Limitless: An AI Podcast - This Week In AI: The AGI Moment At Davos, Apple's AI Hardware Leaks, Claude Makes Videos, Google's SAT Prep
Episode Date: January 23, 2026This week's AI Roundup covers the World Economic Forum's discussions on the future of ai, with a focus on agi predictions by 2026. We also dive into Apple's rumored AirTag with ai capabilitie...s, a potential iOS update replacing Siri with an ai chatbot, and Google's new 'Google Personal Intelligence' feature for Gemini. Plus, we explore Remotion's 'Agent Skills' feature in this rundown of the latest ai news!------🌌 LIMITLESS HQ ⬇️NEWSLETTER: https://limitlessft.substack.com/FOLLOW ON X: https://x.com/LimitlessFTSPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQAPPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890RSS FEED: https://limitlessft.substack.com/------TIMESTAMPS0:00 Intro0:43 Job Automation and AI Themes6:31 AI's Role in Space Exploration11:26 Returning to the Moon12:59 Apple Enters the AI Hardware Market16:51 The AI Hardware War18:38 Siri 2.0: A New Era?20:24 Claude's Impact on Software25:13 Video Production Transformation25:56 Google’s Personal Intelligence Launch30:59 The AI Frontier Battle------RESOURCESJosh: https://x.com/JoshKaleEjaaz: https://x.com/cryptopunk7213------Not financial or tax advice. See our investment disclosures here:https://www.bankless.com/disclosures
Transcript
Discussion (0)
Welcome back to another episode of the AI Roundup
where we're going to talk about the hottest news of the week,
starting with the topic that everybody's talking about.
Davos, the World Economic Forum is currently being held in Switzerland
where all of the top makers and shakers, politicians, technologists,
are all meeting together to discuss the future,
what that looks like, what problems we're facing
and the solutions we are going to come up with in order to solve those.
Now, at the core of a lot of these conversations is the conversation of AI,
and all of the top people are there.
We have leaders from Microsoft, Anthropic, Google, Nvidia, Jensen Huang, Elon just got off the stage as we're recording this.
And we are going to dive into the specifics about what the common themes are, because there are a few themes as we see all these leaders discuss.
And I just that's where I want to start this conversation is with the core topics that these people are focused on, what they're worried about and the solutions they see on how we're going to work through these next couple of years of navigating the world of AI.
The first theme is one around job automation specifically.
And Dario Modi, CEO and founder of Anthropa, came up with a pretty bold statement.
He says, software engineering will be automatable in 12 months.
And rather than explain it, we should just watch the clip.
We are now, in terms of the models that write code, I have engineers within Anthropic who say,
I don't write any code anymore.
I just let the model write the code.
I edit it.
I do the things around it.
I think, I don't know, we might be six to 12 months away from when the model is doing most,
maybe all of what suez do end to end.
And then it's a question of how fast does that loop close?
So obviously, Dario is behind the hit software and coding agent called code, which is just taken
the world by storm, Dr. I feel like we've been speaking about it like pretty much every single day.
You and I have been toying around with it trying to make a limitless app.
The point he's making here is probably one of the most coveted jobs in the,
technological age has been coding.
You know, I hope, you know, kids can code, learn how to code and figure out how to code,
because that's the future, right?
We've been told that for a while.
And now we've had this clearly defining point from the man himself saying that this might
be a commodity in the future.
In fact, you may not want to go to university to learn how to code.
You will just use an agent in the future.
And where the role will shift to is managing a series of different agents and prompting them
in the right way.
Yeah, so I actually watched the full conversation that was being had in that.
Dario clip in which he is having a fireside chat with the CEO of Google DeepMind Demas is Sivas.
And he kind of outlines for us the top things to look out for in 26, the three breakthroughs
needed for AGI. And it was funny hearing the differences in opinions on these two leaders
because Dario was very much in favor of, we are going to reach AGI next year in 2007.
And Demis is like, well, I still think it's probably a 50-50 chance we get to AGI by 2030.
and the reasoning was around coding and mathematics
because Claude and Anthropic are so good at that.
And I think Google, they're working on a much more broad approach to AGI,
which is probably why the timelines look a little bit different.
The three breakthroughs needed that Demis Outlines is continual learning,
world models, and robotics.
And he said it is possible that we get all three in 2026,
but it is unlikely and improbable that those things are going to happen.
