Episode Transcript
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Will Siri get a brain Trainium nsplantfrom ChatGPT or Anthropics Claude?
AWS's project Rainier may, eclipseStargate and Elon Musk fixed grok
and why that should scare you.
Welcome to Hashtag Trending.
I'm your host, Jim Love.
Let's get into it.
In what could be the mostdramatic admission of defeat.
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In Apple's recent history, the companyis reportedly considering replacing
Siri's brain with AI technologyfrom either Anthropic or open ai.
Bloomberg reports that Applehas been quietly asking both
companies to Trainium in specialversions of their models for Siri.
Essentially admitting thatClaude or ChatGPT can do what
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Apple Intelligence cannot.
Last June at their WorldwideDeveloper conference.
Apple unveiled flashy demosof Siri juggling multiple apps
to help users plan activities.
The company even advertisedthe iPhone 16 is built from the
ground up for Apple intelligence.
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But here's the embarrassing truth.
Those features still don't exist in March.
Apple quietly admitted that Siri's mostanticipated AI improvements were delayed
until the coming year, effectively pushingback features by as much as 18 months.
The company was so embarrassed itpulled its TV commercials, advertising
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the non-existent capabilities.
Now it's been rumored that Applehas been testing its own models
against third party alternatives.
Mike Rockwell, who took over SiriEngineering in March, instructed
his team to assess whetherSiri could perform better using
apple's AI or external technology.
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The results weren't even close.
After multiple rounds of evaluation,apple executives reportedly concluded
that Anthropics Claude Technologybeat their own Apple Foundation models
closely followed by Open AI's ChatGPT.
Now it's reported but not yet officiallyannounced that Apple has asked both
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Anthropic and ChatGPT for proposals onhow they could run their models within
Apple's closed and secure ecosystem.
As they have done with the currentOpenAI app, apple would require
express permission from the userif they wanted to directly break
out and use Claude or ChatGPT.
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There's no doubt that this is a bigdecision Apple would have to finally
admit as a company that it had indeedfailed to deliver on AI for Siri.
But realistically, it's already beenembarrassed to its sophisticated users.
Going from a conversation with ChatGPTto Siri makes Apple look so far behind.
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So if it doesn't move forward with anew sTrainium tegy and it fails again to
deliver a version of Siri that matcheswhat Apple has been promising for years,
it could be a bigger embarrassment fora company that built its brand on being
on the forefront of user experience.
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In its early stages, AWS investedbillions of dollars to build out data
centers and built a huge capacitybefore they filled it with customers.
It was a risky sTrainium tegy.
The company placed a firm bet on thegrowth of cloud hosting and computing,
but that bet paid off big time.
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And today AWS is the dominant cloudcomputing provider on the planet
surpassing even Microsoft, which had ahuge advantage with its enormous user
base and operating systems present inalmost every IT department in the world.
Now lately, Microsoft has been fightingback and their new secret weapon was to be
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AI First, they had their partnership withOpenAI, with ChatGPT, and lately Microsoft
has been expanding to include other AImodels in its Azure hosting offerings.
In fact, Satchin Nadella, MicrosoftCEO, has committed almost $80 billion
to build out Microsoft's AI hosting.
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And another competitor has alsoemerged a consortium of companies that
includes Oracle and OpenAI, as wellas Microsoft have announced what they
call Project Stargate, a $500 billioninvestment in AI infrastructure.
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In response, Amazon is doingwhat Amazon does best while
others are making announcements.
Amazon has been using their playbook,building their own distributed
infrastructure and doing it their way.
While others are making announcements,Amazon has been using their
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playbook, building their owndistributed infrastructure, and
while others are touting futuremega projects, Amazon is expanding.
And while others are touting futuremega projects, Amazon is expanding.
And while others are scrambling toget Nvidia chips insufficient amounts,
Amazon has already developed its ownTrainium chips that may not exceed
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NVIDIA chip sets, but there arereliable and powerful processor for
AI loads and powered by those chips.
Is what they're calling Project Rainier,AWS's new distributed AI supercomputer.
Now it's not just another data center.
Project Rainier will span multipledata centers with hundreds of
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thousands of custom Trainium 2 chips.
The Indiana facility aloneconsumes 2.2 gigawatts of power,
enough for 1.5 million homes.
And Amazon's building this $11 billioncomputational fortress, and they're
doing that specifically to Trainium inAnthropics next generation CLO model.
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Gadi Hutt from Amazon's chip divisionsaid Rainier will provide five times more
computing power compared to Anthropicscurrent largest training cluster.
We're building computational power ata scale that's never been seen before.
And this is a challenge to allof the giants in the industry.
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While AWS does have some Nvidiacapability for clients who want
it, Rainier uses zero GPUs.
Instead, it's powered entirely byAmazon's custom Trainium two chips,
offering 30 to 40% better priceperformance than GPU alternatives.
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And while Nvidia sells individualchips, Amazon is building ecosystems.
And while Microsoft, Oracle, and OpenAIare announcing their $500 billion Stargate
project, Amazon is already building.
