Towards AI That Can Actually Interact

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The AI Daily Brief: Artificial Intelligence News and Analysis 29 min 2 speakers 8 chapters transcribed 4 months ago
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What is the main topic discussed in this episode?

Nathaniel Whittemore 0:00
Today on the AI Daily Brief, a new approach to AI called interaction models. Before that in the headlines, OpenAI's big consulting arm is official. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. All right, friends, quick announcements before we dive in. First of all, thank you to today's sponsors, KPMG, Granola, Scrunch, and Section. To get an ad-free version of the show, go to patreon.com slash aiDailyBrief, or you can subscribe on Apple Podcasts. To learn more about sponsoring the show, send us a note at sponsors at aiDailyBrief.ai. And one more thing before we dive into today's episode. Thanks to listeners like you, the AI Daily Brief just continues to grow and grow and grow.
Nathaniel Whittemore 0:50
It is almost always a top five technology podcast, and it is almost always now in the top 200 of podcasts overall.

How is OpenAI's new consulting arm structured and what are its goals?

Nathaniel Whittemore 0:56
This has happened almost totally organically because of listeners sharing with their friends and colleagues, but I think it's time to pour some gas on that particular fire. I am now hiring for what I'm calling a growth engineer. And the goal is to build stuff to make it easier for important parts of the AI Daily Brief to get to the audiences that they could be helping. This is a role for someone who is creative, dynamic, highly self-directed, and lives inside Cloud Code or Codex. You can find the role at We kick off today with a story that is a follow-up to reports from last week. OpenAI is indeed launching a consulting company, and now it is official. The business will operate as a separate company called the OpenAI Deployment Company, or DeployCo for short.
Nathaniel Whittemore 1:59
This is basically a forward-deployed engineer shop that will pair developers with some of OpenAI's most important clients to help them on theoretically real deep AI and agentic transformation. Now, like the Anthropic venture that was announced last week, DeployCo is structured as a joint venture, in this case with 19 partners across consulting, private equity, and finance.

What challenges do enterprises face in adopting AI technologies?

Nathaniel Whittemore 2:18
The initial investment was $4 billion at a pre-money valuation of $10 billion, with TPG as the lead investor, Advent International, Bain Capital, and Brookfield as also co-lead founding partners. Now, one of the things of note here is that word on the street is that a big part of the motivation for the firms who are investing in this is to get first access to this set of engineers for their portfolio companies. In other words, this was effectively a buy-in cost to skipping the line when it comes to getting help on AI transformation. Of the partners announced, it looks like Goldman Sachs is the only one to back both DeployCo and the Anthropic effort, which is as yet unnamed. The guts of DeployCo are going to be built around an acquisition, specifically engineering firm Tomorrow, which will give DeployCo right out of the gate about 150 staff who have experience in deploying AI solutions.
Nathaniel Whittemore 3:05
At this point, there is basically no way to grow fast enough to meet this demand other than acquisition, so I would expect a lot more M&A soon. Even though this was a big part of the discourse last week, there was a surprising amount of conversation about this. Most of it was just a reaffirmation of what has finally started to become conventional wisdom, which is that it doesn't matter how powerful the models are, they're going to crash headlong into institutional inertia. And for enterprises to close the capability overhang and actually get the full value from these models, it is going to involve meaningful support structures being built around them, both inside and outside. Now, one funny strand in the conversation that I've seen is a lot of folks running smaller versions of these agencies, trying to sort of puff out their chest and make it clear that they still have a market, because no matter how well-resourced the efforts from OpenAI and Anthropic are, there's a massive long tail of people that need support too.
Nathaniel Whittemore 3:51
And to them, I would just like to say, guys, don't worry. No one thinks that because OpenAI and Anthropic are in the game, somehow they are going to be able to consume the sheer tonnage of transformation support that is going to be needed over the coming decades to get these companies onboarded onto AI.

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