Ep #95: OpenAI and Moderna, Microsoft Phi-3, Sam Altman & AI Leaders Join Homeland Security AI Board

The Artificial Intelligence Show - listen and subscribe!
30 Apr 202455:21

Summary

TLDRIn this episode of the Artificial Intelligence Show, hosts Paul Roet and Mike Kaput delve into the transformative power of AI within businesses. They discuss the concept of 'AI emergent' companies, highlighting case studies of firms like Mna and Asana that are integrating AI across their operations. The hosts also touch on the importance of leadership buy-in and a clear vision for AI adoption. Additionally, they explore Microsoft's introduction of smaller language models, which could make AI more accessible for organizations with limited resources. The episode covers the formation of an AI Safety and Security Board by the US government, featuring tech and business leaders, and the potential implications for AI infrastructure. They also discuss the rapid advancements in AI technology, as exemplified by comments from Sam Altman, OpenAI's CEO, on the iterative deployment and continuous improvement of AI models. The show concludes with updates on AI in wearables, the competitive landscape for AI coding assistants, and the strategic embedding of AI across HubSpot's product suite.

Takeaways

  • πŸš€ Companies aiming to integrate AI effectively require support from top executives and a visionary leader with a clear plan to transform the organization over the next three to five years.
  • πŸ“ˆ AI adoption is seen across enterprises like madna and Asana, where employees are empowered to find AI applications for their specific roles, leading to innovative use cases and increased efficiency.
  • 🌟 AI emergent companies are established organizations that quickly adopt and scale AI across all areas, with visionary leadership and a commitment to building a smarter business through AI and machine learning.
  • πŸ“Š Madna's case study shows a successful deployment of AI with 750 custom GPTs created within two months of adopting OpenAI's technology, highlighting the potential for AI to accelerate business processes.
  • πŸ” Asana's integration of AI into operations demonstrates a product-first approach, with a focus on building AI literacy and hands-on experience for employees to drive a company-wide transformation.
  • πŸ”‘ Small Language Models (SLMs) from Microsoft offer many capabilities of larger models but with reduced size and data training requirements, making AI more accessible for organizations with limited resources.
  • πŸ›‘οΈ An AI Safety and Security Board, including tech and business leaders, will advise the US Department of Homeland Security on safely deploying AI within critical national infrastructure.
  • πŸ“± Meta is enhancing its Ray-Ban smart glasses with new styles and more powerful AI, allowing users to interact with AI through voice commands and access real-time information.
  • πŸ’‘ The launch of a new AI startup, backed by former Google CEO Eric Schmidt, aims to challenge GitHub Copilot with an advanced AI coding assistant, reflecting growing interest in AI for software development.
  • πŸ€– Elon Musk's AI company, Neuralink, is reportedly close to raising significant funds, which may be used to train advanced generations of its AI, indicating continued investment in AI's potential for robotics and beyond.
  • πŸ“² Apple's discussions with OpenAI and Google suggest that the tech giant is considering integrating third-party AI technologies into its iPhone features, indicating a strategic approach to leveraging various AI capabilities.

Q & A

  • What is the significance of having a leader with a vision for AI transformation in a company?

    -A leader with a clear vision for AI transformation is crucial as they can drive the organization to adopt AI across all areas, ensuring that the company innovates faster, excels at personalization, and can withstand competition from AI-native companies.

  • Why is it important for companies to have support from the top for AI initiatives?

    -Support from the top ensures that AI initiatives are aligned with the company's strategic goals, have the necessary resources, and can be effectively implemented across different departments, leading to a more unified and successful transformation.

  • What does the term 'AI emergent companies' refer to?

    -AI emergent companies are established organizations that quickly adopt and scale AI across all areas of the business. They are led by visionary leaders who invest in AI capabilities to build a smarter business and have expanding AI and machine learning talent pools.

  • How does the adoption of AI change the dynamics of a company's operations?

    -AI adoption can lead to more efficient and effective operations by automating repetitive tasks, providing predictive models for revenue growth, and unlocking new creative possibilities. It can also enable personalized marketing, sales, and services, enhancing customer experiences.

  • What are some of the challenges faced by companies when adopting AI on a large scale?

    -Challenges include building a workforce that is literate in AI, managing cultural changes, providing the necessary training, and ensuring that AI tools are properly integrated into existing workflows without disrupting business operations.

  • Why is it essential for companies to train their employees on AI tools?

    -Training employees on AI tools is essential to ensure that they can effectively use these tools to enhance their work. Without proper training, the AI tools may not deliver the expected impact, and the company's investment in AI may not yield the desired results.

  • What is the role of small language models (SLMs) in making AI more accessible to organizations?

    -Small language models offer many capabilities of larger models but require less computational power and can run on smaller datasets. This makes them more accessible to organizations with limited resources and can be fine-tuned more easily for specific tasks.

  • How can small language models potentially streamline AI adoption for organizations?

    -Small language models can perform well on simpler tasks, reducing the need for costly and complex large models. They can be more easily integrated into existing systems and can run locally on devices, making AI adoption more feasible for a wider range of organizations.

  • What are the potential benefits of having AI models that can run on devices without an internet connection?

    -The ability to run AI models on devices without an internet connection can lead to more reliable and faster performance, as there is no dependency on cloud connectivity. It can also enhance privacy and security by keeping data local.

  • Why is it important for AI models to be fine-tuned for specific scenarios?

    -Fine-tuning AI models for specific scenarios allows them to perform better and more reliably by using high-quality, handpicked data sources. This customization can lead to improved accuracy and effectiveness in tackling particular tasks or problems.

  • What is the significance of the AI Safety and Security Board being formed by the US government?

    -The AI Safety and Security Board will advise the Department of Homeland Security on the safe deployment of AI within critical national infrastructure. This includes making recommendations on protecting systems against AI threats and ensuring the security and reliability of infrastructure.

Outlines

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πŸš€ Transformative AI Leadership and Organizational Support

The first paragraph emphasizes the importance of leadership and organizational support for the successful integration of AI. It discusses the need for a visionary leader with a clear plan to transform the company over the next five years, highlighting a three-to-five-year window of opportunity for industries to adapt to AI. The discussion is set within the context of the 'Artificial Intelligence Show' podcast, hosted by Paul Roet and Mike Kaput, who delve into AI news, its implications for businesses, and the importance of AI literacy.

05:02

🌟 AI Emergence in Business: Case Studies and Strategies

The second paragraph explores the concept of AI Emergence, where established companies reinvent their businesses with AI. It details case studies from MNA and Asana, showcasing how these companies have integrated AI across various business functions, empowering employees to innovate and build AI tools for their roles. The paragraph underscores the commitment to AI, the importance of identifying high-value AI use cases, and the role of leadership in fostering a culture of AI adoption and continuous improvement.

10:02

πŸ“ˆ MADNA's AI Integration and the Impact of Generative AI

The third paragraph focuses on MADNA's aggressive adoption of generative AI, aiming for 100% proficiency within six months. It outlines the company's strategic approach, including change management initiatives, training programs, and the engagement of the CEO and executive committees. The case study illustrates MADNA's belief in the transformative power of AI, with the potential to perform tasks that would otherwise require a significantly larger workforce.

15:03

πŸ€– AI Transformation vs. Tool Use: Emphasizing the Learning Curve

The fourth paragraph discusses the necessity of viewing AI as a transformative tool rather than just another tool to be used. It stresses the importance of investing time in learning and experimenting with AI tools to achieve desired outcomes. The paragraph also mentions the different approaches taken by MADNA and Asana, highlighting the importance of top-down support and a company-wide commitment to AI integration.

20:04

πŸ“± Small Language Models (SLMs): Microsoft's AI Innovation

The fifth paragraph introduces Microsoft's new family of Small Language Models (SLMs), which offer similar capabilities to larger models but with reduced size and data training requirements. It discusses the potential of SLMs to make AI more accessible and cost-effective for organizations, allowing them to run locally on devices like smartphones. The paragraph also touches on the future of AI adoption, suggesting a shift towards a portfolio of models tailored to specific needs.

25:05

πŸ›οΈ AI Safety and Security Board: US Government Initiative

The sixth paragraph covers the formation of an AI Safety and Security Board by the US government, which includes CEOs from major tech companies. The board's purpose is to advise on the safe deployment of AI within critical national infrastructure. The paragraph also notes the absence of certain tech leaders and discusses the importance of having a diverse group of experts to address the complexities of integrating AI into infrastructure.

30:07

πŸ› οΈ AI Infrastructure Challenges: TSMC's Arizona Plant

The seventh paragraph delves into the challenges faced by TSMC, a leading AI chip manufacturer, in building and staffing a chip fabrication plant in Arizona. It highlights cultural and operational obstacles, emphasizing the difficulties of replicating TSMC's success in other regions.