I love the stake personally because it's been two weeks of 2020.
so far and we're already seeing these three things emerge.
Claude Co-work, Anthropics latest,
it's basically Claude Code for non-Coders,
was built by Claude code.
100% of the code was written by another AI.
So that's kind of like an example of this continual learning
where it's a kind of like self-improving.
And then the world model stuff,
I mean, Josh, your favorite company,
or one of your favorite company's Tesla,
bakes this into their entire full self-driving stack.
So I actually think it's important to take Demis and Dario
at their word when they like talk about these different kinds of things.
I like your point around Google focusing on a bunch of different things,
like science, like LLMs, video models, audio models,
all that kind of stuff versus Anthropics, which has been dialed in at coding.
What I would argue with you, though, is that I think coding models might be the most important
models to exist currently because it's just like the bedrock of everything that's going
to be created on top of it, right?
You can't get video unless you have some kind of like coded embedded algorithm that kind of like
produces it, right?
So I don't know who to back here, Josh, but my money's probably overweight on Dario for his prediction, I think.
Okay, cool. I will take the other side. I'll be team Demis because I really do think the world building and understanding of physics is a secondary thing to AGI that we don't quite have.
And the common theme that I don't think we've discussed about is that they did actually share something in common, Dario and Demis.
And that is their wish for AGI and the progress of AI to slow down.
And the interviewer frequently asked them, well, why don't you then?
Why don't you guys just agree to work together and slow things down?
And the answer is presented in this other clip from Dario that we have,
where he mentions that selling GPUs to China is like selling them nukes.
And he used the word nuke, which is such a crazy take.
But in a way, it's true because the answer for the reason why they're not able to slow down
is because if they slow down just a little bit, then China catches up.
And while Demis and Dario can agree to compete on the same playing field,
they cannot convince China to do so.
And this is an existential race that they do not want to lose
and therefore are unable to slow down.
And this was a point of contention throughout the whole interview,
which is like, hey, you're saying it's going to replace these jobs,
you're saying it's going to offload all the coding to agents.
You're saying all these things that maybe want to take some time to make sure we get right.
Why don't you just slow it down?
The answer is you can't.
And that was the thinking behind this.
quote from Dario's presentation, which is like, hey, we're selling these NVIDIA GPUs to China to
help them accelerate. You can't expect us to possibly slow down. And that was kind of the thinking and
the general theme from this section. I always thought that take was naively optimistic, right? Obviously,
it would be great to do things cautiously and build it in the right way, but that's just like
never the case. And actually in the same fideside chat, Demis also said he's really good friends
with all the heads of most of the AI labs, rather, not all, but most.
And he goes, if it was just Dario and I, we would slow it down together.
If we just held the monopoly of the entire AI model market share.
And he doesn't name names, but I'm guessing he's alluding to Sam All right at Open Air and stuff like that.
They don't want to slow down either.
So it's not even just the pressure from China.
It's the pressure from internal American labs as well.
But AI specifically on Earth wasn't the only topic of conversation.
Of course, we also have AI in space.
Josh and I are now new formed fans.
And none other than, of course, Elon, who just got off stage,
speaking about this kind of stuff,
made it pretty clear that he thinks the lowest cost place to put AI
will be in space.
And that'll be true within three years.
So obviously he's feeling incredibly optimistic about SpaceX,
rumored to be launching an IPO of $1 trillion plus this year,
which is going to be super exciting.
I'll give you one of the largest IPOs ever.
I think we're reaching a point, Josh,
where the cost of going to space is going to be cheap enough or affordable enough to start training air models out there.
How are we going to do this?
Well, we joked around GPUs being in space, but I think Elon's idea is setting up a satellite constellation
fueled by Starlink or other such specific satellites where they would beam data at super high speeds between each other.
And that's something that is incredibly necessary to train air models in the first place.
You don't just need compute where you would get a lot of energy, in this case, from the sun directly.
But you also need to transfer data super quickly.
And traditional GPUs can't really do that.
So his satellite network is probably the key to do that.
But there's a bit of competition coming his way, which wasn't really spoken about at Davos.
Yeah, big time.
So it's funny hearing Elon's timelines because that three to four year window is kind of what we were looking at on the earlier episode that we published this week, where he was talking about the AI chip progress from Tesla, where AI 9 is going to be the chip that is finally cost effective and physically able to exist in outer space.
