Computerspeak by Alexandru Voica

Computerspeak by Alexandru Voica

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Computerspeak by Alexandru Voica
Computerspeak by Alexandru Voica
The coming wave of AI PCs; inside the AI research boom; high valuations are hurting AI startups in the race for talent; the future of gen AI apps is in the enterprise
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The coming wave of AI PCs; inside the AI research boom; high valuations are hurting AI startups in the race for talent; the future of gen AI apps is in the enterprise

Some AI startups struggle to find market fit; Ethan Mollick's profile in the WSJ; Abu Dhabi hosts the first Autonomous Racing League; the FT tests OpenAI's Sora model; China's four OpenAI competitors

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Alexandru Voica
May 03, 2024
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Computerspeak by Alexandru Voica
Computerspeak by Alexandru Voica
The coming wave of AI PCs; inside the AI research boom; high valuations are hurting AI startups in the race for talent; the future of gen AI apps is in the enterprise
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For years, heavy-duty AI workloads were confined only to the data centers of big tech companies and specialized research labs. But a new category of personal computing device is about to bring advanced AI capabilities into homes and offices around the world: the AI PC.

While Microsoft has recently tried to define them using hardware specs (and by adding a new key to Windows keyboards!), AI PCs are essentially desktop computers or laptops with added hardware that’s capable of large model inference (and perhaps even training). Unlike traditional PCs which rely mostly on CPUs for general computing tasks, an AI PC has a more heterogeneous compute architecture that allows it to lean heavily on modern GPUs or other specialized AI accelerators (known as NPUs) to handle the hundreds of trillions operations per second (TOPS) required for large AI workloads.

According to NVIDIA, we will see two categories of AI PCs: those powered by NPUs used primarily for inference and those with GPUs which could also potentially be used to train smaller models

Several leaders in computing hardware are already developing AI PCs, with expected product launches later this year:

  • NVIDIA recently unveiled the GeForce RTX SUPER desktop GPUs used by manufacturers including Acer, ASUS, Dell, HP, Lenovo, MSI, Razer and Samsung for upcoming AI laptops that will deliver TOPS-related performance increases of 20x to 60x compared with previous generation systems.

  • Qualcomm has announced a series of Snapdragon X Plus and Snapdragon X Elite chips for AI PCs expected to ship from OEMs starting mid-2024. The Snapdragon X lineup is notable because it has been optimized for an upcoming version of Windows designed to natively run AI software on the Arm CPU architecture.

  • Apple's next-generation Macs are expected to pack a custom Apple Silicon chip designed from the ground up for AI and machine learning tasks.

So what could this new supercomputing power offer to the average person just a few months from now?

Some of the uses cases for AI on a PC

Here are a few possibilities based on demonstrations we’ve seen so far:

  • Hyper-intelligent assistants: Windows was the first operating system to integrate a more advanced AI assistant in the form of Copilot. However, Copilot runs in the cloud and cannot answer basic queries and handle simple tasks when it’s not connected to the internet. But the large language models running directly on an AI PC could provide a digitally intelligent assistant that people can use on the go and will be almost as capable as a human expert across nearly any domain: writing, analysis, coding, math, creative projects and more. Need an essay ghostwritten or lines of code debugged in an obscure programming language? Your AI assistant will be up to the task.

  • Real-time multimedia intelligence: Today's AI models can already automatically caption images, transcribe audio and video, and generate synthetic media. But an AI PC could take these capabilities to new heights, instantly creating high-quality keynote presentations from a simple prompt or deliver personalized media experiences (such as music or movies)—all in real-time as the content is consumed.

  • Photorealistic synthetic media: One of the most interesting capabilities of modern AI is its ability to generate incredibly realistic synthetic images, video, audio, and text. While the industry has made huge progress in the last 12-18 months, current methods are still limited because they require access to cloud computing. But an AI PC could open the floodgates for creators to leverage vast AI models to generate photorealistic digital content on demand for videos, games, marketing, and more.

