00:14:54 · John Coogan, Jordi Hays
[00:14:54] S1: Oh, yeah. You can't really tell what we're doing.... I need to position it like this if I really wanna be nice to Apple comms. Here we go. Boom. Nailed it. That's good. Right? That looks great. Now that's... That... Another reflection there. No. People are very excited about this. And, yes, my theory is that it probably costs, like, $2 per unit to do that. And back when they were selling MacBooks for a thousand dollars, that was, you know, a fifth of a percent of the total price and maybe, you know, half a percent of the total component cost or something. These these are very estimated numbers. But when the top line price goes up because of memory going up and because of chips going up in price, all of a sudden, like, the the technology that it costs to light up the Apple logo probably hasn't changed in price. It's probably... Maybe even gotten cheaper. It might just be still $2. And so now they're like, well, most people are gonna be specking these at, $4. $2 relative to $4 is way less than $22 relative to [00:15:53] S0: a thousand dollars. Feels like a guy that's like, yes. It's not necessary. Yes, it has no utility other than, like, sort of brand Yeah. And just sort of like enjoy... Like enjoyment for the user. It looks nice. [00:16:06] S1: Yeah. No. And I think that's the premium Apple brand that they need to like stick with and stay with and stuff. So I thought that was that was a nice touch. Anyway... Google. [00:16:18] S0: They got a couple new models.
00:16:18 · Jordi Hays, John Coogan
[00:16:18] S0: They got a couple new models. [00:16:19] S1: Okay. First, let me tell you about Railway. Railway is the all in one intelligent cloud provider. Use your favorite agent to deploy web app servers, databases, and more. While Railway automatically takes care of scale and monitoring and security. What did Google launch? [00:16:31] S0: Google has a couple new models. Sundar says excited to share Genie 4. Today, our most realistic and interactive world model. [00:16:37] S1: This is really cool. [00:16:38] S0: Steer dynamic environments in real time, shaping events, camera angles, and actions. Generate native audio, match the world from realistic background sounds to characters who can converse in real time. Simulate photorealistic scenes and real world physics, create more coherent multi step events through reasoning from Gemini, and they've started to roll it out as a research preview. Looks incredible. I think that the primary use case for world models for me personally so far is, you know, making me think that it's more likely that we're living in our own simulation. Yeah. I don't know. I I wonder, like, who's using, you know, who's using these?
00:17:22 · John Coogan
[00:17:22] S1: Well, right now, it's mostly research previews. So researchers are using them. And the immediate the immediate thing is, like, okay, it could be fun. It could just be something that you want to spend time in. So it's like a video game. It's a substitute for video games or even just a full video game that you wanna pay for or or subscribe to or upgrade your plan to be able to tinker in. But the the immediate case for for content creators is, like, set extensions, virtual backdrops. Like, you can you could effectively composite yourself into this world, and your camera could be moving you around. You've seen those videos of people LARPing with Higgsfield. You've seen this? Where people would be like, look at look at me, and it's like them. And it's like, this is my Lamborghini, and they've dynamically replaced the the Honda Civic with the Lamborghini. And then they're like, and I'm on my private jet, it's actually just their back staircase or whatever. This allows you to do it in real time if it's this high quality because it can it can interpret where the camera position is and then dynamically generate the world. So even if you're... Even if I'm filming you and I have a virtual backdrop on you and I'm like, okay. We're in... We're on the beach and then we go outside, it can it can imagine what's outside and it says, okay. Now we're now we're on the boardwalk of the beach and it can continually recreate this. So there will be some interesting, like, real time applications as this Everyone rolls is probably familiar with the simulation hypothesis, proposes that what one experiences as the real world is actually a simulated reality such as a computer simulation in which humans are constructs. Everyone's thinking we're in a simulation in a simulation now. You had a different thesis, different hypothesis, the racing simulation hypothesis, which is that our world, what we know as Earth, what we know as the human experience, in fact, exists in a racing simulator run by a higher level organism that exists purely to propagate f one and the f one circuit and everything else that we do is in service of simulating f one. Motorsport. Motorsport. Yeah. Motorsport. Broadly. It's not... It's it's a it's a multifaceted racing simulation. So you include NASCAR. Include GT three. Yeah. Exactly. The racing simulation hypothesis is is one that's...
