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THE DAILY INDEX

Technology, AI, software, security, crypto and business

Across today’s newsletters

Today’s Index

OPENAI RELEASES NEW SIMULATED REASONING MODELS WITH FULL TOOL ACCESS

OpenAI has released two new models, o3 and o4-mini. These models combine simulated reasoning capabilities with access to functions like web browsing and coding. It is the first time OpenAI's reasoning-focused models can use every ChatGPT tool simultaneously. ChatGPT Plus, Pro, and Team users now have access to the models - Enterprise and Edu customers will gain access next week. OpenAI plans to release o3-pro to the Pro tier in a few weeks.

CVE, GLOBAL SOURCE OF CYBERSECURITY INFO, WAS HOURS FROM BEING CUT BY DHS

The Common Vulnerability and Exposures (CVE) repository, a 25-year-old program run by MITRE for DHS, serves as the global cybersecurity standard for identifying and documenting security vulnerabilities. Yesterday, there were rumors that MITRE's contract would expire, but it has received an 11-month extension from CISA, averting potential widespread disruption to vulnerability management worldwide.

ELON MUSK SHUT DOWN INTERNAL TESLA ANALYSIS THAT SHOWED ROBOTAXI WOULD LOSE MONEY

An internal analysis from Tesla executives showed that the company's Robotaxi plans would lose money. The analysis also said that the company should focus on a new affordable electric vehicle called the 'Model 2', but Elon Musk canceled plans for the vehicle and pushed only for the Cybercab, replacing plans for the next-gen affordable EV with cheaper versions of the Model Y and Model 3. The decision is likely the reason Tesla is in a slump right now.

FUTURE CHIPS WILL BE HOTTER THAN EVER

Engineers have managed to double the number of transistors they can pack into the same area every two years, but the unwanted side effect of heat is becoming more and more prominent. Temperature affects performance, power consumption, and energy efficiency. Excessive heat can slow the propagation of critical signals in a processor, lead to a permanent degradation of chip performance over time, and cause transistors to leak more current, wasting power. As the density of logic circuits continues to grow, so does power density, generating heat as a by-product. Efficient heat dissipation will be crucial to maintaining chip performance and longevity as chips become increasingly compact and powerful.

THE BUSINESS OF THE AI LABS

While large language model providers have spearheaded a new AI revolution, the jury is still out on whether they are good businesses. Investors are still wondering whether these pioneering labs will reap profits or whether other parts of the AI ecosystem will capture the lion's share of value. This article looks at the industry and suggests strategies that labs could pursue to secure good economics for themselves. While there are certainly challenges to the AI lab business model, there are still many strategic options open to them.

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