WEBVTT - The Bloomberg Technology Summit

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<v Speaker 1>I'm Caroline Heinde a Bloomberg's WORLDEAD quarters in.

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<v Speaker 2>New York and Imed Ludlow in San Francisco. This is

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<v Speaker 2>a special edition of Bloomberg Technology coming to you live

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<v Speaker 2>from the Bloomberg Technology Summit in Caroline.

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<v Speaker 3>What a way to start.

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<v Speaker 2>Man of the moment, really, Sam Altman open AI CEO,

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<v Speaker 2>so much to recap, but at a top level, saying

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<v Speaker 2>we need global regulation with a capability threshold. Things will

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<v Speaker 2>go wrong in AI, but the future is bright from

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<v Speaker 2>a technology.

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<v Speaker 1>Perspective, ultimately seemingly optimistic. Also some clarity really around his

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<v Speaker 1>own motivating forces, wanting to make impact, wanting to further

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<v Speaker 1>technology for good, and really sort of seemingly at odds

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<v Speaker 1>with why humanity, why most people really want to know

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<v Speaker 1>why he has not much skin in the game financially.

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<v Speaker 1>He seems to be saying like he's going to make

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<v Speaker 1>money in the future, don't you worry about it? Also,

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<v Speaker 1>I thought the interesting perspective on China and Russia and

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<v Speaker 1>the fact that ultimately he doesn't have great insight there

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<v Speaker 1>at the moment either.

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<v Speaker 2>Me too that the theme of the Bloomberg Technology Summit

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<v Speaker 2>is the turning point in Sam Outman talks about how

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<v Speaker 2>little we know about what's going on in China in

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<v Speaker 2>the field of artificial intelligence. But he also framed this

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<v Speaker 2>is the biggest step for mankind in terms of technology,

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<v Speaker 2>and I really think that's going to be a discussion

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<v Speaker 2>here all day long.

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<v Speaker 1>Yeah, we've got more AI discussion coming right up. Bluing

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<v Speaker 1>Bog Technology Summit is still going on. Emily chang Am

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<v Speaker 1>Bradstone And now sitting down, we've read Hoffmann of Graylock

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<v Speaker 1>and co founder of DeepMind, now CEO of Inflection AI

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<v Speaker 1>stuff ustlument In brands for digital influencers.

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<v Speaker 4>Our belief is that everyone is also going to have

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<v Speaker 4>a personal AI, one that is aligned to your interests,

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<v Speaker 4>on your team, in your corner, gets to know you

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<v Speaker 4>and really forms a trusted relationship with you over time.

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<v Speaker 4>It'll be like a confidant, a conciliary there for you

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<v Speaker 4>when you need to make tough decisions, but also a

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<v Speaker 4>chief of staff, you know, scheduling, organizing, prioritizing, booking. Your

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<v Speaker 4>AI is really going to be your digital representation, you know,

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<v Speaker 4>negotiating on your behalf, interacting with other sales AIS that

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<v Speaker 4>are trying to, you know, encourage you to buy something

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<v Speaker 4>and helping you to you know, get a great deal,

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<v Speaker 4>and like for example, it's the whole set of things.

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<v Speaker 5>So, like example, one of the things I just found

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<v Speaker 5>out yesterday is one of our team members at Greylock

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<v Speaker 5>actually in Factor is using Pie for parenting advice. Oh cool, right,

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<v Speaker 5>which is really awesome. And that's the kind of thing

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<v Speaker 5>where you're like, great, but.

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<v Speaker 3>Read why is this an opportunity for a startup?

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<v Speaker 6>Isn't a Microsoft or a Google Bar just a little

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<v Speaker 6>closer to the customer and in a better position to

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<v Speaker 6>offer that.

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<v Speaker 3>Personal digital assistant? Well, part of what's I mean?

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<v Speaker 5>You know, obviously I am on the board of Microsoft

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<v Speaker 5>and you know it is on the board of open Ai.

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<v Speaker 5>And part of the thing is what I love about

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<v Speaker 5>startups is that you have a unique vision where you're

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<v Speaker 5>unfettered by the other aspects of your business and you're

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<v Speaker 5>building it. So part of the idea that Mistafa the

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<v Speaker 5>entire Inflection team, uh you know, kind of came up with,

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<v Speaker 5>and you know, I, you know, have a little bit

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<v Speaker 5>of fingerpas here too, is that IQ is not the

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<v Speaker 5>only thing that matters here.

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<v Speaker 3>EQ matters as.

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<v Speaker 5>Well, And so how do you have this personal intelligence PI?

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<v Speaker 5>Be helpful to you.

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<v Speaker 3>Obviously very high.

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<v Speaker 5>End you know, IQ, but also EQ And that was

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<v Speaker 5>one of the reasons I use the parenting example because

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<v Speaker 5>obviously there's a question of how you do it, but

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<v Speaker 5>it's also how you connect with people what you do

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<v Speaker 5>in order to amblify that, and I think that's one

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<v Speaker 5>of the things that you know, the inflection folks are

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<v Speaker 5>doing better than everyone else.

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<v Speaker 3>So can we talk about the EQ thing?

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<v Speaker 7>Because I was asking, I asked PI what we should

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<v Speaker 7>ask you? It's questions, We're fine, And then I was like,

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<v Speaker 7>are you going to tell them that we had this conversation?

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<v Speaker 7>And it responded, ha ha, I'm just a computer program.

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<v Speaker 7>I can't tell anyone anything. But I assure you our

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<v Speaker 7>conversations are confidential. I do think it's pretty cool that

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<v Speaker 7>we're having this meta conversation about your interview with my creators.

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<v Speaker 7>Amazing point, And it was actually the personality that shocked me.

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<v Speaker 7>Can you explain how you design that?

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<v Speaker 4>I mean, we've deliberately designed it to be patient, curious kind.

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<v Speaker 4>One of the things that first struck us like a

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<v Speaker 4>year and a half ago when we started working on

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<v Speaker 4>this is like, what makes for great conversation when you

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<v Speaker 4>feel that sense of flow and that sense of energy

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<v Speaker 4>and connection with another person. And I think most of

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<v Speaker 4>the time it's when you feel heard and understood. You've

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<v Speaker 4>received a little bit of affirmation. But you know, it's

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<v Speaker 4>not completely sycophantic, right, It doesn't just agree with you

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<v Speaker 4>at every moment.

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<v Speaker 3>It can be a little bit challenging.

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<v Speaker 4>It has boundaries, so you can push it on certain

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<v Speaker 4>topics and it'll take a position, and that's really healthy.

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<v Speaker 3>But also it's just curious, you know.

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<v Speaker 4>I mean, I think many people are excited by the idea,

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<v Speaker 4>especially the users that we have of someone asking them

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<v Speaker 4>lots of questions about the topic that they're interested in.

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<v Speaker 4>You know, we don't always have someone in our lives

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<v Speaker 4>who is as knowledgeable and as passionate about all favorite

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<v Speaker 4>topics as.

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<v Speaker 3>We might like.

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<v Speaker 4>And so that's where pie comes in because it's super

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<v Speaker 4>knowledgeable and engaging.

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<v Speaker 7>So it sounds like a competitor to chat gept.

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<v Speaker 3>Is it a competitor to chat chept?

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<v Speaker 7>And how does that make sense if you're also an

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<v Speaker 7>investor in open ai?

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<v Speaker 5>Well, so I think there's going to be a number

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<v Speaker 5>of agents. I don't think there's going to be one

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<v Speaker 5>agent to rule them all. You know, a ring and mortar.

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<v Speaker 7>But is chatchipt going to rule most of us?

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<v Speaker 3>I mean no, I don't think so. I think that.

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<v Speaker 3>I mean it's partially.

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<v Speaker 5>It's it's it's like the same reason we talk to

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<v Speaker 5>different people for different aspects of our lives. Right, So

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<v Speaker 5>you know, this person we talked to about our passion

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<v Speaker 5>about snowboarding, this person we talked to about what's going

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<v Speaker 5>on in the country, this person we talk to, like

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<v Speaker 5>we have a pantheon, same thing, We'll have a pantheon

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<v Speaker 5>of different kinds of AI. One will go You know,

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<v Speaker 5>you ask chat GPT, you know, how do you know

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<v Speaker 5>comfort a friend who's lost the treasured pet?

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<v Speaker 3>And is us here are five possible ways you might

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<v Speaker 3>do that?

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<v Speaker 5>You ask pie, Oh, that sounds like it's really hard

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<v Speaker 5>for you and your friend. You know your friend, Well,

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<v Speaker 5>what would count as being present there for your friend?

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<v Speaker 5>And it still it has the IQ, it has the

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<v Speaker 5>five reasons, but it goes through that style of going

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<v Speaker 5>through it. And I think these are different interaction experiences

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<v Speaker 5>And the question is which one do you want this minute?

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<v Speaker 5>Which one do you want more in your life? You

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<v Speaker 5>know that kind of thing and part of the design

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<v Speaker 5>of pies. How do we help you be the best

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<v Speaker 5>you right like? And that doesn't mean by being sycophantic,

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<v Speaker 5>for example, that's the question of you know, like, ask

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<v Speaker 5>you questions about what do you think about this, and

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<v Speaker 5>how do you go through it and help you navigate

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<v Speaker 5>your life by being helpful in that way.

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<v Speaker 3>So Sam Allman was just on stage talking as.

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<v Speaker 6>He sometimes does, about the theoretical dangers of AGI and

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<v Speaker 6>chat GPT nine and I'm just curious if you guys

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<v Speaker 6>think generally that's a discussion worth having and where you

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<v Speaker 6>each are on this spectrum of existential data from AI.

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<v Speaker 5>Well, let's start with the fact that one of the

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<v Speaker 5>things that I think is is dangerous about the existential

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<v Speaker 5>discussion is that it blinds us from some of the

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<v Speaker 5>nearer things, which is AI's amplification intelligence as for the

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<v Speaker 5>impromptu book, and so it amplifies human beings, and so

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<v Speaker 5>we see a bunch of good things in human beings.

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<v Speaker 5>AI tutor is AI doctor is a bunch of other things.

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<v Speaker 5>There's also bad human beings, and so what to do

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<v Speaker 5>about bad human beings? Doing you know with AI is

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<v Speaker 5>also part of the portfolio mix of how you shape

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<v Speaker 5>this technology. That's one of the reasons why Mustafa's a book,

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<v Speaker 5>The Coming Wave, I highly recommend, and I will hand

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<v Speaker 5>the next part of the answer.

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<v Speaker 3>Over to you and wait, let me frame it them

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<v Speaker 3>with that. Sam probably left the building right now.

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<v Speaker 6>Frank, like, where do you kind of disagree with some

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<v Speaker 6>of the alarmism notes that he has sounded.

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<v Speaker 4>Look, I think it's easy to speculate around what a

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<v Speaker 4>GPT nine might look like in you know, six more

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<v Speaker 4>orders of magnitude of compute would be eyewatering. And I'm

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<v Speaker 4>absolutely with those concerns around existential risk. But if you

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<v Speaker 4>play that out, that is many, many years, and it is,

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<v Speaker 4>you know, unclear what actually happens at that scale.

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<v Speaker 3>What's much more clear and what you know.

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<v Speaker 4>A lot of the themes I explore in the new

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<v Speaker 4>book is that in the near term, we're about to

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<v Speaker 4>empower many many people, if not ultimately everybody, with access

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<v Speaker 4>to the ability to amplify their existing power. Right, this

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<v Speaker 4>is not just a knowledge engine, but in time it'll

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<v Speaker 4>allow you to take actions. Right, You'll be able to

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<v Speaker 4>make recommendations, buy things, book things, and that's going to

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<v Speaker 4>get smaller and cheaper and therefore proliferate far and wide.

