NVIDIA's AI Ascendancy and Market Dynamics

Our 135th episode with a summary and discussion of last week's big AI news!

Apologies for pod being late again... -Andrey

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Timestamps + links:

• (00:00) Intro / Banter
• (02:07) SuperDataScience podcast ad
• (04:00) Shout out to listener comments & reviews
• (05:43) News Preview
• Tools & Apps
  • (06:32) Google’s Duet AI is now available in Gmail, Docs, and more for $30 a month
  • (10:51) Poe’s new desktop app lets you use all the AI chatbots in one place
  • (13:47) Developers are now using AI for text-to-music apps
  • (15:50) Yahoo Mail Debuts AI Enhancements for a Smarter Inbox
  • (18:05) South Korea's Naver launches generative AI services
• Applications & Business
  • (21:19) Introducing ChatGPT Enterprise
  • (25:25) We Analyzed Millions of ChatGPT User Sessions: Visits are Down 29% since May, Programming Assistance is 30% of Use
  • (29:50) Survey finds relatively few Americans actually use (or fear) ChatGPT
  • (31:32) Nvidia’s Q2 earnings prove it’s the big winner in the generative AI boom
  • (33:30) How Nvidia Built a Competitive Moat Around A.I. Chips
  • (37:03) Nvidia's $25 billion buyback 'a head-scratcher' for some shareholders
  • (40:25) Chinese AI Company Claims Huawei AI GPUs Are On Par With NVIDIA A100, Will Compete With GPT-4 LLM In 2024
  • (44:08) AI’s Share Of US Startup Funding Doubled In 2023
  • (45:42) Hugging Face raises $235M from investors including Salesforce and Nvidia
  • (48:13) AI21 Labs Raises $155M in Series C Funding; Valued at $1.4 Billion
  • (50:32) DP Technology Raises 100 million US dollars, Achieves AI Milestones in Science
• Projects & Open Source
  • (52:15) Meta releases an AI model that can transcribe and translate close to 100 languages
  • (56:01) Line Open-Sources ‘japanese-large-lm’: A Japanese Language Model With 3.6 Billion Parameters
• Research & Advancements
  • (58:55) Consciousness in Artificial Intelligence: Insights from the Science of Consciousness
  • (01:05:18) Reinforced Self-Training (ReST) for Language Modeling
  • (01:08:27) Hoodwinked: Deception and Cooperation in a Text-Based Game for Language Models
  • (01:11:47) Head-to-Tail: How Knowledgeable are Large Language Models (LLM)? A.K.A. Will LLMs Replace Knowledge Graphs?
  • (01:14:14) Nvidia AI Image Generator Fits on a Floppy Disk and Takes 4 Minutes to Train
  • (01:16:18) MagicEdit: High-Fidelity and Temporally Coherent Video Editing
  • (01:17:44) A Survey on Large Language Model based Autonomous Agents
• Policy & Safety
  • (01:19:00) UK to spend £100m in global race to produce AI chips
  • (01:22:03) Meta confirms AI ‘off-switch’ incoming to Facebook, Instagram in Europe
  • (01:25:44) Beijing to restrict use of generative AI in online healthcare activities
  • (01:28:04) Schumer to host AI forum with CEOs including Elon Musk and Mark Zuckerberg
  • (01:32:52) Bletchley Park to host AI safety talks in November
  • (01:34:47) Spain launches AI regulation agency in bid to become industry leader
• Synthetic Media & Art
  • (01:36:11) Google made a watermark for AI images that you can’t edit out
• (01:39:20) Outro