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The AI Breakdown First Five - Wednesday March 20, 2024
Today on the First Five:
5. How Adding an Inner Monologue Increased AI’s Performance
4. How AI Fits in Reddit’s IPO Pitch
3. The Latest GPT-5 Rumors (Coming This Summer?)
2. Saudi Arabia Starting $40B AI Fund
1. Inflection Founders Leave for Microsoft
5. How Adding an Inner Monologue Increased AI’s Performance
A new method called Quiet-STaR has increased reasoning and doubled math performance, largely by teaching an LLM to slow down and think for a minute before responding to a prompt. We’re sure this won’t reignite conversations about AI sentience and self-awareness.
Researchers gave AI an 'inner monologue' and it massively improved its performance
— Live Science (@LiveScience)
12:01 PM • Mar 20, 2024
4. How AI Fits in Reddit’s IPO Pitch
Reddit begins trading on Thursday. According to their investor materials, a big part of the pitch is the value of their data for training AI models. This makes sense as the company recently signed a deal to provide Google training data in exchange for $66m, but there are some skeptics.
Reddit's IPO is a welcome end to the IPO winter for antsy tech journalists and investors.
But, the social media company's AI pitch—which it's been heavily leaning into leading up to its public offering—has more than a few skeptics.
W/ @coryweinberg:
— Stephanie Palazzolo (@steph_palazzolo)
1:18 PM • Mar 20, 2024
3. The Latest GPT-5 Rumors (Coming This Summer?)
Business Insider wrote a seemingly well-sourced story yesterday suggesting that GPT-5 is likely to come out around mid-year and that people who have seen it say that it is “really good, like materially better.”
A well-reported piece with multiple sources suggests GPT-5 this summer (if it is called GPT-5). If you are planning a business around older models, take note.
We will learn a lot about the future of AI from how much it beats GPT-4. Agents are an obvious use if it is much better.
— Ethan Mollick (@emollick)
4:35 AM • Mar 20, 2024
2. Saudi Arabia Starting $40B AI Fund
Is the Kingdom of Saudi Arabia about to become the world’s biggest AI investor? The New York Times reports that the country is planning to launch a $40B AI fund, perhaps in partnership with Andreessen Horowtiz.
Saudi Arabia plans $40bn push into AI. The planned tech fund would make Saudi Arabia the world’s largest investor in AI. It would also showcase the oil-rich nation’s global business ambitions as well as its efforts to diversify its economy and establish itself as a more… twitter.com/i/web/status/1…
— Holger Zschaepitz (@Schuldensuehner)
7:27 PM • Mar 19, 2024
1. Inflection Founders Leave for Microsoft
In a fairly shocking story, Inflection AI (the maker of the Pi personal AI chatbot) is undergoing a major change as two of its three cofounders (and many of its researchers) are leaving to join Microsoft. Former Inflection CEO Mustafa Suleyman will become the CEO of the new Microsoft AI division. Inflection technically does have a new CEO, but most people assume the writing is on the wall for Pi.
this inflection thing is honestly wild.
they raised 1.3B 9 months ago from MSFT and were founded less than 2 years ago.
and the CEO just bailed. to go work at MSFT. is there any historical precedent for this?
story has to be more complex than what meets the eye.
— Neal Khosla (@nealkhosla)
6:28 PM • Mar 19, 2024
Bonus: Makes it Pretty Stark
It is interesting to see a key truth about the current state of AI play out over and over again. Only a few organizations have the compute needed to train GPT-4 class & beyond models.
Key small AI labs may have a lot of talent & ideas, but only 4-5 tech giants have the servers.
— Ethan Mollick (@emollick)
3:21 AM • Mar 20, 2024
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