This week Tom and Elliot talk about the $225m that flew into the seed rounds for Stability AI and Jasper AI. They also touch on the rumours about OpenAI's discussions with Microsoft about further financing.

⏲️Timestamps⏲️

00:00 100% more audio introduction

01:30 The three big invesments pieces of news this week

05:00 Two of the biggest seed rounds

06:10 Stability AI's seed round & the universe

12:45 Making an episode fully AI

13:35 Detailed information on the Stability AI round

15:00 Don't pick the hype for your PhD

17:40 The Hedge Fund Play by Stability AI

18:30 4000 GPUs from Stability AI

20:40 Stability delays the release of v1.5 of Stable Diffusion and the consequences

27:15 Elliot's spicy take🌶️ and Stavility AI's competive new future

31:15 OpenAI's discussion with Microsoft

35:00 The release history by OpenAI and the trend of closing

38:45 Imagik Paper and reinventing images

41:00 The challenges of prompt engineering

44:00 Final words on Stability AI's round

48:12 Jasper AI's round

52:00 Marketing dribble just exploded 100x

53:20 Advertising doesn't work that way

54:30 All consumer brand's will be gone in 30 years

59:00 The Sideways effect on the wine market

1:01:30 Pineapples & social signalling

1:03:20 Humans filtering out AI content

1:04:40 Jasper's product demo

1:06:10 Propogating errors through the internet

1:11:00 Wrapping up

⚡Show Notes⚡

- Stability AI's $101m Seed Round https://techcrunch.com/2022/10/17/stability-ai-the-startup-behind-stable-diffusion-raises-101m/

- Jasper AI's $125m Seed Round https://techcrunch.com/2022/10/18/ai-content-platform-jasper-raises-125m-at-a-1-7b-valuation/

- OpenAI in discussion with Microsoft for further funding https://www.theinformation.com/articles/openai-valued-at-nearly-20-billion-in-advanced-talks-with-microsoft-for-more-funding

- Not Andrew Street... Andrew Scott https://www.imdb.com/name/nm0778831/

- Stable Diffusion Launch https://stability.ai/blog/stable-diffusion-announcement

- Dreamstudio https://beta.dreamstudio.ai/home

- Ali Abdaal AI tweet https://mobile.twitter.com/AliAbdaal/status/1582835494475698176

- Moonbeam editing tool https://www.gomoonbeam.com/

- Emad Mostaque CEO of Stability AI https://en.wikipedia.org/wiki/Emad_Mostaque

- Stability AI demo day https://www.youtube.com/watch?v=1Uy_8YPWrXo&t=2415s&ab_channel=RobertScoble

- Why Stability delayed v1.5 release of Stabel Diffusion https://danieljeffries.substack.com/p/why-the-future-of-open-source-ai

- Imagik https://imagick.ai/

- Jasper AI Demo https://www.jasper.ai/demo

- Ads don't work that way https://meltingasphalt.com/ads-dont-work-that-way/

- The Sideways Effect on Merlot https://www.npr.org/sections/thesalt/2017/07/05/535038513/the-sideways-effect-how-a-wine-obsessed-film-reshaped-the-industry

- The Myth of Spinach https://www.compoundchem.com/2018/07/17/spinach/

-Malcolm Gladwell on memory https://www.pushkin.fm/podcasts/revisionist-history/free-brian-williams

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For the first time in a long time Elliot and Tom are in the same room. This week we talk mostly about Tesla's AI day, as well as touching on the "Data Laundering " that is happening in the image generation world. Warning, we get pretty boozed towards the end.

⏲️Timestamps⏲️

00:00 Drinking in person

02:00 Part 1 - Tesla AI Day intro

07:20 NERF & other Vision AI models

14:50 Lanes languages and using attention in vision

21:15 Data & Training capabilities behind FSD

25:25 The infrastructure behind it all

31:00 Tesla makes their own silicon + NVIDIA rambles

38:35 Final comments on Tesla AI day

43:16 Data Laundering

46:55 OpenAI question to US Patents & Tradmark office

55:42 Stadia died because no one trusts google

⚡Show Notes⚡

Part 1 - Tesla AI Day

- Tesla AI Day stream - https://www.youtube.com/watch?v=ODSJsviD_SU&ab_channel=Tesla

- Radiance Fields - https://datagen.tech/guides/synthetic-data/neural-radiance-field-nerf/

- LIDAR is doomed, Elon Musk - https://youtu.be/HM23sjhtk4Q

- Elon Musk's perfume - https://gizmodo.com/elon-musks-100-burnt-hair-perfume-has-sold-out-1849676199

