Skip to content
Transcript

Transcript · extra09 · Russia’s 31st Place in AI Is Not a Verdict, but Without Compute, Capital, and Mass Adoption the Ranking Will Not Change — ToTheMoon

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

Episode overview
00:00:00–00:00:16To TheMoon graduation today.
Alexander Volchek00:00:00

Today we will deal with you with six facts and reasons that are actually happening in the market for artificial intelligence in Russia. Russia is only ranking thirty-first of the eighty plus countries in the world to develop artificial intelligence.

00:00:16–00:00:38Introduction - why analyse Russia ' s position in AI
Alexander Volchek00:00:16

Some ratings say she's in the twenty-ninth place of the 30s. Some ratings say she's ranking forty-fifth. Today is an important issue for our channel. I want to tell and give such a good view of Russia ' s relatively artificial intelligence compared to the United States and the world as a whole.

00:00:38–00:01:11What place does Russia take in the AI race?
Alexander Volchek00:00:38

Why do you have to understand that? To make people feel good. Hello, everyone! We're on ToTheMoon. Technology news and sites from the Silicon Valley. We go out once a week, Sunday, and we have special releases on Wednesdays. So, we're on a special occasion today. Since we have a big audience, it is clear that we have a Russian-speaking audience, a huge audience from Russia, I want to, uh, clarify, give a little more data to people about the situation inside the country in terms of the situation inside the country.

00:01:11–00:02:41Why would it be important to know where Russia is in the AI race?
Alexander Volchek00:01:11

Imagine the development of artificial intelligence and, uh, people who do what they do, yes. Here. It's always the most important thing, I think we're on the channel, and, uh, we're always gonna do what to the man he's looking for. Look again, we're dealing with six important reasons today. Russia will or will not be able to do so in the context of artificial intelligence. Read your opinion, write what you think from this situation, what happens. Where did this even come from? This is the subject that we've got, like, sixty-seven out on the canal. And you see the comments when people write, "What are you referring to, there, the U.S.? What do you mean by China? What do you mean about Europe? We've got everything, everything, it means super, cool, it's working, it's done." To keep our graduations from going, sign up on our canal and support our canal. Put that video on the line right now. It's motivating us to produce, uh, interesting new editions, especially special Wednesdays. We have a lot of cool episodes. Look at the canal. Put the liquor on. I have a lot of friends in the business, different kinds of business in Russia. And people are in some abstraction, generally not taking it, but the world is not much of a human being in the world, but what is artificial intelligence and how everything moves.

00:02:41–00:04:54How do people in Russia take AI?
Alexander Volchek00:02:41

And from the business perspective, whatever, uh, something's going on. We're fine, we're working, we've got every opportunity. We also have a good mindset. I mean, it's a very strong, clear position, yes, a very clear position. And what-- when you say to people, "Wow, wait, you're not here, you're not here." People say, "Ah, there's some locks going around, someone does something and it works." I want to be clearer and clearer. And for me, it's probably just a few days ago that he spoke to a friend, and he has a few businesses in Russia and in a target in different CIS countries, and he uses a GPT chat, and he's got a paycheck. $20,000. I'm saying, "Look, why don't you have a $200 signature?" And he's like, what does it matter? I have a payroll. And I'm saying, "What are you doing modeling?" And I know he doesn't understand the difference in the models. So he doesn't know that the app, even with a payroll, can't change the model. So he doesn't know or understand the difference that a fundamental difference is between the 4o and o3 GPT chat room. What is to say is that his perception is in terms of the professional version or, in the case, the professional version of the OpenAI or the professional version of the xAI. Grok Heavy's out there, yeah, Grok 4 Heavy came out last week. Three hundred dollars a month is worth a subscription. Or Gemini has a top story, there's two hundred and fifty dollars worth a signature. What do you want to talk about? People don't understand the difference, they don't understand the difference between the use of artificial intelligence in terms of model differences. And that's why they say, "Yeah, we have Yandex GPT, we have Gigach. It's funny what they call Yandex GPT, although Yandex GPT even ranks below Gigachat. But today we're talking about it, we're gonna figure it out tonight.

00:04:54–00:07:1331st Russia's place in the AI: What does that mean?
Alexander Volchek00:04:54

