Episode Transcript
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0:02
This is Kota Radio, episode 571 for May 21st, 2024. Hey
0:15
friend, welcome in to Jupiter Broadcasting's weekly
0:17
talk show. Taking a pragmatic look at
0:19
the art and the business, the software
0:21
development and the world of technology. My
0:24
name is Chris and over there charging his energy
0:26
weapon, also known as a Buma. It's
0:29
our host, Mr. Dominick. Hello, Mike. Miss
0:31
already for you, API? You're
0:35
really getting ready and hunkered down over there. I
0:37
am. I feel like I
0:40
am deluged by AI
0:43
powered, incompetent robots. I
0:46
mean, it has been two weeks deep
0:49
of back to back AI announcements
0:51
from Google and OpenAI. And
0:54
Microsoft is going on right now. I think
0:56
Sam Altman's up on the Microsoft stage right
0:59
now as we record at Microsoft Build. We're
1:02
going to have to get into this. You know, I think it's not
1:04
good for the show, but I think it is what it is. We're
1:06
going to have to talk about this today. Looking
1:08
back at all of these, the Google
1:11
I.O. event seems like the sleepiest low
1:13
energy of them all that nobody's talking
1:15
about the most. It
1:17
just seems like OpenAI's event. Everybody's still talking
1:19
about it even today. Microsoft
1:21
Build, there's a bunch of hardware announcements. They're shipping
1:23
features in Windows. There's people going to be talking
1:25
about it for weeks. Google
1:28
I.O. came and went. I don't
1:30
know. I mean, you're getting Google photo search better. You know,
1:32
you're going to have Gemini and more things. I don't
1:35
know. It's not clear to me what the takeaway is even
1:37
for developers from Google I.O. It really
1:40
seems strange. I was expecting. I
1:44
shouldn't say expecting. I was a
1:46
little disappointed that it felt
1:48
like it was a show mainly for Wall Street,
1:50
right? To say we did not get, you know,
1:53
jumped by OpenAI in a dark alley and
1:55
not a whole lot for devs. Like,
1:57
yeah, I was struggling this morning.
2:00
as I was going through the dock. There's
2:03
really hand-away-vy stuff on AI implementations
2:05
on Android that you can maybe
2:07
hook into, but there's nothing
2:09
clear. Gemini is – I actually pay for their
2:11
Gemini service because I'm kind of doing it for
2:13
the show. I pay for OpenAI,
2:15
I pay for Gemini, and
2:18
I've tried some of the on-system ones like Llama. I
2:21
can't say that
2:23
it's bad. I don't
2:26
know. I almost feel like they're in
2:28
a strategy tax where it's really so
2:30
tied into Google services. I haven't
2:32
found the killer use case for Gemini yet.
2:35
I agree with your take that it was more of
2:37
a presentation for Wall Street and other businesses than it
2:39
was for developers or users. I
2:42
just wonder, okay, so watching what
2:44
Microsoft has talked about OpenAI, what
2:46
Google has talked about, I've been
2:49
reflecting on this interview I watched
2:51
with NYU professor Gary Marcus. He's
2:53
a big AI skeptic. It's
2:55
almost to a parody. In
2:57
an interview with CNBC, which I'll link in the
2:59
show notes, he makes the claim that in
3:01
the last year in change, there's been
3:04
$50 billion invested in, quote-unquote,
3:06
AI. So far, there
3:08
seems to be around $3 billion in
3:10
revenue on the books. So $50 billion
3:13
invested, $3 billion in revenue. What
3:16
doesn't seem to compute or add up to me
3:18
is we already seem to be
3:20
– before we've even really had material products
3:23
actually penetrate the market, it's
3:25
already a race to the bottom. Alibaba
3:27
just announced they're slashing their fees up to
3:29
97%. Google's going to roll out AI
3:32
answers and generation stuff in Google search for
3:35
free. OpenAI announced that the
3:37
free accounts get more good stuff. They're keeping
3:39
the subscription, but the free accounts get more
3:41
good stuff. We see the Microsoft news coming
3:43
today that we'll talk more about. It
3:46
seems like it's already a race to the bottom by the
3:48
biggest companies that can just dump billions of dollars into this.
3:51
Already, it feels like the beginning of this. I'm already not
3:53
seeing where there's room for the small guy, for
3:55
the small business, for the small developer. I don't
3:58
know. Do you feel like they're Do you feel like looking at it
4:00
where you're at now, after these last couple of
4:02
weeks and where Alice kind of fits in, do you think the
4:05
situation is better or worse for say, Alice
4:08
and you? Alice in particular,
4:10
it's worse, right? You
4:12
know, we did, we do have
4:14
a chat GPT integration. But
4:17
a big fear that I have is, I don't
4:19
know if you know this, Chris, people don't
4:21
like to pay a lot for things from
4:23
small vendors, generally, especially if they perceive it as
4:25
packaged software. So
4:29
I'm really concerned that
4:31
that basically nominal fee
4:33
I pay OpenAI for the couple
4:35
of customers that
4:37
actually use the OpenAI stuff is
4:39
going to skyrocket when they decide that they
4:41
can't keep earning money. You put
4:44
in a good stat in our chat earlier, 50 billion
4:46
spent, 3 billion made. I mean, the
4:48
numbers are not pretty at
4:51
all. If it's true, if that number is legit, yeah,
4:53
that's pretty bad. You
4:55
know, it's weird because Alice in
4:57
particular is basically a, we're
5:00
just being used a lot for report automation
5:02
and data migrations for folks who
5:04
have legacy needs, right and
5:06
proprietary systems they may have had built
5:08
years ago. So that's like a weird
5:10
niche that if we were a very
5:13
small company, you know, based
5:15
in Florida, New Jersey would not
5:17
be sustainable, right? Just wouldn't scale. Yeah.
