Tech journalist and author Alex Kantrowitz joins Michael Batnick and Downtown Josh Brown to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, the potential of the metaverse, and the impact of AI on the labor market.
AI has the potential to revolutionize our lives through virtual reality and augmented reality experiences, as well as AI assistance in coding and language processing.
Meta and Apple's advancements in virtual reality and augmented reality technologies are expected to disrupt industries and offer new possibilities for entertainment, communication, and productivity.
The adoption of AI-assisted coding, such as Microsoft's Co-Pilot, presents both opportunities and challenges for developers in terms of productivity improvement and effective tool utilization.
Deep dives
The Potential of AI in the Future
AI has the potential to revolutionize the way we live and work, with companies like Meta and Apple at the forefront of developing AI technology. The vision for the future includes the use of virtual reality and augmented reality to create immersive experiences, and AI assistance in various aspects of our lives, from coding with Microsoft Co-Pilot to language processing with chat GPT. While there is excitement about the possibilities of AI, there is also a need for practical implementation and ensuring that there is a return on investment for these technologies.
The Rise of Virtual Reality and Augmented Reality
Meta, formerly known as Facebook, is making significant advancements in the field of virtual reality with their Quest 3 headset. The goal is to create a more realistic and social virtual world where people can interact with each other. Apple is also developing their own augmented reality glasses, called Vision Pro, which will overlay computer-generated graphics onto the real world. These advancements are expected to disrupt various industries and offer new possibilities for entertainment, communication, and productivity.
The Implications of AI-Assisted Coding
Microsoft's Co-Pilot is an AI tool that assists coders by providing suggestions and completing code. While this technology has the potential to make coders more productive, there is a need to evaluate its impact and return on investment. The adoption of AI-assisted coding is expected to bring both opportunities and challenges, as developers navigate the transition to using these tools effectively and efficiently.
The Challenges and Risks of AI Development
As AI continues to advance and become more prevalent, there are challenges and risks to consider. There is a potential for overspending on AI infrastructure in anticipation of future demand, as well as the need for effective change management and user adoption. Additionally, there are concerns about the labor market implications and the need for specialized AI skills. It is crucial to monitor AI development and ensure that it aligns with real end-user demand while providing tangible value.
Summary of Podcast Episode
In this podcast episode, the hosts discuss various topics related to tech, including OpenAI's competition against Facebook's chatGPT, Facebook's release of free technology for building customized language models, and the ongoing battle between tech giants like Facebook, Microsoft, and Amazon. They also touch on the controversy surrounding Michael Lewis' new book about Sam Bankman-Fried and the impact of social media on the news industry.
On episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more!
Today’s show is brought to you by Birddogs. Visit: https://birddogs.com/compound or enter promo code COMPOUND for a free white-tech dad hat with every purchase!
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