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Transcript · 069 · Meta’s “Personal Superintelligence” Sounds Good, but Users Need an Assistant That Works Today — ToTheMoon

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

Episode overview
00:00:00–00:00:44To TheMoon graduation today.
Alexander Volchek00:00:01

Hello, everyone! We're on ToTheMoon. Technological news, Silicon Valley sites around the world. They published an open letter from Zuckerberg. This new regime is called, uh, Study and Learn.

Mentions: Mark Zuckerberg
Alexander Mashrabov00:00:12

GPT-5 model, right? And it's gonna be interesting. I think it's gonna be phenomenal.

Mentions: GPT-5
Alexander Volchek00:00:17

And he compared that GPT-5, uh, me-- c-- compared to Manhattan Project.

Mentions: GPT-5
Ilnar Shafigullin00:00:23

The doctor makes a very serious mistake, and it's important to do something to get there, ah, not to make that mistake, not to put in the wrong medication. The medics themselves were sceptical about it first, but at the end, they also said that aid from, uh, that assistant was also very important.

Alexander Volchek00:00:44

Listen, um, I'll start with the subject before we get over, uh, to another Open-AI pgreed.

00:00:44–00:03:25What is Cookerberg's "Prsonal Superintellect"
Alexander Volchek00:00:44

I think there's no little start-up of life. Uh, I'm saying this morning, uh, I've been out, and I've published an open letter from Zuckerberg about what he's trying to do personal superintelligence, personal superinttelligence, personal superintellectual system. And he said it was very different from what others did. The Jacobs are his personal, so, uh, system, it's being created as a personal counselor, and all the others are making some kind of full-time automatic. He's got one of those inside the speech. Uh, I think, uh, this is some kind of bullshit and nothing different than what everyone else does. Is there a big difference in your perception and at least the information you're in with the people you're communicating with? I've heard him before. I have a roommate here who's one of the ones who does, uh, starts at personal AI. And all this looks like always the same as the OpenAI. Is there a personality in this? How do you see that? That's what you say about personal super intelligence.

Ilnar Shafigullin00:02:20

If you have a fundamental model like everyone else, you can change a little bit of a bandage, but you'll have the same meaning. If they're doing something fundamentally, then of course they can. Well, it looks like a normal marketing. In general, although he's got a team, it seems, it's not the worst. The money went in there for a lot. There was news that they wanted a lot of... a lot of gigawattts to build computer centres. Maybe something's gonna work out, but at this stage, it doesn't seem like there's something already ready to eat. Maybe they'll do something.

Alexander Volchek00:02:55

There's a little weird story. They added-- he added what he planned, so, uh, one of the key interfaces would be glasses, there, Ray-Ban, and the current and new Orion, yes, which, uh, will be. But what, uh, from the perspective of the interface is how unique it is, yes, from the point of view of personal artificial intelligence, it certainly looks very specific. I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-I-

00:03:25–00:06:03What is Cookerberg's "personal superintellec"
Alexander Volchek00:03:25

I-I-I-

Ilnar Shafigullin00:03:25

There's a--

Alexander Volchek00:03:26

Yeah.

Ilnar Shafigullin00:03:28

There's news today, when we talk about assistants, about the interface of the Copilot, how it could be. In general, if they're talking about something we're gonna do, put in some kind of absurd interface, it might be something interesting, but not some radical story.

Alexander Volchek00:03:44

Sasha, what do you say about personal artificial intelligence, that idea?

Alexander Mashrabov00:03:49

Well, I think he needs to be created by a narration. He's doing it on the g-- well, to the limit of his ability. But today, meth is not competitive at any level, well, there's just no competitive model they have, right? And they probably need to, I guess, I don't know how to just appreciate that saying, right? It's probably a speech that needs to be considered as trying to get away from all the subways, right? So they don't want to-- I mean, I mean, it's probably a signal of uncertainty that they don't want them to have a meter that compares them against others. Ah, because they're very lagging behind in these comparisons. I guess it is. Uh, but this hypothesis, it's not valid, because for no one to compete, yeah, you don't have to hire-- don't waste billions of dollars in there to get out of competition. On the payroll, right? So I don't have a very clear hypothesis here. Yeah, I mean, I can't quite make a point, unfortunately.

Mentions: Meta
Ilnar Shafigullin00:05:09

But they have nothing to compare. I mean, if they're there in six months, they'll get something together like we're still in the game. Such a statement.

