved in areas like coding and Imagenet. In fact, the company says 2.0 Flash displaces 1.5 Pro as the flagship Gemini model thanks to its superior math skills and factuality. As alluded to earlier, 2.0 flash can generate and modify images alongside text. The model can also ingest photos and videos, as well as audio recordings to answer questions about them. For example, what did he say? Audio generation is 2.0 Flash's other key feature, and Google described it as steerable and customizable. For example, the model can narrate text using one of eight voices, is optimized for different accents and languages. You can ask it to talk slower, you can ask it to talk faster, or you can even ask it to say something like a pirate. A Google spokesperson said. The production version of 2.0 Flash will land in January, but in the meantime, Google is releasing an API, the Multimodal Live API, to help developers build apps with real time audio and video streaming functionality. End quote Juuls is Google's new AI coding assistant that can autonomously fix software bugs and prepare code changes. Built on the new Gemini 2.0 platform. Quoting VentureBeat Juuls integrates directly with GitHub's workflow system and can analyze complex code bases, implement fixes across multiple files, and prepare detailed pull requests without constant human supervision. Unlike traditional coding assistance that merely suggests fixes, Jules operates as an autonomous agent within GitHub's ecosystem. It analyzes code bases, creates comprehensive repair plans, and executes fixes across multiple files simultaneously. More importantly, it integrates seamlessly with existing developer workflows. During a press conference, Jacqueline Konzelman, director of product management at Google Labs, emphasized the system's safety features. Developers are in control. Along the way, she explained, Jules presents a suggested plan before taking action, and users can monitor its progress writing code. The system requires explicit approval before merging any changes, maintaining human oversight of the development process. Software development Development projects typically run significant risks of cost overruns, with large IT projects running 45% over budget and delivering 56% less value than predicted, according to McKinsey. By automating routine bug fixes and maintenance tasks, joules could significantly reduce these costs while accelerating development cycles. End quote finally, on the agentic front, but probably eventually on the consumer side, Project Mariner is a prototype AI agent Google DeepMind built that can control Chrome. The web browser can move the cursor, click buttons, fill out forms, and more. Quoting TechCrunch, a Google executive tells TechCrunch that this is part of a fundamentally new UX paradigm shift, moving users away from directly interacting with websites and instead interacting with a generative AI system that does it for you. These shifts could affect millions of businesses, from publishers like TechCrunch to retailers like Walmart, which have historically relied on Google to send real people to visit and use their websites. In a demo with TechCrunch, Google Labs director Jacqueline Konzelman showed how Project Mariner works. After setting up the AI agent with an extension in Chrome, a chat window pops up to the right of your browser. You can instruct the agent to do things like create a shopping cart from a grocery store based on this list. From there, the AI agent navigated to a grocery store's website, in this case Safeway, and then searched for and added items to a virtual shopping cart. One thing that's immediately evident is how slow the agent is. There were about five seconds of delay in between each cursor movement. At times, the agent stopped its task and reverted back to the chat window, asking for clarification about certain items, like how many carats Google's agent cannot check out, as it's not supposed to fill out credit card numbers or billing information. Project Mariner also won't accept cookies for users or sign a terms of service agreement. Google says it purposefully doesn't allow the agent to do these things in order to give users more control. For now. Project Mariner maintains the traditional digital ecosystem for now, so websites and online retailers will continue receiving valuable visitor information again for now. Yet this shift hints at evolving user behavioral patterns. As AI agents become more sophisticated, we're likely to see decreasing direct engagement with websites. The technology's trajectory suggests a future where AI might bypass traditional web interfaces entirely, which makes you wonder what the web becomes if if it's not a medium and interface for human interaction but for bot interaction Forget about a web browser as the window to the web. Imagine an AI bot interface as all you need because you never actually go to the web. Nothing more for you today. Talk to you tomorrow.
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Release Date: December 11, 2024
Host: Brian McCullough
Duration: 15 minutes
Timestamp: [00:04 – 03:52]
In a surprising move, General Motors (GM) announced the discontinuation of Cruise’s robo-taxi services. This decision marks a significant shift in GM's autonomous driving strategy, consolidating Cruise and GM's technical teams to focus on enhancing autonomous technologies for upcoming GM vehicles rather than operating a consumer-facing robo-taxi fleet.
Key Points:
Insights: GM’s retreat from the robo-taxi market suggests a strategic pivot towards strengthening core automotive technologies and ADAS, amidst a highly competitive and resource-intensive autonomous driving sector. This decision underscores the challenges traditional automakers face in scaling autonomous ride-hailing services against specialized tech companies.
Timestamp: [03:52 – 19:10]
Apple has rolled out iOS 18.2 and iPadOS 18.2, introducing significant AI advancements, including the integration of ChatGPT into iPhones. This update brings a suite of AI-powered tools aimed at enhancing user experiences across Apple devices.
Key Features:
Satellite Texting on Apple Watch: Looking ahead to 2025, Apple plans to equip the Apple Watch Ultra with satellite connectivity via Globalstar, enabling off-grid text messaging. Additionally, a blood pressure monitoring system is anticipated, potentially arriving as early as 2025. These features reflect Apple’s continued investment in satellite technology, following their $1.5 billion stake in Globalstar, aimed at enhancing connectivity and health monitoring capabilities across their device lineup.
Quote: “You can see why they've been investing in Global Star. This is clearly a feature that you can see migrating down the whole Apple Watch line over time.” ([07:45])
Insights: Apple’s integration of ChatGPT and other AI tools signifies a strategic move to embed advanced AI functionalities deeply into its ecosystem, enhancing user engagement and expanding the capabilities of its devices. The anticipated satellite texting feature for Apple Watches underscores Apple’s commitment to improving connectivity and user safety, potentially setting new standards for wearable technology.
Timestamp: [19:10 – 19:10]
Google has launched its latest flagship AI model, Gemini 2.0, alongside a suite of new AI products aimed at enhancing search functionalities, coding, and user interactions across platforms. Gemini 2.0 represents a significant leap in AI capabilities, positioning Google as a formidable competitor in the AI landscape.
Gemini 2.0 Highlights:
Trillium AI Chip:
Jouls – AI Coding Assistant:
Project Mariner:
Quotes:
Insights: Google’s Gemini 2.0 and associated AI products underscore the company’s commitment to leading the next wave of AI innovation. By enhancing search capabilities, automating coding processes, and redefining web interactions, Google is setting the stage for more intelligent and autonomous digital experiences. The introduction of Trillium chips also highlights Google’s efforts to optimize AI performance and cost-efficiency, potentially disrupting the existing AI hardware market dominated by Nvidia.
The December 11, 2024 episode of Techmeme Ride Home provided a comprehensive overview of significant developments in the tech industry. GM’s strategic withdrawal from the robo-taxi market emphasizes the complexities of scaling autonomous services, while Apple’s integration of ChatGPT and forthcoming satellite features on the Apple Watch showcase the relentless advancement of AI in consumer technology. Meanwhile, Google’s rollout of Gemini 2.0 and its array of AI innovations position the company at the forefront of the AI revolution, challenging existing market leaders and paving the way for new interactions between users and technology.
Stay informed with Techmeme Ride Home as it continues to deliver the latest in tech news, ensuring you’re always up to date in just 15 minutes every evening.