Transistor Radio Episode 30: Ranking the AI Labs, Ten Thousand Steve Jobs in a Coffee Machine
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Feb 6, 2025 Discover the latest on Google's surprising earnings and its ambitious AI direction, complete with a dash of past missteps. Dive into the competitive landscape of AI labs, rating leaders like OpenAI, Google, and Meta through the lens of quirky anecdotes. Explore the rise of AI agents revolutionizing daily tasks, alongside China's tech surge and the witty parallels to historical colonialism. Finally, ponder Apple's future as Tim Cook’s leadership faces challenges and innovation takes center stage, all wrapped in humor and intrigue.
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AI Lab Rankings
- XAI is at the bottom, having compute but lacking a good model.
- Meta got embarrassed by DeepSeek and is now copying them.
The Shoggoth Hypothesis
- Believing in the "Shoggoth" (a powerful, transformative force) is crucial for creating a good AI model.
- Meta's lack of belief in the "Shoggoth" explains their shortcomings.
Google and Anthropic's Strengths and Weaknesses
- Google has the infrastructure and technology but is held back by bureaucracy.
- Anthropic prioritizes safety, delaying the release of potentially groundbreaking models like reasoning and multi-modal.