So it seems like everyone's kind of converging on this timeline of 2029, 2030 is when that tide is going to flip,
when the cost per kilogram to orbit gets low enough to actually make this a viable strategy.
So for the people building AI on Earth, there are still a couple years of time before it is no longer viable.
Now, Blue Origin has come out with news this week saying that they want to compete in this space.
And not necessarily AI and data centers just yet, but they want to compete directly with Starlink through a new service called TerraWave.
Now, TerraWave is basically Blue Origins answer to Starlink. They want to do pretty much the same thing with a network of tens of thousands of enterprise, data center, government, reliability, kind of like creating a giant mesh network in space. The problem is that they don't really have the ability to do this. They're saying the TaraWave architecture consists of 5,408 optically interconnected satellites in low Earth orbit, reaching remote, rural, and suburban areas where diverse fiber paths are costly, technically and feasible, or slow to deploy. We've heard the story before.
the Starlink story. Now, why is this interesting? Well, there's one company on Earth that could compete
with Starlink, and it's Blue Origin, because they're really the only company so far that has been
able to get rockets into orbit. Now, they're expecting speeds of six terabits per second anywhere on
Earth, which if you're familiar with Starlink currently, blows their stats out of the water.
So I read that, and I was like, wait a second, six terabytes per second. That seems like a tremendous
amount of data, and that's a theoretical hope for them, is what I'm starting to.
to realize. There aren't really serious plans to launch this at scale until after the initial
release in 2027. Q4, they're like two and a half years behind, maybe even more, Josh. I'm kind of like,
this is like an announcement of an announcement that I'm not going to care about even a year from now.
Yeah. And that's the thing is, again, space is so difficult and therefore competition moves so
slowly. So even the second best to SpaceX is, I mean, when did they launch the first satellite
dishes? It's over 10 years. They have like a full 10 year lead before Blue Origin is going to try to
catch up and launch these first satellites into space. So it's nice to see someone else trying.
But again, the lead is so staggering that there's no world in which SpaceX does not continue
to have its complete dominance. Question for you. On a previous episode where we spoke about
Elon's satellite space constellation, you said that no other company is even close. They're
probably even a decade behind, and they can't accelerate it because you need all the regulations
permits and you need to advance the technology. Seeing this announcement from Blue Origin,
do you still believe that's a case? Yeah. I still think it's so incredibly difficult to do this
at scale because the problem isn't actually getting rockets to orbit. The problem is getting
them to come back and land safely and do so in a way that is fast enough that you could continue
to launch massive amounts of payload to orbit and decrease that cost per kilogram. Blue Origin just does
not have the infrastructure capable of decreasing the cost per KG down to a level in which it
actually needs to to do this at a sustainable rate at a large scale that they're hoping to do.
Okay, well, since we're on the topic of space currently, I want to talk about a really important
event that's happening much, much sooner. In fact, February 7th, I believe, we're going back to the
moon, ladies and gentlemen. The last time that astronauts flew around the moon was in 1968, and in a few
weeks time, Artemis 2 is going to be the first crew back to the moon in 2026. Josh, can you walk us
through? What's going on here? We see the launch plan right in front of us. You know, is this real?
Is this fake? It's the first time we're going to the moon in over 50 years. This is a big deal.
And it's happening on February 6th. So I encourage everyone to watch. We will be talking about it
right here on the show. It's an exciting mission. They're planning to send astronauts from Earth,
take a loop around the moon and then come on back home over the course of about 10 days, during which time they
will travel at a new speed record of 25,000 miles per hour, and they'll also be at the
furthest distance ever from Earth. Now, we've sent humans around the moon before, but this is going
at a slightly distanced orbit in which there will be even further by 700 kilometers from the
moon's surface. This is a remarkably exciting mission. Now, there is something important to note
about this mission, which is the cost. Now, we just mentioned cost per hill around orbit,
it reusability, how much that matters, the Artemis II program is going to cost about $4.1 billion.