5:19
And actually doing the YC application kind of made me
5:22
say, this is not going to be like a SaaS
5:24
product that makes sense because
5:26
nobody who signs up for it is
5:28
able to just use it as the out of
5:30
the box. We have to do like a consulting
5:32
customization. And it makes
5:35
sense, right? If you have your custom ERP system
5:37
that was written, you know, 10 years ago, well,
5:39
there is no public API for that. We
5:42
have to do the work. We have to get the
5:44
data. We have to sometimes sync the data back. I
5:46
mean, this is maybe too much specifically about Alice. I'll
5:49
put you this way. I put a lot
5:51
of energy into the open AI chat GPT
5:53
integration and I wish I had done something
5:55
else because it
5:57
did not sell. Got a lot of clicks. of
6:00
meetings. But what it turned out
6:02
in practical terms, again, the
6:04
clients for Alice are multi-generational businesses.
6:09
They're boring, right? They're not boring, not
6:11
in a bad way, but they're like
6:14
construction companies. They're produce companies.
6:17
They're multi-generational farms, things
6:19
like that. Companies who
6:21
repair jet engines using
6:23
old-fashioned ERP systems. These
6:26
are not folks who, one,
6:28
want their data to be randomly on open
6:30
AI servers. And two, they have
6:34
very specific, very bespoke needs
6:37
that is frankly why they're
6:39
reaching out to an ISV. Just
6:43
looking back at announcements that people are still talking about
6:45
and the ones that people have completely or have forgotten
6:48
about, we're still seeing
6:50
ripples of information come out of
6:52
the meta-quest Horizon OS announcement where
6:54
they're opening up the Quest devices.
6:56
And when you and I first saw that
6:59
news, we said, well, this is going to make the Quest
7:01
the obvious choice for any kind
7:03
of enterprise application that needs VR or
7:05
AR. And maybe it's not the Quest
7:07
3. Maybe it's like two or three
7:09
iterations from now. But when you open
7:11
up the platform, you allow additional app
7:13
stores and sideloading applications as a matter
7:15
of policy and
7:17
hardware choice, that just
7:19
tends to work best in the enterprise.
7:21
But then you caught this story too
7:23
that Microsoft has announced a preview of
7:26
an API that basically seems
7:29
like a way to bring Windows applications
7:31
into the Quest headset. Yeah.
7:34
Yeah. I saw this earlier today. I
7:36
just put it in the docs. Wow,
7:38
Chris, excellent eye. That's the
7:40
beauty of real-time document sharing, right?
7:44
Yeah. I
7:46
should do a little disclosure here.
7:48
I have often jumped early on
7:50
Microsoft SDKs. Looking at
7:53
you, Metro, I want my $40,000 back. And Microsoft Bot
7:55
Framework, I'm going to go back and
8:00
I just got to stop doing this. But
8:03
this time will be different somehow
8:06
because I think the power of the
8:08
Microsoft development environment, which I know we're
8:10
going to get hate mail, is really
8:12
good. I'm sorry. It just is. It's
8:15
just phenomenal. I
8:17
mean, I have to agree. I mean, look what
8:19
they've done. Look at the length they've gone to with VS Code
8:21
and GitHub alone just to try to make it so. Just
8:24
say nothing for the actual applications, right? Right,
8:27
right. I mean granted, I
8:29
feel your pain if you're supporting like an
8:31
ancient ASP app. I get you. I will
8:34
buy you a beer, right? Or some
8:37
chamomile tea, whichever you need. The
8:39
reality of their modern tooling is
8:41
I think undeniable unless you're just
8:44
a partisan. This
8:46
– so they were kind of shady at build,
8:48
right? They didn't – they're
8:50
calling it the volumetric API. Volumetric
8:53
API. I'm sorry, volumetric API. It
8:56
looks – because I had the HoloLens
8:58
– I didn't – I never bothered to put the
9:00
down payment on the device, but I
9:02
had the HoloLens preview dev kit because I kind
9:04
of shilled out and was like, hey, did you
9:06
put it in your broadcasting? It
9:10
looks awfully familiar from
9:12
what they showed in the demo. Like did
9:14
they basically take what I thought was a
9:16
truly impressive device, the HoloLens, but too expensive,
9:19
and port that to the Quest which I don't
9:22
know, right? Like everybody else in tech, I'm kind of
9:24
looking for my next thing. I don't
9:28
think there's a lot of room for
9:31
the little guys in AI. I think
9:33
your assessment there was accurate. In
9:36
fact, even your good friends at The Verge are
9:38
basically – like Google's whole presentation was don't even
9:41
try it. We're going to drown
9:43
you in the cradle. And
9:45
Sam's also said something similar in
9:48
an interview. He said something like don't compete with OpenAI
9:50
because we're going to bury you. Right. I
9:52
wouldn't even like – like I thought
9:54
about putting OpenAI Alice on
9:56
the OpenAI chat GPT store and I'm like why?
10:01
Seriously, why? I
10:05
can't express how disappointed I was when
10:07
I made that integration and basically I
10:09
threw some marketing money at it and
10:13
the responses were just a bunch of looky-loos
10:16
and even the few
10:18
folks who did become customers. I
10:22
ended up just selling them the classic stuff that we do,
10:25
not the newfangled AI.
10:27
It costs, every interaction with the rate of
10:30
PI costs you money. You
10:32
have caps and it's got to be careful about rate limiting. It's really
10:34
kind of a pain in the butt. With
10:39
this meta – I'm not super
10:41
sold on this. I'm just kind of
10:43
looking at the possibilities here and
10:45
thinking with this Horizon OS announcement
10:48
and as somebody who owns a
10:51
couple of Quest 2s for the kids and I myself have
10:53
the Quest Right.
10:55
I can tell you there's something there. There really
10:57
is truly especially when you do the pass-through mode.
