Big Technology Podcast - How People Use ChatGPT, Meta’s New AI Glasses, Can Jimmy Kimmel Be Canceled?

Episode Date: September 19, 2025

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) OpenAI tells us how people use ChatGPT 2) Practical guidance is the top use of ChatGPT 3) Is generative ...AI actually a threat to search given the use cases? 4) OpenAI has a very broad definition of 'doing' or agent work 5) The hidden impact of AI 'decision support' in the economy 6) People trust AI bots massively - is that bad? 7) ChatGPT's massive growth 8) Anthropic shares Claude's economic uses 9) Automation is surpassing augmentation for AI in work 10) Will Meta's AI glasses hit? 11) Can Jimmy Kimmel build an audience off-ABC? 12) Will the next Jimmy Kimmel be a youtube/rpodcaster? --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai Questions? Feedback? Write to: bigtechnologypodcast@gmail.com

Transcript
Discussion (0)
Starting point is 00:00:00 New data from OpenA.I. Ananthropic reveals how people are actually using their chatbots. Meta's new AI glasses are here. Are they the road to superintelligence? Plus, can you actually cancel Jimmy Kimmel? We'll talk about it on a Big Technology Podcast Friday edition right after this. Octane is the premier identity event, bringing together the world's leading minds to discuss the future of secure access. Instead of consolidating security into a single platform, a modern identity security fabric is the key to universe. identifying your defenses. At Octane, you learn how to extend that fabric across all types of identities, including the emerging threat of AI agents. Join in-person in Las Vegas from September 24th to 26th or catch the keynotes and sessions online. To register and see the full agenda,
Starting point is 00:00:49 visit octa.com slash octane. That's okaytta.com slash okaytanae. You're used to hearing my voice on the world, bringing you interviews from around the globe. And you hear me reporting environment and climate news. I'm Carolyn Beeler. And I'm Marco Werman. We're now with you hosting the world together. More global journalism with a fresh new sound. Listen to the world on your local public radio station and wherever you find your podcasts.
Starting point is 00:01:30 podcast Friday edition, where we break down the news in our traditional, cool-headed and nuanced format. We have a great show for you today because we have a boatload of new data from Open AI and Anthropic looking at all the different uses of chatbots, some data that may settle some debates we've been having on the show for quite some time. We'll also talk about the rollout of meta's new AI glasses, some live demo trouble, but we'll talk about where the product is going. And we'll also discuss the canceling or the pausing of just. Jimmy Kimmel's show and really whether cancellation has the same meeting these days, given the outlets available online to continue the conversation. It's going to be a great show. Joining us as
Starting point is 00:02:10 always on Friday is Ron John Roy of Margins. Ron John, great to see you. Good to see you. I can't believe it. Open AI just lifted your blog post. Three ways people are using generative AI. We're going to get into it. But when I was reading that research, oh man, I was like, did GPT5 just in just the big technology blog and come up with, here's how we want to structure this. I have to be honest. I read that and I was like, that is the three faces of generative AI post just coming out in Open AI research. So I'm so excited to be able to talk about the data because we finally do have some real data. And let's get right into it. So Open AI releases this post this week, how people are using chat GPT. I, of course, was like, well, what's going on
Starting point is 00:02:57 with the companionship side of things? And we actually have. real data on that as well. But here is, here's directly from the post. It says chat GPT consumer usage is largely about getting everyday tasks done. Three quarters of conversations focus on practical guidance, seeking information and writing, with writing being the most common work task, while coding and self-expression remain niche activities. Practical guidance, seeking information, and writing are the three most common topics and collectively account for nearly 80% of all conversations. Practical guidance is the most common use case and includes activities like tutoring and teaching, how-to advice about a variety of topics, and creative
Starting point is 00:03:41 ideation. So, Ranjad, I just want to turn this over to you. What do you think about the fact that these are the most common use cases of chat GPT? And I'll just add on another question because why not? When I saw this, I said, you know what? Chat? Like, chat would generative AI in search have always felt like completely different things to me. And maybe this is some evidence for like this bigger overriding question of is Google Toast why Google is seeing the success it is and why generative AI might not be the direct threat it was portrayed as for so long. I'm going to push back on that.
Starting point is 00:04:17 How do you see practical guidance and seeking information is distinct from traditional search? Like wouldn't that be the main or at least a very large, component of overall traditional search okay good point seeking information definitely is search right that is without a doubt search but the fact that practical guidance is number one like I think there was a a misconception that AI was going to be just like search redone a refactoring of search and it's probably led by publishers who are like where's our traffic going but the fact that practical guidance is number one where you can go to and we're going to talk about it more but you can go to to chat GPT and say, I'm facing this situation. What should I do? Whether that's a work
Starting point is 00:05:03 situation, a health situation, a relationship situation, getting fit, which we're going to talk about. That to me is a brand new use case. You just have not had that online at all. No, no, no, no. If you think back, there was, I remember in the like 2000s or early 2010's media and startup days, there was entire, there's one Howcast where it was just, just all short form video that would just do how to videos, like how to do basically small elements of practical guidance. So, so there was, this was a core component, especially like very SEO optimized traffic. Again, every publisher that was trying to like pull in traffic. It was around these how to questions. So, so I think I would still.