Mindmap

Keywords

πŸ’‘AI Emergent Companies

AI Emergent Companies refers to established organizations that are quickly adopting and scaling AI across all areas of their business. These companies are characterized by visionary leadership that recognizes the rapid advancements in AI capabilities and invests necessary resources to build a smarter business. In the script, companies like madna and Asana are highlighted as examples of AI Emergent Companies, transforming their operations and empowering employees to innovate with AI.

πŸ’‘Generative AI

Generative AI refers to a category of AI technologies that can create new content, such as text, images, or even code, that is not simply a modification of existing content. The script discusses how companies like madna have achieved significant milestones with generative AI, with 750 custom GPTs created within two months of adoption.

πŸ’‘AI Adoption

AI Adoption describes the process by which organizations integrate AI technologies into their operations. The script emphasizes the importance of full organizational commitment to AI, with leadership support and a clear vision for transformation, as seen in companies that are successfully adopting AI.

πŸ’‘AI Literacy

AI Literacy is the knowledge and understanding of AI technologies, their capabilities, and their applications. The script highlights the need for building AI literacy within organizations as a key step in AI adoption, with examples of internal AI communities and workshops that encourage employees to engage with AI technologies.

πŸ’‘Small Language Models (SLMs)

Small Language Models (SLMs) are AI models that, despite being smaller in size and trained on less data compared to large language models (LLMs), offer many of the same capabilities. The script discusses how SLMs can make AI more accessible for organizations with limited resources and can be fine-tuned more easily, potentially running on devices like smartphones.

πŸ’‘AI Safety and Security Board

The AI Safety and Security Board is a new advisory group that includes tech and business leaders, formed to guide the US Department of Homeland Security on the safe deployment of AI within critical national infrastructure. The script mentions the formation of this board and discusses the notable absence of certain tech figures, emphasizing the importance of diverse expertise in AI safety.

πŸ’‘AI Native Companies

AI Native Companies are startups that are building their products and services with AI at the core from the outset. The script contrasts AI Native Companies with AI Emergent Companies, noting that the latter are established organizations that are integrating AI into their existing business models.

πŸ’‘AI Transformation

AI Transformation refers to the strategic redesign of business processes and functions to leverage AI capabilities, aiming to achieve significant improvements in efficiency, innovation, and competitiveness. The script uses the term to describe the comprehensive approach taken by companies like madna and Asana to integrate AI across their operations.

πŸ’‘AI Policies and Principles

AI Policies and Principles are the guidelines and ethical standards that organizations establish to govern the use of AI technologies. The script discusses the importance of having generative AI policies and responsible AI principles as part of a company's approach to AI adoption.

πŸ’‘AI and Infrastructure

AI and Infrastructure relates to the physical and digital frameworks that support the deployment and operation of AI technologies. The script touches on the challenges of building AI infrastructure, such as chip fabrication plants, and the cultural and technical hurdles that must be overcome.

πŸ’‘AI in Wearables

AI in Wearables refers to the integration of AI capabilities into wearable devices, such as smart glasses or watches, to provide users with real-time information and assistance. The script mentions Meta's Ray-Ban smart glasses, which now include AI-powered features like real-time information access and voice commands.

Highlights

The importance of having support from leadership for AI initiatives and a visionary leader to transform the organization over the next five years.

The concept of 'AI emergent' companies, which are established organizations that quickly adopt and scale AI across all areas of the business.

MDNA's partnership with Open AI to deploy Chat GPT Enterprise, resulting in 750 custom GPTs created within two months of adoption.

Asana's integration of AI into every aspect of their operations, empowering employees to find their own use cases and build tools for specific roles and needs.

The necessity for organizations to view AI adoption as a transformation, not just tool use, and to invest time and resources into training and infrastructure.

Microsoft's announcement of the F3, a family of small language models (SLMs) that offer capabilities similar to large models but with reduced compute requirements.

The potential for small language models to increase AI accessibility and adoption for organizations with limited resources.

The formation of an AI Safety and Security Board by the US government, which will advise on the safe deployment of AI within critical national infrastructure.

The absence of notable figures like Elon Musk and Mark Zuckerberg from the AI Safety and Security Board, indicating a focus on infrastructure and less on AI expertise.

Sam Altman's comments on the iterative deployment of AI models, emphasizing that current models like GPT-4 are the least capable AI we will ever use.

Challenges faced by TSMC in building and staffing a chip fabrication plant in Arizona, highlighting cultural and technical obstacles in AI infrastructure development.

Meta's expansion of its Ray-Ban smart glasses collection with new styles and more powerful AI, allowing for real-time information access and multimodal AI updates.

The emergence of a new AI startup, Augment, backed by former Google CEO Eric Schmidt, aiming to challenge GitHub Copilot with an advanced AI coding assistant.

Elon Musk's AI company, Neuralink, reportedly close to raising $6 billion for the development of its AI assistant, Grok, with a focus on training powerful models.

Apple's discussions with OpenAI about using its AI to power new iPhone features, indicating potential integration of advanced AI capabilities into iOS 18.

HubSpot's unveiling of new AI features across its hub products, including video generation from text, AI-powered reply systems, and predictive AI for sales forecasting.

Transcripts

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you can be building your ad counselors

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you can be trying to lead within your

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department but the companies that

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probably win here it's going to come

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from the cite you're going to have

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support from on high and you're going to

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have a a leader who has a vision to

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transform the organization over the next

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five years because I think that's

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probably the the window of opportunity

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for most Industries is you got three to

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five years to figure this out

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basically welcome to the artificial

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intelligence show the podcast that helps

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your business grow smarter by making AI

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approachable and actionable my name is

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Paul rer I'm the founder and CEO of

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marketing AI Institute and I'm your host

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each week I'm joined by my co-host and

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marketing AI Institute Chief content

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officer Mike kaput as we break down all

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the AI news that matters and give you

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insights and perspectives that you can

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use to advance your company and your

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career join us as we accelerate AI

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Literacy for all

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[Music]

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welcome to episode 95 of the artificial

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intelligence show I'm your host Paul rer

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along with my co-host Mike put we are

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coming to you early this week it is 7:20

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a.m. eastern time on Monday April 29th

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in our world so uh yeah always the

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disclaimer of anything crazy happens on

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Monday that doesn't make the show that

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is why um so you know it it's

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interesting week like it didn't seem

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like a crazy news week not a lot of

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breaking stuff no make you know major

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new tech emerging that we saw know major

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funding announcements and yet there's

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some really fascinating topics to cover

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that I think continue to sort of set the

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stage about where we are and where we're

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going both in terms of like regulations

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some evolving models and um you know the

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first big thing we'll talk about today

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Mike is the you know a couple of

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examples of these AI emergent companies

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and I think this is the kind of stuff

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like I've been anxious to be able to get

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to on the podcast like the real

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applications of comp companies that are

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actually doing this the right way like

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full-blown adoption across the

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Enterprise so uh again like no major

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breaking news yet something happens

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while we're talking here but uh I think

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some really valuable stuff for people

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today um that can help you along your

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your path so today's episode is brought

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to us again by rosa. rosa. is the

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ultimate game changer for AI powered

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platform tailor your news newsletter

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and automates tedious newsletter

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rosa. for years now uh and think their

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at rosa.

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maaii um and again I I've mentioned this

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on one of the previous read throughs on

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rosa. but like Mike and I use it as an

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internal newsletter so um we don't run

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our Institute newsletter through it but

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we actually find it helpful just for

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internal research purposes because it'll

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send us you know links to look at and

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things like that so it's one of the

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sources that we use to actually Cate The

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Weekly News so um just another potential

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use case you can think about for smart

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newsletters like that um and then the

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second is uh we've been mentioning this

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our 2024 state of marketing AI survey is

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in the field now you can be a part of

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that research this is the what did we

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said Mike fourth year this is actually

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year four I think I misspoke on the last

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episode yeah okay so year four of This

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research so we've got fascinating

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research going back uh four years now

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where we take a deep dive into what is

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actually going on in uh artificial

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intelligence within the marketing

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industry look at use cases uh you know

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how people are thinking about it

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obstacles for adoption within Enterprise

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we're asking questions this year around

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um do you have generative AI policies do

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you have responsible AI principles like

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really trying to get deeply into the the

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understanding of where the market is

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right now with AI adoption so we'd be

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appreciative if you have a few minutes

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and can be a part of that survey it is

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State ofmarketing

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a.com uh you can go there you can

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download the 20123 report and click the

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link at the top that says 2024 survey

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and be a part of that research we will

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be releasing that in summer of 2024 so

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coming up in a few months so again state

