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Lyssna när som helst, var som helst

Nathaniel Whittemore

A daily news analysis show on all things artificial intelligence. NLW looks at AI from multiple angles, from the explosion of creativity brought on by new tools like Midjourney and ChatGPT to the potential disruptions to work and industries as we know them to the great philosophical, ethical and practical questions of advanced general intelligence, alignment and x-risk.

The AI Breakdown: Daily Artificial Intelligence News and Discussions

At the midpoint of 2025, private markets dominate AI growth, reasoning models spark rapid adoption, and consumer AI reaches unprecedented penetration. NLW analyzes recent reports from Coatue and Menlo, highlighting accelerated IPOs, surging AI coding revenues, shifting public market leaders, and emerging consumer behaviors reshaping the future AI landscape.

Coatue Report: https://drive.google.com/file/d/1Srl8Y4pBoKtNVYZBxmfj2TEMYM5tp1mE/view

Menlo: https://menlovc.com/perspective/2025-the-state-of-consumer-ai/

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The AI Daily Brief helps you understand the most important news and discussions in AI. Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614Subscribe to the newsletter: https://aidailybrief.beehiiv.com/Join our Discord: https://bit.ly/aibreakdown

Interested in sponsoring the show? nlw@breakdown.network

The State of AI - Mid-2025

World Labs and Google Genie 2 showed demos of so-called "World Models" this past week. In this episode we explore what those models could mean for AGI. 

Readings:

 https://pub.aimind.so/toward-agi-world-models-and-why-we-need-them-40cfc8075553
 https://techcrunch.com/2024/10/16/metas-ai-chief-says-world-models-are-key-to-human-level-ai-but-it-might-be-10-years-out/

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Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 

Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

What World Models Could Mean for AGI

AI's impact on jobs is a hot topic, with companies like Microsoft, Finastra, and Klarna using AI to cut costs and improve efficiency. From automating customer service to replacing external agencies, the shift highlights both challenges and opportunities. This episode explores how businesses can balance cost reduction with innovation to stay competitive while addressing workforce concerns.

Brought to you by:

Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 

Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

How AI Job Replacement Will Actually Play Out

Sora, OpenAI's video generator, has finally launched, promising new tools for creative expression. This video examines Sora’s features, like storyboard mode and image-to-video capabilities, while comparing it to competitors like Runway, Pika Labs, and Luma. While Sora excels in some areas, challenges with physics and accessibility remain. How does it stack up, and what does it mean for the future of video generation?

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Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 
Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

How Just Released Sora Stacks Up to Other AI Video Generators

AI agents are reshaping the software business model, challenging traditional SaaS pricing with approaches like outcome-based and usage-based models. This video explores recent developments from OpenAI and startups like Sierra, analyzing the potential for AI agents to replace labor and how enterprises might value these tools. As companies experiment with pricing strategies, the future of software economics is in flux.

Brought to you by:

Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 
Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

AI Agents and the Transforming Software Business Model

NLW explores the latest announcements from Google, including Gemini 2.0, a set of new agents, and why the company is heading into 2025 much stronger than they came into 2024. 

Brought to you by:

Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 
Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

With Gemini 2.0, is Google So Back Baby?

Between Gemini 2.0 and the latest announcement from OpenAI's 12 Days of Shipmas, LLMs with vision and voice integration seem to officially be the norm. Plus NLW covers the other headline stories from the past few days. 

Brought to you by:

Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 
Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

Vision and Voice Are Now LLM Table Stakes

How to actually get value out of AI at work right now. A reading and discussion inspired by https://www.oneusefulthing.org/p/15-times-to-use-ai-and-5-not-to

Brought to you by:

Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 
Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

20 Uses (or Not) for AI

At a recent conference appearance, SSI founder (and former OpenAI leader) Ilya Sutskever claimed that we had reached peak data and that the era of pre-training as a scaling method had come to a close. NLW explores the implications. Plus, NotebookLM releases an enterprise edition. 

Brought to you by:

Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 
Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

Ilya Sutskever Calls Peak Data and the End of Pretraining

Google has responded to Sora with their own updated video model Veo 2, and it's getting rave reviews. NLW explores a number of use cases, from social media to advertising to b-roll to establishing shots and beyond. 

Brought to you by:

Vanta - Simplify compliance - ⁠⁠⁠⁠⁠⁠⁠https://vanta.com/nlw 

The AI Daily Brief helps you understand the most important news and discussions in AI. 
Subscribe to the podcast version of The AI Daily Brief wherever you listen: https://pod.link/1680633614
Subscribe to the newsletter: https://aidailybrief.beehiiv.com/
Join our Discord: https://bit.ly/aibreakdown

5 Use Cases for Veo 2

How does the new tool stand up to other image generators? And what else did Meta AI announce. The day following Google's Gemini was a mixed bag for the company. On the one hand, socials acted betrayed on discovering the most impressive demo video had sort of been staged. On the other hand, Wall Street drove the stock up 5+% - adding $80B to the company's market cap.
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Meta Launches Midjourney, Dall-E-3 Competitor

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