The Attention Mechanism with Andrew Mayne

Andrew and Justin walk through OpenAI CFO Sarah Frier's latest blog post digging into the company's annual revenue compared to its current demand, alongside some thoughts shared by Sarah with Andrew on the official OpenAI Podcast. The two also dig into OpenAI's announcement of ads in its free tier and what it might for the future of the platform before digging into some of the discovery coming out of the Elon-OpenAI lawsuit.

Chapters

00:00 - Intro
00:44 - Revenue and Demand for ChatGPT
10:29 - OpenAI Ads
22:08 - Elon Musk's Lawsuit (and general Elon thoughts)
34:16 - Wrap-up (and brief thoughts on the Cerebras deal)
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Andrew and Justin dive into the two big stories facing the world of AI this week. First, ChatGPT Health is here, designed to deliver specific answers tailored to healthcare and wellness. Is this the future of visiting a doctor, and what concerns face this sort of technology moving forward? Then they turn to Google, who are partnering with Apple to provide models for the company's next-gen Siri assistant. Does this prove OpenAI is a larger rival to Apple than Google, and what does this say about the modern state of the brand behind the iPhone?

Chapters

00:00 - Intro
01:11 - ChatGPT Heatlh
14:11 - Apple-Google Partnership
47:49 - Wrap-up
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Andrew and Justin talk through Nvidia's $20 billion deal to both acquire the talent and license the tech offered by Groq, a chip company focused on lowering inference costs. The two also offer their AI predictions for 2026 and ponder whether Jony Ive and Sam Altman's OpenAI hardware project will show up before year's end.

Chapters

00:00 - Intro
00:30 - Nvidia and Groq
16:17 - 2026 Predictions
23:13 - OpenAI Hardware
27:02 - Wrap-up
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Andrew and Justin tackle the biggest question surrounding AI right now: are we in a bubble? The two discuss how the market reacts to AI-centric news, slowdowns in hiring, and why product matters more than just simple models. Plus, a little talk on the rumor of ads finding their way to ChatGPT's free tier, and Thrive Capital's investment in OpenAI.

Chapters

00:00 - Intro
00:45 - Is there an AI bubble?
17:39 - OpenAI's lasting impact
26:45 - Products over models
40:52 - Ads in ChatGPT
47:20 - OpenAI and Thrive Capital
50:03 - Wrap-up
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Andrew and Justin dive into the launch of Atlas, OpenAI's new browser set to square off with Chrome in the race to an AI-centric web client. The duo also breaks down Google's flaws in building out its AI toolset, Meta's recent layoffs from its own AI team, and the joys of using Sora over the past month.

Chapters

00:00 - Intro and Atlas
14:10 - Sora thoughts
21:43 - Google's AI efforts
23:52 - Meta Layoffs
36:17 - Is there an AI bubble?
50:10 - Wrap-up
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