Trump, he just doesn't understand the world of technology because even the Starlink, which is active in war, is an open question whether both sides can use, uh, in the territory, How would it be on Crimea air or just one side? This issue has been discussed many times.
Well, I think in a week, the activity is all about the technological advances in the technology market and the inconvenience in the technology market, it's just buoying. And before we move to such strong, very powerful news today, and much of it happened, yes, and the President was chosen. We talked last week, where Baden had some laws. Everyone's writing what Trump is gonna do with them. And there's a lot of things going on in OpenAI. We'll talk about it. I'm saying that I think AI and the technological world are incredibly straight, uh, moving just, right? When you read the news that NVIDIA is considering making the OpenAI round at $40 billion, and we were just discussing that there are five billions of them, or ten, you know, the game begins. Actually, uh, other order. Well, not a game, not a different order, but other volumes. And, uh, against the background, it's clear that Tencent has released this open source model new. Or-- Tencent, yes, released or--
Tencent let it go, yes, all of it. Aliba or Tencent. Tencent has produced a model in China. I mean, it's just that the money goes down there and it's gonna be a lot of endless money. OpenAI, by the way, has announced, yes, what's gonna be done, plans to release its chips. It's actually one of the rows out.
And how much money they need and what hundreds of billions of dollars are that gonna be? I'm gonna start, I think, two... We'll talk about it today. I want to start with two important stories that I think are very good at, you know, this big move forward. On the one hand, OpenAI has set up a search, we're gonna talk about it a little bit, our own search, as some competition for search systems like Google. On the other hand, Apple Intelligence. I don't have any news on my bet, but I've been working a lot of new things. Their main theme they said they released is that we're gonna show her right now, too, that IPhone showed up on the new button. And how is it, Apple Control or what's it called? Camera Control, right? And this Camera Control now, when you press him, he's, like, opening a long-term pressurization just to take off the camera, and with a short press, he opens the Apple Intelligence window, and you take it right away, You take pictures of any object, everything you have, and you ask about it, or in search, or in a GP chat in a GPT chat, or Apple uses his search systems there, too, which is interesting. It's English only, some short answers. Za--- there was a login in ChatGPT, uh, stiff. I don't know which one of you saw it. I was in ChatGPT Pro right there, because Ilnar and I have a business version of it, and he's in this window right now, as you open it, he's in your immediate position. opens and says, "ChatGPT." You're asking him and you're driving. Of course, I understand that once he starts to answer more or less of GPT's teat, I'm not gonna open GPT again. Well, I'm in the Apple personally. Or GPT chatting has to make some new, well, some new, very serious move. Maybe that's the part that they've released this search, and when you're looking for it, you're already looking for pictures. ChatGPT, I think it's been a tremendous glue, so in the last two weeks. It's just an adiator, repeating content, information, everything. But there's a search, and he's working quite interesting. I mean, I'm with ordinary people testing him, too. It's fun.
What do you think of these two technologies, and what happens in the market in one week?
Well, I'd probably be talking about ChatGPT looking for a little spoon, a little bit of a deg-daughter, throwing his favorite. Oh, look, did ChatGPT become better looking? I'm definitely starting. So it's a clear step forward for, uh, chatting, right? Because he has the opportunity to take information outside, so it's somehow transformed and released. But is this a complete substitute for search? Not yet, yes, it's still another instrument, and you have to understand its limitations. Like, I saw the cabs when, for example, they asked me to bring them, I don't know, the current table of the English-based football premiegues, and, accordingly, ChatGPT goes into the relevant sites, collects this. The information, it's actually being processed and displayed on the screen. And there are hallucinations. They're not so frequent, they're not so substantial. But we must understand that all that is missing through transformers, anything that is missing through agenerative AI, can have hallucinations. And if it's in the mind of keeping it, it's a super cool change, because we're all using ChatGPT, but now he's got access to the search.
But you always have to keep your head in mind that all this passes through the AI Generation and the result.
