Apple’s MGIE, Google’s Gemini Advanced, Microsoft’s Copilot and more! | E1897

Episode Summary

The episode starts with Jason and Sandeep discussing the rapid pace of AI innovation over the past year since GPT-3.5 was released. They then highlight some AI products including AgentHub, a workflow automation tool with drag-and-drop templates; Lucite, which creates investment banking-style presentations; and neo, which uses AI for PCB layout. They then discuss Google's new Gemini chatbot and test it out. They try asking it some questions like finding event venues and restaurant recommendations, but find the results lacking compared to other AI chatbots. Jason gives Gemini a B- grade due to high expectations for Google. The episode then covers Apple releasing an AI image editing model that can remove backgrounds. Jason and Sandeep speculate this could be a preview of features coming in the next iPhone, perhaps integrating AI editing features directly into the photos app and running them locally on a new AI chip rather than the cloud. They finish with a debate on whether the Microsoft/OpenAI partnership around GPT can beat Apple and Meta who are open sourcing their models. Jason argues open source tends to beat proprietary platforms over time. The episode concludes with a discussion of Microsoft's new Copilot integrations shown off in a recent ad, and how the major tech companies are increasingly competing directly in generative AI.

Episode Show Notes

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Todays show:

Sunny Madra joins Jason to demo Google’s rebranded Gemini Advanced (30:21), Apple’s MGIE (46:31), and to explore the significance of Microsoft’s Copilot (53:27), plus Lucite, AgentHub, Quilter and more!

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Viewers! How are you enjoying the demos? What grades do you give these AI companies? Tell us what we got wrong and right and what demos you’d like to see on the podcast. Let us know by mentioning us on X.com. https://x.com/Sundeep

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See the full list of all AI demos from the show here: thisweekinstartups.com/AI

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Timestamps:

(0:00) Sunny Madra joins Jason

(1:56) Super Bowl viewership numbers compared to YouTubers like Mr. Beast.

(6:23) Sunny demos AgentHub.

(10:34) Vanta - Get $1000 off your SOC 2 at http://www.vanta.com/twist

(12:32) The secrets behind all these media and tech layoffs.

(20:02) Scalable Path - Get 20% off your first month at http://www.scalablepath.com/twist

(21:23) Sunny demos Lucite.

(22:54) There is a need for AI that fact-checks other AI.

(29:09) LinkedIn Ads -  Get a $100 LinkedIn ad credit at http://www.linkedin.com/thisweekinstartups

(30:21) The rebranding of Google’s Bard to Gemini while Sunny attempts to demo Gemini Advanced.

(40:15) Sunny demos Quilter.

(46:31) Sunny demos Apple’s MGIE.

(50:41) Answering who will win between Microsoft and OpenAI vs Apple and Meta.

(53:27) The significance of Microsoft Copilot.

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Links:

Check out AgentHub: https://www.agenthub.dev/

Check out Lucite: https://www.lucite.app/home

Check out Quilter: https://app.quilter.ai/

Check out Apple’s MGIE: https://github.com/apple/ml-mgie

Check out Gemini: https://gemini.google.com/app

Check out Microsoft Copilot Commercial: https://www.youtube.com/watch?v=SaCVSUbYpVc

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Follow Sunny X: https://twitter.com/sundeep⁠ Check out Definitive: https://www.definitive.io/

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Instagram: ⁠https://www.instagram.com/jason⁠

LinkedIn: ⁠https://www.linkedin.com/in/jasoncalacanis

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Great 2023 interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland

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Episode Transcript

SPEAKER_02: The question is, can ChatGPT, OpenAI, and Microsoft, that duopoly, can they beat Apple and Meta open source? Your answer? SPEAKER_03: No. Wow. Wow, stunning. SPEAKER_02: Yep, snap. SPEAKER_02: Snap, you snapped it. You called. You shoved all the chips in. You believe Meta and Apple will beat the mighty Microsoft OpenAI duopoly. SPEAKER_01: And look, we've seen this movie before. SPEAKER_00: This Week in Startups is brought to you by Vanta. Compliance and security shouldn't be a deal breaker for startups to win new business. Vanta makes it easy for companies to get a SOC 2 report fast. Twist listeners can get $1,000 off for a limited time at vanta.com slash twist. Scalable Path. Want to speed up your product development without breaking the bank? Since 2010, Scalable Path has helped over 300 companies hire deeply vetted engineers in their time zone. Visit scalable path.com slash twist to get 20% off your first month. And LinkedIn ads. To redeem a $100 LinkedIn ad credit and launch your first campaign, go to LinkedIn.com slash This Week in Startups. SPEAKER_02: All right, everybody, welcome to This Week in Startups. It's time for our AI Roundtable where we do demos. Me and Sandeep have been doing this and the crowd loves it. The audience has been going crazy for these AI demos every week. We try to find five demos that y'all will be inspired by or intrigued by. And just to keep tabs on the absolutely blistering pace of AI innovation in our industry, you can see all the demos at thisweekinstartups.com slash AI. You can go there, see all the demos and just really catch up with what's been an incredible, I don't know, what is it, like 14, 15 months into this since JetGBT 3.5 was released and took the world by storm. Yeah. How you doing, Sonny? You got your Super Bowl behind you. You were very, very excited about the Super Bowl. You know, there was a lot of opportunity and it all went out the door with that last play. SPEAKER_01: Oh, man. I don't. Yeah. I mean, was it? Was this a good Super Bowl? I mean, I know you're a 49ers fan, but yeah, putting that aside, was this a good Super Bowl? SPEAKER_02: I mean, the amount of excitement around it with this Taylor Swift stuff was extraordinary. Yeah, that was probably a bit too much. But you know, anything that goes into overtime, well, come from behind, overtime, both teams have a shot, both teams score, but one scored a touchdown. SPEAKER_01: That's about all you can ask for. So yeah, yeah, there. Okay. I think it was the most watched event ever. SPEAKER_01: Wow. Yeah. 135 million or something. I don't know what the number was. SPEAKER_02: What's crazy is like an average MrBeast video gets more views. So that's how much our society has changed. SPEAKER_02: Gets more views, but not live. So I guess the question is like, of people watching live. SPEAKER_02: Yeah. Because I mean, it's just, you could look at the first 24 hours of a video and you know, how different is that than watching it live? Probably not much different. Everybody's at the water cooler seeing it the next day. cumulative videos also matter. You know, if you were to go on to YouTube, the top most viewed videos are like baby shark Gangnam style. Yeah, SPEAKER_02: things that kids listen to over and over and over again. So I think MrBeast falls into this category. It's not taking anything away from them. It's repeatability. So MrBeast doesn't fall into SPEAKER_01: repeat. You can't watch that video again. Oh, I think kids do watch them over and over again. Yeah. SPEAKER_02: I don't not like baby shark. We're like, they listen to it, you know, every day or 10 times in a row. But I do think that there's probably some repeatability there. I think young people like to go back to the archive and watch the previous episodes. Kind of like Sopranos, right? Like I've watched the Sopranos from start to finish three times. So, okay. Yeah. SPEAKER_02: You know, I think I think it is rewatchable, but maybe not like an audio song. But either way, it's pretty amazing when you think about MrBeast releases a Super Bowl every week in terms of the ocean from from that perspective. Yeah. And it's the duration is also interesting. You know, SPEAKER_02: the duration of the Super Bowl is, you know, five hours, four hour experience, whatever. Yeah, he's now got 237 million subscribers. Pretty amazing. And there's a bunch of these channels from India that are also in the top 10 T series. Yeah, T series is like a recording label in India. SPEAKER_01: Got to be like, what was it back? Vivo? Or? Yeah, Sony Records, Columbia. SPEAKER_02: And then set India 168 million subscribers. So I don't know exactly what the denominator right? SPEAKER_02: You have just so many people in India, you got a billion people. It's, you know, 25% of the population 17% of the population, 237 million subscribers to MrBeast has 330 million people SPEAKER_02: United States. So he's got roughly, if half of those are us, he's got half the US population may be subscribed. I wonder how many of the 207 237 million subscribers are active US subscribers. That's really the statistic I would look at. So he just released a video on Saturday. Let's take SPEAKER_01: a quick look at that. And we can see how many views that one has for just a rough sense of, you know, how he stacks. I mean, I think he gets like 100 million. Yeah, in the first couple of SPEAKER_02: days. So he got 77 million from three days ago. Right. And two weeks ago, that 128 million. Wow, SPEAKER_01: that's wild. Yeah. So it's, you know, it's basically in within a week. Yeah, he's got SPEAKER_02: a Super Bowl. There's also, you know, one of the other things to you when you're looking at these SPEAKER_02: statistics and how they're recorded, you know, there are drive by views. So you know, if you were to discount people who watched 30 seconds in both cases, the Super Bowl and MrBeast, you know, SPEAKER_02: you might get a lot of drive bys on social networks like YouTube, or certainly Twitter. You know, I think maybe half the views we get on Twitter for all in or for these podcasts, you know, people might be dropping off in the first couple of minutes. And so do you really count those as views? At what minute do you, you know, I mean, there are views technically, but, you know, are the viewers, so to speak, right? So duration of views matters and percentage complete. That's one thing he obsesses about is a percentage completion. Complete. Yeah. Yeah. All right, SPEAKER_04: SPEAKER_02: let's get into our AI demos here. Let's just do it. Yeah. We have some really, really cool stuff SPEAKER_01: today. It's a lot different than some stuff that we've seen before. So I'm very excited. So let's start off with one that is called AgentHub.dev. AgentHub.dev. Got it. And so they SPEAKER_01: have templates. And so they have them for different types of use cases. I'm gonna do like a simple one just for demonstration sake. Daily stock report generation. Got it. And so I can say I want an agent that generates a daily stock report. So I'm just gonna use their template. I'm gonna zoom in here. And what this does, it's like a, you know, like you can imagine, like a little bit of a workflow tool. And I'm just gonna say every day I want to see Apple, Amazon, and Nvidia, right? We do that. And over here we hit run. What it will do is it has a workflow here, which walks through, SPEAKER_01: what it does, including web strike scraping, including some batch workflows. So it's like your standard flow chart, you know, flow chart making software here. If this, then do that. SPEAKER_02: Yeah, exactly. And they have all those templates there. So you can look at the templates, but while SPEAKER_01: this comes together as generating the files, you'll see, I will get a report. So I've got three files here. And so I've got Apple. So if, you know, if I were to, let me just download these three. And if I were to download them and look at Nvidia and you'll see, I got this little, oops, that one didn't come out correctly. So let's look at Apple. Oh, well it bugged out on me. SPEAKER_02: But here it did a script where it said the average price is this. So if it did do it successfully, SPEAKER_01: SPEAKER_02: it would have filled that in. Yeah. And it was working for me before I want to give them credit. SPEAKER_01: So I don't know if I, if I messed it up or something, but yeah, it was pulling the price on these things and it was incredible. So, so it's going out into the open web and doing a SPEAKER_02: search, scraping that data, normalizing it, putting it into a report. Exactly. And you know, SPEAKER_01: like they have a whole bunch of different templates in here. I just picked like a simple one, but they have ones for automated sales emails and outbound email creators. So these kind of multi-step flows with agents, which I think is really, really cool. This reminds me a little SPEAKER_02: bit of Zapier or if this, then that combined with what we used to call workflow software in the nineties and two thousands Lotus notes was a regional piece of workflow software