#190 - AI scaling struggles, OpenAI Agents, Super Weights
Last Week in AI
U.S. Policy and TSMC's Advanced Chip Production Challenges
This chapter explores the recent funding agreement for TSMC's Arizona fab and its significance under the U.S. Chips Act. It also addresses Taiwan's policies affecting chip production overseas and the implications for semiconductor supply chain security amid geopolitical tensions.
Our 190th episode with a summary and discussion of last week's* big AI news!
*and sometimes last last week's
Hosted by Andrey Kurenkov and Jeremie Harris.
Note from Andrey: this one is coming out a bit later than planned, apologies! Next one will be coming out sooner.
Feel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.ai
Read out our text newsletter and comment on the podcast at https://lastweekin.ai/.
Sponsors:
- The Generator - An interdisciplinary AI lab empowering innovators from all fields to bring visionary ideas to life by harnessing the capabilities of artificial intelligence
In this episode:
* OpenAI's pitch for a $100 billion data center and AI strategy plan outlines infrastructure and regulatory needs, emphasizing AI's foundational role akin to electricity.
* Google's Gemini model challenges OpenAI's dominance, showing strong performance in chatbot arenas alongside generative AI advancements.
* DeepMind's AlphaFold3 gets open-sourced for academic use, while new chips from NVIDIA and Google show significant performance boosts.
* Anthropic and TSMC updates highlight strategic funding, regulation influences, and the complex dynamics of AI hardware and international policy.
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Timestamps + Links:
- (00:00:00) Intro / Banter
- (00:02:44) News Preview
- (00:03:34) Sponsor Break
- Tools & Apps
- (00:04:36) OpenAI, Google and Anthropic Are Struggling to Build More Advanced AI
- (00:16:22) OpenAI Nears Launch of AI Agent Tool to Automate Tasks for Users
- (00:19:14) Google drops new Gemini model and it goes straight to the top of the LLM leaderboard
- (00:19:14) Chinese AI startup takes aim at OpenAI's Sora with image-to-video tool launch
- (00:20:04) Introducing the Forge Reasoning API Beta and Nous Chat: An Evolution in LLM Inference
- Applications & Business
- (00:23:47) OpenAI Discusses AI Data Center That Could Cost $100 Billion
- (00:26:48) Elon Musk's massive AI data center gets unlocked — xAI gets approved for 150MW of power, enabling all 100,000 GPUs to run concurrently
- (00:29:34) Newest Google and Nvidia Chips Speed AI Training
- (00:34:45) Ex-OpenAI CTO Murati’s New Team Takes Shape
- (00:34:45) Amazon Discussing New Multibillion-Dollar Investment in Anthropic
- Projects & Open Source
- Research & Advancements
- (00:45:38) The Super Weight in Large Language Models
- (00:55:42) Compositional Abilities Emerge Multiplicatively: Exploring Diffusion Models on a Synthetic Task
- (01:03:47) Mixture-of-Transformers: A Sparse and Scalable Architecture for Multi-Modal Foundation Models
- (01:08:14) Contextualized Evaluations: Taking the Guesswork Out of Language Model Evaluations
- Policy & Safety
- (01:11:14) The Code of Practice for general-purpose AI offers a unique opportunity for the EU
- (01:15:38) Three Sketches of ASL-4 Safety Case Components
- (01:23:05) U.S Department of Commerce finalizes $6.6 billion CHIPS Act funding for TSMC Fab 21 Arizona site , TSMC cannot make 2nm chips abroad now: MOEA
- (01:26:21) OpenAI to present plans for U.S. AI strategy and an alliance to compete with China
- (01:30:42) OpenAI loses another lead safety researcher, Lilian Weng
- (01:33:00) Outro
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