11:01
Before I bought the device, I
11:04
thought the killer feature would be cool VR rooms
11:06
where I could pretend like I'm somewhere else in
11:08
a giant room. That
11:10
is neat sometimes like when I'm taking
11:12
a meeting. I'll
11:15
take a meeting from a space station just because that's funny. The
11:19
way I prefer to use the headset is in pass-through mode because
11:21
I can see the kids, I can see the dog, I can
11:23
see the wife and I can interact
11:25
with people. It's cool
11:27
as hell to have like giant screens
11:30
in my physical space. It's actually
11:32
really a neat use. If
11:35
Microsoft gets on board with that, I just
11:38
think the Vision Pro is so, so,
11:41
so relegated to
11:43
high-end content consumption. Microsoft says
11:45
they're looking for developers that
11:48
produce or provide plug-ins for 3D Windows
11:50
desktop applications or customers that work with
11:52
3D applications on the Windows
11:54
desktop applications who are interested in extending those
11:56
applications into 3D content with mixed reality which
11:58
is what I'm thinking. talking about the AR stuff.
12:01
They've got, they've done the work here, like you were
12:03
saying, with the HoloLens. They just got to bring the
12:06
best of that and modernize it a bit and bring
12:08
it over to whatever, you
12:10
know, whatever the horizon platform is. Yeah,
12:12
like frying some, you know, I
12:15
forgot where they are in Washington. Redmond!
12:17
Redmond, Redmond, Washington bacon here. It seems
12:21
super likely that this volumetric API
12:23
is just a version of the
12:25
HoloLens APIs because of how long
12:27
it's been. It's been years and,
12:30
you know, Moore's Law, right? The quest can be
12:32
cheap. I'm actually, I don't
12:34
know if we talked about this yet,
12:36
but they're creating an Xbox bundle of
12:38
the quest that comes with
12:40
a special controller paired and blah blah blah.
12:43
It's a quest 3. I think I'm just gonna get
12:45
that when it comes out and
12:48
use my quest 2 as a dev machine. I'm gonna give
12:50
this a shot. I mean, I now, I
12:52
just signed up for the preview and I didn't get
12:55
like any special access. The way we'll
12:57
be harassing a couple people I know at Microsoft
12:59
right after the show because
13:02
I, you know, $3,500 is a horse
13:07
pill, right? But this seems like a baby
13:09
aspirin. I think companies will buy these and
13:12
I think they'll buy them. It'll
13:14
take a little while but this is an opportunity to be
13:16
early and, you know,
13:19
my trick, right, when I was 19 years old
13:21
was be early. You know, everybody
13:23
thought iOS was a joke. So
13:28
maybe I'm wrong. It's pretty this way. It's easy
13:30
to gamble $500 than it is to gamble
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so Microsoft has unveiled
15:49
co-pilot plus PCs with
15:52
quote generative AI capabilities baked in
15:55
they've also announced partnerships with
15:57
AMD Intel Qualcomm Acer Asus
16:00
Dell HP and Lenovo who
16:02
will also be producing either parts
16:04
or PCs called Co-pilot plus PCs
16:07
and I guess you can think of Co-pilot plus as sort
16:09
of a minimum quality
16:11
branding. Co-pilot plus
16:13
PCs require at least 40 tops of
16:16
NPE performance at least 16 gigs of RAM and at least 256
16:18
gigs of storage. I'm sure Dell
16:21
and HP are so happy about that.
16:24
Yeah they're good they're trying to be
16:26
like I guess the the Surface version
16:28
Microsoft's version starts at $9.99. Okay. 16
16:32
gigs of RAM isn't really very much for an AI
16:34
PC. No, you're real. Make that like 32. Make it
16:36
at least maybe and maybe more likely 96 if you
16:38
can. And you've got
16:41
all the weight of Windows. Yeah.
16:44
Now also we've got a Snapdragon X
16:46
version. Yeah. Which is claiming to be 58% faster
16:48
than an M3 MacBook claiming 22 hours of video
16:56
playback 15 hours of web browsing
16:58
using this Snapdragon X Elite Co-pilot
17:01
PC. They
17:03
say they got a new Rosetta or like kind
17:06
of like a Rosetta style update thing where it'll
17:08
run some x86 apps at near native speed. Visual
17:11
Studio? I don't know. I don't know.
17:13
I was catching it on the stream.
17:16
It's the only one anyone listening to
17:18
this really cares about. Yeah I don't
17:20
know. We'll have to see with the
17:22
with the Visual Studio and how any
17:24
of that actual compatibility works. But they're
17:26
pushing hard. They say they built a
17:28
new compiler for Windows ARM, a new
17:30
kernel, a new scheduler along with that
17:32
x86 translation layer. And you
17:35
know they're coming right at the MacBook Air M3. Right
17:37
at it. Right straight between the... And well they should.
17:40
Yeah they should. Seriously the MacBook Air
17:44
is just it's expensive but if
17:46
you think about it it's not especially for
17:48
like your general business person
17:50
computer. I yeah
17:54
it's stupidly good. I have done a lot of
17:56
flying in the last three months
17:59
and I don't... I definitely saw Windows PCs or laptops,
18:01
but man, it's just the MacBooks have taken
18:04
over everywhere, especially when people are out working
18:06
in the airport. So
18:08
many MacBooks, so many iPhones, so
18:11
many AirPods. You
18:13
know, all these people that are dressed up on their business
18:16
suits in first class, almost all exclusively are on MacBooks. There's
18:18
a few that are still on the Windows PCs for sure,
18:20
but that's just not how it
18:22
was even just a few years ago. I forgot
18:24
to mention to you, I had my HP Dev
18:27
One in Newark Airport. Right, right, right, buddy. Son
18:30
of a bitch, someone walked right up to me. It
18:33
was early o'clock in the morning, so I don't know
18:35
why this dude was a, you know, chipper. But
18:38
he's like, is that Papa Wes? And
18:42
I said, get out. I
18:44
said, you gotta be kidding me. This is a,
18:46
I thought maybe it was like a joke, like
18:48
a random listener, like whatever. And
18:50
he was just telling me that he bought
18:52
one. He, I'm sorry, he has
18:54
a Lemur Pro, and he's
18:57
a Apple convert.
