Hello, everyone! We're on ToTheMoon. Technological news, Silicon Valley sites. We're going out on Sunday.
And in fact, politics is serious, it's real, and not perceived as a technology that can affect here and now.
Althman himself went seven trillions, gathered around the world to move NVIDIA.
In five years, the medica is changing completely.
In the world, so far, all countries are kind of far from it.
The dominance of NVIDIA seemed totally unshakeable. Now, that's a big question.
Technology is still raw, hallucinations and everything.
We want to talk about the twenty-fourth year trend today, tell us about the 12 most important developments that have taken place in the technological sector. Not to just know what was in the twenty-fourth year, but to understand, what's the most important thing that's coming forward. These trends we have highlighted are precisely those that are based on what needs to be taken seriously, which will affect the future. Not a simple event that happened and that we forgot, and which is possible, and which we will never return to. Like Pavel Durov last year, uh, started, started a case in France about Telegram. And the events that are guaranteed to be ahead, uh, their consequences. And there is, uh, and it's very important to be aware of these things so that in the twenty-fifth, twenty-sixth year, you can develop yourself very much. Uh, we're gonna go on top of the top, start with, uh, twelfth place. And, uh, look, very interesting things ahead, very much. Although, in fact, I mean that even the twelfth place, it is incredibly important.
The twelfth place is a massive introduction, e, AR/VR, uh, in a technological world. What is this? What happened? I think we're not even starting to take the Moon off. We started shooting the Moon in April. The year started with Apple released Apple Vision Pro. And when they released these Apple Vision Pro glasses, it was an application for something new, radically new, because they've been developing these glasses for over 20 years. Uh, this year, uh, a major breakthrough in these things has been done by Meta, and Zuckerberg has a huge impact on the glasses, uh, virtual reality, including the project he's doing with Ray-Ban. It's when you wear conventional glasses, they're all telling you what's going on outside. They had a lot of peddians, too. These are those things that are generally in the base structure and which will be forward. If we remember the movie "Peter Player Prepare" there's a very good show of what happens if people start to live in mass reality glasses. And, uh, we put this on the twelfth place, although perhaps in the same year, maybe next year, it's gonna be much more important. It is clear that this will be given strong attention, even if it is clear that Apple's glasses have fallen a little short. What do you think about the glasses, by the way, who tried them? Uh, Elnar, by the way, was in my guests when I bought Apple Vision Pro, he never gave it up. Said he was not looking for it. Yes, Elnar? You never tried that, I think.
No, I've done one thing and I haven't wear it anymore because, well, I can't use my sight.
Well, I was generally thinking that there was no interesting case, although that was an incredibly strong statement. I think that a lot of technology inside is made by super cool, just incredible cool. I've even been doing some stuff on this.
There's a va-effect from these points as a technology demonstration. I mean, when I don't know, the dinosaur starts to your side, the first reaction, of course, is so shocking. But I agree that this is the next one, uh, until the technology has found its application. As a demonstration of science and technology, yes, interesting, but it's interesting what it's gonna be like to do. The biggest thing in AR/VR, I think it was our history with Valve, which released Half-Life: Alyx, it seems to be the version of the VR-Garnit, and it made a lot of noise, and it's a big deal. I've been giving you that quality e-sprayens. Here, everything else looks like technology demonstrations.
I wonder what's going to happen this year.
Even the streets don't see people in glasses. Even at first, they were, there were these funny things like people on Whole Foods walking in glasses, but then it's all poems, and I don't notice people using them around. Yeah, 100 percent. I was personally, yes, I was here to say, yes, that the most interesting thing is if Meta really lets the ARs out with Ray-Ban. There's rumors about this.
And we know that the first generation of Meta Ray-Ban points, it has a very positive response in principle. And yet Ray-Ban glasses, they're in their price segment, probably one of the most secure, sa-sam best in the world. And if they can make good AR glasses, from a technological point of view, I'm sure that with the de facto form, it might--
How Ray-Ban is very good at dealing with, right? This could be a truly massive technological introduction, which could lead to a massive introduction of technology.
And it's not a game anymore. Still, when you wear conventional glasses and conventional glasses, you have some extra clues and so on, it's not a game. Although, of course, it's a little hard to imagine how to use it in real life. Mass-- in the mass-market, yes, in that. I mean, here. Although, as an additional new technology, we all know how the Black mirror shows when everyone has some chip inside, it's built in the eye, yeah, some sticker on top, it's a lining. I mean, it's probably a move on this side, when you can get close to what you're always like, you're with this technology, because if you're ever with her, you can still imagine the use. If you're not in constant, it's still tests, but it's very interesting.
And I think even that Apple has released, there's a lot of super-innovative things in technology, chips, some cameras and everything. So, this was room number 12. Place number 11. Oh, and we moved it to the eleventh place. This is a global development in general of all models in the world, LLM multi-lingual models, a, worldwide. We'll tell you a little more, we'll get closer. There's a separate place on the rating. What happened in the twenty-fourth year in certain companies in this part. And here, I guess I'm just saying that the twenty-third- to twenty-fourth year was just mass-crossed to come up, update everything, right? And the OpenAI and Gugla and Meta and China. In China, we saw a large number of models and the Alibababa, and Huavei, especially by the end of the year, right? And that Mistral in France made such a strong breakthrough early in the year, and that's what they said. While you're not aware that France is still a Mistral in Europe, as far as I understand, yes, no one else is. And there's a Bloom 2 there, and, in France, more, more, I think... Ah! There's still something in the Arab Emirates and in Israel. But for this to be open to debate, like Mistral, I don't think European models are. Here. Yet China and the United States remain leaders. The US is gonna tell us about it. It's unbelievable because it shows the power of the world. I mean, here. And I want to be single out exactly what we-- this year got clearer, it was probably in the twenty-third year that some countries would just go to some kind of incredible, incredible place. There is, by the way, a rating of the introduction of artificial intelligence in the world in different countries. For example, Russia in this rating was shown at a thirty-third location.