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ofmarketing ai.com to be a part of that

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research all right Mike it's all you all

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right Paul so you alluded to our first

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big topic today which is we're seeing a

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couple new case studies come out that

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detail companies becoming what we would

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call AI emergent or these are existing

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firms that are Reinventing their

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businesses with AI the first case study

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details a partnership between Mna and

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open AI to deploy chat GPT Enterprise to

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thousands of employees across that

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company according to open AI quote now

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every function is empowered with AI

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creating novel use cases and gpts that

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accelerate and expand the impact of

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every team at the company they also say

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that within 2 months of chat GPT

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Enterprise adoption madna had

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750 custom gpts they had created across

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the company 40% of weekly active users

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were creating gpts and each user had on

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average 120 chat GPT conversations per

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week now within madna this is happening

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across literally hundreds of possible

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use cases across the business they've

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got a GPT to review clinical data using

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some of the data analysis capabilities

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that chat GPT has they have gpts that

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their legal team uses to summarize

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contracts and they have gpts that help

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employees get quick answers about

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internal policies at the company now as

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we heard this we also got an article

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that contained a detailed breakdown from

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assana co-founder and CEO Dustin Dustin

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moscovitz how the about how the company

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evolved to integrate AI into every

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aspect of their operations that included

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building Bots for feedback for reviews

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for sales and customer experience and

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for Content creation so it sounds like

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Asana also took this kind of similar

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approach to madna despite them being

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very different types of companies in the

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sense that they empowered employees to

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go find their own use cases and build

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their own tools for their specific roles

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and needs moscovitz even details how

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everyone from sdrs to product marketers

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to HR professionals were able to

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actually identify high value AI use

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cases in the company and build AI tools

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themselves to support their work and he

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noted multiple times they often didn't

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really have significant technical

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backgrounds so Paul this caught our

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attention for a few reasons but first up

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can you kind of maybe talk a little bit

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more about what we mean when we say AI

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emerging companies and why it's so

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important to be looking at these types

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of case studies yeah I was so excited to

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see this case study I mean I get like

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there it's a case study from open AI

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it's going to be obviously very

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favorable certainly you know adoption in

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Enterprises isn't this seamless but you

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know the whole point here is just to see

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the depth of commitment that was made to

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to to integrate Ai and I think it's a

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great representation of what

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organizations should be thinking about

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and pursuing so going back to the AI

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emerging concept so I wrote a blog post

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we'll link to it in the notes and I had

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to go back and look when I wrote this it

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was May 16th

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20122 so set the stage to may may 2022

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mid Journey was a couple months old we

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had Dolly had been previewed I don't

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think it was readily available yet um

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Mike and I were finishing the manuscript

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for our book so our book came out in

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summer of 22 the artificial marketing

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artificial intelligence book um and we

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were uh what about seven months prior to

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chat gbt being introduced so that's kind

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of the stage we were at but we were

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already seeing at that point the

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inflection point was arriving in our

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opinion as to like we really were going

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to have this future whereas I wrote you

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were going to be AI or obsolete um and

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so I'll just like pull a few excerpts

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from that post post because I think it's

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very relevant and what we're now seeing

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is kind of these companies we envisioned

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are now coming to life so in that post I

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wrote with each day that passes and each

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advancement in artificial intelligence

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language and vision technology is

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becoming more apparent that there will

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be three types of businesses in every

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industry AI native AI emergent and

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obsolete um I keep running through

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examples in my mind I said retailers

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e-commerce shops marketing agencies

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media companies law firms medical

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practices keep going and I can't can't

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come up with an industry or business

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model where this won't be true I went on

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to write take any of these or your own

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business and simply look for

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inefficiencies and repetitive processes

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opportunities to drive Revenue through

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greater predictive models such as uh

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customer acquisition retention and

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growth and ways to unlock ideation and

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Innovation through previously

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unattainable creative possibilities you

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could later add degenerative

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capabilities to that as those became

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readily available to people and then in

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that post we went on to describe AI

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emergent company as established

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organizations that move quickly to adopt

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and scale AI across all areas of the

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organization they have Visionary leaders

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who see the rapid advancements in AI

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capabilities and invest the resources

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needed to build a smarter business these

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emergent companies have expanding Ai and

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machine learning Talent pools um and at

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the time I referenced Adobe for example

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had 300 AI ml employees at that time

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according to LinkedIn they innovate

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faster than the competition potentially

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through Venture Studios or R&D Labs on

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building aite Tech and they excel at

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personalization across Marketing sales

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and service they have the data customer

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bases and infrastructures to withstand

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the AI native companies so the startups

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that are building AI first if they move

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fast enough to transform plus they have

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the money to acquire the AI native

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companies before they grow to dominate

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so that just sort of sets the stage of

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like going back to 2022 how we were

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looking at uh sort of the future of

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business then you fast forward to today

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with this madna example and the thing I

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love about I mean I don't know who I

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don't know if gp4 wrote the the case

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study but it's a really well done case

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study Mike and I used to write case

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studies and things like this for clients

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back in our you know agency days this is

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really well done because what I loved is

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they LED with the why so it said madna

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is using its platform for developing

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mRNA medicines to bring up to 15 new

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products to Market in the next 5 years

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in order to achieve its Ambitions madna

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has ad oped a people Centric technology

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forward approach constantly testing new

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technology and Innovation uh that can

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increase human capacity in clinical

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trials so they they basically kind of

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lay out the fact that they're having

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this um unparalleled growth opportunity

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and at one point they actually literally

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say that this would take uh thousands of

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people to do if they weren't using AI so

