The ChatGPT & AI Revolution will Destroy 40% of Jobs | Prepare.

now we gotta talk about artificial

intelligence generative AI what it could

potentially do to the jobs Market is it

an inflationary impetus is it

disinflationary what companies might

benefit and what are some fears that are

circulating because I'll tell you Elon

Musk along with 1100 Engineers yesterday

signed an open letter calling for a

six-month pause on any kind of

artificial intelligence that is stronger

than chat GPT 4 level strength

now I tweeted about this of course I

feel like when I tweet logic it's not as

sort of like viral as if you tweet

something that's more emotion based but

I do it anyway because I like to share

what I think is logical input uh and

hopefully you like following for that

and so I shared this I said 1100

engineers in Elon Musk signed an open

letter demanding any artificial

intelligence development stronger than

Chachi pt4 pause for six months based on

this scientific Game Theory I just drew

it looks like your choices as a company

are pause and have a 50 chance of dying

or don't pause and have a 50 likelihood

of dying

looks like you're screwed either way in

other words

in a game theory example in my opinion

it makes absolutely zero sense for any

company to actually pause their

artificial intelligence research because

think about it if both companies pause

what do you get well you get a

stagnation right defined by PP both a

company's pause get a stagnation

everybody loses the potential benefit is

hey hey maybe we could regulate Ai and

the world doesn't end right because the

idea if that if both companies or all

companies don't pause then maybe the

world ends because robots and AI take

over the world

all right whatever that sort of this

extreme argument right now but the more

likelihood is that some companies pause

and some don't and in that case the

companies that don't pause win the

companies that do pause die so basically

by pausing you're signing up for killing

your company and if both companies don't

pause you're basically signing up for

killing your companies so the best

answer is everybody pauses for the

likelihood of everybody doing that is

basically zero it's a classic prisoner's

dilemma scenario so without going into

the details of exactly what that is I

think the bottom line is simple when it

comes to Elon musk's letter it's a nice

way to suggest hey can everybody please

put their swords down for a moment while

everybody else catches up and in public

people will be like yeah yeah yeah yeah

yeah sounds like a great idea I think

private everybody's gonna like keep

going man keep going

the world don't work like that it's way

too competitive way too competitive hell

i'll say it if everybody else pauses

I'll jump in and I'll start developing

although I have developers I've worked

with it

so maybe I'm one of those not posers

but anyway we gotta look at this Goldman

Sachs piece let's take a look at this

all right what do we got here generative

AI laying out the investment framework

we're going to be going into some

specific stocks as well but listen to

this generative AI further unlocks value

as it extends the utility created by AI

or software providing new tools for

enhancing end user productivity now I

have to say I've been playing with

generative Ai and one of the things

about AI is that we've regularly been

saying oh well ai's not going to uh

remove like creatives right there's

there's no way artificial intelligence

is going to affect creative people so as

long as you're creative you're good

right

I don't know about that uh just because

I mean you can now feed into an AI hey

AI design me an app and even though some

of these AIS they're not really good

about putting text on yet in terms of

actually giving you inspiration for

layouts look at this

I put into an AI generator give me a

real estate investing app

and this is what it came up with I have

to say for 30 seconds of work

it's kind of cool it gives you

inspiration for buttons and colors and

gradients and style uh in the future

we'll be able to just hit export and

you'll get the code for it and then you

can adjust you know the text and all the

little funky miscellaneous stuff

generative AI is is pretty impressive I

mean to the point where Max is like Dad

can you draw a ball with eyes coming out

of a box and glasses uh and and like a

little character and uh the AI gave me

four different choices and I was blown

away I mean look at this within like 30

seconds look what I get this is insane

this is really good I mean like I can't

draw that in 30 seconds and that looks

phenomenal I mean how long would it take