that I actually used to script. I wouldn't call it coding, but it was scripting like this. Hey, go SPEAKER_02: collect this information and then send it to this person. So if you think about like paying an invoice, you would create workflow software and invoice came in. You know, there's somebody it's, this is a, you know, office supplies invoice. It has to go to the person who requested the invoice. Then it has to go to their manager to approve. Then it has to go to the office person to approve. Then it has to go to the CFO accounts payable person. You would just send that invoice around. So, you know, this is kind of stuff like that, where you could build a workflow. Very interesting. And this is where you can start to, we've seen a couple approaches to this already, right? Sunny, we had somebody who was looking at recreating a web browser. Remember that one we had with the Chrome extension just a couple of weeks ago that kind of blew our minds. SPEAKER_00: SPEAKER_02: Yep. You know, this is kind of the mind blowing. Okay. So automation. Oh, here we go. So this is the analysis. Yeah. Yeah. So this is the analysis. So basically, you can, so this is more than just SPEAKER_02: giving you the stock price. The stock price of Amazon has been fluctuating over the past few weeks. On the last date, the stock closed at $172 and 34 cents showing a slight decrease in the previous day. The volume of trading has also been relatively high indicating active market participation. Yeah. The historical trend. We see there was a spike in stock price on this date reaching $174.45. There was a downward trend after that with the stock closing. I mean, SPEAKER_02: I don't know if you notice this, but there are automated stories in Apple stocks, where they tell you like, this is an automated story. Have you seen those? Yeah. And so like, you know, go check my Uber stock or my Robin Hood. And it's like, it's kind of like this, where it's like a SPEAKER_04: SPEAKER_02: little synopsis of what happened in the market. I'm like, Okay, well, this isn't providing me enough value. Just I would rather you know, I can look at the stock and know that but I could see this being valuable over time. And this is going to get better and better. What you'd want to do SPEAKER_01: is you'd want to customize it. Listen, a strong sales team can make all the difference for a B2B SPEAKER_02: startup. But if you're going to hire sharks, you need to let them hunt and you can't slow them down with compliance hurdles like SOC two. What is SOC two? Well, any company that stores customer data in the cloud needs to be SOC two compliant. If you don't have your SOC two tight, your sales team can't close major deals. It's that simple. But thankfully Vanta makes it really easy to get and renew your SOC two compliance. On average, Vanta customers are compliant in just two to four weeks. Without Vanta, it takes three to five months. Vanta can save you hundreds of hours of work and up to 85% on compliance costs and Vanta does more than just SOC two. They also automate up to 90% compliance for GDPR, HIPAA and more. So here's your call to action. Stop slowing your sales team down and use Vanta get $1,000 off at vanta.com slash twist. That's vanta.com slash twist for $1,000 off your SOC two. You have the J Cal Yes, chef. And if I worked for you, and you know, SPEAKER_01: there's something you want on a daily, I would build something inside agent hub. And it would basically get you something every single day that you want to see could be an output from. Yeah, SPEAKER_02: I could see this working for like, hey, collect all of the reviews of our product. Let's say we were you and I were running a CPG company. Yeah, every day, go to Amazon, go to our Shopify store, go to Target, tell us all the new reviews, give us how the reviews are trending, and basically write a report, which we might have, you know, a 30 $40 $50 an hour employee doing previously, yes, who is, you know, our, our review analysis. Now the review analysis could be scripted and automated without a developer. And then that person doesn't need to have a job, or they can move up the stack to doing more important work. So this is a this is an A for me. Yeah, today. I SPEAKER_02: mean, I just like the structure of it to where it's like drag and drop, great interface. And SPEAKER_02: yeah, I could see this eliminating a lot of repetitive work slash jobs. And I think that's what we're seeing in all these layoffs that are happening. I did a tweet today about it. SPEAKER_02: Oh, yeah, these layoffs are really about three things. I'm talking about media and tech layoffs. Let me run this by you and see what you think. I think it's about three things. One, people had very high salaries. During peak ZURP, right, there was a massive competition for employees. And a lot of people I don't want to I'm not, you know, trying to be cruel to anybody. But when there's SPEAKER_02: a competitive market, and you have unions, maybe at the media companies fighting for people as they should, maybe salaries got a little inflated 1020 30%. Now, that doesn't seem like a lot. But if you can lay off 10% of your workflow force, and then replace them with people who are 40% cheaper, well, or 50% cheaper, or they don't have the stock options, which we saw Evan Spiegel, I think, do at snap, you know, he kind of got rid of top heavy people who had big stock packages. I've heard that people who've gotten laid off from Google have been asked to reapply for their jobs with a fraction, you know, like a third less comp. Have you heard about this boomerang trend? SPEAKER_01: Yeah, so it's interesting that you use the word boomerang. Because another thing that I've heard layered on to that was, there was an echelon of folks that were so highly compensated that in it certainly weren't the younger folks, but it was like the folks that were 20 years in mid 20 years SPEAKER_01: in like mid 40s and up that were at like really insane compensation levels of stock and salary. And what I'm finding is, in some cases are being asked to come back reapply so that they can be reset. In other cases, they've created a lifestyle for themselves. And they can't do that. Because of SPEAKER_01: overhead mortgages and overhead. And they got used to making like, I mean, you know, Jake, you know, even in our careers, it was insane to think about making a million to million dollars a year. And this was pretty common in that kind of echelon of I've been in the tech business for 25 years. I'm a Gen X-er. You know, I did three job hops over 25 SPEAKER_02: years or 20 years, I went from Google to Facebook to Uber. And each time I got a quarter million dollars more, and I'm this elite person. But yeah, and so then the second piece of this is, SPEAKER_02: I think people are looking at it saying, Can I automate what this person does? SPEAKER_02: And so here are these tools. You know, I look at these tools, and I always just squint a little bit. And I'm like, okay, 10 exit. So here, it did like a very basic analysis, highs and lows or whatever. But if you asked it, hey, tell me about the contempt. Forget about even like programming it. But you could say to another LM, what questions should I ask this? What would be common questions to ask about stocks? And it would say, Oh, how does it compare to its competitors? Yes. How does this compare? And it could even come up with the questions to ask. Yes. And then all the way down from AI all the way down. Yes. So just like you get suggested SPEAKER_02: searches, oh, you did a search for, I don't know, burritos. And then it said, Well, here's burrito recipes. Here's burrito, low carb recipes, keto recipes, like you didn't know to even ask, Oh, is there such a thing as a keto burrito? And it's like, yeah, there is here it is. Boom, you know, burrito alternatives, whatever. So that's what I see with this is, okay, this replaces a $30 an hour person, right? And if you ever want to do back of the envelope math, as a leader in a startup, my trick is always 2000 hours, right? The average person puts in 2000 hours, generally accepted practice. So 30 bucks an hour employees $60,000. You know, you add 20% to that. So it's $36 an hour, whatever 36 times two, you can easily do the math $72,000 a year, whatever you start looking at that, I think this replaces probably like that level of employee. Yeah, yeah, you know, now, SPEAKER_02: what's the next one it goes after. So you have the resetting the automation and the third piece is globalization and people finding people offshore who maybe really want work. And so those are my three things. And the best way to think about what it goes after is look at the templates. SPEAKER_01: Okay, let's see. YouTube video processor. Oh, SEO optimized article generator generator exactly SPEAKER_02: 30 $40 an hour jobs in my experience. And when you hire consultants, they tend to double magic. SPEAKER_01: I think you wanted one of these LinkedIn profile process reads, right? You know, warm. Oh, my Lord. SPEAKER_01: Yeah, LinkedIn warm trader. Oh, this is incredible. I was just doing this one, right? Oh, this is stuff too. Now we