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Transcript · 042 · The $500 Billion Stargate: AI Is Becoming a National Industrial Program — ToTheMoon

English machine translation of the Russian-language episode. Timecodes open the source video.

Episode overview
00:00:00–00:00:49Welcome to ToTheMoon!
Alexander Volchek00:00:00

Hey, everybody! We're on ToTheMoon. Technological news and sites from the Silicon Valley and around the world. We're going out on Sunday. We're always four people. We said that the unbelievably strong AI would affect the appointment of Trampa, uh, as President, and put it on second place. Three people come to him: Head of OpenAI Sam Altman, Larry Allison and Head SoftBank. At this point of time, when I saw, I immediately threw the Oracle stock at the same minute. It's more than the whole-- than the U.S. market. And that's, of course, uh, an incredibly serious statement.

Mentions: Donald Trump · OpenAI · Oracle
Alexander Mashrabov00:00:35

And I started thinking, and how did Sam do it, that's how he got past Mask, right? I mean...

Mentions: Elon Musk
Alexander Volchek00:00:41

I think TikTok is worth a trillion dollars in our estimate.

Mentions: TikTok · Donald Trump · OpenAI · Oracle
00:00:49–00:02:40Who invests in AI? Tramp, Microsoft, Oracle and SoftBank
Alexander Volchek00:00:49

Well, I think, of course, that, uh, just a incredible explosion, just a world-wide explosion of technology has happened. And, by the way, we're with you, and two weeks ago, we gave a list of revolutionary things and trends that will affect the market in the twenty-fifth year. And we had a very strange trend that sounds like, I don't think I saw any of the agendas, I think we're the only people who said that. We said that the unbelievably strong AI would affect the appointment of Trampa, uh, as President, and put it on second place. Trump became president, and, well, he's about to be appointed the other day and weeks. And of course, it can be very much, uh, strange, with the Trump and the technological world, the world AI. We understand that in the twenty-fifth year, in the United States, and in reality, the world can have very serious changes, depending on which Trump will adopt laws and restrictions. First place, we put the OpenAI on the second place and put the Trampa on the second place, which is very strange, right? I was told by some people, "What is weird? You got a quantum computer here, VR, AR, some company. So, the new president in the US is chosen, uh, Monday inauguration is going on, uh, Monday is inauguration. On Tuesday, in the first public interview, uh, with Trump, that is, the first day of the Trumpa, uh, Trump is worth three people, the head of OpenAI Sam Althman, the head, uh, chapter Oracle, uh, how's Larry?

Alexander Mashrabov00:02:29

Larry Allison. Larry Allison.

Alexander Volchek00:02:31

Larry. Just Larry.

Alexander Mashrabov00:02:32

Look at what he looks like, Sasha.

Alexander Volchek00:02:35

Chapter Oracle.

Mentions: Oracle
Alexander Mashrabov00:02:36

I know I saw what he looks like.

Alexander Volchek00:02:37

Chapter Oracle.

Mentions: Oracle
Alexander Mashrabov00:02:38

He's eighty

00:02:40–00:05:00Who invests in AI? Tramp, Microsoft, Oracle and SoftBank
Alexander Mashrabov00:02:40

years old.

Alexander Volchek00:02:40

Yes, Head Oracle and Head SoftBank. At this point of time, when I saw, I immediately threw the Oracle stock at the same minute, but I did, I looked, like, a half hour after, uh, after the show, and the markets closed. I did. And on that day, 16 percent of the stock went off. I mean, yeah, I'm not a live broadcast, I'm sorry, I've been watching. I bought it from the morning, so I bought another company that's gonna be unnoticed, and we're gonna talk about it now, yeah, which was also unmarked, because Oracle didn't go out on the market at all last year like In the trend. Although Oracle, by the way, grew up a lot last year. It's also very interesting that Oracle has grown incredibly strong. Look at the place where the richest people are, uh, the owner of Oracle. That's a very interesting subject, too. We'll see where he is, what kind of person he is, and why he's suddenly up. I recall chapter SoftBank that when they chose Trumpa at the end of December last year, the was a meeting between the Trumpa and the head of SoftBank, and he said they would invest $100 billion in the US economy. It turns out that after this meeting, there was a closed discussion in, investing in the technology market, in AI, where Trump said, "We're not gonna invest 100, but two hundred." And then, on the first day of their assignment, they all meet, and the head of SoftBank says, "Wem Trump said we need two hundred and we found five hundred." Guys, $500 billion is half a trillion dollars, more than the whole-- than the U.S. market. And nobody's operating that number. I told you five billion dollars are nothing to invest in. And we always, yeah, mention that. One thing, by the way, nothing. This is Trampe at this conference, and this speech says, "How do you comment on the fact that these people are enriched at the expense of you?" He said, "What amount?" He said, "What amount?" "All right?" They say, "Two billion dollars." He, he, he, uh, snuck in this interview and said, "For these people, it's peanuts," and looking towards the head of the OpenAI, chapters, uh, SoftBank and chapter Oracle, that's the nuts for them. I laughed and said, "What are you asking about?" Well, these people are operating on other numbers. So, $500 billion on the first day is one of the most important interviews.