Please leave it in the comments. All those who look at us, write in the commentaries what you think about this direct interface in Apple. And what do you think about finding ChatGPT, how will it develop and what do you do? Write, support the channel, sign it, make it easy. It's really helping us develop. Well, we're going to go to discussion.
Illar, listen, but they say, you remember, they wrote that they'd be out searching for a ChatGPT. They even named him GPT Search or what did they call him? Or OpenAI Search, I don't remember anymore. And they said that he'd be looking separately at it, and you'd be doing it separately. But how will it work, as mixed as it is, not mixed, right? To finally understand. The other thing is, Google also gives you a lot of websites that gave you uncorrect information, right?
But this is the responsibility of the sites.
But it's website responsibility, yes.
Yeah. And there's a system that's missing.
But the source is huge. Did you see, yes, what kind of sources did you become? You're clicking sources at ChatGPT now, I'm actually hitting the amount of search. Well, that's the rendezvous. I'm looking for a Russian when I'm in America, a American content, he's always looking for Russian, and I'm in his memory. Don't look at me on Russian websites because, you know, American things that don't belong to any of the locals, he's still looking for me in the home zone of this language group. I mean, of course, there's still a lot of glucs there, yes, in terms of search. Here. But hallucinations are interesting that he's looking for it now. And these hallucinations, how do you figure out how to solve this?
And he's still processing, skipping through himself, as far as I can see. And here, anyway, you know, we're in the era of this world of probability, so let's say. Yeah, well, with some probability, he'll give you the right answer. The probability is very high. I mean, because there's a lot of hallucinations working on, and it's improving, but it's still a possibility, yeah, it's not a 100% story. So the system is not determinated, and it looks like it's taking over the world, and we need to learn to live with it.
Sas, do you have a feeling about this search and how much you've seen this whole thing right now? Or you just watch and don't look at him like some... We've been discussing Perplexity a lot, that it's very specific things, it's not clear how they're going to be there, but still for ChatGPT, do you think it's useful? Because I see this as a consensual development very much. I don't know how much it takes for AGI and, but it's for the people to be involved.
I mean, no, just my look, ChatGPT, without a search, was very limited. The fact that Anthropic has no way of looking makes it just like coding assistant, yeah, like that. But he's also a legal assistant so good Claude, but he's, like, basically, almost all the skies, I think, cos they're supposed to be looking online. And I think it just makes ChatGPT more, well, as much as cements their leadership in consumer generative AI. I mean, now, that's what Claude is. I mean, now we have to think very well when there's a point of going to Claude because they don't have that search, right? I think now, well, Facebook with his--
It seems that now, well, Facebook with his Lama and these are all their assistants they want to do for the replacement of ChatGPT, yes, that is, they have integrated Lamu into whatsApp, and there's no web in it. At least when I checked, there was no web. I don't think he's there yet. And they'll be moving in that direction, but they're very lagging behind. I mean, yes, it is clear that Meta is behind OpenAI and much both in Consymer Espionage and at the model level. I mean, that's a clear word right now. And the OpenAI is very close to them, they've got a big break from the rest of them. I'm sorry, I mean, about Perplexity faunder, and I'm telling you, of course, they're going to grow up. Oh, but it's probably the election. I mean, I think it's just a level of GPT and... Now, I guess I can even, even now, try to find the data right now to go down to our audience, listeners, and right now to get the data braces. But, as a matter of fact, we're talking about these crazy assessments, yes, we often say that it's, uh, something inert, actually, some unreal numbers, unrealistic amounts. The OpenAI is an estimated 60 billion, and Perplexity's score is eight billion, right? I mean, when we're just, when we're, uh, thinking about it, we know that, by implication, we know that... We're just saying that, yes, we understand that the difference is only twenty times. If we're talking about traffic, then ChatGPT is 30 times more than Perplexity. Thirty times. Yeah?
Oh, and chat-- and yet OpenAI isn't just ChatGPT.com, it's still a big API business, but actually--
Of course!
...the best fundamental models in the world.
It's API.
