Industry Trend AI News & Updates

OpenAI Co-founder John Schulman Joins Mira Murati's New AI Venture

John Schulman, an OpenAI co-founder who briefly joined Anthropic, is reportedly joining former OpenAI CTO Mira Murati's secretive new startup. Murati, who left OpenAI in September, has also recruited other former OpenAI talent including Christian Gibson from the supercomputing team, and was reportedly seeking over $100 million in funding for her venture in October.

Amazon Plans $100 Billion AI Investment in 2025 as Big Tech Accelerates Spending

Amazon has announced plans to spend over $100 billion on capital expenditures in 2025, with the vast majority dedicated to AI capabilities for its AWS cloud division. This represents a significant increase from Amazon's $78 billion capex in 2024, and aligns with similar massive AI investments announced by other tech giants including Meta, Alphabet, and Microsoft, who are collectively planning to spend hundreds of billions on AI infrastructure.

Tesla's Dojo and Cortex: Elon Musk's Custom AI Supercomputers for Self-Driving Cars

Tesla is developing custom supercomputers Dojo and Cortex to train AI models for its Full Self-Driving technology and humanoid robots. The company aims to reduce dependency on Nvidia chips by creating its own D1 chips, with plans to scale Dojo to 100 exaflops by October 2024, though recent communications suggest a pivot toward Cortex as the primary training infrastructure.

Key ChatGPT Architect John Schulman Departs Anthropic After Brief Five-Month Tenure

John Schulman, an OpenAI co-founder and significant contributor to ChatGPT, has left AI safety-focused company Anthropic after only five months. Schulman had joined Anthropic from OpenAI in August 2023, citing a desire to focus more deeply on AI alignment research and technical work.

Google Plans to Transform Search into AI Research Assistant

Google CEO Sundar Pichai has announced plans to significantly evolve Google Search in 2025, moving it from a link-based system to an AI assistant that browses the internet on users' behalf. The company intends to integrate advanced AI systems like Project Astra, Gemini Deep Research, and Project Mariner to automatically conduct research and interact with websites for users.

Alphabet Increases AI Investment to $75 Billion Despite DeepSeek's Efficient Models

Despite Chinese AI startup DeepSeek making waves with its cost-efficient models, Alphabet is significantly increasing its AI investments to $75 billion this year, a 42% increase. Google CEO Sundar Pichai acknowledged DeepSeek's "tremendous" work but believes cheaper AI will ultimately expand use cases and benefit Google's services across its billions of users.

OpenAI Trademark Filing Reveals Plans for Humanoid Robots and AI Hardware

OpenAI has filed a new trademark application with the USPTO that hints at ambitious future product lines including AI-powered hardware and humanoid robots. The filing mentions headphones, smart glasses, jewelry, humanoid robots with communication capabilities, custom AI chips, and quantum computing services, though the company's timeline for bringing these products to market remains unclear.

Altman Admits OpenAI Falling Behind, Considers Open-Sourcing Older Models

In a Reddit AMA, OpenAI CEO Sam Altman acknowledged that Chinese competitor DeepSeek has reduced OpenAI's lead in AI and admitted that OpenAI has been "on the wrong side of history" regarding open source. Altman suggested the company might reconsider its closed source strategy, potentially releasing older models, while also revealing his growing belief that AI recursive self-improvement could lead to a "fast takeoff" scenario.

VC Midha: DeepSeek's Efficiency Won't Slow AI's GPU Demand

Andreessen Horowitz partner and Mistral board member Anjney Midha believes that despite DeepSeek's impressive R1 model demonstrating efficiency gains, AI companies will continue investing heavily in GPU infrastructure. He argues that efficiency breakthroughs will allow companies to produce more output from the same compute rather than reducing overall compute demand.

DeepSeek's Reasoning Model Disrupts AI Industry and Raises International Concerns

DeepSeek's release of its R1 reasoning model has created significant industry disruption, displacing ChatGPT as the App Store's top app and prompting reactions from both tech giants and the U.S. government. The Chinese AI lab claims to have built its models more efficiently and at lower cost than competitors, though some remain skeptical of these claims.