What is the thirty-first of eighty-three countries? I think a man should realize that it's not just behind the US and China. We often get to The Moon, and I always say that there is only the US and China in the world of artificial intelligence there is no one else, no one else. Chapter Anthropic said a few weeks ago that 10 years later the world would rule artificial intelligence, and that artificial intelligence would be owned by either the US or China. All of them! Or he'll be from the US and China. And when we say the thirty-first place, we understand that there are behind countries and behind and India, there, Brazil, they are much more on the front lines than Russia. There are different ratings. There's a rating that says that AI Vibrancy from Stanford, that Russia is in the twenty-ninth place from the thirty-six. There's a rating from Oxford Insights. He says Russia is in the forty-fifth place, there are different years and so on. An important story that the base is generally considered to be that Russia is occupying one per cent of the global market for artificial intelligence. Yeah. One percent of the global market. At the beginning, uh, when we deal with these six reasons, and, uh, well, it's good that you write your opinion. Please write in the comments. Do you think that there will be and is it possible that Russia ' s presence on the technological market for peace is possible within a specified time frame? Or the game is lost or the other way around, that it's not possible, but that Russia will be in the artificial intelligence on a super-supra, taking into account, a scientific base, taking into account the educational base, taking into account people, and Some other base, right? You're getting a little more visible. You'll write your opinion in the comments. It's very interesting to see what you really think is going on, yes. Especially if you, uh, are inside the country, uh, how do you use artificial intelligence in your life in companies, what do you see the trends now that are?

00:07:13–00:08:54New AI-agent from OpenAI - first impressions
Alexander Volchek00:07:13

Ah, the new thing happened yesterday. Uh, I'm writing right now, there, a few days before graduation. OpenAI released, uh, a new, totally screwed-up agent. We had a graduation on Sunday, we haven't heard the agents yet. Agents we'll be dealing with next Sunday. You'll have to come, look. And what the OpenAI did to the agent, I think it's their very strong move. In fact, they've released a new model that they called "Agent." I think O3, O3 Pro is the model of OpenAI, O3, O3 Pro ChatGPT has already been working as agents. I'm testing. I got this version right in the subscription on America. And I mean, I'm the first results that's pretty impressive. I mean, if Grok 4 Heavy, I bought it last week, and then they used it in parallel with O3 Pro, I'm not impressed, and I don't think I'm gonna have it-- he, I don't think I need it, yeah. I'm in parallel to tests, uh, I'm starting, there, tasks, but I'm not impressed with them. The agent architecture, the way the agent works at the GPT chat, is very interesting. There's a limited number of use of this agent per month, depending on the type of signature. I think I have four hundred agents of these. Here's Sunday, look, and we'll talk about it. By that time, I'm gonna burn a hundred agents and see how they work. About Agent OpenAI. Who was able to test the skate at the time of the skate, what do you think of the agent and what do you think of Grok 4?

Alexander Volchek00:08:54

If you didn't see it, by the way, look at our Grok 4 Sunday. We've been talking a lot about it. So, uh, one of the most important arguments is why Russia, uh, optimists say at least that Russia, uh, is moving really cool. That they have their own big language models, like Yandex GPT from the BR GigaChat, yes, and that means they're positioned as analogs to GPT, and that they're cool, they're cool, and then we're all in it. That's all. Indeed, Russia is one of the 10 or more countries that are developing their own language models. And there's a certain advantage in that. And in Russia, more than 90 per cent of companies use local solutions, but again they use local solutions, uh, that's why. And how they use them, these local decisions, we'll talk about it, too. And it means, in Russian, it's kind of good. It's Russian, like, positioning. Many people, uh, are convinced that, uh...

Alexander Volchek00:10:00

Oh, uh, models, uh, openAI, for example, will be worse in Russian than Yandex is working in Russian. I'm honestly speaking, now, uh, I'm convinced that OpenAI is better working in Russian. But that's not the point, yes. I think I really like the Elon Musk speech he said exactly a week ago, that, uh, there's no task, uh, that mo-- that can't take down a model that can be solved. Man. Well, we're talking about some kind of intellectual question, for example. And I think that, uh, language will have no meaning, uh, in terms of decision-making in a certain language, using a certain language. That's what, so the models will definitely be the cool in the language. And so, well, again, it's gonna be, yeah, it's gonna be a look. I like this approach.

00:10:57–00:13:09Why is Gigacht not in world AI ratings?
Alexander Volchek00:10:57

So, that's an interesting aspect. Again, claw-- we're going to be on top of six reasons. I think that's the point, it's very important to hear it all. There are world ratings, yes, and there's a LLM Arena rating, and this LLM Arena, it shows 100-70 models and shows what models do. Well, there's a constant struggle, so, top models. Grok blew up the benchmarks. Now it makes sense that the OpenAI agent will be a part of the baccalaureate. In mid-June, the leader, there, Gemini was on many models. Anthropic is very cool with many baccalaureates. So, well, China's out now, there's Kimi 2, and she's also over-- there, some of the OpenAI and Gemini baccalaureates, and so on. But the point is what? That there's no GigaChat Sberbank in this rating and no Yandex. And-- no, I just don't. And when you start, you want to compare something, you can't make a comparison. There is a certain answer to this, what to make comparisons should be open models for API. And LLM Arena, she doesn't have access to analysis, analysis of the Yandex and Sbank models to effectively assess them. But there's a Russian-- public space, a Russian LLM Arena, a Russian version, and, uh, there's a Russian flagship LLM, this is GigaChat Max from Sberbank, which is eighth, yes, eighth place. He loses Claude Anthropic, he's planning-- loses, there, DeepSeek China, loses ChatGPT, and so on. The GPT-4.0 Yen is 18th. Eighteenth place, yes, on this site. Once again, it's very important that this is a site that specializes in the analysis of Russian language versions. So it's not a site of 100, seven-ten models that compare everything completely, yes. In comparison, I think what comparison is important in terms of use is how many people are using? I'm the latest data, the latest.

