Senators Say "Shut AI Down", Mistral Forage, Pentagon AI, Google AI

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Welcome to the podcast.

I'm your host, Jayden Schaefer.

Today on this show, we're talking about some big news in the AI space.

Number one, Mistral is betting on a build drone AI.

They're taking on OpenAI and Thoropic in Enterprise.

Gary Tan has a Claude code setup, which is getting a lot of people triggered and a lot

of people love it.

The Pentagon is developing an alternative to Anthropic.

New reports have shown and BuzzFeed right now is developing what it's called, quote unquote,

AI Slop app.

So they're trying to do this to get new revenue.

Google has a personal intelligence feature that is expanding to all US users and OpenAI

is expanding their government footprint and seed dance, the AI video generated company

coming out of bite dance.

They actually are getting some serious heat from Congress, which is calling on them to

shut down over basically a lack of guardrails.

So we're getting into all of this on the podcast today, and we're going to do a deep

dive on the seed dance story in particular.

Before we get into all of that, I wanted to mention some huge news for my startup, which

is AIbox.ai.

We have just launched video on our platform.

So in the past, you know that you got access to over 40 of the top AI models all in one

place.

You could kind of chat with them in a playground.

We had image, text, and audio, and we have officially now added video.

So we have two models from bite dance, their seed dance.

We have the three different models from Google, VO2, three fast, and three.

We have two different models from OpenAI, including Sora 2 and Sora 2 Pro.

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So there's a ton of amazing video models that are now on Open or now on AIbox.ai.

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It's only $8.99 a month, and we have 20% off if you get an annual plan.

So I'll leave a link.

Let's get into everything happening in the news today.

So the first thing I want to cover is that Google is expanding their personal intelligence

feature.

They're doing this to all of their US users.

So basically they're pushing Gemini a lot deeper into the Google ecosystem.

And I mean, I thought it was, it was pretty embedded in there.

I've actually been impressed because I've been calling on them to do this for like over

a year now.

But basically they're going to let it personalize responses using connected data from your

Gmail, from your Google photos.

I think what's interesting here is it's not just kind of this premium user experience.

Google is going to widen distribution.

They're going to put this capability inside of AI mode in search and on the Gemini app

and Gemini in Chrome.

So it's off by default, but the product direction is very clear if you want to get that enabled.

I actually appreciate this is off by default because I do think while it's great and cool

and personal intelligence is awesome, I don't think everyone's going to appreciate having

their Gmail and their Google photos automatically opted into AI personalization.

Let's just say.

And the next phase of consumer AI is not just about better models, but it's about better

context.

We know, right?

If you if you give chat GPT better context on what you're asking it to do, AKA like if you're

trying to get it to write your article copy and paste an example of that article or a specific

type of document or file copy and paste an example, that context makes the output way

better.

I think Google understands this and the company right now that plugs into your email, your

files, your browsing, your history, your photos, they are going to have a massive advantage.

Which is something that you know, chat GPT had a big advantage because people kind of

use them at the beginning.

So it had all of that history and it could personalize answers based off of their past chat GPT

history.

Google has way more history and data on all of us for better or for worse.

And I think this is going to give Google a really big competitive advantage and they have

you know, so much distribution.

Now they have this at you know, basically they have a huge AI moat on just data that they

have.

So this is going to be interesting.

The next story I want to cover is that the Pentagon is reportedly building alternatives

to Anthropic.

This should come as no surprise as the big spat between Anthropic and the Pentagon rolled

out earlier in the last couple of weeks.

There was a obviously very public breakdown in their relationship and the Defense Department

is now developing replacements rather than assuming Anthropic is going to remain part

of its stack.

I think that is following the broader clash over military use surveillance and autonomous

weapons.

And at the same time, I did see that Congress is pushing to create red lines on what AI

could and couldn't be used for.

I for one think that if we're going to have this stuff regulated, Congress is the place

for it to happen.

If we're going to make rules about what AI should or shouldn't be used for, Congress is

the place for that to happen.

I don't love the feeling that let's say we're you know, we're going to go and use a model

that is perhaps Anthropic right, totally cool American model.

They make rules that the military doesn't like about what they can and can't do according

to the terms of service.

What happens if Anthropic gets as a private company gets purchased by let's say a Chinese

investor or a Russian investor and all of a sudden they can kind of manipulate the terms

of service of the company, which is being directly used by the military.

So I mean, I'm sure the government would block any sort of acquisition by that, but it

just really, I just don't like the companies themselves creating the terms that the government

has to follow through.

