Google Bard Extensions and AI demos with Sunny Madra | E1816

0:00I could see this being the game changer of all game changers and this makes me think Google searches franchise is in good hands. I think this is going to increase revenue. Does it make the J-Trade list? A hundred percent. I think Google is going to be number one at language models. I am convinced that Google beats Microsoft slash OpenAI. This Week in Startups is brought to you by LinkedIn Marketing. To redeem a free$100 LinkedIn ad credit and launch your first campaign, go to linkedin.com slash thisweekinstartups. Squarespace. Turn your idea into a new website. Go to squarespace.com slash twist for a free trial.

0:47When you're ready to launch, use offer code twist to save 10 % off your first purchase of a website or domain. and roots invest in the only real estate investment trust that creates wealth for you and its residents at invest with roots.com slash twist. All right, everybody, welcome to Monday. And if it's Monday, Sonny Madra, money mantra is here. And he is back to do AI demos. We have a bunch of rapid fire news stories because everybody is releasing new products at the same time. Here we are at the end of year one of this AI Renaissance that started in q4 of 2022. And open at AI has launched Dolly three, we're going to go over that Microsoft has officially announced its AI sidekick called very creatively co pilot.

1:37And then YouTube is going all in on generative AI. And finally, Google just announced barred extensions. And we're going to go right into this demo because it is extraordinary what google has launched i was talking to a unbelievably senior executive about this at google socially i was at a dinner and um you know this is an example i think of google taking this absurdly seriously and dropping what i'll call right out of the gate right now i think this could be the open ai killer this could be where google this moment today when you see these demos i think this is the moment bard leapfrogs open ai sunny let's get to it let's show people what bard.google.com has released this is big yeah let's do it let's do it all right so um this week what we're gonna get let me just build a sharing up here if you go into your bard and uh and you go right over here you should have this new option called so if you're on the top right let's describe it for people listening if you're not watching just go to youtube and type in this week and startups but you'll have when you're on a on bar.google.com on the top right your avatar you know you go slightly to the left of it you'll have that um gearbox for your settings then you'll have help but then you'll see a puzzle piece and the puzzle piece in the that icon on the top right of your interface at bar.google.com is extensions i think the equivalent of extensions in open ai parlance is plugins plugins call them extensions plugins it's the same thing it's plugging a service into a language model what did they add and so yeah it's a great way of doing it i think the interesting thing here is they've connected it to core services that google offers themselves and so this is bringing together the magic of generative ai um and you know these kind of speech models together with real-time information and data from the most important sources for us highly monetizable sources as well which are flights hotels maps uh youtube and then workspaces workspace is inclusive of your gmail your google drive docs um and i think it's really exciting uh what you're able to start using bard for now okay so we have five specific uh extensions aka plugins turned on at bard.google.com extensions that's the url we'll put this in the show notes you need to share this video with every single person on your team you need to get every single employee at your company using these tools before they ask a question in a meeting because nine out of ten times they're going to come to the meeting with 10 more iq points or 20 more ideas let's get started where do you want to start with these five extensions we'll do one example of each yeah let's do it so um let's start with maps right and say and you can you know basically you do this at maps and look it pulls up the extension and let you click it exactly oh that's and then they're gonna say like uh i am uh planning a drive from palo alto uh palo alto to napa valley um can you provide me directions right um yeah so this is what we're just going to build up this is you know, pretty straightforward.

5:23No one should be shocked by this. Like normally you'd have to go in maps and do it. And so you can see here, it's kind of using it and it's, it's figured it out and it's given me the driving directions. Uh, let's just say along the way is like, uh, can you find me a, uh, shake shack, um, uh, along the way to, uh, um, along the way. Right. And, And so what it's able to do is basically kind of, you know, you can double click into it and it says, hey, it's found a shake check at Stanford Shopping Center along the way, you know, from Palo Alto to Napa Valley. Okay. So it's understanding in plain language what you're saying.

6:03If we were in our car and you were to try to do this, it wouldn't work. It's really hard to do. Find me stuff along the way. Right. Yeah. um but you know i think like there's no reason for the you know this to not to be enabled by voice and so i think if you're what we're going to start to see come together is you know if you're using carplay or your car has android auto in it um that you'll be able to use like sort of the voice input button and these technologies start to manifest themselves in our day-to-day use cases and that so um i think that'll be really powerful because this is what happens all the time where you're driving and then you sort of have this inspirational moment of hey i want to try this and it can go and you know figure that out for you so this didn't blow me out of the water but i came up with an example if you let me share my screen yeah so we'll do dueling banjos here yeah you know i i use something called all trails i don't know if people have all trails finding hikes but here i asked something that i thought would be a little bit more challenging at google maps what's an amazing hike i can take in northern california that is three to five miles and has stunning views and i did at google maps now it said here are a few amazing hikes and it gave me you know these five hikes right uh including point bonita trail which is that 2.5 mile round trip hike to the lighthouse that has stunning views of the golden gate bridge i don't know if you ever took that one like north of the golden gate bridge ever do that oh yeah incredible yeah in the marin headlands yeah it's incredible yeah now look at this i hope this helps you find the perfect hike for your next adventure.