a creative to actually design this stuff

two hours three hours I don't know even

if somebody's really good an hour I took

this off for 30 seconds and if you can

now export all these elements in the

future to photoshop and then or or

whatever some kind of uh you know

software After Effects whatever and

start animating this or playing with

this boy

I mean I thought creatives would be safe

from AI generative AI is pretty dang

impressive everybody's at risk but

anyway how do we make money off of it

well that's why we're talking about

Goldman Sachs so generative AI is about

generating stuff like we just did we

estimate that generative AI software has

a total addressable Market of 150

billion dollars versus the total

software industry of

685 billion dollars no it's not stable

diffusion it's my secret uh but listen

to that that is 150 that's 22 of the

entire total addressable market for

software could be literally generative

AI but you know what the beautiful thing

about generative AI is is it isn't even

processing on my computer tutor I did

that on an iPhone why did I do it on an

iPhone because it didn't use my iPhone's

graphics cards it used a server

somewhere to do all the artificial

intelligence work and then beam over an

end product to me people made fun of me

for in my active

ETF you could learn more about by going

to meet kevin.com people made fun of me

they're like oh Kevin uh you're too

heavy on chips and I'm like are you

kidding me have you ever in your life

used a backbone controller for a cell

phone have you ever used generative Ai

and do you understand what where the

video processing is done maybe not well

I'll explain not on your phone

so this right here is a backbone

controller it's pretty cool you can put

your uh phone into it and look I'm not a

game review Channel over here but the

the point is just to say that this

basically turns into a gaming controller

just like this and it's a backbone you

know a little controller or whatever it

is over here and the cool thing about

this is I don't actually use the

processors for gaming in my phone I can

stream them through xbox.com and

basically have a a virtual gaming

machine that I could stream through on

here now yeah you should have a low

latency internet connection uh but

fortunately I got fiber over here so it

works very well but I basically have an

Xbox in my pocket and when I travel if I

want to do anything I got a whole Xbox

with all the games I could want in my

pocket now I rarely use it I generally

give it to the kids but the point is I

just gave you a few examples here of how

generative AI

could be really incredible not only can

you generate characters and then animate

them for video games or you could

generate app ideas but all of this is

being processed not by your devices but

by other devices that's a huge Boon in

my opinion to the chips industry because

who's processing it data centers and

servers anyway Goldman Sachs has some uh

ideas in terms of how some companies

could benefit and so let's uh let's take

a look at that

uh all right so we raise as a result of

this piece here we raise our price

targets ten dollars on Microsoft

Salesforce five dollars Adobe five

dollars oh it's one of the ones I have

exposure to uh to incorporate higher

outer year estimates to reflect our

conviction in the success slash adoption

of newly launched generative AI projects

it's pretty exciting co-pilot copilot by

the way is is a fantastic tool for

basically helping programmers code a lot

faster additionally we highlight

companies like Intel Google Amazon

Nvidia and meta as the company's best

position to succeed in the new AI driven

Paradigm this is pretty exciting so I

want to talk about this some more uh and

we'll go into some detail here uh as

well as some potential risk factors

we'll go into detail specifically on

these companies but uh take a look at

how this is starting to also change the

media narrative so look at this

generative AI this was on the front page

of the Wall Street Journal today

generative AI is already changing White

Collar work as we know it and they

basically have a whole piece talking

about how people are like oh gosh we are

actually going to see job loss from this

and they're talking about how companies

from Walmart to zip recruiter and Yelp

are already kind of basically plotting

how to use AI to take over the world

quite frankly I think at some point in

the future I think this is just like a

very realistic uh point of view I think

at some point in the future using Ai and

it could be now using AI versus not

using AI will be as Extreme as using a

computer versus not using a computer

like let me use a more relatable example

