What About... An OpenAI Bubble?

Jason Howell and Jeff Jarvis discuss Yann LeCun’s possible Meta exit, SoftBank unloading its Nvidia stake for an OpenAI investment, an AI-generated artist topping Billboard’s country chart, OpenAI’s talks with Washington over federal loan guarantees, Perplexity’s stance on companion chat bots, Apple reportedly licensing Google’s Gemini, Amazon launching Kindle Translate, and Google Photos expanding with Nano Banana features.

CHAPTERS: 0:03:33: Meta chief AI scientist Yann LeCun plans to exit to launch startup, FT reports 0:09:03: Cambrian-S: Towards Spatial Supersensing in Video: by Li, LeCun, et al 0:10:11: Fei-Fei Li’s World Labs speeds up the world model race with Marble, its first commercial product 0:16:45: SoftBank Sells Its Nvidia Stake for $5.8 Billion to Fund OpenAI Bet 0:20:10: Anthropic Is on Track to Turn a Profit Much Faster Than OpenAI 0:27:40: OpenAI discussed government loan guarantees for chip plants, not data centers, Altman says 0:29:19: @sama: I would like to clarify a few things. 0:38:51: Country’s No. 1 Digital Song Is an AI Smash, But Who Is Breaking Rust? Jeff's Arxiv Showdown 0:47:13: How Similar Are Grokipedia and Wikipedia? 0:49:24: Brain Organoid Computing 0:49:45: What We Can Learn From Brain Organoids 0:51:18: LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior 0:52:00: Shareholder Democracy with AI Representatives 0:53:00: No. 10's synthetic voters 0:55:03: Perplexity's CEO says he's worried about AI companionship apps: 'Your mind is manipulable very easily' 0:56:20: tangentially related; might not mention: Tim Wu and Cory Doctorow’s NPCs: Non-Player Consumers 0:57:44: Apple Plans to Use 1.2 Trillion Parameter Google Gemini Model to Power New Siri - Bloomberg 0:59:05:

Spatial Supersensing

This refers to AI systems that can understand and interpret information in three-dimensional space from video feeds.

AI that understands 3D space from videos.

World Model

In AI, a world model is a system's internal representation of how the world works, allowing it to predict outcomes and plan actions.

An AI's understanding of how the world works.

Brain Organoid Computing

This involves using lab-grown mini-brains (organoids) to perform computations, exploring biological computing.

Using tiny lab-grown brains for computer tasks.