#199 - OpenAI's 03-mini, Gemini Thinking, Deep Research, s1

Our 199th episode with a summary and discussion of last week's big AI news! Recorded on 02/09/2025

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In this episode:

- OpenAI's deep research feature capability launched, allowing models to generate detailed reports after prolonged inference periods, competing directly with Google's Gemini 2.0 reasoning models. - France and UAE jointly announce plans to build a massive AI data center in France, aiming to become a competitive player within the AI infrastructure landscape. - Mistral introduces a mobile app, broadening its consumer AI lineup amidst market skepticism about its ability to compete against larger firms like OpenAI and Google. - Anthropic unveils 'Constitutional Classifiers,' a method showing strong defenses against universal jailbreaks; they also launched a $20K challenge to find weaknesses.

Timestamps + Links:

• (00:00:00) Intro / Banter

• (00:02:27) News Preview

• (00:03:28) Response to listener comments

• Tools & Apps

• (00:08:01) OpenAI now reveals more of its o3-mini model’s thought process • (00:16:03) Google’s Gemini app adds access to ‘thinking’ AI models • (00:21:04) OpenAI Unveils A.I. Tool That Can Do Research Online • (00:31:09) Mistral releases its AI assistant on iOS and Android • (00:36:17) AI music startup Riffusion launches its service in public beta • (00:39:11) Pikadditions by Pika Labs lets users seamlessly insert objects into videos •

• Applications & Business

• (00:41:19) Softbank set to invest $40 billion in OpenAI at $260 billion valuation, sources say • (00:47:36) UAE to invest billions in France AI data centre • (00:50:34) Report: Ilya Sutskever’s startup in talks to fundraise at roughly $20B valuation • (00:52:03) ASML to Ship First Second-Gen High-NA EUV Machine in the Coming Months, Aiming for 2026 Production • (00:54:38) NVIDIA’s GB200 NVL 72 Shipments Not Under Threat From DeepSeek As Hyperscalers Maintain CapEx; Meanwhile, Trump Tariffs Play Havoc With TSMC’s Pricing Strategy •

• Projects & Open Source

• (00:56:49) The Allen Institute for AI (AI2) Releases Tülu 3 405B: Scaling Open-Weight... • (01:00:06) SmolLM2: When Smol Goes Big -- Data-Centric Training of a Small Language Model • (01:03:56) PhD Knowledge Not Required: A Reasoning Challenge for Large Language Models • (01:08:26) OpenEuroLLM: Europe’s New Initiative for Open-Source AI Development •

• Research & Advancements

• (01:10:34) LIMO: Less is More for Reasoning • (01:16:39) s1: Simple test-time scaling • (01:19:17) ZebraLogic: On the Scaling Limits of LLMs for Logical Reasoning • (01:23:55) Streaming DiLoCo with overlapping communication: Towards a Distributed Free Lunch •

• Policy & Safety

• (01:26:50) US sets AI safety aside in favor of 'AI dominance' • (01:29:39) Almost Surely Safe Alignment of Large Language Models at Inference-Time • (01:32:02) Constitutional Classifiers: Defending against Universal Jailbreaks across Thousands of Hours of Red Teaming •

(01:33:16) Anthropic offers $20,000 to whoever can jailbreak its new AI safety system