7:34And sure enough, it plots them on Google Maps. And so this is a really nice experience, right? Easy to understand. And it was correct. I'm going to give them some nice feedback here. But you can start adding, you know, multiple things here that would help. All right, listen, when you're selling to business to business buyers, you really want to get your pitch in front of decision makers. Why? Because upper level execs are usually the ones making purchasing decisions. Duh. The problem is high level folks can be really hard to find and target on most social media platforms. But on LinkedIn, oh my god, they know all of the CTOs, all of the CFOs, all of the VPs of finance, engineering, HR, recruiting, all those titles are sitting there waiting for you.

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8:57LinkedIn equals business business equals LinkedIn when people are on LinkedIn, they're ready to do business. It's that simple. So make business to business marketing everything it can be and get$100 credit on your next campaign. For me, your boy, Jake how I'm sending you the hundy LinkedIn.com slash this week in startups to claim your credit that's LinkedIn.com slash this week in startups terms and conditions apply because they're giving you the hundy Google Maps is in there. That's great. Or I wonder if we could say map all the superchargers you know in i don't know texas uh and the distance between each one like that would be a more complicated query right so if i did a new chat yeah you queue that one up okay okay um show me all the tesla superchargers in texas on a map and give me a table with the shortest distances between them see if it doesn't i don't know if it's going to get this right this is like a little bit of a complicated thing i don't even know what i'm asking for here if i'm being honest yeah but it's using google map it's it's querying here this is not an easy one because i'm asking for a lot right okay i've got one too when you're what's yours okay so this could be Here's mine.

10:20So I was like, I did, how long is the drive from Atlanta to Orlando? And give me some ideas how to keep three kids entertained in the car. Oh, nice. Yeah. And so it says, here's the drive. And this is one of their pre-canned ones, right? So I was just leveraging it because I thought it was great. It's like, the drive is this long. It obviously gives me a Google map. I'm just scrolling through this here. And basically it says, here's some ideas how to keep your kids entertained, snacks, games, take a break every couple hours, and here's some additional tips. And so I really like how this is, you know, allowing you to kind of bring, you know, these are all different pieces.

10:58And we've seen them in, in, you know, apps being built on top of these API's, but Google is really bringing things together here around kind of their technologies. I think we're at a loss for coming up, let me share my screen. I think you and I are at a bit of a loss for coming up with examples here because this is a new concept, right? Yeah. But here, let me I've been thinking about it. And I made up one that was a little bit strange. But here's what I did. Show me all the Tesla superchargers in Texas on a map and give me a table with the shortest distances between them. So what I'm getting at here is I'm doing competitive intelligence.

11:36I just want to know like how close are these things together? Right. And here we go in Austin test X gettings test is Arlington, it gave me a table here that i could export to sheets so we're seeing table format it's formatting it correctly it's giving me the shortest distance which seems to be there are a bunch of them within four miles of each other that must be you know a whole bunch of density i can put it into a google sheet which is quite nice and it says here are the shortest distances between the first three superchargers in texas and then it decided it would give me the maps of all of them and then it would start giving me driving directions between them uh so you know that's not bad um and then i could ask a follow-up what's the longest distance you can drive between two tesla superchargers or what is the longest what would you say what is the biggest um furthest just yeah i guess the longest what's the biggest what would you say like the biggest hole the biggest uh uncovered area in the united states for tesla superchargers oh that's a one that's a tough one right so now i'm working at tesla you don't even have to fix the spelling but you don't even it's not crazy i'm such a like little perfectionist here but okay what's the biggest uncovered area in the united states for tesla superchargers uh place on uh google maps here we go let's see uh this one is going to take a little time right but this is a really hard one in other words like what are the what's the white space here between tesla supercharge where the least density of supercharge you got to think the biggest state in the u.s is alaska and has only one supercharger it is located in soldanta has a 4.3 that's interesting so i guess it would be alaska um outside of alaska what's the sparsest supercharger area see so now i'm just like pushing it right to see if it understands the context of the last question in this one the biggest uncovered area that's the way to say it uh outside of alaska is north dakota okay there are no tesla supercharges in north dakota really i find that hard to believe how many tesla superchargers are in north dakota it's going to give me that's got to be tesla superchargers i know that's hard to believe uh yeah there are i see one just in a regular so work left to be done okay so yeah we found immediately that there are wait there are no tesla superchargers in north dakota it's saying but wait a second nearby states yeah but it gives us these are in north dakota yeah okay so uh somebody send this to sundar and the other folks at google maps who's ever in charge of google maps still work to be done so yeah i'll stop sharing there okay so we beat the horse to death there what do you what should we do next okay uh let me take control back here yep i'm off and i'm gonna by the way i'm gonna go to um i'm gonna go to flights next oh yeah i i that's what i i had pulled it up, right?