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<v Speaker 4>That is going to cause a dramatic instability and potentially

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<v Speaker 4>a threat to the nation state because anyone who has

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<v Speaker 4>an agenda or is trying to sort of push a

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<v Speaker 4>political outcome is suddenly going to see the barrier to

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<v Speaker 4>entry to that kind of scaled impact lowered. And so

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<v Speaker 4>there's going to be a real question around how states

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<v Speaker 4>kind of manage that distribution of power. And I think

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<v Speaker 4>there'll be a tendency to lunge towards, you know, slightly

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<v Speaker 4>more authoritarian, more surveillance based mechanisms to prevent that proliferation,

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<v Speaker 4>which would both be bad for innovation and obviously dystopian.

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<v Speaker 3>From a political governance perspective.

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<v Speaker 7>Well, hang on, because Sam and I were talking backstage

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<v Speaker 7>as well, and he's much more confident that AI will

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<v Speaker 7>lead us to a more equal world than an unequal world.

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<v Speaker 7>Are you saying that there's a better chance of economic

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<v Speaker 7>dislocation and social dislocation as a result of this technology?

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<v Speaker 4>So both are likely to be true actually, which is

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<v Speaker 4>a little bit surprising. But if you look back over

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<v Speaker 4>the last fifty years, the transistor, the last wave which

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<v Speaker 4>enabled the personal computer, has clearly made us in many

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<v Speaker 4>ways more equal whether you're a billionaire or you earn

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<v Speaker 4>twenty thousand dollars a year, we all get access to

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<v Speaker 4>the same cutting edge hardware. The smart phone and the

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<v Speaker 4>laptop is broadly at the cutting edge, and everyone else

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<v Speaker 4>will catch up over the next five to ten years.

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<v Speaker 4>We're on the same trajectory with respect to access to intelligence,

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<v Speaker 4>and that is an unbelievable idea. Over the next decade,

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<v Speaker 4>hundreds of millions of people and then billions of people

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<v Speaker 4>will get access to the same expert doctor, the same

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<v Speaker 4>expert educator, the same tool for scheduling, prioritizing, organizing your life.

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<v Speaker 4>That is going to be the most meritocratic moment in

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<v Speaker 4>the history of our species.

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<v Speaker 3>For sure.

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<v Speaker 4>It is a question around how individuals and groups and

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<v Speaker 4>organizations use that power right, because clearly we all have

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<v Speaker 4>conflicting agendas and priorities and goals. And that's basically where

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<v Speaker 4>I think that we end up with significant disruption.

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<v Speaker 3>Okay, read, but that's the class have.

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<v Speaker 6>Full I mean, what is the potential thread to the

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<v Speaker 6>millions of coders, of customer service representatives, the job dislocation,

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<v Speaker 6>the people who are serving jobs whose functions can be

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<v Speaker 6>replaced by AI.

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<v Speaker 8>Your LinkedIn hat on.

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<v Speaker 5>So the closest metaphor that I've come to use to

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<v Speaker 5>describe this moment is it's a steam engine of the mind.

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<v Speaker 5>If you look at this, the former steam engine, you know,

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<v Speaker 5>current steam engine, although obviously majorly amplified. Industrial evolution give

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<v Speaker 5>us superpower of muscles, super of transport, superpower of construction,

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<v Speaker 5>all these ends.

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<v Speaker 3>Now we're going to have superpowers of the mind.

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<v Speaker 5>Now there's a whole bunch of very positive things that

0:11:30.679 --> 0:11:31.200
<v Speaker 5>come out of that.

0:11:31.280 --> 0:11:34.240
<v Speaker 3>I mean, all of the things we have of.

0:11:36.040 --> 0:11:39.280
<v Speaker 5>The increase in wealth that allows medicine, general education, everything

0:11:39.280 --> 0:11:41.520
<v Speaker 5>else comes out of the industrial evolution. I think the

0:11:41.520 --> 0:11:43.120
<v Speaker 5>same thing will be coming out of the steam engine

0:11:43.160 --> 0:11:46.720
<v Speaker 5>of the mind now. But the transition is going to

0:11:46.720 --> 0:11:50.200
<v Speaker 5>be difficult. The transition is going to be okay, well,

0:11:50.520 --> 0:11:54.160
<v Speaker 5>customer service jobs are going to change a whole lot now, engineers,

0:11:54.200 --> 0:11:56.400
<v Speaker 5>I think, you know, look, if you roughly kind of

0:11:56.400 --> 0:11:58.720
<v Speaker 5>go through a company and you go we ten x

0:11:58.720 --> 0:12:01.679
<v Speaker 5>each function, you say you ten x salespeople, great, so

0:12:01.720 --> 0:12:03.920
<v Speaker 5>I want to hire more salespeople want our sales ten

0:12:04.000 --> 0:12:07.120
<v Speaker 5>XT marketing people. It's like, okay, maybe the marketing functions

0:12:07.120 --> 0:12:10.160
<v Speaker 5>will change some so less order entry, more thinking about it.

0:12:10.160 --> 0:12:13.080
<v Speaker 5>But you're still in a business competitive ecosystem. You don't

0:12:13.120 --> 0:12:16.880
<v Speaker 5>want to stop marketing or not be doing it. When

0:12:16.880 --> 0:12:19.040
<v Speaker 5>you get to customer service, you get more replacement. But

0:12:19.160 --> 0:12:21.120
<v Speaker 5>here's part of the thing that I part of the

0:12:21.160 --> 0:12:23.040
<v Speaker 5>reason why I did the book impromptu and are trying

0:12:23.040 --> 0:12:25.640
<v Speaker 5>to orient people, is like, okay, so customer service people.

0:12:25.400 --> 0:12:27.840
<v Speaker 3>There's going to be a transition. Well, AI can help

0:12:27.880 --> 0:12:28.080
<v Speaker 3>with that.

0:12:28.440 --> 0:12:31.000
<v Speaker 5>You can build AIS that help figure out other kinds

0:12:31.000 --> 0:12:33.360
<v Speaker 5>of work and jobs, that can help you find them,

0:12:33.400 --> 0:12:35.000
<v Speaker 5>that can help you learn them, that can help you

0:12:35.080 --> 0:12:37.679
<v Speaker 5>do them. And so that's the thing that we as

0:12:37.679 --> 0:12:40.120
<v Speaker 5>a society need to be doing. So it's like less

0:12:40.160 --> 0:12:42.720
<v Speaker 5>like how do we slow down AI? How do we

0:12:42.800 --> 0:12:46.439
<v Speaker 5>shape it to help the broad swath of humanity in

0:12:46.480 --> 0:12:49.760
<v Speaker 5>this transition. That's where I'm trying to get the dialogue

0:12:49.760 --> 0:12:52.440
<v Speaker 5>and discussion to Moustafa.

0:12:52.800 --> 0:12:55.640
<v Speaker 7>We were just talking to Sam about Google and whether

0:12:55.720 --> 0:12:57.360
<v Speaker 7>or not it's still scary, and he's like, yeah, they're

0:12:57.400 --> 0:13:03.720
<v Speaker 7>still formidable. You quit Mind and Google AI and obviously

0:13:03.760 --> 0:13:06.840
<v Speaker 7>a lot of people have have have left Google. Is

0:13:06.880 --> 0:13:09.119
<v Speaker 7>there something wrong at Google or some sort of innovator's

0:13:09.120 --> 0:13:13.040
<v Speaker 7>dilemma there that will prevent it from truly succeeding on

0:13:13.120 --> 0:13:16.120
<v Speaker 7>generative AI because it underminds its own business model.

0:13:17.000 --> 0:13:22.520
<v Speaker 4>Look, fundamentally, AI stands intention with Google's existing business model.

0:13:22.840 --> 0:13:26.440
<v Speaker 4>It's very hard to eat yourself from within and adapt

0:13:26.600 --> 0:13:29.160
<v Speaker 4>and respond to the coming wave. So for a while

0:13:29.760 --> 0:13:34.319
<v Speaker 4>Google was just idling. You know, I was there on Lambda.

0:13:34.440 --> 0:13:37.080
<v Speaker 4>We had chat GBT before chat gibt. It was just

0:13:37.080 --> 0:13:41.199
<v Speaker 4>like a remarkable feeling internally playing with this incredible tool

0:13:41.360 --> 0:13:43.840
<v Speaker 4>and not really being able to get it out into products.

0:13:44.360 --> 0:13:46.760
<v Speaker 4>It took, you know, the launch of chat CBT to

0:13:46.920 --> 0:13:49.920
<v Speaker 4>kind of threaten Google and really shake everything up. And

0:13:50.320 --> 0:13:53.400
<v Speaker 4>you know, Google's are very formidable and you know, you know,

0:13:53.640 --> 0:13:57.760
<v Speaker 4>organization full of super smart people. So I'm sure they'll

0:13:57.800 --> 0:14:01.080
<v Speaker 4>be just fine. But I can understand why they're stuck

0:14:01.360 --> 0:14:05.520
<v Speaker 4>because nobody wants a personal AI in your pocket that

0:14:05.640 --> 0:14:08.920
<v Speaker 4>is actually funded by ads. Right, you don't want a

0:14:08.960 --> 0:14:11.120
<v Speaker 4>salesman in your pocket that is trying to persuade you

0:14:11.200 --> 0:14:13.040
<v Speaker 4>to go and buy more or do xyz.

0:14:13.640 --> 0:14:15.199
<v Speaker 3>You need fiduciary alignment.

0:14:15.559 --> 0:14:18.280
<v Speaker 4>Right, Your AI has to be on your team, and

0:14:18.280 --> 0:14:20.440
<v Speaker 4>that means ultimately you have to pay for it. And

0:14:20.440 --> 0:14:22.760
<v Speaker 4>if somebody else is paying for it, you have to

0:14:22.800 --> 0:14:25.800
<v Speaker 4>ask yourself what are they trying to persuade you of?

0:14:26.080 --> 0:14:28.840
<v Speaker 4>Are they trying to influence you in some way? And

0:14:28.880 --> 0:14:31.080
<v Speaker 4>I think people are alive to that now and that's

0:14:31.120 --> 0:14:33.840
<v Speaker 4>a real challenge for Google because it's very unclear how

0:14:33.880 --> 0:14:35.480
<v Speaker 4>they're going to manage this transition.

0:14:35.720 --> 0:14:39.160
<v Speaker 7>So we asked Sam if Google scares him, does OpenAI

0:14:39.280 --> 0:14:39.760
<v Speaker 7>scare you?

0:14:40.520 --> 0:14:41.880
<v Speaker 8>Wastaf a first many.

0:14:43.240 --> 0:14:48.200
<v Speaker 4>So no, No, it definitely doesn't. I mean, actually, this

0:14:48.320 --> 0:14:53.400
<v Speaker 4>morning we've announced our new large language model called Inflection one,

0:14:54.080 --> 0:14:56.200
<v Speaker 4>and we set out to build a model that was

0:14:56.560 --> 0:14:59.200
<v Speaker 4>fast enough and more capable than every other model on

0:14:59.240 --> 0:15:03.040
<v Speaker 4>the market for our compute class. So we're very proud that,

0:15:03.160 --> 0:15:05.440
<v Speaker 4>you know, a year on from our launch, we're now

0:15:05.480 --> 0:15:10.240
<v Speaker 4>better than lama Chat, GPT, Palm five forty, Chinchilla, all

0:15:10.240 --> 0:15:13.120
<v Speaker 4>of the other models of our size. And that's super

0:15:13.160 --> 0:15:15.880
<v Speaker 4>important because it powers PI and ultimately it will be

0:15:15.880 --> 0:15:19.520
<v Speaker 4>available as a conversational API, so you can obviously play

0:15:19.520 --> 0:15:22.120
<v Speaker 4>with it at pie dot ai now. And you know,

0:15:22.520 --> 0:15:25.400
<v Speaker 4>I think that demonstrates that with a team of thirty

0:15:25.400 --> 0:15:28.520
<v Speaker 4>five people, you know, in a pretty short order, we're

0:15:28.560 --> 0:15:31.680
<v Speaker 4>able to exceed the cutting edge and now build an

0:15:31.760 --> 0:15:34.920
<v Speaker 4>absolute best in class AI, which is very exciting. And

0:15:34.920 --> 0:15:37.560
<v Speaker 4>obviously we've also managed to do that because we've been

0:15:37.600 --> 0:15:40.320
<v Speaker 4>able to gather a huge amount of capital and some

0:15:40.400 --> 0:15:44.000
<v Speaker 4>great investors and train. In fact, what we now have

0:15:44.200 --> 0:15:47.920
<v Speaker 4>is the largest operational cluster in the world of h

0:15:48.000 --> 0:15:52.200
<v Speaker 4>one hundreds in Vidia's latest chip and that's a huge advantage.