Alexander Volchek00:05:19

No, I'm just talking about personal artificial intelligence. I had one discussion a few months ago when I had a man with a foam at my mouth proves that the notion of personal artificial intelligence is something unique, especially. That's not what the current systems are about to go. Although, in fact, if current systems keep in mind what you've done, about you and have an assumed certain context, yes-- connect with your work place, with your computer, well, with all of you. Technical devices. What's the difference, huh? It's the same personal artificial intelligence you have connected to the one artificial intelligence of all. What's the difference, huh? And I guess it's a pachio-- well, I think it actually looks like a staff-- like a marketing statement, like you, Ilnar, said.

00:06:03–00:07:43Is there a "Personal AI" as a separate product class?
Alexander Volchek00:06:03

Uh, was just curious about the development even in the valley, why did Sasha ask if there was a difference between the developers and the team and the approach, that someone was making a personal super-sized. artificial intelligence? I understand Sasha, that's not what I'm saying, right? Well, as if...

Alexander Mashrabov00:06:20

OpenAI is moving this way, right?

Mentions: OpenAI
Alexander Volchek00:06:23

Yeah. Well, he's moving, yeah. Yeah.

Alexander Mashrabov00:06:25

I mean, I-- I just don't understand. It's just that it's really hard for meta to read between lines I can't even read, right? I mean, the idea is, if you say you're doing personal, well, OpenAI is doing personal, too. They wrote seven skies, and there's a lot of personal ties. The new CEO Apps, the woman who was CEO Instacart, right? Uh, I think Stu's name or something. I mean, uh, uh, uh, uh, I mean, it's not clear, yeah. How would Meta be that, uh... What's Meta's message I don't know. I mean, if they don't compete with anyone on the baccalaureate, they're competing directly with OpenAI. I'm not clearing up anything. Maybe we should reread the fresh head, but I'm late for our record exactly because I read it, but I don't get it. I mean, it's not really ambitious either. I mean, I don't understand. So it's not a massage, it's not clear, it's not clear, it's not clear.

Mentions: Meta · OpenAI
Alexander Volchek00:07:35

Don't forget to sign up on our channel and support our channel. Put us a liquor. It helps us to develop and move forward.

Mentions: OpenAI
00:07:43–00:10:11OpenAI Study and Learn: Revolution in education
Alexander Volchek00:07:43

Let's move on to the fact that OpenAI, literally, is, yesterday, a new regime. This new regime is called Study and Learn. So they, uh, speak out clearly about us entering the world, uh, education, and not just giving you some fun, there, interfaces. They say that we have developed a separate regime that is made with, uh-a-a, pedagogicals, c, cognitive scientists, and, uh-a, they have worked on a large number of principles, respectively. Teachers. How does this regime work? That this regime allows for automatic na-- algorithms to enable a person to learn or to pass a physical verification. They say it's the original version, they'll move on that side. So, uh, the technology that the user is using a series of clarifications, clues, there, mini checks to understand the material. What did they do? They automatically took the version of everything completely, uh, packages, free, and paid, professional, completely out. And they said that they'd soon be there, uh-a, ChatGPT, it'd all be in ChatGPT Education separately. And, uh, accordingly, we have learned that we are paying great attention, the education market, creating a vast educational independent system. Ah, well, I've been in the education market for a long time, uh, this is a very interesting news to me because it's supposed to be all the great numbers of educational companies in the artificial sector. Intellect is a step behind us. In the part, in the part, again, of a defined function., what do you say about this, about this story and about the OpenAI movement to this interaction, to a hard work with the user? I'll remember that this training is one of the most, uh-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a

Alexander Volchek00:10:00

One of the most demanded requests among, uh, clients, among those nine hundred million, uh, OpenAI users in the world.

Mentions: OpenAI
00:10:11–00:12:37OpenAI Study and Learn: Revolution in education
Alexander Volchek00:10:11

Here, uh, and they give all the interfaces.