Starting point is 00:05:51 That's exactly the point I'm making here, which is that this has been a, the belief that that AI is the natural inherited search has been driven in part by people who work in publishing, which is a place that the narratives tend to come out of, who said, we've done this before and this is search, and this is taking search. The difference is you had to create all that content on Howcast. This is a technological solution to practical guidance. And that's emergent. That's something that we haven't had previously. It's brand new. And so to me, this idea that it's a technology replacement to search comes second to this idea that this is a brand new technology layer on the practical guidance front. And in fact, I would say, maybe this is
Starting point is 00:06:37 controversial, but I think this does a better job than those Howcast and E-HOW. And no offense to anybody who's worked on those websites before, they are a creation of SEO. They would not exist without Google. And they're not very good. Like, I don't think anyone, you know, going, giving their, you know, coming back to a college giving the commencement address, somebody's super successful, you know, it says, hey, I want to just thank the people at E. Howe, you know, they had all these lot of problems. And I figured out everything on EHOW. No, it was just like, it could get you maybe two-thirds of the way to fixing your sink. When I look back at all the success I have achieved in my life, I would like to thank E-HOW, Howcast, Ask Jeeves, and all the above. Yeah, I think the-
Starting point is 00:07:22 Students, students, you may be asking how, but you should be asking e-how. We're dating ourselves for any Gen Z listeners here, but there was a time that these websites were large and dominant. So, okay, so one thing I'll start to kind of, if we dig in further, practical, the way they start to distinguish these things, I still found a little difficult or problematic. Again, what is the difference between practical guidance and seeking information? Like, there's going to be a lot of blurry lines in there. Writing, I think, is fairly consistent. But to me, they had gone another level deeper. So they had, those is one categorization.
Starting point is 00:08:05 But then to me, going back to your blog post, they had three patterns within messages, asking, doing, and expressing. about half of messages 49% are asking and then expressing doing is 40%, expressing is 11%. These fit very neatly into our discussions, your blog
Starting point is 00:08:28 post, thinking, doing, and companionship. So I think they start, it's kind of amazing that they're starting to see the world in the way that we've been talking about this, thinking, doing companionship, or asking, doing, and expressing. The only thing for me
Starting point is 00:08:44 I want to start kind of like, I want to hear your thoughts on the way they define doing is not how I define it. They define doing is getting help in doing some kind of process, like getting help drafting text or planning or programming. The way I've been discussing this is to me doing is actually going out and doing it. I had a complaint with Delta about luggage a few weeks ago and I had ChatGPT write the email and tell me where to go. but it didn't send the email. So it's almost there, but to me, that is the real doing. But otherwise, I'm glad they're starting to look through this in the same way we are. Well, that's a great point.
Starting point is 00:09:25 And I'm going to take it one step further, right? So these are the tasks that people are coming to generative AI or chat chip PT for. 49% is asking. That would be my thought partner category. 11% is expressing. What it should open AI says is captures uses that are neither doing asking nor doing usually involves personal affection or exploration and play to me that's companion obviously now doing should be agent right and you're saying that their categorization of doing is
Starting point is 00:09:58 actually much broader than you would use for agent and i would agree it seems like some of these things like using the chat bot for drafting text let's just go with your definition if it's not calling a tool it's just like normal lLM behavior so i think that what they're doing in this study is expanding their agent category to encompass more than it really should, and I wonder what's why they're doing that. I think I have an answer. I think what we're seeing in the numbers here is the vast majority of activity within chat GPT is really thought partner. It is a thought partner tool, and the agentic stuff, of course, is super early, but they didn't want maybe the numbers, and this is maybe somewhat conspiratorial, but I stand by it.
Starting point is 00:10:44 They didn't want the numbers to show how deeply into thought partner they are when they just released a product, GPT5, not only released, tuned their product to the agent use case. To me, this explains why there's been so much uproar and disappointment and disconnect between the people who've been using the previous models and the people using GPT5. OpenAI had a thought partner product, and they turned it into an agent product, which is, by their definition, a minority of the uses. And as you look a level deeper, a very small percentage of the uses. And that to me is, I think it's a problem. And that's why I think these companies are going to have to have clarity over which one they're going for. You cannot really do all three. Maybe you can do it in the same product, but you definitely need a switcher. Yep. Okay. And I, I'd like this. I don't think that's even conspiratorial. Actually, I will say, I do wonder, like,
Starting point is 00:11:46 because this was presented as a research paper, you know, as a PDF in that Times New Roman font, and like it just looks like a research paper, you assume there's no marketing hand kind of overseeing it, whereas if this was produced as a slick PDF, like from a Google, you would just be like, okay, whatever, this isn't real. Or it's just marketing. And I actually do one, how that gets, like, politically divided within an organization like Open AI, because all of the findings really do help push their business case. Like, there's, again, like, as you said, giving that looser definition of agentic with doing makes it seem like they have very distributed use cases, and they are moving towards this world of agent, but where in reality, as we're
Starting point is 00:12:36 discussing they're not they also have nearly half of messages come from users aged 18 to 25 so guess what we're capturing the younger demographic they have demographic gaps are shrinking that now women are using it as much as men which I kind of found interesting that I was the lead finding in this in this study yeah and but they were very clear that it was like with using traditionally feminine gendered names like they're like we don't actually have data on you don't worry but we're using just we're gonna tell you exactly how people are using our product down to them a new like tiny little percentage okay exactly exactly and then they have like emot they said emotional companionship are rare they said only 1.9% of messages are about uh relationships and 0.4% role play that's a there's the companionship we're talking about but you know like it's one level deeper than companionship. Let me tell you. One asking for help, the other, getting into the roleplay. But overall, like everything, oh, they even had like geographical, like lower income countries are starting to use this more. So it's positioning it is this beautiful democratizing force, like bridging the wealth gap between nations.