Mentions: Oracle · Donald Trump · OpenAI
00:05:00–00:06:15Elon Musk on investing $500 billion in AI
Alexander Volchek00:05:00

These people were here for a long time, they were given to communicate together. And that's, of course, uh, an incredibly serious statement. Uh, not much, they said they'd invest that money in medicine. What do you think, huh? Because we don't have much to discuss at this meeting today, we'll discuss very deep things, and I don't think the market sees them. A lot of people can't see. Look carefully, because this is a subject that needs to be clearly known if you want to be present not just in technology, in technology, in technology, and in fact, in the first place, what happens now in technology. The world. Yes, Sasha.

Alexander Mashrabov00:05:38

I'll put a little bit of a smash on it, I'll add a drama. So, shorter, well, Elon Musk wrote, yes, that under Sam Altman's tweet, you don't have any money for that.

Mentions: Elon Musk
Alexander Volchek00:05:48

You tell people. I didn't say that right now. You tell people what details are to make people understand, right? Because we're in context. Where? Where's the money? We're in context, yes. Explain to people.

Alexander Mashrabov00:05:58

Yeah. I mean, Elon Musk, he's the closest to Trumpe, more or less, right? And he was inaugurated. And when Sam Altman announced in Twitter that this Stargate top project, $500 billion--- Elon Musk wrote that money they actually don't have money for it.

Mentions: Elon Musk · Donald Trump · OpenAI
00:06:15–00:08:51Donald Tramp and Sam Althman family ties
Alexander Mashrabov00:06:15

And I started thinking, and how did Sam do it? That's how he got so far, how he could walk around Mask, right? I mean, if Mask was like there, I don't know, the second, third, fourth person in America after the Trump, right? So, purely politically, yes, we take how he could come in. I've been thinking about it for a long time. I remembered the world, the world works. I remembered that it turns out my friend was telling me earlier that there was Josh Couchner, who owned Thrive Capital, who was the founder and owner of Thrive Capital. Thrive Capital is a relatively young fund that led the last round in OpenAI. Yeah? And as for every young fund, the worst thing is that your biggest investment is gonna be the last one, right? That after you, no one will put money and your biggest investment will burn it, right? It's the worst. And I remembered that Kouchner was not just a name that the last counselor, Trampa Jared Kouchner, had the same name. And the sweating I remembered that he was actually married to Ivanke Trump. Who's Ivanka Trump? And Ivanka Trump...

Alexander Volchek00:07:45

Wow!

Alexander Mashrabov00:07:48

That's right! It's Donald Tramp's daughter. I mean, I realized that only Ilona Mask could be circumvented by these direct kinships, just so, no way.

Mentions: Donald Trump · Elon Musk
Alexander Volchek00:08:00

Well, that's...

Ilnar Shafigullin00:08:01

Pictures and tiles to connect.

Alexander Volchek00:08:04

Well, first of all, this is a very interesting subject. What you're saying now, first of all, well, that's a super cool conclusion. And there's not much about him, not that many writers, is it? What Sasha said right now, I didn't see it at all. And I'm saying, and adding, that's important information, we're showing you--

Alexander Mashrabov00:08:22

Excuse me, excuse me. I also wanted to say that Josh Kouchner, he's been over there by Evan Spigel and everyone. I mean, he's got a model, and I think it's top five Vogues, there, there, a thousand years, I don't know. Well, that's dudes, you know, they're kind of, like, really, like, uh, this elite we don't see, shorter, all I'm trying to say is, that's the maximum elite, the maximum show business, right? I mean, they're some people, they're there, so they're just as good as they're in show business as possible, as far as they're in the elite, they're just not on the surface.

00:08:51–00:12:32About $500 billion in I.
Alexander Mashrabov00:08:51

Everything I wanted to say.

Alexander Volchek00:08:52

I think that an incredibly important example is what has happened now that people often discuss and see many things as a pattern, no reason or investigation. We were just the day before the Trompe was appointed, and this is the one behind the story, and I was walking with my mom, and I said, "The whole world is talking, "that's where Trump will do what he's gonna do." But the emergence of AGI in the twenty-fifth year and the breakthrough, for example, in AI, can change any economy of the world. And if there's anything serious about the U.S., it's gonna be a huge break. It's just, it's so huge. What are you-- what are you talking about, then who's talking about? Everybody understands what can happen in terms of the resource that's inside. And they come out here, they throw half a billionaire, oh, half a trillion. And when you've been inside all the discussion, like Trump will run the technology sector, and there's no hop, Trampa, he's not standing there. Not much of it, he's not worth it, he's complaining the next day. Which, by the way, is very strange, like the person who's approaching someone complains. Because if he says they don't have money, he shows that Trump made a wrong decision, he's been deceived. So Trampa's team can't check. By the way, even democratic television cannes-

Mentions: Donald Trump
Alexander Volchek00:10:00

Even democratic television channels, discussing this topic, said that, well, I guess, the head of SoftBank has no problem collecting half a trillion dollars in the world, which is a lot of people who are happy to be able to throw money on AI. peace. Trampa, by the way, was on the canal the same day about the first day they didn't collect half a trillion dollars and three trillion dollars. And they're planning to collect seven by the end of the week. What are these numbers? What do they mean? Who's adding where they're going to collect? Nobody knows. But the move is phenomenal. Let's get this straight. I think people need to know what half a trillion dolls the AI market is. First, they said it would--