So I appreciate that Congress is looking into this.

And I hope that Anthropic doesn't you know, doesn't get wrecked too hard financially.

From that decision, it'll be interesting to see what happens in the future.

I know a lot of consumers are kind of supporting the company because they agreed with some

of the reasons why Anthropic had a follow up with the Pentagon.

So we'll see.

I do like Anthropic.

I do like Claude.

One of my preferred models for really high quality outputs, but I just don't think it's

a good precedent for American tech companies to basically make the rules that I think Congress

should on, you know, military use or what the government should be doing.

All right.

The next thing I want to cover is that Mistrel has just launched what they're calling Mistrel

forage.

This is an Nvidia GC or GTC.

It's one of the most important enterprise AI product moves.

I think that I've seen today forage is basically designed to let enterprises and governments

build custom models.

So it's going to be trained on their own data, not just kind of like lightly fine tuned.

I think with all of this, Mistrel really is betting that companies want a lot more

control.

They want a lot more customization.

They want a lot less dependencies on someone else's kind of black box road map.

And so I think right now, Mistrel is trying not just to win the consumer chatbot race head

on, but going after a part of the market where control governance, kind of like multi-lingual

performance, long-term ownership, a lot of that matters more than just raw consumer

mind share.

And I think that's important because if Mistrel is really on track to surpass a billion

dollars in annual recurring revenue this year, then it's definitely going to be a serious

enterprise challenge to kind of having the opening eye or anthropic, kind of duopoly,

duopoly narrative that we see right now.

And of course, I think we just like Mistrel isn't going to win, especially not in the United

States as a French company.

So perhaps in France, it's the most popular, but in the United States, this is not the

most popular chatbot for consumers.

So they really got to focus on going the enterprise route.

We've seen this from other players like co here.

The next bit of tech drama I have for you is a culture battle for Gary Tans, Clawed

Code setup.

It went viral.

It had almost 20,000 GitHub stars had 2,200 forks after he basically open sourced his

workflow.

A lot of supporters say that like, hey, this is super legit.

Haters were saying it's basically just an over hyped prompt package.

Something I thought else was interesting.

Buzzfeed is launching a wave of AI powered content apps.

They're trying to basically unlock new revenue streams.

So they're doing things like quizzes, content generation, a lot of personalized media experiences

driven by AI.

This is kind of interesting for me right now because media companies are not debating right

now whether to use AI.

They're basically just experimenting really aggressively with it in order to survive.

So many of these media companies are launching lawsuits against open AI and Anthropics

saying, look, you guys scraped us.

Now people don't need to read our content anymore.

And I mean, there's all sorts of arguments that they're trying to make.

At the end of the day, they know that AI and the age of AI is shifting how people read

the news, how they get information, how they see ads.

I think the problem is that most of the content right now and a lot of the content risks become

what the internet is already complaining about, right?

There's this kind of low quality AI slop.

So the business model from Buzzfeed right now and this kind of wave of AI powered content

apps isn't very clear, but they're obviously experimenting.

It'll be interesting to see if they're able to actually make money off of this.

So the biggest story that I've seen today is it's in politics and it's basically a

preview of I think what AI regulation is about to look like.

There are US senators that are now calling on bite dance to quote unquote immediately shut

down.

They're AI video apps.

Seed dance 2.0 Seed dance basically lets users generate AI video and you can make these

videos of real people or you can do things of videos of something that is like a licensed

character and not inspired them by them, not kind of loosely based on them.

But you can directly use their likeness.

So basically we're talking about content featuring people like Tom Cruise, Brad Pitt.

You could do someone from like stranger things, right?

And you could basically generate all of that with seed dance.

Now, seed dance is a big app as it's incorporated straight into cap cut, which is one of the

biggest video editors in the world.

And by the way, I also have seed dance.

We just launched video on AI box dot AI.

So we have it over there.

If you want to try it out, but right now they're getting a lot of heat because two senators

one Republican, one Democrat, they both sent a letter to bite dance saying that this is

one of the clearest cases of copyright infringement they've seen from an AI product.

And then basically they're just saying shut it down and put real safeguards in place.

I don't think it's just politicians.

I think Hollywood is probably lobbying this pretty hard.

The motion picture association apparently sent a cease and desist.

There's lawsuits that I think are probably coming from this and bite dance right now has

already paused the global rollout or they're trying to deal with kind of some of the legal

fallout of this.

And I'll be honest.

I've actually tested seed dance 2.0 and I was really impressed with it.