Starting point is 00:13:55 So overall, like the more I was looking at it, I'm like the greatest form of content marketing you can do is make it look like a research paper. and then suddenly just adds so much credibility to it. Yeah, look, I have no doubt that researchers worked on this, but we cannot, it's just one of those things when a company releases research, you have to look at it with a, I don't think you don't believe anything you read. You just have to like read between the lines a little bit and you can get some good data.
Starting point is 00:14:24 Like I'm sure that part of this really does reflect the way that that chat GPT is being used. Like the idea to me that most of it is, is this thought partner use case, that makes total sense to me. It's totally tracks with what I've been thinking about, about the bot. But you do have to say there are certain narratives
Starting point is 00:14:46 that they want out there, and you're right, if you put it out as this research paper, it does do a better job of advancing those narratives than a thou does protest too much blog post saying only 1.9% of chatchabit messages are in the topics of relationships and personal reflection. And in fact, this study,
Starting point is 00:15:03 I initially, you know, found out about this study because I think one of our listeners tagged me on Twitter and said, oh, hey, look, only 1.9% are companions. And I had been sort of beating the drum saying that companion, you know, is one of the leading use cases. Maybe I even said it was the number one use case. I might have to revise that after this show. Well, it was an HBO article that seemed to suggest that. And that HBO article was also cited in this open AI study.
Starting point is 00:15:31 So I think they give some credence to it, even though they found something completely different. But I would say after reading the articles that have come out about OpenAI and listening to the podcasts about OpenAI and how people are building relationships with Chad ChiPT and that's unhealthy, let's just say this. If I was a researcher at OpenAI, I would do whatever I could. And maybe this is me getting it completely wrong. I'm open to that. I would do whatever I could to minimize that use case. I would say there's only a small percentage of people that are falling in love with chat GPT. And by the way, let's just do our building relationships with chat GPT.
Starting point is 00:16:09 And let's just do the back of the envelope math here. Because we have 700 million users of chat GPT. And so this would say 1.9% of people have some sort of relationship with them, I think. So that would still leave us with 13.3 million people weekly having a relationship style. conversation with chat GPT. Obviously, it's not the overriding use case, but that's still a shit ton of people. Oh, actually. If you look at it, it's 18 billion messages per week. So I just did, that's 35 million relationship messages right there per week. Can we can we back in the envelope figure out how much it's costing open AI to serve these online boyfriend and
Starting point is 00:16:56 girlfriends? Well, actually in the world. Well, they're going to burn a hundred. Go ahead. In the world of, it's also funny because like in the world of GPT5, where you could have a simple non-agentic answer that can keep things going, instead it's going to do some like multi-dimensional, multi-layered thinking that's just burning tokens just to say, that's a great answer. You are so smart. Well, you know, it is interesting because you do get, I really, I mean, maybe I should just do a test, but I really wonder how this agentic, you know, we talked last week about. how GPT-5 always asks, like, do you want me to do this for you? And like, right, your friend at the barbecue where it's like, where you said, hey, are you flirting with, with Chad GPT? And it's like, hey, I can be more flirty if you want. Like, I do wonder when you get deep into those role plays, like what chat GPT is actually
Starting point is 00:17:48 suggesting in terms of the next step. Someone for research go out. I just can't. I just, that scares me too much. Actually, that's where I feel like, yeah, we need that story out there of someone who actually goes down that rabbit hole. Alex, I'm not going to say. I'm nominating you.
Starting point is 00:18:10 I'm not going to say I'm going to do it, but I'm also not going to say I'm not going to do it. If I don't have a story for next week, I may have to desperately start to try to go into a role play with chat GPT and see what happens. God help us all. There was also another interesting speaking of stats here. Another interesting stat, they say 4.2% of chat TPT messages are related to computer programming compared to 33% of work-related Claude conversations. It's interesting how they have that qualifier work-related cloud conversations, but even still, I think what they're saying with this is, hey, we've really been working on coding and we have a lot of opportunity here on the coding front, given how intensely, how intense Claude is used for coding.
Starting point is 00:18:57 and sort of how it's still emerging as a use case for us. Yeah, I agree. That one jumped out at me. And we have been talking about this for months now. And I think both of us have agreed that like Claude essentially pivot towards coding as like a core use case in terms of monetization has actually been a seemingly successful one as they've been just like ripping through revenue growth. But but yeah, it felt like as the new Codex product came out,
Starting point is 00:19:27 Like, this is another one like, hey, everybody, we have plenty of opportunity here. And Claude's already a little bit saturated. So, so it definitely, again, this one felt like one of those very, very convenient statistics that was put out there. I'll say, though, actually, no, this one, and I wasn't surprised by it either. Because, again, I feel everyone I speak with, chat GPT is not the default for coding assistance. in coding help. So this made sense. That's right. Okay, let's talk a little bit about work versus not work. 30% of consumer usage is work related and approximately 70% is non-work.