00:13:09–00:13:59OpenAI: 900 million users - Russia out of the game?
Alexander Volchek00:13:09

OpenAI is nine hundred million monthly users at ChatGPT. Nine hundred million! They've got about 100 million in a month. And they had two hundred and a month ago, 15, and there's, like, two hundred and fifty million active users of the permanent. Active is, there, daily, daily and weekly active users. Nine hundred million a month. You'll notice the number. It's very interesting because if you take, uh, the people of the Earth and see how many people in the world are generally active with computers, it's 900 million, um, I'd say it's... It's already a dangerous number. Uh, from the perspective of the model at all, there is an interesting point that we should mention the genetic moments in other fields that have been used-- that are made in Russia.

00:13:59–00:14:49Candina from Sber: why is I-I-art in Russia swung?
Alexander Volchek00:13:59

For example, Sberbank launched the Candina neurosis in the twenty-second year to create, to generate images, yes, to create textual analog images. What Dall-E did in fact was originally and now almost everything, yes. And the peddates are very super-crunch. But the first Candine conversions were kind of interesting, but further development stopped and left, first, many professionals in the twenty-second year, who were developed by Candin directly separately. Somewhere, it was written that all the people who were doing Candine were almost in the same apartment in Armenia or somewhere.

Alexander Volchek00:14:49

But I don't know that. And, uh, uh, no further advantage could be realized. So the models stopped, yes. Number one reason we're looking at six reasons and facts, so I've given them a lot of, uh, deep-sighted work. Every fact is important to a self-conscious understanding of where to go, yes. Uh, number one reason is, of course, limiting resources and capacities in terms of, uh, equipment, yeah. I've been talking about it two years ago, that people don't understand the specifics that it's a fundamental restriction at all. Although all six reasons are important, but the equipment is so fundamental, but it's not welded-- it doesn't add up. Why doesn't it fit in your head? There's a feeling that, uh, first of all, Russia can produce such equipment itself, B, which, like, well, we've always bought equipment, we'll buy, you know, people say. And... But if you look at the fact, in terms of the equipment now available, the situation changed dramatically in the twenty-second year. And then, it changed dramatically in the twenty-third, the twenty-fourth year. And I'm saying, look at the pill, yeah, look at the cost of NVIDIA. It's the largest manufacturer of equipment for, uh, and GPU for artificial intelligence. The company was worth four trillion dollars two weeks ago. At the date of release, it's worth four points, two trillion dollars. And it grew up in value because of production, and chips and chips are just a fundamental problem. Now I'll explain to you, I'll give you an example. It's a secret reading, well, logically, Russia is limited to buying chips and chips. Everyone says she's gonna buy Chinese chips there. But it's important to understand that America and China's Chips are the leader selling their chips and selling their cool chips. In fact, America has restricted the sale of chips, for example, to China. But with the arrival of the Trumpa, they started lobbying so they could, maybe companies, including selling to China.

Alexander Volchek00:17:17

And NVIDIA two days ago, and, uh, got a full-time permit to sell certain chips over in China. Yeah, she'll grow up again, of course. The point of what? What, the and, by the way, the Chinese company, the Taiwan manufacturer, not the Chinese, the Taiwan producers of the TSMC, everyone thought that it would be possible to buy chips through it. He also, a company dependent on American technology, ceased to cooperate with Russia. So, according to the inside information, Sberbank bought 9,00 GPU since February of the twenty-second year. We're not talking about the quality of the GPU right now, are we? Not exactly the latest GPU, not exactly the GPU, which is back there and so on. So, in the twenty-fourth year, only in one year, Microsoft bought 500 grand GPU, 500 thousand! That's very interesting. Or, for example, in XAI, they have clusters over 100,000 H one hundred videotapes for the twenty-fourth year, they said yes. And there is a GPU value of two billion dollars and an extra 55,000 H-100 and 20,000 Dojo specialized chips. Yeah? More than $10 billion. Oracle ordered four hundred thousand new GB two hundred. That was now $40 billion for the future date of the center they're doing with OpenAI. One more four hundred thousand and this is GB two hundred. And $40 billion, $40 billion! Sberbank, according to the data they put out-- on the news, they were planning to spend the twenty-fourth, there, some twenty-seventh year, I'll tell you below, the amount of the order is smaller. It's very important. IT's all IT, IT's all developed. We're just saying examples of some particular companies. What's the problem? That's important, there are old base chips that are now being used, new chips that are made, they'll play next year. And there's a new one parallel to that that speeds up the work, a systems. The fact that-- what systems are on, models can be taught. And we're gonna talk about one of the most important questions. It's a supercomputer question.

