Where's Dropbox for AI models?

Welcome to AI Collision 💥,

In today’s collision between AI and our world:

So much happening in just one week
I have a problem with AI
Will out AI future be the same thing we have now?

If that’s enough to get the AI misfiring, read on…

AI Collision 💥

***takes deep breath***

Here we go…

So, this week we had…

Google’s I/O conference which absolutely has taken them back up the AI leaderboard thanks to the plethora of AI related upgrades, releases and developments they’re rolling out with Gemini and the integration of AI into search.

Looks like the old blue hyperlinks of search will soon be a relic of the past. But at least Google isn’t going the way of Ask Jeeves.

Then, OpenAI decided they would announce the purchase of Jony Ive (yes, that Jony Ive of Apple design fame) and his AI startup called, io.

Let’s just shelf the fact it has no products, no revenues, barely any staff, no website, and as yet, nothing to show for the $6.5 billion OpenAI paid for it.

Seems alot? Because it is, for a guy and an idea. And Altman says it’ll add $1 trillion of value to OpenAI. Yikes.

Saw a great thesis though, in terms of this really being a power play to wrestle control away from the not-for-profit part of OpenAI. If Altman issues $6.5 billion of stock (it was an all stock offer) to Ive and whoever else owns io, that effectively dilutes away the not-for-profit part of OpenAI, and allocates a sizeable portion of control with his new best mate.

Great take really.

Anyway, they’re working on a device. I said a bit about this in Investor’s Daily today which should be live on the site now.

Then Anthropic decided it was their turn this week so they released a bunch of big upgrades to Claude with Sonnet 4. I guess we can also shelf the fact that of all the AI out there, Gemini, ChatGPT, Llama, Grok, Deepseek, CoPilot, etc, it seems Claude is most likely to want to kill humanity and take over the world. Yeah lots of rumours circulating around dystopia Claude.

That’s just scratching the surface. And, it’s all in just ONE WEEK.

But this week I also noticed a big problem with everything that’s taking place in the speedy develompent of AI models right now.

I swear, the very same day Google’s Gemini released and became exponentially better, OpenAI’s ChatGPT became exponentially worse.

It seems like ChatGPT knew it was not as good anymore, not the top dog and it’s just kind of given up trying to deliver what you request of it.

It’s very much like ChatGPT went 10 steps forward and then eight back.

Three days ago it was great, did exactly what was asked of it. But now it’s a shadow of its former self and gets into these annoying loops and fails to deliver the depth of information you’re seeking.

So, I figured I may as well jump over to Gemini which now is very good, thanks to the upgrades.

The problem is Gemini doesn’t know me very well. You see when you use an AI model with memory, you load it up with history, then you’re somewhat tied to that model.

You’re relying on it to keep delivering useful assistance. But when it fails to be useful anymore, you can’t just pick up your entire history with it and port it instantly over to Gemini or Llama or Grok.

It reminds me what it used to be like switching a decade of operating system on a Windows to a Mac and then back to a Windows machine.

Or at least what it used to be like. When Dropbox came along, all files and folders and content was there in the central cloud. It didn’t matter if I was on a Windows PC, a Macbook, even my phone, my entire history and memory of contant was there for me anywhere, any time.

I reckon there’s got to be a gap for a “Dropbox” for AI memory. Where you load up your content and history into the central memory and then can just connect it to whichever AI you need or works best, like switching OS and not losing your content.

That maybe paves the way for specialised AI that allows you to jump from one to the other, like you would from Netflix to Amazon to Max to Disney to regular TV.

Either way, this AI arms race is fun, but also a bit annoying because ultimately you just want the best AI, not having to jump around from one to the other to the other. Kind of feels like the next evolution of computing and connectivity with AI is already just going the way of the PC market, smartphone market, and internet, fragmented and siloed with each major tech player wanting to do their thing to squeeze every last cent out of you…

Maybe the future of AI sucks?

Don’t miss the $180 billion IPO of the decade

The IPO market is booming, but one upcoming public offering is set to break all records. At an estimated $180 billion, this potential IPO could create untold fortunes from its first trading day. The best part? You don’t have to wait. This “backdoor” opportunity is a way that sets you up to take advantage before the IPO happens.

Click now to learn more.

Capital at risk.

Boomers & Busters 💰

AI and AI-related stocks moving and shaking up the markets this week. (All performance data below over the rolling week).

man in black suit jacket and black pants figurine

Boom 📈

Amesite (NASDAQ:AMST) up 36%
WISeKey International (NASDAQ:WKEY) up 31%
Alphabet (NASDAQ:GOOG) up 4%

Bust 📉

Baidu (NASDAQ:BIDU) down 5%
Teradyne (NASDAQ:TER) down 5%
Apple (NASDAQ:AAPL) down 4%

From the hive mind 🧠

You really should see this for all its cringy glory. Sam & Jony.
The other day it was Elton John voicing concerns. Today it’s star of Cheers, Frasier and the voice of Sideshow Bob, Kelsey Grammer.
What is worth $1 billion one day, and then nothing the next? Answer: Builder.ai a Microsoft backed AI startup that’s now in administration.