well at least to my generation uh if

somebody's like hey I'm gonna mail you

something or I'm going to fax you

something and you're like what the f why

don't you just email it okay that's kind

of the level of difference that I

project for AI and I think that every

company in the future will use AI it

will be as simple as saying we use email

in the future like of course you're

going to use AI then it's just going to

come down to which companies are going

to be best positioned to use that most

effectively at my real estate startup

we're very excited about using it it's

still too early for us to let it make

decisions for us way too early for that

but we could definitely use it to to uh

to to Ping us of certain ideas uh or

Trends or deals so we really like that

that's already working it's pretty

incredible anyway let's keep going so

I've actually bought deals from my AI

already uh not for my real estate

startup but for myself a couple years

ago I was using the software I go

through the software I'm like oh damn

that is a really good deal

in it so like it still takes the human

element today but the potential is like

anyway so what do we got over here uh

monetization and enterprise software and

cloud computing just as cloud

hyperscalers like AWS Azure and Google

Cloud platform commercialized Cloud

infrastructure and platforms which in

turn accelerated the growth of software

Services businesses we believe that open

ai's chat GPT will drive adoption of

generative AI across software

Enterprises in this report we further

explore the opportunities for AI to be

integrated into the tech stacks of the

future by drawing an analogy between

cloud computing and an IT stack layered

with ai ai is expected to drive

significant productivity gains for the

economy they estimate potentially seven

trillion dollars of global economic

growth over a 10-year period with

productivity growing 1.5 percentage

points faster annually over the same

period in other words

AI could potentially expand our GDP

substantially faster than anybody is

expecting today now this is actually an

argument that the great Kathy Wood tells

us in fact when I was at dinner with

Kathy Wood she specifically like wanted

to drill home Kevin nobody knows what's

coming and it's not like it's a big

secret she talks about this herself as

well but the fact that it came up during

dinner just showed me her passion for

for this belief and we're seeing more

and more of this it's really really

incredible so uh we believe generative

AI can contribute a tam of 150 billion

to the global software Sac I agree uh

it's also there's an idea here uh that

maybe just maybe we can outgrow China uh

if we can have an edge on AI versus

allowing China to sort of catch up to

our GDP so to speak right uh and that's

really a suggestion of maybe the us

being able to insulate itself generative

AI tools have far-reaching implications

generative AIS enabling sales and

marketing teams to generate new content

devops engines to write faster code or

code faster knowledge workers to improve

day-to-day office efficiency and

scientists to develop drugs for rare

diseases and much more there are a lot

of actually really cool implications uh

with with artificial intelligence for

the healthcare industry being able to

even just diagnose patient ailments in a

way that doctors really haven't been is

phenomenal sometimes it takes going to a

doctor five six seven different times to

try to get a a conclusion to a certain

ailment whereas if uh you know an AI was

able to maybe just suggest a solution uh

there there could potentially uh be

faster medical care or more urgent care

in the case of indicators that may say

hey there could be something malignant

malignant happening so this is really

good for for health care as well

uh and keep this in mind too Chachi PT

is already reportedly replacing workers

I reported on this a few weeks ago but I

think it's a perfect place to reiterate

this before we go into a little bit more

of that analysis from Goldman Sachs on

which companies and and why uh companies

that reported using chat GPT to Resume

Builder said they use chat GPT 66 uh for

or sixty percent six percent of the

respondents said they used it for

writing code 58 for copywriting Content

57 for customer support 77 for writing

job descriptions actually for like

listing descriptions on the multiple

listing service for Airbnb well airbnbs

aren't on there but for like real estate

listings uh or Airbnb itself car rental

descriptions job descriptions basically

copywriters to some extent or or either

being aided by chat GPT or just replaced

at some point in the future kind of