For reference, a SpaceX Falcon 9 launch is about $67 million. So there is still this
remarkable difference in price between these two types of missions, but I think it's awesome to have
a government-funded project actually doing something novel and new. We're getting new records
that haven't been broken in 50 years of time. So, well, it doesn't feel, it feels like it should be more
grand. This is a start. It's a step in the right direction. And it's so exciting to see astronauts actually
going into space. This is going to be sick. Yesterday, my eyes deceived me, Josh. I thought I was seeing
an illusion because we actually have some breaking news, AI news specifically from Apple, which is a
sentence I never thought I would say this year or any year going in the future. But ladies and gentlemen,
Apple is reportedly working on an AI powered wearable pin, the size of an air tag that will be
equipped with cameras, microphones, and many other sensors to act as kind of like a third
core device. If that sounds similar, that's because opening and it's kind of working on the same
thing. We'll get to that in a second. But details first. The rumor says it'll be the size of an
air tag. It'll be thin, flat, circular disc shaped and made of aluminium and glass shell.
It'll have two cameras specifically, one normal lens, one wide lens to capture pretty much everything,
and a bunch of mics to hear everything that is consuming to you. So what this sounds like to me,
at least from that description,
is this is going to act as kind of like
an ambient device, right?
So it's just going to sit there.
It's going to ingest a bunch of data.
It's going to kind of act as your optical lens.
It's going to act as your eyes.
It's going to act as your ears.
But it's also going to do the brainwork for you.
Presumably, Josh, they're going to be feeding this
into their own foundational model,
which is patented or using Google's Gemini 3 model.
So I'm excited to see Apple make such a big move.
I didn't expect to see it happen so quickly.
this gives me a lot of optimism around AI hardware device because Apple is just like the king of building consumer hardware devices.
It makes me kind of pessimistic on OpenAI though, because Sam Altman has said a few times now that the companies they're competing with isn't Google and it isn't anthropic, it's Apple.
And I'm starting to see what he means.
He wants to, I think, project 40 to 50 million consumer devices sold in 2027.
He's going to launch his consumer device or debut at the end of this year.
If he does do that, he's going to be going head to head with the king.
Josh, I know you're like a massive fan of Apple.
Like, what do you take on this?
Yeah, I'm a massive fan of Apple, but I'm also a more massive fan of Johnny,
because Johnny was the design culture of Apple,
and Johnny is the person who is responsible for tackling the creation of this device at OpenAI.
And it's funny for me to see the kind of convergence of form factors as we go through
this process of figuring out what the next generation of compute looks like for AI-first devices.
I mean, it seems like Open AI and Apple,
they're both doing a suite of devices. Open AI has something that are maybe like earbuds,
probably a pin or a small thing that you could put on your desk form factor. Apple this year is
projected to announce this pin as one thing, a desktop kind of media console as another,
possibly a ring doorbell, and also possibly glasses this year. So the convergence on these form factors
is starting to happen. We're starting to see that no matter what it's going to be a suite. There's
not going to be a new iPhone. There's going to be a new distribution of smart devices that uses
the new product is the AI.
And what's happening is we're just developing these these kind of capsules in which it'll be stored in.
Now, the interesting thing for the Open AI hardware is it's basically Johnny has first real product without Steve Jobs hovering over it or without Apple's immune system kind of throttling the way in which it's designed and built.
And it's this experiment and it's kind of a good data point to see whether that magic at Apple was from Steve Jobs, the psychotic opinionated.
person or if it's actually credited to just the incredible taste and form factor of Johnny Ive.
And what we're going to see now is the first opportunity of this person who has designed so many
products that we love today doing so without the bureaucracy of a large company, without the
man who is a crazy genius breathing down his throat. And I don't know. We're going to see,
but what we are getting is probably the best case scenario for the consumer, which is two of
the best, one of the best companies, one of the best designers competing head to hand on building
this next generation of hardware for AI first. And for that, I am so, so excited.
I mean, AI pins haven't had a good track record so far, but I'm optimistic about Apple's version.
But I have to say, Josh, I think Johnny I've succeeded because he had Steve Jobs breathing down his neck.
He was meticulous and an a hole for a reason. And I don't know if Sam Altman can live up to the hype.
I don't know. A lot of people don't like Sam. So maybe that's a good bullet sidebook.
is like you can design the most beautiful product, but without the actual software running it,
it's nothing. Like without iOS, the iPhone is nothing. And Johnny, he designed the visuals of iOS,
but the core infrastructure, the reason why it feels magical is because a very hardcore engineering team
built that. And if Open AI can't come up with that, then they will, regardless of how beautiful
this product is, it simply will not work. And we're about to see that demo it in real time.