play11:25

the the CEO as quot says we believe very

play11:27

profoundly at madna the Chad GPT and

play11:29

what open ey is doing is going to change

play11:31

the world we're looking at every

play11:32

business process and this part I love

play11:34

from legal to research to manufacturing

play11:36

to Commercial and thinking about how to

play11:38

redesign them all so this is like again

play11:40

go back to thei merging definition it's

play11:42

a it's a Visionary leader like you need

play11:44

someone who's looking at his head saying

play11:46

this isn't just like a marketing thing

play11:48

this isn't every function of the

play11:50

organization thing and we're going to

play11:52

like aggressively push this then it went

play11:55

on to say that their um their objective

play11:57

was to achieve 100% of adoption and

play12:00

proficiency of generative AI by all its

play12:02

people with access to digital Solutions

play12:04

within 6 months quote we believe in

play12:07

collective intelligence when it comes to

play12:09

Paradigm changes it's everyone together

play12:11

everyone with a voice and no one left

play12:13

behind then they said they had

play12:15

individual change man management

play12:17

initiatives including in-depth research

play12:19

and listening programs as well as

play12:21

trainings hosted iners online and with

play12:24

dedicated AI learning companions um they

play12:27

had prompt writing competitions to find

play12:29

the top 100 AI power users they had

play12:33

local uh office hours with every

play12:35

business line in geography with over

play12:38

2,000 actly week participants um

play12:41

structured change management initiatives

play12:42

including engaging madna CEO and

play12:44

executive committees and then there was

play12:46

a quote in here from their Chief

play12:48

Information officer Brad Miller um said

play12:50

90% of companies want to do gen but only

play12:54

10% of them are successful and the

play12:56

reason they fail is because they haven't

play12:58

built the mechanisms of actually

play12:59

transforming the workforce to adopt new

play13:02

technology and new capabilities this is

play13:05

exactly what we've been saying Mike like

play13:07

that like people complain that it

play13:09

doesn't have the impact it should have

play13:11

and the models aren't smart enough or

play13:12

they make mistakes and the thing we

play13:14

always say is you're not thinking about

play13:17

this the right way you're not properly

play13:18

training everyone like you can't just

play13:21

buy the tool give it to everyone and a

play13:23

think it's just going to happen so they

play13:25

went on to say you cited a couple of

play13:27

those metrics but um they said within

play13:29

two months they had 750 gpts 40% of

play13:34

weekly active users had created a GPT

play13:37

and each user had 120 chat gbt

play13:40

Enterprise conversations per week on

play13:42

average um and then there was a section

play13:45

the the final section I want to call out

play13:47

is this idea that said a team of a few

play13:49

thousand can perform like a team of a

play13:51

100,000 and this is where the quote came

play13:54

from said if we um with an ambitious

play13:56

plan to launch multiple products in the

play13:58

next few years madna AI as a key

play14:00

component to their success quote if we

play14:03

had to do it the old biopharmaceutical

play14:05

ways we might need a 100,000 people

play14:08

today we really believe we can maximize

play14:11

our impact on patients with a few

play14:12

thousand people using technology and AI

play14:15

to scale the company so I did you I

play14:18

don't know if anything else caught your

play14:19

attention mik but this is like again the

play14:20

thing I keep saying and keep thinking

play14:23

when we talk to these big Enterprises is

play14:24

like you you this goes everywhere it's

play14:27

every function of the business and you

play14:29

have to be educating people first and

play14:31

foremost and then you have to give them

play14:33

like the resources to actually explore

play14:35

what's possible with this technology

play14:37

then encourage all the sharing so I just

play14:38

I love everything about what they

play14:40

feature in this case study yeah like you

play14:43

like you mentioned obviously it's never

play14:46

as seamless as it appears just operating

play14:49

on a single case study but I think

play14:50

people would be wise to look at just

play14:53

look at the numbers again look at how

play14:55

many conversations your average employee

play14:57

is having if you are

play14:59

coming away dissatisfied from these

play15:01

tools because you had three or four

play15:03

conversations and it didn't cut it

play15:05

they're having 120 per week it's going

play15:07

to take hundreds of conversations to

play15:09

even begin to get towards what you want

play15:12

is that kind of what you took away from

play15:14

this in terms of not only the education

play15:16

piece but people do need to actually

play15:18

invest a large amount of time and trial

play15:21

and error to get these tools to work

play15:23

well yeah it's viewing it as

play15:24

transformation not just tool use you I

play15:27

think that's the companies that go and

play15:29

saying we believe this is going to

play15:30

transform our our Workforce our

play15:33

strategies our our um you know our

play15:36

technology stack and we're going to

play15:38

approach it as such we're going to put

play15:39

the right resources we're going to build

play15:41

the right infrastructure put the right

play15:42

governance in place like not just go get

play15:45

five tools to be testing and and hope

play15:47

people figure out how to get some value

play15:48

out of the $30 a month license that

play15:50

they're using so yeah I think it's just

play15:53

the organizations that take that

play15:54

approach and then you mentioned assana

play15:56

it is a different approach because

play15:57

they're coming at it most likely from a

play15:59

product first standpoint a is a project

play16:01

management system platform if you're not

play16:03

familiar um we're big fans we've been

play16:05

using it since I don't know we started

play16:07

using her for uh the agency so probably

play16:09

a decade or so been using Asana um we

play16:12

use it to run the Institute from a

play16:14

project management perspective um so

play16:17

Dustin mosovich who you mentioned if

play16:19

people aren't familiar he was actually

play16:21

one of the co-founders of Facebook and

play16:22

then he left and found at ass sa in 2018

play16:25

he you may see his news his name in the

play16:27

news otherwise because he's currently

play16:29

has beef with Elon Musk

play16:32

um I will I will not disclose like go

play16:35

check elon's Twitter thread from Friday

play16:37

I was messaging Mike when I was sitting

play16:39

at dinner I was like what what happened

play16:41

what did I miss I was in a talk at Ohio

play16:43

University Friday afternoon and Elon

play16:46

Musk put this really inappropriate tweet

play16:47

up about Dustin and I was like what what

play16:49

happened and Mike's like man I got no

play16:51

idea so I found out what happened um

play16:54

there's been a lot of beef emerging

play16:56

between the two but basically he he he

play16:58

said uh Tesla is the next Enron that

play17:00

that it's a the whole thing is a big

play17:02

scam and Elon is basically just like

play17:05

selling this Future Vision of full self-

play17:06

driving that's never going to happen and

play17:08

so he basically just called Elon out and

play17:11

said it was Enron so Elon was not very

play17:13

happy with that so Dustin and news for

play17:15

other reasons you may hear about um but

play17:18

back to assana so the way they're

play17:20

approaching it similar thing you have a

play17:22

CEO with a vision for how this is going

play17:25

to transform the company so they're

play17:27

looking at it from a product perspect

play17:28

perspective but the thing I liked about

play17:31

this example is it was a letter from

play17:33

Dustin so it was very clear that this is

play17:35

coming from the top um and they're a

play17:38

company that has been investing in AI

play17:39

for a long time like we've talked about

play17:41

this before AI isn't new like Chad GPT

play17:44

wasn't the beginning of AI there were

play17:46

companies like Assa like Salesforce like

play17:49

Adobe that had hundreds of AI and ml

play17:52

Engineers way before chbt emerged but

play17:55

they were working on machine learning

play17:56

they were working on predictive models

play17:58

they were making sure predictions about

play17:59

outcomes and behaviors that could be

play18:01

applied to like forecasting models and

play18:02

recommendation engines and um

play18:05

optimization of pricing and like things

play18:06

like that and products well what they're

play18:09

doing now is he's saying like Okay we

play18:11

were already in AI but now we're really

play18:14

in and like we're really seeing the

play18:15

potential of gener AI not just within

play18:17

our product but within our own company

play18:19

and so there was one point he said

play18:21

internally reactions to AI range from

play18:22

exhilaration to skepticism we knew we

play18:24

needed to build literacy and hands-on

play18:26

experience to unite every around this

play18:29

transformation again transformation not

play18:31

just tools so we launched an internal AI

play18:34

community and immersive workshops

play18:36

encouraging all employees to Tinker with

play18:38

the technology we stood up stack slack

play18:40

channels we started evangelizing the

play18:42

power of AI through new internal use

play18:44

cases and stories of our personal

play18:46

breakthroughs that company all hands and

play18:47

in team meetings and then it just goes

play18:49

on to say kind of how they got everyone

play18:51

involved and they began to glimpse of

play18:53

future where AI moves Beyond isolated

play18:55

chats to embedded contextual

play18:56

collaboration kind of their own use

play18:58

within this

play18:59

so definitely another one to just keep

play19:01

an eye on they do say they have a work

play19:03

Innovation Summit on June 5th that we'll

play19:05

track um where they said quote we be

play19:07

showcasing in the future of human AI

play19:09

teamwork and then he ends with together

play19:12

let's build a future where every team

play19:14

has the power of AI at their fingertips

play19:16

where human creativity and machine

play19:18

intelligence combined to solve The

play19:20

World's Greatest challenges and where

play19:22

work is not just more efficient but more

play19:23

fulfilling more impactful and more

play19:25

profoundly human that is like something

play19:28

I would have like that is exactly what

play19:30

we've been saying all these years more

play19:32

intelligent more human is the tagline

