Welcome to the podcast.
We're also going to be talking about why Wall Street wasn't really won over by NVIDIA's big conference that they recently did.
There is an exclusive tour of Amazon's Tranium Lab.
This is the chip that won over Anthropic, OpenAI, and even Apple.
We want to talk about what's going on inside of that.
And WordPresscom is now letting AI agents write and publish posts and more which honestly, I actually use WordPress to this day.
Jeff Bezos is also reportedly looking for 100 billion to buy and transform old manufacturing firms with AI.
We're going to get into all of that on the podcast today.
But before we do, I wanted to mention that AI Box has just launched video on our platform for both of our playground and our builder.
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All right, let's get into the episode today.
The first story I wanted to talk about is AI token compensation.
So right now, token is becoming a really tokens to generate AI.
Things like cloud tokens are becoming a really big budget layer to what a lot of developers and companies are paying their users for.
It's almost like swag, right?
Like when you go join a company and they're like oh, check out, you get this free cool backpack and this free cool hoodie and all this stuff.
It is what you're getting now with cloud spend and token allocation.
Engineers that are in what are called quote unquote, like high impact areas, are getting larger token allocations.
And that means they get better tools, they get faster outputs, they get, you know, basically potentially a better career path.
People that are in, you know, a role that they're like, well, it's not quite as important.
They're going to they're going to cut back on that.
And you basically are getting held back from the fastest career growth path.
So it's kind of an interesting conundrum for a lot of these companies.
The second story I wanted to cover is that Nvidia's GTC conference really didn't impress Wall Street.
This is kind of interesting.
The Nvidia stock actually dropped during the keynote.
I think that's a pretty strong signal.
Even you know they had a lot of positive announcements and even that wasn't enough to really meet expectations, which just goes to show how I don't want to say hyped up, but like Nvidia has had such a meteoric rise.
It's grown so much.
I think people expect so much from it.
And Nvidia right now is a 4 trillion company but it is under a lot of pressure because at that scale growth expectations are really extreme.
I think it's not enough to just lead AI.
They have to really dominate it continuously.
I mean, if you heard a lot of the interviews coming out of Jensen Huang at the conference, they have huge plans, huge vision, huge ideas.
He wants to dominate a lot of industries and people just don't think it's enough or they don't think he can pull it off.
I think right now investors are worried because there's a lot of other hyperscalers that are building tools right.
We have Amazon, we have Google, we have a lot of others that are building their own chips.
I think that's basically the biggest long-term threat to NVIDIA's dominance.
I think AI demand right now might be potentially peaking.
I think there's concern that current spending is front-loaded.
A lot of companies may slow investment once some of their initial infrastructure is built.
And so I think the narrative is shifting a bit from kind of growth to sustainability.
And Wall Street is asking you know, can NVIDIA maintain the margins when competition is really entering the market?
So that's going to be what we have to look out for there.
The next thing I want to cover is Amazon's Tranium Lab.
This is a huge story for a number of different reasons, but Tranium is already being used by a lot of the top AI labs.
Anthropic, OpenAI, even Apple are all reportedly using it.
Amazon is vertically integrating the AI stack, which means that they are not just hosting the models.
They're actually building the chips.
They're running the infrastructure and they're distributing the models.
Tranium right now is optimized for cost efficiency, not for peak power.
And so Nvidia is really winning on the performance and Amazon is competing on price per token.
AWS right now is turning into kind of this multimodal marketplace.
You have Tranium, you have Bedrock, you have multiple model providers and Amazon is becoming basically the default AI distribution layer.
I think this is the real, you know, NVIDIA threat.
It's not really a startup. the biggest competitor is not just another chip startup for Nvidia.
It's that these hyperscalers control a lot of demand and people are, you know, let's say they're buying access to Nvidia through AWS.
Well, if Amazon starts to create some of their own chips and some of their other you know tools that threaten Nvidia it's really easy for them to market that and promote that to their users and steal a lot of market share straight from Nvidia.
The next thing I want to cover is WordPress's AI publishing.
So I think WordPress right now is trying to unlock fully autonomous content loops.
Basically we know, with tools like OpenClaw, agents can now research write, publish with no human required blogs.
And there's been a lot of like AI tools that have helped to do this type of stuff in the past.
I've even messed around with it a lot.
