Property AI Report
00:17:45 · Mal McCallion
Actually, there is this massive kind of you know dip where actually it can't monetize the AI as fast as it is losing um money in the the ads, which has always been its cash machine, always been you know just a relentless um ATM um pushing out pushing out cash. So I think it is um I think it's it's it's a moment, you know. I think it is at where where people are starting to see this the AI is a different business model, and actually, kind of a lot of the old kind of things that people held hold to um over the last 25 years of the internet are starting to kind of creak a little bit. So, yeah, gonna be interesting to see that from the financial side, but then from the technical side and yeah, what can carbon bring us? At the very least, I think it's got to be on a par with the others. It's gonna start keep keep pushing through. You know, I'm sure 4.1 is not far away because whilst they are going through the regulatory stuff, they will be continuing to improve it and so on. But yeah, no, it's gonna be uh gonna be quite exciting to play around with that. And and Matt, they're also bringing out you know more kind of world models and things like that. I know you've been kind of reading up on that genie and the new genie AI model, Genie 4, which you know, again, just looks like an insane piece of kit. And and it might be in these these spheres that it just smashes the other competitors as well.
00:18:52 · Matt Goddard
[00:18:52] S1: Well, that's it. And with Genie, it's been a long time since I you know got into games as much as maybe my two brothers do, but uh genie's uh allowing people to create sort of in in a single prompt these incredible world models that, for example, I think everyone's waiting for the new version of Grand Theft Auto, and and you can do that within Genie and start moving yourself around it as if as if you'd been you just prompted it to life. And I think you said you've got um family who are quite young creating these games, aren't you?
00:19:19 · Mal McCallion
[00:19:19] S0: Yeah, and this this is fascinating because um so so I've I've got part of a big family, I've got six brothers and sisters, so I have like 15, 16 nieces and nephews, and the younger elements who are like five and eight. They've been basically going and building stuff. One of the ones Roblox, the youngest one, um, but it was he's a Coventry City fan of all things, and uh he's been building Estate from Coventry City Stadium, and it's just this Roblox game that he's just like built, and it's like it's it's so good, and it's like you know, it's five, whatever. And then his older brother um built this kind of like a shooter first, an overhead shooter that looks like it's something to do with uh some kind of um brand that he's really into. But again, you know, it's just these mash-ups of kind of ideas of like, you know, well, what could you know if if I was doing I don't know, space invaders, but instead of space invaders, it was I don't know, million cricketers, whatever. I mean, you know, that that that sort of stuff, you can just mash this thing, these things up now with these these world models and just just and and I think this is where a lot of people are worried about creativity. A lot of people worried about, you know, well, what's gonna happen when you know we us humans we're not gonna be able to you know build stuff anymore? It's almost completely the opposite in my view. It's like what happens when you can build anything. It's like it's that problem rather than the other problem, which is oh my god, we're gonna be just sitting here like serving the AI. I just think, you know, if if if we kind of look up a bit and go, right, what is the thing? And again, you know, you might start with your business and go, what's the thing that's the biggest problem for me right now today? What do I do every day that really I get so bored with and or my team is just relentlessly having to do instead of going out and talking to guys and building relationships, and just focus on that and get, I don't know, little carbon when it comes out, or get um ChatGPT Astra, or get Mythos from Anthropic on there from Claude, um, and just just ask it the question and see what happens. That to me is is the joy of this this this amazing period of of our time um because there's just so much to to to do. Yeah.
00:21:00 · Mal McCallion, Matt Goddard
No, there's there's all sorts of there's random, like you know, 80s spectrum games that I kind of think. I wonder what would happen if you kind of mashed up um Lords of Midnight with Call of Duty. And if anybody knows Lords of Midnight, they'll know how sad I am. But anyway. So, yes, amazing things happening. Um, and I think you know it's just going to continue to kind of grow um as we uh as we kind of go through. [00:21:19] S1: I think the example just on genie to come back to as well is uh maybe a few months ago we talked about one of the world models was um that you take Nighthawk and and suddenly put yourself in that. But it's like genie allows you to within within a single prompt. So think about what the the real world use cases were for that, right? It's like you know, what about Camberwell? Could I put myself in Camberwell? Are they like basically creating the metaverse, put yourself on on the very specific areas you want to look at, right?
00:21:44 · Mal McCallion
[00:21:44] S0: Yeah, yeah, exactly that. So yeah, it literally you can just expand your mind with all this sort of stuff. So yeah, world models, it's good to see them coming even more into the conversation. I think they're going to be an increasing part of our lives going forwards. And you know, again, you can just imagine if you are looking for a property and you can world sim at that property search and very Other things which is coming down the track, and obviously it's a lot of stuff that we're looking at right here. It's gonna be it's gonna be amazing. So, yeah, um, watch this space, it's gonna be fun. Uh all right, um, next up, um, we wanted to talk about uh large language models from Europe because there is at least one. So we've got Mistral over in France, and they have um launched open weight models. The large one is the one that I really like because it's called Le Chonk. It's chonky. And uh so these openweight models, um, this is how Europe and uh the EU is looking to try and fight back, um, is basically by releasing um open weight models just a recap. Openweight models are ones where you can see uh how it's built essentially, and you can then put it onto your system and you can train it up and you can do it broadly for free, as opposed to the closed models, which is your Claude's and your ChatGPT, which um you know that essentially have been engineered in the dark and nobody can see them, but they're obviously astonishing and can do many more things. So, Matt, yeah, I know that um yeah, you're always um keen to see um whether these things actually are going to stand up against some of the bigger guys. Uh, where do you see this one landing?
00:22:59 · Matt Goddard
[00:22:59] S1: It's positive first and foremost, isn't it? That as you say, that it's not just the the the American labs that are kicking on and to to see Mistral still going. I think sometimes there is a question when we're talking about all these new models, all these things, and like people saying, Well, when do I use this and how do I use it and and such like it's a case of you know sometimes I just focus in and only use codecs and and chat GT because there's a lot of context switching. But um I do like the fact that A, you did a French accent when you said Mistral and then LeChonk had to go away and just fact I had to fact check, so it was generally called LeConk. Um that in itself might mean that I I want to use it. But I think that the main reason that seeing it is just the competition, isn't it? And the fact that we're not getting hemmed in and that if suddenly the American government says, right, we're gonna restrict everything. Um because those cybersecurity breaches we talked about last week, you know, people were responding to those quickly if they had access to Mythos or Astra 6.1, but us, me and mortals who didn't, people had to go to GLM 5.3 and others where they could use these open weight models to to actually respond to the attackers. So um, you know, where those cybersecurity barriers are in place, great, but we need something that helps us, and the fact that this is open open weight's effects of the open source, right? So we can go in and utilize this. So it's it's good to see more and just keep pushing that, um, pushing that competition is a is a good thing in my mind.