🗞 Altman's "Universal Basic Compute": A New Twist on UBI in the Age of AI

🔎 The Latest on the AI Frontier:

• Universal Basic Compute: Altman's Vision for AI Accessibility 💻

• Voice Interaction: The Next Frontier in AI Technology 🎙️

• Apple and OpenAI Forge Partnership for iPhone AI Integration 🤝

• Musk Expresses Doubts About AI's Current Utility for Some Businesses ♟

• Microsoft's "iPhone Moment" with Copilot AI Tool 🚀

• Energy Constraints: The Looming Bottleneck for AI Growth 🌡️

• Tech Giants Battle for AI Dominance in Answering the World's Questions 🏆

• Big Tech Develops In-House AI Models, Challenging Former Partners 🔋

• US and China Meet to Discuss AI Risks and Regulation 🌐

💻 Sam Altman proposes "universal basic compute," where everyone gets a slice of advanced AI models' compute to use, resell, or donate. Read More

• Altman, a long-time supporter of universal basic income (UBI), sees it as a potential safety net for people as AI threatens their jobs.

• He suggests that owning a unit of a large language model like GPT-7 could be more valuable than money in the future, as AI becomes more advanced and embedded in our lives.

• While UBI and guaranteed basic income programs have shown positive results, they face pushback from conservatives who view them as a form of welfare that could discourage people from working.

🎙️ Sam Altman hints that voice interaction could be the next big thing in AI, potentially succeeding the iPhone as the greatest piece of technology. Read More

• OpenAI is reportedly preparing to launch an AI system on Monday that can talk to people using sound and text, reducing latency issues.

• Rumors suggest the launch could include an update to the free version of ChatGPT, currently limited at GPT-3.5, and integration of gpt2-chatbots.

🤝 Apple and OpenAI's partnership appears to be a done deal, forming the AI foundation for the upcoming iPhone 16 and iOS 18, according to Wedbush analysts. Read More

• The collaboration is expected to be formally unveiled at the Worldwide Developers Conference (WWDC) in June and could include exclusive OpenAI ChatGPT features built on Apple's on-device and cloud-powered large language models (LLMs).

• The partnership opens up several revenue opportunities for Apple in the Services front, potentially leading to a next-level Siri technology with advanced features and a separate monthly subscription service.

• Wedbush analysts believe that an OpenAI chatbox built into the iPhone 16 will attract developers to the Apple ecosystem and that the company stands to monetize a significant revenue base over the coming years through its large installed user base.

♟ Elon Musk suggests that generative AI isn't currently useful for some of his businesses, despite the hype surrounding the technology's potential. Read More

• Musk tested AI at SpaceX and Starlink but found it couldn't adequately answer questions about electrochemistry and rocket design.

• Despite this, Musk expects AI to make all jobs obsolete and is reportedly raising $6 billion for his own AI startup, xAI.

• While AI has the potential for significant impact, its transformative power is far from being realized, and the current investment frenzy may lead to misallocated capital and reduced profitability.

🚀 Microsoft is experiencing its "iPhone moment" with the rising popularity of its AI tool Copilot, potentially driving significant growth in its cloud products. Read More

• Analysts predict that for every $100 spent on Microsoft's cloud platform Azure in recent years, there will be an additional $35-$40 of AI spending in the future.

• Microsoft Cloud generated $35.1 billion in revenue in the first quarter, up 23% year-over-year, with CEO Satya Nadella attributing part of the growth to investments in Copilot.

• As AI continues to transform the tech industry, Microsoft is well-positioned to benefit from the increasing adoption and demand for AI-powered solutions.

🌡️ Mark Zuckerberg warns that energy constraints, not GPU shortages or capital, will be the next bottleneck for AI growth and development. Read More

• With the GPU shortage easing, businesses may be tempted to invest heavily in building out data centers and AI infrastructure.

• However, Zuckerberg believes that energy constraints will become the next major pinch point, as data centers consume increasingly large amounts of power, potentially reaching hundreds of megawatts or even a gigawatt.

• Developing new power stations to meet the growing energy demand is a complex and time-consuming process, requiring careful planning and coordination to balance the needs of businesses, consumers, and environmental goals.

🏆 The AI battle among tech giants is heating up as they position themselves to answer the world's questions, with OpenAI, Google, Microsoft, and Apple all vying for dominance. Read More

• OpenAI, backed by Microsoft, is expected to introduce a voice-assistant version of ChatGPT and a search function to challenge Google's long-standing dominance in the search market.

• Google aims to showcase meaningful improvements in generative AI across search, voice assistance, and hardware at its upcoming I/O developers' conference.

• Microsoft will highlight its plans for generative AI in reinvigorating the PC market and boosting its Bing search engine at its Build conference.

• Apple is set to unveil its AI strategy at the Worldwide Developers Conference in June, potentially featuring a new version of Siri and leveraging its powerful chips for on-device AI processing.

🔋 Microsoft and Amazon, who have invested heavily in smaller AI labs like OpenAI and Anthropic, are now developing their own large language models to compete with their former partners. Read More

• Microsoft and Amazon have benefited from their investments in OpenAI and Anthropic, respectively, gaining access to state-of-the-art AI models while also profiting from the computational power they provide.

• However, as the commercial utility of large language models becomes more apparent, Microsoft and Amazon are now building their own models, which could be cheaper and give them more control over how the models are used.

• While OpenAI and Anthropic have a head start with their advanced models, maintaining their lead will be challenging as they constantly need to raise funds for talent and hardware, while big tech companies have ready access to computational resources and can profit from selling access to them.

• If big tech companies come to dominate the AI market, it could have implications for market competition and efforts to ensure the development of powerful AI systems benefits society, as smaller companies like OpenAI and Anthropic were founded with more idealistic goals in mind.

🌐 The US and China are set to meet in Geneva to discuss artificial intelligence risks, with the US stressing that its policies are not up for negotiation. Read More

• The talks, the first of their kind, will explore how to mitigate risks from emerging AI technology, with the US pressing China and Russia to match its declarations that only humans would decide on deploying nuclear weapons.

• The US delegation, consisting of officials from the White House, State Department, and Commerce Department, will communicate its concerns about China's rapid deployment of AI capabilities, which often undermine the security of the US and its allies.

• While the US and China are competing to shape the rules on AI, they also hope to explore whether some rules could be embraced by all countries, though the US emphasizes that its technology protection policies are not up for negotiation.

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