Final week, I talked about Nvidia’s staggering $44 billion quarter, and the way it was pushed nearly completely by demand for AI infrastructure.
However I famous that the actual story wasn’t within the numbers.
It’s what CEO Jensen Huang stated about Tesla’s humanoid robotic, Optimus, and the way it could be the primary AI-native machine to realize scale.
That is extraordinarily vital when you concentrate on the place we’re within the arc of AI improvement.
As a result of it reveals that we’re shifting past chatbots into the period of real-world AI purposes…
And real-world augmentation.
Your Private Encyclopedia
Bear in mind when studying about polar bears meant flipping by an encyclopedia?
These days are over.
Immediately, AI can offer you real-time info with only a photograph or a query.
As an example, I just lately used ChatGPT to determine a mysterious bug nest in my yard.
Years in the past, I would’ve fallen down a YouTube rabbit gap attempting to determine whether or not this bizarre nest was about to hatch one thing out of Stranger Issues.
Now, I can merely level my telephone at it and ask ChatGPT what it could be.
That’s precisely what I did. And in mere seconds it prompt just a few prospects. It even informed me which insect species are frequent in subtropical coastal areas like mine…
And which of them to fret about if I’ve pets.
However that hardly scratches the floor of what AI has helped me with just lately.
I’ve used it to match the worth of an umbrella at Costco to different choices.
AI has given me perception into my pet’s quirky behaviors…
It has even helped me perceive my dad and mom’ medical circumstances.
That is why I’m so bullish on AI. As a result of it is aware of means greater than even one of the best encyclopedia set. And since you’ll be able to carry it with you, it removes the friction between curiosity and information.
However within the coming years, I consider each hint of that friction will ultimately go away.
Right here’s what I imply…
For the reason that web growth of the Nineteen Nineties, expertise has more and more turn into an extension of our considering.
And as AI begins remembering prior conversations, like the newest launch of ChatGPT does, it’ll turn into much more like a digital assistant that helps us navigate the actual world.
Proper now, although, AI principally lives in your display.
However I consider that the following wave of useful AI might be wearable.
Google tried this with its failed Google glasses.
Meta sells its personal smartglasses, though its performance continues to be considerably restricted.
And final yr, OpenAI-backed startup Humane launched a wearable AI pin that was meant to be clipped onto your shirt.
Supply: Humane
This tiny projector and voice assistant was designed to cut back your display time whereas supplying you with real-time solutions and help.
It was a daring concept… however it was a flop.
However that doesn’t imply wearables are a nasty concept.
It simply reveals you that these preliminary makes an attempt at wearable AI are certain to get higher. Consider them just like the precursors to smartphones that had been the scale of bricks…
Supply: Motorola
They had been useful, however not that sensible. However the iPhone modified every little thing.
Luckily for us, the iPhone equal for AI wearables ought to be right here rather a lot quicker.
A number of weeks in the past, Open AI’s CEO, Sam Altman, introduced a partnership with Jony Ive, who helped design the iPhone when he labored for Apple.
They’re engaged on a yet-to-be-announced AI wearable that’s rumored to see every little thing in its person’s lives. Altman has apparently informed his employees he intends to ship 100 million of those units.
And if his prediction is correct, it might be the beginning of a tidal wave.
Analysts estimate the wearable AI market will develop from roughly $21 billion in 2022 to over $166 billion by 2030.
Why? As a result of as a lot as we love our smartphones, they nonetheless trigger friction.
It’s important to cease what you’re doing, unlock your telephone and open an app.
Wearables take away that friction. In different phrases, the following era of private brokers will see, hear and reply to the world together with you.
However that doesn’t imply you’re handing over management to AI…
Right here’s My Take
One of many founding ideas of Burning Man is “radical self-reliance.”
It’s the concept that, with the correct instruments, we are able to form our personal expertise.
AI is turning into that sort of software.
It’s what permits a child with no coding expertise to construct a cellular app, or a mum or dad to diagnose a rash on their toddler’s arm at 2 a.m. with out having a WebMD associated panic assault.
It’s radical self-reliance powered by software program.
It additionally represents a future that’s robust for many of us to reconcile. In any case, for those who grew up with an encyclopedia on the shelf, you had been taught that studying meant trying to find information.
However AI flips that round.
Immediately, studying means figuring out what to ask and what to do with the reply.
AI is right here to increase us. And because the interface will get smarter — embedded in our wearables, our houses and our workflows — it’s going to allow us to be much more self-sufficient.
That’s why I’m not frightened of AI. And why I take advantage of it virtually day-after-day.
It doesn’t imply I’m turning into out of date…
I’m simply evolving.
Regards,
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