AI Updates on 2025-06-02

AI Model Announcements

  • Microsoft Bing launches Sora-powered video creator, offering free 5-second video generation in cinematic resolution with portrait mode available @AndrewCurran_
  • Google releases Veo 3 video generation model, demonstrating significant improvements in quality and audio integration @karpathy
  • PlayAI open sources PlayDiffusion audio speech editing model under Apache 2.0 license, enabling dynamic fine-grained editing without regenerating entire audio @huggingface
  • Google releases app allowing users to run LLMs from Hugging Face locally and privately, supporting multi-turn conversations and image chat @huggingface

AI Industry Analysis

  • Big Six tech companies (Apple, NVIDIA, Microsoft, Google, Amazon, Meta) increased CapEx 63% year-over-year to $212B in 2024, with NVIDIA's revenue exploding 28x over 10 years @deedydas
  • ChatGPT reaches 800M monthly users with 8x growth in 2.5 years, with India representing 14% of the user base as the largest market @deedydas
  • 50% of S&P 500 companies now mention AI on earnings calls versus near-zero just a few years ago, with Microsoft's AI business hitting $13B annual run rate @deedydas
  • AI IT job postings increased 448% while non-AI IT jobs declined 9% over 7 years, confirming predictions about AI transforming employment @deedydas
  • Specialized AI startups achieving hypergrowth, with Cursor code editor growing from $1MM to $300MM ARR in 25 months @deedydas
  • Waymo captured 27% of San Francisco rideshare market in 20 months, demonstrating rapid real-world autonomous vehicle adoption @deedydas
  • Samsung nearing wide-ranging deal with Perplexity for investment and deep integration into devices, Bixby assistant and web browser @soleio
  • Salesforce acquires Moonhub, a startup building AI tools for hiring @TechCrunch
  • IBM acquires data analysis startup Seek AI and opens AI accelerator in NYC @TechCrunch
  • Elon Musk's xAI reportedly looks to raise $300M in tender offer @TechCrunch
  • Elon Musk's Neuralink closes a $650M Series E funding round @TechCrunch

AI Ethics & Society

  • Andrej Karpathy warns that video generation becoming directly optimizable through gradient descent could create more powerful engagement optimization than current platforms, raising concerns about what "optimal" content might look like @karpathy
  • 83% of Chinese respondents see AI as net positive versus only 39% of Americans, showing dramatic perception differences between countries @deedydas
  • Julie Zhuo observes that AI is rewiring human brains to become more demanding and impatient @joulee
  • Soleio proposes Risk Tokens concept for AI safety, suggesting that aligning economic incentives with desired behaviors makes security an emergent property rather than imposed constraint @soleio

AI Applications

  • Ethan Mollick demonstrates using Veo 3 to create historical what-if scenarios, generating a 1940s newsreel about a fictional WWII aircraft carrier project @emollick
  • Andrew Curran showcases o3 model's performance in analyzing writing techniques, particularly character development and narrative structure @AndrewCurran_
  • Carbon Robotics' AI-powered laser weeders covered 230K+ acres, preventing 100K+ gallons of herbicide use in agricultural applications @deedydas
  • Perplexity Finance now supports both pre-market and post-market data in stock charts @AravSrinivas
  • Character.AI unveils video generation capabilities and social feeds for their chatbot platform @TechCrunch
  • Figma demonstrates building a pixel art web tool using MAKE in just 4 hours from ideation to publishing @figma
  • Gergely Orosz notes that "vibe coding" with AI tools has made prototyping accessible to more engineers, lowering the skills barrier significantly @GergelyOrosz

AI Research

  • Andrej Karpathy provides detailed guidance on using different ChatGPT models: o3 for important/hard tasks (40% of use), 4o for simple queries (40%), and Deep Research for comprehensive topic analysis (10%) @karpathy
  • Stanford NLP Group research shows that dropout should be removed when training language models and masked language models for better performance @stanfordnlp
  • Nathan Lambert's team releases second reward model evaluation that is substantially harder and better correlated with downstream reinforcement learning outcomes @natolambert
  • Jeff Clune highlights recent advances in AI self-improvement research, including DeepMind's AlphaEvolve and Sakana's Darwin Gödel Machine, noting the field's rapid progress @jeffclune
  • MIT engineers develop new fuel cell technology for aviation with 2x the efficiency of jet engines, potentially enabling zero-emissions flight @MIT
  • Stanford AI Lab's cardiac amyloidosis detection system using ultrasound receives FDA clearance @StanfordAILab
  • AI inference costs fell 99.7% in 2 years while training costs for frontier models approach $1B+, with energy per token dropping 105,000x in 10 years @deedydas
  • Google processing 50x more tokens monthly (480T vs 9.7T) year-over-year, demonstrating massive scaling in AI model usage @deedydas
  • Meta's Llama achieved 1.2B downloads with 100k+ derivative models, showing significant open-source adoption @deedydas