00:19:45–00:21:13Russian chips: obsolete chips like Windows 98?
Alexander Volchek00:19:45

But until subcom-- to supercomputer, I'd like to say chips. The opinion is that Russia could have done such chips. So, Russian enterprises, their base stopped at the Elbrus 4S processor. So, he was out of the technolo.

Alexander Volchek00:20:00

So, he was released by technology for the sixty-five nanometres and had a frequency of eight hundred megahertz. I'm a very interesting, very important thing to you. It's Pentium's level three nine--and-the end of the '90s. Pentium three. In 2015, the viewers noted that this is the prestige-- national CPU was excellent in the ninety-ninth year, right? And even the more new Russian chips that were produced there, Bikeal, too, the Elbrous 8, they were produced at the TSMC factory. They were just outdated, and, uh, a processor for 28 nanometres. And of course, this is not possible because of sanctions, and the plan is to develop 20 nanometres by 2003 - 2030. It's 2025, by 2030. But, uh, time the world industry is clearly going to go to one, two, one, two, and not twenty-eight. So Russia is not behind, yes, it's in the Windows '98 era. And now, the era, uh, not just new operating systems, now the era of some supernova move. That's the most important story.

00:21:13–00:24:46Supercomputers, where's Russia in the I.R.?
Alexander Volchek00:21:13

With the chips and equipment, and that's why number one is, one of the great reasons there is, the lack of supercomputers. I'm still here, we're going to have six reasons for this. I'm telling you now, still number one. About supercomputers. So watch what's interesting. Here on the global list, the top of the top 500 of the most powerful supercomputers, Russian systems are in extremely low positions. And there's more important information. That's how very low positions are held. It means that there are supposed supercomputers, and there are no extra-exafluoro supercomputer like the US and China, in Russia. These systems are used to teach models in artificial intelligence. The sbank is in the twenty-first year of the Kristoparay launcher, but it's a world-class spark. He's one of two petapulps. It's not-- I know that these words are a little bit complicated, and that's why, uh, that's another way of numbers, another way of writing. Now, if you're talking about the-- about the ex-opsy super computer, that's another story. And so you understand, for GPT-4, Microsoft and OpenAI, they've been using ten thousand GPU NVIDIA A100. In China, Baidu and Ernie were trained in a supercomputer with 40 grand GPU Huawei. Russia has no access to either A100 or A100 or to H100, yes or to H100, or similar to accelerators. There is no. And of course, in Russia, they say that, too. And Herman Gref clearly said that GPU is the narrowest place to replace them with the hardest part. But I want to point out again that they're not the most important thing to replace, they can't be replaced. I mean, they won't be replaced, alas, they won't be replaced. There's a story, actually, with clouds and cloud servers, and once through this infrastructure, it's gone further. It's interesting that Yandex invests and Sber invests a lot in the clouds. But what doesn't invest? Look, there's Nebius, Arkady Volola, a company that used to, uh, that Yandex creator, of course, and that Yandex owned, he doesn't own it now. So, Nebius's company is at the time of the shoot, at 12 and a half billion dollars at the time of the shoot. On the Internet, the current estimates indicate that Yandex is now worth six to seven billion dollars. That's very interesting. This reminds me of the bank at Oleg Tinkov, Oleg Tinkov in Mexico. The fact that the bank in Mexico would obviously cost more than Russian Tinkov, is a very, very interesting story. Would you write in the comments, please, what is your main use of technology in artificial intelligence? What you, uh, see, do what you do, first of all, professionally. And the second thing you do is unprofessional, how do you use and use artificial intelligence at home? It's a very interesting subject. Second reason, number two. And I guess the subject is a matter of concern, not a reason why it won't work. I don't want to broadcast the idea, it's gonna work or it's not gonna work.

Alexander Volchek00:24:46

I have the task of showing you the current specific situation so that you can make a sound decision about your own actions by introducing something in the company, making decisions for yourself. the way in which they use and understand how they work in the world and how they are built. We did a special issue with Ilnar a few months ago on the subject of education and the use of artificial intelligence in education, yes. And all countries, a large number of countries in the world have passed and seen who use artificial intelligence and where in education. It's a good thing to watch. Therefore, my topic of comparison in this case is Russian, American, American-Russian-American market, which is, well, extremely useful for certain feelings, yes. These are still important countries in the world. The second reason that's there is is budget. I understand budgeted money for artificial intelligence, e-h, for my own and investing, uh, for venture financing. I'll tell you separately about the government budget. I believe that the State has a direct impact on industry development or degradation. We'll talk about it. Oh, it's just budget. Let's just go through the budgets. We'll start with the venture market. I think it's worth, uh, sitting normally, just opening your eyes and saying, "Look, in America, the venture market was in the twenty-fourth year ...