Mentions: Donald Trump
Alexander Mashrabov00:10:42

I'm sorry, I should. Sorry, I wanted to talk about Sam here again before we went to serious things again. Sam, he's so genius that he's out of this, out of how Microsoft dominated him, right? I mean, like Sam was above all the vents here than all the start-ups in the world, shorter, more than TikTok, right? That's what they were at the same level as TikTok and OpenAI. Well, the-- the point is that TikTok is as important as the Chinese government, and OpenAI for the Americans, right? They've come to this level. But it's clear that Microsoft is one of the three gmile in the world that exists, right? So one of the biggest, well, public companies. But Sam found a way to get over this, like, a roofing, I don't know what to call Microsoft, that's the Microsoft absurd attitude with OpenAI. And how do we move up, that is, to the world's most senior president, isn't it? That's what he has, that he can go up like that, I don't know, in his head, not in his head, but that he can take all the obstacles to himself is phenomenal.

Mentions: TikTok · OpenAI
Alexander Volchek00:11:47

Write a comment now. What do you think about 500 of these billions? Can they even be spent effectively? Because five hundred billion dollars in the technology market, no one's ever spent so much in life. And they can be spent effectively or a bunch of salutes? What do you think? And is there a possibility of doing something in artificial intelligence at least 500 billion dollars? What are you looking at again? Could that be done in your country where you are now or in some company? Who do you think would ever be able to do that $500 billion? By the way, the question can be seen, but who's gonna be the head of the $500 billion? What kind of person is this and who's gonna be the real deal?

Alexander Volchek00:12:32

It's very interesting to start this discussion and see what happens. Well, that's phenomenal. If you've said TikTok, let's get some information that little people see from TikTok's perspective. So, Trump on the first day of his inauguration, is proving to block TikTok in the United States. I'll notice TikTok is no longer available in AppStore. And now in America, they sell phones with a fixed TikTok and ten, $15,000. I was personally thrown out by the squeakyshot yesterday, there for $13,000. I was even kidding, so my partner wrote that I should probably have a second phone-- sale. It's got TikTok on it. For $13,000, I'm willing to give you ten dollars for ten, I'm willing to give you the TikTok. But, look, at this point, we should ask: why would Trampe leave TikTok? Trump is categorically opposed to the spread of Chinese influence on the U.S. territory. And we all know that we know that TikTok is unbelievably very much infiltrated into, unbelievably, a child-friendly, child-consciousness in the United States. A teenager. A teenage consciousness. And China has influence. TikTok is developing his technology. They are one of the leaders in AI, including in the world, and they develop within the United States. And there's not much of a kind of friendship with Tra-- with Elon Musk, he's kind of friendly with Zuckerberg. And everybody says, "Oh, it's to get Tra--Ilon Mac that all." But it looks really weird. And here on the first day of his appointment, he doesn't mean the phrase, do you hear it or not? He says the following phrase is unique, which the media didn't write very much. He says, "Who told you that TikTok should just take him away and make no money on it? I think TikTok is worth a trillion dollars in our estimate." Call attention to the trillion dollars, guys, the trillion dollars! Someone was writing that Perplexity wanted to buy it for fifty billion. He says, "I think he's worth a trillion dollars. And I think why not say that 50 per cent belongs to the US government, and 50 per cent belongs to China. Let us pay half a trillion, and we'll just get half a trillion dollars. "Let him continue his work." Half-trellion dollars. What's he doing with this? He says we're half a trillion, not with the state, but with private money. Not much, money, including Chinese, because SoftBank, I'll remind you who owns SoftBank in the first place and what kind of people it is. He's inviting TikTok to inauguration that nonsens! Well, look, Chinese high-ranking, yeah, it's like a civil servant, right? What is a Chinese high-ranking man in a technology company? It's a masterpiece. That's how the Russians see the oligarchs. I mean, it's the other thing, it's people that are approaching the power. He's inviting him to inauguration. And then he says, "We've got half a trillion to come inside." I don't know what this is gonna be about, by the way, that as much as possible, but that changed everything. No one, no one, no one, said that this could be the result of TikTok. And we'll all be watching you for the next few days. What's the problem? The problem is that he cannot, in fact, withdraw the previous decree, which was, yes, redraft the previous decree, which was, he could have extended it and how much support it would be, there, the Senate, Congress, the courts and all. The rest. Remind that what Trump says is what's gonna be done doesn't mean that everything is possible because there are, uh, laws that are in the US with the prest-containing mechanisms. Detaining mechanisms that work very seriously. But the attention itself is focused, that's the trick they have, uh, that's what he and his team have in AI technology is incredible. And you, by the way, Sasha, said interestingly about the head of the lip-- Apple.