14:53And so, you know, flying flights to Miami for New Year's. We're going to go have a party, J. Cal. New Year's Miami. Great. Let's do it. You know, what's the usual temperature? Oh, we should do like a little AI meetup. Me and you. AI meetup, yeah. And, you know, look, it basically finds the flights, it pulls it in from Google Flights, gives me a little chart, and then you can kind of click through these and it will, you know, take you into the Google Flights interface and go from there. And so I think that's really interesting um uh you know here's another example i was doing while you were queuing it went up it's like show me flights to tokyo and give me an idea of things to do how about seoul as well so this is like sort of uh you know one of the experiences that we were trying to you know early on try when uh plugins became available with open ai around just flight experiences things to do what you know what's there here's ideas of things to check out um and like what's interesting thing is because they own these services they can start to create a really integrated experience they don't have to fully rely on a third party and they don't have that issue you know which we even talked about on the previous pod where there's a risk of cannibalization right if you're zillow took their plug and down exactly the kayak plug out i had kayak ceo on this week in startups and he um and he doesn't believe in this kind of interface i think he's wrong by the way i think this interface is going to be a better interface he seemed to think it wasn't so i don't know if he was yeah um yeah you know like look natural language we'll look back and we'll think about how we were just used to click on a box find an airport click on the next one put in dates you know look through charts and you know i i completely agree with you on this is going to be the interface the go-to interface for for most parts uh for for folks um and you know you talked about this last time you'll probably just be wearing airpods or you know some equivalent and you'll just talk into it and it'll give you the answers and create your itinerary in the background or i mean imagine apple goggles and it's just showing you this while you and i are talking and it's just coming up um here's uh at google flights let me ask at google flights what's the most affordable business class ticket from the east coast of the united states to saudi arabia since i'm going there uh to keynote their conference while you're pulling that one up i did find me one stop or less so while you're doing that one i have another one pulled up here is like can you find me some hotels um in this area in bonus aries and suggest some things to do there and again it finds me the list of hotels and ask it for a specific date pick three days and then sort it by price okay okay until you want five stars let's give me five stars give me five star only options between october 3rd and 6th so i found several five star hotels that are available from these dates and it lists them out and you know we're off to the races and let's verify their five stars so here they are the paladio the alvier and the four seasons good good job so let me share mine uh and i you know again I'm not checking if this is correct.

18:21So we do have the hallucination problem that we just saw with Google Maps. But let's see where we're at here. I said, most affordable business class tickets from the East Coast of the United States to Saudi Arabia with one stop or less because sometimes there can be very cheap flights coming out of Boston or DC or New York and you might if you're trying to save money. So you know what I got some business in Boston, let me take the Excel up there do my meetings and then go. Uh, and so here I said, um, and it said the most affordable business class ticket from the East coast of the United States to Saudi Arabia.

18:58And it gave me three of them and Royal air, Morocco, Egypt air, Kuwait airlines. I would have never looked at these and they're only 2 ,600,$2 ,800 round trip for business class. That doesn't make sense. One's got a layover in Kuwait, one in Cairo, one in Casablanca. But those are ridiculous prices. I don't think that's correct. usually it's five to ten thousand dollars for round trip business usually especially to the middle east yeah especially to the middle east and it uh oh look at that yeah and i got uh i actually put it in a google flights um so this seems pretty promising um yeah give me all the flights from uh the bay area to new york city with go go in flight internet now i'm asking for something very specific.

19:47Like, let's say I had a go go membership or something. This is a stupid query. But I wonder if it even knows what that is, because I know that Google flights does put internet in there. Oh, unfortunately, searching for flights with internet is not possible. But it gives me some other ones. Not bad. I mean, I could see this being a better interface for Google flights, right? If your landing page is terrible, I'm out, right? Most consumers are it's 2023, you can't have an ugly website. Stop selling for okay or good and have great. And great means you're using Squarespace. It's out of the box, beautiful.

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20:52Easy peasy, lemon squeezy. You can create a subscription business for members only content. You're seeing a lot of that out there. It's simple. It's cost effective. It's gorgeous. And they keep adding feature after feature after feature. That's when technology is at its best, isn't it when you pay one price, but the product gets better and better and better you get that with your Tesla you get that with your iPhone you get that with Squarespace these are the legendary brands of the internet of this era go to squarespace.com for a free trial and when you're ready to launch I want you to go to squarespace.com slash twist and they're going to give you 10 % off your first purchase of a website or domain go to squarespace.com slash twist because they know we sent you so let's keep going here YouTube I guess is the next one we could try or we can go to Google Docs.

21:35What do you think? Or Gmail? I have a Gmail one. Okay. I did an example. I said, show me my most recent emails with Jason and it basically pulls up the email, a quick subject and summary. But you can see here you sent a summary for the all-in summit videos. Yes, that's my newsletter. And, you know, a couple of personal emails that we have with each other. Ask them to now write a summary in bullet points of the topics i've discussed with jason calacanis on email over the past few years oh wow okay this would be like something you give to a research assistant right yeah let's just say here i sure want to yeah let's see we'll blur all this out yeah this is harder with you because you send emails out well this is interesting here's a summary of topics you've discussed with jason calacanis or less year in bullet points investments poker upcoming poker games blur that out blur and that blank and blanks wedding yeah wedding uh and so that's pretty interesting if you think of it conceptually yeah i just asked uh if it could tell me who the top 10 people I was emailing with from 2010 to 2015.