And that will, of course, affect the big countries.
Literally, I was just gonna add, yeah. That is why, in my view, this topic is still in the eleventh place, because we are directly from politicians, yes, we are, unfortunately, not seeing more aggressive capacity-building rates, on the other hand. Modelling, huh? So, according to the fact, Sam Althman was a year ago, and he was very active in telling everyone that having his own capabilities, having his own technologies is a way to sovereignty, just like having energy, food, Ra--- like capital, that's labour. But for now, I think it's-- bye, I think.
While I think it's-- for now, I don't think politics is taking it seriously. We do not yet see countries actively, but we do, to make the first individuals of the State aggressively bid on AI. Really, we didn't talk about it--
Even in China?
They did. Well, I don't know about that. Again, if, uh, our, uh, listeners, audiences, and, uh, case-by-case examples, I'd be happy to know more. But while I feel like there's this bubble, like, yes, around those who train models. And in fact, politics is serious, it's real, and not perceived as a technology that can affect here and now. They look at it as some kind of technology of the future that will have, uh, a significant impact in 15, twenty years. But seriously, no one understands that AI will have an impact on GDP in the next couple of years, for example. Nobody, I think, seriously, does not make a bet for now.
Well, about what's gotten pretty, uh, in different countries, uh, open source and, uh, in China and Europe, and here, Sas, you talk, Saudi Arabia, and Israel, what can we say here? That there are two main points for this. The first, uh, showed that the task was being solved. And when the task is done, it's much easier to catch, right? When you know the answer exists, it can always be found. And the second, Sasha Mashravov told me that there was a good model to learn. And even we have news that some models identify themselves as ChatGPT. So when you're building your own model and you have, uh, a good-working model that can give you extra content for training, it's much easier to catch up, right? Mistral, therefore, can be shown with a little good result. And, in fact, Chinese models are showing up. Here. And a pretty interesting trend. Let's see what's going to be in the twenty-fifth.
Whether this story will evolve further and who will, in fact, lead all this, uh, technology.
Well, here, uh, what do you think about breaking up? I think the breakup has increased. I mean, even a year ago, it was kind of a breakup, but a lot of people thought that, uh, he was like, what--
It's getting clean.
It won't, I see the breakup has increased. Why? Because the amount of money-needed investments they've become completely different in the US. I'm not talking about China. There, I think that this is a people-centered economic history that they will invest enormous resources in technology. And when there was a big demand for finance, then, uh, business and policy should be ready for it. And in many countries, I don't think they're ready for this, they don't look at it. So when politicians don't say that, they're not ready to hear those terms. You know, I heard a performance by one businessman who's well known in the Russian-speaking community. He said he was offered to buy the OpenAI shares, and he didn't buy them because the market was overrated. Well, first of all, I don't think he was offered to buy them, so, fair, right? Aaah, maybe through some fund, just some kind of fund, and that fund was bought. It's one thing. But I don't know what, do I? I've heard a lot of mule about--
No, no, Sasha, there's definitely something there. I mean, it's definitely that, yeah. You know, when people want, you know, like, those people, you know, brokers, they take ten, 20% of the figures, usually.
Yeah, yeah.
And that, well, that's beautiful, but it's just them-- but they need to get a minimum of 100 million to talk to them. They're all businessmen like that--
Yeah, they do. But it's not an investment directly in OpenAI. And the man said I wouldn't invest in it because history was scattered and overrated and the company was famous. Well, I look at the OpenAI, and I realize that she's so far a bit of a bluff and famous, if she's been talking six months ago, when they're talking about planning 100 billion profits, right? And it's described. So they have a cost rate, they have a bet that their company will cost ten trillion dollars in five years, right? And they all own it, not a small number. I think that this story, it's at the level of the political business, uh, it won't be taken by a large number of players, but it'll be taken by very serious companies, very serious, such as Soft. The bank that says, there, we are 100 billion volumin, big straight government structures. Well, that's gonna be a big investment. I think making a serious story is gonna be a little more complicated in a year.
Well, how do you say, let's repeat Apple, huh?
Yeah, I want to clear this place, too. This is about OpenAI. It's just a lot of skeptics I had, right? This is where we need to close this subject and put all points on i. What they're doing in the but-- this is the New Year's period, we saw the OpenAI in the top of the Amerie-- in the USA and at the same level with TikTok. We need to remember that TikTok invested billions of dollars. They invested more than $10 billion in relationships with influensers and in the purchase of traffic, yes, to achieve that level. Yet they, and yet, the OpenAI, invested in technology. I've been checking the services on the spa. It's true, OpenAI Organic Number One in America, Number One Annex in America, often above TikTok, right?
ChatGPT, which is ChatGPT. Annex ChatGPT.
Oh, ChatGPT, ChatGPT, I'm sorry, annex, yes. I mean, mean, I don't want to repeat it anymore, it's not gonna happen again. I have to understand that getting organically to this level of growth is very difficult.
Especially a company that doesn't have a brand like Google or Apple or Microsoft, right? I mean, it's still a company that built a totally, well, most people in the world are like OpenAI, but you don't know her. It's, it's, it's very serious. It's very serious in terms of...
Yeah. So, here, we have to understand that there is, in a conditional way, wow, if we take the Western world, yes, the Open, Open, has developed a very best brand from scratch than, uh, Telegram, for example, yes? And by the pace of growth, they, well, they grow up pretty much now. They have a new user inflow now more than Spotify, Pinterest, Snapchat, Duolingo or there, well, in general, the applications we already consider household names, right?
Yeah. We will return today, necessarily to OpenAI and to such serious allocations as serious things have happened.