scary time to be a copywriter because

essentially you could take a whole

document throw it into a an artificial

intelligence program go look for you

know run on sentences uh wordy sentences

not just spelling and grammar but

actually like more logic based problems

uh you know hey where where does this

not make sense where does the sentiment

stray these are some pretty incredible

prompts you can ask AI these days and

they're already doing a phenomenal job

out of uh 500 companies interviewed by

Resume Builder uh 250 companies half of

them said that chat EPT has already

replaced workers at the company how Wild

is that it comes at the same time as uh

multiple different uh companies and

Partnerships or are uh being expanded

upon you know you've got the um uh

Google you've got Google Partnerships

and Google duplex you've got uh Bard

over at Microsoft some really incredible

expansions uh and chat ept4 is

substantially more powerful than chat

GPT uh 3.5 already let's keep going here

so generative AI we talked about that we

expect incumbents a new wave of

innovation across the incumbents now

this is such a really incredible

argument usually one of the explanations

or reasons people say that oh AI uh or

rather

Omega caps are a bad investment is

because they say mega caps used to be

Innovative and that's why they were

disruptive and grew as much as they did

but now they're not Innovative anymore

in other words The Innovation is dead

well AI is being argued to potentially

being capable of allowing some of the

existing massive companies like

Microsoft alphabet Nvidia Amazon

Salesforce meta into it and Adobe to

lead the industry uh in in sort of a new

wave of innovation I think before I may

have mentioned Intel I suppose I meant

to say into it but anyway that's

interesting uh so then uh then there and

mostly because there's a lot of talk

about this Innovation slow down in

America and so that's very interesting

uh so this expands the opportunity for

more seamless upsells cross promotions

Cloud providers we expect to use

generative AI will drive demand for

compute compute is great for again the

chips manufacturing sector uh see we've

got a little note here about how chips

manufacturing companies sell the

pickaxes well software have to find the

gold let's take a look at their talk

about Microsoft they think Microsoft has

uh this uh this large enhancement to

really their edge browser and their Bing

search experience by including they're

barred AI into search results they see

that as as a pretty good driver of

potentially uh Microsoft Edge software

usage their browser which could lead to

more potentially advertising sales for

Microsoft it's actually really

interesting I was reading a story just

yesterday about how ad sales despite the

crazy economy are expecting to pick up

actually it's worth looking at that

because it's quite related here oh yeah

here it is U.S ad sale spending still

expected to grow in 2023 despite quote

stressful economic signals now that's

important for companies that I like

exposure to as well like trade desk I

like to hear that there's still growth

in advertising I've actually fled to

trade desk because I think they're one

of the most pure play advertisers that's

actually in a a very growing Niche

within advertising but if the entire

advertising space still grows that's

even more phenomenal so I saved this art

article I was starting to read it a bit

yesterday let's look at this a major ad

forecaster said advertising is still

expected to grow in 2023 despite mixed

economic signals a resiliency that

industry Pros say would have been

unlikely during earlier periods of

turbulence media owners and this is this

is actually great for Microsoft and

Google I actually stopped investing in

Google for a while uh and uh and I have

many reasons for that we've been talking

about that a lot in the course member

live streams but now I'm starting to

wonder hey is is there potential has

Google potentially had its Nike Swoosh

bottom I mean just to compare to the

Nike Swoosh for a moment there's Google

you're still kind of bobbing along in

that lower region here but we've

definitely inflected off the the low

lows so maybe maybe worth revisiting in

our course member livestream today but

let's look at ads here media owners Us

ad revenues are expected to grow 3.4 to

326 billion this year according to a

quarterly forecast from Magna a media

intelligence and investment firm you

interesting that's actually surprising

that's uh slightly down from their

December estimate but the fact that it's

still positive for the overall media

industry is actually really incredible

3.4 percent for the entire industry