Even though I’ve been skeptical of the utility offered by mobile AI computing devices, the coming wave of AI PCs has the potential to create a broad range of new uses cases, creating a similar effect to the original PC revolution enabled by the transition to personal computing in the 1980s and 1990s.

And now, here are this week’s news:

❤️Computer loves

Our top news picks for the week - your essential reading from the world of AI

  • The Guardian: ‘Eugenics on steroids’: the toxic and contested legacy of Oxford’s Future of Humanity Institute

  • FT: The Financial Times and OpenAI strike content licensing deal

  • WSJ: AI Startups Have Plenty of Cash. They Often Don’t Yet Have a Business.

  • WSJ: Meet the AI Expert Advising the White House, JPMorgan, Google and the Rest of Corporate America

  • Axios: Inside the AI research boom

  • The Verge: In the first Autonomous Racing League race, the struggle was real

  • Wired: Recruiters Are Going Analog to Fight the AI Application Overload

  • Fortune: For AI startups, a billion-dollar dilemma: Why lofty valuations could be a hurdle in the race for talent

  • FT: How good is OpenAI’s Sora video model — and will it transform jobs?

  • Wired: The Unsexy Future of Generative AI Is Enterprise Apps

  • BBC: How the computer games industry is embracing AI

  • FT: Four start-ups lead China’s race to match OpenAI’s ChatGPT

⚙️Computer does

AI in the wild: how artificial intelligence is used across industry, from the internet, social media, and retail to transportation, healthcare, banking, and more

  • The Telegraph: AI-backed app could help elderly and save £1bn a year

  • VentureBeat: BioRaptor and Aleph Farms use AI to lower the costs of cultivated beef

  • BBC: The insect farmers turning to AI to help lower costs

  • Bloomberg: AI Is Helping Automate One of the World’s Most Gruesome Jobs

  • TechCrunch: Airbnb releases group booking features as it taps into AI for customer service

  • Wired: A Vast New Data Set Could Supercharge the AI Hunt for Crypto Money Laundering

  • TechCrunch: Yelp is launching a new AI assistant to help you connect with businesses

  • The Telegraph: How AI could become an unlikely ally in the fight against forest fires

  • Fortune: Japan has had so many bear attacks in the past year it’s turning to AI to act as a warning system

  • Wired: I Tried These AI-Based Productivity Tools. Here’s What Happened

  • Business Insider: I'm using my synesthesia to create a new genre of AI art. The technology can 'read' my paintings and help me compose music.

  • The Atlantic: I Witnessed the Future of AI, and It’s a Broken Toy

  • Washington Post: An AI blood test purports to diagnose postpartum depression

  • The Information: How Tesla Used a San Francisco Neighborhood to Improve Its Driverless Technology

  • The Verge: ChatGPT’s AI ‘memory’ can remember the preferences of paying customers

  • BBC: AI technology in Northamptonshire catches drivers on mobiles

🧑‍🎓Computer learns

Interesting trends and developments from various AI fields, companies and people

  • WSJ: Online Marketplaces Like eBay, Etsy Are Counting on AI to Supercharge Shopping

  • Axios: News industry divides over AI

  • Bloomberg: JPMorgan Unveils IndexGPT in Next Wall Street Bid to Tap AI Boom

  • Fortune: Runway’s second-ever AI Film Festival walks the line between movie business’ past and its future

  • CNBC: AI engineers report burnout, rushed rollouts as ‘rat race’ to stay competitive hits tech industry

  • Fortune: Tech leaders crave ‘peace of mind’ with AI in the cloud

  • Axios: Magical mystery chatbot is likely from OpenAI

  • Wired: Nick Bostrom Made the World Fear AI. Now He Asks: What if It Fixes Everything?

