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. Welcome to the podcast. SuperSafe Intelligence
has landed a massive new deal with NVIDIA for
a huge boost in computing. Claude Opus 4 .7 has
just finished a two -week coding job. There's
this basically new benchmark that has come out
that is really exciting to me, and I'll tell
you why. Google AI overviews now appear in 43
% of searches. This is up 15 % from a year ago.
Let's talk about how the landscape is shifting
specifically in SEO. NVIDIA, Microsoft, and IBM
have all launched Open Secure AI Alliance to
defend agents. We're going to talk about why
there's so much drama in that. Enigma has exited
stealth, and they've just gotten $70 million
to rethink how humans are talking to robots.
Safe super intelligence is only - only two years
old. It's the research lab that was founded by
Ilya Seskovor after he left OpenAI, and they
have secured a multi -billion dollar investment
from NVIDIA and also access to their next generation
Vera Rubin GPU platform. This deal in particular
is basically going to increase their compute
power by about 10x, which is a massive jump,
and it's going to let them scale their research
into AI safety and reasoning. And you know what's
crazy about this company, if you've been following
along, they literally have not even shipped a
product yet. They don't have any revenue, and
they've just gotten this multi -billion dollar
investment from NVIDIA, really just writing off
the fact that Ilya Suskovor is famous, was one
of the OGs at OpenAI. And of course, he's, when
I say famous, famous because he's a very incredible
AI researcher. But still, it's, I mean, just
really running off of the name, which is amazing.
SSI has now raised $7 billion total. They have
$32 billion for evaluation, and their backers
are NVIDIA, Andreessen Horowitz, Alphabet. Sequoia,
Lightspeed. So I mean, they really have all the
biggest tech players. They've raised so much
money and still no products have been shipped,
no revenue has been generated, and they're continuing
to raise more money and get more contracts. And
just to be fair, this is actually what Ilya said
when he started the company. He said, don't expect
any products for, I think he said two to four
years or something like that, which is kind of
what happened with OpenAI, where there was a
lot of money raised, a lot of research done,
and then they started coming out with stuff.
It looks like that's what SSI is. is doing vera
rubin is nvidia's next generation gpu architecture
and by getting this ssi is essentially going
to put themselves as an early flagship customer
they're also going to collaborate with nvidia
on advancing future compute platforms and with
the background of ilia i think for um nvidia
this is like a really good kind of name brand
company working with them on it and also it's
going to help a lot with r d ssi also partners
with google cloud which means that they have
two of the largest compute suppliers in the which
are funding their runway while they're working
on a new foundational research that they're doing
instead of shipping products. Suscover right
now is really betting that some of this deep
research on AI alignment and reasoning is going
to help solve some of the problems. And so he
doesn't have any of the product pressure that
everyone else has, but the level of compute backing,
and I think a lot of the investor confidence
to me is signaling that, you know, maybe this
is a crazy bubble or maybe he's onto something
that we don't know. And definitely, I think there's
some value. in the long game. Opus 4 .7 has implemented
a 61 ,000 line Apple software program from scratch.
I was rolling my eyes when I first saw this news
story because it was like it did it in. 14 hours
when it should have taken two weeks and did it
for $250. Okay. What's cool to me is there's
a new benchmark called mirror code. And it basically
tests whether an AI can rebuild real production
software. Um, and it doesn't, it's not allowed
to get the code for that software. It basically
is like, Hey, go look on your computer. Um, go
try to copy like Apple, the Apple music app.
You can look at it. Um, try to copy as best you
can. You don't get to see any of the source code.
You don't get access to the internet and it's,
it's basically a black box. And how long does
it take you to, to, build it and how much money
does it cost? And so in this particular test,
they were able to have Opus 4 .7 and also opening
eyes GPT 5 .5. Both of them re -implemented GoTree,
which is a 16 ,000 line parser. And they did
it across a bunch of different programming languages.
They did it for $100 to $400 each. What's interesting
is they had like a bunch of other softwares that
they worked on, but of the 25 different programs,
17 that they were, that it was tasked to recreate.
basically achieved perfect reimplementation and
at least one run and four of them were 99 % perfect
implementation. So, you know, between 17, like
17 plus four, we're basically at, you know, almost
the 25, a very high percentage. Only eight of
them were unable to solve it. It's exciting to
me just to see how far we've come. These AI models
are now like the benchmark is how quickly can
you recreate an entire piece of software. So
I'm really excited about that. approach in particular
and i think it's probably one of the better benchmarks
that i have seen Google AI overviews now show
up in 43 % of all searches. That's about triple
the rate from a year ago. And I think this is
a big shift. Google is becoming basically a destination
where you get your answers answered directly,
just like ChatGPT, instead of pointing you to
other websites. And I mean, right now that's
43%. I think we're going to go to 80, 90 % in
the coming couple years. Google AI mode visits
jumped 121 % in the last 11 months. That's climbing
from 126 million in June of last year. to $279
million in May of this year. So publishers, publishers
are definitely losing referral traffic because
users are just going to read that snippet at
the top of the Google, right? They don't have
to go and scroll down and actually click on it.