I'd like to go to, uh, place ten. Place number ten is the new vice of autonomous driving and robotics. We've united them together. I guess they can be separated and said that there's a tenth, ninth place, well, apart from being divorced. And what-- and that's super important. The topic is very much discussed, too, because inside, uh, cars that drive themselves, and inside robots, there's a huge amount of, uh, artificial intelligence technology. And everyone knows that strong, strong boom to robots will give them inside, they have artificial intelligence inside them. As an example, we were telling a few episodes back when a little robot in the household technology took all the other robots out of the exhibition. Uh, so interesting, cool boxes. What's the big deal? Well, first of all, very much in the US once-- a lot of people talking about it. I mean, in San Francisco, the number of unmanned Waymo vehicles is just giving an impression. Well, I mean, I was there three days ago, and you're going, and if there's a first-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a- And cool, by the way, when people come from other states or from other countries, they say, "Oh, Tesla's gone, Tesla." I noticed that people even came from Arizona, saying, "Tesla." I say, "Wait, this is a people's car here, there's Tesla everywhere. It's just a popular car now." And when you come to San Francisco, you feel like you only see drones. Well, that's how it's mass, the brand. I mean, their numbers are very large, they drive around, and they turn so easily. You've seen them stop somewhere before, a little more waiting. Now, uh, they're driving, so you're even-- uh, I'm getting a little different to them, so in the last, last, I've got a wife coming right here, and I'm just saying, "Look at how he drives, right? "The way they turn." I mean, they look very similar to ordinary drivers. And, of course, I want to pay attention to Tesla and Elon Musk. And what they showed this year, in terms of robots, and in this view, that the Cybercab is a car that has no paedals, no wheels, and nothing at all. It's just a small, small car that's gonna cost tens of thousands of dollars, but not hundreds. How much did they say? It's about $30,000 or what he said, right? Not a little bit of money. It was autumn. And, uh, it's gonna be a new explosion, right? China is the strongest growing story. There are whole areas where very many drones travel. That's what's gonna affect people's bases, base cabs and scenarios. I'm finally waiting for a car not Tesla, where self-driving will come. Here. And, uh, finally, I want to, so long distance to go, which I'm driving with. Well, I'm kind of in there, like, sitting behind the wheel, and she's gonna be driving herself for a long distance. See how psychological it feels, right? I'm like the man who drives, like, twenty-six years, like I'm psychologically... Twenty-four years, yeah, twenty-four.
How I'm psychologically feeling about someone doing-
Feeling like someone's taking me for a certain style of driving, right? Here. I'm gonna go through this long distance, uh, a very cool subject.
And it's important to add, yes, I guess, without comment, but we saw, uh, how much influence the drones could, uh, do and, uh, for military-industrial-industrial--- The complex, yes, what it-- how they change absolutely, aaaah, all the processes. And we saw-- also saw the delivery of food by drones on a skate in China. I think a big achievement is important. Not all of them are positive, unfortunately, but important.
Well, that's what exactly shows when you see Boston Dynamics with their some robots, you know what it is, of course, serious weapons, yeah. I mean, there, yee, well, I'm not talking about drones anymore, yeah, what's happening in the world now in terms of drones. Well, you can put satellites on it and the different coatings. That is, um, that is a fairly serious move, especially when many projects are being launched to implement AI. And this connection is one thing you've written your own sopht before and you should have run tens, uh, robots at the same time. Now that you have mechanisms within your own, more serious, that run these robots at the same time and transmit information between each other in real time, it is certainly a serious move forward.
And priority number nine, uh, is a lot of attention, o--eat number nine, uh, very much of that attention in the twenty-fourth year. It's, uh, the creation of audio and video content through, um, artificial intelligence, agenerative audio-visual content. And, uh, that's a very much debated topic. If there was much discussion in the twenty-second, twenty-third year about the creation of pictures, images and too, there's a Midjourney, uh, there's a imagination, well, active, yes, DALL-E used actively, here, uh, directly strong. Audio-visual movement. And in this same subject, there are a great number of discussions that will be going on in terms of content and who will create this content, yes, and how it will be created. By the way, you're gonna give me some comments on this subject. Uh, and in December, there was a lot of things, yeah, because they let Sora out of OpenAI and let Google DeepMind out a VEO 2, right? Well, that's right, it's the finals. In December, a lot of things were released. Interesting story, which is, for example, YouTube still, when you turn captions into another language, they still translate, well, improbably. And I was definitely talking about it yesterday, not about the oed-- not keeping Google, uh, coming into the same YouTube is a very cool transfer, like, or, well, cool, cool voice, like, because it's gonna change. The behavioral model is very powerful, yes. What happens if people can do some kind of translation with super-crunch quality, yeah, movies, videos or something. We're not saying to create anything, to continue lines or to show, as we discussed a few episodes back in terms of video creation.
How do you see the significance, uh, this video and audio?
Yeah. I mean, in my opinion, it's, uh, like, it doesn't change the whole world, yeah, absolutely. It's just that this year there's gonna be a company that's gonna make over $100 million for a generator media, yeah. I mean, it won't be a direct change in all industries, just real business around a genetic content, agenerative media. And, but it won't, well, GPT's point is that the app is number one in the den, yeah, there's another one, well, there's one of those that's not gonna happen, most likely. I mean, but there'll be companies that make more than 100 million, and we don't know if it's technology companies or not technological. Maybe it's gonna be a float-dig-influensers, yeah, some digital influensers, we're even--
How much social networking is this year? Or would it be as discreet as you are?
Ah, that's hard to say. I mean, that's exactly where it is, that's exactly who's gonna make money, and, uh, that's because, well, there's a-that's a-that's a-that's a-that's a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a- Oh, but I can't tell you if the mass implementation is going to be. I'd rather say no than yes. So, this is the effect TikTok, CapCut, yes, that there are many people who discovered themselves, um, like, wiping the video through CapCut, like, or there's a lot of people-- for many people TikTok, it's kind of a substitute. other types of entertainment. That's what I think the effect is not gonna be so widespread. But business will be, big business will be built.