Starting point is 00:20:11 That is interesting to me. Yeah, I think, but again, how this stuff gets defined, I think is, is difficult. But also, I think we've said before that they have to win consumer. they position themselves as they're going to win consumer. And they are leading in consumer. So I think this also still kind of helps drive that narrative too. And apparently that it's up from 53 to 70% that is non-work usage. So they're showing that this is growing in importance.
Starting point is 00:20:44 Everyday people are using chat GPT, which I, again, flirting with it while it's telling you how to grill on a Labor Day weekend. Like, I'm going to call that non-work usage. So overall, I think that one seems clear to me. There's one last part here, which I think is worth talking about, because they particularly call out this decision support side of things. And I think it's very interesting. So they say a key way that value is created is through decision support.
Starting point is 00:21:13 ChatGPT helps improve judgment and productivity, especially in knowledge-intensive jobs. And as people discover these and other benefits, usage deepens. with user cohorts increasing their activity over time through improved models and new use case discovery. A couple things on this. First of all, they are saying that this is a way that chatbot productivity is actually you can't see it in GDP numbers because it's not like a clear activity, but they say that
Starting point is 00:21:42 this is actually already making a difference in terms of economic impact. The other side of it is the fact that they're highlighting this and practical guidance so prominently in this study just suggests to me that I don't think we have fully grasped the level with which people already in the year 2025, three years, nearly three years after the release of chat GPT, we trust these things. We do. We trust it for guidance in our personal relationships, in our work world, everything from our health to, um, how to, you know, write an email inviting people to a party. For instance, I just wrote an email inviting people to a party.
Starting point is 00:22:30 And I just screenshoted it and dropped it in Chat Chepti and said, how's my subject line? And it like suggested three different subject lines. I'm not really the, I don't have a lot of experience inviting people to parties, but ChatchipT has a lot of that baked in. And I was like, you know what? Your subject line is better than mine, copy paste, and away it goes. And the RCPs are flowing in. So just the amount of trust people have in these bots is unbelievable already.
Starting point is 00:22:55 Is that doing? Is that doing right there? Or is that thinking? Well, the bot's not doing it. I mean, maybe the bot is. I would put that in thought partner. Yeah. So that's where, but I'm guessing that would have been, that would have been categorized as doing
Starting point is 00:23:09 in the, in the open AI context. I also, that is an interesting point around how GDP and traditional economic metrics aren't capturing any of this. because they're only going to capture, I guess, improvements in output, but all this, and this happened, I feel like in the early digital days where there's all this discussion around the time spent posting on Facebook or posting on Twitter or all these kind of things actually created very little economic value. And it was more where people were just spending time and energy.
Starting point is 00:23:46 And I think that's actually going to be an interesting as people. just spend more and more and more time with AI chat, like what that actually means for overall measurement of economic activity because none of it is going to be captured. Yeah. Other than your addition, other than your better converting subject lines to get people to the party, that'll be captured certainly.
Starting point is 00:24:09 That will be captured. Yes, and drink served. But what do you think about this idea that people trusted already? I mean, for all the, and is it trustworthy? Go ahead. Okay, two separate questions there. I think, do people trust it? Yes.
Starting point is 00:24:26 I mean, undoubtedly everyone, I think we definitely have crossed the inflection point of all my normie friends using chat GPT regularly or using some kind of chat bot, Gemini, Claude, whatever, in day-to-day personal life and just asking it questions. Is it trustworthy? I think, I don't know, it's still talking. because like hallucination, I still very clearly get hallucinations on factual information if the quality of information around the query is not good. So it's certainly not trustworthy around more niche topics or things where there's
Starting point is 00:25:07 kind of like conflicting information out there because it shouldn't be trustworthy. That's not how an LLM is meant to work. So I think that could be more of a problem going forward. But still right now, everyone's in the kind of honeymoon phase. What about you? That's right. I do think it is very interesting. I can't tell you whether it's good or bad that so many people trust it.
Starting point is 00:25:31 I don't know yet. I don't think we have enough data. I have found it to be trustworthy to a certain extent. For instance, like in situations where I've been sick, I've said, give me a day-to-day of where my health. is going to be on Monday, Tuesday, Wednesday, Thursday of this week. And it's been pretty accurate. And it's been able to sort of help me figure out what to do, how to plan things, you know, when to take it easy, when not to. And that's just one small use case. I've found it to be, obviously it hallucinates, but it gets stuff right so often that I found myself trusting it more
Starting point is 00:26:13 and more. And it also goes back to this Matthew Prince thing, the CEO of Cloudflare that came on a couple weeks ago. And he said people used to click out to the links. Now they trust the bot so much they don't even care about the footnotes anymore. I think we're getting to that point. Yeah. And I think also is the web dead? Is the web in secular decline for any long time listener will know this is something we've debated regularly. I think just so much the web actually became less trustworthy or just overly SEO optimized or just unusable that people are actually just excited that there's something that cleanly gives you an answer that at least seemingly or is fairly accurate. So people are just excited about that.