Ilnar Shafigullin00:10:14

Uh, looks like, uh, good, but it's like they're two years late. Yeah, because the coo, as a whole, like watching the tranquill that ChatGPT is under control, it's basically a learning tray. So Stack Overflow, for example, has been very much reduced by his traffic after everything on ChatGPT has gone through. So, smart Wikipedia, who can be asked, she's answering to you, and somewhere else she can write for you, right? And that's how you say most users are really Spum-- uh, ChatGPT and they use it. So it's like it's time for a while, because even there are some start-ups, not start-ups, some small projects that were in the educational environment, there, two years ago, they're basically, you know, like, very much. The real estate was the one that is now being implemented. That's the first. Two, yes, it's kind of totally agreed that, uh, if they're on this subject, EdTech start-up, well, you can just stop being a start-up, just because OpenAI's all over the operation, It's all done. It's not too hard to do. Ah, that news came up last week. We just didn't get her to put her in, uh, bullets, talk. But now it's already arrived...

Mentions: OpenAI
Alexander Volchek00:11:25

No, they had an official yesterday, they had an official--

Ilnar Shafigullin00:11:27

The plum was just before.

Alexander Volchek00:11:29

Yeah, they had a release. They've put a huge description of this block on the website, a very large direction, and so on. Yeah, yeah.

Ilnar Shafigullin00:11:37

That's why I want to add what they said in this description, that they actually only changed the system prompt. I mean, it's not some, uh, other model, not some specially trained to lead this man through, uh, learning, uh, there, to make some super special, there, exercises, measurements and stuff. It's just a system prompot they added. And, in fact, that's why they probably put it all on the table so easily. I mean, the change is actually minimal. But the fact that a huge company turned around and then added some of that kind of operation to its place is, well, super cool. Ah, but, of course, I want them to do more than just a system prompt in this direction, but, uh, with reasoning, there are new models, they learned all this through themselves. The process, um, has emerged as a reflection process. Just like they came to EdTech, not just with a system prom, but there's a full change.

00:12:37–00:14:10How will people use the Study and Learn?
Ilnar Shafigullin00:12:37

Then, exactly, EdTech, the company will be able to write off the market, in my opinion.

Alexander Volchek00:12:39

Well, uh, here, uh, there's a moment about the EdTech company writing, and there's a question that people will use it. It's clear that this school isn't gonna end, right? There's an offline education, different, uh, systems, licensing. A lot of things. From the point of view, perhaps, uh, the ability of people to simplify their work as an additional scenario if it works if it works in people and moves to a permanent daily use that people, every day, When they, uh, study something, they'll use this function, not the proms themselves. It's really, uh, a work story, I guess.

It's a downwards. You have, and now, as I see, yes, that's the people I know, many use, uh, there, ChatGPT to study to get some sort of topic. Suddenly, deep research has to put some kind of question and get it there, a parole story like that for ten, fifteen pages that can be followed by, sort of hours. And, actually, instead of having a few different articles, a few courses to watch, something else, you got a toolkit like that. But, yes, it is a man who requires that he draw up this document, further so that he can sit, work his own way. And it just happens here that people like that are not so much yet, you know. They're downing this plant now, uh, adding an extra function to get things sorted together, there, with the chat. Without being built, they put a system prompt for you, and that's where the process goes, and the number of people will gradually grow.

Alexander Volchek00:14:09

Well, the subject is interesting.

00:14:10–00:15:12ISI Remembrance: Future Personalization
Alexander Volchek00:14:10

They're writing that this learning system is very linked to memory and past chat. Well, basically, uh, uh, there's-- there's a comment, I don't know how to work, but it would be interesting if it was to connect with different dialogues, windows. Because if you have to go in one window and reset every time, uh, this is your level of training, that's the problem. If he can, uh, keep the data on what you taught in other windows, well, in other chat rooms, it's conditional, and in the new chat, it'll use some previous data. It's not clear how it, uh, can work and do, and it's all connected, it can be quite strong with this movement. See how these people use it, and we'll use it or not. Because to deal with it again, there are many models, a lot of regimes. There's a agent mode, deep research mode, yes, web, web search, files adding, uh, add, connecting different modules.

00:15:12–00:15:50GPT-5 with Voice mode
Alexander Volchek00:15:12

So how exactly is this gonna work?

Alexander Mashrabov00:15:14

I can tell you that GPT-5 is something that's gonna be interesting, I guess. I mean, the GPT-5 model's been lit, and it's gonna be interesting.

Mentions: GPT-5
Alexander Volchek00:15:24

And what do you think, and that you, uh, you know, and you think about GPT-5?

Mentions: GPT-5
Alexander Mashrabov00:15:29

Well, I think it's gonna be phenomenal. I think that, that's, since the three of us, is a big break ahead. Na-- and I hope the OpenAI can... I mean, I'm-- I mean, I think if GPT-5 and the voice of the regime were a bomb.