- Russian army using chips from fridges - https://www.reddit.com/r/UkraineWarVideoReport/comments/xiqhu4/ursula_von_der_leyen_the_russian_army_is_removing/

- Meta announces Legs - https://techcrunch.com/2022/10/11/meta-announces-legs/

Part 2

- Data Laundering Article - https://waxy.org/2022/09/ai-data-laundering-how-academic-and-nonprofit-researchers-shield-tech-companies-from-accountability/

- OpenAI request for comment - https://www.uspto.gov/sites/default/files/documents/OpenAI_RFC-84-FR-58141.pdf

- Temtem - https://store.steampowered.com/app/745920/Temtem/

Part 3 - Google Stadia

- Stadia died because no one trusts google - https://techcrunch.com/2022/10/01/stadia-died-because-no-one-trusts-google/

- Player with 6k hours of Red Dead Redemption 2 loses everything https://www.cbr.com/red-dead-redemption-2-player-6000-google-stadia-hours-rockstar/

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@tom_k_white, @elliot_c_smith

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This week Tom and Elliot cover new models, new hardware and all the interesting things they came across this week.

⏱️Time stamps⏱️

00:00 Introduction

02:53 DALLE-2 removes their wait list

07:42 Meta releases a paper on Make-a-video, a text to video model

12:01 Dreamfusion's text to 3D model generation

16:48 VTOONIFY released for converting portrait videos into caricatures

20:32 StockAI launched and just probably has legal action coming their way

23:33 NVIDIA Launches Cloud SaaS business

26:53 AMD Ryzen700 CPU Launch

29:00 New Intel GPUs

30:48 Reducing 100k equations to 4 using AI

35:25 NVIDIA in the valley

41:38 EchoNet outperforms sonographers

44:30 Learning a language by talking to AI

47:00 Designing the perfect keyboard using AI

49:05 Is Stadia really dead?

55:00 Closing bants

⚡Show Notes⚡

💿Model News

- DALL-E removes their wait list… https://www.theverge.com/2022/9/28/23376328/ai-art-image-generator-dall-e-access-waitlist-scrapped

- Meta releases a paper on a model called Make-a-video - https://ai.facebook.com/blog/generative-ai-text-to-video/

- Dreamfusion text to 3D model https://dreamfusion3d.github.io/

- VTOONIFY https://www.mmlab-ntu.com/project/vtoonify/

- StockAI launched https://www.stockai.com/

- Original tweet showing the copyright issues StockAI faces https://twitter.com/frantzfries/status/1574557008950329354

🖥️ Hardware News

- NVIDIA releases cloud service for metaverse creators https://nvidianews.nvidia.com/news/nvidia-launches-omniverse-cloud-services-for-building-and-operating-industrial-metaverse-applications

- AMD new CPU launch https://arstechnica.com/gadgets/2022/09/everything-you-need-to-know-about-zen-4-socket-am5-and-amds-newest-chipsets/

- New Intel GPUs https://www.intel.com/content/www/us/en/products/details/discrete-gpus/arc.html

🔬 Science News

- Researchers reduce equations from 100k to 4 https://www.simonsfoundation.org/2022/09/26/artificial-intelligence-reduces-a-100000-equation-quantum-physics-problem-to-only-four-equations/

🪣Misc. Bucket

- NVIDIA in the valley, Stratechery https://stratechery.com/2022/nvidia-in-the-valley/

- EchoNet outperforming sonographers for LV function test https://www.tctmd.com/news/echonet-ai-algorithm-beats-sonographers-estimating-lv-function

- Learning a language by talking to AI https://talk.quazel.com/chat/try

- Stadia is officially dead https://www.theverge.com/2022/9/29/23378713/google-stadia-shutting-down-game-streaming-january-2023

In a new format, Tom and Elliot talk about a collection of interesting new releases from the last couple of weeks. Hope you're enjoying the show.

