Final week, I talked about Nvidia’s staggering $44 billion quarter, and the way it was pushed virtually solely by demand for AI infrastructure.
However I famous that the actual story wasn’t within the numbers.
It’s what CEO Jensen Huang mentioned about Tesla’s humanoid robotic, Optimus, and the way it is likely to be the primary AI-native machine to attain scale.
That is extraordinarily essential when you concentrate on the place we’re within the arc of AI growth.
As a result of it reveals that we’re transferring past chatbots into the period of real-world AI functions…
And real-world augmentation.
Your Private Encyclopedia
Bear in mind when studying about polar bears meant flipping by means of an encyclopedia?
These days are over.
At the moment, AI can offer you real-time data with only a picture or a query.
For example, I just lately used ChatGPT to determine a mysterious bug nest in my yard.
Years in the past, I’d’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 cellphone at it and ask ChatGPT what it is likely to be.
That’s precisely what I did. And in mere seconds it advised a number of potentialities. 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 situations.
For this reason 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 possibly can carry it with you, it removes the friction between curiosity and data.
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, know-how has more and more turn into an extension of our considering.
And as AI begins remembering prior conversations, like the most recent launch of ChatGPT does, it is going to turn into much more like a digital assistant that helps us navigate the actual world.
Proper now, although, AI largely lives in your display.
However I consider that the subsequent wave of useful AI will likely 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 scale back your display time whereas supplying you with real-time solutions and help.
It was a daring thought… nevertheless it was a flop.
However that doesn’t imply wearables are a foul thought.
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 the whole lot.
Fortuitously for us, the iPhone equal for AI wearables needs to be right here loads 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 the whole lot in its consumer’s lives. Altman has apparently informed his employees he intends to ship 100 million of those units.
And if his prediction is true, 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 cellphone and open an app.
Wearables take away that friction. In different phrases, the subsequent 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 best instruments, we will 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 cell app, or a father or mother 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 looking for data.
However AI flips that round.
At the moment, studying means understanding 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 properties and our workflows — it’s going to allow us to be much more self-sufficient.
That’s why I’m not afraid of AI. And why I exploit it virtually day by day.
It doesn’t imply I’m turning into out of date…
I’m simply evolving.
Regards,
Ian King
Chief Strategist, Banyan Hill Publishing
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