00:16:27–00:17:34Top of the top 10 of the richest leaders in the United States
Alexander Volchek00:16:27

But once again, let's see the top of ten US money leaders. So, the first place is four hundred and thirty three billion, Ilon Mac. I want to point out that Ilona Mask doesn't have that money, right? Some people just think that this is the kash that he's the richest. He's not the richest in kash, it's estimated to be his assets, right? There are people who are more rich than he is in terms of cash. This is it again, it's not free stock, it's a cash. In second place, it's Jeff Beos, this is Amazon's chapter. Mark Zuckerberg is third. They were all three of them inauguration. And in the fourth place, Larry Allison, who is exactly with Zuckerberg in terms of volume. And his company is not-- and his company is very interesting, Oracle, it's not worth like Apple three trillion or NVIDIA three trillion, or like Meta, there, three trillion, two half--- or Google more than two. His company is only worth 4 hundred billion, and he has a $200 billion fortune. And Larry Allison is here at this meeting, and he doesn't talk about money.

00:17:34–00:18:17Where are the $500 billion going? Health system
Alexander Volchek00:17:34

He says we're gonna make a system, which they're gonna do for these 500 billions. He pays attention to what they will do first, which will help in health care, in medicine. And they'll launch new factories that will allow any United States doctor, anywhere in America, to make a decision as the most awesome doctor in the United States, anyone. In Stanford, he's sitting in a hospital or John Hopkins, there, so at a clinic, wherever he's sitting, he can make the most awesome decision in terms of medicine. And Sam Althman's coming out here, says thank you. He's stopping, he's stopping Trump. That's a purely business approach, by the way, not a political one. That's not how politics works.

00:18:17–00:18:55Sam Althman and Trump
Alexander Volchek00:18:17

And he says, "Sam, you're a very smart man. Tell me what you're doing in medicine." What does Sam Altman say? He says, "You know, I don't know much about it. It's not my verse. Here are the other two gentlemen who stand up, and they show up on Ally Allison, and they can explain what's going to happen in medicine. And it shows, and whose product project? Whose product project? I mean, the product project, of course, isn't Sam Altman, it's obvious. But Sam Althman's presence is like a completely young engineer, not a policy, not a different kind of thing, a man who's been driving to the Trumpa in recent years writing everywhere that--- there's his tweet, yesterday has already...

00:18:55–00:20:53Fenomen Larry Allison
Alexander Volchek00:18:55

Of course, a thinner. Yesterday, they put a tweet from Sam Altman when he said, "He launched a new project to minimize the influence of Trampa in the USA." So, yesterday, Elon Musk puts it in there, "What kind of project is that?" And of course, this war is coming inside. By the way, yesterday, Sam Altman put his post in the X, where he wrote, "You know, I've reconsidered my position on the Trump. I think he's a very smart man. I should have thought better. I didn't think so well. I'll think better." I was lying last night, and I think three hours before I was asleep, I had his tweet because, of course, yesterday there were crazy races and discussions on this subject. There's been an incredible big fight, and it's all in the technology world. As long as people in a world think what's going to happen, America, of course, well, it's a breakthrough, it's a very big move. Now we're gonna say that we've actually come up, I think it's incredible, shorter, very...

Ilnar Shafigullin00:20:00

I think it's incredible, shorter, very powerful things have happened this week. Two, right?

Ilnar Shafigullin00:20:06

Yeah, I'm talking about Larry, I'm gonna add it. It's not a median person. I mean, if there's anyone you've called the richest, they're always hearing and Mask and Tooth and Zuckerberg, and many other rich people are very, very media. And Larry, I think very many people have never heard of.

Alexander Mashrabov00:20:24

Mm-hmm. Yeah, yeah, yeah.

Ilnar Shafigullin00:20:24

If you've heard about Oracle, then the owner of Oracle, I think only a very small number of people knew. And there was an interesting fact. Uh, journalists asked Trampa about inertia about buying TikTok and, like, if he was open to, like, what, Elon Musk would buy TikTok? Iia Trump said it was funny that I kind of don't mind them both doing it with Larry. So he's starting to pull this man up everywhere and maybe he's got a point in looking at him.

Mentions: Oracle · Donald Trump · TikTok · Elon Musk
00:20:53–00:23:43Who else invests in the AI?
Ilnar Shafigullin00:20:53

Maybe it's a pretty active future player.

Alexander Mashrabov00:20:56

I think it's not even possible, even super-need, and I think I should probably look at him. And by the way, who didn't see, there were two-- three companies in there, they were not in the presence of the heads, but these companies were separately described. There was a NVIDIA company. By the way, the head of NVIDIA was not present at the inauguration. There was a Microsoft and Microsoft company, I don't know, Bill Gates was inaugurated? I didn't see him. Here. And...

Alexander Mashrabov00:21:21

I don't know about Satya Nadell either.

Alexander Volchek00:21:24

Yeah. And there was Arm. It's important, isn't it? There was Arm. It's a British company that's manufacturing, a processors, GPU and graphic ones. And they have the shares, too, and by the way, they've got the most of them. The strongest shares she's ever had, a little bit of a slide, a little takeoff, and they're gonna move. By the way, I checked yesterday with a nefarxus what happened to the change in the value of Tesla's shares we talked about. Remember, there was a subject? Let's buy and see.

Mix00:21:55

Yeah, yeah, yeah.

Mix00:21:56

I have the biggest increase in Tesla stock. So they took off during this period.

Alexander Volchek00:22:03

Sas, there's a need for a discleumer here that this is not a personal investment recommendation.