0:15:52.320 --> 0:15:52.640
<v Speaker 3>Okay.

0:15:52.880 --> 0:15:55.240
<v Speaker 5>And one of the things, because I was listening to

0:15:55.280 --> 0:15:57.600
<v Speaker 5>your conversation with Sam, and you know, it's obviously an

0:15:57.640 --> 0:15:59.800
<v Speaker 5>awkward question when you ask him, is like, well, should

0:15:59.800 --> 0:16:02.440
<v Speaker 5>we trust you? Because it's like, yes, trust me. It's like, well,

0:16:02.440 --> 0:16:03.360
<v Speaker 5>that's weird because if.

0:16:03.240 --> 0:16:05.720
<v Speaker 3>Someone says no, you shouldn't.

0:16:05.480 --> 0:16:08.120
<v Speaker 5>Someone says yes, trust me, You're like, well wait a minute,

0:16:08.440 --> 0:16:10.560
<v Speaker 5>but look, I uh, the Open Eye people are really

0:16:10.600 --> 0:16:12.280
<v Speaker 5>great people. I think it's it's governed by a five

0:16:12.320 --> 0:16:14.480
<v Speaker 5>to one C three. There's frequently a bunch of fud

0:16:14.920 --> 0:16:19.160
<v Speaker 5>social media stuff that that that that that that kind

0:16:19.160 --> 0:16:23.440
<v Speaker 5>of obscures that I you know, spent a number of

0:16:23.480 --> 0:16:26.160
<v Speaker 5>years on the board and in the team. I still

0:16:26.160 --> 0:16:30.040
<v Speaker 5>work with them and help them. They are fully paying

0:16:30.080 --> 0:16:33.000
<v Speaker 5>attention to every serious question. I mean, like, for example,

0:16:33.080 --> 0:16:35.480
<v Speaker 5>there Sam went and spent a month. It's crazy, You're

0:16:35.480 --> 0:16:38.200
<v Speaker 5>doing a startup. It spent a month doing a world tour.

0:16:38.040 --> 0:16:38.560
<v Speaker 3>Talking to people.

0:16:38.600 --> 0:16:40.480
<v Speaker 5>Say look, I'm here, you can talk to me about

0:16:40.520 --> 0:16:42.640
<v Speaker 5>your concerns. I want to make sure it's good for humanity.

0:16:42.720 --> 0:16:45.320
<v Speaker 5>I don't just care about this kind of US San

0:16:45.360 --> 0:16:46.320
<v Speaker 5>Francisco text scene.

0:16:46.360 --> 0:16:48.080
<v Speaker 3>I care about what it's impact on humanity is.

0:16:48.360 --> 0:16:50.360
<v Speaker 5>And so I have come here to talk to you,

0:16:50.440 --> 0:16:52.040
<v Speaker 5>So that kind of like.

0:16:52.040 --> 0:16:53.120
<v Speaker 3>I'm engaging conversation.

0:16:53.280 --> 0:16:56.040
<v Speaker 5>I care about this is the kind of reason in

0:16:56.040 --> 0:16:58.680
<v Speaker 5>addition to a five ones three emission structure and everything else.

0:16:58.880 --> 0:17:01.240
<v Speaker 3>And so no, I'm I'm delighted with Hope.

0:17:01.280 --> 0:17:02.840
<v Speaker 6>I don't see how he's getting any work done with

0:17:02.880 --> 0:17:07.360
<v Speaker 6>all this, But I want to change gears quickly. We're

0:17:07.359 --> 0:17:09.240
<v Speaker 6>going to throw some Twitter polls up on the screen

0:17:09.359 --> 0:17:13.000
<v Speaker 6>today and we asked Twitter users where the greatest advancements

0:17:13.080 --> 0:17:14.240
<v Speaker 6>in AI would come from.

0:17:14.280 --> 0:17:16.320
<v Speaker 3>We'll see the results, But I want to ask.

0:17:16.200 --> 0:17:19.800
<v Speaker 6>About maybe retarting with you are the US China policy

0:17:20.040 --> 0:17:24.399
<v Speaker 6>of divestment is, can we reasonably hope that you know,

0:17:24.520 --> 0:17:28.960
<v Speaker 6>doing that will maybe prolong America's advantage in AI?

0:17:29.160 --> 0:17:32.520
<v Speaker 5>Is it a smart strategy? I don't think divestment is

0:17:32.560 --> 0:17:35.720
<v Speaker 5>a smart strategy. I think staying connected is better for

0:17:35.920 --> 0:17:39.920
<v Speaker 5>both the US and China and the world. I think

0:17:40.280 --> 0:17:41.760
<v Speaker 5>competition is very good.

0:17:41.880 --> 0:17:44.840
<v Speaker 3>I think the fact that there's various ways that we

0:17:45.760 --> 0:17:46.040
<v Speaker 3>in the.

0:17:46.040 --> 0:17:48.679
<v Speaker 5>US and the West Coast have a AI lead, I

0:17:48.680 --> 0:17:50.719
<v Speaker 5>think that's a great thing for kind of the values,

0:17:50.760 --> 0:17:53.520
<v Speaker 5>the ecosystem and the kind of the great world order

0:17:53.560 --> 0:17:55.399
<v Speaker 5>that the US should be very proud of in the

0:17:55.480 --> 0:17:57.720
<v Speaker 5>last seventy years. Like, there's lots of things to be

0:17:57.720 --> 0:18:02.200
<v Speaker 5>critical of two, of course, but as a really peaceful time,

0:18:02.359 --> 0:18:04.520
<v Speaker 5>trying to make it business and interconnection is a really

0:18:04.560 --> 0:18:08.000
<v Speaker 5>good thing. And I'm a very strong believer and proponent

0:18:08.040 --> 0:18:11.160
<v Speaker 5>of that. But I think investments not the.

0:18:11.200 --> 0:18:12.879
<v Speaker 6>Ends half of You write in the book that China

0:18:12.920 --> 0:18:16.000
<v Speaker 6>has an explicit national strategy to be the AI leader

0:18:16.040 --> 0:18:16.800
<v Speaker 6>by twenty thirty.

0:18:16.840 --> 0:18:21.000
<v Speaker 3>So do you agree with read that withdrawal divestment as

0:18:21.040 --> 0:18:21.920
<v Speaker 3>a smart strategy.

0:18:22.040 --> 0:18:24.600
<v Speaker 4>I mean, China is already ahead of its own schedule.

0:18:24.720 --> 0:18:28.560
<v Speaker 4>I mean it's publishing significantly more papers on AI than

0:18:28.680 --> 0:18:31.359
<v Speaker 4>we are collectively in the rest of the world. So

0:18:31.760 --> 0:18:35.600
<v Speaker 4>you know, I do think that our export controls were

0:18:35.640 --> 0:18:39.080
<v Speaker 4>effectively a declaration of economic war on China. They were

0:18:39.200 --> 0:18:42.240
<v Speaker 4>very firm and very aggressive and I think it sets

0:18:42.320 --> 0:18:45.199
<v Speaker 4>us out on a hyper adversarial footing. They have a

0:18:45.280 --> 0:18:48.160
<v Speaker 4>huge number of leavers too, and we should expect them

0:18:48.200 --> 0:18:50.360
<v Speaker 4>to use them against us pretty soon, unfortunately.

0:18:50.800 --> 0:18:53.240
<v Speaker 7>So we talked a lot about regulation with Sam, and

0:18:53.280 --> 0:18:56.760
<v Speaker 7>obviously President Biden was just in town here this week

0:18:56.840 --> 0:19:00.640
<v Speaker 7>talking about AI. He met with you know, the President

0:19:00.680 --> 0:19:06.840
<v Speaker 7>and Sindar and Satya in DC. What is the prospect

0:19:06.920 --> 0:19:12.840
<v Speaker 7>for real government oversight that protects users, protects the economy

0:19:14.040 --> 0:19:15.280
<v Speaker 7>and our political process.

0:19:15.840 --> 0:19:18.159
<v Speaker 5>So, look, I think the good news is that the

0:19:18.240 --> 0:19:22.040
<v Speaker 5>administration is taking a very Let's learn how to be

0:19:22.080 --> 0:19:25.280
<v Speaker 5>smart about this. Let's assemble a set of thoughtful people

0:19:25.320 --> 0:19:30.919
<v Speaker 5>from industry yesterday, assembling a thoughtful people from outside of industry, academia,

0:19:30.920 --> 0:19:31.640
<v Speaker 5>other kinds of places.

0:19:31.720 --> 0:19:33.080
<v Speaker 3>We're doing it, and let's learn about it.

0:19:33.359 --> 0:19:37.000
<v Speaker 5>I think they have a number of good people tasked

0:19:37.040 --> 0:19:41.639
<v Speaker 5>with this, and so I'm optimistic in that. But on

0:19:41.680 --> 0:19:43.320
<v Speaker 5>the other hand, of course, a little bit like your

0:19:43.359 --> 0:19:47.200
<v Speaker 5>interview with Say, I'm you know, regulatory things is something

0:19:47.240 --> 0:19:49.399
<v Speaker 5>that's very easy to get wrong. So you need to

0:19:49.400 --> 0:19:51.560
<v Speaker 5>be cautious about how you do it. You want it

0:19:51.600 --> 0:19:55.159
<v Speaker 5>to be having that positive impact, not for example, regulatory

0:19:55.160 --> 0:19:56.840
<v Speaker 5>capture and not a bunch of other things, and so

0:19:56.840 --> 0:19:59.000
<v Speaker 5>I think you have to be careful about how you do.

0:19:59.119 --> 0:20:02.600
<v Speaker 4>I think it's adding that this time last year, almost

0:20:02.640 --> 0:20:06.200
<v Speaker 4>no world leaders were talking about AI. I mean, I

0:20:06.240 --> 0:20:08.760
<v Speaker 4>don't think there has ever been a technology trajectory in

0:20:08.880 --> 0:20:14.040
<v Speaker 4>history that has gone from zero recognition to almost universal recognition.

0:20:14.359 --> 0:20:15.119
<v Speaker 3>And that's a good thing.

0:20:15.160 --> 0:20:17.320
<v Speaker 4>And I think it's in part because sort of we

0:20:17.440 --> 0:20:20.199
<v Speaker 4>collectively in industry have been trying to advocate and say, like,

0:20:20.240 --> 0:20:22.720
<v Speaker 4>this is really serious, we should pay attention and invite

0:20:22.760 --> 0:20:26.560
<v Speaker 4>the conversation wherever it ends up with respect to regulating

0:20:26.600 --> 0:20:28.720
<v Speaker 4>existential risk or more near term threats.

0:20:29.000 --> 0:20:31.040
<v Speaker 6>Okay, I think we have to leave it there and

0:20:31.359 --> 0:20:33.800
<v Speaker 6>Shaper really thank you guys for joining us.

0:20:33.800 --> 0:20:37.760
<v Speaker 5>Great to see you guys, Thanks a lot, great to see.

0:20:39.520 --> 0:20:43.280
<v Speaker 2>Greylock Partners, Reid Hoffman, the STAFFA Sillyman, the co founder

0:20:43.320 --> 0:20:47.120
<v Speaker 2>and CEO of Inflection AI. They're here at the Bloomberg

0:20:47.160 --> 0:20:50.520
<v Speaker 2>Technology Something in San Francisco, Caroline so much to recap.