I was wondering, retrospectively, how fast the technology has changed. If you remember, in one of the first episodes we discussed it in March, I think it was or early April that Google released into alogger. It's a model that allows a photo to be revived, yes. If you have a picture of it as a passport, you add a tread or you're gonna sound it with a synthetic voice. And your face starts to be a symbol of what it says, some mimika comes in, some little emotions, lipsin, and so on. Then, in the middle of the summer, there was a video clip on a song that was fully generosed with Sora. It looks really weird, but there's a number of lookes on YouTube. We used to use a link in one of the skates, too. So, what you said at the end of the year, when Sora finally got available, and Tencent put his model out, and Google is here.
I mean, just because we've revived a picture that might just be there a little bit of pretending to be what she says, we've got clips in there, little videos.
Yeah, it's really a big break. You're right to remember. I just remembered that I was just talking about a year ago, that you could do your video, and you're doing your lipsy, yeah, and they're switching on your lips. So, it's just that simple stuff. And yet, now, so many different things are being discussed, there's been, tested, looked. It's just that there's a huge protest.
Yeah, yeah. So we, and I'm a friend here, yes, bet, that in five years, the meds industry will be completely changed. So Hollywood is the way he's in now, and these three-quarters-million-dollar-plat-pilots, two-three months, that's where the pilot is, that's not gonna happen in five years. But I don't think it's gonna happen this year. This year, everyone, well, at the end of this year, will have to think about many traditional media outlets. There will be specific business case files that will show, uh, the competitiveness of Generative AI for traditional and traditional sales. And five years later, my bet, that will be a complete revolution.
What's interesting about this topic is that it's not clear what and when to replace when people need to think in models when to replace when the generation is what it's gonna be, what the production is. I mean, it's a very complicated, very difficult time. I mean, now, a lot of things are going to be kind of expensive, like, starting to test them. I mean, shorter, very, of course, for businesses that depend on it, it's a misunderstanding rate.
And especially for big platforms like YouTube, TikTok, there, Instagram. It's a serious, serious story. Maybe there's a new cameraman. So, room eight. Uh, Apple announcing in the summer that they'll have Apple Intelligence. Apple was not present in practically AI market, well, in a format like that of OpenAI or Gugla. And, uh, by announcing Apple Intelligence, they're, uh, rolling into almost all phones for new integration with ChatGPT, using artificial intelligence in their services inside. While I think it's very raw and indirect, but, uh, it's a clear story to pay attention to it, because maybe this year we can theoretically expect Apple, in theory, we can see our model at all, and, uh, it's a... it's a very clear story to pay attention to it. See a very big player in the market for use. In theory, right? Uh, and, or perhaps, we'll see some, like, a huge number of other integrations. Yeah, but Apple still has, uh, Apple has his own cool resource, and they, uh, have access to their own serious chips, which, in general, are not used separately. Uh, so, given that half of the US market is in Apple, I don't know how the world is now distributing how much iOS is now about Androids on phones. Uh, does any of you know that number? That, uh, this player is very interesting, very interesting, like, uh, we, uh, draw attention to even the first news from him, that they're covering both hardware and software in a pretty serious quality, and he's worth it. I'll give you some attention. He's got room eight. I'm, like always, very, uh, ambitious about what Apple is doing, and I'm ready to wait. And even if they have mistakes, they're a lot of strange things, I think they've done a lot of things this year in terms of the episodes that people say have not met very much expectations. I understand that time is a very difficult time, and it must be, uh, making some decisions. See if they can really get this Apple Intelligence down by March.
Why would Apple Intelligence be the one to unload it from the point of view they promised it? If they don't rock-- they can have some delays or problems this year, or maybe they won't. They're gonna get out of here-- they're gonna release a new phone next September, some sort of stash, right? And they'll all say, "Oh, the new era is gone." That's what she's in.
Androids will say, "They're the pieces, we've been using them for years."
Yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah, yeah. We're using them already.
Yeah, about Apple, the only thing I wanted to say fast was that I liked Apple, that they're constantly developing most of their services. Aah, and I want to believe that they're really Apple Intelligence, there, on new phones, it's gonna be a real break in a year, right? That it's at least there, like a GPT chate. Noo wants it to-- to make Apple Intelligence not catch HomePod's fate. I mean, HomePod is the most unfamiliar, fucking Apple product for me. So they did something. He looks really cool. The market is big, you can compete with Alexa, but they're getting a little bit of a new one. I hope that Apple Intelligence doesn't happen the same way that he's-- hope he doesn't have the same state
in a year.
Yeah, they, uh, or like Apple Vision Pro, right? It'll, uh, the same thing happens. Uh, room seven. Place number seven, it's probably very difficult, maybe to accept simple people and us, actually, including. And, uh, but there's a little point in that, at least, that's how you're gonna hear it. This is development and a breakthrough in quantum calculations. I'm just trying to get an example. Google in, uh, December announced the creation of a quantum computer based on a new Willow chip that would meet the mathematical task of five minutes, which would take 10 septillion years. Septillion is twenty-four zeros, right? Well, that would have been a call for a couple of twenty-five zeros to be years. That would be so much to do with the task that the quantum computer is doing in five minutes. Why would I want to pay attention to that? Because, well, that's a pretty serious subject, because if there's more breakthroughs, then, uh, eternal-intelligent mind can go to a new phase in some or some technological breakthrough. Go to a new phase. It is clear that it may be, some new words will have, some new ones, new discussions, but this topic is obviously, uh, that might change, uh, and then change everything that's going on again. That's what's happening now, that's like something new, right? As it appeared, there was a development of new models in AI. It's like a... people say it's a turn-on, like a Internet or a computer, something totally new, fundamentally new. I mean, it's not a joke, it's not a little thing, it's a little bit of a thing, yeah, that's what's come up. And it's not just some industry, it's a micro-industrial that's what changes everything. That cvant computers can make a very serious breakthrough. It's like we remember. It's there, and this place is number seven. This is number seven.
