The AI Rundown - 06/17/24

Good morning and welcome back to this week’s AI Rundown by Lightscape Partners.

Last week in AI:

• Apple hosted WWDC 2024, where they finally outlined their AI strategy. In a shock to many, Apple announced it is partnering with OpenAI to bring ChatGPT to almost all Apple devices beginning with the next software release. Is Apple bending the knee in the AI race?

• Lots of new models were released last week, including a new text-to-video model that’s publicly available now. NVIDIA also released a new model to assist with data generation.

• OpenAI added an interesting member to their board in a move that seems to be redirecting their strategic plans going forward.

Our colleague at Bessemer Venture Partners, Janelle Teng, and her team released a phenomenal updated market map on AI infrastructure along with their updated opinions on the infra landscape. I highly recommend the article.

Skip to the bottom to see the new market map.

Otherwise, let’s get into it.

If you haven’t yet, please support the newsletter by subscribing!

“Apple Intelligence” in WWDC 2024

OpenAI and Apple announce a partnership bringing ChatGPT directly to devices. Link.

• Apple has integrated OpenAI's ChatGPT into its products, enhancing the capabilities of Siri and other applications. This integration aims to provide advanced generative AI functions across Apple's ecosystem, including iOS 18, iPadOS 18, and macOS​.

• A significant motivator of this partnership is Apple's commitment to privacy. Apple Intelligence performs more on-device processing to minimize the need for sending personal data to external servers. When data is sent to servers, additional privacy protections are in place​.

• Apple is making these AI features accessible to users for free, without requiring a ChatGPT account. Premium features are available to ChatGPT Plus subscribers. Apple also supports developers by enabling easy integration of these AI capabilities through existing frameworks like SiriKit

Apple Introduces Personalized AI in Secure Private Cloud. Link.

• Apple is developing a personalized AI system that operates within a private cloud to enhance user privacy and security.

• This system, integrated into their products, will allow for advanced AI functionalities while ensuring that personal data remains secure.

• By performing data processing within a private cloud, Apple aims to provide tailored AI experiences without compromising user privacy.

Models

Luma Labs releases Dream Machine, a new text-to-video model. Link.

• Luma introduced Dream Machine, an AI model designed to generate high-quality and realistic videos from text instructions and images using a scalable, multimodal transformer architecture.

• The model was developed with the support of Amazon Web Services' H100 training infrastructure, focusing on efficiency and scalability to unleash creative potential.

• Dream Machine allows users to create imaginative videos and will be available for free, aiming to enhance creativity without financial limitations

NVIDIA debuts Nemotron-4 340B, an open-source model for data generation. Link.

• Nemotron-4 340B includes three models: Base, Instruct, and Reward, all available under the permissive NVIDIA Open Model License Agreement

• These models are highly competitive and can run on a single DGX H100 with 8 GPUs using FP8 precision.

• Over 98% of the data used for model alignment is synthetically generated, demonstrating the models' effectiveness in synthetic data generation.

• NVIDIA is open-sourcing the synthetic data generation pipeline to support further research and development.

Google Unveils AI Model for Personalized Health Insights. Link.

• Google has introduced the Personal Health Large Language Model (PHLLM) to provide personalized health and wellness insights.

• This AI model is designed to interpret and analyze various health data points, such as diet, sleep, and fitness patterns, to offer tailored recommendations and insights.

• The goal is to empower users with actionable health information, enhancing their ability to make informed decisions about their well-being.

OpenAI

Ex-NSA head joins OpenAI’s Board of Directors. Link.

• NSA Director Paul Nakasone is reportedly joining OpenAI in an advisory role.

• His expertise in cybersecurity and AI applications will help guide OpenAI's efforts in enhancing AI safety and security measures.

• Nakasone's involvement underscores the increasing importance of AI in both commercial and defense sectors.

• Infamous whistleblower, Edward Snowden, tweeted “Do not trust OpenAI” after the announcement was made public.

OpenAI is considering moving to a for-profit entity. Link.

• OpenAI is considering changing its governance structure to a for-profit benefit corporation, shifting away from its current nonprofit board control.

• The move is inspired by structures used by other AI firms like Anthropic and xAI.

• The restructuring discussions are ongoing, and final decisions have not been made.

• OpenAI emphasized its continued focus on building AI that benefits everyone, with the nonprofit aspect remaining central to its mission.

Get up to speed on the current landscape

Bessemer’s AI Infrastructure Market Map. Link.

Thank you for reading the AI Rundown by Lightscape Partners. Please send any questions, comments, or suggestions to [email protected].