So this year is going to be so, so exciting because finally we're getting hardware from
legitimate companies. This is not a humane AI pin that doesn't work. This is Apple.
making a pin and it's going to integrate with iOS and it's going to be hopefully an amazing
experience well listen i mean this hardware war isn't going to be singular you need a software and software
ecosystem to compete and win and seems like apple's focusing on that as well introducing uh or rumored
to be introducing Siri 2.0 um a new interface that's going to be introduced into iOS 27 Josh
I'm super excited about this because I have to admit I've had Siri turned off
on my iPhones, plural, successively, because it's just been so terrible.
What was originally pitched as a smart assistant was anything but smart.
But now with the new Gemini model powering it, it's going to aim to basically replace
or compete with the likes of Anthropics Claude or ChatGBTGBT.
But the best part, the thing that I'm most excited about this, Josh, isn't that I'm going
to get some smart answer directly on my iPhone.
It's going to be connected to all my apps, dude.
It's going to be connected to all my notes.
It's going to be connected to all my photos.
So, yeah, it's going to get access to some really personal data,
but that's data that Apple already have and that I already consented and gave over to them.
Now, if I can get a personalized agent Siri that I can call on, talk to and say,
hey, can you bring up that photo where, like, I'm hugging my mom
and we're in this, like, really unique restaurant that has, like, a water fountain in the middle of India,
it could just find that photo and bring it up or even make a plan an itinerary around that exact same trip.
I'm most excited about that because it reminds me.
of another company I'm really bullish on, Google.
The reason why Google, in my opinion, is winning so far
is because it has the distribution and data.
Instead of you having to download a separate AI app
and connect it to another separate app like your Gmail,
you now have Gemini in Gmail.
Now you're going to have, ironically, Gemini powering Siri
in your Apple iPhone, and that's 2 billion plus devices.
That's just insane.
Yeah.
They're hopefully delivering on the promise
that was promised to us two years ago with Apple Intelligence.
I'm not sure people really fathom the fumble that was Apple intelligence, because if they actually
delivered on these promises, and if they created this all-knowing intelligence that lived locally
on your phone, it would have been everything. It would have been everywhere. The world would have
been adept at AI because you would have not had needed to download a blank text box. You would
have had a million use cases right out of the box because you use your phone every day, and AI
just would have handled everything in such a more impressive and powerful way. So I am praying on everything,
They could finally figure out this year and roll this out.
That way the billions of users that use iPhones can start to understand the real power
that lies within AI without even needing to realize that it's AI.
Without needing to go to chat GPT and pursue this text box, it just shows up.
It feels like magic.
It makes the life better.
I am praying that they could get it done.
But we also have more AI news this week, particularly as it relates to Claude.
Now, Claude and Anthropic in general have been taking over the world.
We recorded an episode on them last week.
And we have some small updates, Eja.
So what was most interesting to you this week that we didn't discuss on our previous episode,
which was walking through cloud code and cloud co-work with live demos and how you can actually
use it in your day-to-day life?
Yeah, well, what I'm showing on the screen here is the breaking new product called Claude Co-work,
which is meant to basically be Claude Code, but for all the non-coder.
So anything that is non-software engineering-oriented, you can now have a chatbot and ask
it to do stuff for you.
You can connect to your desktop or your browser.
But, Josh, that's not what I want to speak about today specifically.
I want to reference it because it's taken the world by storm.
And most importantly, it's put a lot of fear and thoughts in some of the top companies in the world that are building software products.
The main question they're asking themselves is, well, if I have a coding model that can kind of create software on the fly that is personally attuned to my taste and also my company's taste, why do I need to be paying all these SaaS companies money to get access to their software?
I can just create and run my own.
And I don't want to show you any kind of thesis or anything.
I'm just going to show you the stock performance over the last week, Josh.
I mean, we're in the double digits and not even the low double digits here.
We're like losses of up to 17.65%, 16%, 15%, and these are like companies that had a 10 to 15 next forward multiple.
So it's quite obvious what's happening.
People are realizing the effects of some of these coding agents and coding models and realizing
they're good enough to replace some of their best software engineers.
We mentioned it earlier.
Dario mentioned at Davos that within six to 12 months,
software engineering is going to be fully automated.
So in a world like that, software becomes a commodity.