Mix00:22:08

That's not true! No, you're not what's not really that, it's easy. I remember, as my close friend says, uh, Dima Muginov, he says, "If we buy something, we have to sell it to everyone. If we sell something to Sasha, we have to buy everyone." So, here, we usually have this kind of thing.

Alexander Mashrabov00:22:25

Tell me, will you sell them then?

Alexander Volchek00:22:28

We usually have this lucky luck. Here. But it makes sense to look at these companies and realize that the same company Arm, she, uh, market capitalization... What's the interest of these companies? When the company capitalizes $400 billion, like Oracle or Arm, these companies are interested in having a huge potential in terms of cost. Because someone says that if there's no three trillion potential, I don't agree with it. I think the cost and potential are accurate. That's what it is, especially now that when you're like, when you're playing like this, what are you? Well, when those influenzaes went, huh? Those companies will definitely have a growth. So, 100 percent of Oracle's infrastructure is gonna be a big player in AI market. Well, it's not, uh, obviously. By the way, they've created a new company, we just didn't sound it, right? Still, a new company called Stargate has come. Iia is in this company, this is a new company that, I don't know yet who she's gonna have CEO, by the way, who's gonna have a chairman in there, who's gonna run this company. Because there are people, I understand, shareholder, they're different, but who's gonna run, we'll see.

Mentions: Oracle
00:23:43–00:27:30New investment development
Alexander Volchek00:23:43

One of the main steakholders of Arm, by the way, is SoftBank. That's what's very interesting, too. Which is interesting, too. Well, I think we should go to the next interesting subject. So far, parallel--

Alexander Mashrabov00:23:56

It's really very, really, really, that's, I think, a new development vice. In the way that... The new development stream is that it's a little like the way venture investors want to work. Venture investors want to get a smaller flash-fon, something to shoot, and then raise a bigger fund to support it, right? And I think that, like this structure, it's necessary, and Sam Althman, because he needs new sources of investment and bypass this control of Microsoft. Also, it's important for SoftBank, and, uh, to find new, as to say, the meaning of Arm, yes, some new, voluminous projects that might push it there to NVIDIA, for example, yes? And that they could pack it in something important and probably harder, and it's probably Arm and OpenAI, it's very hard to find some new meaning, even bigger. And they're very beautiful. And, of course, for SoftBank, it's a great idea, considering they're a big investor in Arm.

Mentions: OpenAI

That's a very good idea. I mean, in fact, now and then, huge infusions, investment in AI, Microsoft and OpenAI, and NVIDIA, and Arm was huge in investment, and Oracle was in, among others. And that will unite them. And, of course, it's, uh, the next, next market, yeah, the next one's some kind of incredible big projects. Again, for those who don't know, they're one of the first factories that want to open now or, they say, open or open or build. Well, it's still in some kind of mist. They are in Texas, yes, and they have stated that 100,000 jobs will be created. That's a very interesting statement. And here, of course, is the position of Ilona Mask when he's been stiffing around the country that it's a faeque. To be honest, that's amazing, right? Kidd, it's a faeque and that there's no such asset. Uh, and, uh, at this point, you think how the fairy is, and how do people even say that? A little weird, huh? But it's probably a different power-sharing. Doesn't mean that Sam Althman was more cool inside than Elon Musk. No way. I think that's the distribution of different lines that work, different lines. We'll see...

Mentions: OpenAI · Oracle · Elon Musk

Yeah, well, it's just that Sam is willing to go to any partnership with anyone to, uh, win. Ilona Mask doesn't seem to be particularly noticeable to have him partnering with someone like that, yes, in business. He's always there, CEO, he's always there, boss, everything. Oh, well, just two completely different ways to business. Well, I mean, we-- that's a long time ago, so two people with, like, very different views on life, from everything, right? I mean, starting with, uh, Sam being an unconventional orientation, and Ilona Mask, I don't know, there are seven or more, eight kids. Well, they're, uh, just in every sense, they're all just on different spectres.

Mentions: Elon Musk
Alexander Volchek00:27:18

Yeah. And Trampa has many different lines, very different. That's what I think it's unbelievable that he's moving completely individualized with different people.

Mentions: Donald Trump · Gemini · OpenAI
00:27:30–00:28:30Launch of the new Gemini model 2.0
Alexander Volchek00:27:30

And there's no such thing as one person to run an agenda. I suggest that we move on to the next issue, which is important enough. So it's a turnout, uh, if we can just talk about it now, right? Not much of a-- this news, it's from-- the news of today's morning, at least when we're recording now, we're recording this for a few days to the graduation. First news this morning, uh, they put out, uh, the Gemini model, and, uh, she showed that Gemini Flash Thinking was called, and that she was superior to the OpenAI o1 Pro model and was superior to analysis, It's math. And that she's got a thicken to put on-- not a-- a million tokens, and that, well, she's got a lot of spectaculars. But the point is, the market is... little bit, it's still, I understand, there's a lot of it free, right?

