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. Samsung held acquisition talks with
Physical Intelligence, the robotics company,
and this is making the OpenAI robotics push a
little bit more complicated. Meta has launched
something called Content Seal AI Watermarking.
This is three years after they promised to put
AI labels on content. Synthesia launched Roleplay
Sessions. Their goal is to let employees talk
with AI to improve their conversations in a bunch
of different areas, and they get judged on it.
Samsung is in talks to back Mistral at a 20 billion
euro valuation. Next era. Duke and 200 other
utility companies signed Trump's AI electricity
pledge. Last week, I just started running my
first ever Facebook ad campaign for my startup
AI box dot AI, which up until now has grown completely
organically. We're ready to invest a little bit
into paid marketing. The top performing ad I
wanted to tell you about because I thought it
was pretty funny. It's basically it looks like
a news clip. It's like says tech alert. And it's
me in the kind of big banner image looking shocked.
And there's like in the top corner, there's like
a zoom in on like an image and camera lens. And
the headline on it says, now Claude makes images,
no extra apps needed. And the caption on it says,
get Claude to generate images, every top image
model right inside the chat, no new apps, no
API keys. Anyways, I thought it was funny. This
is basically, I've tried 77 different ad types
and styles and variations. And that is the winner
of 77. So I figured if I was going to tell you
guys about the new MCP on AI box that lets you
generate 80 different AI models inside of Claude.
going to just tell you guys the top performing
Facebook ad. And yeah, it's super cool. I've
been using it all week. Anytime that you want
to generate an image inside of Claude, you could
just say Claude generate an image of X, Y, Z.
And you just basically put in the prompt that
you give to chat GPT or any other image generator,
and it will pull the image straight into Claude.
Claude can then go use it. The thing that I mostly
am using it for number one, uh, Facebook ads,
because I've been creating 77 of them this week.
Also though, I've done it with a bunch of different,
uh, websites where I'm like, Hey, I generate
this website and we all know what. cloud website
looks like it's pretty generic. And so I'll say,
hey, generate custom graphics for each section
of this website. Sometimes I'll even say, hey,
go generate, you know, take a screenshot, I'll
take a screenshot of what the website looks like.
And I'm like, regenerate this website, an image
of this website where the design looks a lot
better. And it will use an image generator to
kind of fill it out with custom graphics, make
it look better. And then I'll say, hey, now go
and take each of the little custom graphics in
this image and generate an image for each of
those and embed it into the website. This is
basically turned my website. and apps that I've
done from looking super basic and generic to
looking super customizable or custom, right?
So anyways, very cool use case. If you want to
check it out, it's AIbox .ai slash MCP. I'll
leave a link in the description. Speaking of
Cloud and Anthropic, Anthropic held acquisition
talks with Physical Intelligence this spring.
It is an $11 billion robotics startup. And the
deal didn't actually close, but both Anthropic
and OpenAI are now really racing to try and build
robotic capabilities. because they're both going
for the new big IPO. They're both going to, you
know, debut on the stock market later this year.
And robotics is such a hot area. It's kind of
interesting SpaceX, you know, with the Space
Data Center route, which Sam Altman says is a
scam. Elon Musk says it's going to happen. But
whatever way you want to cut it, it was a very
novel, very new kind of competitive advantage
that SpaceX had. Open AI and Anthropic, I think
both want to get into something physical. Open
AI has done a lot with physical data centers.
