Emergence of Agents: AutoGen No code tool for generating your army of agents!
A technical walkthrough of how to install AutoGen from Microsoft to create agents (skills) and workflows (a sequence of agents) to create an army capabilities
Top 10 trends in AI in 2024 by Matthew Berman
0:00 - LLaMA 3 - Meta's open source model will power last mile devices and also open it upto researchers
7:19 - Gemini Ultra - Gemini is a pathbreaker despite the marketing gimmick that was played in the launch
11:30 - Robots - Boston Dynamics will get strong competition from Tesla Primus which is now doing a walking speed of 2km/hr which is enough for most tasks
15:02 - Open Source Acceleration - There are 325000 models in Huggingface!
21:13 - AI Agents - AI Agents are now able to create armies and its only going to accelerate
25:20 - No AGI - No prices for guessing. But 2029 are the dates from Elon Musk
27:34 - Synthetic Data - Data is going to be the most restrictive factor for training models by newcomers. Synthetic data could be the answer
29:29 - Multi-Modal - Everything will be multimodal, but text still dominate and everything else likely to be noise
31:30 - Evil Bots - There is no way humans will be able to identify bots from other humans in the cyber world. The only way is to use payment mechanism for each user which X is already implementing
34:16 - GPT4.5 - GPT5 is not being worked upon, but GPT4.5 likely to arrive by Q1 2024
Top 5 stocks in AI space in 2024 - Tech Trends
0:00 - Nvidia Stock - Everything - dominance in both Data Center and Desktop AI Chip market makes it a natural leader pencilled to double in 2024
0:19 - AMD Stock - AMD is the only alternative (Qualcomm, Apple are some others) to credible AI chips. Expected to double too
1:47 - Tesla Stock - Tesla is not just EV, but various subscription models around self driving is yet to kick in. However important to note that
3:08 - Arista Networks Stock - Meta and Microsoft are using its data center network gear. 750million revenue and likely double
4:01 - Cloudflare Stock - Security software to prevent DOS attacks. Open AI is one of the key customers. 87% increase in 2023 and likely to continue
5:13 - Baidu Stock - Baidu is China's google. But they are developing new advantage in dominating the self-driving ride hailing service - 4m+ rides. China's come back into growth
NVIDIA's generative AI play across Data Center & Desktop Markets: Gaming, Video Generation and other interactive games
00:00 Generative AI - Bigger Than the Internet - The computing power required is much more than desktop and mobile-driven internet growth. NVIDIA is set to dominate with its eco system
01:54 Hybrid Computing for New AI Applications - Gaming, Robots, and Video Generation are new hybrid applications that will provide new experiences to the users
05:53 Nvidia GeForce RTX 40 Super Series GPUs - Nvidia platform for Generative AI on desktops / end-user devices
08:03 Nvidia ISAAC and Generative AI for Robots - Platform for creating AI-powered robots. Some applications need a cloud service to continually train the robots. And few other use cases largely to execute on end-user devices with occasional releases. Either way, Nvidia has an ISAAC platform this
Three AI trends to guide investments
01:12 Generative AI Assistants - Call it agents or assistants, we will see an advent of intuitive and largely autonomous AI assistants. Rabbit, which is a mobile device with just voice interface is the case in point
08:50 Spatial Computing for Productivity - Apple and Meta are leading this trend. You wont need a laptop and multiple screens to work productively, instead VR spatial computers will extend those capabilities from a slick device. Sony has introduced their product in this market which has a sound competition, we can expect from Samsung and others too
12:58 AI PCs & Hybrid Computing - This is largely driven by Nvidia, but we can expect both AMD and Qualcomm to catch up. PCs we need in future are very different from what we have today and the form factors that needs to be supported will also be different
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