talked about this category business process or outsourcing. Yeah. SPEAKER_02: This is what happens in India. This is what happens in the Philippines. There's been an entire SPEAKER_01: SPEAKER_02: industry of doing this. Now, I think some of those people were doing their own scripts. But now this SPEAKER_02: you're gonna be able to do this yourself. So, you know, inbox categorizer, inbox summarizer, SPEAKER_02: email order replier, man, this is next level. It is it is like, SPEAKER_01: they're literally atomizing people's jobs, right? And so they're atomizing people's jobs. And so SPEAKER_02: in if you are the leader of a company, and you want to do SEO and blog posts and social media, SPEAKER_02: and whatever competitive analysis, like I could see doing competitive analysis here, like, let's say there was another podcast about, you know, I'm a food podcast, and you're a food podcast, and we're competing as 10 other chef podcasts, you could have this go out and summarize what the other chefs are doing, then have the AI ask, who are their guests make me a list of their guests, you know, which of their videos are breaking out above average, and you can do competitive intelligence, competitive intelligence, boom. Wow. I mean, if you are going into the job market SPEAKER_02: going into the job market today, this is a list of what you could avoid. Or this is a list of how you present yourself as the grim reaper. Yeah, I'm coming to your startup as the grim reaper. That man, you know, the guy with the door, like knocking on doors, okay, knock on the door for SPEAKER_02: competitive analysis, knock on the door for whatever. Yeah. What jobs are they coming for? SPEAKER_01: SPEAKER_02: Wow. I mean, I give it an A. Congratulations. I really also, I think interface matters here. SPEAKER_02: I could see this interface, like the top 50% of my team members are good at this kind of interface. SPEAKER_02: Yeah. And that's one of the things I've tried to work on in my team is just, please learn how to use Zapier, please. It'll make me happier if you learn how to use Zapier. Zapier. I love Zapier. And I just constantly trying to get my team members to learn Zapier SPEAKER_02: or basic, you know, Coda scripting, notion scripting, you've got some cool scripts that SPEAKER_01: you told me, right? Because I take your expenses from your credit card and put them into your slack. I mean, it's really basic, but like, just, you know, people, it's a game changer. Like if we're SPEAKER_02: doing an approval process, I worked on getting credit cards for my team members that can be turned on and turned off, like, you know, those categories of cards. And then I like to have them sent into a slack room with that person and with, you know, the operations person. So then everybody sees your expenses as they're coming in. If you forgot and you subscribe to something, you know, and you subscribe to the wall street journal last year, but somebody else has a wall street journal and we don't need to and whatever, you know, at least we see it and they can have a conversation SPEAKER_02: about it. Right. Um, so transparency. Yeah. Really interesting stuff. Okay. All right. Let's keep SPEAKER_02: going. Well, start off strong start, strong start. It's hard to balance hiring top tier developers and keeping your burn rate under control. But these days I see a ton of founders successfully doing this by hiring remote talent. So let me tell you about scalable path. It's a software staffing company that can help you build an awesome remote developer team. And the right developer isn't just a list of technical skills. We all know that it's about their personality. It's about their work ethic, their motivation, and their fit within your team and scalable path knows this. So here's what they do. Their team will get to know your vision. They're going to get to know your needs, and then they're going to develop technical challenges tailored to the roles you're hiring for. And these challenges are conducted live and on video. So there's no gaming of the system. You're going to get great people. They also evaluate each candidate's soft skills like communication, attitude, and work style. Scalable path has completed more than 300 projects for their clients, and they have a network of 30,000 developers. They've been doing this for over a decade. They know what they're doing. So you're going to be in great hands. Here's the best part. Twist listeners get 20% off their first month. If you're ready to scale your dev team and your business, check out scalable path.com slash twist. Once again, that domain name scalable path.com slash twist 20% off. So the next one, this is super interesting. Let's put it like SPEAKER_01: in a very similar category. Okay. So this is called. Exactly. I apologize to people. I SPEAKER_01: apologize to people with jobs that were saying or going away. So this one creates like these four types of basic analysis. You can do a business overview, competitive overview, financial overview, or buyers list for stocks. And so basically you put it in here. It's a lose site.app. And I'm going to have to share just a different window because it's output is like a PowerPoint presentation. And so now, so I did this and I have a presentation here and I basically did Nvidia. SPEAKER_01: And so I have this seven slide presentation that does Nvidia competitive landscape. So it's like GPU based products. These are the folks gaming products, data center and cloud. And you know, basically it was accurate. Yeah. I mean, like, let's look at it. These are GPU competitors, SPEAKER_01: AMD, right? Intel makes sense. You know, these, these are gaming folks that are leveraging, you know, their ecosystem. And these are folks that compete, compete within data center. Feels SPEAKER_01: right. Then a little bit of a breakdown in each company for each section, valuations, and then recent M&A transactions. This is done by an AI. Yeah. Three minutes. SPEAKER_02: Now the question is how much of this is correct? How much of is hallucinating? And that really is kind of where I think the industry needs to get to is there needs to be AI checking the facts of AI is this dress. And that's I don't, I haven't seen that. But this would be a really good product would be an AI copilot that fact checks other copilots. And those sounds stupid. That's SPEAKER_02: very meta. It's very meta. But imagine there was a fact checking a copilot. So I'm using Microsoft Copilot. And I say, give me the competitive analysis for Nvidia. And it gives it to me. Now I say to my fact checker, please go into this report and check each of the facts and find me sources for it on the open web, etc. And tell me if there's things wrong. And so that would be interesting is to take that PDF uploaded to Claude, or chat GPT for and say, Can you tell me if any of this is factually incorrect? Do you think it would be able to do anything like that SPEAKER_02: yet? Or we're not there yet? So I believe that the, you know, the foundational models are capable of SPEAKER_01: doing this, the challenge that they're running into is in order to fact check, they have to use third party data systems, they haven't licensed. Ah, because, you know, in the training data, they don't have like the current stock price of they're pulling it from some article somebody SPEAKER_02: wrote previously in the open crawl index. It's not correct. Yes. And so in order to fact check it, SPEAKER_01: they have to subscribe to like a Google Finance API, or Bloomberg or, you know, someone with an API. And that's where we haven't really crossed the chasm yet. And we've been talking about this where, you know, the closest is like, perplexity, who's has some data relationships, but like, no one's really fully done it with like a real data provider. And I think the minute someone does that, we're gonna really see a distinct jump in the capabilities. And I think everyone's been on the edge of it. But yeah, it feels like it's coming very soon. I think it's a great idea. SPEAKER_02: Yeah, I would like to have a fact checking API. So this is something in journalism or just in general, like, is this a true fact? So this is a request for startups here. Is this true? SPEAKER_02: That is true. This is true.ai. It's a toolbar, it's a copilot, it's a system tray. And it is SPEAKER_02: reading everything in real time, like Grammarly does. Yeah, and it will tell us it will, it will SPEAKER_02: just look at facts in the background, and just try to independently determine if they're correct. And you could, I mean, spelling is one thing that, right? Is this word spelled correctly, something Grammarly is doing Grammarly is also doing is this, you know, is the common the right place. So here, when we look at this Nvidia financial snapshot, I would like it to know this is Nvidia. No, this is finance data. So it says, what is this? Okay, this is Nvidia's five year historical chart. Yeah. And it says, go find it and then compare it to this. And that would be super interesting to me as a as a device. And then just highlight things is something I've always SPEAKER_02: wanted as a as a