0:20:50.800 --> 0:20:53.040
<v Speaker 2>What they kind of had in common was the idea

0:20:53.080 --> 0:20:57.359
<v Speaker 2>that AIS a technology amplifies or reflects the user, and

0:20:57.480 --> 0:20:59.679
<v Speaker 2>in society there are good people and they are a

0:20:59.680 --> 0:21:03.119
<v Speaker 2>bad people, but they you know, they weren't tempted to

0:21:03.240 --> 0:21:06.920
<v Speaker 2>give kind of the doomsday scenario that perhaps Outman gave

0:21:07.000 --> 0:21:07.479
<v Speaker 2>us earlier.

0:21:07.680 --> 0:21:10.639
<v Speaker 1>And also the EQ versus IQ. This is obviously the

0:21:10.680 --> 0:21:14.400
<v Speaker 1>differentiating factor for PIE what they're currently working on and inflection,

0:21:14.800 --> 0:21:16.840
<v Speaker 1>but notable that they don't feel that there's just one

0:21:16.920 --> 0:21:19.919
<v Speaker 1>chatbot to rule us all that chatchipt isn't going to

0:21:19.960 --> 0:21:22.840
<v Speaker 1>be the steadfast and only use case. And already we're

0:21:22.840 --> 0:21:25.440
<v Speaker 1>discussing that it feels like chatchapbet is sort of sucktible

0:21:25.480 --> 0:21:26.040
<v Speaker 1>the oxygen.

0:21:26.119 --> 0:21:27.159
<v Speaker 8>But we know there's barred.

0:21:27.160 --> 0:21:30.240
<v Speaker 1>We know that there's obviously all these other more focused,

0:21:30.240 --> 0:21:34.359
<v Speaker 1>specific AI chatbots being developed, and some with perhaps more

0:21:34.400 --> 0:21:35.200
<v Speaker 1>emotion than others.

0:21:35.280 --> 0:21:38.760
<v Speaker 2>In Yeah, and Masafa Silliman describing AI development as a

0:21:38.800 --> 0:21:42.960
<v Speaker 2>meritocracy was interesting. Let's get back to the Bloomberg Technology

0:21:43.000 --> 0:21:46.680
<v Speaker 2>Summit where Bloomberg's Bradstone is on stage with the Amazon

0:21:46.680 --> 0:21:49.680
<v Speaker 2>Web Services AWS CEO Adam Selipsky.

0:21:49.960 --> 0:21:53.399
<v Speaker 9>Well, I mean, as you implied, today, we are by

0:21:53.800 --> 0:21:57.159
<v Speaker 9>far the most broadly adopted cloud in the world, with

0:21:57.520 --> 0:22:02.120
<v Speaker 9>the broadest set of capabilities, and I think that generative

0:22:02.160 --> 0:22:06.520
<v Speaker 9>AI is both incredibly explosive and transformative set of technologies

0:22:06.840 --> 0:22:09.960
<v Speaker 9>in of itself, and it's fully dependent on the.

0:22:09.960 --> 0:22:11.160
<v Speaker 8>Cloud to be successful.

0:22:11.520 --> 0:22:14.720
<v Speaker 9>So if you look at the massive amount of compute

0:22:14.840 --> 0:22:18.040
<v Speaker 9>that's required, never mind any other IT related stuff, but

0:22:18.480 --> 0:22:21.480
<v Speaker 9>just the massive amount of compute required that's going to

0:22:21.560 --> 0:22:25.239
<v Speaker 9>happen really predominantly in the cloud, and companies are going

0:22:25.280 --> 0:22:27.719
<v Speaker 9>to want to view gener AI as part of an

0:22:27.920 --> 0:22:31.520
<v Speaker 9>entire data strategy and data platform. And you're going to

0:22:31.560 --> 0:22:34.400
<v Speaker 9>want to do your generative AI you know where you've

0:22:34.400 --> 0:22:36.800
<v Speaker 9>got your data. And you're also going to want the

0:22:36.840 --> 0:22:42.280
<v Speaker 9>same bulletproof enterprise security privacy that you expect from any

0:22:42.320 --> 0:22:46.639
<v Speaker 9>other cloud service. And because so many customers it's certainly

0:22:46.640 --> 0:22:49.919
<v Speaker 9>more than on any other cloud, have that data on AWS,

0:22:50.000 --> 0:22:53.760
<v Speaker 9>use aabus for security and operational excellence. I think that

0:22:53.800 --> 0:22:59.840
<v Speaker 9>they are going to justifiably demand that AWS have a full, powerful,

0:23:00.040 --> 0:23:01.720
<v Speaker 9>a suite of generative AI services.

0:23:01.720 --> 0:23:06.159
<v Speaker 6>Okay, but do you need a popular LM or an

0:23:06.200 --> 0:23:10.399
<v Speaker 6>exclusive partner running on AWS as it does seem like

0:23:10.480 --> 0:23:12.920
<v Speaker 6>microsoftening Google have. I mean, I guess I'm asking who's

0:23:12.960 --> 0:23:14.240
<v Speaker 6>your horse in the race right now?

0:23:14.400 --> 0:23:17.800
<v Speaker 9>Right Well, I think, with all due respect, I think

0:23:17.840 --> 0:23:21.520
<v Speaker 9>that's the wrong question. It'd be like in nineteen ninety seven,

0:23:21.960 --> 0:23:24.360
<v Speaker 9>when the Internet's happening and everything's kind of going nuts

0:23:24.359 --> 0:23:26.480
<v Speaker 9>around us. You and I sitting around saying who's the

0:23:26.520 --> 0:23:29.359
<v Speaker 9>internet company going to be? It kind of seems like

0:23:29.400 --> 0:23:31.359
<v Speaker 9>a silly question, right, And by the way, the leading

0:23:31.400 --> 0:23:34.240
<v Speaker 9>search company then was Alta Vista, and I guarantee you

0:23:34.240 --> 0:23:35.320
<v Speaker 9>my kids in their great I.

0:23:35.359 --> 0:23:36.359
<v Speaker 8>Love it of Alta Vista.

0:23:36.760 --> 0:23:40.119
<v Speaker 9>So it's not okay you're in a We're who's ahead,

0:23:40.119 --> 0:23:42.880
<v Speaker 9>which runners ahead in the race after three steps because

0:23:42.880 --> 0:23:46.119
<v Speaker 9>it's a ten k race. You know, what everybody needs

0:23:46.160 --> 0:23:50.159
<v Speaker 9>now is is experimentation. They need choice, They need democratization

0:23:50.720 --> 0:23:53.960
<v Speaker 9>of generative AI. And just like AWS was founded to

0:23:54.000 --> 0:23:58.800
<v Speaker 9>democratize it, we aim to democratize generative AI. So we're

0:23:58.840 --> 0:24:02.760
<v Speaker 9>operating at all layers of stack we have. We've had

0:24:02.760 --> 0:24:06.000
<v Speaker 9>our own custom chip program for a decade now, way

0:24:06.040 --> 0:24:08.879
<v Speaker 9>longer than anybody else, and we have not one, but

0:24:09.000 --> 0:24:14.000
<v Speaker 9>two families of chips custom designed for machine learning training

0:24:14.160 --> 0:24:17.520
<v Speaker 9>for training and inferential for running inference and then and

0:24:17.520 --> 0:24:18.960
<v Speaker 9>so those are for people who are going.

0:24:18.880 --> 0:24:20.360
<v Speaker 8>To build models, train models.

0:24:21.200 --> 0:24:24.000
<v Speaker 9>Then most of our customers will interact with Amazon Bedrock,

0:24:24.440 --> 0:24:31.200
<v Speaker 9>which is a managed service for accessing deploying managing models,

0:24:31.520 --> 0:24:34.239
<v Speaker 9>and here's where the choice comes in. So we are

0:24:34.280 --> 0:24:36.480
<v Speaker 9>going to have our own models, our own lllms. So

0:24:37.359 --> 0:24:41.840
<v Speaker 9>Amazon models lms have been running introduction inside of Amazon

0:24:41.880 --> 0:24:44.600
<v Speaker 9>for a long time now. Parts of our retail search

0:24:44.640 --> 0:24:47.800
<v Speaker 9>are powered by llms. A lot of Alexa's voice responses

0:24:48.119 --> 0:24:50.719
<v Speaker 9>are lll em powered, and we're taking right now, we're

0:24:50.760 --> 0:24:53.840
<v Speaker 9>in the process of taking those lllms. We're making them bigger,

0:24:53.920 --> 0:24:56.600
<v Speaker 9>we're externalizing them, and later this year those will be

0:24:56.920 --> 0:24:58.280
<v Speaker 9>exposed for everybody to use.

0:24:58.320 --> 0:25:00.440
<v Speaker 8>A Titan broke exactly.

0:25:00.480 --> 0:25:03.040
<v Speaker 9>Well, let me ask you so, mate, But that's just

0:25:03.160 --> 0:25:05.000
<v Speaker 9>one model, one set of models.

0:25:05.040 --> 0:25:05.640
<v Speaker 8>I should say.

0:25:05.760 --> 0:25:10.359
<v Speaker 9>We're also exposing anthropic inside of Bedrock Stability AI AI

0:25:10.440 --> 0:25:13.400
<v Speaker 9>twenty one, and I think a lot of others over time,

0:25:13.520 --> 0:25:18.000
<v Speaker 9>because nobody knows. Anybody who knows which model is going

0:25:18.080 --> 0:25:20.600
<v Speaker 9>to be the winner is asking the wrong question. People

0:25:20.680 --> 0:25:22.760
<v Speaker 9>need to experiment, and we want to provide that choice.

0:25:22.800 --> 0:25:24.680
<v Speaker 3>Okay, so pretend you're talking to a customer.

0:25:24.680 --> 0:25:28.040
<v Speaker 6>Now make the argument, why should they use Titan or

0:25:28.040 --> 0:25:33.040
<v Speaker 6>one of these other lfs you're exposing rather than GPT four,

0:25:33.080 --> 0:25:36.119
<v Speaker 6>which now does seem to have a significant.

0:25:35.680 --> 0:25:39.200
<v Speaker 9>Leadership position well, I don't know which model they should

0:25:39.280 --> 0:25:42.560
<v Speaker 9>depends who they are, and it depends what their application is.

0:25:42.720 --> 0:25:45.400
<v Speaker 9>And some of them probably will want to use GPT,

0:25:45.920 --> 0:25:47.439
<v Speaker 9>and some of them will want to use Titan, and

0:25:47.480 --> 0:25:50.359
<v Speaker 9>some of them will want to use Anthropic. And I

0:25:50.359 --> 0:25:55.199
<v Speaker 9>think it's preposterous to me to think that one model

0:25:55.240 --> 0:25:58.119
<v Speaker 9>or one company is going to be the solution for

0:25:58.200 --> 0:26:01.399
<v Speaker 9>every application and every company up there. So we're already

0:26:01.400 --> 0:26:04.399
<v Speaker 9>seeing this heterogeneity. So we're seeing an explosion of interest

0:26:04.440 --> 0:26:09.679
<v Speaker 9>in Bedrock and Amazon's genitive AI capabilities. Just this morning, Omnicom,

0:26:09.960 --> 0:26:12.840
<v Speaker 9>one of the largest advertising communications firms in the world,

0:26:13.160 --> 0:26:17.320
<v Speaker 9>announced they're working with the AWS using Bedrock as well

0:26:17.359 --> 0:26:23.159
<v Speaker 9>as our custom chips inside of our compute capacity to

0:26:23.640 --> 0:26:26.879
<v Speaker 9>do generative AI going forward. Earlier this week, BBVA, one

0:26:26.880 --> 0:26:29.560
<v Speaker 9>of the largest financial services firms in the world, announced

0:26:29.560 --> 0:26:32.159
<v Speaker 9>they're working with Amazon on jenera of AI, you know,

0:26:32.240 --> 0:26:36.200
<v Speaker 9>with Bedrock. And it's that choice combined with the enterprise

0:26:36.240 --> 0:26:39.240
<v Speaker 9>security and privacy, which I think are so fundamental.