  • FT: Wanted: a data standard to underpin lawyers’ use of generative AI

  • WSJ: The AI-Generated Population Is Here, and They’re Ready to Work

  • Reuters: Oracle updates database technology for AI chatbots

  • Fortune: Employers toggle the deployment of AI for their workforce and customers

  • WSJ: These Models Gave Up Photoshoots to Sell Their AI Likenesses

  • VentureBeat: The first music video generated with OpenAI's unreleased Sora model is here

  • VentureBeat: Vercel acquires ModelFusion, launches AI SDK 3.1 for enterprise AI development

  • AP: AI use by businesses is small but growing rapidly, led by IT sector and firms in Colorado and DC

  • Business Insider: Biden used ChatGPT for the first time. Here's how that went.

  • Semafor: ‘Disgorgement’: Amazon researchers suggest ways to get rid of bad AI data

  • Android Authority: Rabbit R1, a thing that should just be an app, actually is just an Android app

  • New York Times: From Baby Talk to Baby A.I.

  • Axios: AI leaders top 2024 Gold House A100 List

  • WSJ: The Last Stock Photographers Await Their Fate Under Generative AI

  • VentureBeat: Ideogram launches Pro tier with 12,000 fast-AI image generations per month

  • VentureBeat: New AI-powered Iterable features help brands cut through the noise

  • VentureBeat: Atlassian introduces Rovo, an AI-powered knowledge discovery tool for the enterprise

  • VentureBeat: Nvidia launches tech update for ChatRTX AI chat

  • VentureBeat: Mindtrip’s AI travel assistant aims to be your one-stop shop for trip planning

  • VentureBeat: Amazon Q enterprise AI chatbot is now generally available

  • Reuters: Anthropic releases business chatbot in hunt for corporate dollars

  • FT: Apple targets Google staff to build artificial intelligence team

  • Fortune: Microsoft inks $10 billion green energy deal as power-hungry AI forces its hand to meet emissions commitments

  • BBC: FKA Twigs uses AI to create deepfake of herself

  • MIT Technology Review: Sam Altman says helpful agents are poised to become AI’s killer function

  • Business Insider: Google says immigration rules are making it hard to hire top AI talent

  • Fortune: Satya Nadella says Microsoft will pump $1.7bn into Indonesia for AI and cloud projects as Big Tech floods into Southeast Asia

  • The Telegraph: Salman Rushdie has conversation with AI version of his attacker

  • Business Insider: CEO of Anthropic — the AI company Amazon is betting billions on — says it could cost $10 billion to train AI in 2 years

  • TechCrunch: How RPA vendors aim to remain relevant in a world of AI agents

  • Bloomberg: Apple Intensifies Talks With OpenAI for iPhone Generative AI Features

  • CBS 60 Minutes: Nvidia CEO Jensen Huang and the $2 trillion company powering today's AI

  • ZDNet: Apple builds a slimmed-down AI model using Stanford, Google innovations

  • Business Insider: AI has yet to be truly transformational like the internet, CEO says

  • TechCrunch: Curio raises funds for Rio, an ‘AI news anchor’ in an app

  • Bloomberg: AI Boom’s Secret Winners? The Companies Expected to Power It

  • Business Insider: AI is making managers nervous

  • Axios: Musk gets self-driving Teslas tentatively cleared in China during surprise trip

  • Business Insider: A centuries-old Japanese ceramics maker has found itself at the center of the AI revolution

  • Fortune: Elon Musk says any company that isn’t spending $10 billion on AI this year like Tesla won’t be able to compete

  • Fortune: Fears over AI killing labor demand are ‘probably overblown,’ researcher argues in new Google report

  • FT: The Algorithm by Hilke Schellmann — why AI really is coming for your job

  • VentureBeat: GitHub previews Copilot Workspace, an AI developer environment to turn ideas into software

  • TechCrunch: Creators of Sora-powered short explain AI-generated video’s strengths and limitations

  • VentureBeat: Microsoft deputy CISO says gen AI can give organizations the upper hand

  • VentureBeat: Google’s DeepMind creates ‘Gecko’, a rigorous new standard for testing AI image generators

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