product or a service as a fact checking as a service and having a human plus AI SPEAKER_02: do this would be really fascinating fact checking as a service. Hmm. Hmm. I wonder if that is like a SPEAKER_02: good startup idea. This one I just shared both the sheet and the Google stock price. I got the SPEAKER_01: stock or the Apple stock stock price, I just did the share there. So I got those things accurate, which were 721.28. It's at point three, and it got the market cap, right. And then if I go back to the financials, that's a little bit harder to do through these tools. But yeah, what is the name of this one? Lucite dot app, lose site, l u c i t e. app. Yeah, I'm gonna give it a B. Okay. I think SPEAKER_02: it's like, really a great start. Yeah. The fastest way to produce investment banking style materials. It's great idea. Remember, I was talking before about these kind of projects and you know, the $100,000 amount of the employee it's replacing? Yeah, we've gotten to, you know, $100,000 SPEAKER_02: employee like an analyst at a bank who makes these slides. And so I pulled this one up. Oh my god. SPEAKER_02: Yeah. This goes back to your previous point. McKinsey puts 3000 staffers on review citing concerns over performance as the recently frothy consulting business slows. Yeah, I mean, if people don't read consulting reports, and the consulting reports are just a hodgepodge of web research, you might as well just run it through chat, GPT, or you've got an example, right from all the stuff SPEAKER_01: you've ever made, you've got a corpus, and then you can just let train an AI on that and say, go make things that look like this. You know, what's interesting about Lucite is that's what they did, right? They trained and said, these are like the five different basic, you know, investment banking style presentations make them for us, right? They have the templates, SPEAKER_02: and they made a vertical eyes tool to just focus on that. Yeah, just like we have a company saga SPEAKER_02: that is doing just screenplays and storyboards. And I told them, I was like, you know, this whole AI wrapper thing is nonsense. You're building a verticalized app, you're going to build so much on top of it, that, you know, it'll be like going to Google and saying you could do a spreadsheet SPEAKER_02: at Google. Like, you could use Google search to do a math equation, right? You can put a math equation in the search box. Or you could use Google to search for flights or whatever. But that doesn't mean you're not going to do Expedia, kayak, or a Google Sheet or a Microsoft expelling, like, you can get some basic functionality done with chat GPT for Claude. But if you verticalize this, man, they can really, really refine it and build features around it like fact checking, like collaboration tools, etc. So I love these vertical eyes. I mean, if the AI wrapper vertical, SPEAKER_02: I think it's going to be very big. I think it's going to be awesome. Huge. Yeah, I think so as SPEAKER_01: well. Yeah, but that's where we're going. Okay, so I give this be like, okay, I like it's very solid. SPEAKER_01: I'm like B plus, you know, like, I was probably higher, but I like the idea you said, if there'd be if there could be a way that it could verify that the data is correct. SPEAKER_01: Because now you have is Yeah, citations. I think that would be really good. I mean, it's like really cool. It creates a deck times money. It's a really nice. Yeah. All right. SPEAKER_02: Job Lucite. B2B marketing is not an easy job. It's much different than B2C. Why? Well, SPEAKER_02: enterprise buying cycles are much longer. It's not like you see some cool mug and you buy it as a consumer. No enterprise buying cycles are long. And it's hard to find and reach decision makers through most marketing channels. We all know that. So that's why you need to check out LinkedIn ads. LinkedIn recently passed a billion users, which includes 180 million senior executives. That's right about 18% are senior executives. But there's also 10 million C suite executives on LinkedIn, CEO, CFO, CTO, chief strategy officers, you know, I'm talking about this means you can find and target these decision makers in a respectful environment LinkedIn. And according to LinkedIn, their ads platform generated two to five x higher return on ad spend when compared to other social media platforms. And it's easy to understand why LinkedIn equals business business equals LinkedIn, you understand this when people are on LinkedIn, they're there to do business and out there to talk about politics or pop culture, they're there to do business, right? So your business message is going to be in the right place. Make B2B marketing everything it can be and get $100 credit on your next campaign. Go to LinkedIn comm slash this week and startups to claim your credit as LinkedIn comm slash this week and startups terms and conditions do apply. Jake, oh, this is gonna be a two part SPEAKER_01: demo. Because you're part I like it. Well, our friends at Google released Gemini ultra. SPEAKER_01: Explain what that is to the audience because I saw this. Yeah. And I was a little confused about SPEAKER_02: what's the difference between Gemini ultra and Google bard. People were losing their shit that SPEAKER_02: they got access to ultra Gemini ultra on like their Google app. Okay, so there's a few different SPEAKER_01: things bards been renamed to Gemini google.com. Okay, FYI, okay, and Gemini advance, which is and this is where this is gets a little bit wonky gives you access to Gemini ultra 1.0. Ultra 1.0 is their most advanced model, which is great. The issue that I have is I have a Gmail account that's tied to a Google Fi account. Yeah, I'm gonna pull this up here. And this is like totally wild. It's crazy, because there's no way to try it. So when I go here, and I go Gemini advance, which I want to try, and I go upgrade, I get this crazy message saying Google ones aren't available, although I'm a Google one customer, huh? Because if you're a Google one customer through Google Fi, so I'm going to hand this one over to you, Jake. Okay, if you can go to Gemini google.com, and see if if you can pull it up, then we can try out Gemini ultra together or a Gemini advance, which is Gemini ultra. Okay, so bard is now Gemini, I got that alert on my Gmail account, SPEAKER_02: but I don't see ultra, you should be able to click beside the hamburger, there should be a little SPEAKER_01: down arrow beside Gemini. Oh, it says upgrade Gemini advance, I click upgrade. This takes me SPEAKER_02: to Google one. Oh, here we go. $19. Yes, she got a $19 after so I start my trial for Gemini events. SPEAKER_01: SPEAKER_02: Okay, so now they have a chat GPT for competitor. Yes. And okay, so I subscribe. And let's see what SPEAKER_02: happens here. And so I haven't been able to try this one, because this is my little gripe to SPEAKER_01: Google. So I got to give it a really low grade, because there's no way for me to subscribe and try it. So you've got to you got to do this demo. Okay, here I am. How can I help you today? So SPEAKER_02: okay, I'm in there you go. Yeah. All right. So what should I do as a search here? What would be SPEAKER_02: how would we test this? Well, we just did Nvidia competitors, right? Yeah. So you mean me a table with Nvidia's top competitors, and the most important information about them. So I told SPEAKER_02: it to make me a table and we got a little spinning Gemini wheel. So see if it even understands a table. Absolutely. And pattern or AMD. Yeah, I mean, it's Yeah. Like, yeah, not great. How about SPEAKER_01: SPEAKER_02: what's what's cool is like, Lucite did a better job. That's what's interesting. I did a better SPEAKER_01: job. So this shows you how vertical apps are doing better than just a manline. What are some event SPEAKER_02: SPEAKER_02: spaces in Napa I can use for a 200 person corporate retreat? You know, I met with a company that is doing like an AI for event planning, and I've been using event planning. So here it goes. It's going to Google Maps for some reason. And let's see. It's giving me web pages. So this is SPEAKER_02: like a Google search. No, that's not what I wanted. terrible answer. Searching the web. Here are some results. Yeah. Give me 10 great locations to host a corporate offsite for 200 executives in Napa SPEAKER_02: wine country. But the slash wine country there seems like a fuse it. Let's see how it gives me 10. I mean, I'm giving a very explicit instructions here. I mean, so far, this is a total fail. Yeah. Well, literally wasting my time. I could have gone to the web. I mean, if I wanted to Google search, done it. Yeah. One of the things that it's meant to be really good at is multimodal. So maybe ask SPEAKER_01: it a question where it's, you know, bringing back some images or some map of some items. It didn't SPEAKER_02: give me 10. It didn't give me a number list. These are not very good. Yeah, this is not a not a very good result. It's doing what I intended it to do. It just didn't give me the fidelity of results I wanted. Like if I were to ask an event producer for this information, I would