play19:33

we've been using um so I I love the

play19:36

vision I love what they're trying to do

play19:39

um we're not using any of the AI

play19:40

features with venisa to my knowledge

play19:42

today so you know I think we need to

play19:44

probably dive back in and see if there's

play19:45

anything going on um yeah but certainly

play19:49

you know two good examples today of just

play19:51

this whole vision of you got to have

play19:54

it's got to come from the top like you

play19:55

can be building your ad counselors you

play19:57

can be trying to lead within your

play19:58

department

play19:59

but the companies that probably win here

play20:02

it's going to come from the seite you're

play20:04

going to have support from on high and

play20:06

you're going to have a a leader who has

play20:08

a vision to transform the organization

play20:10

over the next five years because I think

play20:12

that's probably the the window of

play20:14

opportunity for most Industries is you

play20:16

got three to five years to figure this

play20:18

out

play20:20

basically so in our next big topic today

play20:23

Microsoft has announced the F3

play20:27

ph-3 family of open models and these are

play20:30

noteworthy because they're actually

play20:33

small language models or slms according

play20:36

to Microsoft slm's quote offer many of

play20:39

the same capabilities found in large

play20:42

language models but are smaller in size

play20:44

and are trained on smaller amounts of

play20:46

data now because these models are much

play20:49

smaller than llms they consume far less

play20:53

compute and they can run locally or have

play20:55

the potential to on devices like an

play20:58

iPhone so one of the main models in the

play21:01

family

play21:02

5-3 mini has 3.8 billion parameters it

play21:07

was trained on 3.3 trillion tokens and

play21:10

Microsoft says it performs better than

play21:13

models twice in size there are some

play21:16

other 53 models coming soon uh with more

play21:18

parameters 7 billion and 14 billion have

play21:21

been mentioned by Microsoft and while

play21:24

large language models are basically

play21:27

unmatched right now for complex tasks

play21:30

and the most advanced use cases the

play21:32

reason this is kind of a big deal is

play21:34

that these small language models can

play21:36

perform really well on a lot of simpler

play21:38

things that can make AI more accessible

play21:41

and easier to use for organizations with

play21:44

limited resources small language models

play21:47

can also be more easily

play21:49

fine-tuned uh senali yav who Microsoft's

play21:52

principal product manager for generative

play21:54

AI said the following about this trend

play21:58

quote what we're going to start to see

play22:00

is not a shift from large to small but a

play22:03

shift from a singular category of models

play22:05

to a portfolio of models where customers

play22:08

get the ability to make a decision on

play22:10

what is the best model for their

play22:12

scenario so Paul I found this trend

play22:15

really interesting in terms of what it

play22:17

could mean for AI adoption like how do

play22:19

you see small language models

play22:21

potentially increasing or streamlining

play22:24

how organizations actually adopt

play22:27

AI for just some macr level context here

play22:30

again the reason why these models are

play22:32

important is because it costs a lot of

play22:34

money to run the big models so you know

play22:37

we're building GPT 4 GPT 5 or Gemini 1.5

play22:41

or you know Claude 3 Opus like the

play22:44

biggest Frontier models to use those

play22:47

models so training them costs hundreds

play22:49

of millions or billions of dollars

play22:51

that's one thing but then the inference

play22:53

cost so when you and I go to use the

play22:55

tool um for whatever it is to write our

play22:58

email or to generate our images or

play23:00

eventually to generate our you know

play23:01

10-second videos that's the inference

play23:04

cost so if you're using these massive

play23:06

models every time you need to do a

play23:08

discrete task it can get insanely

play23:11

expensive so for Microsoft who's

play23:13

licensing open ai's technology to do say

play23:17

365 co-pilot it's built on open ai's gbt

play23:20

4 4.5 whatever it is technology it costs

play23:24

them a bunch of money to pay open AI to

play23:27

to use it every time you or I go in and

play23:29

use co-pilot so there's a lot of

play23:32

motivation to build these smaller models

play23:34

that don't cost as much money and what

play23:37

the research seems to be showing

play23:39

recently is as you alluded to you can

play23:42

train these things a little easier

play23:44

there's been a number of research

play23:45

reports just in the last few weeks that

play23:47

shows that the quality of data matters a

play23:50

lot and that if you can take a smaller

play23:52

model that costs less to train and costs

play23:54

less to run and you can give it more

play23:58

kind of handpicked data sources that

play24:00

these things can perform like a much

play24:03

larger model in terms of their quality

play24:05

and re and reliability if the data is

play24:08

really good that goes into them um Apple

play24:11

actually has released a number of

play24:13

research papers showing this is the

play24:14

direction they're going where you build

play24:16

these smaller models that don't cost as

play24:18

much to run don't cost as much to train

play24:21

and they can run on device so you don't

play24:23

have to go to the cloud every time you

play24:25

want to do something so again every time

play24:27

you or I go to chat gbt or perplexity or

play24:30

whatever we're going and pulling from

play24:32

compute in the cloud somewhere which

play24:34

costs money what they're saying is in

play24:37

the future you're you could be on your

play24:39

device on do not disturb or or airplane

play24:41

mode and you could be running a model

play24:43

doing something on your phone that's

play24:45

what this means and so that's why you're

play24:47

going to hear a lot more about this as

play24:48

we lead into the June developer

play24:50

conference for Apple um this on device

play24:53

models that can do things for you on

play24:55

your phone without an internet

play24:57

connection is going to be a really big

play24:59

unlock and I think it will lead to a lot

play25:01

more adoption and it's probably going to

play25:03

be much more like the adoption we had in

play25:05

the 201 to 2020 range where we were all

play25:09

using AI in Netflix and Spotify and

play25:13

YouTube and Facebook like AI was part of

play25:15

our lives and we didn't realize it

play25:17

that's what this will enable is like

play25:19

that these models can just be underlying

play25:21

functions on your phone and you don't

play25:22

even know you're using AI it's not like

play25:23

you're going to a AI app to use AI it's

play25:26

just going to be embedded within

play25:27

everything

play25:30

so in our third big topic today we got

play25:32

news that Sam Alman Microsoft CEO Sachi

play25:36

Adella and alphabet CEO synar pachai are

play25:39

joining something called an AI Safety

play25:42

and Security Board that's being run by

play25:44

the US government now this board is

play25:47

going to advise the Department of

play25:49

Homeland Security on how it can safely

play25:51

deploy AI within critical National

play25:54

infrastructure so it's going to do

play25:56

things like make recommendations on how

play25:58

operators of core infrastructure like

play26:01

power grids for instance can protect

play26:03

their systems against AI threats those

play26:06

kinds of topics and advisory

play26:09

recommendations now almost two dozen

play26:12

political Tech and Business Leaders are

play26:14

on this board so some of the other

play26:16

notable names uh include nvidia's Jensen

play26:19

hang anthropic CEO Dario amade the CEO

play26:23

of Northrup Grumman the mayor of Seattle

play26:26

who's also the chair of the us

play26:28

Conference of Mayors Tech and Innovation

play26:30

committee the governor of Maryland and

play26:33

noted AI researcher fay F Lee now Paul

play26:38

when we talked about this before the

play26:40

episode you mentioned that some there

play26:43

were some notable omissions from this

play26:46

group that stood out to you who who was

play26:49

that yeah so I mean the obvious thing is

play26:51

meta is not on there so no Zuckerberg no

play26:53

Yan laon uh I you could say Elon Musk um

play26:57

who's certainly in investing a lot to

play26:58

build AI so there was some obvious ones

play27:00

there and then the biggest one that

play27:02

initially jumped out to me is what were

play27:03

the open source people like so a lot of

play27:06

the the people on here from the AI

play27:08

perspective are are you know not the big

play27:11

ones pushing for open- Source

play27:13

acceleration um so that seemed to be U

play27:16

one thing there was I did see a tweet

play27:19

from Gavin Baker who you know I follow

play27:21

pretty closely uh he's a managing

play27:23

partner and CIO at an investment firm um

play27:26

but heavily involved in AI and he

play27:28

tweeted can't decide whether it is funny

play27:30

ridiculous or sad that the CEOs of

play27:33

ocidental petroleum and Delta Airlines

play27:35

are on the new AI safety board less than

play27:38

half of the 22 members have any real AI

play27:41

knowledge um also odd that it's not even

play27:45

vaguely bipartisan has zero open- Source

play27:47

AI CEOs and excludes Elon um so that was

play27:51

my initial like that was actually one of

play27:53

the first times I saw this list and then

play27:55

when I went back in and read about it it

play27:57

actually made a lot more sense like what

play27:59

his critique I think didn't necessarily

play28:01

hold up at least from the business

play28:02

perspective because this is all about

play28:04

critical infrastructure such as the

play28:05

power grid and transportation so it

play28:08

makes perfect sense that someone from a

play28:10

petroleum company someone from an

play28:11

airline company like you would want

play28:13

diversity they don't have to be AI

play28:15

experts to be able to explain how

play28:17

transportation in the in the United

play28:19

States works or how the the energy grid

play28:21

Works things like that so it's actually

play28:24

smart to have a diverse group of people

play28:27

that caning bring that kind of knowledge

play28:28

to the table that doesn't mean that

play28:30

there shouldn't be open source people on

play28:32

there someone like a you know a

play28:33

Zuckerberg shouldn't be on there but I

play28:35

think they're basically probably looking

play28:37

at which companies are we working with

play28:38

on the infrastructure of the the US

play28:40

economy and the government and then what

play28:43

businesses are represented that need to