Mentions: OpenAI · GPT-5
00:15:50–00:17:49Voice-response episodes in GPT-4: Why is he stupid?
Alexander Mashrabov00:15:50

I mean, I'm personally stopping now that the voice of the regime has only four of them, and he's very stupid.

Alexander Volchek00:16:02

Stupid voice.

Alexander Mashrabov00:16:05

Very stupid. I mean, he's useful. Well, that's just Google search, right? I mean, he's kind of, like, a probable word, all he can do is his level, there, depths. It's gonna be Google search and take a snipe. There are two three proposals. I mean, super high level. So, there's a good thing to get when a super specific issue in the series is where, when the date of the release is higher, there's Apple Watch, yes, for example, Ultra. That's a very specific question, if you ask, you can get a good answer. No, no. If there's no choro-- question, there's no good answer. And I hope that GPT 5 model, it will be available in the rim of the regime, too, so that it can be spoken to. I mean, now, my productivity would have grown really if there was a normal voice of the regime. I mean, they're just building these integration, data integration, but it's more understandable, simpler communication with a system of this smarterness, it's not text, it's voice. But latency, of course, still even 4O's user interface, well, very bad. I mean, I'd like to see OpenAI invest more in, and, productivity use case and how interactive productivity use case than pictures, videos or something.

Mentions: GPT-5 · OpenAI
00:17:49–00:20:00Sam Althman about GPT-5: Manhattan AI project?
Alexander Mashrabov00:17:49

I just think they have a huge, huge chance to win.

Alexander Volchek00:17:52

Look, Altman compared one of the words, he promised he'd be there in the first week of August. Though he said he might be a little bit late. And he compared that GPT 5, uh, compared to Manhattan Project. And he's been through a series of information about what he said lately: banks, prepare, your voice of people will support, forgery, he's already being fed up with super cool, and you need to change the security system. He said that the system, uh, artificial intelligence, would be used, and we can't keep it in, uh, bad things, totally bad things. And we can't talk about it like fighting. There are problems in terms of bio-related potential, and they are introducing this extended restraint system so that people do not use artificial intelligence in any way beyond the realm. But the main theme that Sasha has is that you're talking video. Now, it's not clear what this video is, right? And how fast it's gonna work, how much quality they keep, and if they can recognize any more videos. I mean, now one of the cool people can show up is if they can't speak, not just speak, but also recognize the video flow. They're writing about it. So they say that GPT 5 will have both audio and video, and images, and agents, and all kinds of things together. Here. And maybe there's a single system of idea that will determine, and where to do, how to walk, how to give, how to give, how to give, long answers to, where to find out, and so on. Plus keep the data. Plus, this is the subject, I'm not getting any more into these, and I don't even know why they're talking about these parameters. That must have been so purely technical. There's a leak--- there's a five-thirty-three-billion-size-fixing-meter. I don't know if that's a lot or a little. Well, I mean, I don't know what that means anymore. It used to be something to say when you compare different systems. Now, I think it's over.

00:20:00–00:21:03AI and security: Altman Warnings
Alexander Volchek00:20:00

I think it's getting over, it's getting over to be of some kind. But what Sam Althman, and, uh, speaking of security, problems, is a warning, he's a direct warning all the time. Last, in July, I think he has an endless warning in his statements about what you don't understand, what's going on and what's done. And you don't understand how we're restricting the graduations. Here. And it doesn't look like marketing. Well, like he's saying, maybe psychotic, I think Sam Altman's psychotics and how he often talks, it's not like marketing. If there's really a big system, I don't know, but it's that. But that's not AGI right? GPT 5 is not exactly AGI.

Mentions: Sam Altman · GPT-5
Alexander Volchek00:20:49

No, it's kind of like, uh, more understandable, a model for everyone. I mean, yeah. I mean, it's hard to understand what to use right now. It'll be, on the contrary, like the main point

00:21:03–00:22:07ChatGPT use chip
Alexander Volchek00:21:03

of entry from what I understand.

