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4 divergent AI takes: Sexy, scary, mysterious, and hyped

AI was the star at Bloomberg’s tech conference

Rani Molla

We don’t have an official count of how many times the tech titans at Bloomberg’s tech summit in San Francisco last week mentioned artificial intelligence, but it was definitely a lot. Good, bad, sexy, scary — how they thought about AI varied widely depending on the person. Here are some notable takes:

Sexy AI: Goes on dates for us

Whitney Wolfe Herd, founder and executive chair of dating app Bumble, thinks there’s a better AI dating future than falling in love with bots.

“Our focus with AI is to help create more healthy and actionable relationships.”

She conceived of a hypothetical future in which AI acts as a “dating concierge” that could help you get over your particular hangups and “give you productive tips for communicating with other people.” Sounds good! Wolfe Herd then got a little more “out there.”

“There’s a world where your dating concierge could go on a date for you with other dating concierges.” The idea would be to winnow down the dating pool to the people you, the person, should actually go and meet.

Scary AI: influences the presidential election

How concerned is LinkedIn cofounder and venture capitalist Reid Hoffman about AI’s role in the upcoming election? “Very concerned.” Ruh roh!

He gave the example of people calling real court rulings about Donald Trump “deep fakes.” In other words “true things will be called deep fakes” which will create a “language of nontruth.”

Hype AI: It’s all that and a bag of lenses

While some people think AI is a massive grift, Snap cofounder and CEO Evan Spiegel says “all the excitement around AI is warranted.”

How does that relate to the disappearing photo social media app?

“What’s been really exciting is the way we’ve been able to apply AI to image and video and 3D.” AR lens experiences that used to take graphic artists weeks can now be generated “on the fly using AI,” which Spiegel says will lead to an “explosion in creativity.”

Mysterious AI: We don’t know how it’s trained

OpenAI still won’t say it uses YouTube to train its text-to-video generator Sora.

Back in March the company’s chief technology officer caused quite a stir after being unable to answer a seemingly simple question from the Wall Street Journal about what data the company used to train the model.

Two months later, that’s still the case. When asked to clear up whether or not Sora is trained on YouTube videos, OpenAI COO Brad Lightcap gave a long winding non-answer.

“The conversation around data is really important. We obviously need to know where data comes from,” he said, before mentioning a recent blog post that also doesn’t answer the question. Lightcap talked about the need for a content ID system that lets creators understand when their content is being used to train AI and to be able to monetize that. “We’re looking at this problem. It’s really hard,” he concluded.

At this point, OpenAI’s omission about where Sora is trained has got to be for legal reasons rather than for lack of knowledge about whether it trained its AI on YouTube. Because what could be worse than “yes”?

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SpaceX filings reportedly show no one can fire Elon Musk except Elon Musk

The only thing stopping Elon Musk from being chairman and CEO of SpaceX is Elon Musk, according to Reuters, which viewed an excerpt of the company’s IPO filing.

The document outlines a dual-class share structure giving Musk control via super-voting stock. The filing says he “can only be removed from our board or these positions by the vote of Class B holders” — shares he’ll control after the listing. It adds that if he keeps those shares, he could “continue to control the election and removal of a majority of our board.”

At a typical public company — even founder-led ones with dual-class structures — a CEO can be fired by the board of directors, which represents shareholders and can vote to remove them over issues such as corporate performance, strategy, or misconduct.

The unusual SpaceX setup means Musk is unlikely to face the kind of CEO succession pressure he’s dealt with at Tesla. Musk, of course, is not a typical CEO, and the value of his companies has long been closely tied to his presence.

To be sure, SpaceXs confidential IPO filing isnt in its final form yet — while the filing is still in the confidential phase, the company will be going back and forth with the SEC, which will review it and suggest or require changes.

At a typical public company — even founder-led ones with dual-class structures — a CEO can be fired by the board of directors, which represents shareholders and can vote to remove them over issues such as corporate performance, strategy, or misconduct.

The unusual SpaceX setup means Musk is unlikely to face the kind of CEO succession pressure he’s dealt with at Tesla. Musk, of course, is not a typical CEO, and the value of his companies has long been closely tied to his presence.

To be sure, SpaceXs confidential IPO filing isnt in its final form yet — while the filing is still in the confidential phase, the company will be going back and forth with the SEC, which will review it and suggest or require changes.

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Rani Molla

OpenAI’s models are officially coming to Amazon

Amazon is finally getting in on the hottest ticket in tech.

After Microsoft announced yesterday that it has agreed to give up its exclusive rights to sell OpenAI’s models, Amazon, as expected, will start offering them to customers — something Amazon Web Services CEO Matt Garman says users have been asking for “for a really long time.” Some models are available now in preview, and the most powerful GPT versions will show up “in the coming weeks.”

This is a big shift in the AI cloud wars. Microsoft’s early bet on OpenAI gave Azure an edge by locking up the most in-demand models. Now that exclusivity is gone, Amazon and other competitors can finally offer them too, closing a key gap and competing more directly for AI customers.

This is a big shift in the AI cloud wars. Microsoft’s early bet on OpenAI gave Azure an edge by locking up the most in-demand models. Now that exclusivity is gone, Amazon and other competitors can finally offer them too, closing a key gap and competing more directly for AI customers.

tech

Ship-tracking app surges as Iran war continues

As Middle East peace talks stretch on, with Tehran reportedly offering to reopen the Strait of Hormuz if the US lifts its blockade and the war ends, the owner of shipping intelligence platform MarineTraffic revealed that the app has gained millions of new users since the conflict began.

MarineTraffic’s user count jumped to 8.5 million this April, up from 3.5 million a year ago, the cofounder of its parent company, Kpler, said in an interview with the Financial Times. Paid subscribers, often workers within companies and governments looking for more data on supply chains and commodities trading, rose 11,000 in the same period.

Kpler, which also owns shipping intelligence platform FleetMon, draws its data from a range of sources, including the Automatic Identification System, satellites, and more than 500 people on-site, like port terminal operators.

Per Appfigures data, MarineTraffic is estimated to have raked in almost $1 million across March and April in app revenue (through April 27), more than double the ~$346,500 from the same months last year. Across the full year, Kpler expects to earn between $300 million and $400 million in annual recurring revenues.

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