19:00
They're there, I'm just saying. Your people are out there,
19:02
they're in the airport. Did I have time to listen
19:04
to the show? I did, actually, I was a complete
19:06
whore. Good for you, okay, good. You know
19:09
what, he's gotta be a wise man because he was
19:11
taking the red eye. There are never delays on the
19:13
red eye. True. Okay,
19:16
so, you know, with all this new co-pilot
19:18
plus horsepower, all the tops you can do
19:20
with that, because now they all have MPUs
19:22
built into them, there's
19:24
new features, including
19:26
a sketch along feature that's rolling out
19:29
in Windows. Summarize
19:31
this document type stuff right there in
19:33
the prompt for your documents on Windows
19:35
PC, and the new
19:37
controversial feature that everybody's talking about right
19:40
now, a new feature called
19:42
Windows Recall, and I'll let Sache describe it to
19:44
us. How do we introduce
19:46
memory, right? Photographic memory into what
19:48
you do on the PC,
19:50
and now we have it, so it's called Recall.
19:52
It's not keyword search, right? It's
19:55
semantic search over all your history, and
19:57
it's not just about any document. recreate
20:00
moments from the past essentially. Here's
20:02
how it works. Windows constantly
20:04
takes screenshots of what's on your
20:06
screen, then uses a generative
20:08
AI model right on the device, along
20:10
with the NPU, to process
20:13
all that data and make it searchable,
20:15
even photos. I got to try it
20:17
out. I searched brown leather
20:20
bag. This is Joanna Stern. It came
20:22
up in visual search. There's no
20:24
place on this page that it says
20:26
brown leather bag. It just knows because
20:28
it sees this brown leather bag. There
20:30
could be this reaction from some people
20:32
that this is pretty creepy. Microsoft is
20:35
taking screenshots of everything I do. Yeah,
20:37
I mean, that's why that you can only
20:39
do it on the edge. So this is
20:42
like, you have to put two things together.
20:44
This is my computer. This
20:46
is my recall. And
20:48
it's all being done locally. I just find it fascinating
20:50
that this is what they went to as
20:53
soon as they had the local capabilities because this
20:55
isn't anything new. When
20:57
you go to a restaurant and they've got those ketchup
20:59
bottles now that you can't see through, you
21:02
immediately start suspecting that they're just draining other
21:04
ketchup bottles all into that ketchup bottle and
21:06
claiming it's new ketchup. That's
21:08
what's happening with this image recognition. We've
21:10
had image classification for years now, and
21:12
anybody that uses Google Photos knows it's
21:15
been getting really good. They're just doing
21:17
it with screenshots now. And where does
21:19
Microsoft go as soon as they get
21:21
the capability of classifying images on device?
21:23
Let's go to recording everything you do
21:25
on your computer. Ah. I
21:29
mean, does anybody really want this? Lawyers
21:31
would love this, I think. Lawyers
21:34
would love to have this. It's weird that
21:36
you, we psychically connected there, Chris. I was
21:38
like, this sounds like a nightmare
21:40
to me. Really, dude?
21:42
I mean, could you imagine in discovery if
21:44
you could go back and play the computer
21:46
back in time? This also reminds me of
21:48
a feature that Apple had, the Time Machine
21:50
feature, it'd go into
21:52
this crazy galaxy animation and you'd zip
21:55
through time, like a time traveler to
21:57
recover a file. Microsoft's just also rehashing
21:59
that. Again, it's just
22:01
like they're bottling old
22:03
wine into a new bottle here and they're telling
22:05
us it's new wine and they're taking old ketchup
22:07
and putting it into an opaque bottle. I'll tell
22:10
you it's a new ketchup. Yeah, so they learned
22:12
from their cousins that Apple, right? That's what Apple
22:14
does. Here's features other people have released that we
22:16
smoothed out some of the edges. And
22:19
the reason why I played the whole clip there is
22:21
Sache does say we can only do this because it's
22:23
on device. What do you think about that? Does that
22:25
make it okay that it's all local? I think he
22:27
had to say that. I think if he didn't say
22:29
that, all the tech press, which by the way, they're
22:32
growing out of business at a rate that's
22:34
faster than what is it, lemurs going off
22:36
a cliff. But
22:38
all the remaining tech press would be hammering
22:40
them for privacy. And you
22:42
know that Apple is going to come out in white
22:44
robes on like
22:46
a pope, right? Yeah, it's all
22:48
on device. Although
22:51
I hear spicy, saucy rumors that
22:53
Apple is going to just buy their way
22:55
into this, get a deal
22:57
with good old open AI. Oh
22:59
sure. Oh, I'm sure they'll have to find it. Google's fighting to
23:01
– well, I mean look how much
23:03
everything they do with Siri is basically punted off device
23:05
too. Well, first
23:08
of all, Siri can't play a frickin'
23:11
song in my car, so I feel
23:13
like this is – I don't
23:15
know. My fear here –
23:19
so I'm going to try this volumetric API stuff.
23:21
I think if they give me access, I'll
23:24
do a Skunkworks project. I'm
23:27
super scared that this is going to be another adventure
23:29
where I lose tens of thousands of dollars because
23:32
it feels that way, doesn't it? I
23:35
mean I guess the upshot is that Meta is more in the
23:37
driver's seat for this one than – more
23:40
in the driver's seat than Microsoft is and Meta's
23:42
really bet the whole farm on this. Yeah,
23:46
I mean you could even – you eventually could
23:48
bail on the volumetric API and just do something
23:50
directly on device, I suppose. Yeah,
23:53
I'm curious. Okay, so because the Meta
23:55
headsets are powered by Android, so is
23:57
this building off of Xamarin slash Maui?