play28:45

be there so yeah I mean My overall take

play28:48

was um I I think it's good that these

play28:50

conversations are happening the

play28:52

infrastructure is something we don't

play28:53

talk about on this show much we probably

play28:55

will more it is a major problem um there

play28:59

are lots of things that can go wrong

play29:00

with the infrastructure and in many

play29:03

cases the infrastructure is 70 years old

play29:05

or more and that's a problem and it's an

play29:07

attack Vector for people to use um so

play29:12

yeah and then the other thing we'll come

play29:14

back to this later on but there was a uh

play29:17

there's a new bill um

play29:19

sb147 in California safe and secure

play29:22

Innovation for Frontier intelligence

play29:24

models act that is uh apparently moving

play29:28

pretty quickly in California and this

play29:32

seems to be a bit of an attack on the

play29:34

open- source world as well at least it's

play29:36

being positioned by some open source

play29:38

Advocates as such um Jeremy Howard who

play29:42

is someone to follow on Twitter um is uh

play29:47

posted an article about like his

play29:49

thoughts on this so he's an AI

play29:51

researcher and entrepreneur CEO of

play29:54

answer. um and so he goes on as to kind

play29:57

of like do a Tak down of why open source

play29:59

is so important so I think again we'll

play30:01

kind of come back to this maybe next

play30:03

week I think it's worth talking a little

play30:04

bit more about this battle between open

play30:06

source and closed source as we start

play30:08

moving into regulations um but it's

play30:10

going to be a really important uh topic

play30:13

as as we move forward especially as we

play30:15

start getting into the elections and as

play30:16

the government starts looking at ways to

play30:19

um you know protect infrastructure and

play30:21

things like that so yeah really critical

play30:23

topics uh keep an eye on SP 1047 in

play30:27

California it seems like it's moving

play30:28

real

play30:29

fast all right so let's dive into some

play30:32

rapid fire topics this week the first up

play30:35

is a pretty interesting public comment

play30:38

from Sam Alman he recently made a public

play30:42

appearance at Stanford's entrepreneurial

play30:44

thought leaders seminar called ETL uh

play30:47

and he had some harsh words to say about

play30:50

chat gbt at one point in the discussion

play30:53

he said quote chat PT is mildly

play30:56

embarrassing at best gp4 is the dumbest

play30:59

model any of you will ever have to use

play31:02

again by a lot but it's important to

play31:04

ship early and often and we believe in

play31:06

iterative deployment now Paul this isn't

play31:10

some groundbreaking secret knowledge

play31:12

interview that he's dropping here but it

play31:14

it was something I wanted to highlight

play31:16

because I think many people who are

play31:18

relatively new to AI don't always grasp

play31:22

just how much leaders like Alman believe

play31:26

existing AI technology is going to

play31:28

improve and soon and you also mention

play31:30

this point in your talks all the time

play31:32

saying this is the least capable AI

play31:35

you'll ever use could you kind of unpack

play31:38

this idea a little more for us yeah you

play31:41

know I think it's it is just a good

play31:43

reinforcement that you know people look

play31:46

at gp4 today and maybe they are

play31:48

disillusioned maybe there are some

play31:49

organizations or some leaders out there

play31:51

who just don't see the real potential

play31:53

for transformation they're not doing

play31:54

what madna or assana are doing and

play31:56

they're not you know really driving

play31:58

because they just don't see the value so

play32:00

one I think it's a really good reminder

play32:01

that it's only going to get better from

play32:03

here and it's probably going to get

play32:05

significantly better from here and the

play32:08

other thing that I thought he gave some

play32:09

good perspective on is he said this in

play32:11

many many interviews that it's better

play32:12

that they don't just go build so they

play32:14

again their mission is artificial

play32:15

general intelligence AI that is at or

play32:18

above human level at all cognitive tasks

play32:21

generally speaking um and so his feeling

play32:24

is like we don't we don't want to just

play32:26

go away and build AGI and then just drop

play32:28

it on the world in you know 2 years 5

play32:30

years whatever and then all of a sudden

play32:32

it's like oh oh my God like where did

play32:34

this come from like they if we had never

play32:35

seen chap chbt if we'd never experienced

play32:39

these tools as they were evolving so

play32:41

open AI does iterative deployment so

play32:43

they're a big believer in let's ship

play32:46

this stuff early ship it often and give

play32:48

people a chance to react to it now if we

play32:50

rewind back to I think it was gpt2 when

play32:54

it first came out they put out a paper

play32:56

said hey we're not releasing this into

play32:58

the world because it it might be too

play32:59

dangerous so they were worried about

play33:01

gbt2 being misused um now people are

play33:04

worried about gbt and oh my gosh what's

play33:07

going to happen to society and so Sam's

play33:09

whole point is like listen there's this

play33:11

initial shock when when new things come

play33:14

out like Chad GPT comes out everyone

play33:15

freaks out and so then he said GPT 4

play33:18

which came out a year ago was met with

play33:19

two weeks of freaking out and people

play33:21

believed it was this crazy thing and the

play33:23

world had changed forever now people are

play33:25

like oh it's horrible where is gbt 5 so

play33:28

his whole point is like as a species we

play33:31

adapt change is weird um I've referenced

play33:34

the one that Andre karpathy said at one

play33:36

point where he was talking about like

play33:38

whmo like most people don't realize like

play33:40

self-driving is actually a thing like

play33:42

there are taxies basically in California

play33:46

that don't have drivers and you can

play33:47

order them on your phone and you can get

play33:49

in them well the first time you see that

play33:51

you're just like what is that and then

play33:53

you continue walking down the street

play33:55

like you go about your life and so I

play33:57

think like as much as AI is going to

play34:00

transform everything like it's going to

play34:01

be this process where things just start

play34:04

to be weird and you're going to look

play34:06

back two years be like oh my God I can't

play34:08

believe gbd4 was like what we were using

play34:10

that was such a terrible tool um but

play34:12

right now it feels very impactful and so

play34:16

I think that's the the path we're on

play34:18

with this technology but Sam's Point is

play34:19

listen we we'll keep figuring it out now

play34:23

I don't necessarily buy into this when

play34:24

it comes to like the jobs and the

play34:26

workforce and the economy conversation

play34:28

which is a whole another topic um but

play34:31

this is the approach of most of these

play34:33

technology leaders is like hey we adapt

play34:35

we figure things out it'll all be okay

play34:38

and like we'll have time to solve this

play34:40

so yeah that was that was the uh there

play34:43

was a a few quote worthy things from the

play34:45

interview at Stanford for sure it

play34:47

certainly sounds like he does not think

play34:49

progress on AI will be slowing down any

play34:51

time no he does not yeah and he's been

play34:53

very clear that the leap to five is

play34:55

going to be massive uh um but yeah we we

play34:59

will see hopefully well I don't know

play35:01

hopefully but we'll probably see sooner

play35:03

than later

play35:04

see all right another topic on the

play35:07

docket this week we got a new in-depth

play35:10

report from a publication called rest of

play35:12

world and it details some really

play35:15

significant challenges that are being

play35:17

seen building out AI infrastructure in

play35:20

the US the article does a deep dive into

play35:23

tsmc the Taiwan semiconductor

play35:26

manufacturing company this is one of the

play35:28

top AI chip makers on the planet that

play35:30

makes AI Hardware basically possible and

play35:33

it's currently engaged in efforts to

play35:35

build and staff a chip fabrication plant

play35:38

in Arizona so this plant has right now

play35:42

about 2200 employees it's kind of seen

play35:44

as this leading indicator of efforts to

play35:47

diversify AI chip manufacturing away

play35:50

from Taiwan just given the geopolitics

play35:54

of that region and kind of great power

play35:56

competition between the US and China but

play35:59

this appears to be a lot easier said

play36:01

than done because this report which is

play36:03

well worth a read um details tons of

play36:06

obstacles that tsmc is running into

play36:10

trying to get this plant up and running

play36:12

and primary among these aren't just you

play36:15

know technical hurdles there's serious

play36:18

cultural clashes between American and

play36:20

Taiwanese ways of working the report

play36:23

details how Americans had to go train at

play36:26

tsmc and iwan for like a year but all of

play36:29

the training were in Taiwanese and

play36:31

Mandarin Chinese so they were basically

play36:34

hacking it together with Google

play36:35

Translate to learn what they were

play36:37

supposed to learn there were also some

play36:39

significant clashes with tsmc's work

play36:42

culture which is quote notoriously

play36:44

rigorous even by Taiwanese standards and

play36:47

Taiwanese Engineers were also coming to

play36:49

the US and then very critical of their

play36:52

American counterpart work ethic and

play36:55

technical skills all of this is to say

play36:58

you know Paul we hear a lot of talk from

play37:00

AI leaders about the need to invest

play37:02

billions or even trillions into AI

play37:05

infrastructure like this in the coming

play37:07

years especially in the US but it just

play37:10

sounds like there's some serious human

play37:12

obstacles here I mean could this type of

play37:15

thing hold back AI

play37:17

Innovation yeah and it's totally

play37:19

predictable like so if this is an

play37:21

interesting topic you one it probably

play37:23

should be um just if nothing else you

play37:27

understand understand the supply chain

play37:28

that powers your smartphones your cars

play37:31

all the AI tools that we rely on today

play37:33

all the ones we rely on in the future

play37:35

they are all dependent upon tsmc and the

play37:38

supply chain of building these chips um

play37:42

also your retirement portfolio

play37:43

potentially if you invest in Nvidia um

play37:46

now I did hear an interview with Jensen

play37:47

Hong where he said that they are relying

play37:50