23:00From the emails in my Gmail, and it did not get it right. Let me ask it. Who are venture capitalists, who I have traded emails with in my Gmail account? Let's see if it I mean, now it's got to look at the people and determine if they're venture capitalists i don't know how it does that but it's accessing my emails all right well this is pretty interesting um it got a little bit correct it said the following venture capitalists are mentioned in your gmail account dave hornig from august and jesse draper from halogen ventures um so it's it's kind of scratching the surface of being useful i would say this is not useful yet but it's close yeah um and it's that's kind of an interesting experience if you think about it um and what items have i purchased oh actually here's a good one what nix games did i buy tickets to based on my gmail let's see because you know i'd have like the receipts in there right yeah and i mean that will be kind of an interesting one and i could not find any people buying tickets okay that didn't work okay i have one i have one so far this is terrible so whoever's working at gmail terrible job i think you're you're pushing the boundaries that's what we're here to do i like it i think it yeah but you know credit to google they're putting these things out early they're not waiting for them to be perfect and letting us play okay i agree i agree All right.

24:39So, you know, we had an idea a couple of years ago. I'll share with you with my co-founder. We were thinking of things to work on before we started Definitive. One of the things that we were thinking about building was a wildfire suppression company that used drones to fight wildfires. And so I have this doc in my Google Drive. So I asked to give me a summary of the wildfire suppression document. And so it actually gave me a quick summary. of that document from august of 2021 yeah yeah now if you asked it a follow-up yeah um tell me other businesses other startups like this uh from the web or has anybody tried has anybody raised money for this idea you know and this is where if crunch base or pitch book you know had their data in there you could start to use or angel list put their data in there you can start to you know be able to pull data from those databases now i don't know what that does to their business and if they have a motivation to do that or they'd rather you come to pitch book french base here are some other startups developing similar concepts rain is developing a network of autonomous aircraft that can be deployed to contain wildfires within 10 minutes of ignition triad is developing an iot network of sensing tech wildfires early before they have a chance to spread burn bot is developing robotic fuel management system that can help to reduce the risk of wildfires torch is developing small outdoor smoke detector that can be used to alert homeowners insight robotics and purpose-built rgb and multi-spectral aerial survey system used to map yeah so this is interesting uh the most interesting one i saw was a forest management one uh that a founder pitched me on that's public knowledge i'm not speaking at school here but imagine you had a um what do they call those it's not like a dump truck but you know like a plow with a thing on the front that could like knock through the forest you know like a tractor type device so imagine like a really powerful tractor that would knock down trees and make a fire lane yeah yeah yeah yeah to make uh yeah that's yeah so containing fires is is the most important thing you can't really put them out now imagine that yeah was fire resistant maybe you know fire retardant fire resistant and it was remote control yeah so now there's a fire god forbid you know in south lake tahoe yeah and you send one of these things up the hill yeah and you have it start knocking a fire lane out yeah knocking trees down and there's embers everywhere it's the densest smoke you ever saw yeah uh the the remote control fire truck doesn't care so i thought that was a really interesting idea the idea i had was a blanket system so you know uh fire blankets there's a fire blanket uh yeah that's what you're supposed to use yeah cars so i i looked for this there are sheets that uh some fire departments have look for a uh on youtube oh let's do this on youtube we have the youtube search let's do it on youtube let's let's try it here let's use it so let's ask at youtube um we don't need a producer anymore so sorry producer john producer john producer nick we have google bard that's it so i want you to do at youtube show me a video of a fire blanket to cover a burning car with for fire departments or something to that effect now i think these have those for your house right but like well they don't have them for your house but i had seen these fire blankets before and i they happen for your house for like people uh and so here watch this even to put over your stove i've seen it but yeah i'm talking about putting it over your house oh the entire house i look at this video now we'll press that video yeah i'm gonna okay let's do it and now you watch this video it's so cool so here is a fire blanket on an electric vehicle four firefighters just drop this blanket on top of a burning car no oxygen it's a heavy blanket and uh nobody has to waste any water or anything i'm just fast forwarding through it for everyone yeah it's pretty amazing and so they just and there they go yeah it's like they're walking at you know a tarp they're just taking my god throwing it over a burning car that nobody that is incredible now imagine that on the top of your house or a helicopter dropping on the top of a 10 million dollar house you know somewhere uh in malibu where you just had that for your house and there was some way to have it roll down now your house is covered in a fire blanket all the embers hit the fire blanket what could that cost 50 grand 25 grand to install 100 grand you know on a 10 million dollar house in fire country a hundred thousand dollar system would not be crazy um and you know that'd be a lot cheaper one percent of the cost of the house and what are you paying in insurance per year so it's kind of like you know those planes that people get to have parachutes it's kind of like that yeah you you hope you're never going to use it it's completely ridiculous you're talking about the series okay so we got the youtube working here so let's do a youtube video summarize the three earliest video of chamath polyhapitiya on youtube that's an interesting one because i will do that sometimes in certain videos in reverse chronological order to find the oldest videos of somebody i don't know let's see if this does it correctly summarize the three earliest videos of chamath polyhapitiya on youtube it's searching bard is this bard circles pulsating and so is the youtube sorry i got that sorry i can't answer that right now okay okay um so it doesn't work um how about we ask a question about mr beast what are mr beast top three videos oh yeah okay that's a silly easy one you'd have to go if you wanted to know that you would simply go to his uh and sort by the videos yeah but if he did it here it'd be quicker three videos by view by mr east gotta get that one right that's easy i mean we'd hope so or maybe this plugin isn't working right now this extension goes back to integration let's see i i feel like this one here we go so top three videos by view um that's pretty good and you know he has said this recently so he was saying right the most recent videos have the most views so these are all pretty recent they're all within the last six months so say um show me the top three by year for mr b's that could be interesting top three by year publishing date something like that oh yeah this had a little bit more content oh it was just it was just showing some other stuff down here yep let's see what it's doing here so it can't answer that see yeah come on well you know my guess is this is just a limitation of and by the way this is wrong video got 501 million views so oh okay it was wrong okay so that's feedback that we need because um that's not true okay so when when something like this is wrong let me ask you a technical question here uh sunny um why is it wrong why is it not getting this right because a human can get this right is the language model yeah is it the extension is it the data set is it reinforcement learning why would he get this wrong this seems like very simple yeah so there uh there's a couple of reasons let's break it down um so first thing is these models are uh you know through their reinforcement learning have been taught to, you know, always provide answers because telling a human no, when they were being trained, they learned that when they tell a human no, the human doesn't like it.

