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☕️ 2025 Will Be Big For AI Agents - OpenAI Kicks Off The Year with Operator
Sam Altman's memo about AI agents "joining the workforce" in 2025 takes their first steps to become a reality with the release of Operator, the company's first major agent product. Other key takeaways of the week include:
SoftBank, Oracle, and OpenAI announce a $500 billion US AI data center venture named Stargate Project
Mistral CEO and co-founder Arthur Mensch confirms that the French AI startup is preparing for an IPO
Another $1 billion from Google - The tech giant's investment in OpenAI rival Anthropic continues to grow
Join us at AI Tangle as we untangle this week's happenings in AI!
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THE BIG AI STORY
Credits: OpenAI
Not long after rumors of OpenAI's elusive AI agent nearing its launch began popping up, the AI poster child pulled the trigger and released its first attempt at changing the playing field - Operator. As detailed in the company's blog, Operator is a general-purpose AI agent that can take control of a web browser and independently perform tasks on the web, all powered by OpenAI's Computer-Using Agent (CUA) model.
What more do we know of Operator?
The CUA model, specifically trained to interact with websites, combines the vision capabilities of GPT-4o and advanced reasoning from OpenAI's more advanced models, likely o1. Operator has been promised to automate tasks ranging from online shopping to reserving restaurants, though OpenAI warns that the CUA isn't perfect - it might struggle with more specialized tasks. Tasks like sending emails or banking transactions, however, require user supervision for security reasons.
Operator is currently out as a research preview, and only users in the US with the $200/mo Pro subscription plan will have access to it, though a rollout to Plus, Team, and Enterprise tiers will follow shortly. OpenAI CEO Sam Altman claimed Operator would be available in other countries soon enough, though European users specifically will have to wait a while.
6 QUICK HITS
Earlier this week, the Stargate Project was unveiled at a press conference by SoftBank, Oracle, and OpenAI representatives at the White House, where President Donald Trump spoke at length about investment plans in US infrastructure. The goal is to pour $500 billion over four years into data centers in the US, starting with Texas, with an initial commitment of $100 billion, of which SoftBank and OpenAI have already pledged $19 billion each. Additionally, Microsoft, Nvidia, and Arm are named as additional technical partners in what is one of the largest ventures in the US' AI sector.
Following an interview with Bloomberg at the World Economic Forum, Arthur Mensch, the co-founder and CEO of French AI startup Mistral, said that the company is preparing for an IPO while expanding into Asia-Pacific with a new office in Singapore. On top of that, Mensch also dismissed any acquisition rumors involving Microsoft, which, so far, has invested €15 million in the startup. Founded in April 2023 by former DeepMind and Meta researchers, Mistral has grown rapidly and raising $1.14 billion at a $6 billion valuation, with its most notable offerings including its Mistral Large and Le Chat.
Google is set to invest over $1 billion in AI startup Anthropic, separate from a recent $2 billion funding round led by Lightspeed Venture Partners, valuing the firm at $60 billion, according to an article by Financial Times. This adds to Google's previous $2 billion worth of investment in the company. Anthropic, a key rival of OpenAI, generates $875 million in annualized revenue through direct sales and partnerships like Amazon Web Services, through which it primarily sells access to enterprise clients to its models and technology.
On top of the Stargate news, Microsoft no longer finds itself as OpenAI's exclusive cloud provider but retains the "right of first refusal" for additional computing needs, as explained in a blog post by the tech giant. Despite OpenAI's expanded partnerships and a recently made "new, large Azure commitment" for products and model training, Microsoft still holds onto exclusive API rights and IP usage for integration into their products, like Copilot.
ChatGPT has yet again experienced a significant outage on Thursday this week, with, as of writing, over 10,000 users in the UK alone reporting issues via Downdetector. Users encountered a "bad gateway error," and OpenAI has yet to provide an official explanation for the cause. The outage began at 11:00 GMT that day, disrupting services for many of the chatbot's 300 million weekly users. While some users were understandably frustrated, others joked about the downtime on social media to highlight just how much they or others depend on it for everyday tasks.
SES AI, a Li-Metal battery manufacturer, has recently secured contracts worth up to $10 million with two global OEM partners to develop AI-discovered materials for automotive batteries. These contracts build on SES's AI-powered Molecular Universe project, which recently delivered the first battery using an AI-discovered electrolyte. Company CEO and founder Qichao Hu highlighted the contracts as a milestone for AI-driven battery innovation. SES' shares rose in accordance, up to 60% in premarket trading that day following the announcement.
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Your AI Sherpa, Mark R. Hinkle Enterprise (TheAIE) Network |