Alexander Volchek00:21:07

Look, I think people don't see the stuff that can be done in the same OpenAI. It's me. I'm gonna have to sign up for a visa at the embassy in one. I came in yesterday, I didn't even know if I could do it or not. It's just that three models said, "Can you remind me every three hours, report every hour about whether a free window has been set up at the embassy?" And he says, "No problem at all." And I'm getting a push-notice every hour. And, uh, it's like I'm not the agent. And we remember there was a subject, we were talking about it, about what you can do, some data to study. And it turns out I'm even this case, I'm the one who did it now. I realized I don't understand a lot of cases at all. I don't use them. I don't use them. Or some man was funny about an agent, saying you're telling an agent how to read. I got this agent, I can get a job, he'll change the name or do something. And here comes a reminder-- about GPT 5, what kind of thought do you have? I'll go to Microsoft right now.

Mentions: OpenAI · GPT-5 · Microsoft
00:22:07–00:22:43Waiting for GPT-5: When's the release?
Alexander Volchek00:22:07

Oh, they have peddians, according to their information in the eja they put out.

Ilnar Shafigullin00:22:12

Well, wait. Heating's been going a long time. Uh, either the end of July or the beginning of August, but apparently the beginning of August will actually be some kind of information. It's gonna be fun if this Thursday comes out and our skate goes off without GPT 5.

Mentions: GPT-5
Mix00:22:26

Well, you mean, on Sunday, we'll be a rock, and the other day, and before we get our skate, we'll be out of GPT 5 in a few days?

Mentions: GPT-5
Alexander Volchek00:22:33

They're just doing anonnas on Thursdays. Yeah, we'll find out when, on which Thursday it's gonna happen.

Mix00:22:37

Look, it's August 30th. I think the next week is probably gonna be next

00:22:43–00:25:04Microsoft Edge with Copilot: AI systems per billion devices
Mix00:22:43

week.

Mix00:22:44

But the heat's been coming a long time.

Alexander Volchek00:22:45

Look, this is the story that... We'll take Microsoft. And I keep watching the market respond from a price perspective. If NVIDIA crossed the line four and three trillion from four and two, then Microsoft, and, uh, hold on the table three and eight trillion. And there's a very interesting news that, well, I don't really understand what Microsoft can do in terms of quality, but we'll assume something can happen. What news? What is on the desktops is a billion Windows and the largest dextop cover in the world. And they're rolling Microsoft in Microsoft Edge now. Oh, and considering they only roll out a pilot mode in Microsoft Edge, yes. And, uh, Microsoft Edge does, it's an internal search that goes all the way through all the deposits, all the way around. And then all the descope-sized artificial intelligence for Windows will be available.

Mix00:23:48

In the browser.

Mix00:23:50

How much...

Mix00:23:50

Microsoft Edge.

Mentions: Microsoft
Alexander Volchek00:23:52

Yeah, how much is this working? Well, he's still like a browser, but he's still working Windows as an internal search, too. I mean, he's working like a different kind of thing, not with the mandatory opening of the browser separately. How much more will this topic be, the users? This is about user involvement, how much users are involved in using artificial intelligence? Because that's what I see, for example, at Google's. Google has Gemini, but whatever they say, but they do not dominate the daily market as OpenAI. We don't see all the time-pants. Alas, we don't see how much time a man spends in Gemini. But all data suggest that the statisticians are reported to be in a significant breakthrough in the number of permanent users. And the OpenAI only has GPT chat. Well, there's, like, 40, just some kind of little thing, right? So they only have GPT now. Here's Microsoft, how much space he can break through his interfaces to involve a user in use, daily use, artificial intelligence.

Mentions: OpenAI · Microsoft
00:25:04–00:28:05Microsoft Edge with Copilot: AI systems per billion devices

I may be a little mistaken here, but I'm taking Microsoft Edge as just the next evolution of Internet Explorer. I mean, it's just a browser from Microsoft. And if you look in this cut, it's the next thing I'm looking at. Perplexity slightly plunged the nest with his Braus Comet, and, in fact, after him, all the companies showed that they could, too. Now, Microsoft says that there's a copilot mode in our browser, too. And, actually, if you have signatures, you have an assistant in the browser right away. And all the others who have the opportunity to enter their browsers after Perplexity have built such a functionality.

Mentions: Microsoft
Ilnar Shafigullin00:25:45

Well, you mean it doesn't have anything to do with people's desscott?

Ilnar Shafigullin00:25:52

I'd rather consider it as a response to the news, a hip linked to agents in browsers. And Microsoft just said that, yes, we have that, too. Here we go. Well, I see that.