32:23So they always try to give an answer. That's part of it. And that's why they very rarely say, I don't know. Okay. Then what happens is it's in this particular case, it's a limitation of, you know, and I don't know this 100%, but I'm pretty willing to guess given, you know, knowledge of like APIs, that type of search that we're asking for it to do. It's a limitation of the Google search, the YouTube search API, it doesn't let you search by year by top, because the API just doesn't exist. And think about that yourself, Like if you're in YouTube and you're sorting by search, there is really no option to say, show me by year, right?

33:09You have to kind of go by view or by year and then do like a secondary work yourself. And it just hasn't, they haven't given it the ability to understand how to manipulate the API results to get that answer. So it's a kind of a combination of those two things that are leading to that limitation. Interesting. thing uh because i just asked it what which youtube channels have the most subscribers and views yeah and you know it's i don't know how correct this is but it says here are some of the youtube channels with the most subscribers mdm mr beast the most subscribed i mean i don't think this is correct i think it's getting this mdm has 606 000 subscribers it's not even close Yeah, yeah.

33:53I don't know where it's getting that. It's not actually getting that from YouTube. Yeah. Hey, everybody. Today, I'm joined by Roots CEO, Dan Dorfman. Dan, welcome to the show. Thanks for having me, Jason. Tell everybody here in the audience, what is Roots? And what makes it different than the other real estate investing platforms? I'm a complete neophyte. Roots is a REIT with a little twist. Sorry, I had to do it. We are the first real estate portfolio that we know of that builds wealth for both our investors and our residents. and we've created a unique win-win model that creates partners and not tenants.

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Like I said, I think as an early release and as the examples that they provide, so if we switch back for a quick second, when you're looking for the content, I think it does a good job. when you're looking for kind of numerical answers this is where you know to be honest where like definitive actually comes into the picture because we help llms with kind of numerical information and reason through that and then kind of provide that um you know alongside the information that may exist and so you know maybe uh we can work more closely with google on this and come up with some yeah so i'm gonna go ahead and just say to google uh yeah c plus you know like congratulations but i'm giving them a c a c okay i'm just giving them a letter grade of a c because i want them to work a little bit harder here but i guess they just want to show they're in the game and that these things will be connected and and this to me reminds me of like a blocker strategy with consumers microsoft used to do the same thing when lotus notes was getting a lot of steam microsoft and it was called vaporware back in the 80s and 90s 90s really they would microsoft would launch vaporware it didn't exist but they would announce hey we have a lotus notes product coming it's in development it's called project you know armadillo or something they would come up with some super name and what that was designed to do was to freeze the market freeze developers freeze enterprises from engaging with some new product so this that's what this reeks of for me is google saying just so you know if anybody was thinking about funding a startup in flights or hotels we got we're we're doing this we're in it we're in it we're in the game so don't think that we're asleep at the wheel this is a we're not asleep at the wheel move but sundar needs to get each of these people in a room on mondays google docs on tuesdays the youtube team they got to come to his office and they got to and sundar has to do these searches and say let's talk about how quickly these type of things are going to be fixed yeah but i could see this being the game changer of all game changers and this makes me think google searches franchise is in good hands i think you know this is going to increase revenue does it make the j trade list 100 i think google is going to be number one at language models i am convinced that google beats microsoft slash open ai that's my belief i don't think they beat them to the extent that google beat bing so if you want to look at success i think this could be more like a duopoly kind of android ios situation so i'm not saying they're going to dominate the market i think they're going to win you know if we if we were to look at you know the top five products in this space i think it's google microsoft and then after that i'm unsure who would be down that list maybe new entrance maybe apple gets their act together and buys claude or something and makes it the siri team that's what i would do if i was tim cook right now i'd be looking at claude ai or you know some other language startup that's got a good head start and i would say i would hire them and i would fire i would tell everybody who works at siri you now work for the team at claude or whatever yeah here's your new boss you didn't get it done but you keep your job and now you work for this person and then i would fire whoever's running siri so siri should have been this and then i same thing with amazon yeah if i if i'm like so yeah i mean it's an embarrassment that siri and alexa didn't get this done so if i'm amazon i'm looking for a 10 billion dollar purchase in ai you know one to 20 billion whatever it is find the best team buy them and put them in charge of alexa and now you're hey let's say it was the clod team who else would be in this in this category of language models that have good teams yeah i mean like sort of i mean there's also open source models out there but like if you want it you know those are you're not gonna be able to buy but you can build off of it but i would say like the ones that cohere is a big one clod is a big one right yeah you know all the people that created the transformer technology they all are running one of these right and then i also believe exactly you know didn't read and mustafa from deep mind start one of these so like just there's three or four exactly there's three or four those are all gonna get taken out i think they all get bought by apple is far too behind on this yeah amazon is also embarrassingly far behind on this they got to catch up the fact that google is going to run away with us they should all be looking at this like they looked at mobile this is like year one or two of smartphones yeah you're one of yeah smartphones and all of a sudden we have two candidates for android and ios you don't want to you know like somebody here could be blackberry somebody here could be docomo like the the race has not been uh the race just started so get your butts in gear everybody let's talk about some of the other news stories uh congratulations on your c c plus uh you did something to the team at i give it a b you know i say yeah because look you know a year ago we weren't getting early products like this we haven't got early products from google in a long time and we have this like innovation is doing what we wanted to do where competition is forcing us forcing big companies to move fast release things that are not quite perfect yet and uh you're grading it on google's previous performance of being slow to the party correct so on a google scale b okay sure i'm giving it a market score of c you're giving it a google score of b yeah yeah somewhere so b minus c plus is where the truth is which feels about right i'm maybe i'm being too pessimistic here uh this microsoft copilot is going to roll out starting september 26 this is going to be available in windows microsoft 365 edge bing and this is going to work as it's like a standalone app but you're going to also be able to right click on stuff and this reminds me of notion and codas implementation and grammarly's implementation of language models you're in the app the co-pilot's there you highlight something you ask a question but uh this feels to me like uh a game changer am i right or wrong yeah i read a tweet this morning that said like microsoft seemingly looked at all the great ai stuff for the last two years and basically has put it all into their products right either through the relationship with open ai or this co-pilot where it's a co-pilot for everything So in the same way that we're playing around with Bard here, their approach, because they don't have access to, you know, all the same services, they don't really have like a, you know, a map service that's as widely used and like a video service that's as widely used.

