This 20-min episode comes from our friend Nathaniel Whittemore's excellent daily podcast The AI Breakdown Podcast. This episode aired on June 1, 2023, and covers the latest developments from OpenAI, including new features, a cybersecurity grant program, and their new process rewards model for trading. We hope you enjoy it as much as we do. Subscribe to The AI Breakdown podcast: https://pod.link/1680633614 Subscribe to The AI Breakdown on YouTube: https://www.youtube.com/@TheAIBreakdown

Nathan and Erik analyze the moats of the most powerful companies in AI. The paradigm-shifting technology has led to a flourishing open-source community with market share. Yet, the big players have key competitive advantages that can be examined from many different angles. LINKS: Nathan’s Twitter thread on AI moats that sparked this discussion: https://twitter.com/labenz/status/1654853321876815872 Read about the 9 moats at length in our newsletter: https://cognitiverevolution.substack.com/p/the-leaked-google-memo-and-a Leaderboard for AI rankings: https://lmsys.org/ PODCAST RECOMMENDATION: The AI Breakdown: https://pod.link/1680633614 As anyone in AI knows, the pace of progress of new releases is relentless. The AI Breakdown is a daily podcast (10-20min long) that helps us ensure we don't miss anything important by curating news and analysis. TIMESTAMPS: (00:00) Episode Preview (01:36) Where are the moats in AI? (07:31) Open source vs. closed (15:24) Recommendation: The AI Breakdown Podcast (16:39) Sponsor: Omneky (20:46) AI Safety (33:00) Which players are going to win? 9 Moats. TWITTER: @CogRev_Podcast @labenz (Nathan) @eriktorenberg (Erik) Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off. Music Credit: MusicLM More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com

Today’s episode is a deep dive into the collision of AI and the future of entertainment, against the backdrop of the still-raging Writers Guild of America (WGA) strike. Nathan Labenz sits down with Trey Kollmer, Sophia Lear, and Garrett Schabb – all seasoned television writers and Guild members – to discuss the labor dispute. While the strike encompasses many dynamics, the timely intersection with a rapidly changing AI landscape has the writers entwined in the wild possibilities and existential threats of paradigm-shifting technology. Other entertainment guilds and labor unions are watching closely. Note: Nathan kicks off this episode with a longer-than-usual introduction and analysis as the subject matter of this episode requires some added context. If you would prefer to dive straight into the interviews, follow the timecodes below to skip ahead (and maybe give the intro a listen when you finish!) More about our guests Trey Kollmer, Sophia Lear, and Garrett Schabb and their work: Trey Kollmer, currently co-executive producer for the TV show Ghosts, was described to me as perhaps the single most knowledgeable guild member on the topic of AI. Follow him at @treyko on Twitter. Sophia Lear has been a writer for TV shows including Ghosts, The Unicorn, and New Girl, and was also previously an assistant literary editor for the New Republic. Garrett Schabb has written for shows including Tosh.0 and Suits (of Meghan Markle fame), and has also written for Crooked Media.  Follow him at @garrettschabb PODCAST RECOMMENDATION: The AI Breakdown: https://pod.link/1680633614 As anyone in AI knows, the pace of progress of new releases is relentless. The AI Breakdown is a daily podcast (10-20min long) that helps us ensure we don't miss anything important by curating news and analysis. TIMESTAMPS: (00:00) Preview (01:54) Introduction and analysis for this episode  (09:02) Trey Kollmer breaks down the dynamics of compensation, ownership and crediting for WGA writers, issues at the heart of the strike (14:52) Sponsor: Omneky (15:09) Recommendation: The AI Breakdown (17:16) What are the attitudes and implementation of AI in the writer’s room? (22:42) Usefulness of AI for script writing (and will better training out of jailbreaks make it less useful?)  (30:59) The main two AI-related demands of the labor dispute (34:44) Is there any way to police or standardize use? (42:48) Writers’ diverse reactions to AI, from hostility to experimentation (50:00) Picturing a long term Utopian future (57:46) Sophia Lear breaks down sentiments around GPT-4, AI-generated scripts and the previous eras of crappy sitcoms and bad streaming series (written by humans) (1:08:19) Dissecting quality  (1:11:27) Whose jobs are safe? (1:17:03) Garrett Schabb breaks down dystopian/realistic view of studio’s incentives (1:20:33) How Garrett uses ChatGPT (1:27:37) Ethical boundaries of using the model to write like your favorite writers (1;32:16) The two types of storytelling in the future, UBI and decoupling writing from a profession TWITTER: @CogRev_Podcast @treyko (Trey) @labenz (Nathan) @eriktorenberg (Erik) Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off. Music Credit: MusicLM More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com