I think that's going to bode really well for
them. But I think both of them want to get into
robotics, which is kind of the new phase of AI
where we're going to have robots that have AI
embedded into their brains. One thing I wanted
to clarify is that while physical intelligence
is a quote unquote robotics company, they don't
have robots. They've raised a billion dollars
and they make a very popular AI model that's
used for controlling a lot of robots. It's used
in academic research. It's called PI's. 0 .5,
and that's the symbol pi. OpenAI acquired 17
companies since 2023, and they just launched
an official robotics lab in San Francisco. Anthropic
is testing robot control through their safety
research group. Both of these companies share
investors in physical intelligence, including
Coastal Adventures, Thrive Capital, and Founders
Fund. So there is definitely some overlap in
their different robotic strategies. I think if
you understand the physical world, that's going
to be super essential. for the next generation
of these AI systems that OpenAI and Anthropic
are both coming out with. So a model like this
that can help robotics would be incredibly valuable,
not just for the model, but because it has the
ability to go and collect real world data when
it's put inside of a robot. You know, we have
these different companies that are paying, I
think Swift might be one of them, but it's literally
just paying people to accept a robot or a person
in their home to come and clean their home while
wearing a hat with a camera on it. And it's essentially
the camera's recording that's going to be used
for training robots. But if you actually have
a model that's used for the robots, then you
can embed that in the robots and then you can
send them out to do tasks. You can have the robots
capturing data to help train other robots. I
mean, there's a lot of different interesting
use cases. I mean, maybe at that point, if the
robots are training, they'll train in a bad way.
So maybe we still want to get the humans for
the training data right now. But either way,
this is a really critical company that both of
them are looking at. Meta has just launched Content
Seal. They launched it just this month. It is
an invisible watermark that identifies images
made with their new Muse model. So three years
ago, they promised, you know, they're like, hey,
look, we're going to get these labels on all
of the different AI generated content that's
on like Facebook and Instagram and stuff. This
watermark in particular only works on Muse images.
So obviously there's millions of AI photos that
Meta generated since 2023, and those are not
detectable by the tool. I think there's a bunch
of different articles online where people are
kind of begging on Meta for that. I'm going to
be honest. At the end of the day, I think most
image generation models with AI, like they're
getting really good, but they're not perfect.
And they're pretty. I'd say they're detectable
now. We're not like past the undetectable phase.
So as far as like a lot of people are kind of
begging on Meta saying like, look, they promised
this and all of these images since 2023 are undetectable.
And Meta's models in particular, in my opinion,
are pretty bad. And so I'm not super concerned
about all of their old image models. This new
Muse image model is really good. And so I'm happy
that they're adding it here. Detection only runs
through a rate limited web tool though. So it's
not actually inside of Meta AI where users are
actually seeing all the AI. generated images,
and Meta hasn't said when or if they're going
to add detection to their chatbot. ContentSeal
is basically copying what Google did with SynthID,
which OpenAI already uses, but Meta built their
own standard. They didn't really want, I think
they were all, even it's actually funny. So they
were actually on the same steering committee
for C2PA, which is kind of an industry -wide
standard, but they just went and rolled their
own thing. I mean, tech companies are going to
do this. Synthesia, a startup that I have been
using for many, many years, way before ChatGPT,
launched a new product. called Roleplay Sessions
on Wednesday, and basically it lets employees
practice conversations with AI avatars, and then
it's going to grade them against a rubric. So
this is a company based out of the UK, and they're
basically betting that enterprises are going
to pay more for proof that training actually
changes behavior, not just cheaper video clips.
So a lot of the early customers for this include
one of Europe's top three firms by market value,
a top five Fortune 100 firm, and one of the world's
largest recruitment companies. It's always funny
to me that like no one wants to put their names
on like, hey, we're using AI to do everyone's
training. But obviously some of the biggest companies
in the world are using it. The product uses OpenAI's
reasoning engine for the actual grading. So it's
just plugged into, you know, OpenAI. Synthesia
keeps its avatars and voice technology proprietary.
So, you know, they're very competitive there.