that's great The Firm expects little or

no growth in the first half of the Year

followed by a recovery in the second

half as the economy becomes more stable

wow I mean this is like this flies in

the face of this idea that oh Q3 Q4

recession this ad buying or this ad

analytics firm is actually suggesting no

no things will actually be better in the

second half now that does sort of get

reiterated by a lot of company earnings

calls who say they expect their margins

to be stronger in the second half as

they finally have raised prices they're

not raising prices anymore now but then

they've laid off excess workers and

they're becoming a little bit more

efficient that's actually a very

interesting argument that the second

half may not be as scary as as people

keep forecasting that it may be and that

agrees with my Nike Swoosh thesis so

maybe I'm a bit biased there keep in

mind by the way I I um my goal now is to

send uh probably with starting either

starting this week or next week uh

sending daily Buy sell alerts for some

trades that I'm doing a few days ago uh

we had a really cool sell put

opportunity that yielded about uh 10 and

then it's it's actually performed very

very well over the last few days uh and

so we're looking for a lower risk cash

opportunities and so we had a great

opportunity on a cell put there where

volatility was still high unnecessarily

so but stuff like that is what you might

expect in the course member live streams

I'll link down below uh or just go to

meet kevin.com okay so let's keep going

here the economy is showing early signs

of improvement in Jan Fab including

receding inflation but slow and steady

growth in GDP we're always expecting

more of a Slowdown at 23 with tepid

macro expectations but three months

later we see economic signals oh wow

listen to this are actually no not so

bad and some of them are improved if we

compared it three months ago wow this is

a phenomenal piece by The Wall Street

Journal here this is actually quite

unexpected I thought I had to hide in in

a trade desk for my advertising exposure

but this is really suggesting that the

advertising Market is is uh really still

quite strong you know what other

companies that I keep referring to when

it comes to advertising a company that's

just spending like crazy is actually

Carnival Cruise Lines uh oh my hair is a

little wild isn't it isn't that

beautiful though don't you like it when

my hair is crazy that's because I'm

crazy see I mean who else would drink

coffee out of it don't sue me bro mug

but I appreciate you saying that one

positive dude from twitch it's actually

a perfect name appreciate you but anyway

this is really incredible uh so I was

gonna say

um I don't remember what I was gonna say

let's just keep going

uh look let's see here oh yeah yeah

Carnival Cruise Lines is advertising

like crazy because they were only at 91

occupancy and they're like freaking out

trying to get to more occupancy and they

can't pull it off so what are they doing

they're like tripling down on

Advertising it's wild uh anyway uh if it

was 20 years ago in this economic

climate we'd probably expect advertising

spending to fall but we don't because

there are organic growth factors to put

against this macro environment that is

uncertain indeed the organic drivers

that boosted the ad Market in 2021 in

the first half of 2022 are still around

and mitigating the impact of stressful

economic signals

Automotive ad spending is also expected

to Rebound in 2023 thanks to pent-up uh

demand for auto marketing wow this is

actually really incredible uh that's

awesome okay so great news for

advertising let's go back though since

this is really supposed to be about uh

chat GPT style stock AI across its

platform particularly across core

products at Microsoft here are some

various products they have okay

fantastic Microsoft is in a unique

position

to uh that basically to augment human

productivity you know I remember when I

interviewed uh it was a great in-person

interview with um

uh Brett Whitten over at arkinvest he

suggested that AI in the future will

just be basically embedded right into

our Google spreadsheets or our Microsoft

Excel and so we'll be able to tell AI

hey and to some extent you could already

do this hey you know I don't want to do

all this work can you basically do this

for me and with a click of a button it's

done uh I mean I used to spend eight to

ten hours a day building spreadsheets

and I'm really familiar with with the

efforts and and tribulations that come

with building spreadsheets and golly if

if AI could check your logic even oh oh

it's great and it's already doing that I

