Wed. 10/02 – A Tech Angle To The Hurricane

Oct 2, 2024 29m

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Catching you up on a bunch of other Microsoft announcements we missed yesterday. Is Nvidia trying to break open the black box of AI? It’s absolutely wild that there’s still no viable YouTube app for the Vision Pro. And we were worried about disruption to the semiconductor industry if a typhoon hit Taiwan, but it turns out, a hurricane hitting North Carolina can be bad too.

Links:

Microsoft is using AI to improve Windows search (The Verge)
Microsoft starts paying publishers for content surfaced by Copilot (TechCrunch)
Telegram CEO Downplays Service Term Changes Amid French Probe (Bloomberg)
Nvidia just dropped a bombshell: Its new AI model is open, massive, and ready to rival GPT-4 (VentureBeat)
Threads users can now see who follows them from other fediverse servers (TechCrunch)
Christian Selig’s unofficial YouTube app for the Vision Pro just got taken down (The Verge)
Hurricane Helene Will Send Shockwaves Through the Semiconductor Industry (Wired)

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AI-Generated Summary

Microsoft's AI Innovations

The podcast discusses Microsoft’s recent announcements regarding AI enhancements, particularly the roll-out of AI-powered features for Windows search, set to launch in November. Improvements will allow Windows to understand user intent better and enhance the search functionalities by letting users search for files using natural language. This includes the implementation of 'Click to Do,' which offers interactive overlays for selecting text and images to perform actions. These updates indicate Microsoft’s commitment to integrating AI across its products.

Telegram's Response to Legal Challenges

Telegram CEO Pavel Derov attempts to clarify recent changes to Telegram's terms of service, emphasizing that the platform hasn't undergone significant shifts despite previous announcements suggesting otherwise. His comments come in light of a legal investigation in France, where he downplays the implications of heightened moderation and updated terms meant to curb misuse of the platform. Derov reiterates Telegram's stance on cooperating with lawful requests from authorities.

Nvidia's New Open AI Model

Nvidia unveils its NVLM 1.0 family of large language models, highlighting the NVLM-D72B as a groundbreaking development capable of handling both text and vision tasks. The company’s decision to openly release this model is positioned to democratize access to advanced AI tools, potentially reshaping the AI landscape by allowing smaller entities to harness technology previously limited to major corporations. This initiative is both celebrated and met with concerns regarding responsible AI use.

Impact of Hurricane on Supply Chains

A segment explores the disruption caused by Hurricane Florence on Spruce Pine, North Carolina, notably impacting the supply of high purity quartz (HPQ), essential for semiconductor manufacturing. The conversation underscores the vulnerability in global supply chains, as Spruce Pine provides approximately 70% of the world’s HPQ used in microchips. Experts express concerns about the potential economic ramifications and highlight the need for alternative sourcing strategies.

Updates from Threads and YouTube on Vision Pro

New features on Threads include an extended 15-minute editing window for posts and visibility of followers from the Fediverse, while concerns surrounding the lack of a YouTube app for Apple Vision Pro continue, particularly following the removal of a third-party app, Juno, amidst disputes with YouTube's terms of service.