Thu. 02/13 – Do We Maybe Have A Roadmap For GPT-5?

Feb 13, 2025 17m

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We maybe have a roadmap for GPT-5, but also, is it not really GPT-5 just a renaming of what they already have in the pipeline? It’s kind of weird. Elon gives his conditions for dropping his takeover bid. Utility companies say the AI hype is real, but what if, in the end, the end users don’t actually show up?

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Links:

OpenAI postpones its o3 AI model in favor of a ‘unified’ next-gen release (TechCrunch)
Elon Musk will withdraw bid for OpenAI’s nonprofit if its board agrees to terms (TechCrunch)
Musk, Altman Spar Over $97.4 Billion OpenAI Bid in Court Filings (Bloomberg)
The Apple TV app is now available on Android: watch Apple TV+ and MLS Season Pass (9to5Mac)
Meta Opens Facebook Marketplace to Rivals in EU Antitrust Clash (Bloomberg)
Data Center Power Demand Almost Doubled in Virginia, Utility Says (Bloomberg)
AI Agents Are Everywhere…and Nowhere (WSJ)

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AI-Generated Summary

Roadmap for GPT-5

In this segment, Brian discusses OpenAI's potential roadmap for their upcoming model, GPT-5. Sam Altman shared insights on how GPT-5 will unify OpenAI’s technology, incorporating features from previous models and introducing new functionalities such as voice and canvas capabilities. GPT-4.5, a precursor model, is expected to be released soon, with GPT-5 following afterward. Key changes in their model strategy include the cancellation of the O3 model as a standalone release, favoring a more integrated approach. Discussions also highlight the challenges OpenAI faces with competition from emerging AI models.

Elon Musk's OpenAI Bid

Brian covers Elon Musk's controversial bid for OpenAI, condensing his conditions for withdrawing the bid if OpenAI's board retracts its conversion to a for-profit model. The legal ramifications of Musk's bid are explored, along with assertions from OpenAI's lawyers about Musk's contradictory positions. This section delves into the implications of Musk's actions on the future of OpenAI as a nonprofit entity versus a for-profit company.

Utility Companies and AI Hype

In this section, the discussion shifts to the electric utility sector's booming performance, largely attributed to rising AI demand. Specifically, Dominion Energy reports a significant surge in power demand due to burgeoning data center growth in Virginia, reaffirming a trend wherein traditional utility companies are experiencing newfound vitality bolstered by the AI industry. However, concerns regarding the practicality of AI adoption and its true market impact raise questions about whether the anticipated demand will materialize.

AI Adoption in Business

The podcast also touches on the hesitance among CIOs regarding the use of AI. Despite significant attention from vendors about the potential of AI agents, many businesses express skepticism due to reliability issues and cybersecurity concerns. A recent summit revealed that while many companies are experimenting with AI, a considerable number are still unsure about its value, suggesting a nurturing period before widespread adoption occurs.

Apple's New Android App

Brian announces the launch of the Apple TV app for Androids, allowing users outside the Apple ecosystem easy access to Apple TV+ content. This move signifies Apple's intentions to enhance its service's standalone recognition, expanding its reach beyond its traditional user base.