mean you could go through some some

Twitter posts where people purposefully

take code that they deleted some code

from and they inject it into AI or the

chat gpt4 and they're like hey can you

fact check this and the a is like ai's

like oh it looks like you know there's a

section missing this would actually work

if you injected this piece of code in

and it has no idea what you deleted but

it basically finds exactly what the

problem is in the code and adds it right

back in for you it's scary it's like a

it's like a self-healing robot that

actually kind of makes me think of video

games like when you when you shoot the

alien and then they look down at their

bullet wound and it just

heels back up it's like is that all you

got oh two Transformers these uh anyway

oh man hey this is the perfect spot to

remind you to get life insurance in as

little as five minutes because we have

no idea when the robots are gonna take

over and kill us all I think this is

probably not the best way to advertise

life insurance because it's a little bit

gloomy and you know hey we got to put

the paid prom emotion thing up here but

uh yeah you could get it in as little as

five minutes by going to metcavin.com

life all right here we go so uh all

right so Microsoft fantastic

prioritizing r d okay great alphabet

going back five years ago Google began a

series of introduction outlining how AI

will be the driving force behind many of

the company's products alongside a

broader Computing shift including Google

assistance assistant

duplex lens translate blah blah blah

blah we see the recent announcement of

Bard as an extension of these efforts to

match product uh iteration and

continuing the evolution of search with

recent customer excitement about chat

GPT of course okay great so what are we

gonna do uh what are their examples they

want to infuse all of its products with

AI such as Maps YouTube's recommendation

engine auto complete on Gmail

autocomplete on Gmail is already pretty

dang good uh in addition we see Google

at the Forefront of an AI driven

automation within digital advertising

with performance Max it's automated

end-to-end campaign Management Service

that optimizes spend across inventory

okay now that's actually pretty

brilliant this potential that you could

actually just have and maybe they

already have it based on this thing

called performance you could potentially

have uh an ad campaign and then rather

than you monitoring it or having someone

else monitor it that you're paying for

you basically just have ai monitor your

campaigns now why is that important

because when you spend money for ads you

end up as a business spending more money

when the ads do well so there's an

incentive for the ads to do very well

for everyone like Google wants your ads

to succeed right because then you'll

spend more money well what if your ad

starts out doing really well and then

people get numb to it well maybe AI

could kind of do that for you by by

transitioning some of the wording or

changing it up a little bit so quick

little Google here on oh performance Max

so I'm like Googling about Google that

just seems monopolistic but anyway

performance Max is a new Global based

campaign type that allows performance

advertisers to access all of their

Google ads inventory from a single

campaign designed to complement your

keyword-based search campaigns to help

you discover more converting customers

across across all channels performance

Max helps you drive performance based on

your goals performance Max combines

Google's automation Technologies across

bidding budget optimization attribution

and more

see that's actually pretty smart that's

fantastic uh I I mean that's that's a

game changer for advertising honestly

that's really cool Google's ads

automation uses machine learning to grow

your business you can input your unique

expertise such as budget business goals

and conversions you want to measure

Google ads automation will find

potential customers for your goals and

serve the most appropriate ad with

optimal bid and maximize campaign

performance I want to maximize

performance

I love maximizing performance

all right

so that's cool with internet coverage

alphabet leading the leading blah blah

blah okay that's just pitchy over here

multi-track record okay whatever video

what do we have over here we envisioned

a whole

hook companies across compute Network

and memory landscape benefiting from the

proliferation of AI we continue to

highlight in video a stock recently

upgraded to buy I've got a big position

Nvidia as I feel biased reading this one

but whatever to support the production

development of larger models whether it

