GPT-6 Launch Sparks Services Crisis

Welcome to the podcast. We have some big news from basically every single one of the major AI

model providers. The biggest being that opening eye has released GPT six Astra and they're calling

this the start of a GI. Of course, they're trying to hype up everything going on. They're

everything that they're coming out with with Astra and the new model. But I think it's actually

really impressive. I've been looking at a bunch of demos. We'll show some of them on the show today.

We'll talk about a few others. Chat GPT Claude and Grock also all went down within 90 minutes of

each other today. There's a lot of conspiracy theories about this and we might actually have some

clarity into what took them all down. Secret spoiler alert could have been Elon Musk. Then we also

have opening eye that recently walked away from a $1 billion cursor deal. This happened a couple

days ago, but there's been some really juicy texts about this that I just had to bring up. This

is all because SpaceX bought cursor and opening eye and obviously Sam Altman and Elon Musk have a

lot of beef. Meta is offering a 95% discount on Muse Spark for users that share their training data.

I think a lot of people are kind of shot like, you know, they're doing like the shock factor. Like

this is just meta again stealing all of our data. But this is actually something that I've personally

been doing with opening eye for almost a year now. We also have Nvidia that is going to acquire

hugging faces. We'll talk about some of the details there and Jensen Hoang has a personal note on

that that we'll get into. Before we do, I wanted to mention if you haven't tried all of the best

AI models in the world, I would love for you to go check them all out on aibox.ai. I have a platform

with over 90 of the top AI models that's everything from audio, video, image, and text. And you have

a playground inside of AI box that you can ask any question and then you can ask this again to

any of the other models. So Gemini, Lama, Grock, Claude, Chad Gbt, you ask the same question to

all of them and see which one gives the best response. And then you also can mix in audio, video,

and image inside of that same chat thread. So imagine one chat thread, but it has every single model

and every single modality inside of the thread. And if you want to bring all of that capability

over to Claude co-work or Chad Gbt work, whatever is your preference as far as using, we have an

MCP. So basically a connection where you can get images, audio, and video generated inside of Claude

or any of these other models inside of any other model. So if you want to go check it out, it's 899

a month and you can get started over on AI box. Let's talk about what's going on with opening

AI first. So the GPT-6 release is obviously exciting. There's obviously a ton of hype on it.

And it's definitely trendy and over on X. It's I think one of the top trendy things today.

Apparently they trained this on over a thousand GPUs. They did it at the Texas Stargate site.

Brockman called it a generational leap towards artificial general intelligence. And the model is

doing really, really well on a bunch of different benchmarks. Specifically it got 98.6% on the

ARC AGI 3. And it got a perfect 100% on exploit bench. I kind of I think I covered that yesterday.

Basically it's really good at hacking. It's good at coding science and computer use. Computer use

being one of the big things that they've highlighted. And I think one of the winning categories for AI

models today, the things that I personally care about are basically computer use because today I'm

using both Claude and chat code Claude co work and chat GPT work. And I'm just telling them to go

do things on my computer. So that computer uses basically everything. If it's not good at that,

it's not something that I'm going to try. I've heard that Brockbot might be good at this. I haven't

given it a lot of a lot of work. I'm never usually like the first early adopter. I'll wait till it's

getting a little bit of traction. And I know it can handle things. I feel like I've been burned.

I think a lot of people might be in that same boat where we feel a little burnt.

Trimings for the first time with a lot of over promising and under delivering. But parents is

rolling out to a bunch of selected organizations that have quote unquote daybreak access. That's

specifically I think for the model that's really good at hacking. Then subscribers are going to

get it. And Sam Altman had a tweet where he said we hope it will begin to enable a new generation

of entrepreneurship, scientific discovery and building. We believe it is the best model in the

world for computer use professional work science coding cyber security and more. I mean, obviously

talking up his own book. He also said it took us some extra time to ensure that we could

meet the safety and alignment standards required for this capability level. But we think you'll find

it worth the wait. And then he just talks about some of those benchmarks that it scores high on.

I actually watched a demo video, which I was really impressed with where they essentially have a

person sitting down in a room. They're pointing at a screen and they're like in this one particular

use case. They're like draw like a draw yellow circle. It goes in a draw is a yellow circle. And then

it's as like and turn that into like a rocket ship. It turns it into a rocket ship.