Starting point is 00:26:58 Yes, but the one tragedy here is that EHOW is relied upon less. So I expect us to produce a generation of less capable leaders because of this. Let's bring it back. EHOW.com. EHOW. Maybe they should merge with chat GPT. By the way, one last thing. The usage numbers, which they included in this report,
Starting point is 00:27:17 with some really, like, kind of key data points in terms of how people have used chat GPT. It is fascinating. So we talked on the show a lot in 2023, 2024 about, like, where's the growth of chat GPT? Is chat GPT flatlining? And you actually see that getting into mid-2020-4, it had not reached 200 million users. After people said it, you know, hit 100 million early 2023, which you look at the data and it's not quite clear that it did, at least weekly users. But then around mid-2024, you see a spike. So it crosses
Starting point is 00:27:54 200 million users in around July. 24, it goes up to 300 million in around January, 24. This year, it's on track to hit 800 million weekly users by the end of the year, maybe even more, maybe 900 million. That is astonishing growth. And I have never seen this. in any product ever before. And to be honest, not even close. No, I agree. And again, you see it. I think like with a lot of technology, when it really is in front of you day to day, in front of not just early adopters, but, you know, even the iPhone, I remember I stood in line for the first iPhone and I was made fun of it my work by people who are like, why are you standing in line for a phone? It was a solid like five or six years before you saw it just
Starting point is 00:28:47 ubiquitous. And this has become a lot, lot faster where it's just fully immersed in everyone, my parents, pop culture. It's just out there. So I'll give, and it's a testament to just how revolutionary the actual products are. That's right. Yeah. It's in South Park. So it's in South Park, which was canceled. There we go. South Park was canceled this? No, no, no. It was canceled this week? They removed that they did not air their new episode. And they said that they said that they did not have it done, which is just odd. That never happens. Yes.
Starting point is 00:29:30 Okay. No, I mean, yeah. Anyways. We'll talk about more media weirdness after the break. And if you enjoy data about the chat pots, we have more coming your way as we get into the numbers that Anthropic shared this week. It seems like it's AI usage data week here on Big Technology Podcast Friday edition, and we'll do more of it right after this. You're used to hearing my voice on the world, bringing you interviews from around the globe.
Starting point is 00:30:00 And you hear me reporting environment and climate news. I'm Carolyn Beeler. And I'm Marco Wurman. We're now with you hosting the world together. More global journalism with a fresh new sound. Listen to the world on your local public radio station and work. wherever you find your podcasts. And we're back here on Big Technology Podcasts Friday edition.
Starting point is 00:30:26 All right. So first half, we talked all about this fascinating data from Open AI. I feel like that could have been an entire show on its own. Really fascinating stuff. I do love it when these companies published the data. Even if we have to question some of their motives, it's always very interesting to get a picture of where things are going. and we have more data from Anthropics.
Starting point is 00:30:46 So Anthropic released its economic index report this week. They say uneven geographic enterprise AI adoption. A couple of interesting stats right off the top in the U.S. alone. Anthropics says 40% of employers report using AI at work up from 20% in 2023, two years ago. Such rapid adoption reflects how useful this technology already is for a wide range of application. its deployability on existing digital infrastructure and its ease of use by typing and speaking without specialized training. Rapid improvement of frontier AI likely reinforces fast adoption along each of these dimensions. Here's a little history lesson they give us.
Starting point is 00:31:29 Historically, new technologies took decades to reach widespread adoptions. Adoption electricity took 30 years. The first mass market personal computers reached early adopters in 81, but did not reach the majority of U.S. homes for another. 20 years, even the rapidly adopted Internet took around five years to hit adoption rate that AI has reached in just two years. So, Ranjan, turning it to you, what are we supposed to, what should we make of the rapid adoption of AI? Is it just a nature of the fact that it is so easy to use as Anthropic is suggesting here? And does that mean we're like the, you know, we should be more skeptical
Starting point is 00:32:06 because it's been adopted so widespread and we're still trying to sort of find out what the ROI is or, is it just a bullish sign because there's been such enthusiastic adoption that it's just going to get crazier from here yeah it's the right question because like the moment you're like this is bigger than electricity and i think wasn't it sundar who said like it's the biggest thing since fire i was in the room for that i was in the room he was talking on an nbc show i think kair swisher was hosting it and he said it was bigger AI would be bigger than electricity and bigger than fire and everyone's Like, so this Sundar guy, he's on drugs. But it turns out that, you know, if you said it now, we'd have to at least take that seriously.
Starting point is 00:32:47 Bigger than fire. I think, so, yeah, the speed of it, I really was trying to think through, like, what would be the corollary? Is it electricity took? Because electricity is a very, like, heavy infrastructure type of innovation. So to actually diffuse it across houses or just people is going to take longer. I don't know. Like, if you think about viral apps, could TikTok be somewhat comparable, even in terms of scale and speed? Yeah, I don't know.