be for major cloud hyperscalers or for

Enterprise customers as we stated in our

upgrade node here we model an

acceleration of the raid in nvidia's

wallet share within the context of

overall cloud capex is a growing

percentage of data center compute okay

basically stock go up is what they're

trying to say here furthermore to the

extent there's any doubt related to the

sustainability of nvidia's competitive

position we believe the generation the

acceleration in AI development

will if anything serve to extend the

company's leadership notice how they're

not talking AMD over here that's pretty

incredible that's awesome

wow while much of the focus around the

theme of generative AI has been

dominated by a market share by search

and gross margins blah blah We Believe

Enterprises push deeper into machine

learning with companies like Amazon

interesting AWS is exposed to this theme

in a number of ways through their AI

machine learning services such as Amazon

Lex poly transcribe comprehend Kendra

translate

sagemaker among others

that's a good point you know I mean

again a lot of these a lot of these

platforms are hosted at a company like

Google or Amazon and then you basically

let them do the compute for you the same

advertising benefit that Google saw

could be talked about at Amazon as well

uh that's pretty incredible

wow all right Salesforce as part of

salesforce's path to unlocking value we

outline the view that the incorporation

of generative AI have long tail benefits

for the companies for end user

experience okay I'm gonna like keep and

this is they announced Einstein GPT for

sales and marketing and stuff something

that's really cool about AI for sales is

the potential to predict when you should

actually reach out to your customer well

I I think that's really really cool uh

the

when I was a real estate agent I'm still

a real estate broker but when I was

actively selling real estate I'd have my

own customer resource manager that I

built which was pretty basic but it was

still awesome it was perfect and so I

would look and go oh I haven't followed

up with this client in X number of days

but one of the things that I was always

frustrated by was I would look at the

list and I would go okay even though I

haven't followed up with this client in

45 days I personally know that I

shouldn't follow up with this client

until six months from now but I

personally know I should follow up with

this client not after 45 days but after

10 days because they're very hot and the

other person's very cold uh or but but

will be hot in the future anyway that

sort of thinking I'm personally trying

to predict well a machine could probably

do that a lot better than me so I

actually

it's very interesting I kind of agree

that's actually very interesting from a

from a customer resource manager point

of view

AI could be a game changer for

Salesforce

I hadn't even thought about that but now

that I'm putting myself in the shoes of

a sales representative

hell yeah

meta we see Meta as an okay so I've been

like I've had problems with mentally

with meta because they're so convinced

on this like virtual reality uh and and

AI personally I think virtual reality

is is like 20 30 years away I think

augmented reality will be bitching like

I want to just put regular glasses on do

I have any glasses here I don't have any

glasses I just want to put regular

glasses on and and be able to have like

I don't know news feeds or like news

alerts pop up on screen you know kind of

like imagine walking around while you're

listening to a YouTube video and then

all of a sudden a banner pops up that

reminds you about courses and an ETF and

a real estate startup and affiliate

links yeah anyway so okay back to uh so

anyway I don't like that they're

spending all this money over there beta

but it's been a great place since

they're lows of about 80 bucks I'll give

them that uh so anyway what do we have

over here so they see 110 billion in

capex the majority of which is going to

meta's AI Investments with regard to

generative AI specifically meta has

launched a number of products including

make a scene and make a video a text to

image and text to video model

uh to to optimize blah blah blah access

to their artificial intelligence and API

whatever uh same thing with ad targeting

that's true they'll have the benefit of

AD targeting generative AI debates will

likely persist for them yes I agree

reels uh okay

cool Adobe though Adobe made its first

announcement under the generative AI

umbrella at its Summit conference last

week we highlighted adobe's early

investments in AI machine learning Tech

evidenced by the release of Sensai as in

2016.