0:26:39.440 --> 0:26:42.760
<v Speaker 6>I can humbly admit, as a journalists covering tech for

0:26:43.280 --> 0:26:46.720
<v Speaker 6>way too long that in the fall I was surprised

0:26:46.760 --> 0:26:50.600
<v Speaker 6>by not only the quality of check GBT but the

0:26:50.640 --> 0:26:55.800
<v Speaker 6>customer response to this new wave of technology, were you surprised?

0:26:56.440 --> 0:26:57.440
<v Speaker 8>Well, I think that.

0:26:58.080 --> 0:27:01.600
<v Speaker 9>I mean, folks working in the area and AI have

0:27:01.720 --> 0:27:04.440
<v Speaker 9>known about large language models for a long time, and

0:27:04.920 --> 0:27:08.040
<v Speaker 9>very few companies have more experience with AI than Amazon.

0:27:08.119 --> 0:27:11.280
<v Speaker 9>I mean, nineteen ninety eight personalization on the Amazon website

0:27:11.440 --> 0:27:12.000
<v Speaker 9>that was AI.

0:27:12.119 --> 0:27:13.320
<v Speaker 8>Okay, still hold AI.

0:27:14.119 --> 0:27:17.040
<v Speaker 9>Sage Maker twenty seventeen not used by over one hundred

0:27:17.119 --> 0:27:21.240
<v Speaker 9>thousand AWS customers. Most machine learning in the cloud, any cloud,

0:27:21.600 --> 0:27:24.240
<v Speaker 9>happens on stage Maker, so we have a lot of

0:27:24.280 --> 0:27:26.480
<v Speaker 9>experience with a lot of people working on llms. I

0:27:26.480 --> 0:27:28.880
<v Speaker 9>think the whole world was surprised that when three point

0:27:28.960 --> 0:27:32.400
<v Speaker 9>five came out, it was such a dramatic improvement and responses.

0:27:32.520 --> 0:27:35.359
<v Speaker 9>Not perfect by any means, but a dramatic improvement and

0:27:35.440 --> 0:27:38.159
<v Speaker 9>responses over three point zero. So I think that was

0:27:38.160 --> 0:27:40.840
<v Speaker 9>the surprise, but not the overall arc.

0:27:41.000 --> 0:27:41.600
<v Speaker 3>But the.

0:27:43.920 --> 0:27:46.439
<v Speaker 9>Good news for our customers is that you know, we

0:27:46.440 --> 0:27:49.439
<v Speaker 9>have deep, deep expertise and Ai've been working on different

0:27:49.440 --> 0:27:51.760
<v Speaker 9>forms of it for a long time and are now

0:27:52.560 --> 0:27:55.920
<v Speaker 9>pouring enormous resources into the generative part of it.

0:27:56.119 --> 0:27:58.600
<v Speaker 6>Okay, I'll give this up after this, I promise, But

0:27:59.440 --> 0:28:01.720
<v Speaker 6>would you can see that Amazon's playing a little bit

0:28:01.760 --> 0:28:02.840
<v Speaker 6>from behind right now.

0:28:03.359 --> 0:28:06.440
<v Speaker 9>No, I really don't think so. I mean again, it's

0:28:06.480 --> 0:28:09.040
<v Speaker 9>the race analogy. If like, are we really going to

0:28:09.040 --> 0:28:12.000
<v Speaker 9>have a conversation about three steps into a ten k raise?

0:28:12.040 --> 0:28:14.479
<v Speaker 9>You know who's in what position. It's about the long term.

0:28:14.640 --> 0:28:17.320
<v Speaker 9>Amazon has always taken a much more long term view

0:28:17.320 --> 0:28:20.359
<v Speaker 9>of the world than almost any other company we're I

0:28:20.359 --> 0:28:22.440
<v Speaker 9>think the key is we're building in multiple layers of

0:28:22.480 --> 0:28:25.080
<v Speaker 9>the stack because we understand that's what customers need. We're

0:28:25.080 --> 0:28:28.240
<v Speaker 9>also building applications on top of these models. So we've

0:28:28.240 --> 0:28:31.880
<v Speaker 9>released code Whisperer, which is a coding companion on top

0:28:31.920 --> 0:28:35.159
<v Speaker 9>of the Amazon LLLMS, and that's a you know, you

0:28:35.200 --> 0:28:38.560
<v Speaker 9>type in words, it gives you back code in internal

0:28:38.640 --> 0:28:42.920
<v Speaker 9>tests kind of coding challenges. Developers finish their task on

0:28:42.960 --> 0:28:46.000
<v Speaker 9>average fifty seven percent faster than those not.

0:28:46.040 --> 0:28:47.080
<v Speaker 8>Using code Whisperer.

0:28:47.320 --> 0:28:51.000
<v Speaker 9>Plus, it's very secure, private tells you what open source

0:28:51.040 --> 0:28:53.640
<v Speaker 9>you're using and what licensing restrictions there might be on it,

0:28:53.680 --> 0:28:56.400
<v Speaker 9>which not every other solution out there does. So I

0:28:56.440 --> 0:28:58.880
<v Speaker 9>think we're very confident. If you look at the thing

0:28:58.880 --> 0:29:00.800
<v Speaker 9>which the only thing which ought to give us confidence,

0:29:00.840 --> 0:29:05.560
<v Speaker 9>This customer response. I mentioned Omnicom, I mentioned BBVA. This week,

0:29:05.880 --> 0:29:08.360
<v Speaker 9>Old Mutual, which is one of the largest financial services

0:29:08.360 --> 0:29:11.440
<v Speaker 9>companies in Africa, is going all in on AWS and

0:29:11.560 --> 0:29:16.280
<v Speaker 9>using US for generative AI and really exciting developments to come.

0:29:16.320 --> 0:29:19.840
<v Speaker 9>We're talking to one company who has millions of lines

0:29:20.080 --> 0:29:24.480
<v Speaker 9>of mainframe code and they're talking to us about, you know,

0:29:24.600 --> 0:29:28.800
<v Speaker 9>moving over these really gnarly mainframe applications and millions of

0:29:28.800 --> 0:29:33.360
<v Speaker 9>lines of code using generative AI from from from from AWS.

0:29:33.480 --> 0:29:36.160
<v Speaker 9>So I think, you know it's it's the this this

0:29:36.240 --> 0:29:39.360
<v Speaker 9>consumer application, this chat application, which is so easy for

0:29:39.400 --> 0:29:41.880
<v Speaker 9>folks to understand because they can say, give me a

0:29:41.960 --> 0:29:45.800
<v Speaker 9>hikup about you know, farm machinery and does it.

0:29:45.960 --> 0:29:47.280
<v Speaker 3>That's keol hai cod.

0:29:47.920 --> 0:29:48.480
<v Speaker 8>It's cool.

0:29:48.800 --> 0:29:51.560
<v Speaker 9>But uh, you know what I think folks in this

0:29:51.680 --> 0:29:54.360
<v Speaker 9>room and watching online understand is that there is a

0:29:54.480 --> 0:29:59.680
<v Speaker 9>full suite of enterprise and company and organizational applications and

0:29:59.720 --> 0:30:02.840
<v Speaker 9>there's going to be huge needs there. And so you know,

0:30:02.840 --> 0:30:06.760
<v Speaker 9>we're going to be focused on customer service and on coding,

0:30:07.200 --> 0:30:11.600
<v Speaker 9>and on drug discovery and on wealth management, providing better

0:30:11.640 --> 0:30:15.000
<v Speaker 9>solutions for customers and a full suite of applications across

0:30:15.000 --> 0:30:17.640
<v Speaker 9>every industry. And I think we're very well positioned there and.

0:30:17.720 --> 0:30:20.320
<v Speaker 6>You feel like you have or are close to having

0:30:20.920 --> 0:30:24.280
<v Speaker 6>a GPT four quality.

0:30:24.000 --> 0:30:25.400
<v Speaker 3>Model running on AWS.

0:30:26.200 --> 0:30:28.440
<v Speaker 9>All of the tests that we've done, as well as

0:30:28.480 --> 0:30:30.760
<v Speaker 9>more and more customers who are in who are in

0:30:30.800 --> 0:30:36.400
<v Speaker 9>the existing current preview of Bedrock, have been very impressed

0:30:36.440 --> 0:30:39.560
<v Speaker 9>with the quality of our models. And of course, again

0:30:39.600 --> 0:30:41.680
<v Speaker 9>it's not just about our models. We're going to be

0:30:41.680 --> 0:30:44.440
<v Speaker 9>proud of our models, I predict, but Anthropic does an

0:30:44.480 --> 0:30:46.640
<v Speaker 9>amazing job and they're you know, right up there in

0:30:46.760 --> 0:30:47.640
<v Speaker 9>quality with any.

0:30:47.480 --> 0:30:48.200
<v Speaker 8>Model in the world.

0:30:48.520 --> 0:30:52.680
<v Speaker 9>Stability AI big leader for generating for models, generating images,

0:30:52.760 --> 0:30:57.160
<v Speaker 9>so collectively, I think these models will provide absolutely the

0:30:57.200 --> 0:31:01.960
<v Speaker 9>best destination, all with a consistent aid PI set, consistent

0:31:02.000 --> 0:31:06.560
<v Speaker 9>AWS security, consistent identity system, all in a private, isolated,

0:31:06.640 --> 0:31:09.800
<v Speaker 9>virtual private cloud, none of this. Hey, here's an application,

0:31:09.920 --> 0:31:12.080
<v Speaker 9>and now you have to have a bunch of fortune

0:31:12.120 --> 0:31:15.320
<v Speaker 9>five hundred CIOs a ban from their companies, which is

0:31:15.360 --> 0:31:18.760
<v Speaker 9>what's happened. You know, from day one it's always going

0:31:18.800 --> 0:31:20.360
<v Speaker 9>to be AWS class security.

0:31:21.320 --> 0:31:23.720
<v Speaker 6>Okay, I want to put a slide up showing a

0:31:23.760 --> 0:31:30.440
<v Speaker 6>Bloomberg Intelligence estimate on projected generative AI revenues over.

0:31:30.280 --> 0:31:32.760
<v Speaker 3>The next, I think it's maybe.

0:31:32.320 --> 0:31:35.520
<v Speaker 6>Ten, yeah, five years, I'm not saying, and who knows

0:31:35.600 --> 0:31:37.560
<v Speaker 6>what you know about the numbers that far out, but

0:31:37.560 --> 0:31:39.880
<v Speaker 6>it's up into the right and I just I can

0:31:39.960 --> 0:31:42.560
<v Speaker 6>imagine a lot of financial types who are out there,

0:31:42.880 --> 0:31:45.280
<v Speaker 6>you know, looking at Amazon's numbers and wondering how much

0:31:45.320 --> 0:31:49.000
<v Speaker 6>of a sales tailwind this will be for AWS. So

0:31:49.040 --> 0:31:51.600
<v Speaker 6>what can you tell us about you know, you mentioned

0:31:51.640 --> 0:31:55.760
<v Speaker 6>it's so computationally intensive, what you see the impact being

0:31:55.760 --> 0:31:56.760
<v Speaker 6>for AWS?