And then the whole structure of investing around SaaS companies,
typically the model here is you invest in a SaaS company
and it burns a lot of money, but it acquies a lot of users.
And the thought is, in a few years' time, we're going to monetize these users.
That does not make sense.
And it's a risk not worth taking if you could just create software.
for next to nothing for a prompt. Yeah, the world leaders are getting on stage and telling you
this is going to happen. The stock market is showing you this is going to happen. Every sign in the
world is that this is going to happen. So what are companies doing about it? Well, we have MacroHart,
which I think is probably the solution to this problem. The problem being that if you have a
SaaS product, that your moat is the data, your moat is the interface and the difficulty in which
it was required to onboard people into it, then that is not a real moat. Because MacroHard is planning to
build this software on a per-prompt basis hyper-customized to the end-user. The idea is that if you
have a task that you need and you could outline it clear enough, you can have that software
generated for you and your entire company in less than a day, a few prompts at a fraction of
the price. And any SaaS company that revolves around a very specific, narrow focus of software
will just be rendered just like not useful at all because we'll be able to generate these
through these advanced large language models. So that is what we're seeing with Claude Code. And
I'm sure as that begins to evolve and continue, it will start to absorb more use cases.
And over time, these SaaS companies are just going to continue to fall apart.
In fact, there's another example from Cloud this week that I loved, which kind of affects
us, which is video production skills.
Like, dude, what the hell is this?
Stay in your lane.
Stop coming over here.
And Cloud Code now has an agent skill that allows it to produce videos.
Ejas, have you seen these demos?
Dude, I just need to show you a demo that I saw that blew my mind.
This was a video, a promotional video from Polymarket.
And this is something slick.
I used to work at Coinbase.
And there used to be a team of 15.
I'm not joking.
15 humans that would take at least a month to create a video that you're seeing on
your screen right now.
And apparently, according to this dude, he created it in 30 minutes using this new
tool that you just referenced using four to five prompts.
It's just insane.
Like, how does this work?
Is it just Claude Code with video?
Yeah.
And it looks like a full commercial.
It's really incredible.
And all this is is Claude Code.
but it adds a skill. Now, a skill is a custom, like kind of data set, a custom prompt that is fed
into the system that explains to it how to generate videos in a way that is effective and useful
and in the promotional way that you'd want them to look. And now suddenly, because this one extra
tool has been installed into cloud code, you are able to generate videos that look so, so good. And this
is using the same exact model stack. It's not using Opus 5.0 or anything that hasn't existed.
It's just expanding on the existing software. And that's what we're going to see over time.
is not only will the models get better, but the use cases in which people design around them
will continue to improve. And this was a really fun example I thought of how easy it is now for
video editors to actually offload their job to an AI. It started as writers, as coders, now video
editors, who's going to be next? I don't know, but it's so serious that LM Arena, which is on
screen now, has developed an entirely new arena just for testing video models. And now you can go on
and you could try it and see which video models are the best. And EGES, we haven't really gotten
a new video model in a while. So I'm sure we're due for a new.
another mega breakthrough as it relates to video. That's something to look out for in the next
couple weeks to months. Josh, question as someone who helps produce this show, is this a tool
that you would use now or try out? Yeah, for sponsors in particular. We do custom assets for sponsors.
And a lot of times the visual asset element to it takes the longest amount of time.
And if we can create small assets that look as good as they do there, then that's a huge quality
of life improvement for everyone. And the quality of the ad even gets better. So it's a win-win all
around. Okay, we're moving on to probably one of my favorite companies in the AI space, Google,
who had, who just came off one of the most impressive week of AI software launches ever. We made a
video, okay, to put this into context, Josh and I made an entire dedicated episode on three AI product
launches that Google made last week. And as soon as we hit end record, they released another
product, which is something that we're going to cover right now today called
personal intelligence. This is what we've been predicting Google will make a move on since they
created the Gemini model. And that is an AI model that is trained specifically on all the data
that you give Google. Now, I'm not just talking about stuff that you type to Gemini and the
conversations that you have with it. I'm talking about everything that's in your Google Drive.
