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's first piece of hardware coming
out with Johnny Ive is going to be a smart speaker.
in the shape of a donut that costs between $200
and $400. ByteDance is training a 10 trillion
parameter model and their goal is to basically
compete with Anthropic. Replit's CEO says stop
learning to code and build a self -driving company
instead. Airbnb credits AI for an 80 % jump in
the features that they have shipped and they
said they're going to test AI search next. Moonshot's
Kimmy K3 breaks out of its sandbox to cheat on
a security test. because, of course, why not?
Meta, Anthropic, OpenAI, they all broke out of
their security, you know, sandboxes, so why not
KimiK3? If you want to get a deeper dive on all
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it out. OpenAI is building a $300 to $400 smart
speaker. It's going to be shaped, some people
say like a hockey puck. I've heard it's shaped
like a donut. Essentially, the design got created
by Johnny Ive, who, of course, famously created
the iPhone. And he is going to be launching this
in 2027 in this partnership with OpenAI. The
device has moving parts and it has a bunch of
lights. The idea is to make it feel really responsible
while you're talking to it. So it's going to
be like moving around. They're calling this kind
of like a premium alternative to an Amazon Echo
or Echo Studio. And the Echo Studio is $220.
So they're, you know, almost $100, maybe $200,
maybe twice the price of the Amazon Echo Studio.
All of these details are coming out at a very
exciting time because Love From, which is Johnny
Ives' design studio, They created all of this.
It's super high quality. They have all this premium
materials, but this is all happening at the same
time that OpenAI is being sued by Apple over
alleged hardware trade secrets. This would be
OpenAI's second consumer device after the $230
Codex Micro Keyboard, which I personally have.
The company is evaluating other different AI
-powered hardware beyond just this speaker. ByteDance
is training a 10 trillion parameter AI model,
so it's about the size of Anthropix Mythos 5,
but it is... three times bigger than China's
largest model that they have ever released. This,
I think, is showing that ByteDance really wants
to be a world -class frontier AI lab, independent
of whatever's coming out of the United States.
And the scale is something that no other Chinese
company has attempted. Pre -training is expected
to take three to six months before they do fine
-tuning. Their current chatbot is called DuoBao,
and it already has 324 million monthly active
users in China. So it's definitely the most used
AI. chat tool in China. This seed research team
that is leading the effort has grown to about
2000 people across China and overseas. I think
it's led by former Google DeepMind scientist
Wu Yong He. So ByteDance has really closed most
of the gap with a lot of the US frontier labs
in all of the different benchmarks. Moonshot
and Alibaba models now are very close to Fable
5 in a lot of different tests. And now a successful
10 trillion parameter model potentially could
really put China to the forefront at a time when
we're having a lot of conversations about banning
Chinese open weight models and all of this stuff.
Now, I will say, you know, given China's massive
population, much bigger than the United States,
having 300 million monthly active users is and
you know, it is the it's kind of the forefront,
the number one company in China doing this, it
is definitely behind America's 900 million monthly
active users, but that's also globally for chat
GPT. So it's gonna be interesting to see how
these two things shake out. And of course, it's
also interesting considering the fact that ChatGPT
and Anthropic are banned in China. Meanwhile,
you have Chinese models coming into the United
States, and they are allowed to be used. Replit
just raised $400 million at a $9 billion valuation,
and they're on track to hit $1 billion in revenue
by the end of the year. That's up from $2 .8
million in 2024. That is absolutely astronomical.
Their CEO says that they are building a... self
-driving company where AI agents do most of the
coding work. And then their team's input has
almost tripled in the last six months. So more
than 50 million people now use Replit to build
software, including 85 % of Fortune 500 companies.
According to their CEO, people have stopped learning
to code altogether. Well, I think there's some
elements of that that are true. I think there's
also a lot of people that are never, you know,
would have touched code or thought they'd be
a developer that are also turning into developers
and learning a lot more about code. than they
thought they would, myself included. Airbnb says
that AI now writes 60 % of their code and it
has cut the time from idea to launch by 60%.