It's just that when we say what's worth, it's always, um, if, uh, it compares, uh, relative to each other, it's really not gonna be a good thing to say that OpenAI is now expensive. That's what I was trying to say, yes, that Perplexity is eight, but while they have a purely consuit business, it's much less, and there's no technical defensibility, you know, because OpenAI And they still have their models. So that's why it's so small... And considering that OpenAI is strong in front of everyone in the consumerium, it's very serious, yes. But of course, there are many questions that we still raise every time. Where's Sora? Why is the voice in the demo being generated well? Why is the voice in API worse? And why is there a lot of OpenAI there... Why is the same voice-making, it's not cheap? Uh, what's their approach to the speech recognition? Do-- they're gonna do open source, not open source? How do they see this business for them? In some ways, the OpenAI is still unclear, there is a commercial history or a non-profit one, which prevents their commercial potential to be assessed further. But, uh, but they're not exactly costly, and they have better technologies and advantages in the marketplace anyhow.
I--I mean, it's just, I think, actually, fac-actual-
But what we say is that if we take, uh, this Apple, uh, take and say, "I'm creating a new interface, and now all the people who open my camera can get right out of the camera, uh, get, uh, this skirt is, "When they ask ChatGPT through the visa." It's not a 100 percent skirt, it's some kind of partial, right? Through Siri, it's still glowing, it's a shitty job, but through the camera, it's a very funny skilled skill, which is used in a very unbelievable lot of chat-bots of the AIs. Oh, what's going to happen? I mean, we understand that in this case Perplexity is as bad as it gets, because they're in there giving the opportunity... Apple says, "We'll do the search inside." They're doing a search inside objectively. So they're basically looking at this interface, and they've shown the search for the same as the ChatGPT made. I mean, Apple shows, I don't know, they use Google Search, but they show up the directly found images, objects right inside this window. I mean, I'm taking a picture, I'm just gonna get this straight and ask how much money this computer costs. He'll find it, he'll start looking for it, yeah, he'll start looking for where it is or how it's space, everything. Or use a side model. The party model is using. So, you see, Sas, you see, I know you, uh, said Apple lost everything and they don't have a bet, but I am, because the company is worth the shit... By the way, we're saying NVIDIA was running all over the cost again. At least now, these days, uh, this couple days, the market has grown very much. I'm looking at him, he's been a little bit of a microproprieted in there, but it's still a line. Oh, how do you look in terms of the technology Apple? They're the one who let it out now. Oh, I know it's in the bet, it's in the bet, but I, I can say it's working. I mean, it has, it has history. What happens-- what happens next from the perspective of this Consymer market?
Do the users switch or not turn over?
Yeah. I mean, that's a good question, because until the synergies and the inconclusive effect, I've seen no one but Gemini. Gemini's in Workplace is really comfortable. Files are a lot, people are building on the rand, copying information, forgetting to update. So, a lot of trouble with the updating of Excel plates. There's, in fact, such a good synergy, though. I don't understand. I mean, I probably don't have any sticky effect at the GPT chate, do I? So he doesn't have any information about me to get back to him, does he? And on Google Drive, my whole life, well, that-- just my whole life on Google Drive is actually there. And-A, Apple has me, for now-- I have beta, too, Apple Intelligence. They've been working, they've added a lot of earmarked. I mean, now that you're in the building, well, it looks really solid now. They're in Apple Intelligence, you know, it's pretty clear there's a lot of work going on. Until I can't understand how OpenAI looks at it. I mean, if the same model that OpenAI has is available in Apple, then OpenAI may be unsatisfactory. I don't understand that yet, to be honest. In the light of the fact that the best possible way to use Apple is to first obtain a consumer adoption with an external model, not to give any--- not to allow an external model to accumulate user data, Yeah? I mean, it's the perfect box for Apple. Use the outside API, but to prevent them from keeping user data is the perfect case because they're irritated, they'll know what skies are popular, Apple will know. They do not give competitive advantage to competitors and may, in the future, train their model, already knowing a clear skill. It's, uh, it's, uh, it's, uh, it's, uh, it's, uh, it's, uh, it's, uh, it's, uh, it's, uh, it's, uh, it's, uh, it's, uh, it's, it's, uh, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it's, it' So when you know the skies clearly, you don't have to do the rabid RCD, that's where it's three to four months. I mean, the talent in Apple is definitely there. So if we all get together, all talented people will get one side, of course, one place, in three or four months, if there's a specific task, right? So if the challenge is not to train the best LLM in the world, and that is, a deeper understanding of the skies, what users want, what generates user engagement, then of course, Apple can catch up quickly. Well, they say they're two years behind, but I think it's a thing to say.