00:26:25–00:30:00U.S. Vs Russia Venture Market
Alexander Volchek00:26:25

Well, let's see the twenty-third year. Twenty-third year at the beginning. In the twenty-third year, the venture market in the United States was estimated at $100,70 billion. I'll be there for years. One hundred and seventy billion. AI spent $66 billion. Thirty-six, uh, percent of the AI market was spent. So who knows how much the venture market in Russia was in the twenty-third year? Write it. I think it's very interesting. Write what the volume was. I'm honestly saying, when I was collecting data, I've re-examined them a lot, and if I'm wrong, you'll tell me. But the data are striking. You look, you eyes-- you, you don't believe at first. I mean, you know, I'm good, because the man who-- I'm from Belarus and I've lived in Moscow for 12 years, I understand very well the market for Russian venture capital. I know he's not on par with him, he's very small, but not so small. In the twenty-third year, the market for venture capital in Russia was 10 million dollars in the twenty-third year. One more time: $170 billion in America and $10 million. I don't even want to say how many times that's less. That it's less than a thousand times. Mmm, it's kind of awkward, isn't it? I like it, there's an interesting one. I like the interesting Writer Guide pays the price of the Venture Guide, which in the twenty-fourth year, investments in Russian AI start-ups increased to $30,3 million, more than three times. Previously higher. Reminds the story: make a thousand dollars investment, and next year, invest 100,000 dollars. Tell me the market grew a hundred times, right? Sounds like a really, uh, really hard one. Sounds very difficult because the absence, well, first of all, it's important to understand that the start-ups that make it happen that companies that work inside, aaa, they don't get external funding. It appears that the development of real artificial intelligence and complex systems can only be done, but large corporations, which are actually made by Sberbank and Yandex. The same Beast Bank and Yandex, we talked about, yes, which they have, they can't have budgets. What kind of budgets are they? I mean, if you take an estimate even of a company of six to seven billion dollars, but it can't invest tens of billions of dollars, yes, in, uh, in infrastructure in its own. Speaking of investing, to get you a little bit of a lot of money, there's a Stargate project from OpenAI, Oracle, aaaaaa, Arm. So, aaa, five hundred billion dollars they're planning to invest. Look at the amount of investment that large American corporations are planning, see, now we're gonna have corporations with you. The thing is, someone will say that there are corporations in Russia that are dedicated to investing artificial intelligence. Noo Russian corporations have always been behind in terms of providing money to the technology sector. They've always used it for their own needs.

00:30:00–00:32:15U.S. Vs Russia Venture Market
Alexander Volchek00:30:00

If you take the big giants, which are with great resources and money.

Alexander Volchek00:30:00

With enormous resources, money, they're in the micro technology market, and they're out of it. Take Nornickel, for example. So, look, the plans are Amazon $100 billion, Microsoft $810 billion, Alphabet is Google $75 billion, Meta $65 billion. Just imagine Sberbank's planning to invest five billion dollars in IT from the twenty-fourth to twenty-sixth. When there are no companies of different kinds that make different-- well, decisions, if they don't have any funding, no one will. Oh, I hear a lot of things from the Russian market, including local ones, and in America, I hear a lot of that from Europe. People say, "We've made some agents, sales agents, some systems in AI." And you say who's doing it? Well, we've been sitting in a team fast. I have some steamers here. People don't understand that they can be bought immediately because their development is probably negligible. Well, the chance is one million, it's nothing, it's just unbelievably negligible. Because now, to learn something, even some cluster, you have to spend millions, tens of millions of dollars. So, Sasha Mashrabov is very good in Tuzmuna, saying that you can play the market now only when you have budgets, billions, and actually tens of billions of dollars. And the big players here, and the ones here, there, there, 100 plus, that operate over a billion dollars, it's very important, it has, well, it has a very strong meaning. Of course, when we talk about the venture market, it's important to understand that the venture market is not a full-fledged agenda. And it is estimated, a study of the twenty-fourth year indicated that in Russia, investment in artificial intelligence was about $3 to four billion, and that this increased by 36% per year. A year. But it's important to know once more that it's a drop at sea. And it's just that, it really shows this one percent of world investment in artificial intelligence.

00:32:15–00:34:51Problem of companies in developing AI in Russia
Alexander Volchek00:32:15