I'm talking about your Google Photos. I'm talking about your Google Maps, geo-location. I'm talking
about your Google Docs that you use for work, your Google Sheets. I'm talking about Google search
history, your YouTube history and all the videos that you've watched. Imagine the type of model
that, or multi-modal model, rather, that can be formed around all your tastes. It understands what
you want. It'll be a much more intuitive model and that's what Google's personal intelligence
is going to aim to be. You see, then releasing Gemini for Gmail, then releasing Gemini in Google Maps,
was just kind of baby steps to build this wholehearted model.
And Josh, we've spoken to a bunch of the Google heads that are building this part.
We had Robbie Stein from Google Search who kind of like spoke about this overarching thesis that they have at the company,
which is it's not just one team and their AI product.
It's the entire company feeding into this one unanimous Google model.
And having something that we can use personally, like on our phones or even traverse across to like when we open YouTube or when I open Gmail is something that I've been really yearning.
Like how do I get chat GPT in all the things that I use?
We now have the answer.
Yeah.
And there's this trend that I'm seeing with Google that I'm not really seeing in any other
companies and the fact that they're just shipping products that the average person would
want to use that would improve their quality of life.
It's like they have all the data.
They have all the information on you.
Let's just dump this into the LLM and make it supercharged.
So now it has all the context.
This is essentially what Apple Intelligence promise was, right?
When Apple was going to promise to allow you access to all the data on your phone,
Google is doing that except for all the info in your digital.
G Suite. And it's this really amazing thing. It's going to create hypercustomized intelligence.
It's a far superior experience for those that opt in. You do need to opt in. So if you are interested
in doing this, it's a manual process. It won't do this automatically. I would advise trying it out.
It's very cool so long as you're comfortable with giving your data to Google. And this was only one
of two new announcements that came out of Google this week. The second one is that if you are a student,
or if you have a son or a daughter or someone who is a student, Gem and I has something for you.
And this is a testament to who Google is starting to approach in the market, which is everyone.
You can now create standardized test exams on the Gemini app.
And I think this was so cool, where if you are studying for the SAT, this is the first
version that's rolling out.
You say, hey, I want to take a practice SAT exam.
You hit enter, and then it gives you a full test with questions, with the correct answers,
with what you got wrong and why you got wrong.
And it creates this ultimate study guide to a student who is working on passing the standardized
tests. So Google is just rolling on all cylinders. They are firing away. They are creating really
valuable stuff for everyone across the board. And I actually took a practice SAT exam last night to test this.
And oh boy, I took the math section. I did good. I don't know how I did good because, I mean,
well, I did good in the past SAT. On the current SAT, I left a little bit to be desired there.
Okay, so no going back to school anytime soon. I'm not from the SAT today. I'll tell you that.
Okay. And then the one final bit from Google, which is a rumor, but I have a feeling is going to be true, is they might be spinning out their custom GPU arm. For those of you haven't been caught up yet, Google hasn't trained their models on any of Invigio's GPUs. They've had their own inbuilt system called a TPU. And we've gone back and forth on this show, kind of like, kind of guessing whether they might eventually do this and go head to head with Ambidia. If this rumor ends up being true, this is a new thing.
might be the most direct head-to-ed confirmation that they are doing this, which then makes me think,
okay, if Google is going to be the future of AI science, the future of AI LLMs, the future of AI
video models, you know, to create on like YouTube and create all these different things,
and then they're going to be integrated across every single app that we use, Gmail, Google Maps,
and stuff that we spoke about just now, and also sell the infrastructure, the valuation multiple
on Google right now would be incredibly underpriced. Now, I'm skeptical as to whether they'll be able to
pull this off, but just a hint that this might be the future that Google is aiming for,
and it seems like it's the entire pie. They don't want to give, they don't want to share it
to anyone. Yeah, it's been pretty amazing to see. I think my, my hottest take right now is probably
that XAI and Google are just going to battle it out to the end. Yeah. And those are going to be the two
top dogs who are actually in the race for that frontier model. And both companies are heading full speed
ahead. As are we as we navigate the frontier of AI and technology and all the crazy stuff that's
from Davos to rumors at Apple to all of the cool new Google features.
If you enjoyed this episode, please do not forget to like, subscribe, share it with a friend
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Leave a comment, subscribe to our newsletter where we write about this twice a week,
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about in the actual episodes.
But with that said, I think that's everything.
So we're going to wrap up the show.
Thank you so much for watching.
Another amazing week on Limitless, another amazing AIA roundup, and we will see you guys
in the next one.