so I wonder how they could do that like

I wonder if you could use AI to

basically build an architectural

rendering for you that probably that

would be really cool if you were like an

architect uh I was I I don't know why

I'm thinking AutoCAD right here but

AutoCAD uh is uh

um is not Adobe AutoCAD does a lot of

architectural work uh and uh I wonder if

you could use AI over there to sort of

generate models like if you could take a

matterport scan and then have ai do the

actual like 2D plan for you

appropriately and fact check it because

there's some conversion problems from

matterport so that'd be pretty sick

because now you're really taking the the

real world and able to manipulate it

with generative AI That's crazy anyway

Adobe would be more of your like after

effects or photoshop or Lightroom I mean

quite frankly some of the AI that you

could use now already with like

Lightroom to automatically enhance your

photos is really good it's pretty

incredible

chachept was the fastest application to

exceed 100 uh users pretty incredible

how does it work fine whatever uh I did

want to also hit this story here this is

a financial remember how I was talking

about how the Wall Street Journal was

talking about basically jobs being

affected Financial Times takes it a step

further and goes as many as 300 million

jobs could be effective and potentially

how because AI is going to get so strong

we could actually end up seeing a

significant disruption to the labor

market exposing 300 million full-time

workers to automation lawyers and

administrative staff would be the among

the greatest risk of becoming redundant

wow lawyers I didn't even think about

lawyers

I mean I still think you need great

people who could present a case but if

you could have ai do your case law

searching for you and like go through

these 5 000 cases and find me case Law

related to my case oh my God

oh that's a game changer because you

have to like pay people lots of money

right now to do to do research or like

when you do Discovery you know and you

get a box of 5 000 pages of documents

scan it up and tell AI find

incriminating evidence

and then Stitch a story together about

how this person's a criminal or fraud or

whatever

oh my God that's crazy

uh I didn't even think about lawyers I

mean I get it from the point of view of

like like you know document prep but uh

wow to calculate that roughly two-thirds

of jobs in the U.S and Europe are

exposed to some degree of AI automation

Based on data and tasks typically

performed in thousands of occupations

most people would see less than half

their workload automated

uh and probably see their jobs continue

well yeah sure because we've got a lot

of workers around the world but still

300 million job losses that'd be crazy

and that's just with what we know right

now we could see 63 percent of the U.S

Workforce affected thirty percent

unaffected probably like honestly

construction right like I mean you swing

in a hammer it's going to be a while

before you get your Optimus bot to come

swing your hammer for you wow that's

wild

here's another one AI develops cancer

treatment in 30 days and predicts

survival rate New York Post oh wow

here's a use case to show the capability

and complexity

uh that AI can replace artificial

intelligence just developed a treatment

for cancer in just 30 days and can

predict a patient's survival rate a new

study published in the Journal of

chemical science researchers at the

University of Toronto along with in

silicone medicine developed a potential

treatment

for some form of carcinoma carcinoma

that's like a that's like a skin fist

cancer right I don't know whatever I'm

not a doctor a stock doctor

uh where's my doctorate thing anyway uh

with an AI drug Discovery platform

called Pharma AI HCC is the most oh it's

a liver see that just tells you how

wrong I was HCC is the most common type

of liver cancer that occurs when a tumor

grows on the liver

okay AI powered protein structure

database from Pharma AI uncovered a

novel Target a previously unknown

treatment pathway for cancer and

developed a novel hit molecule that can

bind to the Target without Aid dude are

you serious

holy crap

that is absolutely incredible

uh

uh wow that is that's really really

awesome any potential drug would need to

go through clinical trials before

widespread use yeah you know what we're

going to get next we're going to get AI

clinical trials

uh well the AI took the drug and the AI

survived

I was rapidly changing the way drugs and

Medicine are discovered and developed

from traditional methods of trial and

erratives which are slow and expensive

which limit the scope of expansion Alpha

fold broke new scientific ground and

predicting the structure of proteins

protein folding by the way is uh

something I basically know nothing about

I am

clearly and incompetent when it comes to

protein folding but apparently

when you're trying to do like genetic

work you're trying to predict how

basically proteins in your body or in

nature can be created

and we're really bad at doing that

but AI is apparently really good at

doing that

so if you care about folding proteins

this is good

that's that's about as deep as I can go

I'm sorry like that I will just be

transparent with you there are some

things I just don't understand

um yeah cool cool pictures trials

medicines look at that in Vivo in vitro

uh in life in Petri dish see look I'm an

expert I know what I'm talking about

anyway this is really cool uh wait wait

wait wait wait wait in silico wait what

what wait a sec wait a sec wait a sec

this is what I I was joking about like

uh discoveries uh like doing clinical

trials in in uh um in chips and that but

uh that's kind of what they're talking

about here AI could be a Cutting Edge

technology for future cancer tear yeah

yeah I mean that's basically okay yeah

that's basically what they described

earlier about being able to figure out

uh a new potential cure for cancer

that's crazy really really cool so I

have to say AI absolutely phenomenal and

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