00:19:46 · John Coogan, Jasper Zhang, Jordi Hays, S2
It it it is gaining a lot of ground among among the the futurists [00:19:51] S4: Yeah. [00:19:51] S1: And the and the science fiction fans. The racing simulation hypothesis is is getting getting popular. This is cool. [00:19:57] S0: That's not all. [00:19:58] S1: Wait. Wait. Really quickly on Genie four, is it available yet? What... Because you've played with some of them before. [00:20:04] S2: Yeah. I'd love to get access. I I don't have access to Genie 4 yet. I think it's still on... You have to, like, apply to their, like, early access program. [00:20:12] S1: Okay. I I'm I'm excited for that to to roll out and be able to play. Jordi, what what is the next Google? [00:20:18] S0: They got another model. Multiple models this week. Sundar is back. He says, I did say we'd be releasing our models periodically, introducing Gemini four Carbon, their next frontier model, which follows Argon's release just two weeks ago. Carbon shows the pace at which we're pushing the frontier, and it ranks number one on the recently updated V5 of the Artificial Analysis Intelligence Index at 59. And it also leads across cybersecurity evaluations, scoring 88.2% on SCCBench pro for finding vulnerabilities and 54.8% on exploit gym. Yeah. So very excited to see the reaction here. Seems like a great launch. Elon says it's impressive. And I think, again, they have to at this point have been learning from the sort of series of of benchmark disappointments that they seemingly have had for [00:21:17] S1: Yeah.
00:21:17 · John Coogan, Jordi Hays
[00:21:17] S1: Yeah. [00:21:17] S0: Semi outs About year. Shots. Right? Just about a about a year straight where every single time it's amazing on benchmarks and then, the the sort of lived experience that people have is less impressive. [00:21:30] S1: Thought Gemini three had, like, a good flavor to it. Maybe it was a bit overly benchmaxed, but it felt like it wasn't too verbose. It felt like it sort of answered questions in, like, one page of text, and so I could, like, see it and see the answer and kind of parse it easy as opposed to getting, like, pages and pages and pages, but it was something LLMs do. It could be a little bit much. I was confused by this because it feels like the the the hierarchy... Like, with with, like, Luna, Terra, Sol, Astra, I kind of understand that, like, the moon is smaller than the Earth. The Earth is smaller than the sun. The sun is smaller than the celestial bodies. Same thing with, Anthropic, where it's like a sonnet is shorter than an opus. A mythos is bigger. I kind of understood that. Yeah. This is interesting because they're going in maybe the opposite direction depending on how you rank them. So argon is the eighteenth atomic number, whereas carbon's number six. And so does that leave them open to do a a lithium, a high... A helium, a hydrogen model that's, like, bigger? Are they gonna go that direction? I like that they have a name Do [00:22:43] S0: you think they're gonna do a helium model?
00:22:43 · Jordi Hays, S5, John Coogan, S2
[00:22:43] S0: you think they're gonna do a helium model? [00:22:45] S5: Yes. I I think the helium model could be the biggest model from DeepMind in years. It could change everything. It would be the... It would be significantly bigger than their new carbon model, [00:23:09] S1: Yeah. But it it does sort of beg the question... Yeah. Like, what is the what what is the taxonomy here? It's kinda cool that they left a lot of space between carbon and argon for sodium, magnesium. [00:23:24] S0: Sodium. Sodium. Honestly... [00:23:26] S1: Neon, aluminum. I love salt. Silicon's in there. Phosphorus? Sulfur? [00:23:30] S2: I would have liked if [00:23:31] S1: if if would have liked [00:23:32] S2: some more fear mongering. They could do plutonium Yeah. Fluorine. [00:23:35] S1: Well, that's really deep. So in the... This is what I'm saying. In the deep mind taxonomy right now, plutonium would sound like a really scary model, but it would actually be much smaller than carbon because it goes from carbon's the biggest and best, then argon at eight... At the 18 atomic number is smaller. And then you go way down to plutonium and it's actually like the least effective, the least smart model in theory. I don't know. It's cool. [00:24:03] S0: They should do Gemini five nuke. [00:24:06] S1: Nuke. Yeah. We... Wait. Don't you have a button for that? I thought we had a button for nuke. [00:24:11] S0: No. I think we I think we removed.