on tsmc in Taiwan but of the 35,000

play37:53

parts that go into each chip only eight

play37:55

of them are made by tsmc so it's not

play37:57

like whole chip is fabricated like in in

play38:00

Taiwan but it is a critical part for

play38:02

sure so this affects everyone the

play38:05

article is insane like it's a long read

play38:09

but it is like it's comical at times but

play38:14

um also sad because it's just as you

play38:17

said like I I don't know how you've

play38:20

solve this like and there are the the

play38:22

CEO of tsmc has basically said for years

play38:25

like you can't do this in America like

play38:27

this isn't going to work but I'll take

play38:29

your1 billion dollar and we'll try and

play38:31

try and build this in Arizona for you

play38:33

and we'll see how it goes and it's

play38:35

mainly a culture and and labor issue

play38:37

like they're just very different in

play38:38

Taiwan than in in America uh and that

play38:41

becomes extremely apparent when you read

play38:43

this article that it is probably more um

play38:47

misaligned than you could imagine to try

play38:50

and do what they do in Taiwan and in the

play38:52

US um so two quick recommendations Chip

play38:55

War by Chris Miller great book on the

play38:57

topic and then there's an article from

play39:00

Forbes by Rob TOS called the geopolitics

play39:03

of AI chips will Define the future of AI

play39:07

um that article is from May of 2023 and

play39:11

I believe the book came out in 2023 as

play39:13

well so again if you're if you're

play39:15

fascinated by this thread of AI um start

play39:18

with the article on Forbes from Rob TOS

play39:20

great insight into it he also had a Ted

play39:22

Talk on the topic I believe and then if

play39:24

you want to keep going read chipboard by

play39:26

Chris Miller uh

play39:28

it is a fascinating topic it's one of

play39:29

those like I try and not spend too much

play39:31

time in because it's like I have no

play39:34

control of this whatsoever and there's

play39:36

times where you read this stuff you're

play39:37

like oh this is going to go awh like

play39:39

this is not going to work out and I feel

play39:41

kind of helpless so I like it's kind of

play39:43

like cyber security like I'll dip in

play39:44

every once a while read about it like I

play39:45

got to get out of here like I got too

play39:47

many other things to worry about than

play39:49

the supply chain for AI chips but it's a

play39:52

fascinating

play39:53

topic all right next up meta has

play39:56

announced that it's expanding its

play39:58

Rayband meta smart glasses collection to

play40:00

include a bunch of new Styles but more

play40:03

importantly new more powerful AI so we

play40:07

had talked last week about meta AI the

play40:09

company's intelligent assistant and now

play40:12

in the US and Canada you'll be able to

play40:14

use that right within your smart glasses

play40:17

so you just say hey meta and you can

play40:19

then prompt the assistant with voice

play40:21

commands now meta AI also gives the

play40:24

glasses the ability to access realtime

play40:26

information information and the company

play40:29

began testing a multimodal AI update so

play40:32

you can actually ask your glasses about

play40:35

what you're seeing now that update is

play40:37

now rolling out to users in the US and

play40:41

Canada so Paul it definitely seems like

play40:45

meta's Rayband smart glasses could be

play40:47

like an actually useful way to engage

play40:50

with AI in the real world we've talked a

play40:52

couple times in uh the last couple weeks

play40:55

about AI wearables and that whole Trend

play40:58

like how do you see these stacking up

play41:00

compared with some of the other

play41:02

unfortunately Rocky releases of AI

play41:05

wearables uh definitely a better form

play41:08

factor lot more positive Buzz regarding

play41:12

these than say our our Humane AI pin or

play41:15

the rabbit which we won't get into but

play41:18

the rabbit if you recall we talked about

play41:20

I don't know 10 episodes ago 15 episodes

play41:23

ago when it was first previewed it's

play41:24

this device that supposedly does AI on

play41:27

it at the time I was kind of skeptical

play41:29

that it was one needed and two would

play41:31

work it is real bad so far so they just

play41:34

started getting into the hands of people

play41:36

and it is it's not I don't know if it's

play41:38

as bad as the a AI pin reviews but it's

play41:41

real bad um probably just because it

play41:42

only cost $99 instead of $799 so people

play41:45

are more like accepting of the fact that

play41:47

they just wasted $200 but um the rabbit

play41:50

device is not going well the rayb bands

play41:53

however seem like right form factor

play41:56

obviously meta has endless money to

play41:57

throw at this and they seem to be being

play42:00

really smart I tried to find some sales

play42:02

data on these things and the only thing

play42:03

I came up with was August

play42:06

20123 uh at that time said they' sold

play42:08

300,000 of the devices but only had

play42:10

27,000 monthly active users so adoption

play42:13

wasn't real High um but again it's it's

play42:16

not wildly expensive product so it can

play42:19

be somewhat disposable if you're a

play42:20

higher income person it's like you know

play42:21

throw 300 bucks at something you don't

play42:23

like it it's okay um I could see these

play42:26

being more heavily adopted for sure in

play42:29

in the months and years ahead and I

play42:31

think more people will get into this

play42:32

space I would be shocked if Apple

play42:34

doesn't at some point apply their Vision

play42:36

Pro technology um to this and by the way

play42:39

we should come back to the Vision Pro at

play42:40

some point yeah uh that's not going well

play42:44

either I mean awesome Tac like at least

play42:46

they have good Tac but it's not being

play42:48

supported like there's I have like no

play42:50

new apps no new immersive experiences

play42:52

like I don't know what they're doing and

play42:54

apparently they just cut production like

play42:56

down to 400,000 units instead of 700,000

play42:58

so yeah I think there's just going to be

play43:00

it's going to be a rocky go with these

play43:03

um kind of immersive experiences and and

play43:05

AI devices um even for the big companies

play43:09

but meta seems to be on track here more

play43:11

than

play43:13

most so we just also got some news that

play43:16

a new AI startup being backed by former

play43:19

Google CEO Eric Schmidt has just emerged

play43:22

from stealth with a whopping $252

play43:26

million in funding this company is

play43:28

called augment and it aims to challenge

play43:31

GitHub co-pilot by offering a better

play43:34

version of an AI coding assistant to

play43:37

help programmers be more productive and

play43:39

effective so essentially AI assistant

play43:42

that will generate code for you help you

play43:44

debug code and help you create programs

play43:47

much faster now the company was actually

play43:50

co-founded by an ex Microsoft developer

play43:53

and a former AI research scientist at

play43:55

Google they are entering however a

play43:59

pretty crowded and competitive market

play44:01

GitHub co-pilot has 1.3 million paying

play44:05

individual customers and 50,000

play44:08

Enterprise customers Amazon and Google

play44:10

have their own coding assistance and

play44:12

there's a ton of other startups

play44:14

competing in this space as well now Paul

play44:18

while we don't have a ton of details

play44:19

just yet on this company it has raised a

play44:22

significant amount of money has some

play44:24

notable investors its Founders have

play44:26

interesting and relevant backgrounds

play44:28

these kind of tick all these boxes we

play44:30

look for when it comes to paying

play44:32

attention to certain companies like what

play44:33

are your first impressions of this yeah

play44:36

so we on a reev recent episode we talked

play44:38

about you know what startups get our

play44:40

attention um the investors the amount of

play44:44

investing the founding team sort of like

play44:46

check check check and and this one Eric

play44:48

Schmidt if if you're not familiar he was

play44:50

the CEO and chairman of Google

play44:52

from1 so just a couple years after they

play44:55

were founded he was sort of the adult

play44:57

brought into the room basically to kind

play44:59

of guide um Google and so he was the CEO

play45:02

till 2011 and then he stayed on as the

play45:05

chairman of the board I think until

play45:08

200 what 15 or 18 um and so he's you

play45:12

know a billionaire and uh he invests

play45:15

heavily he advises the government and I

play45:16

think the Department of Defense he's

play45:17

like an adviser for AI there so he's

play45:20

heavily involved uh still and so to see

play45:23

him uh leading this kind of round for a

play45:26

company to come out of Health with a

play45:27

quar billion dollars that that's going

play45:29

to get your attention and certainly the

play45:32

co-pilot is the GitHub co-pilot is one

play45:34

of the very early seemingly highly

play45:36

reliable uses of AI like we're seeing it

play45:39

really impacting the coding world and so

play45:41

you're going to see some competition

play45:43

flow into this space so yeah just again

play45:46

things that kind of perk our ears up is

play45:48

when you hear a quarter billion in

play45:50

funding and see Eric Schmid's name tied

play45:52

to something and and the founders from

play45:54

Google and Microsoft definitely a up

play45:57

worth paying attention

play45:58

to all right you know it wouldn't be AI

play46:01

news without Elon Musk being in the news

play46:04

again Elon musk's AI company xai which

play46:08

makes grock the AI assistant that he has

play46:12

is reportedly close to raising $6

play46:15

billion from investors that include

play46:17

Sequoia Capital this raise would value

play46:20

the company at $18 billion and according

play46:24

to the information it's expected to

play46:26

close in in the next 2 weeks now

play46:29

according to their reporting the company

play46:31

is currently training the second

play46:32

generation of grock on 20,000 Nvidia

play46:36

h100 chips and musk has also indicated

play46:40

that the company needs 100,000 gpus to

play46:43

train grock 3.0 so that's likely where

play46:45

at least some of this money is going but

play46:48

really kind of big question I have here

play46:50

Paul is like you've been I mean we both

play46:52

have been pretty underwhelmed but with

play46:54

grock like in our initial test T is this

play46:57

kind of valuation Justified for this

play47:00

company or this tool I mean Elon sells

play47:03

Visions like no gr is useless right now

play47:06

still again I if someone has a use for

play47:08

grock like please reach out to me and

play47:10

tell me how you're using the thing I I I

