Daily Edition · Page 3

THE DAILY INDEX

Technology, AI, software, security, crypto and business

BIG TECH & STARTUPS

TLDR

YOUTUBE OFFERS CREATORS MILLIONS TO NOT WORK WITH NETFLIX

YouTube is offering millions of dollars to popular channels for exclusivity. The company has yet to finalize any deals with creators. The move is an effort to halt Netflix's pursuit of YouTube's biggest stars. Creators who sign deals with Netflix will be less likely to be featured in YouTube's marketing campaigns, and they will also be excluded from collecting a share of proceeds from some major brand campaigns.

UNITREE SEES ROBOTS REACHING ‘MASS MARKET' WITHIN DECADE

Unitree's founder says that the humanoid robot market will take off once robots can handle 80% of tasks given to them via voice instructions in unfamiliar surroundings. He believes that will take two to 10 years. Robots already perform well in test conditions, but their execution collapses once objects or surroundings shift even slightly. Unitree plans to spend nearly half of the proceeds from its recent IPO to develop embodied AI, which it believes is the key to closing the gap between humanoid robots and human workers.

INTRODUCING THE HALF-DAY: 0-DAY IN THE AGE OF AI

AI introduces a tremendous amount of volatility and uncertainty to a marketplace where all parties already assume significant risk. The number of exploits discovered by AI is growing fast. The introduction of models like Mythos has enabled the production of work at a rate that far outstrips that of any human researcher. However, this doesn't mean security researchers are out of a job. The role of a researcher can and should change with a changing landscape.

OPENAI ‘WILL BE A PUBLIC COMPANY IN 2027' OR SOONER, CFO FRIAR TELLS EMPLOYEES

OpenAI's CFO, Sarah Friar, told employees during an all-hands meeting that the AI lab will be a public company by 2027. The startup confidentially filed its IPO prospectus with the SEC in June, but it has not publicly disclosed when it plans to debut. Its chief rival, Anthropic, has also filed its prospectus with regulators and has been holding early meetings to test the waters with potential investors. OpenAI is under pressure to justify its $852 billion valuation ahead of its IPO, and investors are eager to get a more detailed look into the company's finances.

WHY LOW-COST AI MODELS HAVEN'T SLOWED DOWN AMERICAN AI COMPANIES

Businesses are increasingly using routers and model serving platforms to access cheaper models. The new router spend is concentrated amongst a segment of businesses that are still increasing their AI spend on closed American models. These businesses are the fastest growing in terms of both revenue growth and business spend. Their increased spend on open-source models tends to happen on the margin without crowding out or replacing American AI models.

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