And one of the biggest problems that Russian companies are developing programmes, but they don't sell them, they're just developing them. So they don't start selling them. That's one of the problems, too. Take the OpenAI. OpenAI's got a cash-flow, so it's more than $10 billion. The company is lost, no questions, but its evaluation is now a few hundred billion dollars. I think she's worth a trillion, but she's definitely gonna be worth more. But it's my personal opinion, not some kind of recommendation, but it's definitely gonna cost more, yeah. Just as XAI is worth more, five to seven trillions will be worth enough in a quick time. And, uh, it's important that if companies don't sell, they don't have a client base, they can't develop this system properly and they can't learn. Look at this, we're talking about time. There's a speech from the Senior Vice President or, there, Deputy Chief Deputy Graff in Sberbank, which Russia is supposed to be only six to nine months behind. To be honest, that sounds funny. What six to nine months does it miss in terms of the development of artificial intelligence? From the beginning, about a year ago, when GPT showed up three and a half, it seemed like it was. I mean, it seemed like there was a six-month delay, seven or nine months in different countries, and you could catch up. But what's happening now isn't a question for years. The question is, there are some places that are left forever. It's like you have, like in Beloroussi, a way to get potassium fertilizers, one of the world's biggest mining, and all the countries mostly in the world don't have that, right? You have it or you don't have it. Or you can get gold, or you can't, or you can get titan, or you can't, or you can get potassium fertilizers, or you can't, or you can really make progress within the framework of a titan. artificial intelligence or you can't. Not enough, I know-- top companies here, they have a different target. They have a goal not to catch someone, not to participate in this, to be present in this arena. They have a goal to create AGI, yes. And he's gonna be or won't, that's another question. But it's important to understand that when he's there, there's no comparison rating at all. I think I'll at least stop comparing.

Alexander Volchek00:34:51

Now, the challenge is to look at this, study, compare, and make you, on the basis of this, good, good, good, good, good, good, good, good. Reason three. I've identified her as a separate reason. I didn't tie her to the budget and c-- and I gave her a separate reason for it, I think it's what's affecting the developed-- the development of artificial intelligence, in a very strong way. This is not a serious public financing. There are descriptions, different projects that Russia will invest a lot of money, some trillion roubles in technology, artificial intelligence. But it is important to understand that artificial intelligence is not a pre-emptive investment, but an investment in amounts that are not proportionate to even the largest corporations in Russia. If you take the biggest corporations in Russia, the biggest companies, well, they're worth 40 billion, fifty billion, sixty billion. If you take corporations to the US now or take the Chinese market, in the US, take the NVIDIA four two trillion Microsoft three points of the trillion, Apple three points of the twenty-five trillion. There's Meta next, there's Alphabet, there's Amazon. There's a lot of things. And it's always interesting here. I live in the south of San Francisco. That's what's called the Silicon Valley. And there's NVIDIA, there's Apple, there's Google, there's Tesla, and the AI is here, yes, San Francisco xAI. And you have a concentration here of companies, uh, top companies, people in these companies, it's supercolossal. We talked about the budget, and I talked about the equipment. I didn't say that money was needed for a little more staff, yes, I didn't. Why? Because, well, let's assume there are people in Russia, although we'll move on, next to this discussion, and we'll assume they are. They don't cost that much money, do they? Because America's got another dilemma now. There's more than you should invest hundreds of billions of dollars in infrastructure across the country, so that's all you have to invest in tens of billions of dollars in people because you've got a start. engineers, who cost more than $10 million a year. And it's a start to spread out very seriously. So if a million dollars was serious for such engineers a year and a half ago, the beginning is now a completely different number, which, of course, changes the whole reality. When a State does not support a large amount of serious investment in its own right, it regulates everything completely differently and regulates differently in all, totally in all spheres.

Alexander Volchek00:37:48

Reason four. I'll remind you that we have six reasons or six lines to focus on today. And the reason is, of course, four is human resources deficit and human capacity. Oh, actually, I'm the programme engineer myself, and I'm telling you, I didn't feel that much difference as the software we see right now. There was always a difference in quality, and it was felt that programmers could differ, ten times in quality. Now there's a concept of ten thousand times, yes, when it's of a quality. And there are people who are now the current situation in the Valley, that the Zuckerberg is out of the way to Meta people and someone offered $300 million of the backbone at the entrance, right away, Someone was offered $30 million, someone $550,000. She points out that there are people who are needed for serious tasks. Why, for example, Meta buying a staff member for $100 million? Well, we're all gonna be surprised. There's a lot of programmers working there. Why do you want to do that? Why would OpenAI pay someone $10 million? Why do you even want to do that? You can hire. There are people on the market, it's open. Not much people want to get into these companies. Believe me, it's a turn to get into the OpenAI, including people who know the arts. Who are they taking? It turns out these people are special. And these special people are needed to keep the race from losing. Meta understands that if she doesn't do it now, she might lose everything, she might lose all the business, including Facebook, and Instagram.

00:39:35–00:43:18How many IT specialists have left Russia
Alexander Volchek00:39:35

Everything can be lost if you don't win this subject. There's a very good score on talent. I won't be in this area much, but there's an estimate for the twenty-second year that about 100,000 IT specialists left Russia for the twenty-second year. And I think that Russia should have left the people who are the most mobile and skilled, yes.