play47:12

just don't understand like what what

play47:14

it's supposed to be doing um but he he

play47:17

sells Visions like we're going to go to

play47:19

Mars we're going to Electrify the world

play47:21

with cars and um you know that that's

play47:24

his thing and so I'm sure he's just in

play47:27

some Grand Vision for AGI and and its

play47:31

embodiment into robots and how it's

play47:33

going to accelerate you know getting to

play47:34

Mars and um you know saving the planet

play47:38

so and he can get money from people

play47:40

whether it's seoa or um you know other

play47:44

government uh funds um is certainly a

play47:47

place he tends to tap he which creates

play47:50

some of the friction between him and the

play47:52

US government is elon's very friendly

play47:54

with other governments that the US

play47:56

doesn't necess necessarily want him to

play47:57

be friendly with and because it's a

play47:59

source of money for him so yeah I don't

play48:02

know I keep keep watching grock maybe

play48:05

it'll uh do something at some point I

play48:07

don't know but yeah I I wouldn't be

play48:09

shocked if he raised this I wouldn't be

play48:11

shocked if it was more money than this

play48:12

like he can raise whatever he wants

play48:15

probably

play48:16

yeah all right next up we have gotten

play48:19

news that Apple has started backup

play48:21

discussions with open AI about using its

play48:24

AI to power new iPhone features coming

play48:27

later this year this comes from some

play48:29

reporting by Bloomberg these discussions

play48:32

revolve around the terms of a possible

play48:35

agreement between the two companies that

play48:37

would integrate open aai features into

play48:39

iOS 18 which is the next iPhone

play48:41

operating system now earlier this year

play48:44

apple and open aai apparently had been

play48:46

talking but it looks like those talks

play48:48

had stalled until now apple is also in

play48:52

discussions with Google to potentially

play48:54

license their Gemini models free use in

play48:57

their products so Paul these are still

play49:01

discussions and rumors not any actual

play49:03

deals yet but you're a longtime Apple

play49:06

Watcher like why is Apple engaged in

play49:09

trying to use AI from other companies

play49:12

rather than building their own I think

play49:15

they're doing all the above I I mean who

play49:17

hasn't Apple had talks with at this

play49:19

point or at least reported to have talks

play49:21

with so I don't know I mean but Apple's

play49:24

done deals with everybody for the iPhone

play49:26

at different times so nothing would

play49:29

shock me if they do a deal with open a

play49:32

or Microsoft or Google like I mean

play49:35

they're Frenemies they're sometimes they

play49:37

do deals together and other times

play49:38

they're competing against each other so

play49:41

I'm not surprised by any of it I have no

play49:43

idea what they're going to do it seems

play49:44

like it's going to be a mix of their own

play49:46

models so again if you read the recent

play49:49

research reports coming out of apple

play49:50

which they're not historically like one

play49:52

to put out a bunch of research yeah so

play49:54

they've been talking a lot about their

play49:56

their investements internally with AI so

play49:59

I I think there's just going to be a mix

play50:01

and it may be that they're not fully

play50:03

baked yet with their internal models and

play50:05

so they're going to do deals with other

play50:07

companies until they feel that their

play50:08

models are you know ready for prime time

play50:11

I don't know but they're going to do

play50:12

something like they're they're going to

play50:14

make some major announcements in June

play50:16

and I would expect that by this fall the

play50:19

way your phone works is probably going

play50:22

to start to evolve like we're going to

play50:24

experience AI on device

play50:27

um as soon as this fall so one way or

play50:30

the other definitely something to keep

play50:32

keep an eye

play50:33

on all right our last story this week is

play50:37

about HubSpot because HubSpot just

play50:39

unveiled its most recent Spotlight so

play50:41

this is a product showcase the company

play50:43

says it's rolling out twice a year to

play50:45

kind of highlight new parts of the its

play50:48

various hubs and other products and AI

play50:51

played a starring role in this one

play50:53

because HubSpot says it has started to

play50:55

embed AI across each one of its hub

play50:57

products across Marketing sales and

play51:00

service and this Spotlight showcases

play51:03

some of the latest AI features and these

play51:05

include things like a feature called

play51:07

clip Creator which generates videos from

play51:09

text prompts an AI powered automatic

play51:12

reply system in their service Hub the

play51:15

ability to turn written content into

play51:18

audio with AI powered blog post naration

play51:21

the ability to create reports

play51:23

automatically using generative Ai and

play51:25

text prompts there's AI powered brand

play51:29

voice which generates content that

play51:31

sounds like your company they have now

play51:33

predictive AI to forecast sales

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performance and much much more now Paul

play51:38

we've obviously got a very long history

play51:40

with

play51:41

HubSpot you know this isn't the first

play51:44

time they've released AI features but

play51:45

how do you see these updates kind of

play51:47

fitting into hubspot's overall AI

play51:50

trajectory they're they're pushing out a

play51:52

lot of updates

play51:55

um they they're really logical use cases

play51:58

it's uh good to see them keep making

play51:59

Innovation I I saw some chatter just in

play52:02

like the partner Channel I'm still like

play52:04

observe I'm not involved in it anymore

play52:05

but just that like people are struggling

play52:07

to keep up with the update I think there

play52:09

was like over a hundred things in in

play52:10

this Spotlight and the way they released

play52:13

it is like this this page that's just

play52:15

like this infinite scroll page of

play52:17

updates I don't know if there's like a

play52:18

way to download this like I was having

play52:21

trouble honestly like kind of even

play52:23

figuring out what was going on and what

play52:25

what all the updates were and what we

play52:26

have and don't have as a company um

play52:29

because again we as you said we use it

play52:31

and I'd love to know like okay which are

play52:32

the things that actually matter to us

play52:33

I'm not going through a hundred things

play52:35

and figure out what to actually use here

play52:38

maybe they could build an AI bot that

play52:39

advises you on what to use um that's

play52:42

connected to your Hub that says hey

play52:44

you're because I know I mean God going

play52:46

back to like 2008 they used to track

play52:48

like individual usage of individual apps

play52:51

it's how they knew how you know their

play52:52

happiness factor for a customer is based

play52:55

on your app usage within the platform

play52:57

and that was reported to Partners like

play52:59

they know what we're using what we're

play53:00

not like maybe I could talk to their

play53:01

little AI chat bot and it could tell me

play53:03

like here's ways you could use AI like

play53:05

that would be cool um because this is a

play53:06

lot to process but good to see them

play53:09

continuing to push out AI updates for

play53:12

sure all right Paul that's a wrap for

play53:15

this week we really appreciate as always

play53:17

you breaking down what's going on in AI

play53:20

this week um just some final notes here

play53:22

I would just highly encourage anyone

play53:24

who's getting value out of the podcast

play53:26

please leave us a review on your

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podcasting platform of choice it helps

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us get the podcast into the ears of more

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listeners and I would also just

play53:37

reiterate if you do have a few minutes

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and you haven't taken our state of

play53:41

marketing AI survey yet please go to

play53:44

state ofmarketing

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a.com we are keeping the survey open for

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the next uh about 6 weeks here and we'd

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love to hear from you about how you're

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using artificial intelligence it should

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only take a couple of minutes for you to

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fill out and it helps us move the

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industry forward by publishing really

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robust research on AI adoption and then

play54:05

last but not least please go check out

play54:08

our newsletter this week in AI at

play54:11

marketing AI institute.com

play54:14

newsletter it covers more in depth all

play54:16

of the news we discussed today and also

play54:19

all the topics we don't have time to get

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to so it's a single comprehensive brief

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to get you caught up on AI in just

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minutes that comes out every week so if

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you haven't signed up for that I highly

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highly encourage it Paul until next week

play54:35

thank you again for breaking it all down

play54:37

for us I have a feeling this week's

play54:39

going to like make up for last week I

play54:40

think there's G to be a lot happening

play54:42

this week so we will be back with you

play54:43

next week reporting all the news uh that

play54:45

matters to you um yeah have a great week

play54:48

everyone we'll talk to you again soon

play54:50

thanks for listening to the AI show

play54:52

visit marketing AI institute.com to

play54:55

continue your AI Learning Journey and

play54:57

join more than 60,000 professionals and

play55:00

Business Leaders who have subscribed to

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the Weekly Newsletter downloaded the AI

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blueprints attended virtual and

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in-person events taken our online AI

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courses and engaged in the slack

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Community until next time stay curious

play55:15

and explore AI

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