Anyways, they have a whole bunch of different, you know, use cases that they're they're showing

what it's able to do. I think there was this comes from a very famous demo in 1979 where someone

was showing off a computer and it could kind of follow his his finger while he was pointing the

remote at a screen. And so they kind of replayed the same is the same kind of demo idea. So honestly,

I think it's a good ad. And in this one, they had the guy just like talking to Chad Shoby voice,

which by the way, I think is a big unlock. If you haven't used it already, you don't need to

sit there typing. You can just have voice enabled and you can talk to it and it can take feedback and

make changes live while you're going. So in any case, they're a person in chair looking at

a ginormous projector screen in front of them. He's like draw a yellow circle. It draws a yellow

circle. Then he's like, okay, turn that into the window of a rocket ship. It makes it into the

window of a rocket ship. He says like, okay, go open blender and turn that rocket ship into a 3D

rendering of a rocket ship. It goes and does that. They have a whole bunch of different people

doing different things of some celebrities and stuff, you know, people saying like, go schedule me

a tennis appointment. Right. They got all these different use cases. The blender one I did like

because he turned into a 3D rocket ship. And then he turned it into a video game where he explained

what the video game was doing. They have like lawyers and a bunch of other people using it. They're

trying to show a bunch of cool use cases for the video game one while it's trying to make in this

video game for him. He's like, hey, also go order food from that restaurant I ordered from last

week. And then it's like, okay, looking at what you order last week and it's going to get in it

at the obviously using like the door dash plugin and all that kind of stuff to get it. And then he

said, okay, take that rocket ship video game that I made. It's like shows him playing his own

video game, which obviously is not very realistic because this is a boring use case. You can make

really exciting video games. This one's pretty boring. But then he's like, hey, go make a 3D, you know,

make the right file that I can make a 3D print of that rocket ship and it does it. So kind of

cool, right? She has a bunch of cool use cases. This thing's very powerful. The thing that a lot of

people are talking about with this and this entire demo I've just explained is the low latency

instantaneous work. So as you talk, it's doing things very quickly. If you use the Chattachy

BT co-work, you know that this thing is very powerful. I think it's on par with with with Claude

co-work or maybe a little bit better in a few areas. I've had it had a couple glitches with using

my browser that Claude doesn't always have. So I'm not sure what the pros and cons of that are.

Usually if I restart my computer and restart software, it works. So a couple glitches, perhaps,

if I'm being 100% honest, but otherwise, like really powerful piece of technology, I use it. I

would use it more often if it didn't have that one particular glitch. A lot of people are tweeting

about what they're actually doing with it. Some of the things that I've been excited about is

someone had like they told it to go to Blender and make like an entire 3D replica of like a world

and have all of these like characters that it pulled in and they're all talking to each other and

they have to like make it and like a you know it's like kind of like a video game, but they're like

making their own world and they have to work together to build like houses and stuff and they're

like doing it and talking and it's like pretty impressive some of the things that it can do. In

addition, I saw some people, well one of the big funny ones is Bojon Tung Guzz said where were

you and AGI was released to the public, you know it's you know hyping up that this is the this is

AGI and that it has arrived. Now I think what is an important element of all of this is the fact

that all of the big models, I guess switching gears slightly to a new story, all of the big models,

Chatship T Claude and Groc all went down within 90 minutes of each other today at the same time.

So on the one hand we have this big huge release from OpenAI and then everything kind of crashed. Now

I think with the OpenAI crash in particular maybe it was just a coincidental timing that you know

it crashed and went down because they have their big model release. Perhaps that pushed a lot of

traffic over to and the topic and then what I think happened because we had SpaceX come up with a

tweet a couple hours ago where they said we are sorry for the issues you may have experienced with

Groc following the outage at our Memphis compute center this morning. We'd like to also apologize to

our impacted compute partners aka and Theroppa who pays them almost a billion dollars a month to use

that same Memphis facility. They said all systems haven't have now been restored and are functioning

normally. So I think it could kind of be like this domino effect where there's so much usage that

if Chatship T goes down perhaps because they have a big model that got released maybe it was more

popular whatever happened maybe it was a big marketing stunt by Sam Alton to like make

Chatship T go down right after they're launched a big model just to say that's how many people

are using it. I know you I roll in your eyes but like I remember distinctly when he distinctly

being the word when Sam Alton put a tweet out I think it was maybe around Chatship T five when it

came out or maybe it was Chatship T four point five and he put a tweet out where it's like there's

a distinct smell when you when silicone is melting or something after they like released a new model

to say like their servers were like melting and obviously it's just a marketing thing and it's like

funny or whatever but so anyways I haven't I haven't forgot that and wouldn't put a past

