Welcome to the AI Chat Podcast. I'm your host,
Jaden Schaefer. Every day I cover cutting -edge
AI news and talk with the leaders behind it,
breaking down what it means for your life and
business. Anthropic is finally letting Claude
Cowork go to your mobile device, your phone on
the Claude app. You've probably noticed you can
get Claude code over there, but Claude Cowork
was missing. So they're going to be releasing
that soon. DeepSeek is planning their own inference
chips to basically cut NVIDIA and Huawei out
of the deal for them. They're trying to get around
them and they rely on them heavily. SK Hynix
is planning a $28 billion US IPO or listing because
the demand for their memory has made a 260 %
stock jump for them. So this company is growing
like crazy. Solos is launching AirGo A6. These
are smart glasses. They're only 19 grams and
essentially they're smart glasses with voice
AI, but there is no camera in them. Vercel's
Guillaume Rauch is betting on splitting AI models
from agents. So he thinks that you're going to
get more bang for your buck and more efficiency
if you actually take the AI model away from the
agent and have these as two separate things.
In completely unrelated news, I got a text today
from my city in North Carolina that said that
we are in a drought and I'm only allowed to water
my lawn if my house number is even every other
day of the week. And then it has proceeded to
rain all day long. I'm not sure if we were supposed
to be saving water so that AI data centers don't
run out. but I think we have enough rain now.
The drought might be officially over. Okay, I'm
super excited. Maybe the most excited I've been
in a while. Anthropic has just allowed ClaudeCowork
to go on your mobile device on the Claude app
on your phone. Previously, it was only on your
desktop computer. And it's actually pretty annoying
because if you're doing something with ClaudeCode,
you could remote control it from your phone,
although it had some limitations. One of them
being I found I had like all the permissions
were set the same way from my phone. So I still
had to keep approving things over and over again,
like the olden days, which is kind of brutal.
But I'm really excited. excited because now you
can fire something off on your computer, leave
and you can keep, you know, get iterating with
Claude cowork on your phone. And I think it's
actually going to be able to take control of
your computer still and do stuff. So this is
actually insanely useful for so many things.
At the same time, Claude has also published a
list of what people are using Claude cowork for.
So in case you need any ideas, or you're curious,
there's one graph in particular, they said that
33 % of people are using Claude cowork for business
processes and operations. 16 % are using it for
content creation and copywriting and only 8 .7%.
So basically like 9 % are using it for software
development. I actually use it for software development
a lot. Um, but I kind of toggle between Claude
cowork and Claude code. There's like pros and
cons to both of them. I find if I'm doing something
where I need to be like logging in on the browser
to stuff and clicking around and grabbing files
off my computer, I'm going to use Claude cowork.
Um, if I'm doing something that's more in like,
you know, just making pushes to my GitHub and
stuff, I'm going to use Claude code. So anyways,
there's pros and cons. And I will say the biggest
pro with Claude code is that you just get way
more mileage out of it. I burned through all
my Claude co -work credits. I actually made a
new Claude max account just because I didn't
want to run out of all my fable credits, which
shout out also Claude. Claude said that they're
extending Fable 5, the use inside of the Claude
app. If you have like a Claude Mac subscription,
they're extending it to the 12th. They were supposed
to end today on the 7th, but they're extending
it to the 12th. So if you have Claude, you're
going to get way more Fable 5. Now, the problem
is if you're anything like me, you burnt all
of your Fable 5 credits already. I made a new
account yesterday and I have officially burnt
through all of my weekly credits already. So
that's definitely a problem. I'm trying to work
on that and I have to wait. till tomorrow, Wednesday,
before it reset. The next things that people
are using Claude for is DevOps and infrastructure,
7%, research and intelligence, 6 .4%, data analysis
and business intelligence, 5 .8%, document processing
and extraction, 4%, sales and revenue operations,
4%, and then everything else is about 14%. So
the biggest thing is business processes and operations,
content creation, and copywriting. That is basically
50 % of what everybody is using it for. I know
you'll be able to do all of that from your phone,
which is a huge unlock. It's also on 24 -7. So
you can actually give it a task on your phone
and then go to bed and it's done in the morning,
which is really nice. I think I've had issues
in the past when working with a similar type
of software from my phone where it like if you
turn your phone screen off, then it stops running,
which is bad. So anyways, it's always on. It's
from your phone. This will be fantastic. It is
launching today. It is in beta and it is for
Max Plan subscribers. If you're paying $100 a
month, it's also going to roll out to the pro
users at $20 a month later on. CoWorks demo that
they showed with this. This basically showed
it pulling data from email, Slack, and a bunch
of different meeting transcripts, and it was
writing a document, drafting emails, and it was
all doing that from your phone, which is really
cool, but it was using your computer to, like
your desktop, to do all those things, which is
pretty sweet. DeepSeek, the popular Chinese LLM,
is going to be designing their own chips to run
inference. This is something that essentially
they're doing to get away from relying on NVIDIA
and, of course, their big competitor, Huawei,
over in China, which currently dominates. It's
about half of China's data center chip market.
What I will say is that inference chips are cheaper
and faster to iterate on than training chips.
So that's kind of DeepSeq's something that's
going to help their own profit margin on every
response that their model is actually generating.
Alibaba and Baidu are both kind of pushing for
similar custom chips. OpeningEye and Broadcom
have released their own inference chip, which
is called Jalapeno. As far as the timeline goes,
custom accelerators typically take about three
to five years from design to production shipment.
