Is Apple Partnering With OpenAI? | The Brainstorm EP 47
May 15, 2024
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Discussing AI breakthroughs, OpenAI's new model, and potential partnerships with Apple. Exploring AI acceleration's impact on investment strategies and technology development. Delving into OpenAI's free trial strategy, monetization potential, and agentic AI capabilities. Examining the hype cycle of AI partnerships, humanoid robot company creation, and venture funding
OpenAI released a new model showcasing AI breakthroughs.
Apple could potentially partner with OpenAI for future innovations.
Deep dives
Acceleration of AI Technology and its Impacts on Investment Strategies
AI technology is advancing rapidly, surpassing earlier forecasts. This acceleration not only impacts AI-specific investments but also enhances other technologies like Tesla's robot taxi, showcasing its wide financial implications. Companies need to evaluate how AI advancements may affect traditional tech exposures.
Understanding Stochastic Parrot and Agentic AI Definitions
A stochastic parrot randomly generates text without logical reasoning, highlighting limitations in AI language models. In contrast, agentic AI can task-manage itself by deducing required tools and APIs for complex tasks. Companies aim to develop truly agentic systems for diverse applications and efficiency improvements.
Advancements in Logical Reasoning Capabilities of AI Models
Researchers demonstrate AI models' ability for logical reasoning akin to computers, suggesting advancements beyond traditional language models. The significance lies in provably agentic AI capabilities, potentially enhancing various tasks efficiently. Such developments challenge prior limitations and emphasize productive applications.
Economic Implications and Productivity Boost from AI Software
Forecasts predict a significant increase in AI software value, enhancing worker productivity manifold. Agentic AI systems can elevate supervisory roles, allowing multiple processes to run concurrently. Despite ongoing model improvements, there's immense potential to further enhance these systems and maximize productivity gains.
Will ChatGPT replace Siri on your iPhone? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Chief Futurist Brett Winton to discuss the latest AI breakthroughs and potential partnerships in the industry.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
OpenAI released a new model
A discussion of further AI breakthroughs
Apple could partner with OpenAI
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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