24:00
I mean that's a possibility, but it didn't
24:02
seem like that from what we get, but it's
24:05
so early They're only you
24:07
know if you could get in the developer preview
24:09
you'd answer that kind of question That's for sure
24:11
well because now he's gone nowhere fast right yeah
24:13
You take the hollow lens stuff you take a
24:15
little Maui bring it together now It's something brand
24:17
new for the a IVR metaverse era New
24:20
stuff bottled in the old stuff bottled in the
24:22
new bottles Really the
24:24
theme isn't it hmm Man,
24:27
I don't know I I
24:29
out of all of this I do think those VR headsets
24:31
or at least have some potential having used them Let's
24:34
talk about I don't really want really get into it
24:36
very much, but since our last
24:38
episode It seems like there's been some sort of house
24:41
cleaning happening in open AI Key
24:43
people that have been there for like sometimes
24:45
since the very beginning have left one
24:48
of those individuals Spoke to the press
24:50
Daniel could a Joe I think that's how you say
24:52
his name He reported that he lost
24:54
85% of his family's net
24:56
worth for not signing the non disparage agreement
24:58
It turns out that open AI had a
25:00
non disparage agreement Or if
25:02
you spoke out against the company they could claw
25:05
back all of your investment Vox
25:07
covered that and reported on it and
25:10
then Sam came out and said It
25:12
was an accident to put a clause that could cancel
25:14
equity if they said something I don't like my bad.
25:16
He says my bad and they're gonna take that out
25:19
Yeah, but if the journalists hadn't blown the whistle on
25:21
it, it would still be in there I
25:23
just happened to accidentally get in there Pretty
25:26
big clause about you say something
25:28
bad about us at any point
25:30
indefinitely no expiration And
25:32
we get to claw back your equity just
25:34
hypothetically imagine if we had this for the
25:36
YouTube and reddit comments Like
25:40
we get we get to find them forget ads
25:42
we just find them every time they troll us
25:44
You know people left citing disagreements with open AI
25:46
leadership saying it's not on the
25:48
right trajectory Safety what
25:50
that wasn't being taken seriously. This is kind of
25:52
you come at the king. You better not miss
25:55
right? You do you knew this was gonna happen
25:57
you They
25:59
tried to do a coup, right? The Iliya tried to do
26:01
a coup, a bunch of the rest of them. He
26:03
was going to get rid of
26:05
them. That's what I was thinking, there had to be
26:08
some housecleaning. He had some sort of snarky tweets.
26:10
And honestly, I think
26:13
if folks were being fair, I mean
26:16
not that I want to be super fair to Mr. Altman,
26:18
but you know,
26:20
if somebody tried to do a coup on
26:22
one of us, I'm sure we would get
26:24
rid of them. I mean I don't see
26:26
a world where like I'm sitting here like
26:28
patience on a monument forgiving people. I would
26:30
be like, okay, I'll wait 90 days, right?
26:32
I think I probably agree with you.
26:34
It's just some of
26:36
the weirdness around some of these people's departures and then
26:39
this disparagement clause and then pretending like you didn't know
26:41
it was there, I just don't buy that. But the
26:43
thing that I think was more revealing than
26:45
any of that was this whole thing
26:48
that went down with Scarlett Johansson. I mean, we
26:50
talked about it last week that the voice sounded
26:52
a lot like Scar Joe. It was the Black
26:54
Widow. And while
26:56
Scar Joe found out now, ironically,
26:58
people have taken Scar Joe's letter about this
27:00
and played it back in an AI that
27:02
sounds a lot like her to explain what's
27:04
going on. And I just thought that
27:06
was pretty funny. Last September, I received an
27:09
offer from Sam Altman, who wanted to hire
27:11
me to voice the current chat GPT 4.0
27:13
system. He told me that
27:15
he felt that by my voicing the
27:17
system, I could bridge the gap between
27:20
tech companies and creatives and help consumers
27:22
to feel comfortable with the seismic shift
27:24
concerning humans and AI. He
27:26
said he felt that my voice would be comforting to people.
27:28
Isn't that weird? It does sound a lot like
27:30
her, doesn't it? Yeah. And that's
27:32
not even necessarily the Sky voice. They did pull
27:34
it down after she released
27:37
this letter. I guess supposedly he
27:39
approached her last September after if they
27:41
could use her voice. She
27:44
said no. Then I guess they
27:46
more recently tried to contact her and
27:48
she had not gotten back to them in time. And
27:50
then this announcement came out. Now she's
27:52
talking about legal fights
27:55
and supporting regulation.
27:58
And the reality is... is that I think
28:00
it was her voice and Sam Altman's on
28:02
record just really kind of having a thing
28:04
for the whole movie. The number of things
28:06
that I think her got right that
28:09
were not obvious at the time, like
28:11
the whole interaction model with how humans are
28:13
going to use an AI, this idea that
28:15
it is going to be this like conversational
28:17
language interface, that was incredibly
28:20
prophetic and certainly more than
28:22
a little bit inspired us. I mean,
28:24
it sounds like
28:26
he wanted to use Scar-Jo's voice regardless
28:28
of what she said. And now
28:31
it's going to really flare up this
28:33
whole fight between the creatives and the
28:35
AI industry and copy protection and trademark
28:37
and really just put their foot in it.
28:40
This is a little bold, right? Yeah,
28:43
he wanted a hit. And then he
28:45
claims that the voice, this is in a
28:48
statement from Sam, he says, the voice of Sky is
28:50
not Scarlett Johansson. Never intended to even
28:52
resemble hers. No, and has nothing to do
28:54
with that film, her, right? Which by the
28:56
way, I don't know if Mr. Altman has
28:58
seen the entire film. Kind
29:01
of ends bad. Yeah. And
29:03
then he says, but out of respect, we've
29:05
paused using Sky's voice on our products. I can
29:07
translate that for you. On
29:10
the advice of our council, we've paused these. Yeah.