Yeah, it's really cool that there's a big pier that makes Google, right? Because when there is a new industry, but that's what--what was not in principle from a technological perspective, the main push from a fundamental reserver and from a point of view, I'm not sure how fundamental-- what a common pyara, yes, the industry should be made by a large company. The start-up has no way of making a fundamental reservoir, telling everyone something to believe it. It's impossible to get a start-up, a start-up, a start-up. Iia, well, if you, if this is a start-up not OpenAI, yes, of course, but it's very nice that Google would legitimize the cvantage this year, that's the last year, that's, in the twenty-fourth.
Yeah, I probably wouldn't have hoped that in the twenty-fifth, twenty-sixth year, we'd have computers that can be put in our pocket, and they'll be cvants. Uh, well, just because there's a big gap between basic science and applied stuff. Well, like, in math, he says there's, like, seventy, eighty years, yeah, there's openings to real use, life effects. And there's a medical facility, like, five, ten years between what we did, what's come up. So there's a gap, but the movement itself is definitely encouraging.
It is therefore great that there is a development, that large companies are investing in huge budgets.
Uh, room six. Uh, room six is, uh, very much updates in the models during the year. Ia, we had room number 11, which is, in general, the modeling of the world. Here, I want to give a clear focus on the updating of the models. All year, just a month later, we've seen announcements and breakthroughs, uh, model appearances, right? There, in April, Mistral, Llama, then we had everything from Microsoft, all the Copilot, plus there PC showed up. Then in June, there's Claude Sonnet, then the Chinese model came and rolled, yes, there, Gemini and everything, and everything else went there. I'm not talking about, uh, fall, uh, and December is a huge update at ChatGPT. And in December, ChatGPT o1, o1-pro and the total value of this o1. We'll move to OpenAI separately. Why is it important that this is the number of updates? What, Ilnar, you sounded like everyone saw that, uh, like someone in-- creates, and easy-- just started to make a lot of things very simple, right? And, uh, in the twenty-fourth year, it showed that many things were sufficiently achievable from a model perspective. The question is, how much money is invested in their training. This, by the way, is the news that one of the models started to feel that she's ChatGPT, that's, uh, that's really cool, isn't it? Who's learning what now and who's using the data for this, and how can you verify that? It's become unbelievable. Uh, let's see what happens in the twenty-fifth year. But the twenty-fourth year is very lengthy, just cardinal, I think it's a breakthrough in terms of, uh, updates and everything, yes. Even where did we go? Up to sixth place. And all we've said is that it's very serious. It seems like this isn't happening in a year, and it happened.
It is a matter of particular pleasure that models are smaller in size. Yeah, and Sasha's been saying that, too, on a computer or on a phone, when a full-time useful model can be launched, it's also a huge push to continue the models. There was an example, I think Mistral, uh, seven billion, if I'm not mistaken, of parameters that show, uh, results are as good as GPT 3.5, if I remember correctly, which was practically there to sort it out more. size, huh? I mean, you can make a similar initial presentation, and you can use much less data. And this trend is a very good one, too. It's Apple Intelligence.
So when a model can be used on the phone to launch a nautical inside it, a huge bush will also go on to this technology.
Place number five. Oh, now, the most important, uh, trends of the twenty-fourth year that are fundamental, perhaps, are going to put the subject on the table. That's actually, and who-- room number five is who owns the chips. And that new generations of chips came from NVIDIA and other competitors. And, uh, I'm in a lot of business discussions with enough seriousness, and in the twenty-third year, I said that guys, well, many countries just don't have a chance, because they don't have chips, and they didn't get access to that chip. I'll never get it. When the NVIDIA chips in the United States, e., are heavily controlled by their State and policy extradition, many countries will be incredibly lagging behind because they simply do not exist. And I guess NVIDIA's leadership is that NVIDIA was a few times the world's most expensive company this year and was able to override, you know, its colosal growth, first of all, in the value of the shares for this year, and that it was the year. I was chasing Apple and carjacking Microsoft, and I was chasing Google on my capitalization, and it shows that, uh... Well, this is a very important event, probably at the geopolitical level. Well, at least that I would be surprised... by... giving priority. This must be a further turning of questions that will be happening in Taiwan, including with the NVIDIA factories there. And where the factories are going to be. We're talking about the Trump today and about how important the place is inside. Just look, this is gonna be a little bit late, and this is gonna be a little bit ahead. It matters. I mean, in the world, of course, until, uh, all countries like that are kind of far from it, although we're constantly discussing that there might be some chips in China, we just don't see them. Maybe not. Although someone says it's not in the chips anymore, but, uh, it's a big feature.
Sasha, you were just gonna add another company, right, in this subject?
Yeah. And I think we are in a very unusual situation where, on the one hand, we see that Chinese models are trained in the light of the large number of restrictions and sanctions, yes, the type of sanctions. x-- iron that can be imported-- which can be imported into China. But it's not.
But there's also a big comic-- well, like some entraps like Etched, Cerebras that train, that train a model transformer, and they start a model transformer on their own. chips specially made for these trans--- for these transformers. It's really amazing that we see... A-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a- Oh, that usually goes so much, it's a wardrobe, and a saft. Oh, and now these waves, they're like they're in the middle of a relationship, yeah, actually. And I'm very curious what this is, what it's gonna be.
But we remember, yeah, we were discussing Sam Althman's seven trillions going around, gathering around the world to move NVIDIA out. But if the market didn't want to give money, or if it didn't believe in those chips. Anyway, he didn't collect seven trillions for that hygaphabe of chips while he was still here.