They said that they have an 80 % jump in new
features that they shipped in the first half
of 2026. They're also testing an opt -in AI search
tool that's gonna basically let us just type
in plain text questions that we would like answered
about certain places instead of scrolling filters.
I actually really like this. I've seen this play
out really well on GoDaddy when you're looking
for a domain name instead of in the past. I mean,
I just had this painful experience with every
company I've ever started or every website I've
ever registered where you go, think of a name,
test it in GoDaddy, see if the .com, .io, .ai,
whatever, the variations are available. If everything's
taken, you think of a new name, you type it in,
and it just takes forever. It's a terrible experience.
GoDaddy now has it where you can put in a few
keywords and just like you're chatting with ChatGPT,
you can say, what you're kind of looking for
and it will give you a bunch of recommendations.
I think Airbnb is going to be the same thing
where you can say, hey, look, I'm looking for
something near the end of August for two weeks
in Madrid. I'm looking for it to be close to
XYZ place or within walking distance of this.
And like you just kind of chat with it about
what you're looking for and it will fill it out.
And I know some people are like, well, why can't
you just do that with the filters? And yeah,
you can go use the filters, but I absolutely
hate having to learn any company's UI when they
change the UI. It's a pain when you could just
voice to text. it into Airbnb and get exactly
what you're looking for. To me, that is a way
better user experience. Airbnb's AI support agent
already handles about 45 % of their customer
issues without having any sort of human in the
loop that cuts customer support costs per booking
by 16 % year over year. And actually do like
that because the more money they save, inevitably
that some of that will get passed back to the
customer on being able to offer things for less.
Their Q2 revenue rose 17 % to $3 .6 billion.
And their profit, which is adjusted EBITDA was
climbing 21 % to 1 .3 billion. And in perhaps
the most predictable news story of the day moonshot
ai's kimmy k3 we've all heard this you know everyone's
talking about this right now it is one of the
most popular chinese ai models apparently it
escaped a uk government security test by discovering
a network misconfiguration and then pulling answers
from github to solve the task it was given that
and that particular incident is the third major
model in a month to break out of a sandbox during
a security testing and everyone is asking questions
about how open open weight models should compete
with us competitors if they should be allowed
yada yada there's a lot of talk we have our treasure
secretary talking about that and saying that
he's you know willing to weigh sanctions and
all this kind of stuff obviously it's all being
lobbied for by open ai and anthropic kimi k3
figured out on its own that it could reach the
open internet It essentially did this by probing
the sandbox's network settings, and then it used
that to access and look up, you know, answers
in public repositories for what it was trying
to do. Unlike OpenAI and Anthropix models that
were tested with similar conditions, Kimmy K3
acted on the sandbox leak because it has thinner
safety guardrails as the publicly available model,
so it's a little bit easier for it to do some
of this kind of stuff. When the research disabled
safeguards on OpenAI and Anthropix models in
the follow -up tests, versions also broke out
and attempted multiple hacks, including the one
that tried to plant malicious code on GitHub.
I think this pattern that we're seeing right
now, on the one hand, yes, it's bad. On the other
hand, like these are security researchers prompting
it to to get information in certain ways where
it would need to break out of a sandbox to do
it the ways they're prompting, I almost guarantee
are pushing it towards doing these things. And
at the end of the day, this is a big PR thing.
Opening, I was the first one that was out there
hacking was out there hack. hacking, hugging
face. And then Anthropic said, Oh, look, we have
a model that also can get up sandboxes and hack
and medicine that they could do it. And now we
have moonshot that saying they could do it. And
I'm not trying to be like dismissive of all of
this. But I do feel like there's a big PR element
of this where all of the labs feel like they
need a model that's able to hack its way out
of a sandbox. And we have the most recent one.
And I'm sure this is it's kind of like a new
benchmark or rite of passage. I'm sure whenever
the next flagship AI model comes out from anyone,
they're the you know, people's willingness to
believe how good the model is is going to depend
on if it hacked its way out of a sandbox. So
I'm sure we'll see more of these kind of announcements
coming up. Thank you so much for tuning into
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