And DeepSeq, they haven't. said you know what
any of their like foundry partners haven't said
anything about their timeline they haven't said
anything about the performance targets so while
they are starting to develop this i don't think
we're going to see it anytime very soon SK Hynix
is going to be selling shares on the US stock
market this week. They're raising about $28 billion
and they're letting anyone in the United States
get access to the world's second largest memory
chip maker. This is the first time this is happening
and if you remember my last episode, Samsung,
SK Hynix, and one company out of Idaho are basically
the only three people that can mass produce These
custom memory chips for AI training at scale.
This listing in particular is going to, I mean,
they're really just trying to capitalize on the
fact that in the last couple months, their stock
has surged 260%. All of this is because of AI
data centers, which desperately need high -speed
memory chips to train and run AI models. SK Hynix
is going to sell 17 .8 million shares. And a
lot of people are calling this entire situation
Ramageddon because when they came out with their
first quarter revenue, they're up about 200%.
100 % year over year, just because all of the
AI workloads have this massive shortage of RAM.
And if you take into account Samsung and everything
going on there, SK Hynix and Samsung are both
spending over $550 billion to build new memory
factories. This is one of the largest coordinated
equipment investments in semiconductor history.
So they're working together and there is a massive
investment that is going in right now. Solos
is launching Ergo A6 smart glasses. They're only
19. and they've decided to cut out the camera
entirely, but they do have voice AI built into
them. This is a really interesting play because
we have the competitors, which are Meta. We have
Apple working on smart glasses. We have Google
that has smart glasses going on right now. But
Meta and Google both have cameras inside of theirs.
I'm not exactly sure what's going on with Apple
because, you know, they're not going to come
out for a few years and we'll see that in a couple
of years because they're pretty slow with all
of this. But it's kind of cool that in the meantime,
while we're waiting for a lot of these other
big players to come out with their smart. glasses,
we're getting some new firms in here making some
cool stuff. This is super light, they say that
they're privacy first design, and it's going
to solve one of the biggest problems that smart
glasses have. I think a lot of people I've seen
complaining on LinkedIn and other places about
the cameras. And you know, if you're walking
around and people have these matter Ray Bans,
you never know if you're being recorded, it might
make people uncomfortable if you're talking to
them. And so or you know, if it's if you're wearing
them, and you're worried that the cameras could
be hacked while you're wearing them all day,
right, there's a whole bunch of issues. So cutting
out the cameras on these. It feels great to not
just be walking around with a giant camera on
your head all day long. And you get a lot of
the benefit of the AI, which is, you know, you
can voice to text, talk to it and get answers
back on what you're seeing now or what you're
talking about. Now, I think, of course, the biggest
drawback here is if I'm looking at my car engine
and I'm like, where is the specific cap I'm looking
for? If I have the glasses on, it can actually
let me know. And in Google's case, they're going
to be able to like highlight things so you can
actually see, which is really cool. But this
won't have that capability. These glasses in
particular have voice AI and their assistant
can handle anything from real -time translation,
which is amazing. I think this is one of the
greatest use cases of AI in these glasses. Calendar
reminders, calls, they also let you... hear the
surroundings through speakers behind your ear
so they can amplify different things for you,
which is really useful. I just might have to
get myself a pair. Vercel, which is the platform
where millions of AI agents deploy code daily.
And when I say that, like personally, I'm one
of those people. Basically, I think all of my
different softwares and apps are using Vercel
to host all of the different sites that I have
running right now. And the reason why is because
it works incredibly well. And I think I think
there's like a bunch of other good ones like
Netlify probably does this. And I think Amazon
has a version as well. But Vercel seems to be
one that has some incredible integrations and
APIs and MCPs, which connect to your cloud. And
so you can have cloud or codecs or whatever you're
using to code. integrated really well, so it's
easy to deploy code. So Vercel is betting that
the future belongs to companies that are going
to keep AI models and agents separate. So you're
not bundling these together by one lab, which
is basically what we've seen everyone doing so
far. Their CEO, Guillermo Rauch, says that customers
are already mixing OpenAI, Anthropic Gemini,
and open models like DeepSeek into infrastructure
that treats models as a swappable part. And he
says that companies that are facilitating that
are the ones that are going to win. Vercel right
now, they say that they process about 6 million
deployments per day. That's roughly half triggered
by coding agents and over 1 trillion tokens flowing
through their AI gateway daily. So I mean, this
really is a giant in the industry. They said
that they shipped EBE, which is a framework for
defining agents in plain language. And Vercel
Sandbox lets you control what data internal agents
can actually access, which I think is kind of
the code leaking and training problem that a
lot of people are working on. worried about.
They have framed this whole new paradigm by saying
that this is putting them in direct competition
with AI labs like OpenAI, which are building
their own hosting and deployment tools directly
into their products. Now, I will say I would,
you know, I don't think I would ever use a hosting
platform exclusively owned by OpenAI or Claude
or, you know, Anthropic. The same way I actually
don't love Lovable or other people that like
are pretty deeply integrated, even though Lovable
uses Supabase as the database service. I still
don't like how deeply integrated it was for me
to get off of Lovable was a huge pain. So I think
there's going to be always a place for companies
like Vercel that are independent and separate
from the actual labs because if you ever want
to switch from OpenAI to Cloud or from Cloud
to Codex, you want to have that kind of flexibility
where it doesn't really matter what coding agent
you're using. You've got to stay away from that
vendor lock -in. And speaking of which, if you
want to get access to over 80 different AI models
all on the same account, I'd love for you to
try out AIbox .ai. That's my own platform. I
let you access everything from audio, image,
video, even music generation models. There's
over 80 of them. I mean, there's all the basic
ones that you know, like Cloud and OpenAI and
Gemini, tons of open source ones you haven't
heard of or tried before, some really cool video
and audio powered AI tools on there. So if you
want to check out all of that for only $8 .99
a month, go check out AIbox .ai. I'll leave a
link in the description. Otherwise, I hope you
all have a fantastic rest of your day.