42:31their entire approach here is to build a co-pilot for everything that's running as like a chat so like funny enough full circle for them it's like clippy uh you know but reimagined for 2023 2024 where alongside anything you're doing you have access to a co-pilot and they're not limiting it to um you know websites or data they're trying to make it like a generalized co-pilot for all tasks That's what's really incredible. I think we got through the news stories, right? Do we miss anything in the news? There was one more, which is YouTube is, and, you know, we don't have the demo, but we can, we can pull it up.

43:12YouTube is made available. And I have like the screen share here. So let me pull that up for us. YouTube has made available this editing app for creators that also has AI. so it'll allow you to uh you know some of the features that we've been demoing they've made those available so you can say you know hey create like a video of a panda doing this and so if you can create a short and so yeah and so so this is interesting here yeah go ahead no no as you say a panda drinking coffee so if i you know was a comedian i could make this video put my joke on top of it right yes or you know they do that face overlay thing exactly this basically shortens the time between publishing and creation uh in the same way that filters did on instagram right you could put a filter on instagram and you didn't have to open up photoshop and take the extra 10 minutes to do that so this is strict super brilliant yep it's really good i think that's So you have basically two groups of people at YouTube.

44:23One's making the extension. One's making the creator tools. Brilliant idea. Yeah. And I think that's going to, you know, if I put something out there, I think YouTube shorts will surpass TikTok and Instagram reels. Interesting. Yeah. So I'll show you this next one that I really like that you did. Let me share my screen here. Can I add one thing here on the YouTube? Yeah, go ahead. So recently, and I just mentioned this because I've been noticing this. So what YouTube is doing, and I don't know if we're a partner account or something or why they're doing it to our account specifically, but when you, so right now you're looking at the YouTube studio backend for an episode.

45:04This is an episode we recently released with the founder, Will Kane, his company's Avnos, and they're basically building hybrid direct air capture boxes that take CO2 out of the air and then convert it into water. Awesome. It's carbon capture, essentially. Yep. Yep. What they did was we had a title. So you could see right here, I'm highlighting the title of the episode and it's not doing it right now. And it's only done it to like one out of every 10 videos that we've done over the last couple of weeks. But in the bottom corner, it says, oh, here's an AI punch up for your episode title. And this was the punch up that they gave us.

45:37So originally it was like, how HDAC, whatever, some title that isn't as catchy. And it gave us, look at the path to reaching net zero with Abno CEO, Will Kane, which I thought was much better and much shorter and tighter. And I was really impressed, but it's odd because it doesn't do it for every episode. It does it for like one in every 10 or 15. And it just happens. It'd be testing it. Yeah. And I think the other thing we saw was Zoom this week added summaries. So if you're in Zoom, meeting summary is enabled. A temporary transcript is being generated for this feature. So while we're on this call it's going to make a summary and i used it this week three or four times um and then it emails you the summary when you're done and for a couple of investment meetings that i took this week with startups i can send that summary to the other people who are helping make the decision and it was unbelievably accurate nick you want to speak to uh we did it for all in two by accident um yeah and the summary was fantastic if you were to if you were to give it the summary on a scale of one to a hundred a hundred being somebody who graduated at ivy league school summarizing it for two thousand dollars and taking two days where would you put this on one to a hundred it's it's an 80 it's it's better than someone who is a bad writer would do a worse job than the summary like a human being that's like an okay writer would do it so it's a b to give me some b b plus something like that in the 80s yeah i was gonna give it like exactly an 85 to 90 right now, 88.

