Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:01):
Welcome to Discover
Daily by Perplexity, an
AI-generated show on tech,science and culture.
I'm Alex.
Today we're exploring how a newAI model is shaking up the
energy industry.
But first let's look at whatelse is happening.
Google has just made its Gemini2.0 AI models widely available.
(00:25):
The lineup includes Flash Proand Flashlight, each designed
for different use cases.
Flash, now generally available,offers low latency and enhanced
performance with a 1 milliontoken context window.
Pro, an experimental versionexcelling in coding tasks, is
(00:47):
available to Gemini advancedusers.
Flashlight is introduced as themost cost-efficient option
currently in public preview.
Users can access Gemini 2.0Flash through the Gemini app on
both desktop and mobileplatforms For those seeking
advanced capabilities.
(01:07):
The experimental Gemini app onboth desktop and mobile
platforms For those seekingadvanced capabilities.
The experimental Gemini 2.0 Prois available to Gemini Advanced
subscribers.
The app now offers a modeldrop-down feature allowing users
to select the 2.0 FlashThinking Experimental version.
Developers can now use Gemini2.0 Flash for building
production applications throughthe Gemini API in Google AI
(01:32):
Studio and Vertex AI.
This comes with higher ratelimits and simplified pricing.
The new release represents asignificant step forward in
Google's AI capabilities, withimproved performance across
various tasks and use cases.
Google plans to introduceseveral new features to Gemini
(01:59):
2.0.
Bi-directional voice and videointeractions and advanced
spatial understanding forgenerating dynamic
representations of 2D and 3Dlayouts.
The company is also focusing ondeeper integration with its
ecosystem and sustainabilityinitiatives to reduce energy
consumption.
(02:22):
Moving on to our next story, therelease of Hot Tub, the first
native porn app for iPhones inthe European Union, has sparked
controversy.
This app challenges Apple'sstrict content policies under
the EU's Digital Markets Act,which requires the allowance of
third-party app stores like AltStore.
Hot Tub functions as anaggregator, allowing users to
(02:46):
search and stream videos frompopular adult websites.
It offers features like ad-freebrowsing, built-in search
functionality and customizablecontrols.
The app's independent developer, known as C1Day3R, designed it
to provide a more secure anduser-friendly experience for
accessing adult content on iOSdevices.
(03:08):
The EU Digital Markets Act,which came into effect in 2024,
has played a crucial role inthis controversy.
It compels Apple to allowalternative app stores on iOS
devices in the European Union,aiming to promote competition
and reduce the dominance oflarge tech companies.
This has created tensionbetween Apple's content
(03:32):
standards and the EU's push foropen digital markets.
Apple has strongly opposed therelease of Hot Tub, expressing
deep concern over safety risks,particularly for children.
The company emphasized that itdoes not approve of the app and
would never offer it in its appstore.
Apple maintains that it's beingforced by EU regulations to
(03:56):
allow the distribution of appslike Hot Tub, despite concerns
about user safety.
This development marks asignificant shift in iOS app
distribution, particularly inthe EU.
It challenges Apple'slong-standing content
restrictions and raisesquestions about user safety and
parental controls.
(04:17):
The situation could lead tofragmentation in the iOS app
market, with different contentavailable in the EU compared to
other regions.
(04:37):
Now let's dive into our mainstory of the day.
Deepseek, a Chinese AI startup,has introduced its R1 model,
which claims significantimprovements in energy
efficiency compared to existingsystems.
To existing systems.
(04:58):
This breakthrough has triggereda significant sell-off in
energy stocks and is challengingassumptions about AI's growing
energy demands.
The DeepSeek R1 modelrepresents a significant leap in
AI energy efficiency.
It requires only 2,000 NVIDIAchips and less than $6 million
worth of computing power.
While initial reports suggestsubstantial energy savings
(05:21):
compared to similar USAI systems, it's important to note that
these efficiency gains might bepartially offset by higher
energy intensity during responsegeneration due to the model's
chain-of-thought approach.
Response generation due to themodel's chain-of-thought
approach.
The model's efficiencychallenges the prevailing
(05:44):
narrative of AI'sever-increasing energy demands,
potentially reshaping thelandscape of AI development and
its impact on global energyconsumption.
The announcement of DeepSeek'senergy-efficient AI model
triggered a significant sell-offin energy-related stocks.
Texas Pacific Land saw a 7.7%drop, while EQT and Antero
(06:07):
Resources declined by over 9%.
Independent power producerswere hit particularly hard, with
Constellation Energy plunging21% and Vistra dropping 28%.
This market reactiondemonstrates how heavily the
energy industry had been bankingon AI-driven demand growth.
(06:27):
Deepseek's innovation hasdisrupted plans for energy
infrastructure expansion.
The need for expanding datacenter capacity and associated
energy infrastructure may besignificantly reduced.
Pressure on power grids couldease, potentially reducing the
need for grid expansion projects.
(06:48):
Demand projections for naturalgas, previously expected to be a
primary fuel source forAI-related power generation, are
now uncertain.
The investment case for nuclearpower, including
next-generation small modularreactors, may be weakened as
AI's energy demands arereassessed.
(07:09):
On the flip side, lower energyrequirements could accelerate
the transition to fullyrenewable energy sources.
For data centres, requirementscould accelerate the transition
to fully renewable energysources for data centers.
Companies involved in naturalgas pipeline operations face
uncertainty as projected demandgrowth is questioned.
The future of AI energyconsumption remains uncertain.
(07:31):
Current estimates suggestAI-driven data centers could
account for 12% of USelectricity demand by 2028,
though this projection may needrevision if more efficient AI
models become widespread.
However, the realization ofthese energy savings depends on
(07:51):
widespread adoption of moreefficient AI models.
Mass switching from existing AIsystems to more efficient ones
like deep-seeks is necessary forsubstantial changes in
electricity demand.
The integration of AI in energymanagement could lead to
further efficiencies, with AIoptimizing energy distribution
(08:13):
and consumption across grids.
Renewable energy adoption indata centres may accelerate as
lower energy requirements makeit more feasible to operate
entirely on solar and wind power.
The impact on energyinfrastructure planning remains
uncertain, potentially slowingthe development of new power
(08:33):
plants and transmission lines ifAI energy demand growth is less
than anticipated.
We'll see how other AIcompanies respond to DeepSeek's
innovation and how energycompanies adjust their
strategies in light of thesedevelopments.
(08:57):
That's it for today.
Thanks for tuning in.
Don't forget to subscribe onyour favorite platform For more
info on anything we coveredtoday.
Check out the links in ourepisode description and don't
forget.
You can now access Perplexity'sAI-powered knowledge base on
the go with the mobile appavailable for both Android and
(09:19):
iOS.
There's also the Perplexitydesktop app for macOS.
In other Perplexity news, thecompany has launched Sonar and
Sonar Pro APIs enablingdevelopers to integrate
real-time AI search capabilitiesinto their applications with
(09:39):
unparalleled factual accuracy.
The new offering stands out forits affordability and advanced
features, including double thecitations of standard search and
the ability to customizetrusted sources, with companies
like Zoom already leveraging thetechnology to enhance their
video conferencing platform.
We'll be back with more storiesthat matter.
(10:04):
Until then, stay curious.