Sam Alton went to crash them a little bit on launch okay I don't actually think that happened but

basically we're having this domino effect where one model probably went down and then we had

probably a lot of traffic go to anthropic potentially that took down the Memphis data center I'm

not sure but one way or another the Memphis data center went down and took out anthropic and

grok a couple things right if you look at a lot of the comments on this people are like that just

proves that like you can't bet against SpaceX because all the infrastructure runs on them okay I

also think it proves that like putting all of our eggs in one infrastructure old basket is probably

not a great idea I wish probably diversify the data center portfolio pool here but it is true

it's really hard to get new data centers built SpaceX is taking a very has taken a very aggressive

approach right they're spinning up new data centers really quickly and they're you know sometimes

they'll like this Memphis one in particular they spun the whole thing up they got a bunch of gas

turbines I mean they did some really incredible things to get this whole thing spun up they like

rented all the gas turbines in America brought them all the all the mobile cooling in America they

rented it all brought it all to one place and spun up this whole data center and everyone said

they're kind of crazy and you could conceptually say this cost them a lot of money maybe it was a big

waste they're getting a lot of lawsuits because of all the gas yada yada but at the same time they turn

around and are selling that compute back to anthropic for a billion dollars a month so undoubtedly

they're making some money off of this thing but I do think we need some diversification in the market

okay opening I I can't get away from this opening I story without talking about something that

happened a couple days ago but I just so much that so much a juicy drama came out of it which is

that opening I walked away from a billion dollar cursor deal the reason why I say it's a billion

dollar cursor deal is because this particular partnership having opening I on cursor was projected

to bring over a billion dollars annually but rather than servicing that rather than letting cursor

have opening I models on there they decided to cut contact with the company because obviously they

don't like Elon Musk and he owns SpaceX so they don't want to help them out giving them to the

actual tweets it's it came from opening I who had a tweet that they said we're entering we're

ending our partnership with cursor following its acquisition by SpaceX under our proposal cursors

direct access to our model would end on November 12th I think a lot of people talked about this

and then they're like we know the the people most affected by this decision or the developers

who rely on opening I models in cursor we care about their experience in this transition and we're

ready to go above and beyond to support them blah blah blah I mean basically they're like look

come over and use our platforms and if I'm being honest I don't think it's as bad for opening I

is a lot of people are making it out to be they're like look they're gonna lose a billion dollars

but I think there is a percentage of people that maybe do like opening I models I'm one of them I

like I really do use open I like their model they have a couple more glitches than claw I'm gonna

be honest but I do like their models and I get more done actually think you might get a little bit

more usage out of opening I for the same intelligence level and I really like chat you be

tea work so I think they'll have some percentage of people move over there if you really like it

but honestly at the end of the day I don't think a lot of people maybe there's a percentage but a lot

of people don't have loyalty you just switch back and forth between whatever model gives you

the best bang for your buck especially if you're a developer so in this regard I'd be curious

the one thing that I do think they're gonna be losing out on is there's a ton of enterprise

customers like I have a lot of friends that work at companies where they have licenses to cursor

right their company wants to be able to access all of the top AI models not just one so just go

get a license to cursor and so if open eyes getting ripped out of cursor like your company isn't

approving you for a new thing they're just like just keep using cursor that we've always been using

you have all of your workflow and stuff set up there so they are gonna lose like a big chunk of

customers and users by doing this okay all of that out of the way I just really liked cursor CEOs

response to this this is Michael Truwell he's kind of a gangster if I'm being honest because in

building cursor the like the OG team all of them are multi multi millionaires now a lot of the early

people that joined to the company are like hundred million you know some of them made a hundred

million dollars some of them are making you know tens of millions of dollars on this whole sale to

SpaceX so he had an incredible outcome for his team this is what he said he said we're sorry to see

the opening eye put out a note saying they plan to block cursor users from accessing open AI

models in three months opening eye models serve about five percent of cursor user traffic and we're

speaking with the opening eye team to resolve this cursor was one of the very first users of open

eye we've worked closely with their team for years and we've trusted their platform to be neutral

infrastructure for our business it's kind of true it's kind of shady just because you don't like

Elon Musk you can't like work with a company that's owned by a company that's owned by a company

that he owns like I mean it's just like at some point I don't know like Sam Altman's still tweeting

this and open high still posting this on X so they can they can post it on X which Elon Musk owns

but they don't want to service their customers through cursor I don't know I think it's kind of

ridiculous and I think that michael threw a little bit of shade at them being like opening

eye models serve only about five percent of the traffic on cursor so you know he's like look it's

not the end of the world we have lots of other models obviously anthropic is goaded in this regard

but yeah so kind of funny hopefully they get it all sorted out meta is offering a 95% this count

on use spark for users who are going to share their training data this is I mean the new model

that met it came out with is genuinely impressive I like Alexander Wang he was tweeting about it on

X but there's a tweet also that came out from artificial analysis that's the number one benchmark

