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

open AI and theropic an enterprise. Gary Tan has a clawed 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.

Some new reports have shown. BuzzFeed right now is developing what it's called,

called, quote-unquote, AI slop app. They're trying to do this to get new revenue. Google has a

personal intelligence feature that is expanding to all US users and open AI 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,

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 from 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 open AI, including Sora 2 and Sora 2 Pro, and we have

Pixiverse V5 from Pixiverse. So there's a ton of amazing video models that are now on open or

now on aibox.ai. If you don't have a subscription already, you can get it for 899 a month,

super cheap, way cheaper than any of the other platforms. You get access to 78 different AI

models. Guys, in the past, you've heard me say 40 models a million times. I'm actually kind

of stuck in that, but we keep adding new models, and I just counted right now. We're at 78 new

models on AI box. Everything from text, image, audio, video, more announcements coming, tons of

new features, subscriptions are going crazy, and we actually doubled revenue last month, which is

amazing. But if you want to check it out, it's linked in the description, aibox.ai. Check out all

of the latest new video models. It's only 899 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

star 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, I think 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. This is something that, you know,

chat GPT had a big advantage because people kind of used 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, you know, basically they have a huge AI mode 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 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, you know,

be used for, Congress is a 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 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 a 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 duality, duality 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. All right, the next bit of tech drama I have for you is a culture battle for Gary Tans

Claude code setup. It went viral. It had almost 20,000 GitHub stars had 2,200 forks after he

basically opened source to 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 eye and anthropic saying, look, you guys scraped us and 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. But 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 their AI video app, seed dance 2.0 seed dance.

Basically, let's users generate AI video and you can make these videos of real people or you can

do things of, you know, videos of something that is like a licensed character and, you know,

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, you know, content featuring people like Tom Cruise,

Brad Pitt, you could do, you know, 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. We'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?

AM 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 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 that 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

a lot more than a lot of other countries like Europe that have already put a lot of heavy regulation

in there. But on the other side, if you 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 see 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 exceed. 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 in 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 Quinn 3 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. But 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

899 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, new. 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. President Barack Obama. Virginia, we are counting on you. Republicans want to

steal enough seats in Congress to raid the next election and wield unchecked power for two more

years, but you can stop them by voting yes by April 21st. Help put our elections back on a level

playing field and let voters decide not politicians. Vote yes by April 21st.

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