#199 - OpenAI's 03-mini, Gemini Thinking, Deep Research, s1
Summary
This episode covers OpenAI’s O3 Mini and Deep Research, Google’s Gemini 2.0 rollout, and Mistral’s new mobile app. The hosts discuss the future of RAG, the strategic shift toward inference hardware, and SoftBank’s $40 billion investment in OpenAI. Additional topics include AI music generation by Riff Fusion and Pika Labs’ video editing features.
Topics discussed
Sponsor intro and episode overview
Host banter and listener feedback on AI music
OpenAI O3 Mini and Google Gemini 2.0 releases
OpenAI Deep Research and agent scaling curves
Mistral updates, Nvidia CapEx, and AI media generation
SoftBank investment in OpenAI and European data centers
ASML EUV lithography and Nvidia stock analysis
Open source models: Tulu 3, Small Goes Big, and benchmarks
Research papers on reasoning, scaling, and distributed training
AI policy shifts, safety research, and episode outro
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