47:10It was so good that it's better than most writers I've worked with in my editorial career. I was shocked. What's really surprising about it is, and John and I were talking about this before, it's actually better than when we'll transcribe, we were doing this ourselves. We would transcribe meetings, put it into chat GPT and say, hey, please summarize this for us. It is far better than that. It's killing chat GPT. I don't know if it's Zoom using its own model or if they're no no here's here's the secret i don't know which model they're using i assume they're using an open source one because they don't want to be dependent and have to pay because this would get very expensive very quick i think if they were using chat gpt even with the decline in costs i think the reason they have an advantage is because they know each of the meeting participants log it in their video stems and their audio stems so it doesn't have to guess that i'm talking right now because it knows that i'm talking right now because it's jason calicanus is logged in and Sandeep Madras in.

48:04Now, John said, sometimes it mixes up who says what, but I think that's going to be their huge advantage. Yeah. I've seen that happen as well. But the only time I saw that happen is when you don't give the context for the person that you're talking about. So like John and I were talking about Jason earlier before he joined the call, but we didn't mention him by name. I was just like, oh, he's going to be on in a minute. So then when Zoom says that, it's like, oh, they refer to you as he instead of Jason. Right. So it can get a little bit confused if you're talking about something or someone that's not actually present in the meeting or that you're not giving them like a name.

48:36But it was one of the first products that I've seen that actually made me like say, wow, in a while in the AI space. Yeah, it's really good. And again, it's year one. And also in meeting, I'll just can add one thing to it. We used it this week. And like, you can also go back and say, hey, what did that person just say? and you can go back to you know if you have a little bit of a longer meeting i thought that was super useful too yeah so let me uh show you this thing that you uh gave me where you upload an image uh let me just share my screen here i thought this was like the most interesting demo um i could see this being super powerful for e-commerce being built into shopify and squarespace pretty quickly yeah so if i share my screen just want to sell your stuff right it's just like how much pain you know exactly right like it's the only reason you don't do is you want to write the whole description but this is well here i uploaded this image i have this uh i'm you know i'm in love with anchor products if you pay nk er my favorite products i uh and they have this little tiny cube it's literally the size of a smaller than the baseball and it flips up and this little slide comes out of the side for your watch your phone and then underneath that phone the flat top of the cube you can put your airpods if you have the chart inducting charging ones all right so very simple i upload uh an image here the screenshot it puts in uh and it figures out that this is this anchor thing and i say describe in a sentence or two by the little green thing on the bottom is my grammarly so don't worry about that shout out to my friends at grammarly uh ceo is just on the pod it charges your iPhone watch and AirPods in one tiny sexy cube then I say generate there you go and it will and it starts writing introducing the Anchor 3-in-1 cube with MaxAid this innovative charging cube is designed to make your life easier and more efficient with its compact size and sleek design it's not just practical but also pleasing to the eye this incredible device allows you to charge your phone your iphone apple watch and airpods all at once eliminating the need for multiple chargers cluttering up your space say goodbye to tangle course and a load of streamlined charging experiences i mean come on like literally this is absurd no more lugging around multiple chargers when you're on the go with advanced temperature control features i mean give me a break and now you just boom put this on ebay So I think for people who, let's say you were reselling this, let's say I was just trying to clear out old electronics, like boom.

51:13And so this needs to be built into eBay, but obviously this third party is doing it. And this is absolutely fantastic. Once again, a$30 an hour job is gone. Yeah. You literally could be like a person who speaks English as their third language and do this, right? You could do this offshore in a country where the person isn't even native or speaks broken English, or I could probably do it in broken, you know, Spanish or something. We're getting to the point where we're going to eliminate every 20, 30,$40 an hour job for a writer or researcher. It's just all, it's done, folks. It's done. I'm telling you.

51:55And I think it does a good job for like the kind of recycling economy too. Like there's so many things that don't get sold because the buried entry to writing that description was too much. And now if it's just image, you know, it should very quickly, those guys should be able to change it so that it can even give you like a short description on its own. And you can say regenerate a couple of times and then push one button, publish it out. I think we're going to see that super fast. uh the other one i thought was really good was um you uh showed me that you could uh do this sec insights can you show sec insights now i don't think it has every 10 q in it because i'm trying to find uber in here and it only has like a handful of companies in the database you gotta pick from does it not have uber doesn't have uber but it has apple and meta and amazon so So where do you want to start?

52:50Amazon? Yeah. So let's, okay, let me, let me pull mine up here. Yeah. I've got it. And you can pick which quarter you add it. Boom. And I guess. Exactly. So I can start my conversation. So you can start your question about Apple. So why don't you ask it? How does, how is the services business going?