Alexander Volchek00:40:00

And qualified, yes. Of course, a large number of engineers work here in the Valley, and in general, in a large number of American companies. And Google Brain, and DevMite, and Microsoft Research, and OpenAI. And a large number of people work, including for European companies, for Asian companies and for companies in Arab countries. And there's a lot of money investing in artificial intelligence. I want to say, by the way, that I'm bringing you an example of the US. But take the example of Dubai. There's hundreds of billions of dollars in investment. In fact, there are amounts that are raised, namely Saudi Arabia, United Arab Emirates, where amounts are raised over $3 million for infrastructure that deals with artificial intelligence. And of course, it will also have its important meaning. Still losing people, uh, guaranteed it'll give history. I didn't put her in, I wouldn't put her on the first place. I just wouldn't, because it's hard to talk. Yeah, you know, there were some cool employees in the OpenAI, like Mira Murati or Ilya Suzkever. In doing so, OpenAI continues to produce cool, cool products. At least it's on the way. Someone says it's gonna stop the release. Maybe she'd let something cooler, maybe not. Maybe the opposite would be worse. And that's why I always look at different accents about changing staff. But yet, it's a very important moment in terms of personnel. And the problem with the personnel, she's not just, uh, the problem at the level of those who left. It is important to understand that now, as many new people are emerging in the world in terms of development within the framework of artificial intelligence. For example, in one Indian Bangalore, there are 3,000 new ML engineers each month, 3 thousand new engineers each month. It's a huge simplicity. And of course, I see China and India taking global development from a resource perspective, in terms of volume, in general. I think it's gonna be a time when this is a Belarusian engineer, a Ukrainian engineer, a Russian engineer, it's gonna sound completely different. Alas, that's right. Alas, it's changing. I'm done at the university myself. I was in the computer software of the Belarusian State University of Information Technology and Radio Electronics. And there's, by the way, engineers and anaesthes in the audience. Write who is. And so complicated, programming. Then there was another time. Twenty years ago, 20 years ago. It was a different time. And then, of course, the attitude towards Belarusian or Russian engineer was enormously different. Write the US again, Russia. Russia, what place will it take? What's going to happen? Is the art of intellect ever Russian or not? It's not even a place. Once again, I think there's no place for Russia to have a seat. Someone's gonna say there's a place. Someone's gonna say, like, number one. Maybe someone will say that Russia will own the most skilled intel in the world. Write it up, it's a very important subject. We'll find out. The fifth reason that has a very strong influence on artificial intelligence models is limitations and ideology.

Alexander Volchek00:43:18

There's funding from the State, there's restrictions, ideology. I'll give you an example of a fun one, when ChatGPT came up two years ago, summer Italy, I think it was summer. Italy has blocked the use of ChatGPT for a month. She said we can't use this system. Then there were more, there's some locks in someone's room. Now, of course, everything's gone. There's no such blockage now. Now, the OpenAI is blocked for use, for example, in Russia, not the other way, yes, that Russia blocks the use of OpenAI or that someone blocks the use of systems. China might be blocking. It's another little design and approach, but ideology is important. What is in the sense of ideology and understanding of people in artificial intelligence. There's China, he's kind of blocking everything for citizens, ratings are rolling out, a lot of things, but there's a big technological development base. I believe that, of course, China has flipped the world.

00:44:18–00:47:14China has been riding the world.
Alexander Volchek00:44:18

Well, except the U.S., and for some things, the U.S. has been very serious about it. Oh, it's been ten years since people were some people who thought, for example, that there were Russian mobile applications or something that they were more Chinese or American. It's a lack of knowledge and illiteracy in terms of its own location, understanding, and what really happens. China is very serious and has a well-established model, such as the top, and the top-down power is in contact with the business that creates technology. They have this story built. And that's why you and I are seeing a lot of Chinese in the world's top-down today. I mean, the U.S. has done the largest number of models, and China has already done more than 10 super cool models, with different companies. They are applied everywhere in the country, until recently when the world-wide-Chinese examination, uh, at school, the main cool models stopped receiving answers, and schoolchildren don't want schoolgirls to be answered. chiteri, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there, there Why is the Russian question still important? Ideologically, why is the question still important? Because a-- always a strong moment: how to develop or not develop artificial intelligence in what to learn, but to broadcast, and to tell what limitations are, what is it? information? When you want to limit the information to inform her citizens, you'll face a problem. It was a case that Dmitri Medvedev had a critical incident in the twenty-fourth year in Alice. He said that the system provided unpatriate answers and, uh, that it was important to introduce censorship, yes, and that he threatened to make Alice a system of an alien. Well, here's the example. It's important to understand that when we talk about building artificial intelligence, the intellect is the one that at least wants to do in the United States, it's the artificial intelligence that must be.