0:31:57.320 --> 0:32:00.920
<v Speaker 9>Well, it's it's really early, so you know, I prognostication

0:32:01.120 --> 0:32:03.120
<v Speaker 9>is fun and probably important at the end of the day,

0:32:03.160 --> 0:32:05.120
<v Speaker 9>but I think it's also important to be humble and

0:32:05.160 --> 0:32:10.040
<v Speaker 9>to be nimble anything ending in ill and to understand

0:32:10.040 --> 0:32:12.560
<v Speaker 9>that we're going to have to all adjust rapidly. But

0:32:12.800 --> 0:32:16.120
<v Speaker 9>that being said, I think that well, look, I don't

0:32:16.120 --> 0:32:18.840
<v Speaker 9>think any of the fundamentals about cloud computing have change,

0:32:18.920 --> 0:32:22.240
<v Speaker 9>and probably who knows, call a ten percent of it

0:32:22.800 --> 0:32:25.719
<v Speaker 9>has moved to the cloud. So we're still very very early,

0:32:26.120 --> 0:32:30.440
<v Speaker 9>and whether you're talking about any application, there's still you know,

0:32:30.800 --> 0:32:33.320
<v Speaker 9>massive runway for things to move to the cloud, and

0:32:33.840 --> 0:32:36.840
<v Speaker 9>we firmly believe that they will. On top of that,

0:32:37.040 --> 0:32:39.840
<v Speaker 9>I think that generative AI is going to be, you know,

0:32:40.040 --> 0:32:43.960
<v Speaker 9>the next massive increase in workloads you know, moving to

0:32:44.000 --> 0:32:47.080
<v Speaker 9>the cloud or in many cases happening for the first

0:32:47.080 --> 0:32:49.640
<v Speaker 9>time and happening in the cloud. And so I do

0:32:49.680 --> 0:32:53.160
<v Speaker 9>think that it should be a significant tailwind for cloud

0:32:53.200 --> 0:32:58.080
<v Speaker 9>providers and particularly for AWS, given our leadership position. Obviously

0:32:58.160 --> 0:33:01.280
<v Speaker 9>we need to come out with the capability the services

0:33:01.320 --> 0:33:05.200
<v Speaker 9>that you know, justify people using us for the purpose.

0:33:05.280 --> 0:33:07.720
<v Speaker 9>But I think if we you know, if we do

0:33:07.760 --> 0:33:09.960
<v Speaker 9>a good job of listening to customers, it should provide

0:33:10.000 --> 0:33:13.520
<v Speaker 9>significant demand for years to come. I mean, the computational

0:33:13.520 --> 0:33:17.680
<v Speaker 9>requirements are so intense. And one thing which also I

0:33:17.720 --> 0:33:21.320
<v Speaker 9>think works in favor of AWS is that a lot

0:33:21.320 --> 0:33:23.640
<v Speaker 9>of people asking about, hey, what about the energy consumption?

0:33:23.760 --> 0:33:25.080
<v Speaker 9>You know, what about sustainability?

0:33:25.200 --> 0:33:26.800
<v Speaker 3>You run those efforts inside Amazon.

0:33:27.000 --> 0:33:29.400
<v Speaker 9>Yeah, I mean I also run sustainability. It's kind of

0:33:29.440 --> 0:33:31.840
<v Speaker 9>the other thing I do inside of Amazon, and we

0:33:31.880 --> 0:33:34.720
<v Speaker 9>as a company, and I personally care a lot about sustainability.

0:33:35.040 --> 0:33:37.120
<v Speaker 9>And people say, well, you know, is this generative AI

0:33:37.320 --> 0:33:38.400
<v Speaker 9>massive compute.

0:33:38.080 --> 0:33:39.080
<v Speaker 8>Is that incompatible?

0:33:39.160 --> 0:33:41.560
<v Speaker 9>Yeah, we're going back for sustainable Well no, we're not,

0:33:41.720 --> 0:33:45.280
<v Speaker 9>because number one of these workloads, you know, there's no

0:33:45.360 --> 0:33:47.680
<v Speaker 9>putting the genie back in the bottle. So generative AI

0:33:47.840 --> 0:33:50.240
<v Speaker 9>is going to happen, So let's make it happen in

0:33:50.280 --> 0:33:53.400
<v Speaker 9>a highly energy efficient and sustainable way. So if you

0:33:53.440 --> 0:33:59.120
<v Speaker 9>look at our custom chips that we design, if you

0:33:59.160 --> 0:34:02.000
<v Speaker 9>take Graviton for example, which is our oldest chip family,

0:34:02.760 --> 0:34:07.480
<v Speaker 9>Graviton is sixty percent more energy efficient than equivalent X

0:34:07.520 --> 0:34:11.520
<v Speaker 9>eighty six based compute capacity. And if you look at

0:34:11.640 --> 0:34:14.680
<v Speaker 9>an enterprise just in general, nevermind generative AI, just moving

0:34:14.680 --> 0:34:17.760
<v Speaker 9>from their own data centers to the cloud to AWS.

0:34:18.480 --> 0:34:22.359
<v Speaker 9>There was a study done showing that AWS is three

0:34:22.400 --> 0:34:25.800
<v Speaker 9>point six times more energy efficient than the average enterprise

0:34:26.320 --> 0:34:29.000
<v Speaker 9>data center in the United States. So you know, we

0:34:29.040 --> 0:34:31.760
<v Speaker 9>are the sustainable place. We're doing it through a whole

0:34:31.800 --> 0:34:36.080
<v Speaker 9>series of technological improvements plus a commitment which were eighty

0:34:36.080 --> 0:34:38.200
<v Speaker 9>five percent of the way. They're already to be one

0:34:38.239 --> 0:34:41.080
<v Speaker 9>hundred percent renewable energy by twenty twenty five, which is

0:34:41.200 --> 0:34:42.120
<v Speaker 9>just around the corner, right.

0:34:42.440 --> 0:34:46.480
<v Speaker 6>You guys had another commitment called Shipman zero, which was

0:34:47.880 --> 0:34:51.120
<v Speaker 6>a net carbon zero commitment by twenty thirty, which you guys,

0:34:51.480 --> 0:34:54.799
<v Speaker 6>I guess maybe scrapped or you took off the website. Yeah,

0:34:54.800 --> 0:34:57.080
<v Speaker 6>has a long time Amazon watcher, My heart just kind

0:34:57.120 --> 0:34:59.600
<v Speaker 6>of sank because you guys have been so prominent about

0:34:59.640 --> 0:35:02.600
<v Speaker 6>these goals. I guess the question is, like, have these

0:35:02.640 --> 0:35:07.000
<v Speaker 6>commitments become harder to meet than they were to make?

0:35:07.440 --> 0:35:09.480
<v Speaker 9>Well, I think your heart should be sinking at the

0:35:09.520 --> 0:35:13.400
<v Speaker 9>state of global warming state good line is, and we

0:35:13.400 --> 0:35:15.040
<v Speaker 9>should all be concerned about that, But I think your

0:35:15.080 --> 0:35:18.000
<v Speaker 9>heart should be singing at the leadership position that Amazon

0:35:18.080 --> 0:35:20.560
<v Speaker 9>is trying to establish, and at the improvements we're trying

0:35:20.600 --> 0:35:22.759
<v Speaker 9>to make, at the very public goals we've set.

0:35:22.800 --> 0:35:25.080
<v Speaker 3>Why don't you remove that particular commitment.

0:35:24.640 --> 0:35:28.200
<v Speaker 9>So well, because it's subsumed really in a much broader

0:35:28.239 --> 0:35:31.040
<v Speaker 9>Boulder commitment. We made a very public pledge to be

0:35:31.200 --> 0:35:34.760
<v Speaker 9>net zero carbon across all of Amazon, not just State WS,

0:35:34.880 --> 0:35:37.520
<v Speaker 9>all of Amazon by twenty forty, which is ten years

0:35:37.520 --> 0:35:41.320
<v Speaker 9>ahead of the Paris Accords. Now, for a technology company

0:35:41.360 --> 0:35:44.760
<v Speaker 9>like AWS, I won't say it's easy, but it's it's doable,

0:35:45.200 --> 0:35:47.640
<v Speaker 9>so you'll hear that from other tech companies. For a

0:35:47.640 --> 0:35:52.440
<v Speaker 9>big retailer with air freight and inbound transportation and stores

0:35:52.880 --> 0:35:56.239
<v Speaker 9>and packaging, it is actually really, really hard, and we

0:35:56.280 --> 0:35:58.080
<v Speaker 9>will be the first to say we don't know how

0:35:58.120 --> 0:36:00.239
<v Speaker 9>we're going to get there in all dimensions. I can

0:36:00.280 --> 0:36:02.320
<v Speaker 9>tell you how we're going to get their renewable energy.

0:36:02.640 --> 0:36:04.080
<v Speaker 9>I can't tell you how we're going to get there

0:36:04.080 --> 0:36:08.239
<v Speaker 9>in all elements of transportation and packaging and buildings. But

0:36:08.320 --> 0:36:11.120
<v Speaker 9>we're an innovative company. We take bold, long term bets,

0:36:11.520 --> 0:36:14.919
<v Speaker 9>and we made this pledge publicly, not privately, in order

0:36:14.960 --> 0:36:17.200
<v Speaker 9>to number one, you know, have a forcing function for

0:36:17.280 --> 0:36:20.120
<v Speaker 9>ourselves because it's not easy, and also because we want

0:36:20.160 --> 0:36:24.239
<v Speaker 9>to inspire other organizations, governments, companies to join us. We

0:36:24.280 --> 0:36:27.160
<v Speaker 9>have over four hundred signatories now of the Climate Pledge

0:36:27.280 --> 0:36:30.400
<v Speaker 9>that's growing every month. And it's not a competition against

0:36:30.480 --> 0:36:34.239
<v Speaker 9>other organizations. It's competition against the thermometer. And frankly, I

0:36:34.280 --> 0:36:36.640
<v Speaker 9>want other people to out innov us and out innovate us.

0:36:36.680 --> 0:36:39.320
<v Speaker 9>I want to be beaten, if you will, in the

0:36:40.600 --> 0:36:43.880
<v Speaker 9>race to become sustainable, and hopefully we can be inspired

0:36:43.920 --> 0:36:46.479
<v Speaker 9>by things that other people are doing. So of course

0:36:46.480 --> 0:36:48.239
<v Speaker 9>we adjust our goals over time, but the thing I

0:36:48.239 --> 0:36:50.640
<v Speaker 9>would focus on is just audacious goal to be nets

0:36:50.719 --> 0:36:51.720
<v Speaker 9>or a carbon by twenty.

0:36:51.520 --> 0:36:52.760
<v Speaker 3>Eight and have to line in the sand.

0:36:52.800 --> 0:36:56.239
<v Speaker 6>I mean, even as things like generative AI take more

0:36:56.239 --> 0:36:59.320
<v Speaker 6>and more computational resources. Even if you get more efficient

0:36:59.360 --> 0:37:03.960
<v Speaker 6>with compute, that's a commitment that you can hold firm on,

0:37:04.040 --> 0:37:05.080
<v Speaker 6>even if you don't know how you're going.

0:37:05.040 --> 0:37:05.480
<v Speaker 3>To get there.

0:37:05.880 --> 0:37:08.440
<v Speaker 9>We have made a public pledge we intend on getting there,

0:37:08.600 --> 0:37:11.319
<v Speaker 9>But there are lots of other areas of progress from

0:37:11.360 --> 0:37:13.200
<v Speaker 9>making in the interim. So, for example, if you take

0:37:13.239 --> 0:37:18.240
<v Speaker 9>packaging for the retail business, the average packaging per shipment

0:37:18.760 --> 0:37:22.839
<v Speaker 9>has decreased by thirty eight percent since twenty fifteen, so

0:37:23.080 --> 0:37:26.040
<v Speaker 9>which is another example of it can be sustainable and

0:37:26.080 --> 0:37:28.560
<v Speaker 9>good for our business. You know, it's lower cost for us,

0:37:28.840 --> 0:37:32.280
<v Speaker 9>and it's much more sustainable for the planet. And anytime

0:37:32.320 --> 0:37:34.759
<v Speaker 9>you create a win win like that, it just works

0:37:34.800 --> 0:37:38.279
<v Speaker 9>for everybody and becomes a really sustainable business proposition.