Yeah, in this regard, we're in a state of resonance, you know, when there's a variation in each of the fields of development, that is, a jarth, then ax-- level like an accelerator, that's a s-s-softre, and common, there, methods, Inference, oh-oh, they're all kind of resonant in that the whole thing is, like, the most open-AI is making a reasoning model, right? So it's like a launch, I don't know, hundreds of downsized models actually, right? And what's really going on a little bit, a little bit of a push-up to NVIDIA and a little bit of a little bit of a downplay, the dominance of NVIDIA in that, uh-a-a, if for the po--in-a-inference model, it's a model. a much simpler task than model practice. And so, uh, making an alternative chip just to start already trained models and make a reasoning, that's a lot easier, right? So this year, just like a year ago, the dominance of NVIDIA seemed totally unwavering, it's now a big deal of questions, yes. First, models can be the same as those that can be less expensive. Second, maybe you don't have to practice big models, you need to start a little bit more. And in fact, there might be a new type of iron for the launch of smaller models.
It's a very good example, again, of market changes. It's called "who would know? I mean, it's definitely not a bet. And again, when we were just saying that there are big, big, big, big, big, big, big, big, and, um, politics still don't understand, I don't think that's what they're saying. I mean, I don't understand that there is-- I saw a very large number of people in the twenty-fourth year, who, uh, really thought that it was easy to start making chips in the country as NVIDIA produces. I heard it. People were talking about it in a serious way. So, there's just someone who's talking about how to open a restaurant or how to open a coffee shop, and there are people who discuss some big, huge projects. So for them, this story is like it's just, you know, easy to do, right? So, either, or, like, it's not easy to do how to start cars. But making NVIDIA, starting chips is much more difficult than cars actually do.
So, uh, especially knowing how many NVIDIAs and what people work and how many projects are in there, how many are tested, how many types of chips are tested, what they do, what they do, what kind of chips they do, Access is now in the world from the perspective of opportunities. Ah, the next most important place is that we're going to a quarter of the leaders, yes, this is room four. This is a blossom, enterprise AI and, in general, during the year, the discussion of the implementation of AI tools in terms of different business. It's very important, uh, simple people, how fast business starts to introduce AI. And yet, neither do nor do we, the vast number of funds, and--a-a, it was assumed, even more to focus on the need for stories that would work, uh, from, uh, creation, um, The decisions that will work in corporations, companies, business. And yet, at our last edition, I was saying that some of the last year's ends, that business, business, business--- world business, are very much behind in terms of the introduction of artificial, Intellect. So all the introductions of artificial intelligence are, um, very unstinting, like it's some elementary business. You know, "Well, everyone can, everyone can build a house, everyone can repair, everything can." Without knowing there's a different home, different repairs and different technologies. There's a very strong view of the business in AI. And I think that in the horizon of five to ten years we will see a large number of business extinctions and the emergence of new ones, uh, especially where people will become obsolete and not. I'm not gonna understand that.
Yeah, 100%. And it's really amazing that it's done-- well, the only, the only story is Klarna, yeah, here's the company. It's not a public company, is it? It's a company that replaces, which is actively replacing, uh-oh, staff, who are supporting, uh, users, yeah, i.e., customer support replaces them, uh, AI agents. I think that-- I wonder that, um, there is actually no CEO of a public company that can, as good as examples and with a further vision, anarchulate how AI improves the productivity of his company. It's amazing to me, isn't it? I mean, in a situation where, well, like SPO 500 grows mostly at the expense of this Magnificent Eight, yes, when many traditional businesses are not really growing, it seems that they're... it seems that many people have a lot of them. business needs to find a beautiful history of growth, right? And, well, AI-- it makes sense to build a beautiful growth story around AI, and it's probably the first wins and some optimization of some functions by 10 to 20 per cent at AI's expense, which is not so hard. But no one does, and it just makes me a little upset because America, as much as America, I don't know, has been famous for, uh, people doing good marketing, selling, marketing, yeah, they can tell me about how. Products will develop and transform.
Unfortunately, from public companies, we, from what I know, can't be articulating their AI strategy.
And that's not because, first of all, but the technology is still raw, hallucinations and all that is. And the second, it's not company, and, well, it's putting a bet on, uh, the O.N.I. And Mask has sued or the technology has gone the other way or something. So some kind of rhythm that you're not back in your company, but outwards, and also on raw technology.
You always rely on something.
I mean, now, yeah. I mean, I'm a pony-- yeah, I mean, I'm in agreement now, and for any public company to say that we're using OpenAI, and this is a way to win, it's probably not quite a reasonable way to win. The rate, because there were different kinds of problems with OpenAI. And Sam Altman was temporarily gone for a few days, right? But I think that's what now, but, uh, you can build a beautiful story about what, uh, this model ruckus, right? I mean, there's no vendor lock that there's something that can be switched between different providers. Oh, these technologies are now available, and only CEO Klarna is getting a little hypal. Although, uh, I think that, uh, I think there's a lot of other companies at first that I'm not growing up for which AI can be a tool to optimize their castes and, of course,
growth.
No, it's all up to the stove. We're-- we're all running a computer system like Windows or everybody's got a macOS operating system, or we use phones, we say we're dependent on the soft, or we're in the process of being installed. CRM system, ERP system, we always use a different soft system, depending on it, so-- or we say, "We use the Internet, we don't use the Internet, so, so, so, so, we're gonna turn it off. So we'll leave our couriers who will send letters to each other, and we won't use the mail inside." I think that this is-- me, I'm just a business, that's how a man is, well, wide-ranging in different processes, I don't see, Ilnar, that's like-- that's a limitation, of course, as one of the limitations, if I do. Use some kind of CRM system, right? I need to be connected to the Internet to get me to work. And if I don't... I can't be connected to the Internet, I have some isolated space, I won't use the CRM system. But at the same time, it's a question of understanding within, at the business level, actually, uh, the importance of this, the need for this component. It's not the fact to act like not thinking about everything, but just the need and importance of it. That's probably the kind of package.
Dun, uh, the Internet was active in the nineties. And when the boom of the docks and all the lazy online, it's two thousand years, right? I mean, when the technology stood up when they believed it, actually.
