Final week, I talked about Nvidia’s staggering $44 billion quarter, and the way it was pushed nearly totally by demand for AI infrastructure.
However I famous that the true story wasn’t within the numbers.
It’s what CEO Jensen Huang mentioned about Tesla’s humanoid robotic, Optimus, and the way it may be the primary AI-native machine to realize scale.
That is extraordinarily vital when you consider the place we’re within the arc of AI growth.
As a result of it exhibits that we’re shifting past chatbots into the period of real-world AI purposes…
And real-world augmentation.
Your Private Encyclopedia
Keep in mind when studying about polar bears meant flipping by an encyclopedia?
These days are over.
Right this 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 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 cellphone at it and ask ChatGPT what it may be.
That’s precisely what I did. And in mere seconds it recommended 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 check 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.
For this reason I’m so bullish on AI. As a result of it is aware of method greater than even the perfect encyclopedia set. And since you possibly can carry it with you, it removes the friction between curiosity and information.
However within the coming years, I imagine each hint of that friction will finally go away.
Right here’s what I imply…
Because the web increase of the Nineties, expertise has more and more develop into an extension of our considering.
And as AI begins remembering prior conversations, like the newest launch of ChatGPT does, it would develop into much more like a digital assistant that helps us navigate the true world.
Proper now, although, AI largely lives in your display screen.
However I imagine that the following wave of practical AI might be wearable.
Google tried this with its failed Google glasses.
Meta sells its personal smartglasses, though its performance remains 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 screen time whereas supplying you with real-time solutions and help.
It was a daring concept… but it surely was a flop.
However that doesn’t imply wearables are a foul concept.
It simply exhibits you that these preliminary makes an attempt at wearable AI are certain to get higher. Consider them just like the precursors to smartphones that have been the scale of bricks…
Supply: Motorola
They have been practical, however not that sensible. However the iPhone modified all the things.
Thankfully for us, the iPhone equal for AI wearables must be right here lots 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 all the things 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 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 a must to cease what you’re doing, unlock your cellphone and open an app.
Wearables take away that friction. In different phrases, the following technology of non-public 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 rules of Burning Man is “radical self-reliance.”
It’s the concept, with the suitable instruments, we are able to form our personal expertise.
AI is changing into that type of device.
It’s what permits a child with no coding expertise to construct a cell app, or a guardian 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, in case you grew up with an encyclopedia on the shelf, you have been taught that studying meant looking for information.
However AI flips that round.
Right this 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 frightened of AI. And why I take advantage of it virtually each day.
It doesn’t imply I’m changing into out of date…
I’m simply evolving.
Regards,
Ian KingChief Strategist, Banyan Hill Publishing
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