Navigating the Semiconductor and AI Landscape

Jason Howell and Jeff Jarvis discuss the winners and losers in AI for 2024, the persistence of AI hallucinations, the most useful AI tools for creators, and their expectations for AI development in 2025.

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CHAPTERS:

0:00:00 - Show begins

0:02:21 - The winners

0:02:35 - Nvidia

0:05:05 - OpenAI GPT-4o

0:08:17 - Hopfield and Hinton (Nobel Prize)

0:09:08 - Alphafold (Nobel Prize)

0:11:22 - xAI Colossus Data Center

0:13:27 - Open Source AI

0:17:25 - Anthropic

0:18:10 - OpenAI's ongoing soap opera

0:21:43 - The losers

0:21:59 - Intel funding has slowed

0:23:33 - Google/Gemini (woke, "glued pizza)

0:25:58 - Persistence of hallucinations

0:26:42 - Scarlett Johannson and OpenAI

0:27:48 - Microsoft Recall

0:29:05 - Big Tech stock decline regarding AI

0:29:49 - Stability losing Mostaque, Inflection AI losing Suleyman

0:30:28 - Devices of the year

0:31:10 - Rabbit R1

0:32:57 - Humane AI Pin

0:34:20 - IYO One

0:37:12 - Ive/Altman hardware rumor

0:38:24 - Cool tools

0:38:41 - NotebookLM

0:41:42 - RunwayML

0:42:00 - Udio and Suno

0:42:33 - Perplexity Pro

0:43:18 - GPT-4o, Sora, Ideogram

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