29:13
Yeah. Yeah. Well,
29:16
remember, again, Sam, not
29:19
the Ashok's Richard Hendrix boy
29:21
that he might be portrayed
29:23
as, used to run Y Combinator,
29:26
very entrenched in the Valley, already a
29:28
very rich man before he started this.
29:31
And the guy behind World Coin, which wants to scan
29:33
your eyeballs. Yeah, I thought that was done though. Yeah,
29:36
it's only done in some areas, but they still kind
29:38
of, it's just, which is an evil thing. Anyways,
29:42
I bring, I point all this out because to
29:44
me, it seems like the tech industry has pinned
29:46
their hopes on Sam
29:48
Altman and OpenAI, and
29:50
then it kind of trickles down from there. And what Microsoft's
29:53
come up with, it's
29:55
interesting-ish, but I don't,
29:57
I don't, I'm not going to use the Microsoft Sketch
29:59
tool. to have it sketch
30:01
along with me and you know there the
30:04
funny thing about their capture
30:06
to utility their their recall thing is
30:09
that it's gonna be riddled
30:11
with screenshots of people's private and personal information it's
30:13
they say in there that if you use edge
30:15
in private mode they won't capture that and
30:18
that if you're watching DRM content they won't capture
30:20
that but that would they
30:22
will capture everything else and we capture everything in
30:25
Firefox and Chrome and if you know it's just
30:28
it's bad overall for user security because you know
30:31
if nothing else you're gonna have people
30:33
sitting down at people's Windows computers that aren't properly
30:36
secured and they're just gonna go through what everybody's
30:38
been doing on their computers or
30:40
or somebody gets hacked and then it's like
30:43
the only thing of value that I really see
30:45
that they're incorporating is like the summarize features but
30:48
even that it sometimes misses important context
30:50
when it summarizes and
30:52
none of them are really solving for hallucination before
30:54
they're building these things in like this they're building
30:56
this in at the operating system level at the
30:58
application level at the service level and
31:01
they're not solving for hallucinations they're
31:03
better than they used to be and they're better than
31:05
the smaller self-hosted stuff they
31:08
still get it wrong sometimes and
31:10
they're just rolling it out it's
31:12
wild and I'm just and in some of it's
31:15
you know some of it's like okay you're doing image recognition
31:17
okay we've been doing that for a little bit all
31:20
right you've got really really good text prediction so
31:22
you can you know statistically guess what the next
31:25
word should be and then produce a pretty accurate
31:27
summary sometimes but not always
31:30
if these are semi-useful features and I use them
31:32
on the daily I don't know
31:34
if they're worth 50 billion and I don't know
31:36
if they're worth all of this investment in hardware
31:38
and software and it's you know I just got
31:40
back from red hat summit and
31:42
red hat summit was the same thing all
31:44
about AI all about AI at the enterprise
31:46
level I feel like ever since the mobile
31:49
app explosion and kind of
31:51
the you know the leveling out of that they've
31:53
been searching for the new hotness we've been talking
31:55
about this for almost two years though I think
31:57
it goes further back dude the tech industry starts
32:00
after 1971 when we start managing
32:02
the dollar more, when
32:04
the Federal Reserve starts keeping
32:11
an eye on the stock market, and then you see
32:13
tech really take off around
32:15
the.com boom, and you saw
32:18
this crazy investment that totally exploded,
32:20
and since then it has been one cycle
32:22
after another because it's all a creation of
32:24
Wall Street. When you think about real end
32:26
users, a lot of the stuff is just
32:28
thrust upon them. All these people
32:30
have iPhones because they have to have a phone. People
32:33
are using Windows computers for the most part are using Windows computers
32:35
because they have to. It's not this
32:37
utopia that they painted out to be. No,
32:40
I don't think it is. I also don't think
32:42
that... I don't
32:44
know how to put this correctly, but we'll take
32:46
a swing. When
32:48
you have just a few big,
32:51
glorious Soviet style companies
32:53
that control everything, you actually
32:55
don't get the new, hot innovation. For
33:00
example, I'm going to go back to my favorite hobby
33:02
horse, the launch of the iPhone. If
33:04
you had... In fact, I was
33:07
studying ActionScript before that year. Do
33:09
we have to explain what Action... I think we do, don't we? Because,
33:13
yeah. Stay a while and listen. Gather
33:16
around. So, there used to
33:18
be this company called Adobe that, believe it
33:20
or not, was actually a big force in
33:22
software development at the time. They
33:25
had this product called Flash that
33:28
they had bought from a company called Macromedia. Yes,
33:31
I know you don't know what that is, kids. Well,
33:34
they have this programming language called ActionScript. How
33:37
would you describe it, Chris? I
33:39
guess it's like if you knew Flash,
33:42
this was sort of like a scripting
33:44
language that could execute things using the
33:46
Flash runtime. Right. It was
33:48
almost like... I would say the closest modern
33:50
comparison is TypeScript. It
33:52
was meant to be like a nicer JavaScript with classes
33:54
and things like that. And they
33:56
have this platform called Flash, but they have this
33:58
other platform... called Adobe Air.
34:01
I like how you're laughing.