Starting point is 00:33:20 It sounds exciting. It sounds big. That to me still, though, this like millennia, like looking at the context of like innovations over centuries in millennia, I'm still not there. I'm like, you know what? People are flirting with chat GPT, a lot more. but is it that revolutionary just yet we still have to wait and see i'll say this if i was running again these studies are marketing in some way they're also helpful and informative but we can't separate the two if i was running uh the publication of one of these at a company uh whose product
Starting point is 00:33:55 was taking off this way would i compare it to electricity and fire i mean hell yeah that my job was marketing i think i would um if i'm but i'm looking at it now am i going to say it as an impartial observer that it is. No, I'm not. But I do think that the fast adoption rate is definitely notable. And I think we'll probably have answers about what this technology will actually do sooner rather than later, given the investment and given the attention. And we have seen, so Anthropic didn't just give us some of this data about enterprise use. By the way, I think 40% of enterprise use, maybe that's on API side of things. We know that many more people are using as chat GPT within their organizations. But here's like some interesting data on what
Starting point is 00:34:38 Claude is being used for. So coding is still number one use case at 36%. But educational tasks have surged from 9.3% to 12.4%. And scientific tasks are now six point, they went from 6.3% to 7.2%. This is an interesting thing for you, Ranjan. Users are entrusting Claude with more autonomy, directive conversations where users delegate complete task to Claude have jumped from 27% to 39%. We're seeing an increased program creation and coding and a reduction in debugging, suggesting that users might be able to achieve more of their goals in a single exchange. So Claude being used for education, science, and more complete tasks, go do this, Claude, and then people trust it. Yeah, actually, and again, as we've discussed, those all very neatly fit into Anthropic strategic objectives. So as we get into these, it's like we know Anthropic is pushing
Starting point is 00:35:41 Claude into more coding, more kind of like educational scientific use cases and very conveniently. I will say I was just looking, they presented this research not in that academic PDF format, but actually as a blog post. So my one call out. anthropic, just make it a PDF that looks like an academic paper and we'll trust it more. But overall, it's all of this stuff I think is interesting. I think it's, it feels correct. Again, I don't know anyone who's using Claude that much in terms of the thought partner side of it. Other than my co-host of margins, John, he's been using, he's been, he's like a Claudehead for thought partnership through and through. But overall, yeah, I don't know anyone else
Starting point is 00:36:31 who's using it. So this all seems to add up. I unfortunately have some news to report to you here, which is that there is a big group that seems to be using it for thought partnership. And that is the U.S. government. The city that or a region that had the most clawed adoption per capita is Washington, D.C. So U.S. government seems like. like it's being run by Claude. Which frankly might be an improvement. I don't know what that says about Claude right now. Claude cancel Jimmy Kimmel.
Starting point is 00:37:09 Yeah, Claude is testifying going to be pulled up in front of Congress and has to answer some questions. Yeah, I wonder though, see, this is where the data gets kind of just questionable. Like the way they define per capita usage, I actually look, they had a formula around like total usage relative to overall population. And I mean, if you just have a couple of big federal contracts that are using Claude and DC is a smaller population density area relative to like, you know, and most other cities, that would skew that data completely. So I don't know. That one seems not the most easy to understand. Let's get to one headline that I think was pretty interesting that sort of got the most attention here.
Starting point is 00:37:59 And that is automation tasks are surpassing augmentation for Claude. They, sorry, Anthropics says 77% of business uses involve automation compared to about 50% of cloud users. And you look at the chart that they put together. and automation was actually a, was actually much less, 41% automation compared to 55% augmentation. I think this is in their V1. Today, automation has passed augmentation, 49% automation, 47% augmentation. So this idea that are people trying to augment or automate work, the study seems to suggest that automation is taking priority. However, I will just say that oftentimes you can automate work tasks and then free somebody else free someone up
Starting point is 00:38:51 to do something else is that an augmentation task no it's probably in the data seen as automation but it's actually uh it's actually the the same thing as an augmentation if you guys yeah no no no i i agree like again what does what is the definition of automation here because in reality i'm assuming it's mostly coding because like claude has some connectors that allow you to do stuff with other systems. I've tried them. They're not great right now. So I cannot imagine that at any kind of scaled usage,
Starting point is 00:39:26 like people are building these like complex agentic workflows using it. So I'm curious how they define that directive. I think overall as listeners can feel like when all these numbers just so neatly fit into the existing strategic narrative of these companies, I have a hard time just taking it at full face value. Yeah, and by the way, that's what we're here for. Like, we want to provide nuance in these conversations. We want to read it. We want to attack it with some perspective as impartial outsiders that you wouldn't get necessarily from someone who's just trying to push the company line. So I think overall, just to wrap this up, we both say this is interesting
Starting point is 00:40:11 data, I believe. And it is just a data point, I would say, and not the B.L. End all. And you also get incredible recommendations like put your findings into an academic style PDF paper and it will increase the credibility. I mean, the marketing agency of Roy and Cantroy is we're just doing work. That's one of the core offerings right there. Make your research look more credible. Put it in a PDF. Yeah, put it in a PDF. Listen, these are non-obvious things. Okay, we're running out of time. We have more things to talk about. So briefly, meta has the $799 glasses. We talked about it last week. I don't think we have to go into it too much detail this week, but we now know the truth here. Very interesting dichotomy during this meta event. Reviewers gushing over the glasses,
Starting point is 00:41:02 meta on stage, unable to get them to work. Now, sometimes that's because the Wi-Fi in an event space gets jammed, but it was very interesting to see this happening. To me, me big question here is that there's going to be a display on these cameras. Let's see. German says that over time, meta might allow people to offload some functionality to their eyewear that would normally be on their phone. So could this be a replacement for the phone? The display basically lets you have a viewfinder. You see what your photos are going to look like before you snap them. There's also live captions, live captions features that display is spoken words in real time including translation similar to closed captions on TV that's cool you can message you can
Starting point is 00:41:48 talk on WhatsApp there's going to be a music app powered by Spotify Instagram will initially only support direct messages but meta plans to add reels viewing later this year because that's apparently what you have to do on your glasses is sit back and watch a reel I'm kind of sounding like a hater I'm interested to use this technology we both like the Rayband metas I I just, to me, the idea of putting a screen in front of my eyes in a world that I'm already sucked in by computing too much is not very appealing. Okay, so this is where I am incredibly excited about this. I talked about it last week, but even from, and we'll get into the failed demo, but overall, like, this is exactly what I was hoping for. So for reference, I have the meta-ray bands taking photos, asking very simple questions to meta-a-I.