Alexander Volchek00:47:14

To create something, to create something. Here, Elon Musk, in the last meeting, said very well that the question would not be about solving any human question, uh, because IQ is, uh, artificial intelligence and all chat rooms would have more than that. 15,000. IQ is not three or two. Do you understand what this is about? The question is, what art will create a new one, that he will come up with what's really going to happen. The topic is very important, yes, very important. And the sixth reason. Uh, guess what that is? And, uh, by the way, write that we haven't told you what else today, yes. We'll take that into account and put it in extra editions, too. And write, by the way, what are your episodes of interest? How do you like this graduation that comes? This is the sixth reason, in fact, she's very important, and she's a crazy man who doesn't understand, and she's insanely unrecognized. People don't take this story at all. It's a reason, well, or a subject, the subject is the introduction of robots in-- robots in the country. Because you hear, "We've got a drone, too, so it's going to Casani. And we, uh, robots, they drive here, and we have some robots at the exhibitions." So, look, there's a world-wide indicator, it's a density of industrial robotics. And to be honest, I've been telling you a lot about the density of robotics and the importance of this indicator, but I haven't talked about Russia because we're still focusing on technological news, the Silicon Valley sites. And in general, we have a lot to say about America and China, including. As more information. Russia is not very focused. Whoever in Russia knows and who outside Russia is not interested, yes. And I saw it here, and it's a density. Look, South Korea Leader is the leader of thousands of robots per 10,000 workers, thousands of robots per 10,000 employees. So, on average, there's a hundred and fifty-two around the world. One hundred and fifty-two is considered very little. And there are countries starting after South Korea there is Japan, the US, I don't remember, or three hundred with some robots. In Russia, 17, 10,000. By the end of the twenty-fourth year, the level had reached twenty-nine. Why am I saying 17 and 29, two different numbers? So you can understand how much it's changed. Because someone can say that we're going to have development now. I'm showing you today's-- modern changes. You know, yes, that's 10, parole. By the thirtieth year, Russia had a target of reaching 100,405.

Alexander Volchek00:50:00

It is important to understand that the world is so much changing that this number will change.

Alexander Volchek00:50:00

That this number will change, it will change very much. And here I want you to get one of the most recent information from the robot perspective. They put it out a couple days ago. Amazon has reached... I'll tell you what number of robots in the warehouses you think? And presented DeepFleet technology. This is the AI model for optimizing routes, which is still 10 per cent more effective. Imagine, they're 10 percent of what they've improved? How many robots do they have? Well, how many robots can Amazon have? How many robots can Amazon have? A million! A million. Can you imagine what plans are? A million. It's crazy. And then you're technologically improving their efficiency by 10 percent. So you have equipment that works all the time, and you're making this equipment more effective by 10 percent in optimizing the routes. That's fantastic, of course. Amazon to us, Amazon comes three or four times to the house, and, uh, they come, mostly cars come to our territory. It's, they're driving Rivian, and, uh, Rivian electric cars are Irvine manufacturers, it's South California, Orange County. And, uh, it's planned that these cars will soon have a robot that will leave the car and deliver the boxes. There's a driver, as far as the current plans are, right? Because I understand the driver will disappear at some point. There's a driver, and they're gonna start testing, especially on, uh, well, I have a big area, neighbors, small, and where houses are often worth, they're gonna be out, the car's gonna come up, and the robot will be there. I'm not sure how to move things. I mean, that plan was really strong. Why do you need robots? See why the abandonment of robots is closely linked to artificial intelligence. Because robots are a physical embodiment of artificial intelligence and automation technology. That's very important to say. And what Elon Musk does, it can be seen that Elon Musk, the Optimus, is the task of creating an incriminating intelligence or robot, it creates a robot not for XAI artificial intelligence, not for XAI, he's XAI. It's a robot, isn't it? By the way, Tesla is a little bit of a shock, and I-Elon Musk is a speed-smart. They turned, uh, Grok, even though I didn't like him, of course, very much the last. They turned him into Tesla in exactly a week. Very cool, of course. I don't know if everyone's access is available, but the deployment's gone. At the time of the video, he may have turned around in the United States, and they're artificial intelligence, of course, in the robot, in Optimus, and I'm incredibly waiting for robots and, uh, waiting for such a big house robot. Would you buy a robot like that or not? I've been asking this question for the last few years, and I'm telling you a lot about it, and I think it's very important. He's very important. So? Six reasons that are very important. Please write that I didn't take it.

00:53:27–00:54:54The main idea is how to treat the application of IPs in 2025?
Alexander Volchek00:53:27

What do you think is optimism and positive developments in the development of artificial intelligence in Russia? What do you-- think is negative? The most important thing I want to tell you is stop treating GPT chat as just an annex on your phone. Just like my business friends are saying that they don't even understand the difference in terms of purchase. I say to my friend, "Look, you buy for two hundred dollars, you'll accelerate once, just, you'll start doing things you didn't do." And he doesn't know why he is. Why doesn't he understand? Well, because I've been doing dozens of inquiries every day in these systems, or hundreds. Every day. And I have a new awareness of the use of the Ceys of artificial intelligence. An important aspect is that I don't know a lot of cabs. We don't know what the device looks like, we don't know what it's gonna be like. We don't know if it's gonna be some kind of portable device that's gonna be with you. We-- he's got some visual confirmation, we don't know it's gonna be over. Someone says, like, that the browser is gonna be new, someone else. I think that, in general, OpenAI is a separate operating system. Do you think OpenAI is a separate operating system or not? I'll see you on Sunday.