00:28:30–00:30:10OpenAI Operator
Alexander Volchek00:28:30

There are just very serious decisions. The market is not getting any further. In parallel, the OpenAI Operator issue just happened. I remember that this is, uh, an agent, an independent agent made inside the GPT chat, who manages, uh, different cases. So that's until you can make a big deal about going to the restaurant tonight, and he'll do it. And by the way, OpenAI is in the bete version of ChatGPT Tasks, and, uh, it works in how? I asked her yesterday: remind me-- from the morning, I got a list, uh, ten AI-- value of AI Marquet and NASDAQ. And he sent me a text to the mail this morning, so please, you're up to ten unloads, right? And I got this top ten off. It's still a struct-- built-in, some kind of function, but it's pretty cool. It's still a reminder of some other type, more extended, other class. It's not na--- it's not gonna remind me to see, it's a different class, yes, totally, totally. Not much of it built into the general infrastructure. But the operator would like to let-- he-- says he should be available now in USA, and, uh, people with access, like I do, but I haven't... While it says he's still locked, I can't see it now. Most of you are likely to be able to see him, uh, most likely.

Alexander Volchek00:30:00

See, a-a-a-a-a-a-a-a-a-a-a-a-a-who--who has access. We'll be telling you about it. But the point is, you can set the challenge here,

00:30:10–00:34:00ChatGPT reminders
Alexander Volchek00:30:10

some extra-curricular stuff to start testing. Let's see what happens, yeah. And...

Ilnar Shafigullin00:30:17

About the reminders. Oh, just so the audience understand, yeah, it's not like a tray in Telegram where you wrote the message, and then it comes to you, there, in-- in a while. This is exactly the start of the request at the time of the appointment. So you asked him to make a collection of relevant, uh, prices this morning. He didn't do it tonight when you asked her to do it, and the violin himself came down when he was supposed to be in. And that's what's fundamentally different. That you're putting the assignment on hold for a while.

Discussion participant00:30:49

Yeah, but it's kind of a really bad job for now. At least I haven't seen any positive example in Twitter, but I've seen only negative. Clearly, negative tweets, they're gathering more, uh, uh, Haip, I guess. But I wonder if you had any positive experience?

Alexander Volchek00:31:07

Well, I have a positive experience in the way that it worked somehow. Question... And actually, this is the market, the run-off, and he's got a good turn, but it's just so far, it's just that it's not clear why we should start. So what's his point? In fact, I could also put a reminder, come in and see it. I'm still with-- well, that's not a task that's done, like, sort of. It is unclear what scenarios are, which skies are still available. But what Elnar said was very interesting because the message that was delayed when I had a delayed message in Telegram that would have set some parameters in it, it's really mo-- That's the point, that's a little bit of a point, yeah, a little point. What they're gonna add now is this extra bypass to some agent, it's just a potential skill. The fact that they're working on a curve is a fact. It's like Apple Intelligence. It sounds like it sounds interesting to me like this button, it could work sometime while it works, well, it's a curve. Well, that's impossible to use. It's coming up in undisclosed moments, smashing something. I don't even know what Apple is gonna do. They promised before March that it would be a candy, right? Here. But, well, I believe in Apple. But it works as long as it's curved. It's probably not clear here either, either, from the standpoint of OpenAI, and that it might be in the skies, yes, and that it might be for technology in terms of this foreign practice. But it's obvious that some things are already working at some other level, well, just at another level. Personally, I saw a completely different level of work on O1 Pro. I mean, uh, interesting cases I've been checking over these weeks, I've been licking huge amounts of raw data from analysts, some sort of reporting from different business, and, uh, I've asked to count me. different patterns. And, um, I've been telling you about it, yeah. And the level, uh, the conclusions are just striking. Well, that's a very serious information the system's giving. She, uh, adds to a great number of additional thoughts. Doesn't mean you're gonna be doing something. It's the question that it helps you move forward, yes. So let's see how much these slippers are, how far they're gonna be, uh, really, um, you know, doing differently, what? And plus how it's possible between people, how people can exchange. I'm still sitting in parallel, thinking of some kind of cab that I'd probably, like a reminder, let my wife get away from me, yeah. It's a smart combination of things that would be a little... Well, some parts inside, but it doesn't know how it's gonna work them out. So let's see this operator on how he's gonna work. Like, if he could put some things on his phone when he, for example, I don't know, calls someone and some information would, yes, add, at the time that it would be. Or recheck some data that if they do.

Mentions: Apple · OpenAI
00:34:00–00:37:11Benchmark of the new Gemini 2.0 model
Alexander Volchek00:34:00

Plus, it's a question not to use a pay-as-you-go, not to write algorithms, uh, and not to use the external softs 50,000 grand, yeah, to write some module.