Nathan Labenz sits down with Andrew Feldman, CEO and Co-Founder of Cerebras Systems, a company building a new class of computer system for accelerating AI and changing the future of work. Cerebras Systems is the creator of the world’s largest chip, at 2.6 trillion transistors. In this episode, they discuss the founding story of Cerebras, the experience of creating the world’s largest chip, and the process that goes into chip design and manufacturing for an AI-focused chip.  This episode is the first part of our hardware exploration series focused on the people building at the forefront of hardware applications in AI. LINKS: Cerebras: https://www.cerebras.net/ Book: The Chip War by Chris Miller PODCAST RECOMMENDATION: The AI Breakdown: https://pod.link/1680633614 As anyone in AI knows, the pace of progress of new releases is relentless. The AI Breakdown is a daily podcast (10-20min long) that helps us ensure we don't miss anything important by curating news and analysis. TIMESTAMPS (00:00) Preview (04:27) Andrew’s story of creating the world’s largest chip and Cerebras (07:19) What is a chip? (08:14) The diversity of chips and what they can accomplish (09:47) What is it like to design a 2.5 trillion transistor chip? (12:41) The founding story of Cerebras and building the team (14:20) Sponsor: Omneky (23:00) What was the hardest part about building the company? (26:11) What happens after designing the chip’s blueprint? (27:29) The tradeoffs needed in chipmaking  (34:08) The comparison between chips and neural networks (38:31) The generalization vs specialization of a chip  (40:11) Sparse compute vs dense compute (43:55) Ghost in the machine (46:54) Supply chain challenges of the Cerebras chip (54:59) The future for chips (58:19) Building chip clusters (58:57) The Cerebras business model (01:00:41) Building a chip cluster vs using a Cerebras chip (01:02:57) Giant chips on the edge (01:05:32) What is the edge?  (01:08:04) Andrew’s favorite AI products (01:10:08) Would Andrew get a Neuralink implant? (01:14:16) Consciousness and chips (01:17:50) AI hopes and fears TWITTER: @CogRev_Podcast @andrewdfeldman (Andrew) @labenz (Nathan) @eriktorenberg (Erik) Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off. Music Credit: MusicLM More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com

Nathan Labenz sits down with engineer Shreya Rajpal, the creator of Guardrails AI, a new Python library that allows developers to add a layer of output, validation and correction to their code. Practically guardrails can ensure a reliable interface between language models and more traditional deterministic software systems. At the same time, mind-bending and potentially risky use case frameworks like Guardrails allow developers to ask and answer entirely new kinds of questions. Talking to Shreya really reinforced just how early we are in LLM’s impact on the software industry. We were introduced to Shreya’s work when recording our interview with Matt Welsh, the CEO of Fixie.AI (Ep 19: How AI Agents Will Change How We Work). LINKS: Guardrails AI: https://shreyar.github.io/guardrails/ RECOMMENDED PODCASTS: Upstream: https://link.chtbl.com/Upstream TIMESTAMPS: (00:00) Episode preview (05:00) Why Shreya built Guardrails AI (08:33) Common ways LMs can “go off the rails” and how Guardrails can correct it (13:45) Discussion of validators (15:31) Sponsor: Omneky (18:48) Business and creative use cases of Guardrails AI (25:00) What can be achieved by Guardrails AI that cannot be achieved by traditional code (32:44) How agents work vs how Guardrails works (35:34) AI as shepherd vs delegating to AI and the role of human understanding (39:54) Trust deficit and risks (46:33) Is it realistic to imagine GPT-4 using Guardrails? (52:00) How Shreya thinks about security (57:02) How Shreya thinks about embeddings (1:05:05) How Shreya thinks about problemsolving with LMs (1:07:50) Shreya on OpenAI’s Evals Library, Anthropic’s Constitutional AI (1:12:55) Discussion of determinism (1:15:00) Recommendations for developers to minimize overhead (1:26:00) Predictions about providers in the space of LMs (1:29:30) Shreya’s favorite AI tools (1:30:00) Would Shreya get a neuralink implant (1:31:50) Biggest hopes and fears for AI TWITTER: @CogRev_Podcast @ShreyaR (Shreya) @labenz (Nathan) @eriktorenberg (Erik) Thank you Omneky for sponsoring The Cognitive Revolution. Omneky is an omnichannel creative generation platform that lets you launch hundreds of thousands of ad iterations that actually work, customized across all platforms, with a click of a button. Omneky combines generative AI and real-time advertising data. Mention "Cog Rev" for 10% off. Music Credit: MusicLM More show notes and reading material released in our Substack: https://cognitiverevolution.substack.com