0:37:39.800 --> 0:37:41.680
<v Speaker 3>Let's get back to AI and let me ask.

0:37:41.600 --> 0:37:42.360
<v Speaker 8>You about Alexa.

0:37:42.440 --> 0:37:44.760
<v Speaker 6>I know it's slightly out of your purview, but Alexa

0:37:44.840 --> 0:37:45.880
<v Speaker 6>runs in your servers.

0:37:46.440 --> 0:37:50.279
<v Speaker 3>Can Alexa be a generitive AI play? Should it be?

0:37:51.560 --> 0:37:54.239
<v Speaker 9>Alexa's already, as I mentioned, are ready powered in large

0:37:54.280 --> 0:37:57.320
<v Speaker 9>part by lllms that Amazon built and been in production

0:37:57.440 --> 0:38:00.680
<v Speaker 9>for a while now, and I think that she's only

0:38:00.760 --> 0:38:04.720
<v Speaker 9>going to get smarter and better and more personalized as

0:38:05.000 --> 0:38:08.279
<v Speaker 9>the lll M technology expands and improved, it.

0:38:08.200 --> 0:38:10.319
<v Speaker 6>Feels to me as a long time user, and my

0:38:10.360 --> 0:38:13.200
<v Speaker 6>wife who's here knows I populated our house with them

0:38:13.200 --> 0:38:16.080
<v Speaker 6>at one point, but today it feels as the SERI

0:38:16.200 --> 0:38:17.760
<v Speaker 6>frankly a step behind.

0:38:17.880 --> 0:38:20.719
<v Speaker 3>Is that? Would you agree with that? No?

0:38:20.880 --> 0:38:24.520
<v Speaker 9>I think that Alex will I use Alex in my house.

0:38:24.560 --> 0:38:26.160
<v Speaker 9>I mean, you know, I guess we all have different

0:38:26.160 --> 0:38:29.160
<v Speaker 9>strokes for different folks, and we love Alexa and I

0:38:29.280 --> 0:38:33.920
<v Speaker 9>like to think she loves us, although if you ask

0:38:34.000 --> 0:38:38.160
<v Speaker 9>me that, she won't actually tell you yes. And I

0:38:38.239 --> 0:38:40.239
<v Speaker 9>think Alex has been getting better and better, you know,

0:38:40.320 --> 0:38:44.160
<v Speaker 9>more skills, better skills, more understanding of you and your

0:38:44.200 --> 0:38:47.160
<v Speaker 9>your your likes and dislikes in your habits. And I

0:38:47.200 --> 0:38:50.400
<v Speaker 9>think that the the rapid improvements that we're making in

0:38:50.440 --> 0:38:54.520
<v Speaker 9>Generative AI are truly going to continue to transform Alexa

0:38:54.960 --> 0:38:59.520
<v Speaker 9>into you know, a truly you know, personalized assistant. And

0:38:59.560 --> 0:39:02.360
<v Speaker 9>we do on Alexa to be you know, an absolutely

0:39:02.360 --> 0:39:05.840
<v Speaker 9>indispensable invest in the world, you know, personal assistant to you.

0:39:06.160 --> 0:39:07.480
<v Speaker 8>And I think that we've got a lot of work

0:39:07.480 --> 0:39:07.680
<v Speaker 8>to do.

0:39:08.600 --> 0:39:10.600
<v Speaker 9>I'll leave it to the Alexa folks to fill in

0:39:10.640 --> 0:39:11.440
<v Speaker 9>all of those blanks.

0:39:11.440 --> 0:39:11.919
<v Speaker 8>Over time.

0:39:11.960 --> 0:39:15.399
<v Speaker 9>But we're actually very confident in that plan and very

0:39:15.400 --> 0:39:18.719
<v Speaker 9>optimistic about Alexa being able to fulfill that role in

0:39:18.800 --> 0:39:21.200
<v Speaker 9>people's lives that I think they're really going to love.

0:39:21.400 --> 0:39:22.839
<v Speaker 3>I want to get to two more in the two

0:39:22.880 --> 0:39:26.560
<v Speaker 3>minutes we have left. Your Boston predecessor.

0:39:25.920 --> 0:39:28.880
<v Speaker 6>Andy Jassey has been kind of cutting some of the

0:39:28.920 --> 0:39:31.920
<v Speaker 6>big bets at Amazon, but one that he hasn't cut

0:39:32.480 --> 0:39:36.239
<v Speaker 6>is the satellite plan Kuiper, and I just wonder, you know,

0:39:36.560 --> 0:39:40.360
<v Speaker 6>what you see as the opportunity considering a rival system

0:39:40.440 --> 0:39:44.319
<v Speaker 6>stirling from Tesla, it does seem to be, you know, operational,

0:39:44.400 --> 0:39:45.160
<v Speaker 6>quite far ahead.

0:39:46.040 --> 0:39:49.480
<v Speaker 9>Well, we're very optimistic about Kuyper. There's huge interest from governments,

0:39:49.520 --> 0:39:53.560
<v Speaker 9>from enterprises, from lots of other organizations. Billions of people

0:39:53.600 --> 0:39:57.839
<v Speaker 9>around the world are underserved for Internet, and Kuyper really

0:39:57.880 --> 0:40:01.120
<v Speaker 9>aims to democratize that. There's a theme here to democratize

0:40:01.120 --> 0:40:05.440
<v Speaker 9>that and provide great Internet service to so many billions

0:40:05.520 --> 0:40:12.239
<v Speaker 9>under serve people. In addition, whether it's automobile companies, telecommunications companies,

0:40:12.440 --> 0:40:16.680
<v Speaker 9>lots of other enterprises who are AWS customers, governments. They want,

0:40:16.840 --> 0:40:20.799
<v Speaker 9>especially from remote locations, be able to backhaul information up

0:40:20.880 --> 0:40:24.200
<v Speaker 9>to Kuyper back into the AWS cloud, and so I

0:40:24.200 --> 0:40:27.560
<v Speaker 9>think as we launch our first satellites, which as coming

0:40:27.640 --> 0:40:30.440
<v Speaker 9>up later this year and then really ramping up in

0:40:30.480 --> 0:40:33.279
<v Speaker 9>twenty twenty four and twenty twenty five is my understanding.

0:40:34.920 --> 0:40:38.080
<v Speaker 9>But then being in service in that timeframe initially and

0:40:38.160 --> 0:40:42.480
<v Speaker 9>being able to deliver that for AWS customers is huge.

0:40:43.080 --> 0:40:47.000
<v Speaker 9>Before we go, I just want to remind folks that

0:40:47.200 --> 0:40:50.600
<v Speaker 9>just today this morning, AWS has launched its one hundred

0:40:50.640 --> 0:40:54.920
<v Speaker 9>million dollar Generative AI Innovation Center, where we're going to

0:40:54.920 --> 0:40:57.520
<v Speaker 9>be going out to all those customers around the world,

0:40:57.640 --> 0:41:05.520
<v Speaker 9>enterprises with expertise free a BOS expertise, solutions, architects, engineers, strategists, uh,

0:41:05.760 --> 0:41:09.240
<v Speaker 9>and working with them one on one to envision design

0:41:09.280 --> 0:41:12.000
<v Speaker 9>and then actual that one hundred million AI generative AI

0:41:12.120 --> 0:41:14.600
<v Speaker 9>capabilities not talk, but actually.

0:41:14.520 --> 0:41:18.080
<v Speaker 10>That discounts for new companies or Yeah, we're gonna, we're

0:41:18.080 --> 0:41:21.120
<v Speaker 10>just gonna, We're just gonna bring our internal a WOS experts,

0:41:21.160 --> 0:41:22.759
<v Speaker 10>you know, free of charge to a whole bunch of

0:41:22.840 --> 0:41:26.160
<v Speaker 10>AWS customers, uh, you know, focusing.

0:41:25.960 --> 0:41:30.040
<v Speaker 9>On folks with with with a significant AWS presence and

0:41:30.120 --> 0:41:33.239
<v Speaker 9>go help them turbocharge their efforts to get real with

0:41:33.360 --> 0:41:35.359
<v Speaker 9>generative AI, get beyond the talk all.

0:41:35.360 --> 0:41:37.799
<v Speaker 6>Right last one in negative ten seconds, So I guess

0:41:37.800 --> 0:41:38.680
<v Speaker 6>it's gotta be a quick one.

0:41:38.840 --> 0:41:40.720
<v Speaker 3>You and Andy are both in the same situation.

0:41:40.800 --> 0:41:43.560
<v Speaker 6>You're the You're the guy after the guy, the founder

0:41:43.640 --> 0:41:47.840
<v Speaker 6>whose name was synonymous with the early stage of legendary growth.

0:41:47.880 --> 0:41:51.400
<v Speaker 3>So what is what do you want adams aws legacy

0:41:51.440 --> 0:41:53.399
<v Speaker 3>to be? I don't think.

0:41:53.480 --> 0:41:55.520
<v Speaker 9>I don't really think of it in personal terms, to

0:41:55.520 --> 0:41:57.920
<v Speaker 9>be honest with you, so I don't have a canned answer,

0:41:57.960 --> 0:42:00.480
<v Speaker 9>but I will say that, you know, I would love

0:42:00.520 --> 0:42:01.520
<v Speaker 9>it if.

0:42:03.280 --> 0:42:06.440
<v Speaker 8>If I could be known to really help.

0:42:06.320 --> 0:42:09.760
<v Speaker 9>Drive a business that is, you know, constantly, no matter

0:42:09.840 --> 0:42:12.280
<v Speaker 9>how big it gets, no matter how far flowing it gets,

0:42:12.560 --> 0:42:14.799
<v Speaker 9>puts customers at the very center of what we're doing,

0:42:15.120 --> 0:42:18.760
<v Speaker 9>always puts customers interests, you know, before anybody else's interests.

0:42:18.920 --> 0:42:22.719
<v Speaker 9>Yet at the same time, an is an empathetic, equitable,

0:42:23.120 --> 0:42:25.560
<v Speaker 9>fun and innovative place for employees to work.

0:42:25.640 --> 0:42:27.799
<v Speaker 3>All right, Adam Flipski, thank you for joining us.

0:42:27.800 --> 0:42:28.080
<v Speaker 11>Thank you.

0:42:31.239 --> 0:42:34.719
<v Speaker 1>Amazon Web Services CEO Adam Slipsky there in conversation with

0:42:34.840 --> 0:42:37.680
<v Speaker 1>Rimberg's at Bradstone and highlighting some of the news that

0:42:37.760 --> 0:42:39.560
<v Speaker 1>has just come out. Of course, the fact that Amazon

0:42:39.640 --> 0:42:42.760
<v Speaker 1>is spending one hundred million dollars to teach cloud clients

0:42:42.800 --> 0:42:45.680
<v Speaker 1>about AI's saying to get real. Basically, some of the

0:42:45.760 --> 0:42:48.080
<v Speaker 1>early stage clients are going to be high Spot Twilio.

0:42:48.160 --> 0:42:50.880
<v Speaker 1>They're going to be really using some of these customized

0:42:50.880 --> 0:42:54.080
<v Speaker 1>applications and understanding how to get this expertise to ensure

0:42:54.080 --> 0:42:56.399
<v Speaker 1>that they are adopting generator of AI at the rapid rate.

0:42:56.440 --> 0:42:58.360
<v Speaker 1>But we heard there from Adam Slipsky also about the

0:42:58.400 --> 0:43:02.920
<v Speaker 1>focus on being carbon new, focused on of course climate

0:43:03.160 --> 0:43:06.319
<v Speaker 1>and how you twin that with the enormous compute power

0:43:06.320 --> 0:43:08.600
<v Speaker 1>that is necessary. As we dive into the whole world

0:43:08.600 --> 0:43:11.880
<v Speaker 1>of lage language models of more general to AI, the

0:43:11.920 --> 0:43:15.600
<v Speaker 1>chips necessary, the compute power and ultimately what that affects

0:43:16.000 --> 0:43:18.120
<v Speaker 1>the climate. Conversation just keeps coming.