Ilnar Shafigullin00:34:05

I'd be back to Gemini's story. Uh, they say that she's the first place on the baccalaureate now. And on the word "baccmark" I'd like to stop. Uh, look, all models are now being measured by some indicators. There's a baccalaureate, there's a math problem, there's a baccalaureate with programming tasks and a large number of different. And everyone chooses the one that's more winning for this company. And Gemini, he, uh, first took the LLM Arena Bachmarcard. I was wondering what the baccalaureate was. I want to share with you, and with the audience, I think it's gonna be interesting, too. It's quite an interesting system. Uh, you're on the hallmarena website.ai is, uh, an international version. Yeah, well, with others-- with another set of models. You leave the prompt and, accordingly, your prompt response is written by two random models. You see both answers, and you vote what you think is more relevant. Well, there are four versions of the answer. Both varian-- oh-oh, both options didn't work out for me, both are good or there is a better option B. And on the basis of a vote of the website, uh, the ratings are being prepared. And that's what it is, so, uh, Gemini Flash, the new version that came out, she took the first place. Uh, we have to understand that all the baccalaureates, they have their own dignity and their flaws. If we're talking about that binch mark I'm talking about right now, about Arena, the questions that are being asked as such a test, they're very specific, they're not well-designed. You can come in, I came in personally. You're asking me a question, you're two models answering, you choose. Uh, questions are probably not well-designed, yes, but a lot of people are asking, on average, what is actually going on in the model. So the Gemini model is well answering these averages of the common user. Not good, not bad, but you just need to understand when you're comparing models from different benchmarks, and what's under this baccalaureate? And I wanted to add something. I'm generally recommending that everyone come in here on this binchmarc just because you can write some text there and see what models you're gonna have to answer. Because it's still in most of ours, yes, we use one, two, well, three, and they, well, over 100. I think there's a hundred and ninety-four different models in this baccalaureate. And you may be surprised to see the answer from an unknown model that might be even better than your usual model. In general, the various models may be very and very busy. I therefore recommend. Look, look. I spent some time on this baccalaureate. That's a very busy idea.

Mentions: Gemini
00:37:11–00:38:29Benchmark of the new Gemini 2.0 model
Ilnar Shafigullin00:37:11

And in general, the idea of comparing models in such a blind way, I also felt very interesting.

Alexander Volchek00:37:14

Oh, we're definitely gonna have the data, too, yeah, let's just, like, let's just go in. It's a good, uh, you want to figure out, it's a very good story for a further review.

Alexander Volchek00:37:25

There's a lot of Internet about this, I think. Well, you can take this story.

Alexander Volchek00:37:30

But we have today, we have today, you know, just so common, it's, look, it's a very narrow little market, I mean. That's a good subject.

Mix00:37:36

Wait. You have...

Alexander Volchek00:37:38

Mix00:37:39

Look, there's GPT chat. A huge, expensive model. You can start a baccalaureate that doesn't take a local model.

Mentions: OpenAI
Alexander Volchek00:37:49

Who? You. I won't. Look, I'm not doing this.

Mix00:37:53

Sm-- wait. A huge restriction for any business--

Alexander Volchek00:37:56

Ilya, take care of it.

Ilnar Shafigullin00:37:58

You're from your horse-- you're making data out of your contour. You can't be a good fantun, you don't know what's going on on that side, and here you can just start it. It's for business, if it's a normal person to do, it's a huge step forward for business. You're not dependent on OpenAI. You have a model on Hugging Face, you can make it look like you're gonna be a lot more active. You're not gonna depend on the Hungarian.

Mentions: OpenAI
00:38:29–00:41:01Benchmark of the new Gemini 2.0 model
Ilnar Shafigullin00:38:29

That's very fun.

Alexander Volchek00:38:29

What Ildar says now is really important. Especially at the beginning, I asked what country could use $500 billion. So you're actually saying a good thing, whatever you're in, whatever you're doing, if you're, like, in business, working and having some kind of connection, uh, to inject. Interesting things in AI or using it even as a business owner, you've now been able to run very serious models, regardless of your country, from everything that's easy and cheap, right? And it's easier to do it from the point of view of a normal person.

Ilnar Shafigullin00:39:07

Yeah. And let's compare, uh, OpenAI and how much it costs, huh? Look, how much you buy a model, there's GPT O1, impound, right? With her chance, there's a launch. And it turns out that there's a folk skill in Twitter at seven, I think Mac mini, that's ten, $12,000, starting a model of plus-minus on the baccalaureate, similar to the rizoning. And I don't know if that's what the OpenAI did.

Mentions: OpenAI
Alexander Volchek00:39:37

I think I think it's showing...

Alexander Volchek00:39:38

But she makes them perfectly available for very small money at the cost of a cheap car.

Alexander Volchek00:39:44

I think it's a very serious move forward. I don't know how much people do that, I guess. Personally from my position, personally from my position, from a business perspective, I will not personally launch, first of all, a model, I will continue to use it or in the business of some API. It's important for countries that have no access--

Mix00:40:00

Who doesn't have a dosage--

Mix00:40:00

What do I remember?

Mix00:40:02

Who doesn't have access.

Wait, yeah, yeah. But you don't have a subscription, like for business. Right, right? So you want O1 to model? No, no, it's important. Look, actually, this thing, I'm just saying that it shows that we're in the beginning. I mean, if these models are turning around now, we're at the beginning of the road, and there's a huge number of possibilities, and it's gonna be implemented in a lot of places. I mean, it looks like a super cool thing, of course, if you can do $12,000-- you can do it-- you can turn it around, you can do it, yeah. Here. But by the way, the verb-- that's, uh, sorry, and the supercomputer who released NVIDIA for $3,000, he, he, he, uh, he won't let that happen?

Alexander Volchek00:40:44

We need to look at the c-indicator. But again, uh, that's what we started out of, uh, seven Mac mini, it's more like a hip.

Mix00:40:50

Yeah, my MacBook Pro.

Mix00:40:51

That's what they did.

Mix00:40:51

Yeah, it's a joke, it's, uh, I've got Mac Pro's computer at home, yeah. It's clearly a good idea to start. Right?