That's kind of what they've always done is had
these, you know, avatars, these AI generated
avatars. Voice technology, they do a great job
there. But then once someone does a test with
one of these avatars, it's going to spit it over
to OpenAI to give them a grade. Synthesia plans
to expand from enterprise only. They're going
to try to target small businesses and schools
in the next couple months. The cost to run a
lot of these AI conversations keeps going down,
especially when you start using open source models
or other things once they get good enough. They
don't have to do everything, but for certain
tasks, the cost goes down. And so then all of
a sudden, small businesses and schools are a
better target audience for them. Right now, I
think this is positioning Synthesia as kind of
a performance management platform. So it's not
just an AI video vendor. It's always interesting
to me when these AI companies start going more
deeper into one particular niche or another.
This is a company that like I've used their AI
avatars for a million years. I used to use them
years ago for generating podcasts. But right
now they're making this big shift and they're
going way more deep on kind of like skills and
leadership and some of these measurable improvement.
areas and where you can, you know, get analytics.
So you can have someone go and talk through,
you know, with their avatar on what they do in
a certain situation and it will evaluate them
for leadership or it'll, you know, be like a
sales coach. They're selling the avatar something
and it will evaluate them on that. So honestly,
very interesting use case. Samsung is currently
in talks to invest in the French AI startup Mistral
at a 20 billion euro valuation that is more than
triple its value in mid 2024. This would make
Mistral Europe's only Frontier AI lab, which
is now competing with OpenAI and Anthropic. It
would also give Samsung a direct stake in this
new company that actually powers all of their
Galaxy phones already. Mistral also just raised
$5 .8 billion in June. So they raised that from
General Catalyst that was kind of leading that.
And now this $20 billion valuation, it would
be a 3 .4x jump in under 18 months. So pretty
incredible. Definitely on track with all of the
US Frontier lab growth rates. already integrates
Mistra models into their Galaxy device features
in some specific markets. They're trying to reduce
their reliance on Google Gemini and offer region
-specific choices, which is interesting. I think
a lot of places in Europe, this is what they're
kind of defaulting to. Mistra was just founded
in 2023. It was a former meta and deep mind researcher,
and it focuses on open -weight models and API
services. Really, they're focusing on kind of
the European market. They're navigating EU AI
Act and data sovereignty concerns and all. that
kind of stuff. Nearly 200 utility and data center
companies, including NextEra Energy and Duke
Energy, signed Trump's pledge to shield households
from AI electricity costs. That is now covering
80 % of U .S. power delivery. It was really just
this kind of voluntary commitment, and the goal
with it was to make AI providers not regular
people pay for new power plants and grid upgrades.
I think there's a bunch of different ways to
think about this. A lot of data centers are getting
kind of shut down. or the data center projects
are getting shut down from proceeding because
it's very unpopular, especially when local governments
are offering big incentives for data centers
to get built. And especially when they're offering
energy incentives. So you know, they're subsidizing
their energy because subsidized energy just means
that the taxpayer or whoever's locally living
there, their energy costs go up. So obviously,
a lot of people are not happy with this. And
I think this is trying to not just get around
to that issue, but make them you know, not make
these projects more popular because we want the
advancements in our country. But obviously, people
don't want to get stuck paying the bill for all
of this. The original signers from March were
Google, Meta, Microsoft, Oracle, OpenAI, and
Amazon. And they've expanded that list to a bunch
of major utilities and data center companies
like Equinox and Digital Realty. So hopefully
this makes a difference and data center providers
are not going to be passing on the cost to consumers.
And this actually works out. I think there's
a lot of controversy on this. Some people think
it'll work. Some people don't think it will.
But let's hope that this is a good. bit of legislation
that goes through. Guys, thank you so much for
tuning into the podcast today. If you enjoyed
the episode, make sure to go check out the AI
Box MCP if you want to get AI image, audio, and
video straight into Cloud. Or if you're using
something like ChatGPT, they're about to pull
the image or the video model store off of it.
If you want to get Google's VO3 inside of that
or any AI model inside of any AI model, we have
80 plus AI models and our MCP works with all
of them. So go check it out. There's a link in
the description. I'll catch you guys all in the
next episode.