BG2Pod with Brad Gerstner and Bill Gurley Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner
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May 16, 2024 The conversation kicks off with a deep dive into OpenAI's groundbreaking GPT-4 Omni, exploring its benchmarks and the emerging role of voice technology as the new interface. They discuss the contrasting worlds of Consumer AI and Enterprise AI, highlighting disruptive forces in education and language learning. The dialogue shifts to the impact of China tariffs and the need for regulatory balance in the tech landscape. Lastly, they assess current market dynamics, urging cautious investment strategies amidst evolving economic challenges.
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ChatGPT as a Teacher
- Brad Gerstner used ChatGPT with his son to learn about the IMF and World Bank.
- They had a 45-minute conversation without using Google once.
Consumer AI Assistants Arrive
- OpenAI's ChatGPT-4 Omni and Google's Astra signify the arrival of consumer-focused AI assistants.
- These models are smaller, faster, and process audio, text, and potentially visuals together.
Improved AI Capabilities
- ChatGPT-4 Omni and Google Astra are smaller, faster, and use end-to-end audio models.
- They can listen, think, and speak, with improved voice empathy and faster reaction times.