I use if you haven't if you know not much about benchmarking artificial analysis publishes the

results of a lot of different benchmarks but they also have their own benchmark specifically they'll

have like a benchmark where you get free access to AI models but it asks you two questions side by

side and you pick the response you like the most and then they basically make this benchmark where

they're like and they is blind you don't know what model said what just ask a question see two

responses pick your favorite one and in that blind test they're able to say look users prefer

responses from this model over that model so it's kind of a it's a cool blind test benchmark that

I really do like anyways artificial analysis said meta has released new spark 1.3 they're fourth

muse spark model release in five months muse muse spark 1.3 max which is in limited preview for meta

partners across scores 62 on the artificial analysis intelligence index behind only clawed

fable 5.1 and clawed opus 5 the variant the variant gains come primarily from improvements in

agentic work and scientific capability okay so basically they're saying in this particular artificial

analysis intelligence index it's scoring number three just slightly behind clawed opus 5 and

you know it's four points behind clawed fable 5.1 max which just came out so I mean we have the

brand new model from anthropic which is it's like right behind there and so they're really at the

frontier I've seen a lot of people talking about the fact that people kind of were betting on

meta to fall behind and it seems like they were able to pull through because they have a really

incredible talent pool say whatever you want about meta they have incredible engineers they obviously

have a lot of money coming in from Facebook ads and Instagram and all that kind of stuff and then

they have a lot of money they invested in compute and they invested a lot of money into researchers

for AI from the very beginning of this so yeah I'm not I'm not surprised that they're able to pull

ahead of you know even clawed fable 5 and they're able to pull ahead of GPT 5.6 and groc 4.6 and

kimi k3 and glm 5.3 and Gemini 3.8 flash they're able to pull ahead of all of those so great work

to everyone over at meta and the other thing that I was mentioning earlier in this news story is

that they're offering a 95% discount look and that's if you're sharing your train your like

whatever you're talking about is training data look this is a great way to get more data and uh

less do you think a meta is the only person doing this it's interesting they're offering a 95%

discount I get a 100% discount on a lot of my on some different projects I have different chats

and an API chats for open AI they've been doing this for over a year so I have a certain things

that I work on that I get free open AI access and it's honestly a good way to go especially if

you're offering like freemium models for tools and stuff in video is going to acquire hugging faces

now this has kind of been in the news for a day or two but it looks like it's all official now the

rumors have officially happened jensen huang posted on linkedin he said I'm excited to announce

that imvdia has agreed to acquire hugging face over the past decade the hugging face team has

built something remarkable a vibrant home for the open model developer community more than 18

million developers researchers and creators use its platforms to share models data sets and

applications while companies around the world use it to discover evaluate and customize and deploy

together we will scale hugging faces platforms strengthen its infrastructure and expand access

to AI for developers and institutions worldwide this is a big I mean this is a great move for

Nvidia they're getting a lot of goodwill in supporting a project like hugging face that has open

source models and they've been quite vocal jensen's been very vocal over the last couple months

when everyone's talking about regulating AI that he thinks open source models need to be publicly

accessible and available he kind of signs big open letter on x and had a bunch of other big

industry leaders get in on this in his note he said hugging face will remain an open platform

for the entire AI ecosystem developers will continue to choose the models frameworks cloud inference

providers and compute platforms that best fit their work in video compute will not be required to build

on or deploy through the platform this is probably an anti monopoly you know clause that got put in

there I mean it's goodwill for everybody but it's like they're not gonna force you to use in video

however it's probably gonna be the default is probably gonna be encouraged is probably gonna

be easily linked and easily accessible and set up to kind of like be like a very seamless integration

however you don't have to use it and I think at the end of the day if they're gonna buy it like

they got to get some value out of it they're gonna try to get some usage out of it that makes a lot

of sense I'm happy for all of this closing out he said AI advances fastest when people can build

together we can't wait to build the future with this extraordinary community yada yada satia nadella

the the CEO of Microsoft commented on this acquisition he said looking forward to this ecosystem with

open models continue to flourish and grow with Nvidia and hugging face and the continue partnership

it's got a cool Elon Musk also tweeted kind of in congratulatory or saying like you know if you

appreciated that jensen huang was you know coming out and helping with some of the open source

projects going on hugging faces so I think overall people have been pretty positive a lot of the big

tech companies that doesn't feel like they feel threatened by this and Nvidia obviously is a supplier

to every AI companies so they all want to be in his good great in jensen's good graces so we're

going to congratulate him and I think kind of support this moving forward thank you so much for

tuning into the podcast today guys make sure if you haven't already to go check out aibox.ai

where you get access to over 90 different AI models everything from audio image video it is all

linked in the description tons of cool features I'll catch you guys all in the next episode