Thu. 04/17 – Mooooaaar Models!

Apr 17, 2025 17m

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Episode Description

OpenAI has a new reasoning model, and more lower cost models as well. Is OpenAI about to acquire a coding startup? Is Perplexity turning to Samsung for distribution and branding? A Neuralink rival gets FDA approval. And why is Jensen Huang on a code-red mission to China at the moment? Sponsors: 1Password.com/ride Links: OpenAI's new o3 and o4-mini models are all about 'thinking with images' (Engadget) OpenAI debuts Codex CLI, an open source coding tool for terminals (TechCrunch) Vibe Check: o3 Is Here—And It’s Great (Every) OpenAI In Talks to Buy Windsurf for About $3 Billion (Bloomberg) Perplexity AI in Talks to Integrate Assistant Into Samsung, Motorola Phones (Bloomberg) Neuralink Rival Gets FDA Clearance in Path to Less Invasive Brain Implants (Bloomberg) Nvidia chief Jensen Huang flies to Beijing for talks (FT)

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OpenAI's New Models Launch

OpenAI has announced the release of two new models: O3, its most advanced reasoning model, and O4 Mini, a lower-cost alternative. Both models feature novel capabilities, including advanced image interpretation and the ability to solve complex multi-step problems. O3 allows for longer task execution with greater independence, enhancing its functionality for coding, math, and science tasks. Furthermore, OpenAI unveiled Codex CLI, a new coding interface designed to link its AI models with local code, along with a $1 million grant initiative to promote usage among developers.

OpenAI's Potential Acquisition of WindSurf

Reports suggest OpenAI is in talks to acquire WindSurf, a coding tool startup, for approximately $3 billion. This acquisition would enhance OpenAI's position in the competitive market for AI-driven coding assistance. Analysts note that controlling the application layer is becoming increasingly vital for profitability in the AI sector.

Perplexity's Expansion Plans with Samsung and Motorola

Perplexity is reportedly negotiating distribution agreements with Samsung, as well as plans to preload its AI assistant on Motorola devices. These deals aim to enhance Perplexity's market presence despite the competitive landscape dominated by established giants like ChatGPT and Google's Gemini.

Neuralink Rival Receives FDA Approval

Precision Neuroscience, a competitor to Neuralink, has gained FDA clearance for a non-invasive brain implant designed to assist individuals with Parkinson's disease. This technology enables users to control robotic appendages through brain signals, showcasing promising applications for electronic communication and mobility aid.

Jensen Huang's Code Red Mission to China

Nvidia's CEO Jensen Huang is currently in China to discuss potential strategies to navigate new U.S. chip export restrictions. Despite recent challenges posed by export controls, Nvidia is seeking to maintain its market presence in China and explore new chip designs to meet local demands.