And if you I mean basically it's you're going to have the same problem as WordPress you've always had on the internet, which is, if you create low quality things that people don't really appreciate, use if they don't have a lot of uh, you know, if they don't stay on your web page for a long time reading your content, if they bounce quickly because it looks low quality or ai generated, then you're just going to fall in the google rankings.
So I think it's important to note that, like as a caveat to this whole story.
WordPress sure is kind of getting in more with AI.
But if you make low quality content, it's not really going to benefit you.
And for people that are too concerned about AI slop.
If people don't like the website, if you see AI slop it gets very.
You know Google does a good job of demoting that in the search results.
Okay.
So here's what's happening.
WordPress right now, they power 40% of the web.
I think basically all the websites I personally use are running off of WordPress.
I don't use a lot of other, I mean, other than just custom coded stuff I build on Lovable.
That's kind of one of the primary places.
And so it's not like a niche.
It's basically the biggest distribution for websites.
But the biggest story here is that basically WordPress.com is embracing AI agents.
And when I say WordPresscom, that doesn't mean every WordPress website, because WordPresscom is a place that you can go in and host and publish websites on.
And WordPress.org is kind of the software that runs on websites for free.
So I just want to differentiate the two of them there.
But WordPresscom has decided that they, as a website and organization, are going to embrace AI agents.
They put out a whole kind of post about this, but basically what that means is that there's going to be a side panel that you can talk to and basically ai agents are going to be able to draft edit, publish all of your content on your website.
They're going to be able to manage your comments, they're going to be able to update and fix metadata and organize content with tags and categories.
A lot of this stuff that was quite menial to do in the task or you know, in the past is now going to be able to be accomplished by these ai agents on your website.
Honestly, i'm a huge fan.
I think this is amazing.
What I'll say is that the hosted version of WordPresscom it's only a really small fraction of the 43 of websites that WordPress powers.
Still, it is a pretty big footprint.
There's about 20 billion page views.
There's about 409 million unique visitors every month that go through websites that are hosted via WordPresscom.
So those websites will get access to this.
But it's not every website in the world and it's not the full kind of WordPress's 43 percent of the entire website.
That's kind of getting access to all of these tools.
All right.
The last story of the day is that Jeff Bezos is looking to spend 100 billion on AI manufacturing rollups.
Essentially, he would be starting a brand new fund which is going to be used to buy companies in basically a lot of the major industrial sectors.
I think ultimately he's trying to modernize and automate them with AI.
This is according to a bunch of stuff that was published on the Wall Street Journal.
And this is all kind of in relation to Jeff Bezos' AI startup, which is called Project Prometheus.
It was originally reported that Jeff Bezos was working with them in November.
He's kind of the co-founder and a co-CEO.
He's alongside the former Google executive, Vik Bajaj.
And Prometheus, it launched, it had about a $6.2 billion in funding.
They were focusing on creating these kind of high-level AI models.
And specifically, they were just trying to improve things that were happening inside of manufacturing and engineering, also inside of aerospace automotive, a bunch of other sectors like that.
I think the new manufacturing fund that he's raising right now is going to support that mission and they're going to start buying up companies that are going to ultimately use some of the models coming out of Prometheus.
It's kind of an interesting strategy if you think about it.
According to the Wall Street Journal, Bezos was recently traveling to Singapore, in the Middle East, as he was trying to raise funds for this effort.
And I think right now his plan is to acquire companies in areas like aerospace chipmaking and defense.
And it's an interesting strategy, right?
He's literally acquiring companies that would be customers.
And so, instead of having to go find customers to use his product, he goes, acquires the company and then puts his AI inside of those.
It's kind of a fascinating strategy.
And I guess he wants to raise 100 billion to go and do this, which is interesting because Project Prometheus initially launched with 62 billion in funding.
So the software company has only raised 62 billion in funding, but he's trying to raise a new fund of 100 billion just for the acquisition of the companies that will be powered by this.
So Really fascinating story.
Guys, thank you so much for tuning into the podcast.
If this was interesting and if you learned anything new about the AI industry today, it'd mean the world to me.
If you left a rating and review on the podcast.
And, as always, make sure to go check out AIboxai if you want to try our latest video models that we've added to the platform, as well as dozens of other models.
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All right, guys, thanks for tuning in and I will catch you in the next episode.