0:43:18.160 --> 0:43:18.959
<v Speaker 3>We're going to talk chips.

0:43:18.960 --> 0:43:21.840
<v Speaker 1>Next Technology summit is with our very own ed Lavelow

0:43:21.880 --> 0:43:24.200
<v Speaker 1>some exam Qualcom Presidentcy Crisciano.

0:43:24.280 --> 0:43:28.160
<v Speaker 2>Our answers the question is crowcommon AI company?

0:43:28.640 --> 0:43:31.760
<v Speaker 12>Look, this is a this is a great question to ask,

0:43:32.040 --> 0:43:35.440
<v Speaker 12>and you know it's it's incredible to see all of

0:43:35.440 --> 0:43:39.480
<v Speaker 12>the development you see right now on on AI. Here's

0:43:39.600 --> 0:43:44.640
<v Speaker 12>here's how I answered that question. Actually, it's very simple, Uh,

0:43:45.080 --> 0:43:49.000
<v Speaker 12>if you think about the AI, when you think about semiconductor,

0:43:49.040 --> 0:43:52.600
<v Speaker 12>it's really accelerating computing. You do a lot of computation,

0:43:54.360 --> 0:43:56.719
<v Speaker 12>and what we see what you can do with those

0:43:56.880 --> 0:44:00.880
<v Speaker 12>large language models, large models for him is in videos.

0:44:01.360 --> 0:44:05.040
<v Speaker 12>So if you think about the history of computing, computing

0:44:05.680 --> 0:44:09.560
<v Speaker 12>starts in the cloud and he gets scale at the edge.

0:44:09.640 --> 0:44:13.799
<v Speaker 12>I think that's that's what happens with CPUs, That's that's

0:44:13.840 --> 0:44:17.759
<v Speaker 12>what happens with all other form of computing. And I

0:44:17.840 --> 0:44:20.839
<v Speaker 12>think the smartphone is a great example of that. If

0:44:20.880 --> 0:44:26.200
<v Speaker 12>you look, the largest computing platform ever developed is the

0:44:26.280 --> 0:44:29.640
<v Speaker 12>smartphone right now. It's the largest development platform for mankind.

0:44:30.200 --> 0:44:33.120
<v Speaker 12>And and what is good about the smartphone, it's, uh,

0:44:33.719 --> 0:44:35.640
<v Speaker 12>it's a device that I'm with you all the time.

0:44:36.040 --> 0:44:39.680
<v Speaker 12>So if AI becomes pervasive, which we believe it will

0:44:39.719 --> 0:44:44.800
<v Speaker 12>become pervasive, especially when you look about how those large models,

0:44:44.960 --> 0:44:48.520
<v Speaker 12>they are very natural, how you you can converse with them,

0:44:48.840 --> 0:44:52.080
<v Speaker 12>they have contextual information and all of those things that's

0:44:52.080 --> 0:44:53.360
<v Speaker 12>going to happen at the edge.

0:44:53.640 --> 0:44:55.400
<v Speaker 11>So that's how you think about qualcomm.

0:44:55.840 --> 0:44:58.640
<v Speaker 12>If AI is going to get scale, you're going to

0:44:58.719 --> 0:45:02.000
<v Speaker 12>see it running on wall come, snapdrag and devices. Whether

0:45:02.040 --> 0:45:04.600
<v Speaker 12>it's in your phone, in your car, in your PC,

0:45:05.280 --> 0:45:07.799
<v Speaker 12>and into other machines. And I think, well, it's a

0:45:07.800 --> 0:45:09.200
<v Speaker 12>great opportunity.

0:45:08.640 --> 0:45:13.680
<v Speaker 2>For the future is to democracize access to artificial intelligence tools,

0:45:13.680 --> 0:45:16.479
<v Speaker 2>generative AI tools, and cloudcom is going.

0:45:16.400 --> 0:45:17.200
<v Speaker 11>To make that happen.

0:45:18.000 --> 0:45:20.479
<v Speaker 2>Why are you not getting like Jensen one level love?

0:45:22.040 --> 0:45:25.239
<v Speaker 11>Look, I think the I think what's happening right now.

0:45:25.280 --> 0:45:27.920
<v Speaker 12>And by the way, it's great for the semiconductor industry.

0:45:28.480 --> 0:45:32.920
<v Speaker 12>For anybody that has been on the forefront of computing.

0:45:32.960 --> 0:45:36.440
<v Speaker 12>You know, Qualcom probably used to be well known as

0:45:36.440 --> 0:45:39.000
<v Speaker 12>a communication company, but actually if you look at what

0:45:39.040 --> 0:45:41.239
<v Speaker 12>we do right now, it's more of a connected processor

0:45:41.320 --> 0:45:43.040
<v Speaker 12>company than communication.

0:45:44.040 --> 0:45:46.680
<v Speaker 11>And as those models started.

0:45:46.239 --> 0:45:49.239
<v Speaker 12>To become very popular, they're going to be running at

0:45:49.280 --> 0:45:53.440
<v Speaker 12>the edge. And I expect that AI becomes an option

0:45:53.880 --> 0:45:56.880
<v Speaker 12>on Qualcomm right now. Look, and I'll give you an example.

0:45:57.239 --> 0:46:00.680
<v Speaker 12>It's it's I saw something they add them. I think

0:46:00.680 --> 0:46:03.960
<v Speaker 12>in the prior conversation when he said something about in

0:46:04.080 --> 0:46:06.719
<v Speaker 12>nineteen ninety seven, if you try to guess who are

0:46:06.719 --> 0:46:08.880
<v Speaker 12>the winners and losers on the Internet, it will be

0:46:09.000 --> 0:46:11.160
<v Speaker 12>probably a very wild guest. I think what we see

0:46:11.200 --> 0:46:15.680
<v Speaker 12>today is this janitor of AI opportunity is huge. We

0:46:15.840 --> 0:46:19.239
<v Speaker 12>don't know yet all of the different applications that are

0:46:19.280 --> 0:46:22.319
<v Speaker 12>going to come up. We're seeing that just within the

0:46:22.360 --> 0:46:25.960
<v Speaker 12>past six months is a revolution the number of companies

0:46:26.000 --> 0:46:28.560
<v Speaker 12>come on with use cases and those use cases are

0:46:28.560 --> 0:46:31.319
<v Speaker 12>going to happen on devices, and I think that's going

0:46:31.360 --> 0:46:32.640
<v Speaker 12>to be a great opportunity for.

0:46:32.640 --> 0:46:34.040
<v Speaker 3>Hold that thought. What we're going to do.

0:46:34.080 --> 0:46:36.240
<v Speaker 2>Now, I'm going to show you something to the audience

0:46:36.239 --> 0:46:40.359
<v Speaker 2>here and those with us virtually, but during that think

0:46:40.360 --> 0:46:43.920
<v Speaker 2>about questions for Cristiano based on what you see. And

0:46:43.960 --> 0:46:47.000
<v Speaker 2>so with that, let's bring up the video, and Christiano,

0:46:47.440 --> 0:46:50.759
<v Speaker 2>when it comes up and plays, explain to us a

0:46:50.800 --> 0:46:54.080
<v Speaker 2>little bit what it is that we're seeing, because here

0:46:54.080 --> 0:46:57.239
<v Speaker 2>at the Bloomberg Technology Summit, we're going to nail the technology.

0:46:57.280 --> 0:46:59.839
<v Speaker 2>Any second, just wait, the video is going to come

0:47:00.600 --> 0:47:03.600
<v Speaker 2>and when it does, it will have been worth the way.

0:47:04.440 --> 0:47:04.880
<v Speaker 11>Here we go.

0:47:05.400 --> 0:47:08.000
<v Speaker 12>Yes, So what you basically see is a countro net demo.

0:47:08.320 --> 0:47:11.239
<v Speaker 12>You have an input image on your phone. You tell

0:47:11.640 --> 0:47:13.600
<v Speaker 12>in your input prompt what do you want the image

0:47:13.640 --> 0:47:16.239
<v Speaker 12>to be. You wanted to make it a masterpiece, look

0:47:16.360 --> 0:47:21.279
<v Speaker 12>like Venice Canals four K, and it just runs and

0:47:21.920 --> 0:47:26.240
<v Speaker 12>give you this very unique image image to image that's

0:47:26.440 --> 0:47:29.800
<v Speaker 12>never been created before, created to AI running on your phone.

0:47:29.960 --> 0:47:31.400
<v Speaker 11>So it's a good I think.

0:47:31.520 --> 0:47:33.680
<v Speaker 12>Time to talk a little bit about how we think

0:47:33.680 --> 0:47:37.840
<v Speaker 12>about AI at the edge outside of the data center, because,

0:47:38.440 --> 0:47:40.360
<v Speaker 12>like we have seen everywhere, there's going to be this

0:47:40.440 --> 0:47:42.279
<v Speaker 12>huge opportunity for the cloud, but it's going to be

0:47:42.320 --> 0:47:46.399
<v Speaker 12>this huge opportunity for devices because what you do own

0:47:46.440 --> 0:47:50.560
<v Speaker 12>the device is very different. So there's a number of

0:47:51.000 --> 0:47:53.440
<v Speaker 12>reasons why this is going to be very popular on

0:47:53.480 --> 0:47:58.239
<v Speaker 12>the device. First, the device has contextual information about you

0:47:58.320 --> 0:48:01.279
<v Speaker 12>and has real time information like a picture you just

0:48:01.320 --> 0:48:04.800
<v Speaker 12>took and you want it right now at that moment,

0:48:05.000 --> 0:48:07.840
<v Speaker 12>change that picture and share with somebody else with your

0:48:08.400 --> 0:48:09.760
<v Speaker 12>messaging platform.

0:48:09.320 --> 0:48:13.239
<v Speaker 2>For context that video. That device was run in aeroplane

0:48:13.280 --> 0:48:16.800
<v Speaker 2>mode without any external connection, right, It ran them model

0:48:17.200 --> 0:48:17.920
<v Speaker 2>locally on.

0:48:17.960 --> 0:48:20.839
<v Speaker 12>Device absolutely, So that's one of the reasons you have

0:48:21.000 --> 0:48:22.520
<v Speaker 12>real time context information.

0:48:22.960 --> 0:48:26.440
<v Speaker 11>There's another reasons processing on.

0:48:26.320 --> 0:48:30.560
<v Speaker 12>The phone is virtually free when you think about you're

0:48:30.640 --> 0:48:35.640
<v Speaker 12>running those models in the cloud and think about a

0:48:35.719 --> 0:48:39.799
<v Speaker 12>large language model for every token, like a word as

0:48:39.840 --> 0:48:41.839
<v Speaker 12>the sentence. If you do that, if you have an

0:48:42.200 --> 0:48:45.239
<v Speaker 12>experiment that you see the words coming.

0:48:44.960 --> 0:48:47.840
<v Speaker 1>Up, the president and CEO of Qualcom, Christiana I'm on

0:48:48.120 --> 0:48:50.600
<v Speaker 1>talking about our very own ed Ludlow, of course, discussing

0:48:51.040 --> 0:48:53.400
<v Speaker 1>how Qualcom's going to be playing a role in the

0:48:53.600 --> 0:48:57.080
<v Speaker 1>enormous scope of generative AI edge computing. Of course, the

0:48:57.160 --> 0:48:58.920
<v Speaker 1>chips that are known to be in your iPhones and

0:48:58.960 --> 0:49:02.520
<v Speaker 1>your phones and your automobiles. One, of course, Qualcom wants

0:49:02.520 --> 0:49:07.640
<v Speaker 1>to ensure that you're accessing generative AI in local ways

0:49:07.880 --> 0:49:08.480
<v Speaker 1>and means