have gotten a much better result. Like a human could do this much better. This is maybe a random example. And SPEAKER_01: yeah, like, you know, something like that, or sushi restaurants. What are some great sushi SPEAKER_02: restaurants with Omo Casa in the Bay? Yeah, these are like things you would search Google for. SPEAKER_01: And you wanted to give you the answer. You don't want to deal with all the links and everything else. Right. So no, so I mean, this is okay. It's hitting Google Maps again. Yeah, not great. SPEAKER_02: Which restaurants have Peking duck in the Bay Area? Let's see if we got like a Peking and get very specific. I'm getting a dish, right? Maybe there's show me photos of the dish. SPEAKER_01: SPEAKER_02: Yeah, same nonsense. I would have been better just doing a Google search. What are the hop Peking SPEAKER_02: duck dishes in the world at four star restaurants? Show me five to 10 photos. So again, multi moto trying to get this. I mean, yeah, we got to, I think we're gonna have to sit Sundar down again. Remember I told him he's gonna have to bring people in and do these searches in front of them. He fixed the name. Yeah. I mean, it's fixing the name is not as important as fixing the answers. SPEAKER_01: SPEAKER_02: I mean, this is also true. Oh, man. Yeah, this isn't good. Yep. I mean, maybe Pakistan. It did SPEAKER_02: get hakasan. I do think Pakistan is one of the top Peking duck places in the world. My 32. Okay, wait, this is more promising. Okay, I take it back. If you had asked me the best Peking duck in the world, I would have said my 32. And I would have said hakasan. Okay, known for having SPEAKER_02: like very elite Peking duck, and it did give me the picture. So this is slightly better. I will say like, generally speaking, continue to be disappointed. And they need to do more work on this. I'll give Gemini like a B. Now I'll give it a C plus. Yeah, I just don't feel like it SPEAKER_02: understands what I'm asking here. And I'm asking it very Google centric versions of this. And it feels like they're just not not getting it right enough. It's like it's like close and maybe it's a B minus. I'm gonna go B minus. And unfortunately, I'm not I can't grade it because I can't try it. SPEAKER_01: And they got to fix that too. I mean, there. I feel like Google is needs to lay off another SPEAKER_02: 10,000 people. I mean, I don't mean to be cruel, but I just feel like it's still bloated. And like, not elite teams building elite product. You know, I feel like Facebook and chat, GPT, Microsoft, Tesla, Twitter, like more elite teams. And I just don't feel like this, like Google has eliteness going on right now. It's not elite enough for my expectation of Google. This is where Sergey Samurai Sergey has got to get in here and just high expectations right now. Yeah, for sure. My SPEAKER_02: expectations of Google are really I think that's why I'm giving it lower grades is because I've got higher expectations of Google than anybody else. Well, I want to try it. So I'll reserve to SPEAKER_01: come back next week. So if someone's listening or watching, and you're in Google, please, what's going on? I want to pay you $20 to try it out. But I mean, this is the thing. You know what SPEAKER_02: they have so much roughed at Google. I know how this happens. Like they're like, Oh, okay, we have this. And I brought this up with Sundar one time where I was like, listen, SPEAKER_02: I did. I said, you know, you treat Google domains as second class citizens, when we're paying you for Google Docs, right? Like, yeah, if I've got my company at Google Docs, and then I try to use Google Fi, it's like, no, you have to have a Gmail account, use your personal Gmail. It's like, you're taking your best customers, and you're making us jump through goddamn hoops. So now if I want to use Google Fi on my org, you're making me tell everybody to use their SPEAKER_04: SPEAKER_02: personal ones. And then I don't have control over it as the, you know, but I'm paying you for this. SPEAKER_02: Like, why is there a separation between the I understand why there's a separation between the namespaces. But like, this is the same thing that happened with nest. You know, like, you want to SPEAKER_02: use Google Docs with nest, you can't do or whatever, Google Home. Yeah, just the interoperability. And I mean, maybe this is just what happens when companies get too big, and there's too many product lines and cruft and stuff like that. But they have to simplify this and make it easier. Pretty straightforward. I'm surprised that that's happening, right? And, you know, yeah, the error SPEAKER_01: message is, please, someone get in touch. We'll try it out. We'll do another demo. Another demo, give you another shot. I mean, Gemini advanced. I'm just not feeling it yet. SPEAKER_02: What was your grade again? I'm gonna give it officially a B minus. Okay, officially a B minus. SPEAKER_01: But officially, officially, I can't grade it. I you know, I can't really give it a grade. So you know, but I want to and I'll, you know, like everything else, I play with it before I just couldn't do it. So let's keep our roundtable going here. And you got another one for us? SPEAKER_02: Yeah, I do. And I should give startups a lot of hope. Yeah, big companies with their unlimited SPEAKER_02: resources trip over themselves. And we saw two companies Lucite and Agent Hub are much better products than the mighty googles. Gemini, you're so just to give those two companies their flowers. SPEAKER_02: Like, Google can't get out of their way to compete with you yet. Now they might figure it out eventually and just like take some giant leap forward. But keep being scrappy startups, you can you can be cool. You can be chat, chippy tea, you can beat Microsoft, you can be, you know, Apple, you can beat all the meta, you can beat them all, just by being scrappier and focusing on the customer experience. Everything is changing. Just do it. Two more quick ones. Okay, more quick ones. SPEAKER_01: Here we go. Lightning. Right. So the next one really cool. I actually just saw this earlier today on Twitter. My friend Eric Vitria, I think he funded it over at Benchmark. And basically, SPEAKER_01: it does PCB layout using AI. And so we're not gonna do the layout here, but you know, there's TriInstant example. And it gives you some very popular things like, I want to do this Arduino. You've seen these things, right? I'm sure you've had some hard research. And just explain what it is. Yeah, what an Arduino is. SPEAKER_02: SPEAKER_01: So Arduino is like an open source design to run Android, right? It's like an open source computer SPEAKER_02: that you can like build off of the standard. And it's got things like USB C port and exactly, you know, whatever HDMI and memory. So it's like a computer on a stick. Arduino is like a computer on a stick that hackers would use. Yes, but here you're taking an Arduino. And well, this is so SPEAKER_01: when you're creating this is, you know, again, we're going verticalized again, when you're SPEAKER_01: creating the PCB, that's what the chip and all the surrounding components go on the USB, this uses AI to do the layout of the PCB. And this is a four layer PCB that has, you know, these rules put in and it did a bunch of different candidates, which is this candidate can be produced by the most fabs. This candidate has the fewest layers. This one has the shortest number of prices. And all these things are factors in you know, when you're when you're making hardware, who like who's capable of making it more layers more expensive, shorter traces means you know, everything is closer together. Wow. Like to see this being done by AI is wicked. Yeah. And so SPEAKER_02: this is where the flywheel gets out of control, because you have AI building the hardware that could fuel and enable future AI models. Now it's doing this with Arduinos. Yes, not Nvidia chips, or not, you know, whatever, not the chips, it's just the board that they go on, right. Right. SPEAKER_01: But you know, it eventually be AI all the way down. And so at some point, this AI will be SPEAKER_02: pointed at chip manufacturing, and PCBs and everything else. And it's just going to, SPEAKER_01: SPEAKER_02: it's going to have, I think the first phase will be able to have insights that will inspire humans, you know, and save them time and making the stuff but then at some point, it's going to have breakthroughs, right? You know, I'm saying like insights are different than breakthroughs, or efficiency is different than insights is different than breakthroughs. So this, to me is SPEAKER_02: an efficiency play, right? Like the person who's making these is gonna be much more efficient at their job. Correct. And could be breakthroughs, because the AI can use those different ways as SPEAKER_01: well. So you can have it efficiency plus breakthrough. You can grow on both dimensions. SPEAKER_02: Yeah. But do you think it's actually doing more than efficiency and insights? And is that the breakthrough level yet? I mean, I would have to ask them or we'd have to pull someone in. So I SPEAKER_01: think you should have