Mentions: Microsoft

Tell our viewers who started using agents in different browsers. In fact, there's a lot of places to cover some agents, to include some kind of plastic, some sort of built-in stuff. Write who's using what, right? Who in Chrome, for example, uses a mass there that is? Because in Safari, for example, I'm just a Safari user, I don't use it personally in a browser, although I really want it so full--, uh, so full-time, so I can just turn it around. But I personally noticed that, for example, Apple is on the screen in his new iOS when you're making a squeaky picture, there's a possibility of including ChatGPT. I'm not turning ChatGPT on the screen, I take this squeakyshot, I'm going to separate ChatGPT and I'm working on it. I mean, I don't use ChatGPT in Apple's interface at all. I don't know what kind of model he's gonna pull, where he's gonna ask. I don't have any trust, do I? It's just, Illar, when I said, look, Edge's move, it's built into Windows, and it's used for other tasks. I mean, he's like, he's like a system component. So there's a module inside Windows, like WebView2 is the same Edge, it's used by different viewpoints of Microsoft Teams, there are building, windows that need to show some web content. And you're probably doing something out there, and he, and he-- he's not replacing the conductor there to, like, be a conductor, is he? Or how? Well, to share the files. But he's built inside. That's why I said that. It's just one thing, one of the articles in the narrative, it was so reproduced. So I asked how much it could help desktopus move forward. I'm a Mac user again. And so, who's the Windows user, describe how much you use it and how much you're in AI technology from Microsoft directly, yes, not through, you know, how completely, not through, you don't use it, you don't use it.

00:28:05–00:29:05Meta Earnings Call: Why would Zuckerberg I.

Some other systems. Sasha, do you have any addition to this?

Alexander Mashrabov00:28:09

Yeah, yeah. I remember that. So what's interesting for all of us is that Meta's earnings call today. And now it's all clear. I've been thinking about something for a long time. I read the analysis just about Meta yesterday, but I just don't think much about Meta, so I've been thinking about it for a long time. But the situation is super understandable that he had to say something. Why spend billions of dollars on developers and 16 billion loans on CapEx? And that's the best thing he's ever given, right? He just doesn't have what he wanted to say, it's just that he needs to say something before his earnings call. Well, I see that's not a good thing. I mean, well, as we'd seen, he'd been out of his hands, and with a virtual reality, it was unfamiliar, and why.

00:29:05–00:31:28Meta problem: How do you justify billions of AI?
Alexander Mashrabov00:29:05

But it's expensive and interesting, yes, it's like that. And that's the same thing, and it's interesting. But why? How that would help business unfamiliar. I mean, I read, actually, about this detailed analysis yesterday, I really liked the analysis that, um, Google was easier to invest in AI because the investment in CapEx is still, well, they might, they could, they could, they could, they could, they could, Show them that when they invest in CapEx, they'll re-extrade these GPUs, right? They have cloud services. And then Zuckerberg needs to make some history. So why even buy so much GPU? So what's gonna be a better thing, which is gonna be a better place, how's Meta going to grow up with it? It's not known, yes. I mean, uh, that's how it works in any company, even for a start-up, for-

Alexander Mashrabov00:30:00

company, even for the start-up, it's important for a public company to show you the return of the investment, right? I mean, the relationship between investment and revenue growth. And that's how the performances of a company like you are. They can't show it, can they? I mean, it's hard for Meta to show. And for me-- for Google and for Microsoft, it's much easier to invest in CapEx because it's easier for them to give investors a better picture. And it's big, big, like a big problem for Zuckerberg. So the analysts expect him to be the VR CapEx, the VR, and these are famous 16-twenty billion a year, he'll move to AI and say that AI is important to us, and we're all focused, all right-- They've been holding up the belt except AI. AI is a brake, it's like ours, our moonshot, shorter, our moonshot is AI, all the rest of us are super tightly run. We run the rest of the business very tightly. Here, but this is all today, I understand, and we'll wait for the earnings call. He'll be there in five hours today. Very, very interesting, because it's very, very difficult for them. For that, because reading- because they had a very mixed mess before that, too, about not having the biggest models. It's too hard to understand, right?

00:31:28–00:33:50Elon Musk and xAI: Plans of 50 million H100
Alexander Mashrabov00:31:28

I mean, if we're talking about some trillion parameters for a new GPT-5 model, trillions, really expensive to hurt. And if Meta refused to compete with existing models of 500 billion parameters, right? Five hundred, four hundred fifty. What they're gonna do with a trillion, with OpenAI trillion models, from OpenAI, is all unreal.