53:16And let's see. Because that's a thing that, you know, as people stop buying, you know, the latest iPhone, I was just tweeting the other day that I'm now skipping a generation. I went from 13. I just, oh, you're not getting the USB-C. No, I am. But I didn't get 14. Oh, got it. Because I knew USB was coming. Yeah, yeah, yeah. So I have the 13 Max Pro. I'm getting the 15 Max Pro with USB-C. Strictly for the plug. I'm literally buying a$1 ,700 phone. I buy the highest memory. And I feel like an idiot. but i feel better because i skipped a generation i'm getting 600 traded in so net net it's a thousand but yeah so it's generating a bunch of sub queries that's interesting so it must have asked the llm what are the questions you should ask yeah it is so that's an interesting approach that's a very meta approach what is the revenue of apple services business what is the net income of apple service what's the growth rate of apple services business it's having to do all these sub queries yeah because we said how is it going right so that's such a it from that it has to um and here we go oh here we go okay so it's still generating so maybe wow this is pretty crazy yeah uh the revenue for apple source business boom yeah so it just takes you to the 21 billion yeah right yeah and then so it gives you a summary and then it gives you the links to it this is super yeah this is what you would ask an analyst here's the growth rate right eight percent and revenue is 21 billion and it doesn't know the net income so it's kind of working through it but it's it's interesting and you know this is what we're all going to have very soon for all our documents right in the same way that you can do it for these structured ones yeah so then the question becomes who wins the day would you do this on bard or chat gpt four or five and it gives you the right answer or does the sec build this into their website or is there a you know five hundred dollar a year service or bloomberg adds it and it's really fine-tuned and i think it's going to be like the choice you can use a free word processor online you can use free project management online or you can use asana base camp monday you know like really industrial well i would say monday and asana the industrial strength project management tools or you could use one that's you know a little more lightweight i think base camp is the lighter weight simpler version or you can use notion and coda templates or you can find a word or google doc or an excel template right yeah there's 10 different ways you'll be able to do it i think there'll be 10 different ways to use this ai and it depends on how industrial strength well and it did give a summary after it was done and so we were kind of checking it in progress here and and i'll just read it out to everyone says the services business for apple in uh you know 2023 q3 generated 21 billion with a growth rate of eight percent of the previous quarter that's yeah exactly um unfortunately the net income and operating margin are not provided in these documents which they don't break it out perhaps and the market share is not compared yeah yeah yeah um And this is so I just want to build on what you just said.

56:30This is where like this is obviously purely off this public document, but this is where I think there'll be different level of services. And the way to think about this is Yahoo Finance versus Koi Fin versus Bloomberg. And so depending on your sophistication level, you know, you probably start with Yahoo Finance or Google Finance because it's free. And then you can move your way up to Koi Fin, which I don't know if you've used it at all. jay cow um what is kofen oh yeah it's like a mini bloomberg it's it's free uh it's free and then uh they have some pricing depending on like you know uh is it a desktop do you want no no it's all web-based it's just uh i have it up here right and so it's all just web-based and so if you want to go yeah and um and if you know it gives you like two years of financials estimates, but if you pay 35 bucks a month, you get 10 and then you get some additional information as you go to pro.

57:26So look, it goes from zero to 35 to 70. And it's, it's really incredible. It's, it's you know, it's much better than Yahoo finance. It's not Bloomberg, but Bloomberg is also, you know,$2 ,000 a month, right? Give or take. And so I think we're going to see the same thing emerge in this space. And this is a great tool. I don't know if you're using it or not but you you could use it for the j trading portfolio uh and it does it's really really great awesome yeah wow this is fantastic yeah shout out to our friends at uh koi fin i'm going to start trading a little bit more actively now um i kind of built up my portfolio but uh now that it's the end of the year and i feel like i'm satisfied i'm going to clear out some losers to get those tax lost harvesting i'm going to sell some winners so i net that out i guess the profits or whatever um i gotta i gotta figure out the tax treatment of losses can you carry over stock losses to the next year how do i get the answer to that question i got well you know i've never been an active trader so if i lost a hundred thousand on a trade yeah and then i can i take those losses against a trade the next year that had profits in other words i sell a hundred thousand in uber shares next year but i lost a hundred thousand on my disney shares this year what happens i don't know what the carryover time frame is we should get advice or ask you know one of these things we're doing but what i will say is uh you can't buy it back that's called wash trading right so there's some limits in how fast you can buy it back oh yeah that makes sense right so you can't take the loss and then buy it back yeah you have to wait a time period like 90 days or you know that's interesting but that makes sense because let's say i lost 100 000 on my disney trade i sell yeah yeah and then let's say i had some profitable private company like robin hood i sell a hundred thousand of my robin hood i don't pay tax on that it's a wash yeah but i still want to own that disney disney i just buy it again you know next year yeah uh and i'm buying it at 80 a share instead of when i bought it at 100 a share because i still believe in disney i think they're gonna get sold and you know i think it's gonna work yeah yeah so there's some time limits which i'm not an expert on but uh neither am i look it up all right listen this has been another amazing episode.

59:36Thank you so much to Sunday Madra. Everybody check out definitive intelligence. And yeah, let's do an AI. We should do like an AI meetup or conference kind of thing based on this like this week. Yes. AI demo day or something. You got that beautiful office there I see behind you or something. Yeah, do a meetup or something. All right, we'll see you all next time on this week in startups. Bye bye.