SurvAIval Insights #28_04

Hello, my ro-bro fellas!

Fast weekly summary

• A potential AI bubble is coming?

• OpenAI is flirting with a new AI health coach and natural security, while the board will finally not have Microsoft and Apple

• Defining the 5 steps from AI to AGI

My mini survAIval insight of the week

So, I just finished "The Coming Wave" by Mustafa Suleyman, and the main takeaway is this:

“Chaos is coming, even if we do something about it.”

Nope, it is not a philosophy book, even though the author studied it in university (as well as theology). The book discusses how technology has transformed us throughout history and how powerful it can be for both good and bad.

Nothing new.

Now, add AI into the mix. The book ignites a healthy conversation at a time when our well-being depends on how we treat ourselves more than ever before in history.

Take a look at the video I made about it if you are interested!

The chart of the week

Why are people talking about an “AI bubble”?

• High Costs vs. Low Revenue:

  • AI expenses are enormous while revenue growth is slow.

  • Microsoft Azure's 26% growth in 2023 included minimal AI service revenue.

  • OpenAI reported $3.4 billion in annualized revenue but had significant losses.

• Cost of AI Hardware:

  • Nvidia H100 chips cost around $30,000 each.

  • Sequoia’s David Cahn estimates $200 billion in lifetime revenue is needed to break even for current GPU investments.

  • The financial gap has reportedly tripled, highlighting massive expenditures.

• Value Creation Issues:

  • Large Language Models (LLMs) are unreliable and pose data security risks.

  • Consumers need significant value, akin to services like Netflix, to justify AI expenses.

  • Success will come to companies delivering real-world value and maintaining realistic expectations.

See the report here.

On the other side of the coin, Google claims new AI training tech is 13 times faster and 10 times more power efficient

My News Picks

• OpenAI board will not have Microsoft and Apple as observers

• OpenAI partners with Los Alamos National Laboratory to advance "bioscientific research"

• OpenAI Defines Five Steps From AI to AGI

• OpenAI collaborates with Ariana Huffington to build an AI health coach.

• AI In Mental Health: Opportunities And Challenges

• China leads the world in adoption of generative AI and introduces SenseNova 5o China's first real-time multimodal AI model, directly competing with OpenAI's GPT-4o

• The LumaLabsAI team is less than 12 months away from real time video generation

• YouTube Music is testing a prompt-generated AI radio

• Major Russian bot farm uncovered spreading fake news

My Video Picks

• The AI-powered Era of Scientific Discovery Is Here

• Open-TeleVision: Why human intelligence could be the key to next-gen robotic automation

• Amazing what you can do with AI nowadays with a bit of humor!

Tools and Education

• Kling, the Impressive AI video generator is now available as web version

• KitchenGPT is an AI tool for interior design lovers

I hope these insights, news, and tools help you prepare for the future!

Have a really nice weekend and week.

Stay kind.

Rafa TV

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