Look, when you were talking about the volumes, the big ones, the Tweet of Ilona Mask, which he had been holding for a long time, and the fixed point where he said that the purpose of the xAI was to buy fifty million H100. And, uh, that's very interesting. That's a very interesting statement. One more, fifty million H100, huh? Here's Google's assessment has a million, a half, Microsoft, well, there's a million, seven hundred, seven hundred fifty thousand, nine hundred thousand. OpenAI has over a million. And Meta has six hundred million. Oh, six hundred thousand, six hundred thousand. Elon Musk said he wanted to buy H100 to have 50 million. And there's a price, H100, one, about $30,000. You can count how much Ilon Mac wants... I'm not for nothing, Sasha, saying that the hiAI should cost seven trillions if he wants to spend so much money on power, on resources. Look, you're just saying, "He's got to report what he's spending money on. How does that help develop Instagram and Facebook? That's not clear.

Mentions: Elon Musk · Microsoft · OpenAI · Meta

So that's the problem, right? I mean, he needs to show you why. Why? That's the most difficult question. Why? His job is, like, the simple thing at Zuckerberg is to answer the question why and hire talented people, right? Hiring talented people, he showed what he could. And why can't he answer for either the VR or the AI? I mean, it's just not clear.

How is it, and how much VR really helps, uh, uh, Instagram and Facebook? So in Meta, according to his statement, he's writing that Meta is building a common brain and giving each of his personal versions. This approach is immediately extended to all the company social media, right? And artificial intelligence will be the one that controls your content, helps create and communicate.

00:33:50–00:34:18And in medicine: OpenAI Copilot saves lives.

And Meta gets a rise in the applications, there, and the exact data for the ad. But it's still very relative. What's going to happen to this?

Ilnar Shafigullin00:33:57

And besides the education style that showed up in ChatGPT, there's still some news that, well, it's on the website, but I think it's left unnoticed by many. In Kenya, Nairobi had an OpenAI with the company, I'm gonna say Penda Med, I think the clinic network from Nairobi.

00:34:18–00:36:00How does medical Copilot work in Kenya?
Ilnar Shafigullin00:34:18

They ran a experiment with her to introduce a copilot, a second pilot in medicine. What does that look like? He's sitting on a medic, taking a primary reception, collecting anaemis. Well, I mean, she asks questions, some tests, something else. And this conversation is all being a copilot. And a copyright can, uh, give three signals. Green means it's all right. Let's go, let's go. There's no mistake. Yellow, that means there's some advice that makes sense, but they're not critical in general. And red is that the doctor makes a very serious mistake, and it's important to do something to avoid this mistake, not to put in a bad medicine, to put in a way. I'm not diagnosed, sending some extra surveys, something like that. So, what's going on, basically? It's a routine. I mean, a medic, a, uh, patient, and against the background, all their communication, all the documents that are, they're being analysed by a copilot. And as this conversation moves in real time, the medic has some additional clues that might improve the quality of the reception, the quality of the job he has. The study was finally very well done. So there were about 40,000 receptions, of which there were 60 percent, I think, with a copy-plate, the rest were without a copy. So, in the next assessment, there was a blind study, when we respectively know when we don't know, we're watching some kind of reception right now, he was with a copycat or no, right? So, if the auditor doesn't have a problem with it, he doesn't know this information in advance.

00:36:00–00:38:48Experiment: AI reduces the mistakes of doctors
Ilnar Shafigullin00:36:00

So this blind scientific study was very good. It was shown that the number of mistakes that doctors make has been reduced. So Copilot showed that the quality of the reception on this clinic network has grown considerably. Oh, the medics were sceptical about it first, but at the end, they also said that aid from, uh, that assistant was very important, too. And, uh, there's a huge potential for the growth of this technology, just because it used GPT-4o chatting, which we periodically over it, but it was GPT-4o since August last year, and in it. He was already able to show very good performances. In addition, on Health Bench, that is on the benchmark, uh, medical, three shows the results twice as much as four. I mean, even if four were significant, uh, to improve the health-care indicators, with more advanced models, with a large computer, this story could be developed even better, respectively. But, uh, that's the first one, right? I mean, real immersion, and models are in a process where they've never been. And they actually show that there's some extra prophyse from all of this. The other thing I'm really interested in is, uh, how this Copilot works. Sorry, I'm a little on the air. I mean, uh, he's not in the process, he doesn't need to ask him anything further, he's always listening to what's going on, and if he needs to, he's gonna send some signals. In fact, the system already exists in banks with managers who provide services, consult, uh, clients. And they have the same process, uh, service delivery, um, recording, parallel analysis and, exactly, three different clues, right? Either everything goes well, we go on as it is, or, uh, some additional management advice or, accordingly, the manager has been deceived and, well, wrong, wrong, wrong, wrong, wrong, uh, brought it up. And the system signals that we need to get right now. We don't go on without that. And this format of Copilot, I think, is quite self-sustainable. When you have someone who always listens to what you do, analyses it and gives you some advice. It's in a completely different field, yeah, that's how it's sold. If we're talking about a case with medical banks and any counselling services, it might even be in psychologists' work. You know, when there's just a psychologist there, there's some kind of additional information about what, right?