34:07
This reminds me now a little bit of like, we
34:10
have Flutter, which is
34:12
not the equivalent, I'm not trying, but it's,
34:14
yeah. So at
34:16
the time, if you
34:19
were up in, let's say, Manhattan, working
34:21
like I was, or trying to start out,
34:24
I was basically doing Java applets for folks, which
34:27
was even then like an ancient technology. Every
34:30
wise agency owner or like older person you
34:32
met that knew what they were doing would
34:34
say, you gotta get into Adobe Air,
34:36
man. All desktop apps are gonna be Adobe Air,
34:38
all applications, they can run on the browser. Very,
34:42
technically it wasn't like Electron, but
34:44
fundamentally the idea, the practical end use
34:46
was like it's basically Electron. Except
34:49
it very importantly was not HTML5
34:51
and JavaScript, it was ActionScript running
34:54
on the Flash platform, which Adobe Air was like
34:56
the desktop rep version of that. Well
35:00
then a little company called Apple, which was
35:02
like right back then, their big thing
35:04
was the iPod. And it was, I
35:07
had a click wheel iPod, and I had that thing
35:09
for years, because it was a tank, you
35:11
could drop it. I mean that thing did not
35:13
break. Yeah, but they were firmly a consumer, a
35:16
somewhat, fairly successful, although
35:19
success would be redefined after the iPhone, but
35:21
at the time, a seemingly successful consumer electronics
35:23
product company. Yeah, right, and at this time,
35:25
I'm running like Ubuntu 904 or like 810,
35:30
I don't remember which one. Everything was
35:32
brown, right, it was the UPS operating
35:34
system. Literally, I went
35:36
to Barnes and Noble, there's like rows of,
35:39
I don't think younger folks will
35:42
understand how just preeminent Flash was,
35:44
right? Seriously, the
35:46
computer's like, oh. You
35:50
have that on the soundboard? Yeah,
35:52
I got the Ubuntu. That's
35:54
amazing. The
35:57
African operating system that's really from Britain. So
36:00
yeah, I'm studying ActionScript and then just
36:02
by happen chance, I end up getting
36:04
into iPhone development. But
36:06
all that air momentum, all that
36:09
ActionScript momentum ended overnight. Steve
36:12
Jobs came out and said, yeah, there's no flash on the iPhone. That's
36:15
it. We had to really kind of re-figure out how to deliver
36:17
video on the web. I remember YouTube was
36:19
a flash platform. You remember Barry that? Yeah,
36:21
everything. You couldn't open the videos on the
36:24
iPhone browser anymore. It
36:26
was a wild time. And then
36:28
the Android products, some of the Android vendors would lean
36:31
in on the fact they supported flash. Oh yeah,
36:33
Air built in. Like, it had the Adobe logo on
36:35
the bottom. I haven't seen it advertised yet. Oh
36:39
man, those were the days. But
36:42
my point being is that was an
36:44
inflection point that if you asked all the smart
36:46
people in the industry,
36:48
no one would have predicted. It
36:52
was crazy to take the bet. Yeah, I agree.
36:55
In fact, people laughed at it quite literally. I
36:57
got laughed out of a room. I tried to
36:59
get a job. I won't say the name, although
37:02
they've subsequently changed their name. But at a big
37:04
digital agency in New York as a developer, because
37:06
they had hired me multiple times as
37:08
a kid and they were paying me decent rates, not
37:11
because they wanted to, but because two
37:13
of their biggest clients demanded an iPhone
37:15
app. And they didn't want
37:18
to risk another vendor coming in and being able
37:20
to snake the larger contract, which you'll love this.
37:23
Their real bread and butter was selling them SEO, which
37:25
also was going to be killed by the
37:27
AI stuff. So
37:31
I tried to say, well, just hire me.
37:33
I'll be your iPhone developer. Because
37:36
at the time, iOS apps were
37:38
pretty simple. Can
37:41
you make a table view with a list of ... and then you
37:43
click on a thing and you go to a detailed page? They
37:46
didn't believe it. They were so adamant that this
37:49
was a fad. I
37:51
remember the lady that I reported to
37:53
as a contractor had a very nice
37:55
big sister conversation with me, like, you
37:57
need to get out of this. Oh,
37:59
yeah. because the iPhone thing is going
38:02
nowhere. Oh, yeah. And she's like,
38:04
I'm never giving up my Blackberry.
38:06
I had similar experiences trying to
38:08
encourage clients and places I
38:10
worked to incorporate Linux. Like,
38:13
you know, for database jobs or file server jobs
38:15
or print server jobs or proxy server jobs or,
38:17
you know, these types of things
38:20
where Linux could just snap right in. I definitely think
38:22
there's a period in my career where I didn't get
38:24
as far as I could have because I was the
38:26
Linux guy in everybody's eyes. And
38:28
the idea was that it was a fad
38:31
that the adults in the room, like IBM and
38:34
SCO and others, were going to come in and
38:36
just sort of wipe Linux out.
38:39
Then, of course, then they started all the SCO
38:41
fail. IBM became a
38:43
Linux company. You know, it's funny how it just
38:46
went the opposite direction, but they were so convinced.
38:48
So it was the Microsoft reps. And
38:51
I was the kid saying
38:54
that I think this Linux stuff, I think we should implement this.
38:56
It's just going to solve some problems, save us some money. It's
38:59
funny how that kind of stuff works. You got to be at the
39:01
right age. You can't be too old, can't be too young. Can't be
39:03
too old, right. It's harder for me. I'm
39:05
really thinking of losing another $40,000 on
39:08
this volumetric API. But,
39:10
you know, it's harder for me to take those kind of risks. Yeah,
39:13
yeah. And also,
39:15
you know, it's like you have more
39:17
of an established view and
39:19
things that have worked that haven't worked. And
39:21
so I think there's something to being young
39:23
and malleable and
39:25
recognizing something that's kind
39:28
of a game changer that people that have been around
39:30
a bit longer can't seem to see as easily. I
39:32
don't know a good way to say this, but when
39:34
you're young and you're like a bachelor or a single
39:36
gal, you don't really have
39:38
any responsibilities, you can take crappy deals
39:41
to build up. Yeah. But
39:43
when you're older, like it would be hard for me to
39:46
take a, you know, break even deal on
39:48
the quest right now just to get in
39:50
there. Because I have,
39:52
you know, other projects
39:54
or other, you know, clients I could
39:56
do work for that are profitable.