Yeah, but if I'm plus an iPhone user, and I have Safari, I have their mail, and I have their photos, I'm on their iCloud disk, and I'm making a full bunch of calls with them. So they actually have my, my, my, my, my, my behavior, what I do with messages, with all the programmes, all of them, they've got a lot of fucking data.
And I just trust ChatGPT to look, I'm used to it, I'm used to it. And it turns out I'm gonna be right now if I start using this function in Apple, I'm gonna know that ChatGPT, I'm gonna trust it because the Epplovian models to someone else I don't want to trust anything. So I'm used to it. At some point in time, they can be replaced by their own. Clear, huh? There is no external system that clearly has the advantage. So, whoever owns the operating system wins, in this case the phone. Well, that's what's gonna be doing, I don't know, Samsung or Google or going to do, you know, the idea.
About Samsung, it's not clear, that's what they're gonna do. You're the one who put me out of the way. I don't even know what they're gonna do, what to do with Samsung. I don't know what to do with Samsung.
Well, they're giving up, as far as I know, they're also making their apps. I don't know what they're gonna do either. It's like this now, I think it's a game... Huh? Nah, they have, well, they still have strong phones, and they're putting their applications in these phones, right? I've had enough time to tell you, there are good decisions, specifically Samsung. The question is, what's going to happen, huh? Because there's Androids, like, and there's Google in the field, yeah, and his systems are pumping, doing really hard. And Google has a separate phone that's moving, too, yeah. And yet Apple is such a huge, large, independent, total infrastructure of everything. It's not split, it's not for the outside contractors, yes, they're all yours. But still, uh, what they're cutting, whatever it is, whatever it is, but I'm like a phone user, I don't want to change my phone. It's number one. I mean, I use it. I have a choice to change or not change an app.
Amend or not modify an annex. But I understand that if I was added to my post office, I'm not copying the text from the GPT chat mail to check it out. If I have, for example, a complicated language of another or, well, whatever. I understand, for example, that if I copied the pictures before, I'm downloaded, I can't do it. I understand, for example, that if they put them on file or on the browser inside, make the summit articles, text, study me, I'll already do it directly with Safari or directly do it on the disk, or directly assess it. A picture of what's in there. So I'm starting to use internal elements, you know, sophth, right? And we all went through a lot of applications that seemed to touch those, like, fashion, cool, but you're gonna stop using. You think I need it? It's clear there's a world of greatness, it's still rolling. I told you, yes, I have a connected company with a lot of applications. One of the most fashionable applications is still there, printer. People pay for the printer, right? Although this whole operation has free, there's an iPhone. And, well, that's a habit of some kind, right? A habit. People don't know it, they don't know. But now, there's another progress. AI's not a web, a web four-alle, is it? It's, it's creating-- it's something, something else. Especially with the money that goes on. When I hear the number of 40 billion, what do you think about the 40 billion NVIDIA in xAI potentially? It's some kind of... First, NVIDIA, we'll note, yes, NVIDIA gave the money to OpenAI. Oh, well, she also gave money to a huge amount of everything. And when she's talking-- talking about a conversation that's open that the xAI will give 40 billions, is that what? Well, that's the volume, volume, resource. It's clear that Apple doesn't have a problem with $40 billion, either, right? They've got the residues on their account, they've got over 100 billion on their account, I think, for the last 15 years. Another point, what are these numbers? What happens in terms of the ability to develop something?
NVIDIA has a lot of money, and it feeds consumers who buy cards, technologies, chips and diversifies the whole story as I can see. Well, that looks like it. Well, about 40 billion, I understand it's about the company itself, about the xAI in the 40 billions. And they're looking for investment to be used for this assessment. I mean, the amount is...
