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. OpenAI is shutting down their Atlas
browser nine months after it launched, and they're
folding the features into ChatGPT, into a native
app, and into a Chrome app. Meta is launching
MuseSpark 1 .1, and this is directly competing
with Claude and GPT 5 .6 on coding. Sunrun is
going to pay customers to host AI compute nodes
in their homes so you can turn your home into
an AI data center. And SkyHinix has raised $26
.5 billion. in the largest ever foreign IPO in
the US market. Fiji Simone is stepping down as
OpenAI's application chief because of chronic
illness. The craziest thing just happened to
me yesterday. If you listen to the podcast, you
know that for the last couple of months, I've
been talking trash about a bunch of Chinese AI
companies on my podcast, but they have finally
proved me wrong. So yesterday I discovered the
incredibly innovative AIbox365 .com. So essentially
I was getting Claude to do SEO for me, asking
- you know, a bunch of a bunch of different tips
and strategies for AI box .ai, my own startups,
SEO, and it identified for me, it said, Look,
there's a red flag, because there's another startup
called AI box 365 .com. It does exactly what
you do. So it's a company, they went and they
registered our exact name, they added 365, they
cloned our landing page, and our pricing, it's
like the same pricing. But the only difference
is if you click the sign up button on their website,
it doesn't sign you up right there, it actually
redirects you to a complete completely different
site called AI mirror hub .com. And that one
has a bunch of Chinese characters on it. I think
the site is actually like translated from Chinese
into English, just automatically on Google, how
you know how Google does that. If you've seen
Silicon Valley, you know, they basically just
got Jin Yang, where I mean, he pitches, you know,
Uber, but it's Chinese Airbnb, but it's Chinese,
we now have AI box, but it's Chinese. And everything
else is the same, except that it now points to
their website, just basically. basically poaching
off of our SEO. So how do we stack up against
this incredibly innovative Chinese competitor?
Well, I'm proud to say that even with the ability
to go and clone our site, we still beat them
on pricing. They are $9. We're $8 .99. So we're
one cent cheaper. They have 10 models on their
platform. We have over 80 different models on
our platform. And if you go and get an annual
subscription from them, it's $109 where our cheapest
annual subscription is $86 .99. So we're beating
them on annual. I'll leave a link in the show
notes. OpenAI is... Shutting down Atlas. This
is a browser that they launched nine months ago,
and they're moving all of the features from that
into a Chrome extension. And they're also upgrading
their chat GPT desktop app instead. I mean, this
is basically what Claude already has with the
Claude app that has like all of their different
Claude code and Claude co -work and even the
chat all inside of one app. It looks like OpenAI
is trying to consolidate and do that same thing.
And I even saw Claude today launch the fact that
they have a browser built into that. So I wouldn't
be surprised if chat GPT did something similar
and had some sort of browser. built in eventually
to the ChatGPT app. They want to consolidate.
They don't want multiple apps. And Claude also
has a Chrome extension. And so it looks like
OpenAI is basically following Claude's playbook.
It works really well. I use both the Chrome extension
and the app on my desktop. And sometimes they
chat back and forth and they use each other.
But anyways, this is, I think, the way to go.
And OpenAI is copying that. The new ChatGPT Chrome
extension is going to compete directly with Google's
Gemini side panel. And I think it's going to
basically answer any questions. that you have
about a web, any specific web page. So I can
look at the content on that page. It can handle
multi -step tasks. You're not leaving the browser.
The other cool thing that they do is they're
building a cloud browser. So it's going to run
on their own servers. And basically it lets ChatGPT
agents complete tasks for you while your desktop
app is staying responsive. There's a couple of
different cool things here. One is like, I love
that Cloud Cowork, for example, uses the files
on my computer or, you know, let's say the Cloud
Chrome extension. use and take control of my
screen. But a lot of times I just want something
done and I don't want it to mess up with my screen
or what's happening on my computer. I just want
it to go happen in the backend. So that looks
like what OpenAI is building here. But this is
now leaving room for the browser company and
for Perplexity that both have their own AI native
browsers to potentially take more control of
the industry. Meta has just released MuseSpark
1 .1. This is a coding model and it's designed
to build features and manage workflows inside
of enterprise software without any human intervention.
At 1 .25 per million input tokens, it's basically
priced directly to compete with Claude Haiku
4 .5 and GPT 5 .6 Luna. So these are kind of
the dominant cheap coding models. So it's not,
you know, the best. It's basically trying to
compete with the cheap coding models. The thing
that I love about this is that Mark Zuckerberg
has broken his three year silence on X to promote
this. This is his first post since July 2023,
back when I think threads dropped. And when threads
dropped, it's kind of funny because he was making
a post about threads and it was, you know, cloning
X. Specifically what he said about this, he said,
today we're releasing MuseSpark 1 .1, a strong
agentic encoding model at a very low price. It's
available through our new meta model API and
meta API. MuseSpark 1 .1 is the strongest at
agentic performance, tool use and computer use.
It does well on long running tasks with a million
token context window and can delegate execution
to sub agents running in parallel and is trained
to use computer interfaces on desktop, mobile
and browser. browser. The meta model API allows
developers to build using Muse spark. For the
first time, our focus is on delivering strong
agentic and multimodal models at a very low cost
more to come soon. Honestly, I'm pretty stoked
that we're getting Mark Zuckerberg tweeting again.