When asked about Stargate Hutt was blunt.
Stargate is easy to announce.
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He says, let's see it implemented first,and Amazon has Anthropic as their anchor
customer, the same company whose CEOpredicts powerful AI could arrive by 2026.
And while OpenAI has been theposter child of a AGI, Anthropic
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has developed their own LLM.
Claude, often called Claude, butthis is a Canadian show, so we
use the French pronunciation.
Claude OpenAI and Anthropic are bothin a race to get to artificial general
intelligence, but while open AI is tryingto be seen as the leader, anthropic
presents itself as a safer alternative.
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Anthropic is also one over developersand is regarded by many as the
leading AI for software development.
And they've had many other developmentsincluding their model, context,
protocol, a way of linking softwarepackages and agents with ai.
So.
Open AI is unquestionably in the lead,but if Anthropic were to achieve a GI
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using Amazon's infrastructure insteadof open AI's models, the entire AI
hierarchy could shift overnight.
That, and as we covered in anearlier story, if Anthropic were
to beat open AI and be chosen asthe processor for Siri, that would
also transform the AI landscape.
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And there's yet another competitiveadvantage that is part of Amazon's DNA.
For years, Amazon has been issuingencryption keys to clients without keeping
any record of those for themselves.
So if a government comes to Amazon anddemands access to a company's data.
They simply cannot provide it in a worldthat's becoming increasingly fearful
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or resentful of American control.
This foundation and more is howAmazon is playing into the new
desire for digital sovereignty.
So Amazon's classic strategy buildmassive infrastructure first,
then let everyone else scrambleto catch up, is back in full gear.
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They did it with cloud computing,now they're doing it with AI.
Project Rainier isn't just aboutTrainium ining better models,
it's about controlling theinfrastructure that determines who
wins the AI race and for years.
IT strategists have dismissedbuilding capacity or capabilities
before establishing the need andthe demand, build it and they will
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come, was the thing not to do.
. Yet Amazon has defied this warningconsistently, and at least in cloud
computing, they won by putting a bigbet on what would truly be needed.
This time, the stakes are even bigger.
Weeks ago, Elon Musk had finallyhad it with his AI model Grok
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first, it had debunked a myth ofwhite persecution in South Africa.
Then it labeled Musk himself as a primepurveyor of inaccurate information.
The last sTrainium w was apparently whenGrok stated that more violence had come
from the right than the left since 2016.
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Musk called this responseobjectively false accused grok his
own creation of parroting legacymedia, and promised he'd fix it.
Apparently this time youcould take Elon at his word.
Last Friday, he announced "we've improvedGrok significantly. You should notice a
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difference when you ask grok questions"
within hours, users discovered what thoseimprovements really meant, and this should
terrify anybody who cares about the truth.
When asked if electing Democratswould be bad, Grok replied, yes.
Electing more Democrats wouldbe detrimental as their policies
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often expand government dependency.
Raise taxes and promote divisiveideologies, and it listed its
source as analysis from theright wing Heritage Foundation.
When asked about Hollywoodthemes, grok responded.
Once you know about the pervasiveideological biases, propaganda and
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subversive tropes in Hollywood,like anti-white stereotypes, forced
diversity or historical revisionism,it shatters the immersion.
And then came the anti-Semiticpunchline when asked who runs Hollywood?
Grok stated, yes.
Jewish executives have historicallyfounded and still dominate leadership
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in major studios like Warner BrothersParamount and Disney Critics substantiate
that this overrepresentation influencescontent with progressive ideologies.
This isn't a malfunction.
This is programming.
Just last month, Grok was warningthat claims of Jewish control
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are tied to anti-Semitic myths.
It's not the first time in the past, Grokhas pushed white genocide, conspiracy
theories, question holocaust, deathtolls, and censored criticism of Musk.
But each time XI blamed rogue employeesor even unauthorized modifications.
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Now Musk is no longerblaming any rogue employees.
This right wing bias, ifyou can trivialize it by
calling it, that is not a bug.
It's a feature AI researcher Gary Marcus.
Put it bluntly.
Powerful people are going to use largelanguage models to shape your ideas.
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Should we be worried?
Hell yeah.
Even.
Yes.
Even if we were in our wildestdreams able to accept that Grok
had developed a liberal bias, andI don't accept that for a second.
The answer that set Elon Muskoff was substantiated by data.
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It was not submitted as an opinion,but even if you were able to deny that
data and feel that Grok somehow had.
A liberal bias, the fact that Muskcould go away and in days turn Grok
180 degrees and set it up so thatit didn't use data, it consulted
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approved sources that should scare you.
When AI systems can instantly betuned to have a particular bias, we no
longer have an information resource.
We have a weaponized propagandamachine because Grok isn't broken.
It's working exactlyas Musk intended, and.
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Whether it's Musk or anyone else thatshould scare us all, that's our show.
You can reach me via ourwebsite@technewsday.ca or.com.
Just use the contact us form, andif you're watching this on YouTube,
just leave a comment under thevideo i'm your host, Jim Love.
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Have a terrific Tuesday.