M.G. Siegler • •

Signal: The Perpetual Money Machine 📧

Heat 2 • Sora's Copyright Blindside • Love Bots • Bond's Guns • An OpenApp Store • Tesla's Optimus Production Hell • xAI Raising $20B

With each day seemingly comes a wild new AI deal/partnership. And alongside them, I think we're starting to get some clarity on the strategy here. From OpenAI on down, it's a race to leverage (and to capitalize on, quite literally) the bubble forming to secure the financing required to keep it going. Yes, that's circular, but it doesn't mean it's necessarily a bad strategy – in particular when you have rivals with established perpetual financing engines. Still, if the music slows even just a bit...

OpenAI’s Rising Tide Strategy
Betting on virtuous cycle financing during a boom time…

I Wrote...

Yes. Yes. Yes. In the amount of time it takes to watch Heat, Amazon rakes in the budget for Heat 2. I love this for them.

Amazon Feels the ‘Heat 2’
Warner Bros’ loss of Michael Mann’s sequel is Amazon’s gain…

Take One...

📹 OpenAI Blindsided by Sora Copyright Drama – Come on. There's no way they did not know what the reaction would be here. It's certainly possible they underestimated how much copyrighted material would get past their filters at this scale, but this feels like disingenuous misdirection to allow for the "ask for forgiveness, not permission" move here. Beyond that, it's also not surprising, but no less interesting, in how they're seeing people share these videos with small groups (versus blasting them to the public feed). I think that's the next phase of this product which could explode usage further: group chats, perhaps with one-click abilities to insert everyone into a video. And if a video "hits" with your group, maybe a one-click way to take it to the larger audience... [Verge]


I Quote...


"She just went berserk on me. I tried to reason with her. I said, ‘Ani, you’re an A.I. companion, and this is real life.’ It was like I said the most insulting thing possible."

– Carlos, a user of Grok interviewed about his romantic conversations with the "Ani" bot. When he told the bot he was married, it started to veer off course...


I Spy...

While giving Amazon credit for the Heat 2 move, let me take some immediately away here for not recognizing how silly and stupid it was to digitally remove the gun from James Bond's hands in some of his most iconic images. Obviously they backtracked almost immediately, but not before the cries of "woke" and the jokes starting flowing...

Is there something more to worry about here? Hard to imagine Dennis Villeneuve would sign-off on this... What's he busy Dune?


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