⌛Timestamps

00:00:00 - Start

00:03:04 - New NVIDIA GPUs

00:15:00 - Deepmind investigates Emergent Abilities of AI

00:30:23 - Getty Images Bans AI Content

00:35:57 - Chal-E & Blender Textures Using AI

00:44:20 - OpenAI Whisper

00:46:33 - McKinsey Report on AI in China

00:53:02 - New Fast AI Course & ACT-1 Preview

⚡Show Notes⚡

New NVIDIA chip releases

— NVIDIA 4000 series - https://www.nvidia.com/en-gb/geforce/graphics-cards/40-series/

— Coreteks breakdown of NVIDIA performance - https://www.youtube.com/watch?v=ATS-fyQZuwA&ab_channel=Coreteks

— Tom breaks down the new GPU perfromance - https://www.youtube.com/shorts/7raAVrdilSw

— Ada Lovalace Architecture - https://www.nvidia.com/en-gb/geforce/ada-lovelace-architecture/

— Ada Lovelace - https://en.wikipedia.org/wiki/Ada_Lovelace

— Google Colab - https://colab.research.google.com/

— Buy Elliot's coffee machine...

— Wikitext-2 - https://paperswithcode.com/dataset/wikitext-2

Emerging AI

— Emerging AI by DeepMind- https://bdtechtalks.com/2022/08/22/llm-emergent-abilities/

— Getty Images bans AI generated images - https://www.theverge.com/2022/9/21/23364696/getty-images-ai-ban-generated-artwork-illustration-copyright

— Ian Goodfellow & GANs - https://arxiv.org/abs/1406.2661

AI Plugins for Designer tools

— CHARL-E - https://www.charl-e.com/

— Blender Stable Diffusion plugin - https://carlosedubarreto.gumroad.com/l/ceb_sd

— Stable Diffusion for Photoshop - https://www.flyingdog.de/sd/

— Competition - https://www.reddit.com/r/technology/comments/x4swd7/a_man_won_an_art_competition_in_colorado_using/

OpenAI Whisper

— OpenAI Whisper - https://openai.com/blog/whisper/

— Elliot's live dev stream of OpenAI Whisper - https://youtu.be/VlC1wMLI9NY

McKinsey Report

— McKinsey report on AI in China - https://www.mckinsey.com/capabilities/quantumblack/our-insights/the-next-frontier-for-ai-in-china-could-add-600-billion-to-its-economy

Misc.

— Fast AI Course - https://course.fast.ai/

— Adept.ai

— Google assistant that could call and make bookings - https://www.youtube.com/watch?v=d40jgFZ5hXk&ab_channel=BusinessStandard

Tom and Elliot talk about the release of stable diffusion, some of its strengths and weaknesses and an AI model that can learn fundamental equations of real world systems from video.

00:00 - Start

⚡Links

Tom and Elliot talk about the recent acquisition of One Medical. Why Amazon would want it, where AI might fit into the picture and some tin hat theories of what their master plan entails.

⌛Timestamps

00:00 - Start

⚡Links

👋CONTACT

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The cursed episode… This is V3 of this episode after a couple of tech failures…

Tom and Elliot talk about two papers, one looking at AI in marketing and another in yield prediction for grapes. Both toe the line of "did we really need AI for this".

⌛Timestamps

00:00 - Start

⚡Links

👋CONTACT

#podcast #tech #ai #startup

Tom and Elliot talk about DALLE-2’s new pricing model, and explore the topic of not only introducing data biases but also reasoning biases.

⌛Timestamps

00:00 - Start

⚡Links

👋CONTACT

#podcast #tech #ai #startup

Tom and Elliot talk about a Steve Jobs speech and his thoughts on intelligence and whether explainability will save us from stochastic parrots.

⌛Timestamps

⚡Links

👋CONTACT Any feedback?

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This week Tom and Elliot dig into the new Copilot feature from GitHub and discuss a recent report from McKInsey that shows how the US spends nearly $1 Trillion on admin in the healthcare sector.

00:00:00 - Start

00:02:13 - Topic 1 - Github Copilot

00:03:37 - What is Copilot

00:07:01 - What's causing a push back

00:09:25 - What is Microsoft's plan here

00:11:16 - Does Copilot copy paste code?

00:12:35 - The risk for enterprise dev teams

00:15:47 - How do I know if my code was used to train

00:16:56 - Similarity to Oracle vs Google

00:18:51 - Copilot protection lessons from Nintendo

00:31:15 - Topic 2 McKinsey Healthcare Report

00:32:47 - How we spend 1T a year in health admin

00:36:00 - Calculating health admin spend

00:41:05 - How'd it get so bad?

00:46:26 - Criticisms of the report

01:07:22 - Wrapping Up

⚡Links mentioned

- Mckinsey Report https://www.mckinsey.com/industries/healthcare-systems-and-services/our-insights/claiming-the-1-trillion-prize-in-us-health-care

👋CONTACT

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@tom_k_white, @elliot_c_smith

#podcast #tech #ai #startup