AI: Weekly Summary. RTZ #472

Michael Parekh AI: Reset to Zero

4 weeks ago

4 MIN READ

Ilya’s New Hyperscale Safe Superintelligence (SSI): Former OpenAI co-founder and Chief Scientist Ilya Sutskever is raising over a billion dollars at a $5 billion plus valuation for the new venture ‘super-safe’ Safe Superintelligence (SSI). This would make SSI the next hyperscale Foundation LLM AI venture joining the race with OpenAI, Anthropic, Google Gemini, Elon’s Grok/xAI, Meta’s Llama 3/Meta AI and others. The focus of course is on a much safer path to AGI (Artificial General Intelligence) than others. The company is committed to getting that part right even if it takes a couple of years or more. Before any commercial objectives are part of their focus. More here.

OpenAI SearchGPT Reviews & AI Chatbot race: OpenAI’s recently announced SearchGPT AI is getting some reactions and reviews despite not yet being fully released to the public. With ChatGPT seeing over 200 million visitors per week, curiosity is high on how SearchGPT will fare against Google AI Gemini driven Search. The early reactions are cautiously optimistic, with comparisons against Google’s Search Overviews, Perplexity, and other ChatGPT alternatives like Anthropic’s Claude 3.5 and others. OpenAI of course continues to emphasize that SearchGPT is a work in progress, with ‘ongoing improvements’ to come. And focused on its ‘Strawberry’ AI Reasoning and Agentic work. More here

Nvidia focuses on AI Data centers: Nvidia continues to focus on buttressing its capabilities in AI Data center designs, following moves by AMD in a similar direction with its $5 billion ZT Systems acquisition. The focus is on offering software, data center design services and networking in addition to its industry leading AI GPU Blackwell chips. This is all part of the company extending its AI infrastructure moat I’ve discussed. Founder CEO Jensen Huang has outlined the ‘Accelerated Computing’ AI opportunity for a trillion dollar upgrade cycle for AI data centers in the coming years. More here.

Microsoft Copilot sees slow ramp: Microsoft is seeing slower than expected progress on adoption of its Copilot Windows Office AI products according to recent reports. More here. CEO Satya Nadella has been ‘all-in’ on its AI Copilot strategy, across Copilot Github, Copilot for Windows and Office 365, enterprise software bundles, and AI Copilot powered PCs. Enterprises are still experimenting with Copilot across various platforms, and figuring out their reactions to the current pricing strategies for AI products from Microsoft and others. Expected to be a slow ramp as AI Scales. More here.

Apple’s AI strategy details expected with new iPhone launch 9/9/24: Apple is anticipated to focus as much on its Apple Intelligence AI strategy as it unveils its next generation of iPhones and other Apple products this monday. Advertised as ‘Glowtime’ on September 9, the company is also expected to show off its AI enhanced Siri, which will likely go head to head against Google’s Gemini ‘Live’ AI Voice services as I’ve discussed. OpenAI’s Voice Ai, along with an AI revamped Amazon Alexa are also expected to be options of mainstream users this year. Apple’s focus on Voice AI services and its broader AI platforms is likely to be similar to Google’s approach when it launched its latest AI enabled Pixel phones a few weeks ago. The race for ‘Local AI’ on AI optimized smartphones and PCs is underway, and will see more offerings this Fall from a wide range of technology companies. More on Apple’s AI strategy here.