I was a little bit shocked that you could, yeah, generate a video of Tom Cruise and like

there was, I don't know, no sort of guardrails personally as a user, I was like, wow, this

is super cool.

This is the first video model that feels like you just do anything I tell it.

But yeah, we're about to get that nerfed a little bit.

And maybe it's for good and I don't know, for me as a user, it's kind of disappointing

but whatever.

Maybe that's all good, right?

And models are obviously trained on huge amounts of data and that includes cooperating

materials, right?

So when you're sucking in all the video on the planet, you're inevitably going to get

tons of clips of Tom Cruise and Brad Pitt and all these other actors up until now, I think

most of the bit debate has been pretty theoretical because OpenAI doing something like Sora or

Google VO3 has been, these are very responsible companies or at least they're trying to be

in how they do that with, you know, Sora, all of the kind of quote unquote deep fake videos

that you'll see coming out of those are people that are giving their permission generally.

So you can, you know, kind of clone yourself and allow yourself to be remixed on Sora

too if you want to do that.

But it's not something that I think by default, you can do super easily.

So there's kind of these guardrails that other people have put into place and see dance

evidently did not do it.

So I think right now on the one side, governments do not want to slow down AI innovation, especially

when, you know, they're competing with countries, we're competing right now with countries

like China.

So I think like we are being pretty aggressive on building with AI in the United States

right now will a lot more than a lot of other countries like Europe that have already

put a lot of heavy regulation in there.

But in the other side, if you we ignore, I think all of the intellectual property and personal

rights, I know I kind of complain about it and I'm like, oh man, is it user, it was super

fun.

But yes, I get it, right?

Like we can't have all the intellectual property completely ripped off.

That being said, like these Chinese models like sea dance, I'd be curious if they put guardrails

on just the American models and the Chinese models, they just let anyone do anything with.

And it's honestly a very realistic possibility in world that we live in.

So I think what we're moving towards is not really just kind of targeted or just kind of

like a sweeping AI regulation all at once, we really have this kind of targeted enforcement.

If you build a tool and people don't like it, all of the lobbyists yell at the senators

and all of the senators write letters and then you like kind of got to shut it down pretty

quick.

And you have like these pressure campaigns and anyways, the regulation is really kind of

crazy right now and they're trying to move it to break and it's speed.

I think right now, bite dance is going to lose in the short term because the product is

now under a lot of scrutiny, now they're going to have to delay it.

I don't think this is the last time we're going to be hearing about this.

I think this is kind of a problem that we'll be going on for a long time into the future.

And also like let's just be honest here, whether you agree with not having these copyrights

intellectual property and personal rights inside of the videos, there's going to be a

lot of these open source models that will allow you to do this regardless.

And there's basically nothing we can stop.

They'll come out of China.

They'll come out of a lot of, I mean, basically they'll come out of China and you'll be

able to make clones of people.

And I think there's all sorts of terrible sides of that.

So I'm not really trying to be a doomer, but I mean, I'm trying to be realistic.

That's what's going to happen.

So I'm curious to see how it plays out.

We'll obviously regulate a lot of the major hyperscalers, but beyond that, it's not like

the technology is getting bottled up or the regulation is going to, I mean, basically

do anything.

Even when it comes to like voice cloning, there's the QN3 TTS model, which came out of

Alibaba.

It's an open source model.

You throw it on your computer.

There's no verification.

You upload three seconds of anybody talking and you can clone their voice.

Now for me personally, I've actually used that model because I'm like, oh, sweet.

I can run a voice clone on my laptop.

I don't have to pay thousands of dollars to 11 labs.

It's like, so as a user, like it's useful, like at what cost, but I mean, it's out there

anyway.

So I'm just going to use it.

Yeah.

I mean, I just think it's an important thing.

I'm not saying whether that's good or bad.

I mean, probably it's bad, but there's nothing we can do about it.

So be prepared for a world where the intellectual property rights can get regulated for these

big players, but there's going to be the open source models out there for everything.

And there's a lot of implications for that.

Thanks for tuning into the podcast guys.

If you want to try out all of the latest models, including all of the new video models that

we've added to AIbox.ai, go check it out.

There's a link in the description.

You can get started for only $8.99 a month, guys.

It's cheaper than basically any single AI platform out there and you get access to 78 different

AI models now.

We're going to keep adding more.

We're super excited.

The platform's growing like crazy.

Let us know if you have any feature requests.

We're trying to add them like madmen, but yeah, we just added music last week.

We added video this week and we have more exciting stuff coming next week.

So stay tuned.

Thanks so much for tuning in.

I'll catch you in the next episode.

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