It's not, it's not, it's not a sum, it's a little smaller, right?
I think the score is 40 billion in the xAI. Yeah, the investment itself is smaller, but it's very solid money, too. Like, like, roll, anyway. Here. Oh, on the radar, Ilon Mac is likely to be on the radar with the xAI. That's a few of the episodes back, right, Sasha was telling me that they've done a huge job in 19 days, which is being done in a huge amount of time. It's still money, chips.
We'll probably be talking about something new in the next news, too.
And given that Trump came to power, now everyone, yes, he mentioned... By the way, he mentioned Mask, of course, but it's very, very funny to hear him speak at one of the finals, well, there's speeches where he says Elon Musk called me. We've got a flooding in the region, and he says, "Look, let me get you my Starlink satellite system." And he's got a Trump saying, "What is that?"
That's when you hear things like that, you know, people's levels, right? So for the Trampa, the name of NVIDIA, xAI, Starlink is all some microword. But I want to talk about this today and not leave. Last time we talked to you about what Baden signed, like a nazi-- memorandum, yes, a memorandum. A sufficient number of points are being made about the development of the AI system. We also told you why he was doing it. I think he should leave it to the new president or whatever it is. But now the news in the technology market shows clearly that Trump is very likely to take off, to allow the market to develop independently, yes, to leave some control at the time. This is to enable corporations to develop AI freely in the amount they want. I understand correctly that this memorandum, like, uh, that's a good story, that's a good story from the point of view of that pyara? I mean, at least I'm having a memory of what Baden was dealing with AI, with such a good development, right? I'll remind the viewers that everyone understands a little government in the United States that the President is. There are states that independently enact their laws. And how California was the best in law, it would also easily limit everything that, well, a lot of things, that the president would accept, for example, if they wanted, right? Yeah. Yeah, within the limits, yes, within the limits of certain things that are allowed there. But as I understand, Trump is a powerful boo-- powerful opportunity for these huge serious corporations to develop AI within their own ambitions and their own tasks. He's got a point in the matter. He says on the one hand that AI needs electricity as much as it is in the country.
Uh, on the other hand, he's--
A whole continent.
A famous subject. He'll be developing again, uh, gas history, oil, not history, uh, clean energy. That's all about this part. How it's gonna balance up, I don't understand, yes, because he's like a mask like that. Same here. Like Mask is. And what's going to happen to them, and will these corporations really move? That's very interesting. What do you have in mind that Trump will give plus AI or, well, one-- plus technology and technology development in world AI or will there be restrictions?
I mean, I'm gonna say my opinion here, maybe it's wrong, but I'm here too. I really liked that you raised the point that he didn't even know when he was talking about Starlink, what it was. So he-- he doesn't understand what generative AI is because Starlink is such a bigger subject because it's used in war, right? I mean, he's got to talk about it, he's got to hear a lot. Well, he's been doing a long time, after all, a politician, right? And basically as the President ' s task is external relations and the use of the Starlink in the war has been discussed many times. I mean, he's super checked out of the technology world. And that's okay. I just think Ilon Mac will hurt everything. Yeah. I mean, I think I do. I think that Trump, he just doesn't understand the world of technology, because even the Starlink, which is active in war, is an open question, is whether both sides can use it.