Starting point is 00:42:44 Otherwise, it doesn't get them, walking around New York. I love it. I also actually have Snap Spectacles, not like the AR spectacles. I'd been part of the developer program and had been testing them. So having an augmented reality screen, they're like big and bulky and they're definitely a developer product as opposed to anything kind of consumer. already I saw the potential and even like walking around there's different games you can play with it you can have different information feeds so it's still very clunky the snap version but still you can see where the the promises is so to me this is going to happen this is the direction I think the
Starting point is 00:43:25 screen again if you're watching reels while crossing the street that's not good if you have like a light bit of information in the 20 degree field of you and the far right of your lens that shows you a text message so you don't pull out your phone or stare at it as you're walking, which everyone in New York City does. I think that's great. So I think like that slightly augmented layer of computing, if it's done well, this could be massive. I remain skeptical, but I'm willing to try them and see what happens. I just, again, like, I want to get offline more, honestly. No, but come on. This is it, but there is the reality and there's the kind of like the hope. And, and to me, and maybe it's New York City more than other cities, but actually I was
Starting point is 00:44:20 just, I mean, in Paris and like, uh, same people are just, they have their phones out as they're walking around. And I think anything, and I actually loved that, and I am not the biggest fan of Meadow or its leadership for many years, but like, I loved Andrew Bosworth talking about, this is about keeping your phone in your pocket. That's what, that's exactly how I've seen this whole interface of computing for a long time. And they are, they're winning. They're winning right now and they're moving in the right direction as well. they said the same thing about the Apple Watch and I'm sure you've been with people who you're having a conversation with and their wrist buzzes and they look at it and it's some dumb
Starting point is 00:45:02 notification and it ruined the train of conversation there so yeah I will reserve judgment here am I looking forward to using them hell yes am I nervous also yes also and the social normalcy of like if you're in a conversation with someone and you see their eyeballs kind of like moving to the right in not looking at you? Are they, are they just like scrolling reels right there? That's, uh, it'll add some interesting dynamics to human interaction. I'm not going to remember all the parodies of Google Glass. It's like I'm on a date and I'm like looking up things to say now especially, could you imagine you're like on a date like this? There will be a parody of this. Someone's on a date and they have meta AI turned on and it's teaching them how to be
Starting point is 00:45:48 like smooth talker. you know what, if it helps those who cannot talk smoothly, is that a bad thing, Alex? Yes. Be yourself. Blow that date. Well, she wasn't right for you anyway. You become dependent on it. That's right.
Starting point is 00:46:06 Just date chat, GPT. She'll always be there for you. Can you imagine a relationship where someone's like super smooth and like outdoor environments, but like the second you go for a swim, they're just like a total dud because they can't wear their glasses. on the beach. This is going to be a movie, I'm telling you. Yeah.
Starting point is 00:46:26 And we'll make it on VO. Yeah. All right. So they did talk about the, why the demo failed. Apparently, Zuck said, hey, meta, start live AI. It activated everybody's AI in the room and effectively dedos the servers. All of the servers were all the traffic was also rooted to the company's servers in Iceland, apparently. So that's why it broke.
Starting point is 00:46:49 All right. I'm not going to kill them. on not being able to demo live. I'm so happy. We talked about this last week, how there's been no live demos. Apple destroyed what is a live demo. And I loved it.
Starting point is 00:47:02 Honestly, like, not trying to give them too much credit here, but I was like, a slightly wonky demo is awesome. It's like, that's what the world wants right now. It's been so long. I actually think it's going to give a lot more credibility among developers that this is real. And it's wonky and it didn't work on stage right now.
Starting point is 00:47:24 But they're at least showing what is real rather than Apple. Everyone has lost all faith in in terms of like what's real and what's not. True. All right. We got five minutes left. I want to touch on the Jimmy Kimmel thing. I wish we had much more time for this segment. Basically what happened this morning was you and I were texting and asking each other
Starting point is 00:47:43 whether we should weigh in on Kimball. Not to speak for both of us. I think we both believe that it's ridiculous that the government. pushed Kimmel off air, even if it's temporary. If you're going to take yourself seriously, if you're going to be taken seriously, you have to be willing to be confident enough to take ridicule.
Starting point is 00:48:02 It goes for the left and the right. It's just my perspective, not speaking for Ranjan here. And when you start to go after comedians, even if you don't think they're funny, which I know the U.S. government, the U.S. government doesn't think Jimmy Kimmel's very funny. You look weak. And to me, I think that that is,
Starting point is 00:48:19 that is what's happening here. It's, you've seen, obviously, a lot of people speaking out from every political angle, basically saying this is ridiculous. So I don't think we have much to add on that front. I think what is interesting here is the question of can you be canceled in the traditional way in 2025? Because, let's say you were to leave a network like Colbert is going to and maybe Kimmel will after this, you still have the opportunity to form an independent media agency. And you could look at a list of a long line of people who have done this.