these folks on because yeah, you know, look, I'm not an expert in PCB design. Just tweet at us just tweet at the TWI startups account when we put the clip up. And just let's SPEAKER_02: start these conversations on x.com slash Sandeep slash Jason slash TWI startups. If this is your company, or we mentioned your company, when we put the video clip up, or you can take the clip and put it up on your handle, follow up with us. And let's start the discussion on x to just keep these demos moving. What do we get right? What do we get wrong? And where are you headed with us? And my question is, you know, has this thing had an insight or breakthroughs? Yeah, not just SPEAKER_01: SPEAKER_02: efficiency, right? And so you would love to hear that. Well, when you think about it, like I was talking about saga, this, you know, screenplay writing software, it's giving people insights and SPEAKER_02: breakthroughs, right? You put in your screenplay, or you say, Hey, this is the TV show I want to make, it's going to be nine episodes, I want this character arc. And I just gave it like, well, I want to do the Sopranos plus Blade Runner, you know, I want to have like a mafia story. And I want it to be a mafia story in a cyberpunk mafia story. Seems pretty interesting to me, like a crime family in the Blade Runner setting, right? So just, it would be pretty dope, right? Yeah, SPEAKER_02: like, who's Tony Soprano in Blade Runner, you know, and what are they doing? What's their crimes? And, you know, well, what are they trafficking in? Right? Are they doing modern Seinfelds? Like, SPEAKER_01: when I want to entertain myself, I just have one of these just write a modern Seinfeld episode. SPEAKER_02: And so for a writer who's in there, like, it's going to give you insights that you know, the I was a designer of saga, and he's like, you know, I was like, how do people get these insights currently? It's like, you know, they're in the shower, they watch movies, they read books, they go on long walks, you know, and that's why, you know, a great screenplay might take a human two or three years. But if you're sitting here using, you know, some verticalized AI, maybe you get a really cool insight with the AI helping you. Oh, yeah, you know, we should make an anti hero. Oh, no, what if it was a female lead? Oh, no, what if it was, you know, this person double crossed them, might have taken the creative sopranos to have the relationship with the mother and Tony soprano and the psychiatrist, like, those were incredible breakthroughs that he had, I don't know how long it took to David Chase, like, to come up with those. But you know, maybe you know, he could have had seven other ideas for sopranos episodes, right? That would be really interesting. I would love to watch more sopranos episodes. And if they could do it all in AI, and give me Oh, man, oh, SPEAKER_02: man, to get one more season of sopranos, or just to fill in one episode per season. Just give the SPEAKER_02: AI you know, but I don't know how many seasons that lasted but it was it was under 10. I think SPEAKER_02: just give her each season and just say, Can you give me 10 more minutes per episode of awesomeness? SPEAKER_02: And I could watch it with some things I didn't remember, but 10 more minutes of backstory. Give me like, so good. It would just be so like, I wouldn't fill my bucket. SPEAKER_02: I would fill my bucket, I would be really happy. And that's what I think like, you know, we're on the cusp of here is like, yeah. So anyway, I give this a I give this a B plus just for efficiency. I'm not even going inside. I think it's a hard problem. I think it's a very hard problem. SPEAKER_01: Yeah, I'm a neo AI being used. Okay. All right. Last one. So Apple this week released a model SPEAKER_01: designed for modifying images. All right. We had talked about that this was coming. SPEAKER_02: Yes. And so the reason. Yeah, exactly. And so the reason I want to show this is we can imagine SPEAKER_01: because we have a bet going on what we're going to get in the next iPhone. And so basically, you know, I took a picture and I won't run it here. And I just did a simple one remove the background. And what this model does is two interesting things. It removed the background. And it also kind of gives the expressive instruction around what was required there. So we've seen things like this before. But Apple coming out and putting this out there means it's a little teaser. It's a new way to do it. Yes, of what's coming our way. SPEAKER_00: SPEAKER_02: Follow the breadcrumbs. So yes, is doing Maggie Maggie is their image processing open source AI. SPEAKER_02: Yep, you can do things like their model. If they're building this model, and they're doing SPEAKER_02: it, that means you're going to be able to go into Apple photos on iPhone 16, I would predict, and say, Hey, for this photo, can you remove the background? Can you brighten the faces? And can you? Yeah, whatever, you know, make it crispy or something or change, give me some ideas of better lighting. And that would be built into the iPhone, and they'll probably have an AI chip, SPEAKER_02: or your Maggie will be built into your phone. So you don't have to go up to the cloud to do this. Yeah. Oh, that's what you believe. You believe this will run on a phone. Yeah. And that's part SPEAKER_02: of our bet for whatever it is June 1, exactly. Right. This weekend startups.com slash bets, you can look up our fats. But yeah, so this is going to be down to the wire. We know that it's SPEAKER_01: SPEAKER_02: coming. Yes. Just explain to the audience what it means to have a language model, slash language model plus chipset that can do this kind of stuff on a phone. What would that mean? You know, for consumers? You know, why is it important? Explain it to people? Well, I think we're gonna get a SPEAKER_01: following. I think you can get like sort of unlimited memes. And so I think you were trying you were asking about this in one of our chats the other day. And so I just did this right now. Give the man a mustache. Yes. So how about give him a mustache? Give him a goatee that looks SPEAKER_02: realistic. That's not funny, you know, like an actual because he gave me like a character mustache, but give it a Ted lasso mustache. That would be funny. Give the man a head lasso SPEAKER_01: mustache. Yeah, this would be interesting if it knows what Ted lasso is. Yeah, here it goes. And SPEAKER_01: it's running. What is this running on your MacBook or in the cloud? Someone just posted SPEAKER_02: this in an unhugging case. Exactly. It's a hugging face running this and it's taking looks like about SPEAKER_01: SPEAKER_02: 30 seconds to do it and it gave me that is not a Ted lasso. So more work to do. But that's what's SPEAKER_01: cool because they're putting it out there because they're going to get this feedback. And that's a SPEAKER_01: different thing from Apple. And it shows a generative AI is about you can't do everything inside a box. You've got to be open, you got to embrace open source, got to get feedback from the developers open source is going to win. Open source is going to SPEAKER_02: win. You heard it here first. I think that what this means is like stable diffusion at 10 billion or whatever. I don't know what valuation they had. But these these models are going to be open source. And if they're open source, and remember open AI when closed AI and they're not giving the SPEAKER_02: code or the weights, right? The only person who has the code in the weights is Microsoft because they put 10 billion in because of their deal. Correct. Because they're dear. So Microsoft SPEAKER_02: has the source code, I think in the weights. Yes, from opening AI. That's the reports. Now, meta and Apple, two of the magnificent seven are putting all of this out open source. Google is not open sourcing their Gemini bar stuff, right? That's proprietary. Amazon doesn't have a large language model. They might be participating with other folks. Yep. So and Tesla's model for self driving is obviously proprietary. I don't think that that's open source. It can't be. So the question is, does Microsoft versus chat GPT beat? Can chat GPT SPEAKER_02: open AI on Microsoft that duopoly? Can they beat Apple and meta? Open source? Your answer? SPEAKER_03: No. Wow. Wow. Stunning. Yep. Snap. Snap. You snapped it. You called. SPEAKER_02: You shoved all the chips in. You believe meta and Apple will beat the mighty Microsoft open AI SPEAKER_02: duopoly. And look, we've seen this movie before. Operating systems, Microsoft, you know, Sun, SPEAKER_01: SPEAKER_01: all that seeds to Linux, right? From what's powering almost everything out there, some, some type of Linux base, right? Saw it in databases. We saw it in programming languages. We've seen this movie through our entire history. It's very hard to have a proprietary SPEAKER_02: platform model beaten open source one. Now for desktops, Microsoft, Windows and Apples. Apples is built off of open source. Open source. It's like a Unix base. Yeah. BSD. But Android's SPEAKER_02: open source. Right. And yeah, it seems to me, Android dominates the world in