40:00
And I've got, you know, blended family, we've got
40:03
three kids between us. It's
40:05
tough. We're back in the day. I was
40:08
just happy if somebody bought me lunch. Ask
40:10
not what your podcast can boost
40:13
for you, but what you
40:15
can boost for your podcast. I was going to
40:17
say Crash Master got you lunch. 25,000 sets. Oh,
40:20
hell yeah, he did. Great show again. He
40:22
says I had a new Pixel 8 set up, and
40:24
I forgot to get my Podverse boost name. Podverse on
40:27
Android is now slowly getting better, by the way. Here's
40:29
helping survive the ad winner. Thank you very
40:32
much, Crash Master. We appreciate that. You
40:34
know, Mr. Dominic, when I was in El Salvador, I
40:36
bought breakfast with the boost. Did you really? It was
40:38
a row of ducks. Oh. It
40:41
was just a row of ducks at 2,222 sets. I got an
40:44
orange juice and a muffin. There you
40:46
go. It's very exciting.
40:49
Very exciting. adversary17 comes
40:51
in with 10,000 SAS. Hey, yo. Oh,
40:55
and speaking to your ISP problem, the
40:57
ISP problem is really annoying.
41:00
Up by me, I really only have a
41:03
single option of Comcast. Same here. Oh.
41:07
AT&T has service, but it's 5 megabits DSL.
41:09
Woof. Yeah, that's
41:11
just not usable. We're waiting on residential
41:14
fiber to be installed. It's been a promise since 2014.
41:18
I will say just this past winter in
41:20
December, they did bore fiber through my neighborhood
41:22
and my backyard. The distribution box is actually
41:24
in my backyard. There hasn't
41:26
been anyone to hook it up since. I'm still waiting.
41:29
Yeah, that's my situation too here at the studio. So
41:32
the studio is a townhouse, and
41:34
it's in a housing community that's
41:37
like three blocks. And
41:39
the furthest block away from me, so
41:41
the other side of the housing community,
41:43
they have brought fiber into those houses.
41:47
And that was about a year or two ago, and they
41:49
haven't taken it any further. Wow. And
41:51
I'm paying like, I think, I
41:53
want to say it's more than $350 a month for business
41:55
Comcast, 300 megabytes down. I
42:00
think 30 megabits up 300 megabits
42:02
down 300 make 30. I don't I don't want to
42:04
remind you what I have This
42:08
ISP stuff in the states is so bad. You know every time
42:10
I talk about this. I always hear from
42:13
Listener that lives in like a country that
42:15
seems to have not managed to been completely
42:18
locked down by a monopoly some Starcraft
42:20
pro from South Korea who's like yeah $15.
42:22
I have three gigs or three Megs up
42:24
or three rather three gigs up three gigs
42:26
down Oh
42:30
Yeah, we didn't have a lot of
42:32
boosts. We had three boosters. We stacked 36,000 sats I
42:36
think this is the audience's way of saying take the summer
42:38
off Right
42:40
that our last episode was really bad could have been
42:42
that could be that could have been
42:45
that but I you know I mean they saying
42:47
guys you've earned it. You know we take
42:49
the summer off We come
42:51
back in September. They've missed us
42:54
right. That's what they're saying with their I mean 30 three boots great We
42:58
did have some people pick up memberships, but not a lot in
43:00
the last couple of weeks Memberships
43:02
are option to or you could boost each
43:04
production We do love those messages And
43:07
if you got a little of value or entertainment or
43:09
I made you think about something from listening consider signing us a
43:11
boost and tell Us about it you can get
43:13
a new podcast app at new podcast apps Fountain
43:16
has made it really easy with strike integration
43:19
You also can boost from the fountain FM
43:21
website just using something like the cash app
43:23
or strike and you don't have to switch podcast apps either
43:26
way, we appreciate it and thank you very much for boosting in and
43:29
Thanks to the three boosters. You know what you get round
43:32
of applause It's
43:38
pretty great. It's pretty great. Mr.
43:40
Dominic before we get out here Is there anywhere you'd
43:42
like to send the good folks? Yeah, if I'd be
43:44
on Twitter at Jim Nucco and if you need some
43:46
automation or data migration stuff go to Alice dot death
43:48
I Made
43:52
you jingle do you like I love it? Yeah,
43:55
you couldn't find me on the Twitter. I suppose. I
43:57
don't know Chris, oh yes over
43:59
there. I'm also Also at chrisles.com.
44:02
I want to say hey, hey, hey, hey,
44:04
why don't you consider joining us next Tuesday? I think
44:06
we're going to be live next Tuesday, right? Regular
44:09
week? Yeah, I think so. Yeah. Unless
44:12
we take the summer off. But
44:14
anyways, we'd love to have you join us live. You
44:16
can do it. You can. Yep,
44:19
you sure can. Coded.show slash live. We
44:21
do it Tuesdays at noon Pacific 3pm
44:23
Eastern. Come hang out. Help
44:26
us title this thing. Join us in the chat room. You
44:28
know. Tell us when we're wrong in real time. That kind
44:30
of stuff. It's always kind of fun.
44:33
Here's a show of nice energy too. That's Tuesdays. Coded.show
44:35
slash live. I'd love to have you there. Links
44:39
to what we talked about today. And there's some
44:41
good ones over there. That's Coded.show slash 571. Wow.
44:46
Sneaking up on that 600. Sneaking
44:48
up on it. Will they make it? Who
44:51
knows? Definitely not if they take a summer break. It
44:53
can take forever. We know that. Alright everybody, thanks so
44:55
much for joining us on this week's episode. We'll see
44:57
you right back here next week. Probably.
45:02
It could be summer break.
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