territory, how would it be on the Crimea air or only one side? This issue has been discussed many times. And, uh, it's amazing for me that Trump didn't pay attention to it. And I think it's just that Ilon Mac will be the one that will determine the entire technology agenda. So, a multi--- that's when Tramp clearly gave him credit. Clearly, everyone says that among the five people who put... well, who contributed most to the success of Elon Musk, one of five. There is no other person who would be interested in defining the technological agenda. I mean, technically, it's gonna be JD Vance, naturally, not Trump. He won't even call it that. There's agenerative AI, AI, it's gonna be JD Vance, but I think it's actually me. And JD Vance is Peter Tile's pitcher. Well, that's more like it, that's something. So Peter Til won't hurt Facebook, because he's famous, he's one of Facebook's first investors. So Mask can't have his vendetta with Zuckerberg, but with OpenAI and Google, he'll do whatever he wants. He's just gonna break them, and like a stitch, I don't know. Well, just with Google, they'll do whatever they want, because, well, nobody liked youTube doing the tramp and the fact that they had AI so democratic. Well, Sam, Sam's just saying Sam is always talking about. Obviously, both of them will get very much. And I think all the politics will be... all the politics, the politics will be exactly as Ilon sees. All technology policy will be exactly as Ilon Mac sees it. I mean, I mean, I'd do it. I mean, I'm pretty sure I'm doing my assessment for more than ninety-five percent. But what they say about government efficiency is there, I think he's not gonna be able to turn around. I mean, he's gonna be a part of the initiatives, but I think it's gonna end like always. There's a third of the initiatives that will be taken, two thirds will not be given. And in the field of technology, I think, because there's still something there, there's a structure that's so complicated to move. There is no super-established structure in the generative AI because it is a very active field, so Ilon Mack can take it completely.
There's less inertia, yes, there's a less rigid structure.
That's a very interesting opinion, a very interesting view. Yeah, and I totally support that it's very strange, of course, that Trump didn't know about the satellites. It's really weird. And it shows his certain insanity and the...
It shows some hesitation and that, in fact, this issue is not on his own agenda. And when he even spoke periodically about AI, it was more like, well, just some kind of comment that little, right? What Trump refers to Elon Musk in general in his, there, the speeches of the finals, that says that he's distributing and showing. Although, if you look at the news shows, they've been clear in recent days that no sign of a benchmark. Who's Elon Musk, what's going to happen to him? It's for the US Eco-Policy, the economy, there, nobody, the conditional. Now this figure is getting new. Let's see what's going on. Elon Musk says things differently. He also speaks for regulating things, not regulating, for development. There are very different things going on. I wonder how they'll move with, uh, Vance and what's going on now, and what's going to happen to Guglom. Because the question of the regulation of Google, I understand, is that all the media has been written off, that Trump will change this-- some question of regulation. I understand they were supposed to give them freedom or vice versa, sash? From a regulatory point of view. It was written everywhere that Google is now limited to development, and it is supposed to be squeezing-- the other way around, the other way around.
You just mentioned that the Google Trump, uh, is gonna be squeezing.
I think Ilon Mack is a businessman first. So he's a talented businessman, he's gonna do what he's doing. Tesla and Palantira, Palantiry, that is, how Peter Til grew up very much after the election of Trampa. I think we just know that he's here, so people say he's a tough businessman. And Sash told me stories about, uh, people on the Forbes list, like, Eastern Europe, and how they're doing business hard, aaa, and they cut out all the competition. So they can, there, make people-- other people don't take the pipes from you just, yeah, and so on, yeah. I mean, Ilon Mac, he works on the same basis as I. I mean, uh, he's not the kind of person that's ever gonna be a good fighter. And I think he'll do what he's doing. But he's pretty magnificent. I'm just going out of this two, two of the plants, that he's the biggest businessman, well, the technology businessman is exactly our generation, maybe there's a whole story. Oh, and, well, he's a vicious little bit. It's just that people are talking about it. All the people who know Ilona Mask, everyone who did business with him, say he's a vicious, tough and malicious, yes. I mean, if you're even there, it's going to be at all levels, even when the staff member didn't give him anything, Elon Musk has no problem in his email to the company, that someone who didn't. That's right, six thousand people write, where we got Gravin's down there because of this particular man, and that's why we fired him. And that's six thousand people, yeah. I mean, he's got...
It's very interesting...
The way forward is a businessman.
Thank you very much for your graduation. Don't forget to sign on our channel so you don't miss the next editions. We're going out once a week, Sunday. We're always four people here. Technology news and sites from the Silicon Valley all over the world. Oh, I think that in the coming months, it's gonna be very hot in the technology market. And next year is definitely yes. Bye, everybody.