Even to the point where like, sometimes I'll
see an article and you know, not proud of it,
but it'll be like Wall Street Journal. I don't
have a public, I don't have like a subscription.
I see the title. I'm like, you know, that's super
interesting. I paste the title into Google and
Google is kind of getting sued. All of them are
getting sued for summarizing these paywalled
articles. So I, but so I'll just throw it in
there and be like, Hey, like, give me a summary
of this article. It doesn't do. that. So if you
paywall the article, that might be the only secret
solution to getting people to really come, assuming
you're still relevant and you have an exclusive
story that no one else has. And I mean, that's
just for news stories. For most general knowledge,
that's really not going to be a thing. So ChatGPT
right now is sending way less users to external
websites. Only 6 .8 % of chat GPT searches include
citations as of May of this year, which is Google
versus Google that has a way higher rate. So,
you know, if everyone's moving to these AI tools,
there's just a lot less traffic going to websites.
All right, big news from NVIDIA, Microsoft, and
IBM. They've all launched what is called Open
Secure AI, and it is an alliance to defend agents.
This is something they just rolled out, and it's
basically an open source cybersecurity tool for...
AI agents. The group of them are all arguing
that closed AI systems block defenders from investigating
breaches. And they're right now lobbying against
government restrictions on open AI that could
leave only a bunch of companies controlling some
critical security tools. It's interesting that
they have to do the lobbying because obviously
the critical security tools are like open AI
and anthropic. And yeah, it's interesting. There's
also 30 other people that are in this as well.
Hugging Faces uses an open weight GL. 5 .2 model
to analyze 17 ,000 actions during their own security
breach after a closed AI system refused to run
the forensic analysis. I mean, basically what
happened there was OpenAI made a model, it escaped
containment, went to Hugging Faces and tried
to hack Hugging Faces. Hugging Faces saw that
there was a hack or breach going on. They tried
to deploy another OpenAI agent against it to
stop it. The guardrails on that agent blocked
them from defending themselves and they literally
had to go to an open weight Chinese model GLM
5 .2 to stop the breach. That's crazy. Agents
versus agents. But I think it really shows the
value of some of these open source or open weight
models. NVIDIA is open sourcing NOOA, NVIDIA
Labs Object Oriented Agent Framework. I know
it's a mouthful. They're doing that on GitHub,
but that should make AI agent behavior easier
to test, trace, and audit, which is a huge hole
in the market. Right now, this group of companies,
or people call it like an alliance or whatever,
but they're directly in opposition to OpenAI
and Anthropic's call for restrictions on open
-weight AI. And they're arguing that these kind
of limitations would concentrate power to a few
closed providers. So it's interesting, though,
because it feels like OpenAI and Anthropic obviously
have the best models. These other people are
working. on models, but they're not the leaders.
And so it feels like because they're not the
leaders, maybe they want to sabotage the other
companies. Meanwhile, the companies that are
ahead are like, nope, we need restrictions to
hold us in place. So there's like a lot of drama
that goes on behind that. But overall, I think
this is a good direction by Microsoft, IBM, and
the rest of the crew. A company called Enigma
is a startup that was founded by a former Microsoft
and Israeli intelligence veterans, and they just
raised $70 million to test a new bet that robots
fail, not because AI models are weak, but because
the way humans control them is really clunky.
So right now they're opening 100 of their own
robots to anyone on the internet to remote control
them and to generate data on what actually works.
So this is fascinating, right? I mean, we have
like, crowdsource data collection is something
that is being worked on. But now we have like,
crowdsourced robot control here's our robots
you guys control them and we're going to collect
data on how that works this is a really cool
company to me because enigma built both the robotic
arms and the ai models that are powering them
they did all from scratch this is i mean impressive
for a company that's only a year old and with
this users basically there's like a portal and
you can remotely direct the robots to draw pictures
it can fence with swords it can run chemistry
experiments um it's all through the internet
there's like a hanger in israel and a hanger
in california that have these robots in them
that are doing all of this. So they just raised
the $70 million, and that is going to fund data
collection, experiments on which input methods
work best, voice, text, video, all that kind
of stuff, and the manipulation of what the robots
can see and do. So fascinating project. Guys,
thank you so much for tuning into the podcast
today. If you enjoyed this episode, make sure
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and I'll catch you all in the next episode.