00:38:48–00:40:19The future of AI in medicine: Who's the leader?
Ilnar Shafigullin00:38:48

And there's a way to set up completely different spheres where the design itself is, it's viable and, I think, very, very curious.

Alexander Volchek00:38:49

Yeah, I wonder if they'll be out. There's some information that Microsoft, I think, right? Or Google, someone now. We, I think we'll be talking about it separately. They produced whole systems, whole packages that-- libraries to, uh, work with medical data. And, of course, this is-- oh, this is Microsoft, right? It's gonna be...

Mentions: Microsoft
Ilnar Shafigullin00:39:12

Mm-hmm. Microsoft will be

Mentions: Microsoft
Alexander Volchek00:39:13

...to develop. The question, who, uh, is going to work through some service provider, operator, some kind of application. Or it's gonna be a direct delivery through, for example, Apple or W-Mexoft or Google, or it's gonna be like a OpenAI module. I mean, if OpenAI is testing this case, whether the OpenAI will actually release its own system. I mean, again, the whole thing is to create this fae-- how we started, how we're gonna end up, right? To make your personalized artificial intelligence that helps you learn, which helps you monitor the health that helps you do a lot of things. Although, I understand what you've been telling me, it's like a separate lofty-- it's clear that it's a separate system for doctors. Here. And

- Mm. Here. And, uh, but still, a man will also take some decisions based on, uh, well, at least I'm already, uh, just, unrealistic using artificial intelligence, uh, to help myself for myself. analysis, and for recommendations, for conclusions,

00:40:19–00:41:06Personal AI in glasses: Reality or fantasy?

uh, well, what's going on with my health.

Discussion participant00:40:22

And here, uh, just returning to what you started, yeah, about Ray-Ban's glasses, about personal assistant. I mean, you know, you have the same interface just in your glasses, for example. He's actually listening to everything you're saying. He's looking where you're looking, and there's something you're looking at, "A-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a-a- There are, uh, strange people standing there.

Alexander Volchek00:40:43

Yeah, but it's got to be in glasses all the time. I mean, it's not clear yet if it could be such an interface. I mean, it's like this doll that I've been wearing for a long time because I glued and I stopped using it. So this is a subject that's obviously alive, and we're all waiting. I remember that Apple also said that they were working and doing their device together with one of the main designers of Apple, yes, one. And so, uh-oh, OpenAI, yeah, it does, uh, with one of the main designers of Apple.

Mentions: OpenAI · Meta
00:41:06–00:42:28Apple and OpenAI: A new device on the horizon?
Alexander Volchek00:41:06

Uh, the question is, what kind of device is that, and is that really gonna be a glass? I don't think glasses are a problem. I mean, uh, Meta's strong, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really, really I think everyone's gonna re-establish the glasses very quickly. Question: How many people in the world will use it, huh? Now everyone has an interface, a phone, a phone, or a desscrip, or a, I don't know, a TV, at least. So there's nothing for TV. Here. And there's no columns until everything works. So we don't see, uh-oh, until there's no result in the columns. I see why. It's a problem if the OpenAI didn't get a voice interface, that's how Sasha told me. You have a stupid answer, there's four o's worth, and speed, speed of that answer. So once a great decision comes up, the OpenAI will release its column. That's great! There's a column-- or something else. We'll see that, see. Sign, uh, what do you have, uh, the safes, in terms of, uh, health and medicine, and what you've been facing. This is the subject Il-ildar has raised right now, which is really very important to all people on Earth.

00:42:28–00:42:34What's the 2025 AI waiting for?
Alexander Volchek00:42:28

There's a lot of things going to change here. Thank you very much, everybody. I'll see you in a week. See you later.