But also I think this is a good model. I'm excited
to see what they do with this. And a lot of people
have been pointing out that like just from internet
traffic, meta is scraping like crazy. They're
obviously building some big things. We don't
know exactly what but I'm excited to have another
competitor in the ring. Accompanying called Sunrun
is paying customers to host AI compute hardware
in their homes, aka little mini data centers
at your house. They're trying to basically spread
the AI workload across 1 .1 million residential
solar and battery systems instead of building
massive data centers. There's a couple interesting
things right now. One of them, I think it basically
gets them around a huge problem, which is that
70 % of Americans oppose new data center construction.
You know, they're worried about like pollution
and noise and power drain. There's also a ton
of like political campaigns going up. Some people
have accused China of funding a lot of these
different campaigns. Kevin O 'Leary said that's
the case in many instances. So being able to
just, you know, not have to worry about getting
one of these things approved, because I saw a
stat that it was like 40 to 60 % of all data
center projects don't get approved on the local
level because of, you know, people pushing back
or whatever. So if you could just go directly
to consumers, and if everyone had a little mini
data center on the side of their house, I've
seen people, you know, float like, hey, you get
free electricity and other different benefits
to it. So if that was the case, I guarantee tons
of Americans would sign up for free electricity
to host a data center on the side of their house.
And then you wouldn't have any of this kind of
regulatory burden as well. Sunrun has completed
a proof of concept pilot and they're planning
to resell the compute capacity to AI companies
like Anthropic and OpenAI within the coming months.
Home -based nodes like these little mini quote
unquote data centers, will essentially run partly
on rooftop solar and also batteries. And then
they're going to basically reduce grid draw compared
to a single warehouse scale facility, which is
drawing hundreds of megawatts. And I think this
is kind of the concept that a lot of people have
talked about with building these data centers.
Trump has talked about it a lot saying, hey,
look, if you're building the data centers, you
should go and build like your own energy generation
plant next to it, basically telling people they
should build their own gas, electric, solar,
wind, whatever you want, like energy generation
should be built in. to these so that it's not
pulling off of the grid. And if you do this the
way that they're doing this now, they're going
to bring their own batteries, solar, and it would
just basically increase what is on the grid and
not take from it. A lot of the top AI labs are
trying to get these data center deals. It's basically
a land grab right now. And Anthropic just signed
a 20 year Kentucky facility lease, but the permits
are a huge bottleneck and it hasn't actually
solidified yet. SK Hynix. I've been talking about
them a ton on the podcast lately. I've just raised
$26 .5 billion. This is the largest ever foreign
IPO that's happened in the United States. I've
been talking about this as it's been coming up.
But the thing that's interesting is that they
actually beat Alibaba's 2014 record. And Wall
Street is bidding really aggressively for exposure
to this one particular chip maker because they
make high bandwidth memory, which basically powers
NVIDIA's AI accelerators and AMD's as well. interesting
is there's only three players that make this
particular high bandwidth memory. Samsung is
one of them. SK Hynix is another. And there's
one called Micron. I believe they're based in
Idaho, but there's only three of these companies
in the world. Their stock prices have absolutely
been soaring. The companies are raising and making
tons of money. It's absolutely eye -watering.
And so right now they've decided that they're
going to go public and capitalize on this. They
sold 1 .779 So 177, basically, or 178 million
shares at $149 each. It was priced 2 .7 % above
their South Korean average. And there is demand
for more than seven times the available supply.
The stock opened 14 % above the IPO price. Friday,
the ticker is SKHYV. It then started doing regular
trading on Monday and under SKHY. U .S. Commerce
Secretary Howard Lutnick said that he's already
negotiating with SK Hynix and Samsung to both
build new chip factors in the United States.
We already have one in Idaho, but you know, or
one company that's based in Idaho, but we want
to bring everyone else in as well. I think basically
this just shows that in the United States, there's
a ton of appetite for AI infrastructure, even
if it's not in the US, even if it's not based
in the United States. Like, I mean, essentially
by investing in this IPO, you're investing in
hardware companies based in Korea, which isn't
a bad thing. Washington right now wants to rebuild
a lot of the domestic memory manufacturing. which
all of it has kind of been abandoned in the last
10 or 20 years. Micron fired back with a $250
billion US investment pledge. A big part of this,
I think, is federal subsidies and talent. Fiji
Simone is stepping down as opening eyes number
two executive and she is moving to part time
advisor after a three month medical leave. So
she had consolidated products and a lot of business
operations under her since May of last year,
but she had a really severe relapse of a chronic
illness and that led her to prioritize recovery
ahead of. OpenAI's IPO that's happening next
year. She was diagnosed with POTS and Greg Brockman,
I think is going to take over a lot of her responsibilities.
The reason I wanted to bring this up, because
I know this is sort of just like a random thing
to throw on the end of a podcast. I mean, it
is the number two person at OpenAI, but my point
being life is short. All of this and AI, everything
happening in the markets, all of this, you know,
technology, it's super exciting and interesting.
But at the end of the day. Nothing is more important
than taking care of yourself, your family, your
help. There are much bigger things than AI and
technology, even though this is what we talk
about every day. I think she obviously realized
that life is short. I'm really, you know, praying
for a speedy recovery for her and for anyone
that is suffering from illness. All right, guys,
thank you so much for tuning into the podcast.
If you enjoyed this episode, make sure to go
check out therealaibox .ai, not the fake one
that is based in China. And also make sure to
leave a review if you haven't left a review already
on the podcast it helps the show out so much
i am eternally grateful and i hope you guys all
have a great rest of your day