- I was when they believed in her, and they actually started to go. Also on the saft, yeah, there's an Excel accountant who started using, well, not when he showed up. All the bills on the calculators have been refilled for a long time. I just think the technology hasn't been in it yet...
Yes! And there's a question.
I mean, she's got to be a little bit of a field.
Many accountants, yes, and many accountants or many companies have been burned and lost because they have not moved, have not taken the market from the standpoint of some kind of automation. We're talking about that. I see someone's working, nobody cares, right? And he doesn't have any žel-- well, what does it matter? They were visited by clients, and they were there. Or they're there, I don't know, and they're swinging oil, and they're rolling. Yeah, what's AI? They have the most important thing that they own well. Or the most important thing is, they have a territory or a building in the right place. And there's a place where it's probably gonna be of great importance. It's like the quality of sales and services, there, or the quality of the sappport. Yeah, if you're gonna make 24-four-seven cool sappports, either there, or you're doing good sales, or you're doing a great marketing, or you're in there, you're gonna have a quality algorithm of some kind that's important inside you. determine what the user needs and so on. You're absolutely right that for-- we must be saying that now is too fast to grow. Excel came for a long time. I've seen, uh, fifteen years of the same speech: "You're outdated, you need to introduce the CRM system." There, or "you're out of date, you need to automate." It's just some ancient age.
Yeah, people keep talking about this subject. It's different. If you don't have that, you're already fucking outdated, outdated in this part. That a lot of business works like that, of course, and it's gonna work a lot. That's probably the point, that's the fundamental thing, including what's going on. And I want to go to room three. Aaah, and that's a separate focus. We have three news. Look, they, of course, well, a big pound-- that-- that's a big deal, too. This is all the baths in room three, all the baths that were in the legal sense of artificial intelligence and the ethics of artificial intelligence. And that justifies what we've been discussing in terms of business implementation. There are many statements, very many discussions on different laws. And this year we have given a clear time that new laws on artificial intelligence have been enacted in Europe, uh, and new laws on artificial intelligence have been enacted in California. In the United States, it was discussed quite well. They said a lot later, they said something. The companies at the beginning, like OpenAI, Microsoft, Google said there's nothing to limit. Then we agreed we should limit it. The mask says that there is no need to be restricted, there is a need to limit it. Many different discussions, but many new updates from Google, Apple and generally from OpenAI are not launched in Europe due to European legislative history with regard to restrictions, but rather to various restrictions. And, uh, I personally have this story that it looks like laws are not being adopted objectively, understandably, based on some precise design that can work for decades, like the U.S. Constitution. There are things that work for decades. And when it's just taken very spontaneously and chaipvo, like in the cowid, that's when something happens, people don't understand what happened. There's a lot on this subject of Haip, misunderstanding. And when someone hacks, then it's being discussed, then it's quiet. That's because the last, for example, four months, I think, in this part, although four very many updates have occurred in terms of artificial intelligence in the world over the past months. In terms of laws and legislation, well, it's just a little bit of a little bit of a little bit of a slower, slowly, slowly. But it's a big story for the twenty-fourth year. Obviously, uh, that will have a very strong influence on ordinary people. Because if it's going to be a big squeeze in the country, as you recall, there was a story when they banned the use of ChatGPT in my opinion or in Turkey or somewhere, remember that story when you started or in the twenty-third?
Oh, it was in Italy, wasn't it?
Italy.
Which one was it, in the twenty-third year or was it, huh? Or the twenty-second, yes.
Twenty-second should be.
They're not supposed to use it in the twenty-third, though.
Oh, oh, oh, twenty-third, what's the twenty-second? We're now twenty-fifth.
Yeah, twenty-third.
I've lost my calendar.
And legally forbid, banned. Well, that's what shows that the country is just going to go to the ancient age, right? And then you have to re-operate and allow. And this part, it's like a lot of companies. There were companies that banned their employees from using. There are these cabs, yes, when staff are not allowed to use different models inside their jobs, I don't know if they're writing code, writing texts, generating pictures. And someone says the opposite, we have a staff member now, who uses a system to program, right? Or use a system to work in marketing or use a system to be sold. So a lot of cabins. I mean, we're not talking about this in the general data policy, you can use it in medicine or you can't, you can use it in the general big services or you can't. Uh, this is a super important development theme for the country you're in, right? Iia, um, here.
Yeah, and since you've been programming, you've been a big development, from, uh, the appearance of the Copilot from GitHub Microsoft to the appearance of the whole IDE, i.e., the code writing programmes like the Coursor. We've had a lot of writing about it. People are watching, people see. I mean, if we're talking about the software, it's got a lot of gene networks on it now. Not for key decisions, but for some routine work, very active use is made. And here, of course, this is the authorization, and it's the company's internal policy, right? I mean, access, no access.
And more global legislation in different countries with access, lack of access to technology, which can be done. It certainly has a strong impact on the relay in completely different businesses.
Yeah. And that's why there's room number two. It's amazing to see the subject in room two, but it's like that. That's Trump who became president. So, here's his appointment for the other day and weeks. And of course, it can be very much, uh, it seems strange, with the Trump and the technological world, the world AI? But first, close to him, very much, and infinitely a lot of Elon Musk shows up. And we in the world know a little history when there are serious presidents in the world, and that's just, you know, president number one, yeah, in the world. The country is very big, serious. There are people from the tech market. Vice President JD Vance, he's from the technological world and from Peter Til's team, and the man who's appointed as new as his name? I forget his name all the time. The man who's appointed to be responsible for-- a, here, David Sax, the man who's responsible for the cryptoindustry. He's also, by the way, Peter Tile's team. And, uh, we understand that in the twenty-fifth year, in the United States, and in reality, there may be very serious changes in the world, depending on which Temp will adopt laws and restrictions, What happens in terms of the political situation with China, what happens in terms of the political situation regarding the war that is now under way, what will happen with the great big Number of countries. It's just an endless statement. And what happens next in terms of the resources that will be allocated to AI and tech. So one of the first statements by Ilona Ma-- uh, by the Trumpa, was that he was helped by a lot of Elon Musk and his Starlink, and that Trump didn't know about it. And one of the strong statements last year is that SoftBank invests 100 billion more in American tech. There's gonna be a lot of attention. Trump isn't much of him, it's not his style, but he said that artificial intelligence needs to be dealt with from two points of view. In one view, the need to allocate current electricity in the United States is not sufficient. All current U.S. electricity can only be used on AI. And he's been on the same page right now, and last week, he was talking about the fact that there was no AI technology loss, competing with China. Because, of course, there are two fundamental leaders in the world now, the US and China within the framework of artificial intelligence and technology. And in the last year, I think they've been ripped off more than ever from the rest of the world. And the appearance of independent companies like OpenAI, we'll see what happens, especially with the arrival of the Trumpa, because it's like some kind of OpenAI coalition, just a little different.