Starting point is 00:48:55 Shane Gillis, after he was canceled by SNL before joining the cast, but also Tucker Carlson, Megan Kelly, even Bill Maher, after he was canceled, although he ended up back on HBO. So maybe Bill isn't like the perfect example, but you could end up basically going independent, not being dependent on any company. and you could do better that way. So, you know, obviously, like, without getting too much into the details of, like, the whole thing before,
Starting point is 00:49:26 I'm just kind of curious, like, what you think this actually means for Kimmel and whether this is as impactful as it was previously. Taking the second question first, is this as impactful as it would have been in the past? No, I don't think it is at all. In fact, I mean, that playbook of, they canceled me, subscribed to my substack, is something that, like, so many people have perfected in terms of monetizing so well. And in reality, like, from a distribution standpoint, late night TV is such a weird format that the more, like I hadn't spent a lot of time in a lot, like reminding myself how Next Star and Sinclair and the whole affiliate model works with these networks.
Starting point is 00:50:09 But again, no one is watching this stuff live anymore. So the value comes out in the clips afterwards. there's still value in the platform to an extent. But in reality, Jimmy Kimmel is the brand. Stephen Colbert is the brand. Like the late night show or the Tonight show, like these things are no longer the brand anymore. So to me, like you can get canceled.
Starting point is 00:50:35 And especially if you make that a central part of your, they're coming for me in the mainstream media. Even Karen Antia, I'm not sure to pronounce it, from the Washington Post. Post. Yeah, like, again, like, she had an entire substack post about, like, they canceled me. They're trying to silence me. Subscribe to my substack now. So, like, it's become such an almost, like, frustrating playbook, but a successful one that if Kimmel wanted to, he could go all in blue sky, subscribe to my substack, and, like, be just as influential. I'd be curious, though, if someone like him wants to play. that game. I don't think he does, but I don't know. What about you? I think he could do it. Obviously, it's like worked. Conan O'Brien is a great example of a comedian who wasn't canceled, but left. And I think has just as much influence, if not more, with his podcast now, and obviously
Starting point is 00:51:31 much more control than he did previously. This is, again, us just like, you know, there have been some people who have been like, well, he had bad ratings anyway and he wasn't profitable. I don't think that was the scenario. But I think the overriding story of like if you're somebody in his position, what are you facing now? And how impactful is this? That is for us a pertinent question. And there was this great line on CNN. Jeff Jarvis, God bless him, was there. And he's told the panel, the only good news I see, and I hate to say this to my friends at CNN, is that mass media are dying. And it is sort of this thing where like if you're an entertainer or in a position like that, it just today it makes much more sense to own your audience and maybe this idea that you would have
Starting point is 00:52:16 a comedian anchoring a network's evening coverage is just going to go away yeah i i think and jeff has been saying that since 2010 so he's probably not i mean he's obviously i don't think he's wrong he doesn't seem like it the trend is counterfactual to his argument i'll give him he got it right but in in truth though he was going viral because he was on cnn like i think this is where there's still, there's power and platform to have those kind of secondary, I agree, like if only 129,000 people are viewing live between ages of 18 to 45, Jimmy Kimmel, yeah, but the influence he has is that actually doesn't denigrate it at all. It means that we all see clips on Instagram or TikTok and YouTube all day long.
Starting point is 00:53:04 So, but in terms of the business model, advertisers are paying to be, shown alongside that live viewing part of it for the actual TV show, which is dead. I mean, it's completely dead. So I do think it's a good reminder. We need to rethink that overall business model. I think none of that has anything to do with why he was suspended, and it is terrifying, and it's going to get uglier and darker, I think, before it gets better. But overall, I think I'm not pouring one out for the,
Starting point is 00:53:39 Sinclair medias of the world. Right. Okay. I know you have to go. One last thought and then I'll end this is, you know, the next generation of Jimmy Kimmel's are not going to look like this generation. Like the next comedian is not going to have this aspiration to go host the Tonight Show or the Late show on a television network. They are the Jimmy Kimmel Show. They are going to be just, it shows how quickly we've changed. They're going to be digital native. They are going to have a YouTube channel. They're going to have a podcast. They're going to be the owners of their content and not be subject to this stuff. So I think it's unfortunate what happened,
Starting point is 00:54:16 but I also think that it's looking forward the government's power to do this type of stuff is going to be much, much more limited because they don't have the ability to like go to a YouTube and say yank Jimmy Kimmel. Yeah. And just like both of us who own our own audience and channels and content. Yeah, yeah. But just cancel us so we can go on tour saying we got canceled. Subscribe. All right. Get us in the discord join the discord join the discord joy become a paid subscriber join the discord revolt overthrow ronjohn and i and we will get working on the next iteration of ehow so thank you all for listening thank you ronjohn always great to talk to you ronjohn thank you again see you next week
Starting point is 00:54:54 all right everybody next week i believe we're going to have you known costica the co-founder of whiz talking about AI and cyber security so we will see you next time on big technology podcast

There aren't comments yet for this episode. Click on any sentence in the transcript to leave a comment.