Mix00:40:58

Not that big.

00:41:01–00:43:21Benchmark of the new Gemini 2.0 model
Mix00:41:01

Big doesn't get in.

Discussion participant00:41:01

Points three.

Mix00:41:01

There, yes. That's the point three.

Ilnar Shafigullin00:41:03

No, I think he's, uh, wait. No, I-- I think I have, by capacity, eight or ten Mac mini. No?

Mix00:41:09

Sasha, there's a lot of memory to remember.

Mix00:41:12

Ah!

But I'm sure that, you know, if you dig into, uh, NVIDIA products or after the next presentation, it's gonna be exactly, there, that's a little cheaper, and it's definitely gonna be a little bit more steep. We're not even talking about the server. This place is where you put such a cluster in a blurry way, and it's gonna be all set up.

Alexander Volchek00:41:28

That's really cool, yeah! What you can put in your data at home, there, there, there, that's not going anywhere confidentially. That's, of course, that's very interesting. That says, of course, it's gonna be a little bit of a composite. I think we should get as a vinchester you've driven, like, like, like a flash drive, and as it adds, yeah, and you're gonna have to work it. C-- very interesting, very interesting. Especially when I was arguing with you, you told me that so much. It's obvious that it's important. That's...

Mix00:41:58

It's just a shock to me.

Alexander Volchek00:41:59

Yeah. No, that's a-- that's a super cool thing, yeah. I don't, for example, I don't, I guess, because of my own, uh, you know, the kind of stuff I need. It's always like that. Right? Every time they look. The topic is really very important in terms of... Because when we talk about a half-trillion, everyone should say, "all, we're a ass" and shut the computer, right? No.

Discussion participant00:42:19

Alexander Volchek00:42:19

So there's a lot of stuff. There's a lot of open stuff. While, believe me, from the country ' s perspective, the introduction of such a resource for most countries is an ass economy. Here. Not for people. I'm talking from a technology standpoint, you know, garlic, you know, here. This is an incredible flight. But I want to remember the interesting phrase that the world has been more effective in the past 20 years, uh, and more efficient in the world than in the twenty-first, but no one has ever worked less. Therefore, from the efficiency gains, it is likely that we will just be-- people will be more effective as ever, but no one will work less. Maybe it'll work more, right? Because there's gonna be some more impulses that will take us in forever. And we used to spend a lot of me-- when we were-- before free time was much more. By the way, huh? Because there was no bullshit you're always sitting in, climbing and watching, and working, and you do a lot of things.

Alexander Volchek00:43:15

Imagine that you'll be writing more than people, and I'll write.

Mix00:43:19

Yeah.

00:43:21–00:45:18DeepSeek r1 ChatGPT o1 Pro?
Mix00:43:21

And robots, for fuck's sake, and blowing the brain.

Discussion participant00:43:22

They'll know what to write to make you unable to answer.

Ilnar Shafigullin00:43:23

And all the time, just sending you-- it's important, Alexander, it's important. There's gonna be a big-- just blow the head off of this importance.

Discussion participant00:43:32

Yeah, yeah, yeah.

Ilnar Shafigullin00:43:33

Can we just take two minutes? Uh, I just went a little bit to DeepSeek-R1, this is the reasoning model. And again, uh, we always say that, like us, I always say that, there, the OpenAI showed that the task was being solved, and the rest of us, and then, as a result, they did, and they did their own. So, DeepSeek-R1 is different from O1 reasoning, which is what the OpenAI has, because he's, uh, very anthropomorphic. So, what's the idea? He shows his mind as if a man would speak out loud. And that's pretty interesting. So you leave your prompt, you include the possibility that, uh, reasoning actually turns on, yeah, adds to that opportunity, and he thinks it first. You can read the way he thinks in a consistent manner, and then, accordingly, he gives you some kind of result. Uh, it's pretty interesting. I mean, if, uh, OpenAI model just says, "I think I'm right now." And you just see small plates there, and there's a straight line of reflection, and that's pretty interesting. I don't know, of course, it's done in, so, say, in terms of model performance or simply done, in marketing, just to attract more attention, but it looks quite effective. And I want to tell those viewers who have no access to models, there, O1, O1 Pro, et cetera. At this point, DeepSeek, uh, R1 is free, and I think it's up to 50, uh, 24-hour, uh, no hard registration. Just try the mail, play it. That's a pretty good thing. Look at the other side.

Mentions: OpenAI
Ilnar Shafigullin00:45:18

And from the perspective of our planet, yes, and from the perspective of the reasoning approach, to look at the other side of this technological world.

Alexander Volchek00:45:24

Yeah. Well, uh, we'll watch every day what happens in a week and get, uh, different data, websites. Uh, about, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, uh, Who, who put anything on your computer in the model or some business, did you have any models of your own, uh, open source, open or some kind of business? It's gonna be very interesting to read them, and especially to the viewers, to see who uses what countries. Because, of course, for many, well, I just don't have access to anything, yes. Not even corporate, actually, just no access. Write it in the commentaries, it's gonna be important for everyone to see. And maybe you have some interesting ways. Once again, we'll talk about it within countries. Uh, I'll see you in exactly a week. Every Sunday, technological news and sites from the Silicon Valley. See you again!