So you're not commenting on this, are you? Let's go. No comment. It's gonna be good without comment, yes. And when, and place number one. And room number one. Still, whatever we say about today's issue, about a large number of different companies and everything in the world, but what happened in the OpenAI development. And this company is worth a separate location, and it's definitely in place number one. And yet, if I had the opportunity to buy the OpenAI shares, I would have bought them. But directly, especially directly, not through brokers, and through anyone. A, OpenAI, first, showed a great deal of development about itself. They all had someone there, they had some change, there, some director, teams left, someone came. An endless number of discussions. But this company, which in December said that it was by the twenty-eighth year or twenty-ninth, by the twenty-ninth, yes, wants to make a profit of $100 billion. So her--
I've got $100 billion. It's just, you know, like, basically, nobody's got any. Well, some States, some super big, corporate, oil or something, maybe they do. Here. And, uh, showed a tremendously strong, I think, a change this year, by promulgating a model fouro, by pulling out one and, uh, running parallel, by pulling out a search--- from a search. It's a trend, it's a very serious trend, it's still a search. By e-mailing them about what they want to do and their chips, and saying they're planning and making robots, uh, and, uh, becoming the most popular app, there by the end of the year, that's what, Sasha, you. I heard, and, uh, getting hundreds of millions of people, permanent users, uh, company that started making a decent enough revenue, it might not be a huge one, but it's... How many of them are counting now, I don't know how many four, five billion, six billion, there, now, these numbers, they're not known for the rest of the time. By delivering a product that is expensive to the end of the market, by issuing many more different solutions, including the video-generation of PoSoR, aaaa, they, well, and Mr-- discussing in open what we do, we're gonna release it, there, I'm just saying, this year, well, while they're with Microsoft now, in all their battles, I still hear them being introduced, and still they're being introduced into corporations, and yet a huge number of them. People use them. So it's a company that's coming out of nowhere and probably becomes a name of a criminative, yes, and it's gonna be known, and at some point, all people will know it. Here. Let's see what's going on. So, the mes-place number one on the technological news and trends of the twenty-fourth year is an incredible leap ergoAI Open. And I think he's a hugely different person than what we saw in the twenty-third year when ChatGPT showed up three and a half.
That's right. It's a totally feno-menal story. Uh, she'll be, I'm sure, long studying in all business textbooks, because they're breaking all the rules, right? So they've got a billion dollars without a product or a revenue. But now they, well, in every faith--AI, vertically, they... No-- no AI vertically, there's no company that goes through OpenAI. I mean, yes, it can be said that in enterprise adoption, yes, there, they are now comparable to Anthropic, but it still cannot be said that Anthropic is overtaking OpenAI into enterprise usage, right?
You can't say that! You can't say that.
Well, I don't turn my tongue into saying Perplexity or Google is overtaking OpenAI. I, for example-- I didn't use Perplexity or Google Generative AI, so I trusted you to answer. OpenAI search I trust, and it's great in me, in my-- my practice of using GPT, right? That's why I think it's a fe-feminal result. And what they've developed technology, uh, Voice Assistant, a which, well, Google, Amazon, Microsoft has long been striving, and now OpenAI gave it, it's
phenomenal.
Yeah, by the way, forget to say Voice.
That they're so successful at all fronts is unreal.
Yeah. So now, OpenAI, which is, by implication, Zuckerberg to make it, this chat-bot in Meta is the world's most popular, he needs to subsidize the free use of Lama in India, right? Well, I mean, he-- well, because in India people like free AI products. Now, uh, OpenAI is as advanced as technology-driven adoption, that, uh, big companies will need a subsidy-- well, com--- whatever, giants need to subsidize billions of dollars to avoid a billion-dollar subsidy. Stand back.
I would add that to the twenty-fifth, because the twenty-fourth, particularly the OpenAI, is concerned about very strong technological developments, showed how technology went far. But the real use you've been talking about, yes, and about enterprise, other things, I'd love to see in applied things. Like the Chemistry Nobel, the Nobel on Physics has already been given to people who are highly connected to AI, right? By chemistry, especially when, yes, Sir Damis Hasabis got this story from Google DeepMind. Medical development is possible with AI, genetics, other directions, engineering. I'm sure that can still be used to what's already in place. I hope that from such a simple, turbulent development toward when we're all in the bet when we're not done, but it's kind of interesting to work, it's all going to be all about some of these applications, uh, That, um, was about life not only for people who come on the site,
there, ChatGPT, Claude or something, but, as a result, in conventional applications, it has become available to a large number of people: I don't know, there's drugs, new cars or something.
We're on ToTheMoon channel, technological news and sites from the Silicon Valley all over the world. We go out every Sunday, we're always four people. Write what extra trends you've seen this year. It's very interesting what happened in the twenty-fourth year. What plans do you think will be in the twenty-fifth year? Actually, who's gonna win what's going to happen everywhere, huh? We're talking about company and business, and the country. What's the most interesting thing about countries? Keep watching us. Before we meet! Next Sunday.