terms of phone. SPEAKER_01: Apple gets all the profit from iOS being closed. But I think that was sort of, um, SPEAKER_02: SPEAKER_01: you can't win it every time. Yeah. You can't expect it to win every time. But in this case, SPEAKER_02: I think I have to agree with you because knowing what I know about startups, if you're a startup, SPEAKER_02: yeah, you're going to use the best product available, which is chat GPT for right now. But long term, you're not going to want to be tied to their whims. And they could change the rules on you. And so you're going to probably which we like, you know, like, listen, Oracle's great. Oracle databases run like some very sophisticated stuff. But I watched as startups used Hadoop, whatever. MySQL, you know, there's a whole series of open source database stuff. And so you know, to see a, oh, there you go, put some glasses on them. What kind of glasses are those? I don't know. Oh, we'll just have to put sunglasses on. Yeah. Yeah. So, you know, I think Apple doing this is, um, if you're behind, you go open source is what I've always said. If you were trying to catch up, you want to create chaos and you go open source. So I think Apple SPEAKER_00: SPEAKER_02: and meta are behind. So they go open source and they also have locked in with their brands. So it makes total sense. What did you think? I didn't see the Microsoft copilot ad. There was a copilot ad. How was it? It basically was a direct competitor to, Oh my God, that is not so SPEAKER_01: Ray-Ban sunglasses. You have sun. Yeah. You don't have sunglasses. So we're going to have SPEAKER_01: cause you have to be able to create them on your phone. Yeah. So what we it's going directly after SPEAKER_02: what, what is Microsoft copilot going directly after the chat GPT? Like it's a, it's a full SPEAKER_01: experience that you couldn't really differentiate at all. So now I'm going to have to make a SPEAKER_02: decision. Am I paying for Microsoft copilot? Am I paying for Claude, PO or chat GPT or Gemini? Cause now I'm paying for all of them. Correct. Correct. That's where we're going. Isn't it so SPEAKER_02: weird that copilot Microsoft co-pilot is built off of just playing it here. Yeah. Oh, here we go. SPEAKER_02: Yeah. Yeah. I didn't see it. Let me tell you, we could keep, keep talking, but like I just, SPEAKER_01: or build something. Yeah. Yeah. Whoa. Whoa. Whoa. Whoa. They say I'm too old to learn something new. SPEAKER_02: Yeah. Too young to change the world. Yeah. So they're really going after the consumer use case. Right. That's what we're seeing here is there. They want to go after the consumer. SPEAKER_01: This is all, you know, generate images. Oh yep. Here we go. Yep. Right. Right. Color for my 3d SPEAKER_01: game. Wow. They're literally just basically Chris mean organic chemistry. SPEAKER_01: So when you see this, did they SPEAKER_02: pull the rug out from chat GPT by buying into it and saying, we have the rights to it. We're going to make a consumer product and then try to beat them with the consumer. Cause it's the same product with a different wrapper. And Microsoft has massive distribution chat. GPT doesn't. Correct. I think that's the case. And you know, the only thing we don't know is, SPEAKER_01: you know, the deal that they've struck, is it for every model going forward? Or is it just for the existing models? Is it just for the next one? I think what's going to be really interesting in that relationship, especially after seeing that ad is how they co-exist because before what was being sort of outlined was Microsoft was going to do enterprise stuff and, and open AI would go after startups plus the consumer. Now it's, you know, game on, game on, game on. And is Microsoft SPEAKER_02: charging for co-pilot? Is it like 20 bucks a month? Right? Heads up against chat GPT? Or are they going to just make it free and just, I think it's been free so far. I don't know if they have a SPEAKER_01: plan, but so far it's been free. So if you willing to go get a Microsoft login and do that, it's been free. So you don't have to use GPT for. Yeah, that's wild. Yeah. I mean, it's really interesting, SPEAKER_02: like I say, as a chessboard, because remember this also, when Sam Altman was ousted as CEO for 15 minutes, they were all going to go work at Microsoft. So Satya was going to hire them all, which means Satya, maybe Satya is hiring them all, or maybe he's just hiring people. And then he builds up his team. And then when he gets the team to a certain level, it doesn't matter. So maybe like he did this interim deal, I put 10 billion into it, but I know this is a trillion dollar opportunity. Yeah. So I just get the code base, I get the weights, and then I just replicate it and build something better. Yeah. Very fascinating. Very fast times. Yeah. Well, and then also, SPEAKER_02: you just think about bundling, right? Microsoft bundled the browser. And we've seen this movie SPEAKER_02: before. So they bundle copilot. And it's just like, it's everywhere, because I got the little copilot on my desktop, my Windows desktop. And then Apple, if it's just built into the operating system, I don't know if Apple is going to just make Siri their copilot. And then where's Amazon SPEAKER_02: and all this with Alexa? Why can't Amazon get Alexa? They I mean, shouldn't they just rebuild Alexa with a language model and just start over? There was an article a little bit recently, SPEAKER_01: they let go of a huge chunk of the Alexa team. Right. Yeah. And I think that's what they must be doing. Right. They must be preparing. Yeah, perfect example of being too early, right? Siri SPEAKER_02: and Alexa were too early and didn't work. And I worked in like constrained environments. Did you get a vision pro yet? Apple vision pro yet? No, you know, I listened to pick my so I did the same SPEAKER_01: thing. And I went to the Apple store to buy it, which they would let me buy it. But they wouldn't let me try it. Huh? I said, Well, can I just try it? And it's kind of like, I was a little bit like perturbed. Yeah, like, I'm like, you want me to spend 3400? And they're like, it was on the Saturday, you know, came out on the Friday. So they have them available, because they're expensive. And I was like, I'm willing to do it. And, you know, I built a company do it. I'm getting mine. Just go buy it. If you want to pay for yours. So Oh, yeah, sure. So I SPEAKER_02: said thank you for you. I said thank you for you doing this. And I don't pay you for this. You're getting a lot out of it with your but I get more out of it, I think so I will pay for your submitted invoice to us and we will pay for yours but you got to use it. And I want to incorporate Mondays will be AI and vision pro demos going forward. Vision for AI is one vision pro. How SPEAKER_00: SPEAKER_02: about that? Is that a good ratio? four to one, three to two? Okay. But I just want to because I think it's the real deal after hearing Friedberg who's like, oh, you know, he's a bit of a weirdo. You know, I mean that in a good way, you know, like, freeberg got a good sense for like, weird shit, I think. And a good use case, like for work. Yeah, I'm going with freeberg on this one. SPEAKER_01: SPEAKER_01: SPEAKER_02: I think freeberg knows what he's talking about. And I think you and I doing the demos for both of these emerging platforms every Monday, makes us even more people tell me that Mondays are essential listening for this week and startups. And if we do this, maybe I mean, you're gonna wind up being the co host here because it might be we have to do vision pro one day and AI one day, and you're gonna get nothing done like me. I mean, yeah, we'll go pick it up by it. Send us the bill. SPEAKER_01: SPEAKER_02: I'll pay for it. And then we don't have to have the cognitive. I was ready. I was ready to buy SPEAKER_01: it. I just wanted to demo it. I was like, let me try it out. I know. I just don't want that. Don't SPEAKER_02: be a you know, I get it. I get what you're saying. But you know, it's kind of like, we got to make the jump here. It's clear that something's going on with this. Okay, there's something going on SPEAKER_02: with it. And I think it's a desktop replacement. That's what my position has always been is this is a desktop educational replacement, I think. Yeah. You know, and then let's see if we can do an SPEAKER_02: episode. Okay, inside of it. Let's see. Actually, here's what we do. This is what we should attempt for next week. Yeah. We do the AI demos inside of the vision Pro and we release it. So like idiots, SPEAKER_02: we wear the we wear the goggles on zoom on our desktops, but we do the demos. I don't know if there's a FaceTime feature or zoom inside of it renders your face and all that. Yeah. Could we do SPEAKER_02: the demos and record the demos inside of our vision pros and then stitch it together. So like the demos we did today you and I looking Yeah, you know, it would be on like a screen or something right. That probably looks terrible for the audience, but it'd be interesting. We'll give it SPEAKER_01: SPEAKER_01: a try. Okay, so we have to do some prep. We'll see you next week. Bye bye.